NINEPOINTTWO CAPITAL LLC
Los Angeles, CA
AUM
$314.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
323-486-3600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
VISTA ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-476-4646
DEFINE FINANCIAL, LLC
San Diego, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 345-1197
GRANITE CAPITAL
Oakland, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-336-9120
AUM
$313.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
202-599-0915
AUM
$313.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
801-272-4677
JPC WEALTH MANAGEMENT, INC.
Petaluma, CA
AUM
$312.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 463-0200
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$312.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-898-1270
MALAGA COVE CAPITAL, LLC
Palos Verdes Estates, CA
AUM
$310.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 421-2141
GUARDIAN INVESTMENT MANAGEMENT
Tiburon, CA
AUM
$310.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM; Fixed fees
415-765-6860
KENSINGTON INVESTMENT COUNSEL
Long Beach, CA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
562-983-6677
NRI WEALTH MANAGEMENT, LLC
Santa Clara, CA
AUM
$309.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-373-5570
WESTERN FINANCIAL CORPORATION
San Diego, CA
AUM
$309.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
619-544-0260
AUM
$306.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
858-513-8445
RETIREMENT CAPITAL STRATEGIES, INC.
San Jose, CA
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
408-551-6100
KACHKOVSKY & FISHER, INC.
San Diego, CA
AUM
$305.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.450.9711
NAUTILUS ADVISORS LLC
La Jolla, CA
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-573-4590
THRYVE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
805-451-2909
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 261-7726
AUM
$303.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
713-364 6770
AUM
$302.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(858) 926-2058
AUM
$302.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(415) 235-3729
CORE FINANCIAL
El Segundo, CA
AUM
$301.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-450-6004
WESTWOOD WEALTH MANAGEMENT
Los Angeles, CA
AUM
$300.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(424) 255-3120