SILVER OAK WEALTH ADVISORS SERVICES, LLC
Los Angeles, CA
AUM
$300.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-207-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
AUM
$298.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
404-386-7641
TREND TRADE PRO, LLC
Pasadena, CA
AUM
$298.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(626) 234-8999
AUM
$297.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(720) 864-4348
KRANE FINANCIAL SOLUTIONS
Calabasas, CA
AUM
$295.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-989-0934
SHERWOOD FINANCIAL PARTNERS, LLC
Westlake Village, CA
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
805.870.5591
PRIVATE PORTFOLIOS, INC.
San Mateo, CA
AUM
$293.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-548-9800
TATE PRIVATE WEALTH ADVISERS
Sacramento, CA
AUM
$293.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(916) 929-1006
MFA WEALTH SERVICES
Thousand Oaks, CA
AUM
$293.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
833-496-5474
AUM
$291.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
516-695-2844
MCNAUGHTON WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$291.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 693-2310
ACCRETIVE WEALTH MANAGEMENT, LLC
San Ramon, CA
AUM
$290.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
925-365-1533
PACIFIC SUN FINANCIAL CORP
Los Angeles, CA
AUM
$290.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-716-8646
AUM
$289.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
650-218-3551
AUM
$289.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
414-403-2734
KANANI ADVISORY GROUP INC.
Irvine, CA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 502-7001
RICE FINANCIAL CONSULTING, INC.
Los Gatos, CA
AUM
$287.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(408) 354-3400
KAIZEN FINANCIAL STRATEGIES, LLC
Pleasanton, CA
AUM
$287.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(408) 819-9010
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
937-552-9765
AUM
$286.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
216-591-1309
THE FOUNDATION INVESTMENT GROUP
Lafayette, CA
AUM
$286.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
925-298-5840
AUM
$286.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(805) 697-5430
INTEGRITY WEALTH ADVISORS, LLC
Ventura, CA
AUM
$285.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-339-0760
BENNINGFIELD FINANCIAL ADVISORS, LLC
San Francisco, CA
AUM
$284.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-561-6688