HESEN & HASLAM
Woodland Hills, CA
AUM
$283.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-200-1107
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$283.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(619) 637-9920
BULMAN WEALTH GROUP
Roseville, CA
AUM
$283.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
916-458-8199
COOPER CAPITAL GROUP
Encinitas, CA
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-452-6114
CARTER FINANCIAL, LLC
La Jolla, CA
AUM
$282.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-678-0579
MILLER AVENUE ADVISORS LLC
Mill Valley, CA
AUM
$281.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-888-8472
AUM
$280.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(800) 381-8610
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
VICTUS CAPITAL WEALTH
Santa Monica, CA
AUM
$280.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-622-1280
CONQUIS FINANCIAL LLC
Millbrae, CA
AUM
$280.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
650-651-3609
MOSLEY WEALTH MANAGEMENT, INC.
Anaheim, CA
AUM
$279.5M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(714) 421-4288
AUM
$278.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 207-8426
VERITY WEALTH ADVISORS, LLC
Sausalito, CA
AUM
$278.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-561-3340
SPECTRUM FINANCIAL MANAGEMENT
San Rafael, CA
AUM
$278.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-472-7300
FORONJY FINANCIAL
Santa Barbara, CA
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-543-1033
AUSPICIOUS FINANCIAL PLANNING, LLC
San Ramon, CA
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-355-1200
SANDSTONE ASSET MANAGEMENT INC.
Calgary, CA
AUM
$277.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
403-218-6125
SIMPLIFI, INC.
San Diego, CA
AUM
$276.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-695-6600
CHALLENGER WEALTH MANAGEMENT
Aliso Viejo, CA
AUM
$275.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(949) 754-0464
AUM
$275.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
650-714-5989
MISSION HILLS FINANCIAL ADVISORY LLC
San Diego, CA
AUM
$274.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-294-9420
AUM
$273.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
954-258-4392
ROUND HILL ASSET MANAGEMENT INC
Pasadena, CA
AUM
$271.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
626-431-2685
PALISADES INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$271.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-656-6300