EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
Redwood City, CA
AUM
$269.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(650) 802-0342
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
$269.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
800-310-2828
WALLACE ADVISORY GROUP, LLC
Lafayette, CA
AUM
$269.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-6880
PROSPERITY WEALTH PLANNING LLC
Irvine, CA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-878-7860
STONEBRIDGE CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$268.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-277-1450
BPM WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-421-5757
RETIREMENTADVICE | JKA
Anaheim, CA
AUM
$267.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-779-9200
AUM
$267.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-595-1099
CERDA MUNOZ ADVISORS, INC
Whittier, CA
AUM
$265.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-222-4525
BERNZOTT CAPITAL ADVISORS
Camarillo, CA
AUM
$265.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
800-856-2646
FULLER INVESTMENT MANAGEMENT COMPANY
Pasadena, CA
AUM
$264.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
626-765-8450
MYECFO
CA
AUM
$263.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
6502314609
CHOKSHI & QUEEN WEALTH ADVISORS
San Diego, CA
AUM
$263.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-550-0030
HARMONY POINT WEALTH ADVISORS, INC.
Irvine, CA
AUM
$263.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-391-7378
NEWPORT WEALTH ADVISORS, INC.
Newport Beach, CA
AUM
$262.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM
(877) 692-7227
TAMALPAIS ASSET MANAGEMENT
Larkspur, CA
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
415-723-8300
PRING TURNER
Alamo, CA
AUM
$262.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(925) 287-8527
BULL OAK CAPITAL, LLC
Rancho Santa Fe, CA
AUM
$261.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(858) 999-3550
TILLER PARTNERS, LLC
Beverly Hills, CA
AUM
$261.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
(657) 215-1684
SAGE STONE WEALTH MANAGEMENT LLC
La Jolla, CA
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
858-412-6404
PORTFOLIO ADVISORS, INC.
Fresno, CA
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
559-432-8400
ALAMAR CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$260.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
805-897-1144
VISTICA WEALTH ADVISORS, LLC
Carlsbad, CA
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-854-4003
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
Valencia, CA
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(661) 286-0044