PACIFIC CAPITAL ASSOCIATES
San Diego, CA
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-560-5244
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
VILLAGE WEALTH ADVISORS
Westlake Village, CA
AUM
$257.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-603-4960
AUM
$257.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-758-4921
VIENNA ASSET MANAGEMENT LLC
Saratoga, CA
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
408-882-1770
DELARME WEALTH MANAGEMENT, INC.
Palos Verdes Estates, CA
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
(424) 250-1725
CASILIO LEITCH INVESTMENTS
Walnut Creek, CA
AUM
$256.0M
Financial PlanningWealth Mgmt
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
925-448-2215
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415 497-7533
CERTIS CAPITAL MANAGEMENT, INC.
Santa Barbara, CA
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(805) 965-0509
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
San Diego, CA
AUM
$255.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-384-5700
PATHWISE
Walnut Creek, CA
AUM
$255.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
925-939-5607
GRANT PRIVATE WEALTH MANAGEMENT
Pleasanton, CA
AUM
$255.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-378-5000
ACAP ASSET MANAGEMENT, INC.
Studio City, CA
AUM
$255.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
8182728511
O'BRIEN INVESTMENT MANAGEMENT, LLC
Torrance, CA
AUM
$254.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-363-2360
MADRONE INVESTMENT ADVISORY, LLC
San Rafael, CA
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Fixed fees
415-785-4585
ALPHA ANALYTICS INVESTMENT GROUP LLC
Los Angeles, CA
AUM
$253.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-556-0389
PACIFIC WEALTH STRATEGIES GROUP, INC.
Santa Barbara, CA
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-966-7775
STERLING RETIREMENT GROUP OF SACRAMENTO
Roseville, CA
AUM
$253.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
916-724-1702
AUM
$252.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
301-450-2617
WINTERS FINANCIAL GROUP, INC.
Westlake Village, CA
AUM
$252.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-497-1717
QCA CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$252.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
310-473-4411
AUM
$252.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-655-5500
FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village, CA
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-418-7686
ADVANCED FINANCIAL STRATEGIES INC
Irvine, CA
AUM
$251.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
949-502-5333
TEAM WEALTH & TAX ADVISORS
Temecula, CA
AUM
$251.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
951-308-6444