M PREMIER PARTNERS
Indian Wells, CA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
442-274-5300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SEEK FIRST INC.
Campbell, CA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-398-4044
AUM
$250.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-707-0002
AMARA FINANCIAL, LLC
San Francisco, CA
AUM
$250.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-319-1071
FISHER & WIENS WEALTH MANAGEMENT, LLC
Danville, CA
AUM
$250.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-964-0090
EHRLICH FINANCIAL GROUP
Laguna Niguel, CA
AUM
$250.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-342-8852
ALTURA WEALTH ADVISORS INC.
Santa Clara, CA
AUM
$250.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
408-642-1322
TIDECREST WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$249.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-335-5202
SUMMIT WEALTH MANAGEMENT GROUP, INC.
Camarillo, CA
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-384-1186
CALABASAS ADVISORY GROUP, LLC
Westlake Village, CA
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-351-5124
GALLIOTT CAPITAL ADVISORS, LLC
Beverly Hills, CA
AUM
$249.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
310-362-3320
ANCHOR BAY CAPITAL, INC.
Carlsbad, CA
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-602-3470
SIERRA PACIFIC PRIVATE WEALTH, LLC
Pleasanton, CA
AUM
$245.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925-223-8868
INSIGHT INVESTMENT COUNSEL
El Segundo, CA
AUM
$245.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-426-6322
LEDERER & ASSOCIATES INVESTMENT COUNSEL
Long Beach, CA
AUM
$244.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
562-434-5305
ARES FINANCIAL CONSULTING LLC
Calabasas, CA
AUM
$243.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-986-1479
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(541) 647-1980
PRATTES WEALTH PARTNERS
Newport Beach, CA
AUM
$243.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-271-6333
ZEPHYR WEALTH MANAGEMENT
Westlake Village, CA
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(805) 496-6810
TABR CAPITAL MANAGEMENT, LLC
Orange, CA
AUM
$241.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
714-704-9180
KANE INVESTMENT MANAGEMENT, INC.
Los Gatos, CA
AUM
$240.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
408-358-5263
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(212) 606-2326
KAIYO WEALTH LLC
San Diego, CA
AUM
$240.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(858) 252-4403
MAREST CAPITAL, LLC
Encino, CA
AUM
$239.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-216-4900