TRIVANT CUSTOM PORTFOLIO GROUP LLC
San Diego, CA
AUM
$239.4M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
619-286-3930
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SALIENT WEALTH PLANNING
Encinitas, CA
AUM
$239.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-768-0096
AUM
$238.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
18582205383
PROSSIMO ADVISORS LLC
San Luis Obispo, CA
AUM
$238.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
805-548-2800
AUM
$238.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
512-593-6367
STRATEGIC WEALTH CAPITAL
San Francisco, CA
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-780-7022
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
707-763-8600
GOLDENSTONE WEALTH MANAGEMENT
El Dorado Hills, CA
AUM
$238.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-799-6527
AUM
$238.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
858-350-1010
CARLSBAD WEALTH ADVISORY GROUP, INC.
Carlsbad, CA
AUM
$237.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
760-607-0812
MONTCALM TCR LLC
San Francisco, CA
AUM
$237.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
415-326-7650
CASTLE WEALTH PLANNING
Santa Barbara, CA
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-962-5630
BAMBOO WEALTH STRATEGIES
San Diego, CA
AUM
$235.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619) 289-9670
AUM
$235.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
510-244-4685
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-259-3933
CAMELOTTA ADVISORS
San Francisco, CA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-806-3641
EQUANIMITY FINANCIAL PARTNERS
Pasadena, CA
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
626-529-8347
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$234.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-935-8200
AUM
$233.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-207-0175
WALKER FINANCIAL ADVISORS INC
Mission Viejo, CA
AUM
$233.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-367-1961
ASPIREAN WEALTH, LLC
Mill Valley, CA
AUM
$233.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(844) 687-5342
WE ALLIANCE WEALTH ADVISORS, INC.
Roseville, CA
AUM
$233.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
916-325-0130
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Irvine, CA
AUM
$232.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
800-557-5461
FOUNDRY FINANCIAL LLC
Pasadena, CA
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(213) 802-8662