AUM
$222.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
508-548-2218
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
$222.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-600-5557
MACLEAN CAPITAL ADVISORS, LLC
Indian Wells, CA
AUM
$222.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-636-4593
RING MOUNTAIN CAPITAL, LLC
Tiburon, CA
AUM
$222.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-350-1355
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(212) 203-7376
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA
AUM
$221.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
949-471-0000
PACIFIC PARK FINANCIAL, INC.
Laguna Hills, CA
AUM
$221.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
949-600-6294
DWR WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$221.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 260-9600
GREAT GABLE WEALTH MANAGEMENT, LLC
Beverly Hills, CA
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
415-986-1116
RHS FINANCIAL, LLC
San Francisco, CA
AUM
$219.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-495-2900
AUM
$218.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Fixed fees
804-293-0397
ALLSTREET CAPITAL LLC
Los Angeles, CA
AUM
$218.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-443-6791
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 776-6549
AUM
$217.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
415-694-2076
HOFER & ASSOCIATES WEALTH MANAGEMENT
Thousand Oaks, CA
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-557-8054
MARRICK WEALTH
Irvine, CA
AUM
$215.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949.258.9700
DISHMI CAPITAL, LLC
Pasadena, CA
AUM
$215.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(323) 835-5560
PROVIDENCE FINANCIAL AND INSURANCES, INC.
Woodland Hills, CA
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Commissions
818-887-6443
AUM
$214.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Fixed fees
(720) 515-0564
AUM
$214.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
360-317-4688
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
1-866-798-0354
STRATEGIC RETIREMENT ADVISORS, LLC
Elk Grove, CA
AUM
$214.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
916-248-3619
ARGYLE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$213.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 750-9557
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-520-6420