PLANMEMBER SECURITIES CORPORATION
Carpinteria, CA
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
425 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
805-684-1199
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
MAIN STREET ADVISORS
Santa Monica, CA
AUM
$9.65B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-778-2200
SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA
AUM
$9.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(415) 341-9300
COMPOSITION WEALTH, LLC
Los Angeles, CA
AUM
$9.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(310) 246-1243
ALPHACORE CAPITAL LLC
La Jolla, CA
AUM
$9.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
858-875-4100
AXXCESS WEALTH MANAGEMENT, LLC
Carlsbad, CA
AUM
$8.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(858) 217-5347
ROBERTSON STEPHENS
San Francisco, CA
AUM
$8.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-500-6810
ONE CAPITAL MANAGEMENT, LLC
Westlake Village, CA
AUM
$8.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
805.409.8150
HUMAN INTEREST ADVISORS LLC
San Francisco, CA
AUM
$8.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(855) 622-7824
ICG ADVISORS, LLC
Los Angeles, CA
AUM
$7.92B
Wealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-270-8900
STAMOS CAPITAL PARTNERS, L.P.
Menlo Park, CA
AUM
$7.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-233-5000
MCMORGAN & COMPANY LLC
San Francisco, CA
AUM
$7.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-788-9300
BAILARD, INC.
Foster City, CA
AUM
$7.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
650-571-5800
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$7.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
CENTAURUS FINANCIAL, INC.
Anaheim, CA
AUM
$7.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
375 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
714-456-1790
ANGELES INVESTMENT ADVISORS
Santa Monica, CA
AUM
$7.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-393-6300
MEDLEY PARTNERS MANAGEMENT LLC
San Francisco, CA
AUM
$6.96B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-375-8790
SIGNATURE INVESTMENT ADVISORS, LLC
Los Angeles, CA
AUM
$6.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
888-349-3241
BIVIUM CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$6.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-825-0610
NWF ADVISORY SERVICES INC
Los Angeles, CA
AUM
$6.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
102 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-475-5854
SNYDER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$6.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-392-3900
KCM INVESTMENT ADVISORS
Greenbrae, CA
AUM
$6.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
415-461-7788
WESTMOUNT PARTNERS, LLC
Los Angeles, CA
AUM
$5.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM
310-556-2502
INDEX FUND ADVISORS, INC.
Irvine, CA
AUM
$5.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
949-502-0050