SACKETT WEALTH ADVISORS, INC.
Brea, CA
AUM
$212.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(714) 671-9330
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
COASTWISE CAPITAL GROUP, LLC
La Jolla, CA
AUM
$212.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-454-6670
BLUE SUMMIT WEALTH MANAGEMENT
San Diego, CA
AUM
$211.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-698-4330
PINNACLE WEALTH MANAGEMENT, LLC
Roseville, CA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
916-772-0807
AUM
$210.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
425-332-6568
FAIRBANKS CAPITAL MANAGEMENT, INC.
Rancho Santa Fe, CA
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(858) 759-0617
AUM
$210.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(917) 599-9596
ALCOSTA CAPITAL MANAGEMENT, INC.
San Ramon, CA
AUM
$210.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
888-267-6729
AUM
$210.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-723-9695
AUM
$209.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(646) 693-7451
CANNON BEACH FINANCIAL ADVISORS
San Ramon, CA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-839-9399
FILIGREE WEALTH ADVISORS, LLC
Irvine, CA
AUM
$209.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-989-2527
ELI CIRCLE CAPITAL, LP
Los Angeles, CA
AUM
$209.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-571-5914
CAVU WEALTH MANAGEMENT
Lakeside, CA
AUM
$208.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-360-7800
MADSON WEALTH ADVISORS INC.
Santa Rosa, CA
AUM
$208.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-578-6850
VOYAGER MANAGEMENT, LLC
Los Angeles, CA
AUM
$208.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-652-7070
SEAGULL LANE ASSET MANAGEMENT LLC
Huntington Beach, CA
AUM
$207.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; THIRD-PARTY ADVISORY FEES
714-960-2316
AUM
$207.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
7203239944
GATES PASS ADVISORS, LLC
Los Altos, CA
AUM
$207.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
650-797-0280
WFA OF SAN DIEGO
San Diego, CA
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(619) 491-0225
AUM
$206.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-397-7539
AUM
$206.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(925) 457-5258
AUM
$206.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-402-5444
HARDWORKING CAPITAL ADVISORS, LLC
Palm Desert, CA
AUM
$206.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 340-3277