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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

ATTENTIVE INVESTMENTS, LLC

Stockton, CA

AUM

$197.5M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

APS INVESTMENT MANAGEMENT GROUP

Jackson, CA

AUM

$197.2M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

CERTIFIED PLANNERS, INC.

San Ramon, CA

AUM

$196.6M

Licensed in CA, WA
CAWA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

REYES FINANCIAL ARCHITECTURE INC.

San Diego, CA

AUM

$196.2M

Licensed in CA, MD
CAMD
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PLAN FINANCIAL

Fresno, CA

AUM

$195.4M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INTEGRITY WEALTH PARTNERS, LLC

Walnut Creek, CA

AUM

$193.9M

Licensed in CA, ID, LA +6 states
CAIDLANEORWA+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

D. M. BRENNER, INC.

Solana Beach, CA

AUM

$193.6M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PINE HAVEN INVESTMENT COUNSEL, INC.

CA

AUM

$193.4M

Licensed in CA, MA, MT +3 states
CAMAMTORWANH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

3 FACTOR INDEXING, LLC

CA

AUM

$193.2M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

JANUARY CAPITAL ADVISORS LLC

San Francisco, CA

AUM

$193.2M

Licensed in AZ, CA, NY +3 states
AZCANYORTXNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WILLNER & HELLER LLC

Encino, CA

AUM

$193.1M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

BAYBRIDGE CAPITAL GROUP, LLC

Livermore, CA

AUM

$192.9M

Licensed in CA, NV, TX
CANVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GREENSHIELDS CAPITAL LLC

El Segundo, CA

AUM

$192.5M

Licensed in CA, LA, TX, FL
CALATXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

K2 FINANCIAL INC.

Glendora, CA

AUM

$191.6M

Licensed in CA, NE, NV +2 states
CANENVTXHI
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DRH INVESTMENTS, INC.

Thousand Oaks, CA

AUM

$191.0M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DYNAMIC WEALTH STRATEGIES, LLC

Granite Bay, CA

AUM

$190.7M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SILICON BEACH WEALTH, LLC

Marina Del Rey, CA

AUM

$190.1M

Licensed in CA, LA, NY, TX
CALANYTX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HAMILTON MANOR & ASSOCIATES

La Jolla, CA

AUM

$188.9M

Licensed in CA, WA
CAWA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • HOURLY CONSULTING

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PORTOLA CREEK CAPITAL

Menlo Park, CA

AUM

$188.9M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BRISTLECONE VALUE PARTNERS, LLC

Los Angeles, CA

AUM

$188.4M

Licensed in CA, NE, OR, NH
CANEORNH
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FRANK FINANCIAL ADVISORS

Carlsbad, CA

AUM

$188.2M

Licensed in CA, LA, TX, NH
CALATXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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