Falists

Search advisors

Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

TOPTURN CAPITAL, LLC

Carmel, CA

AUM

$187.4M

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

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

WARD & ASSOCIATES

San Diego, CA

AUM

$187.2M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

BLOCK WEALTH MANAGEMENT, INC

CA

AUM

$186.5M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CEF ADVISORS

CA

AUM

$186.3M

Licensed in CA, GA, LA +5 states
CAGALAMINYNC+2
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Publication of periodicals

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOTAL WEALTH SERVICES, LLC

Westlake Village, CA

AUM

$186.1M

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

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

THE KOCEN FINANCIAL GROUP, INC.

Rancho Mirage, CA

AUM

$185.9M

Licensed in CA, IL, PA +2 states
CAILPAVATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

DOHENY ASSET MANAGEMENT, L.L.C.

Los Angeles, CA

AUM

$185.7M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ARCHER POINTE WEALTH MANAGEMENT, LLC

Davis, CA

AUM

$185.6M

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

Team

2 advisors

Clients

1-10

Fees

Hourly charges · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GUILD INVESTMENT MANAGEMENT, INC.

Westlake Village, CA

AUM

$185.2M

Licensed in AZ, CA, NM +5 states
AZCANMWATXNH+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Subscription fees

View detailsVisit website
Advisory firmLLCWebsite listed

TORREY-PAYNE WEALTH MANAGEMENT

Pasadena, CA

AUM

$184.8M

Licensed in AZ, CA, ID +2 states
AZCAIDNVTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LOGIC WEALTH MANAGEMENT, LLC

Pasadena, CA

AUM

$184.7M

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

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MADRID RETIREMENT ADVISORS

Manhattan Beach, CA

AUM

$184.2M

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

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

LONGEVITY CAPITAL MANAGEMENT

Thousand Oaks, CA

AUM

$184.2M

Licensed in AZ, CA, CO +2 states
AZCACONETX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AUTHENTIKOS WEALTH ADVISORY LLC

Morgan Hill, CA

AUM

$184.1M

Licensed in CA, CO, ID +5 states
CACOIDNENVWA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPENGLOBAL CAPITAL, LLC

CA

AUM

$184.0M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VINCIMUS CAPITAL, LLC

Malibu, CA

AUM

$183.7M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLCWebsite listed

WILLIAMSON LEGACY GROUP, LLC

CA

AUM

$183.1M

Licensed in CA, CO, IN +6 states
CACOINLANYNC+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ALTAMONT WEALTH MANAGEMENT, INC.

Livermore, CA

AUM

$182.9M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

OFC WEALTH MANAGEMENT

CA

AUM

$182.8M

Licensed in CA, LA, NJ +2 states
CALANJNYTX
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
Advisory firmLLCWebsite listed

GENTER ADVISORS LLC

Los Angeles, CA

AUM

$182.8M

Licensed in AZ, CA, CO +9 states
AZCACOGALANV+6
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00

View detailsVisit website
Advisory firmLLCWebsite listed

GSI CAPITAL ADVISORS LLC

Newport Beach, CA

AUM

$182.4M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PEREON WEALTH LLC

CA

AUM

$180.6M

Licensed in CA, NJ, NY +5 states
CANJNYPAUTTX+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
PreviousPage 43 of 97Next