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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformLLCWebsite listed

LEWIS CAPITAL MANAGEMENT

Beverly Hills, CA

AUM

$180.2M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

HALL CAPITAL, LLC

Pasadena, CA

AUM

$180.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

KESTREL INVESTMENT MANAGEMENT CORP

San Mateo, CA

AUM

$180.0M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GOLDEN BAY ADVISORS LLC

CA

AUM

$179.8M

Licensed in CA, NY, TX +2 states
CANYTXCTFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

STIRLING FINANCIAL GROUP

San Diego, CA

AUM

$179.7M

Licensed in CA, TX, NH, FL
CATXNHFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

O'CONNOR WEALTH MANAGEMENT, INC.

Monrovia, CA

AUM

$179.1M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • 401(K) PLAN ADMINISTRATIVE

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARVIEW WEALTH MANAGEMENT

Irvine, CA

AUM

$178.5M

Licensed in AZ, CA, OH +3 states
AZCAOHWATXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CORE FINANCIAL ADVISORS

San Bernardino, CA

AUM

$178.5M

Licensed in AZ, CA, CO +3 states
AZCACOLAUTTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEGACY WEALTH ADVISORS, LLC

San Jose, CA

AUM

$178.3M

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

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SILICON PRIVATE WEALTH, LLC

CA

AUM

$177.8M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GASBER FINANCIAL ADVISORS, INC

Folsom, CA

AUM

$177.7M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

M WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$177.6M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OAK FINANCIAL GROUP INC

CA

AUM

$177.2M

Licensed in CA, MD, MA +8 states
CAMDMANJNYNC+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TORREY WEALTH, LLC

San Diego, CA

AUM

$176.7M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BEYOND FINANCIAL SERVICES

Fremont, CA

AUM

$176.7M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NERAD + DEPPE WEALTH MANAGEMENT

La Jolla, CA

AUM

$176.3M

Licensed in CA, NJ, NY +3 states
CANJNYTXNHFL
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
Advisory firmLLCWebsite listed

KELSEY FINANCIAL, LLC

Moorpark, CA

AUM

$176.2M

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

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CTA WEALTH ADVISORS, INC.

Burbank, CA

AUM

$175.2M

Licensed in AZ, CA, TX
AZCATX
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
Corporate platformLLCWebsite listed

POWER ASSET MANAGEMENT LLC

Los Angeles, CA

AUM

$175.0M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

IVANOFF WEALTH MANAGEMENT INC.

Cypress, CA

AUM

$174.0M

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

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; REFERRAL FEES

View detailsVisit website
Advisory firmLLCWebsite listed

INFINITY FINANCIAL SERVICES ADVISORY

Oakland, CA

AUM

$174.0M

Licensed in AL, AZ, AR +43 states
ALAZARCACODE+40
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

35 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

IFC

Auburn, CA

AUM

$173.5M

Licensed in AZ, CA, CO +5 states
AZCACOILNCMO+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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