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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformCorporationWebsite listed

INTERNATIONAL ASSET MANAGEMENT

San Mateo, CA

AUM

$173.1M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WEALTHGUARD ADVISORS, INC.

Placerville, CA

AUM

$172.4M

Licensed in AZ, CA, NV +4 states
AZCANVORUTWA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PROSPERITY ROAD, LLC

Santa Ana, CA

AUM

$172.3M

Licensed in CA, GA
CAGA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LARSEN WEALTH MANAGEMENT

El Dorado Hills, CA

AUM

$172.2M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLAYTON PARTNERS LLC

Berkeley, CA

AUM

$172.0M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PINNACLE PORTFOLIO ADVISORS

CA

AUM

$171.9M

Licensed in CA, ID, WA
CAIDWA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

CRAWFORD FINANCIAL PLANNING & CONSULTING

Modesto, CA

AUM

$171.6M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAVU WEALTH ADVISORS, LLC

Walnut Creek, CA

AUM

$171.6M

Licensed in CA, VA, TX
CAVATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ENTRUITY WEALTH, LLC

Bakersfield, CA

AUM

$171.3M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MCM WEALTH

Novato, CA

AUM

$170.8M

Licensed in CA, CO, LA +2 states
CACOLANJWA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MONEY INTELLIGENCE

Santa Clara, CA

AUM

$170.6M

Based in CA
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TAYLOR WEALTH MANAGEMENT, LLC

Torrance, CA

AUM

$170.5M

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

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

REDWOOD PARK ADVISORS

Redwood City, CA

AUM

$170.3M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ZEIT CAPITAL ADVISORS

CA

AUM

$170.1M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

DEL MAR WEALTH MANAGEMENT INC

Del Mar, CA

AUM

$169.9M

Licensed in CA, NH
CANH
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
Corporate platformLLCWebsite listed

EMBARCADERO FINANCIAL GROUP

San Francisco, CA

AUM

$169.8M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

STONEKEEP INVESTMENTS, LLC

CA

AUM

$169.6M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmOther (specify)Website listed

AVISE FINANCIAL

Los Angeles, CA

AUM

$169.4M

Licensed in AZ, CA, CO +4 states
AZCACONYORWA+1
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
Advisory firmLLCWebsite listed

PELTOMA CAPITAL PARTNERS

CA

AUM

$168.9M

Licensed in CA, MT, NC +3 states
CAMTNCORVATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • 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

HANKE & APOLONIO WEALTH ADVISORS LLC

San Francisco, CA

AUM

$167.3M

Licensed in CA, LA, TX, HI
CALATXHI
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CATALYST WEALTH ADVISORS LLC

Newport Beach, CA

AUM

$167.2M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BOYER FINANCIAL SERVICES, INC.

Newport Beach, CA

AUM

$167.0M

Licensed in AZ, CA, ID, TX
AZCAIDTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SAS FINANCIAL ADVISORS, LLC.

San Francisco, CA

AUM

$167.0M

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

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CONWAY PARTNERS

CA

AUM

$166.3M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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