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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformCorporationWebsite listed

KAGAN COCOZZA ASSET MANAGEMENT

CA

AUM

$165.4M

Licensed in CA, NJ, NY +3 states
CANJNYPATXFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST AND MAIN FINANCIAL

CA

AUM

$165.3M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

EFFECTIVE ASSETS

CA

AUM

$165.1M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SLO MONEY MANAGERS

Atascadero, CA

AUM

$164.7M

Licensed in CA, TX
CATX
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
Corporate platformLLCWebsite listed

LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC

CA

AUM

$164.2M

Licensed in CA, GA, NJ +2 states
CAGANJNYNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CURTIS FINANCIAL PLANNING

CA

AUM

$163.5M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CLUTINGER WILLIAMS & VERHOYE INC

San Diego, CA

AUM

$163.1M

Licensed in CA
CA
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 platformLLCWebsite listed

DECAMILLA CAPITAL MANAGEMENT LLC

Sacramento, CA

AUM

$162.9M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MCS FAMILY WEALTH ADVISORS

CA

AUM

$162.6M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

TESSARA WEALTH

Burlingame, CA

AUM

$162.4M

Licensed in CA, KS, LA +4 states
CAKSLAMIOHVA+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

CA

AUM

$162.0M

Licensed in CA, IL, NC +6 states
CAILNCOHPAWI+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

HONU WEALTH MANAGEMENT

CA

AUM

$161.8M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLOM & HOWELL FINANCIAL PLANNING, INC.

Modesto, CA

AUM

$161.5M

Licensed in CA, CO, ID +2 states
CACOIDILTN
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • 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

PRAKASH INVESTMENT ADVISORS LLC

CA

AUM

$161.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARPATH CAPITAL PARTNERS LLC

Menlo Park, CA

AUM

$161.3M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

SIEBEN WEALTH PLANNING LLC

CA

AUM

$161.2M

Licensed in CA, CO, MN, TX
CACOMNTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TURLOFF FINANCIAL CONSULTING INC.

CA

AUM

$160.0M

Licensed in CA, WA, TX, FL
CAWATXFL
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

RAI WEALTH MANAGEMENT

Placentia, CA

AUM

$159.7M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CORNERSTONE ALTERNATIVES

CA

AUM

$159.4M

Licensed in CA, CO, IL +14 states
CACOILMDMAMI+11
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

ALTAR ROCK

CA

AUM

$158.7M

Licensed in CA, MA, MI +2 states
CAMAMINYFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PRIVATE FINANCIAL MANAGEMENT LLC

CA

AUM

$158.7M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SONOMA PRIVATE WEALTH LLC

Novato, CA

AUM

$158.5M

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

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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