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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

ZERMATT WEALTH PARTNERS

San Diego, CA

AUM

$158.4M

Licensed in CA, GA, NC +5 states
CAGANCOHSCVA+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FC360 WEALTH MANAGEMENT, INC.

Roseville, CA

AUM

$158.2M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FONTE FINANCIAL ADVISORS

Carlsbad, CA

AUM

$158.1M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

M2 CAPITAL ADVISORS

Valencia, CA

AUM

$158.0M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

APPLIED CAPITAL

CA

AUM

$157.4M

Licensed in CA, GA, IL +5 states
CAGAILMIOHTN+2
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VESTED FINANCIAL PLANNING, LLC

CA

AUM

$157.2M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CROSSPOINT FINANCIAL, LLC

Tustin, CA

AUM

$157.1M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FINEC ASSET MANAGEMENT

San Diego, CA

AUM

$157.0M

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

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

QUANTITATIVE FINANCIAL STRATEGIES

CA

AUM

$156.2M

Licensed in CA, CO, MA +2 states
CACOMANCTX
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
Corporate platformCorporationWebsite listed

MERRITHEW & THORSTEN, INC.

San Diego, CA

AUM

$155.0M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • TAX ADVICE AND PREPARATION

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE

View detailsVisit website
Corporate platformCorporationWebsite listed

DECISION INVESTMENTS, INC.

San Diego, CA

AUM

$154.9M

Licensed in AZ, CA, LA +4 states
AZCALAORVATX+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BROADVIEW WEALTH MANAGEMENT, LLC

CA

AUM

$154.9M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

VEGA CAPITAL GROUP LLC

CA

AUM

$154.9M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LAKE AVENUE FINANCIAL LLC

Pasadena, CA

AUM

$154.7M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

NEWBURY CAPITAL MANAGEMENT, LLC

South Pasadena, CA

AUM

$154.1M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MILLENNIUM INVESTMENT SERVICES

Van Nuys, CA

AUM

$153.9M

Licensed in CA, FL
CAFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PLATT INVESTMENT COUNSEL, LLC

CA

AUM

$153.6M

Licensed in CA, MN, NC +2 states
CAMNNCTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

ALESSANDRA CAPITAL MANAGEMENT, LLC

Torrance, CA

AUM

$153.5M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

R.H. DINEL INVESTMENT COUNSEL,INC.

Los Angeles, CA

AUM

$153.5M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTATION REGARDING A PERSON'S PORTFOLIO

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARTA FINANCE

Mountain View, CA

AUM

$153.4M

Licensed in AZ, CA, CO +26 states
AZCACODEDCGA+23
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

18 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Huntington Beach, CA

AUM

$153.1M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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

SANTIAGO CAPITAL, LLC

CA

AUM

$152.7M

Licensed in CA, PR
CAPR
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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