DALTON INVESTMENTS, INC.
El Segundo, CA
AUM
$5.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4242319100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
WEDBUSH SECURITIES INC.
Pasadena, CA
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
202 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
213-688-8000
METIS GLOBAL PARTNERS, LLC
San Diego, CA
AUM
$5.67B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
858-436-3030
DUNHAM
San Diego, CA
AUM
$5.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-964-0500
GENTER CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$5.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; ONE TIME INITIAL SET-UP FEE OF $250
310-477-6543
BAKERAVENUE
San Francisco, CA
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-986-1110
FIRST FOUNDATION ADVISORS
Irvine, CA
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
949-476-0300
DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$4.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-935-2900
PRIVATE MANAGEMENT GROUP INC
Irvine, CA
AUM
$4.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
949-752-7500
360 ONE ASSET MANAGEMENT LIMITED
Mumbai,Maharashtra, CA
AUM
$4.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+91 022 4876 5600
CIDEL ASSET MANAGEMENT INC
Toronto, Ontario, CA
AUM
$4.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM
416-977-6767
GLOBEFLEX CAPITAL LP
San Diego, CA
AUM
$4.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
858-658-9060
CLIFFORD SWAN INVESTMENT COUNSELORS
Pasadena, CA
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
626-792-2228
SAND HILL GLOBAL ADVISORS, LLC
Palo Alto, CA
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
650-854-9150
SYON CAPITAL LLC
San Francisco, CA
AUM
$4.38B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-520-7966
SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
HALBERT HARGROVE
Long Beach, CA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
562-435-5657
STEELPEAK WEALTH, LLC
Woodland Hills, CA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(818) 835-8720
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, CA
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
310-399-6397
TEAM HEWINS, LLC
Foster City, CA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-620-3040
VERNAL POINT ADVISORS, LLC
San Francisco, CA
AUM
$3.94B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-237-3530
OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981