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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

EAST ROCK FINANCIAL SERVICES, LLC

CA

AUM

$135.8M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LIGHT CAPITAL LLC

Santa Monica, CA

AUM

$135.3M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

CRYSTAL COVE ASSET MANAGEMENT

Newport Beach, CA

AUM

$135.2M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

COLTON WEALTH MANAGEMENT

Arcadia, CA

AUM

$135.1M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

ALUMAN

CA

AUM

$135.0M

Licensed in CA, MN, OR +2 states
CAMNORWATX
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

ALTUM WEALTH ADVISORS

Chico, CA

AUM

$135.0M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CLARION ADVISORS INC.

Auburn, CA

AUM

$134.4M

Licensed in AZ, CA, NE +4 states
AZCANEORTNWA+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MURRAY FINANCIAL SERVICES, INC

Chico, CA

AUM

$134.0M

Licensed in CA, NV, TX
CANVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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

LEWIS FINANCIAL, LLC

San Luis Obispo, CA

AUM

$133.9M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

ARETE WEALTH STRATEGISTS

Brisbane, CA

AUM

$133.7M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GARHWAL, CHAN & WILLIAMS INC.

San Francisco, CA

AUM

$133.6M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

HAYES WEALTH ADVISORS, LLC

CA

AUM

$133.3M

Licensed in CA, CO, GA +9 states
CACOGAILLAMI+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

QUANTIFY FUNDS

CA

AUM

$133.2M

Licensed in CA, NY
CANY
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

View detailsVisit website
Advisory firmPartnershipWebsite listed

STITES FINANCIAL CONSULTING

Wilton, CA

AUM

$132.3M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SCHMITZ CAPITAL PARTNERS, LLC

Mill Valley, CA

AUM

$132.0M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

AWR INVESTMENT MANAGEMENT, LLC

San Rafael, CA

AUM

$131.6M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

KERR WEALTH MANAGEMENT

Fresno, CA

AUM

$131.0M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

ARBOR WEALTH MANAGEMENT

Walnut Creek, CA

AUM

$130.0M

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

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WHEELS UP WEALTH, INC.

CA

AUM

$130.0M

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

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ARIA WEALTH MANAGEMENT

Saratoga, CA

AUM

$130.0M

Licensed in AL, AR, CA +3 states
ALARCAGATXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

VIDA WEALTH PARTNERS, INC.

Santa Barbara, CA

AUM

$129.6M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EQUILIBRIUM WEALTH LLC

CA

AUM

$129.5M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

21 WEST WEALTH MANAGEMENT LLC

Tustin, CA

AUM

$128.9M

Licensed in CA, TX
CATX
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

WOLFGANG CAPITAL

Temecula, CA

AUM

$128.9M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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