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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

PROSPETTIVA FINANCIAL

San Francisco, CA

AUM

$128.7M

Licensed in CA, MT
CAMT
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLPWebsite listed

BANTA ASSET MANAGEMENT LP

Newport Beach, CA

AUM

$128.7M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFICA PARTNERS CAPITAL MANAGEMENT INC.

Surrey, CA

AUM

$128.2M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HARBOR HILLS FINANCIAL ADVISORS

Montecito, CA

AUM

$128.0M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

OPUS PRIVATE WEALTH GROUP, LLC

Orange, CA

AUM

$128.0M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformLLCWebsite listed

WE FINANCIAL GROUP

San Francisco, CA

AUM

$127.4M

Based in CA
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
Corporate platformCorporationWebsite listed

FAIRCHILD FINANCIAL ADVISORS, INC.

Folsom, CA

AUM

$127.3M

Licensed in CA, ID, NV +2 states
CAIDNVUTTX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WRIGHT WEALTH STRATEGIES, LLC

San Luis Obispo, CA

AUM

$127.2M

Licensed in CA, LA, TX
CALATX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

DOUBLE BAY MANAGEMENT & PLANNING

San Francisco, CA

AUM

$127.0M

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 +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

IMPACT FIDUCIARY LLC

Pasadena, CA

AUM

$127.0M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MILLER FINANCIAL SERVICES, INC.

San Juan Capistrano, CA

AUM

$127.0M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SHEPHERD STREET ADVISORS

Larkspur, CA

AUM

$126.2M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

THIELEN CAPITAL CORPORATION

Ladera Ranch, CA

AUM

$126.0M

Licensed in AZ, CA, IL
AZCAIL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BASTION FIDUCIARY

CA

AUM

$125.2M

Licensed in CA, IL, LA +6 states
CAILLAMDNYNC+3
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SEEDSAFE FINANCIAL LLC

CA

AUM

$125.2M

Licensed in CA, CO, IL +5 states
CACOILLANYPA+2
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

ROYAL PALMS CAPITAL, LLC

CA

AUM

$124.2M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INFINITY 8 INVESTMENTS, LLC

Cupertino, CA

AUM

$123.9M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

CANDIDE GROUP

Oakland, CA

AUM

$123.6M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ZUCKERMAN CAPITAL MANAGEMENT, LLC

Los Angeles, CA

AUM

$123.5M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

GALLAGHER WEALTH MANAGEMENT

Danville, CA

AUM

$123.5M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmPartnershipWebsite listed

GIVING TREE WEALTH ADVISORS

San Ramon, CA

AUM

$123.3M

Based in 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
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