AUM
$114.5M
Licensed in CA, IL
CAIL
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
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,324 advisers found
AUM
$114.4M
Based in CA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$114.2M
Licensed in CA, TN, WA +3 states
CATNWATXNHFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$114.1M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
AUM
$113.1M
Licensed in CA, OR, TX
CAORTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$112.4M
Licensed in CA, CO, FL
CACOFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$112.3M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$111.9M
Licensed in CA, CO, GA +21 states
CACOGAIDILIN+18
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$111.1M
Licensed in CA, IL, IN +2 states
CAILINOHTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
AUM
$110.8M
Licensed in CA, LA, MA +5 states
CALAMAMSNYNC+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$110.8M
Licensed in CA, NV, TX, FL
CANVTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
AUM
$110.6M
Licensed in CA, OR, WA, TX
CAORWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$110.1M
Licensed in CA, TX
CATX
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
AUM
$110.0M
Licensed in CA
CA
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
Team
2 advisors
Clients
0
Fees
Percentage of AUM
AUM
$110.0M
Licensed in CA
CA
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
AUM
$110.0M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
AUM
$109.6M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$109.3M
Licensed in CA, WA
CAWA
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
- Pension consulting
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$109.2M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; HOURLY CHARGES FOR PLANNING/PROJECTS
AUM
$109.0M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$108.6M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
AUM
$108.5M
Licensed in CA, CO, MA +4 states
CACOMANJNYWA+1
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
Corporate platformCorporationWebsite listed
MARK SMITH FINANCIAL SERVICES, INC.
Thousand Oaks Drive, CA
AUM
$107.7M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$107.4M
Licensed in CA, ID, UT, TX
CAIDUTTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more