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Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

SWAD WEALTH MANAGEMENT LLC

Santa Rosa, CA

AUM

$97.9M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LAGUNA CAPITAL MANAGEMENT, INC.

Santa Barbara, CA

AUM

$97.5M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WEALTHLYNK, INC.

Fallbrook, CA

AUM

$97.4M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WEALTH LEGACY GROUP, INC.

San Diego, CA

AUM

$97.2M

Based in CA
Financial PlanningTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Selection of other advisers
  • Publication of periodicals

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

MEYERS WEALTH MANAGEMENT

Palo Alto, CA

AUM

$96.0M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

KULEANA WEALTH ADVISORS

Los Altos, CA

AUM

$95.6M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MEM INVESTMENTS

Laguna Beach, CA

AUM

$95.3M

Based in CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

INTERLAKE CAPITAL MANAGEMENT, LLC

Carmel, CA

AUM

$95.0M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SAXON SECURITIES LLC

San Francisco, CA

AUM

$94.6M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

DARRELL CAPITAL MANAGEMENT, LLC

Rolling Hills Estates, CA

AUM

$94.4M

Based in CA
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

View detailsVisit website
Advisory firmLLCWebsite listed

WEBB FINANCIAL GROUP

Mission Viejo, CA

AUM

$94.4M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

KING WEALTH ADVISORS, LLC

San Mateo, CA

AUM

$94.1M

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 +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAPITAL WEALTH PLANNERS, LLC

Folsom, CA

AUM

$94.0M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

COVE STREET CAPITAL, LLC

Hermosa Beach, CA

AUM

$93.8M

Licensed in CA, LA, NY
CALANY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ORDERLY FINANCE

Walnut Creek, CA

AUM

$93.2M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PEAK FINANCIAL PLANNING

Canoga Park, CA

AUM

$93.0M

Licensed in CA, PA, UT +2 states
CAPAUTTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MCCLURG CAPITAL CORPORATION

San Rafael, CA

AUM

$92.9M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CARNEY PORTFOLIO MANAGEMENT INC.

Costa Mesa, CA

AUM

$92.8M

Based in CA
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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