MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
SIGFIG WEALTH MANAGEMENT LLC
San Francisco, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-974-4344
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
FRANK, RIMERMAN ADVISORS LLC
Palo Alto, CA
AUM
$3.40B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-845-8100
SUMMITRY, LLC
Foster City, CA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
650-212-2240
DUCENTA SQUARED ASSET MANAGEMENT
El Segundo, CA
AUM
$3.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(213) 687-9170
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
AUM
$3.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6465479080
EARNED WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$3.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925.939.2500
CLARIVEST ASSET MANAGEMENT LLC
San Diego, CA
AUM
$3.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-480-2440
STRATEGIC GLOBAL ADVISORS, LLC
Newport Beach, CA
AUM
$3.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
949-706-2640
ALLOCATE MANAGEMENT COMPANY, LLC
Palo Alto, CA
AUM
$3.00B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
650-331-4151
ASSET DEDICATION, LLC
San Francisco, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
866-535-0897
RAUB BROCK CAPITAL MANAGEMENT, LP
Larkspur, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-927-6990
POINT OLEMA CAPITAL PARTNERS, L.P.
San Francisco, CA
AUM
$2.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-851-0411
FORT POINT CAPITAL PARTNERS LLC
San Francisco, CA
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(415) 449-0570
LM ADVISORS LLC
San Diego, CA
AUM
$2.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
619-814-1400
HOLLENCREST CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
949-737-7700
VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
ANGELES WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
310-393-6300