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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformCorporationWebsite listed

PARK PLACE WEALTH ADVISORS, INC

Orinda, CA

AUM

$87.1M

Based in CA
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 +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

O'NEILL FINANCIAL MANAGEMENT, INC.

Lake Forest, CA

AUM

$86.7M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GROW FUNDS LLC

La Jolla, CA

AUM

$86.5M

Based in CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VERITAS FINANCIAL CONSULTING LLC

Monrovia, CA

AUM

$86.2M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CDFINANCIAL

San Juan Capistrano, CA

AUM

$86.2M

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

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VON ADELUNG WEALTH MANAGEMENT

Montrose, CA

AUM

$86.0M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

OCEAN AVENUE WEALTH MANAGEMENT

Santa Monica, CA

AUM

$85.9M

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 · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

IMPACTADVISOR LLC

Sf, CA

AUM

$85.8M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

PEDICORD WEALTH MANAGEMENT, LLC

Rocklin, CA

AUM

$85.6M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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

REICHER CAPITAL MANAGEMENT, LLC

Kentfield, CA

AUM

$85.5M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

QUIVER FINANCIAL HOLDINGS LLC

San Clemente, CA

AUM

$84.7M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

SOESBE FINANCIAL

Sacramento, CA

AUM

$84.4M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PACIFIC FINANCIAL PLANNERS, LLC

Laguna Niguel, CA

AUM

$84.2M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PROPRIETOR WEALTH MANAGEMENT INC.

Larkspur, CA

AUM

$84.2M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

SPELTS WEALTH MANAGEMENT, INC.

Chico, CA

AUM

$84.0M

Based in CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MCFARLAND ASSOCIATES

Monterey, CA

AUM

$83.2M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

KENNETH E. BOONE WEALTH MANAGEMENT, LLC

Oakdale, CA

AUM

$82.9M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ADES INVESTMENT COUNSEL, INC.

Los Angeles, CA

AUM

$82.9M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KUKUI TREE CAPITAL MANAGEMENT LLC

Palo Alto, CA

AUM

$82.8M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

KLESIS ADVISORS, LLC

Walnut Creek, CA

AUM

$82.0M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

NIX WEALTH MANAGEMENT

Sacramento, CA

AUM

$82.0M

Based in CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CYPRESS PATH CAPITAL, LLC

Carmel, CA

AUM

$81.6M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

POWERING YOUR RETIREMENT

San Ramon, CA

AUM

$81.3M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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