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Showing Trusts & Estates advisors in CA

2,324 advisers found

Corporate platformCorporationWebsite listed

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Carlsbad, CA

AUM

$81.2M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOR WEALTH ADVISORS, LLC

Folsom, CA

AUM

$81.0M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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
Corporate platformCorporationWebsite listed

WILLIAMS WEALTH MANAGEMENT, INC.

Los Angeles, CA

AUM

$80.9M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SARANAP WEALTH ADVISORS

Walnut Creek, CA

AUM

$80.8M

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

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLPWebsite listed

KENSINGTON AMI, LLC

Burbank, CA

AUM

$80.2M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

NARDENE WEALTH MANAGEMENT INC

Brentwood, CA

AUM

$80.0M

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

View detailsVisit website
Advisory firmSole propWebsite listed

DAVID DE KOEKKOEK, CFP, EA

Chino, CA

AUM

$78.6M

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

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

JERSIN FINANCIAL SERVICES

Danville, CA

AUM

$78.2M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • INCOME TAX PLANING

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

BLEECK FINANCIAL MANAGEMENT, INC.

Carmel, CA

AUM

$77.6M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; A RETAINER FEE

View detailsVisit website
Advisory firmLLCWebsite listed

PEAK INVESTMENT SOLUTIONS, LLC

Roseville, CA

AUM

$77.4M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; ASSETS UNDER ADVISEMENT

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHBOOST ADVISORS, LLC

San Francisco, CA

AUM

$77.2M

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 +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STOUT CAPITAL MANAGEMENT LLC

Encinitas, CA

AUM

$76.9M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRIDGE CAPITAL CONSULTING, LLC

Newport Beach, CA

AUM

$76.5M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BAUGHMAN FINANCIAL GROUP

Novato, CA

AUM

$76.4M

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 +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

THE MCBRIDE GROUP

Petaluma, CA

AUM

$76.3M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WEIGELFAM

CA

AUM

$76.1M

Licensed in CA, ID, NE +4 states
CAIDNENJNYNH+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DOLL CAPITAL ADVISORS INCORPORATED

San Juan Capistrano, CA

AUM

$76.0M

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

View detailsVisit website
Advisory firmLLCWebsite listed

FUTURE WEALTH LLC

Los Gatos, CA

AUM

$75.6M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SANTARA WEALTH MANAGEMENT LLC

San Diego, CA

AUM

$75.5M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SEAWISE FINANCIAL, INC.

Cardiff By The Sea, CA

AUM

$75.3M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHTARGET INVESTMENT ADVISORS, LLC

Bakersfield, CA

AUM

$75.3M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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