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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Trusts & Estates advisors in CA

2,324 advisers found

Advisory firmLLCWebsite listed

MYRA WEALTH

CA

AUM

$65.0M

Licensed in CA, NJ, NY, TX
CANJNYTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOCUSED MISSION FINANCIAL

San Diego, CA

AUM

$64.7M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MARATHON RETIREMENT PLANNING

Dublin, CA

AUM

$64.3M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LAGOS WEALTH ADVISORS

Diamond Bar, CA

AUM

$64.2M

Based in CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

MOK CAPITAL MANAGEMENT

Los Altos, CA

AUM

$63.6M

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

STRONG BRIDGE ADVISORS LLC

San Francisco, CA

AUM

$63.5M

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

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

JOINER FINANCIAL, LLC

El Dorado Hills, CA

AUM

$63.4M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • ADVISOR TO A HEDGE FUND

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CROSSROADS PLANNING

Orange, CA

AUM

$63.1M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VALUE MONITORING, INC

Menlo Park, CA

AUM

$62.9M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WHITESPACE FINANCIAL, LLC

Palo Alto, CA

AUM

$62.9M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT

San Juan Capistrano, CA

AUM

$62.8M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

PATHWAY ADVISORS, LLC

Fallbrook, CA

AUM

$62.5M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PWJOHNSON WEALTH & LEGACY, LLC

Los Altos, CA

AUM

$62.5M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLACKHAWK WEALTH ADVISORS

Danville, CA

AUM

$62.1M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FOCUSYOU

Redwood City, CA

AUM

$61.9M

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

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EDDY FINANCIAL, LLC

Santa Monica, CA

AUM

$61.9M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RCM ROBINSON CAPITAL MANAGEMENT LLC

Sacramento, CA

AUM

$61.8M

Licensed in CA, MA
CAMA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

REFRESH INVESTMENTS

Santa Monica, CA

AUM

$61.5M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

R-TECH ADVISORS, INC.

Woodland Hills, CA

AUM

$61.5M

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
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