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Showing Trusts & Estates advisors in CA
2,324 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| EMERITUS INVESTMENT MANAGEMENT, INC. CRD 108328 | Mill Valley, CA | Corporate platform Corporation | $60.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STEINMETZ FINANCIAL PLANNING CRD 115545 | Redwood City, CA | Advisory firm Sole prop | $60.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FOX & HOLLAND INVESTING LLC CRD 317363 | Rancho Cucamonga, CA | Advisory firm LLC | $60.5M | 2 advisors | Percentage of AUM | View | |
| FAIRWAY ASSET MANAGEMENT, INC. CRD 142038 | San Ramon, CA | Corporate platform Corporation | $60.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VAN NOSTRAND WEALTH MANAGEMENT LLC CRD 304200 | San Diego, CA | Advisory firm LLC | $60.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MD WEALTH PARTNERS, INC CRD 159131 | Westlake Village, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM | View | |
| EMBARCADERO CAPITAL ADVISORS, INC. CRD 329285 | Laguna Hills, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FLEMING & ASSOCIATES, LLC CRD 136620 | San Diego, CA | Advisory firm LLC | $59.8M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SEILER & ASSOCIATES, LLC CRD 134524 | Pasadena, CA | Advisory firm LLC | $59.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOGUL WEALTH MANAGEMENT, INC. CRD 144711 | Manhattan Beach, CA | Corporate platform Corporation | $59.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AWM GLOBAL ADVISORS CRD 159094 | San Diego, CA | Advisory firm LLC | $59.2M | 3 advisors | Percentage of AUM | View | |
| PATHWAY FINANCIAL SERVICES, LLC CRD 170424 | Los Angeles, CA | Advisory firm LLC | $59.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WIN TEAM ADVISORY SERVICES CRD 136680 | Irvine, CA | Corporate platform Corporation | $59.0M | 3 advisors | Percentage of AUM | View | |
| LEGACY & WEALTH FINANCIAL ADVISORS CRD 284432 | Irvine, CA | Advisory firm LLC | $58.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALPHA WEALTH MANAGEMENT, LLC CRD 158608 | Hemet, CA | Advisory firm LLC | $58.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARDENT CAPITAL CRD 134105 | Mountain View, CA | Corporate platform Corporation | $58.8M | 1 advisors | Percentage of AUM | View | |
| MAXIM CAPITAL ADVISORS, INC. CRD 130161 | Irvine, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTSALUS WEALTH MANAGEMENT CRD 327857 | Mission Viejo, CA | Advisory firm LLC | $58.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DORSEY WEALTH MANAGEMENT, LLC CRD 158752 | Torrance, CA | Advisory firm LLC | $58.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRANSGLOBAL ADVISORY, LLC CRD 168709 | Monrovia, CA | Advisory firm LLC | $58.3M | 27 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| RIGHT BRAIN MONEY CRD 156420 | San Luis Obispo, CA | Advisory firm LLC | $58.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| EFC WEALTH MANAGEMENT FIRM LLC CRD 312671 | Los Angeles, CA | Advisory firm LLC | $57.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC CRD 287722 | Walnut Creek, CA | Advisory firm LLC | $57.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYDEN CAPITAL CRD 283201 | Los Angeles, CA | Advisory firm LLC | $57.4M | 1 advisors | Percentage of AUM; Performance-based fees | View |