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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 | |||||
|---|---|---|---|---|---|---|---|
| OWL AND ORE WEALTH PLANNING CRD 283734 | Pleasant Hill, CA | Advisory firm LLC | $57.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFE BY DESIGN INVESTMENT ADVISORY SERVICES CRD 301816 | Dana Point, CA | Corporate platform Corporation | $57.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIALLY HEALTHY, LLC CRD 156022 | Oakland, CA | Advisory firm LLC | $57.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KNIGHT AND COMPANY WEALTH ADVISORS, LLC CRD 171840 | Pleasanton, CA | Advisory firm LLC | $56.9M | 2 advisors | Percentage of AUM | View | |
| LA JOLLA ASSET MANAGEMENT, INC. CRD 112327 | San Diego, CA | Corporate platform Corporation | $56.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MCINTOSH CAPITAL ADVISORS, INC. CRD 131188 | Los Angeles, CA | Corporate platform Corporation | $56.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFS INVESTMENTS CRD 163928 | Turlock, CA | Corporate platform Corporation | $56.5M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROACH INVESTMENT SERVICES CRD 134128 | San Mateo, CA | Advisory firm Sole prop | $55.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BULLSEYE INVESTMENT GROUP CRD 333284 | CA | Advisory firm LLC | $55.6M | 1 advisors | Percentage of AUM | View | |
| DEPAOLO & MAY STRATEGIC WEALTH LLC CRD 327564 | Irvine, CA | Advisory firm LLC | $55.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DOLAN PARTNERS LLC CRD 152317 | Danville, CA | Advisory firm LLC | $55.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FORTITUDE WEALTH MANAGEMENT L.L.C. CRD 297013 | San Ramon, CA | Advisory firm LLC | $55.1M | 1 advisors | Percentage of AUM | View | |
| AGG ASSET MANAGEMENT, LLC CRD 154846 | Westlake Village, CA | Advisory firm LLC | $55.0M | 1 advisors | Percentage of AUM | View | |
| VEDA FINANCIAL INVESTMENT ADVISORY CRD 173448 | Newport Beach, CA | Corporate platform Corporation | $55.0M | 1 advisors | Percentage of AUM | View | |
| POPLAR GLOBAL WEALTH MANAGEMENT LLC CRD 165532 | Daly City, CA | Advisory firm LLC | $54.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL RESOURCES AND INSURANCE, INC CRD 301878 | Huntington Beach, CA | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HONOR FAMILY OFFICE, LLC CRD 317000 | Santa Barbara, CA | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIVE CAPITAL PARTNERS CRD 338735 | Newport Beach, CA | Advisory firm LLC | $54.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SISTO INVESTMENT ADVISORY, LLC CRD 284949 | Roseville, CA | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITA WEALTH ADVISORS, LLC CRD 331838 | Manhattan Beach, CA | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDELA WEALTH CRD 328060 | Calabasas, CA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5 TALENTS ADVISORS, INC CRD 333270 | Cameron Park, CA | Corporate platform Corporation | $54.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE CAPITAL SERVICES, LLC CRD 145449 | Folsom, CA | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM | View | |
| WEALTHBUILDERS, LLC CRD 286348 | Carlsbad, CA | Advisory firm LLC | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |