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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 | |||||
|---|---|---|---|---|---|---|---|
| DUCKETT WEALTH MANAGEMENT CRD 321880 | Irvine, CA | Advisory firm LLC | $53.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DUNVEGAN ASSOCIATES INC CRD 108603 | Santa Barbara, CA | Corporate platform Corporation | $53.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTPARK CAPITAL, INC. CRD 39914 | Los Angeles, CA | Corporate platform Corporation | $53.1M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKLINES FINANCIAL CRD 323340 | Los Angeles, CA | Corporate platform Corporation | $53.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| QUBERA WEALTH MANAGEMENT CRD 161389 | Pasadena, CA | Corporate platform Corporation | $52.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCELSUS CAPITAL MANAGEMENT CRD 130886 | Manhattan Beach, CA | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW ASSETS INVESTMENT ADVISORS LLC CRD 167341 | Milpitas, CA | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLEMAN WEALTH MANAGEMENT INC. CRD 312839 | Rancho Santa Margarita, CA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENDEAVOR FINANCIAL PLANNING CRD 287615 | Sacramento, CA | Advisory firm Sole prop | $51.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANCHOR BAY PRIVATE WEALTH LLC CRD 327418 | Carlsbad, CA | Advisory firm LLC | $51.7M | 6 advisors | Percentage of AUM | View | |
| CONVEY WEALTH LLC CRD 322622 | Burbank, CA | Advisory firm LLC | $51.7M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| EVLA HILLS EQUITY SERVICES LLC CRD 142446 | Saratoga, CA | Advisory firm LLC | $51.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DBA GENERATIONAL WEALTH STRATEGIES CRD 111203 | Irvine, CA | Corporate platform Corporation | $51.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASON FINANCIAL SERVICES CRD 173628 | Redlands, CA | Corporate platform Corporation | $51.3M | 1 advisors | Percentage of AUM | View | |
| SIMPLIFIEDFP CRD 338336 | Clovis, CA | Advisory firm LLC | $51.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAPPORT FINANCIAL, LLC CRD 286308 | San Francisco, CA | Advisory firm LLC | $51.2M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WEALTHFOLIO ADVISORS LLC CRD 298857 | Sonoma, CA | Advisory firm LLC | $51.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYES HART CPA'S WEALTH MANAGEMENT, INC CRD 300030 | Coronado, CA | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM | View | |
| KOCH CAPITAL MANAGEMENT LLC CRD 148575 | Alamo, CA | Advisory firm LLC | $50.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERITAGE WEALTH MANAGEMENT CRD 311884 | Carlsbad, CA | Advisory firm LLC | $50.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSG FINANCIAL GROUP INC CRD 136849 | Stockton, CA | Corporate platform Corporation | $50.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| D.A. FLOWERS & COMPANY, LLC CRD 149154 | Berkeley, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANETTA WEALTH CRD 328836 | Danville, CA | Corporate platform Corporation | $50.0M | 1 advisors | Percentage of AUM | View | |
| PRIVATE PORTFOLIO OF SAN DIEGO CRD 36644 | La Jolla, CA | Corporate platform Corporation | $50.0M | 9 advisors | Percentage of AUM | View |