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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 | |||||
|---|---|---|---|---|---|---|---|
| HAFNIA FINANCIAL, INC. CRD 315096 | San Diego, CA | Corporate platform Corporation | $49.5M | 2 advisors | Percentage of AUM | View | |
| THE DELTA GROUP CRD 111852 | Sonoma, CA | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE THE GAP RETIREMENT PLANNERS CRD 316508 | Simi Valley, CA | Advisory firm LLC | $49.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALEXANDER BEARD (USA) INC. CRD 134642 | Ellesmere Port, Cheshire, CA | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DW FINANCIAL INC CRD 136882 | Anaheim, CA | Corporate platform Corporation | $48.0M | 1 advisors | Fixed fees | View | |
| PARIVEDA INVESTMENT MANAGEMENT CRD 123471 | Mountain View, CA | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM | View | |
| THE LEONARD FINANCIAL GROUP, LLC CRD 123651 | Riverside, CA | Advisory firm LLC | $47.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH PLANNING GROUP, INC. CRD 143222 | Valencia, CA | Corporate platform Corporation | $47.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISORS ON CALL CRD 315319 | Laguna Hills, CA | Advisory firm LLC | $47.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATE CAPITAL MANAGEMENT, L.L.C. CRD 301992 | San Francisco, CA | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SOUND INVESTMENT MANAGEMENT, LLC CRD 299859 | Newport Beach, CA | Advisory firm LLC | $47.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS FINANCIAL ADVISORS, INC. CRD 160276 | Oroville, CA | Corporate platform Corporation | $46.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUST FUTURES CRD 327226 | San Francisco, CA | Advisory firm LLC | $46.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL PLANNING GROUP, LLC CRD 118921 | Costa Mesa, CA | Advisory firm LLC | $46.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPHINX INVESTMENTS LLC CRD 327836 | CA | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM | View | |
| PURE WEALTH MANAGEMENT CRD 154120 | Cerritos, CA | Corporate platform Corporation | $46.0M | 1 advisors | Percentage of AUM | View | |
| APPLIED WEALTH MANAGEMENT CRD 318732 | Bakersfield, CA | Advisory firm LLC | $46.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTER PILLAR WEALTH MANAGEMENT LLC CRD 313243 | Newark, CA | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADDEN CREEK ADVISORS CRD 270010 | San Rafael, CA | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM | View | |
| UNITED GLOBAL ADVISORS, LLC CRD 167809 | Beverly Hills, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM | View | |
| DURAN CAPITAL MANAGEMENT, LLC CRD 321779 | Santa Barbara, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUTLER FINANCIAL SERVICES, LTD. CRD 134049 | Westlake Village, CA | Corporate platform Corporation | $45.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K ENGINEERS INC. CRD 309129 | Tracy, CA | Corporate platform Corporation | $45.3M | 1 advisors | Percentage of AUM | View | |
| LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT CRD 109340 | La Jolla, CA | Corporate platform Corporation | $45.2M | 2 advisors | Percentage of AUM; Fixed fees | View |