OHANA ADVISORS
San Rafael, CA
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-226-4100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
A16Z PERENNIAL MANAGEMENT, L.P.
Menlo Park, CA
AUM
$2.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
(650) 798-5800
GIVERNY CAPITAL
Montreal, CA
AUM
$2.70B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
514-842-5589
ANALYST PORTFOLIO MANAGEMENT LTD.
Tel Aviv, CA
AUM
$2.69B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
972-3-7147147
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
CHECCHI CAPITAL ADVISERS, LLC
Beverly Hills, CA
AUM
$2.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
310-432-0010
HOWARD CAPITAL MANAGEMENT GROUP, LLC
Los Angeles, CA
AUM
$2.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
310-473-9100
SSI INVESTMENT MANAGEMENT LLC
Los Angeles, CA
AUM
$2.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
310-595-2000
VALIDUS CAPITAL LLC
El Segundo, CA
AUM
$2.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(424) 499-1360
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
PERENNIAL FINANCIAL SERVICES
Los Angeles, CA
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-445-2504
WEALTH ARCHITECTS, LLC
Mountain View, CA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-325-9044
SENTRY ADVISORS, LLC
San Francisco, CA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
415-229-9070
CHECK CAPITAL MANAGEMENT INC
Costa Mesa, CA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
714-641-3579
GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-933-3786
CLARET ASSET MANAGEMENT CORP
Montreal Quebec, CA
AUM
$2.36B
Wealth MgmtTrusts & Estates
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
514-842-6110
IFC ADVISORS LLC
Los Angeles, CA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-596-1250
WILLOW CREEK WEALTH MANAGEMENT, INC.
Sebastopol, CA
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
707-829-1146
AUM
$2.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
888-585-1755
JDL ADVISERS
Newport Beach, CA
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-752-9096
CALIFORNIA FINANCIAL ADVISORS
San Ramon, CA
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
925.275.1000
PACIFIC INCOME ADVISERS INC
El Segundo, CA
AUM
$2.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
310-393-1424
OAKMONT CORPORATION
Los Angeles, CA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
213-891-6300
THE FORUM FINANCE GROUP SA
Geneva, CA
AUM
$2.21B
Wealth MgmtTrusts & Estates
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +3 more
+41 22 552 83 00