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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 | |||||
|---|---|---|---|---|---|---|---|
| BAKER JENSEN INVESTMENT ADVISORS, LLC CRD 115086 | San Clemente, CA | Advisory firm LLC | $38.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRAPE MODERN WEALTH MANAGEMENT CRD 319261 | Temecula, CA | Corporate platform Corporation | $38.6M | 1 advisors | Percentage of AUM | View | |
| ADAP TAX FINANCIAL, INC. CRD 293211 | Pleasanton, CA | Corporate platform Corporation | $38.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRIS & ASSOCIATES CRD 134066 | Manhattan Beach, CA | Corporate platform Corporation | $38.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACELA CAPITAL MANAGEMENT, LLC CRD 153444 | Los Altos, CA | Advisory firm LLC | $38.1M | 2 advisors | Percentage of AUM | View | |
| OZ WEALTH MANAGEMENT LLC CRD 307303 | Irvine, CA | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM | View | |
| REDEFINE FINANCIAL CRD 297277 | Mission Viejo, CA | Advisory firm LLC | $37.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPURGEON FINANCIAL GROUP CRD 138174 | Stockton, CA | Advisory firm Sole prop | $37.8M | 1 advisors | Percentage of AUM | View | |
| AMORETTI WOLLMAN CAPITAL MANAGEMENT CRD 315111 | San Francisco, CA | Corporate platform Corporation | $37.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION CRD 123470 | Visalia, CA | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LANCE PARKER WEALTH MANAGEMENT CRD 158251 | San Luis Obispo, CA | Advisory firm LLC | $37.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SECOND MOUNTAIN FINANCIAL, INC. CRD 152493 | Redondo Beach, CA | Corporate platform Corporation | $37.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PDE WEALTH ADVISORS, LLC CRD 291373 | Rancho Cucamonga, CA | Advisory firm LLC | $37.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL FINANCIAL CONSULTANTS GROUP, INC. CRD 133657 | San Juan Capistrano, CA | Corporate platform Corporation | $37.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGIST WEALTH ADVISORS CRD 127126 | Carmel, CA | Advisory firm LLC | $37.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHANEY FINANCIAL SERVICES, INC. CRD 145602 | Glendale, CA | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERCY E. BOLTON ASSOCIATES, INC. CRD 116174 | Pasadena, CA | Corporate platform Corporation | $36.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| BELLWETHER CAPITAL MANAGEMENT LLC CRD 153633 | Fair Oaks, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KEY FOCUS WEALTH LLC CRD 311827 | San Ramon, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARGO PARK FINANCIAL CRD 169375 | San Diego, CA | Advisory firm LLC | $36.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STONE RIDGE ADVISORS CRD 327875 | CA | Advisory firm LLC | $36.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CHINESE ABRAHAM INVESTMENT ADVISORS LLC CRD 132170 | Cupertino, CA | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPEARHEAD ADVISORS, LLC CRD 316684 | Newport Beach, CA | Advisory firm LLC | $35.8M | 3 advisors | Percentage of AUM | View | |
| BABYLON WEALTH MANAGEMENT LLC CRD 283309 | Walnut Creek, CA | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |