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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 | |||||
|---|---|---|---|---|---|---|---|
| DOWNIE FINANCIAL GROUP CRD 289066 | Mission Viejo, CA | Advisory firm LLC | $35.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DISRUPTIVESECULARGROWTH CORPORATION CRD 300867 | Mountain View, CA | Corporate platform Corporation | $35.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QST CAPITAL LLC CRD 285613 | San Francisco, CA | Advisory firm LLC | $35.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PF WEALTH MANAGEMENT GROUP, LLC CRD 140015 | Oakland, CA | Advisory firm LLC | $35.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTECITO CAPITAL MANAGEMENT CRD 123266 | Santa Barbara, CA | Advisory firm Sole prop | $35.0M | 1 advisors | Percentage of AUM | View | |
| OPTIMUS ADVISORY GROUP CRD 111239 | Irvine, CA | Advisory firm LLC | $35.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GARABEDIAN WEALTH MANAGEMENT GROUP CRD 171307 | Pasadena, CA | Corporate platform Corporation | $34.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TORREY PINES FINANCIAL, INC. CRD 288213 | San Diego, CA | Corporate platform Corporation | $34.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DES FINANCIAL GROUP, LLC CRD 174421 | Brea, CA | Advisory firm LLC | $34.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEST COAST FINANCIAL WEALTH MANAGEMENT, INC CRD 158644 | Walut Creek, CA | Corporate platform Corporation | $34.0M | 1 advisors | Percentage of AUM | View | |
| TEAM ELEVATED ASSET MANAGEMENT CRD 321979 | Thousand Oaks, CA | Advisory firm LLC | $33.9M | 2 advisors | Percentage of AUM | View | |
| GOOD BALANCE FP LLC CRD 324354 | Los Angeles, CA | Advisory firm LLC | $33.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC ADVOCATES, LLC CRD 316858 | Sacramento, CA | Advisory firm LLC | $33.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| T.H. RAPKO & COMPANY, LLC CRD 165874 | Monterey, CA | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM | View | |
| WEALTH ENHANCEMENT & PRESERVATION, INC. CRD 124368 | Westlake Village, CA | Corporate platform Corporation | $33.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL GROUP CRD 169966 | Diamond Bar, CA | Advisory firm LLC | $33.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HIGHLANDS WEALTH ADVISORS, LLC CRD 156428 | San Diego, CA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM | View | |
| BRAVE NEW WEALTH CRD 336030 | Westlake Village, CA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEXT GEN FINANCIAL PLANNING CRD 283233 | San Diego, CA | Advisory firm LLC | $33.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POSITIVE DELTA ASSET MANAGEMENT LLC CRD 134775 | Los Angeles, CA | Advisory firm LLC | $32.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASCEND FINANCIAL ADVISERS, INC CRD 113273 | Irvine, CA | Corporate platform Corporation | $32.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IRONCREST CAPITAL MANAGEMENT LLC CRD 310022 | Santa Barbara, CA | Advisory firm LLC | $32.6M | 1 advisors | Percentage of AUM | View | |
| 10 STAR ASSET MANAGEMENT CRD 145873 | Carlsbad, CA | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM | View | |
| FIGTREE FINANCIAL ADVISORS, LLC CRD 301517 | Santa Clara, CA | Advisory firm LLC | $32.2M | 2 advisors | Percentage of AUM; Fixed fees | View |