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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 | |||||
|---|---|---|---|---|---|---|---|
| HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. CRD 300408 | Granada Hills, CA | Corporate platform Corporation | $28.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| THE FINANCIAL COACHING GROUP, INC. CRD 150371 | Laguna Hills, CA | Corporate platform Corporation | $28.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOWARD FINANCIAL CRD 155323 | Bakersfield, CA | Corporate platform Corporation | $27.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HINDE GROUP LLC CRD 174994 | San Francisco, CA | Advisory firm LLC | $27.7M | 1 advisors | Percentage of AUM | View | |
| TRIFLAME CAPITAL CRD 332465 | Roseville, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAI CAPITAL MANAGEMENT LLC CRD 128462 | Irvine, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| RETIREMENT SOLUTIONS LLC CRD 287820 | Los Angeles, CA | Advisory firm LLC | $27.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GFM ASSET MANAGEMENT LLC CRD 283810 | Weinfelden, CA | Advisory firm LLC | $27.5M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| BODDINGTON CAPITAL, LLC CRD 337918 | Stockton, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| SPAHR FINANCIAL GROUP, LLC CRD 123900 | Huntington Beach, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 77 FINANCIAL GROUP CRD 312367 | Carlsbad, CA | Advisory firm LLC | $27.1M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| JANIAN INVESTMENT ADVISERS, LLC CRD 164807 | Santa Rosa, CA | Advisory firm LLC | $27.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LUMINARY FINANCIAL PLANNING CRD 169270 | Modesto, CA | Advisory firm LLC | $26.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PORTAGE CAPITAL MANAGEMENT LLC CRD 299015 | Rolling Hills Estates, CA | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JST INVESTMENT CONSULTING CRD 158687 | Seal Beach, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEN CAPITAL ADVISORY GROUP, INC. CRD 164701 | El Cerrito, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYLARK WEALTH, LLC CRD 283522 | San Francisco, CA | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDONALD HARTMAN WEALTH ADVISORS CRD 316031 | Santa Monica, CA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONETARY MANAGEMENT CORPORATION CRD 131584 | San Francisco, CA | Corporate platform Corporation | $26.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NINE PINES VENTURES, LLC CRD 330532 | San Ramon, CA | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATE PLANNERS CRD 332251 | CA | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERGES CAPITAL MANAGEMENT CRD 288600 | San Diego, CA | Advisory firm LLC | $25.9M | 2 advisors | Percentage of AUM | View | |
| 7SUMMIT ADVISORS, LLC CRD 171409 | Los Angeles, CA | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT CRD 125451 | Roseville, CA | Advisory firm Sole prop | $25.6M | 1 advisors | Fixed fees | View |