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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 | |||||
|---|---|---|---|---|---|---|---|
| MINISTRY PARTNERS SECURITIES, LLC CRD 154349 | Brea, CA | Advisory firm LLC | $25.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BERKELEY INVESTMENT ADVISORS CRD 121223 | San Francisco, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PMA WEALTH MANAGEMENT CRD 323475 | Tustin, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM | View | |
| GOSHO FINANCIAL GROUP CRD 152268 | San Mateo, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIA WEALTH MANAGEMENT CRD 309571 | Pasadena, CA | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPINE PEAKS CONSULTING CRD 154366 | Alpine Meadows, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| PREMIER WEALTH ADVISORS, INC. CRD 146676 | Woodland Hills, CA | Corporate platform Corporation | $25.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTHLAND INVESTMENTS CRD 134478 | Huntington Beach, CA | Advisory firm Sole prop | $24.5M | 2 advisors | Percentage of AUM | View | |
| CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC CRD 306593 | San Jose, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC CRD 299885 | San Francisco, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM | View | |
| CONTINUUM FINANCIAL PARTNERS, LLC CRD 165694 | El Dorado Hills, CA | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLINGTON CAPITAL ADVISORS, LLC CRD 282696 | San Francisco, CA | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM | View | |
| JC FINANCIAL SERVICES CRD 284702 | Loomis, CA | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALPHA PRIVATE WEALTH ADVISORS LLC CRD 172724 | San Francisco, CA | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE INVESTMENT AND PHILANTHROPY CORPORATION CRD 118178 | Sausalito, CA | Corporate platform Corporation | $24.0M | 2 advisors | Percentage of AUM | View | |
| KARL SCHORR WEALTH MANAGEMENT, LLC CRD 166433 | Menifee, CA | Advisory firm LLC | $23.9M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| KOHR INVESTMENTS CRD 305796 | Mission Viejo, CA | Advisory firm LLC | $23.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHLIGHT WEALTH MANAGEMENT CRD 331642 | San Diego, CA | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ABUNDIT WEALTH CRD 329268 | San Jose, CA | Advisory firm Sole prop | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHARCH INVESTMENT SERVICES, LLC CRD 170601 | Pasadena, CA | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROFESSIONAL FINANCIAL ADVISORS INC CRD 105296 | San Juan Capistrano, CA | Corporate platform Corporation | $23.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MICHAEL P LYNCH WEALTH MANAGEMENT, LLC CRD 147450 | Stockton, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PROFLEX FINANCE CRD 334262 | Los Gatos, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM | View | |
| WOVEN CAPITAL, LLC CRD 171540 | Redding, CA | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |