Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| RICHLINE CAPITAL MANAGEMENT INC. CRD 337765 | Markham, Ontario, CA | Corporate platform Corporation | $23.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CREATIVE CAPITALISTS, INC CRD 298898 | Glendale, CA | Corporate platform Corporation | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTEREY BAY ASSET MANAGEMENT LLC CRD 142460 | Monterey, CA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| GL TRUST, INC. CRD 312012 | Whittier, CA | Corporate platform Corporation | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE INVESTMENT MANAGEMENT, LLC CRD 166340 | Newport Beach, CA | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM | View | |
| MARIPOSA CAPITAL MANAGEMENT, LLC CRD 150870 | Pasadena, CA | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VELMARK CAPITAL MANAGEMENT LLC CRD 311441 | San Francisco, CA | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRI-QUEST INVESTMENT ADVISORS CRD 135364 | Fresno, CA | Corporate platform Corporation | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK PEAK FINANCIAL CRD 226668 | Menlo Park, CA | Advisory firm Sole prop | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT WEALTH ADVISORS, LLC CRD 299434 | Mission Viejo, CA | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WEALTH FINANCIAL GROUP WEST, INC. CRD 324051 | Costa Mesa, CA | Corporate platform Corporation | $21.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BANKERS INVESTMENT COUNSELING CRD 325872 | Ventura, CA | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| AL LOCY FINANCIAL SERVICES LLC CRD 135869 | Lodi, CA | Advisory firm LLC | $21.5M | 1 advisors | Percentage of AUM | View | |
| CORRIGIT CAPITAL GROUP CRD 292812 | Pasadena, CA | Corporate platform Corporation | $21.5M | 2 advisors | Percentage of AUM | View | |
| VALUETECH PRIVATE ADVISORS CRD 311165 | Diamond Bar, CA | Advisory firm LLC | $21.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVERGREEN CAPITAL HOLDINGS, LLC CRD 312345 | Newport Beach, CA | Advisory firm LLC | $21.4M | 2 employees | Percentage of AUM | View | |
| PARCO WEALTH MANAGEMENT LLC CRD 306826 | CA | Advisory firm LLC | $21.0M | 2 advisors | Percentage of AUM | View | |
| SOARES FINANCIAL, INC. CRD 120056 | Napa, CA | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN WEALTH CAPITAL, LLC CRD 327819 | Sacramento, CA | Advisory firm LLC | $21.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUOIA FINANCIAL, LLC CRD 304388 | Visalia, CA | Advisory firm LLC | $20.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHFINDER WEALTH ADVISORS, LLC CRD 305910 | Los Angeles, CA | Advisory firm LLC | $20.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AQUILA WEALTH ADVISORS CRD 290083 | San Luis Obispo, CA | Advisory firm LLC | $20.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STACK ASSET MANAGEMENT CRD 151247 | San Diego, CA | Corporate platform Corporation | $20.7M | 2 advisors | Percentage of AUM | View | |
| HOLT INVESTMENT ADVISORS CRD 135659 | Manhattan Beach, CA | Advisory firm Sole prop | $20.6M | 1 advisors | Percentage of AUM; Performance-based fees | View |