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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 | |||||
|---|---|---|---|---|---|---|---|
| FILIPPINI INVESTMENT ADVISORY CRD 165943 | Santa Barbara, CA | Advisory firm LLC | $20.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARM GIRL CAPITAL LLC CRD 314384 | Albany, CA | Advisory firm LLC | $20.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEIXEIRA WEALTH MANAGEMENT LLC CRD 283906 | San Luis Obispo, CA | Advisory firm LLC | $20.3M | 1 advisors | Percentage of AUM | View | |
| LEGACY FINANCIAL GROUP CRD 115901 | Torrance, CA | Advisory firm LLC | $20.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TDIRECTION ASSET MANAGEMENT CRD 285730 | San Francisco, CA | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| YARASH GLOBAL SOLUTIONS INC. CRD 335185 | Glendale, CA | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COPIA WEALTH MANAGEMENT ADVISORS, INC. CRD 288286 | San Diego, CA | Corporate platform Corporation | $19.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC SPIRIT INVESTMENTS LP CRD 331583 | La Jolla, CA | Advisory firm LP | $19.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTH MANAGEMENT PARTNERS OF LOS ANGELES CRD 306780 | Encino, CA | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLALOM WEALTH MANAGEMENT, LLC CRD 292207 | Sacramento, CA | Advisory firm LLC | $19.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCING LIFE FINANCIAL PLANNING CRD 305808 | Orange, CA | Advisory firm Sole prop | $19.3M | 2 advisors | Percentage of AUM | View | |
| ALLMERITS ASSET, LLC CRD 309523 | Buena Park, CA | Advisory firm LLC | $18.9M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| X AND Y ADVISORS, INC. CRD 287715 | El Segundo, CA | Corporate platform Corporation | $18.8M | 1 advisors | Fixed fees | View | |
| LIGHTCAP FINANCIAL GROUP, LLC CRD 334873 | San Diego, CA | Advisory firm LLC | $18.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FLUENCY CRD 306267 | Irvine, CA | Advisory firm LLC | $18.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OAKGROWTH WEALTH MANAGEMENT LLC CRD 311604 | Pasadena, CA | Advisory firm LLC | $18.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PK WEALTH ADVISORS CRD 335676 | Sacramento, CA | Advisory firm LLC | $18.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RANDOLPH ELDER, CFP CRD 128903 | Loomis, CA | Advisory firm Sole prop | $18.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIRESIDE FINANCIAL PLANNING, INC. CRD 121784 | San Jose, CA | Corporate platform Corporation | $17.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTIENT FINANCIAL, LLC CRD 292766 | Laguna Niguel, CA | Advisory firm LLC | $17.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VIOS ASSET MANAGEMENT LLC CRD 120782 | San Francisco, CA | Advisory firm LLC | $17.4M | 1 advisors | Percentage of AUM | View | |
| MESA WEALTH MANAGEMENT CRD 285861 | Camarillo, CA | Corporate platform Corporation | $17.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARCHWAY PRIVATE WEALTH LLC CRD 288578 | Manchester, CA | Advisory firm LLC | $17.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONVERGENCE WEALTH PARTNERS LLC CRD 329438 | Redding, CA | Advisory firm LLC | $17.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |