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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 | |||||
|---|---|---|---|---|---|---|---|
| IRVING ADVISORY GROUP, LLC CRD 160169 | San Marcos, CA | Advisory firm LLC | $17.1M | 1 advisors | SELECTION OF OTHER ADVISERS FEES | View | |
| PLUTUS WEALTH MANAGEMENT CRD 329764 | Burlington, CA | Advisory firm LLC | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GLOBAL INVESTMENT COMPANY CRD 281316 | Oakland, CA | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDWARD HARO FINANCIAL, LLC CRD 328012 | Tustin, CA | Advisory firm LLC | $16.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URSA FINANCIAL, LLC CRD 306491 | CA | Advisory firm LLC | $16.6M | 1 advisors | Percentage of AUM | View | |
| ETF PORTFOLIO MANAGEMENT LLC CRD 145698 | Westlake Village, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM | View | |
| WEALTHETIC LLC CRD 334809 | San Diego, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YOSEMITE WEALTH CRD 322900 | Oakhurst, CA | Advisory firm LLC | $16.3M | 1 advisors | Percentage of AUM | View | |
| EDEN FINANCIAL CRD 323479 | Aliso Viejo, CA | Advisory firm LLC | $16.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING FINANCIAL GROUP, INC. CRD 300327 | Pasadena, CA | Corporate platform Corporation | $16.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORT ROSS CAPITAL MANAGEMENT, LLC CRD 128064 | Monrovia, CA | Advisory firm LLC | $16.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRYKER FINANCIAL CRD 146273 | Emeryville, CA | Advisory firm Sole prop | $16.0M | 1 advisors | Percentage of AUM; INSURANCE ,LIFE, HEALTH,DISABILITY | View | |
| NORTH COAST ASSET MANAGEMENT, INC. CRD 119226 | Windsor, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM | View | |
| PUTMAN CAPITAL MANAGEMENT, INC. CRD 135995 | Torrance, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHGATE FINANCIAL PARTNERS CRD 317963 | Westlake Village, CA | Advisory firm LLC | $15.9M | 1 advisors | Percentage of AUM | View | |
| J WARD FINANCIAL CRD 317284 | Morgan Hill, CA | Advisory firm LLC | $15.8M | 1 advisors | Percentage of AUM | View | |
| AXIS CAPITAL MANAGEMENT, LLC CRD 317959 | Hermosa Beach, CA | Advisory firm LLC | $15.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| ATWOOD FINANCIAL PLANNING LLC CRD 288941 | CA | Advisory firm LLC | $15.8M | 6 advisors | Hourly charges; Fixed fees | View | |
| PIERPONT INVESTMENT GROUP, LLC CRD 156614 | Ontario, CA | Advisory firm LLC | $15.7M | 1 advisors | Percentage of AUM | View | |
| LUPU FINANCIAL CRD 311610 | Westlake Village, CA | Advisory firm LLC | $15.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| NORTHBROOK FINANCIAL GROUP, LLC CRD 130864 | Auburn, CA | Advisory firm LLC | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD FINANCIAL ADVISORS, INC CRD 119798 | San Rafael, CA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FHWV FINANCIAL LLC CRD 146046 | Los Alamitos, CA | Advisory firm LLC | $14.8M | 4 advisors | Percentage of AUM; SOLICITOR TO 3RD-PARTY RIA FOR REFERRAL FEE | View | |
| BURGE FINANCIAL CRD 172552 | Sacramento, CA | Corporate platform Corporation | $14.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |