THE INVESTMENT HOUSE LLC
Redondo Beach, CA
AUM
$2.20B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-873-3021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
EVOLVE PRIVATE WEALTH, LLC
Los Angeles, CA
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(424) 500-4601
FINANCIAL MANAGEMENT NETWORK INC
Mission Viejo, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
949-455-0300
VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(916) 608-4284
COASTEDGE PARTNERS, LLC
San Diego, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-997-2777
SOFI WEALTH LLC
San Francisco, CA
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
855-525-7634
FAIRVIEW CAPITAL
Greenbrae, CA
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-464-4640
MADISON AVENUE SECURITIES, LLC
San Diego, CA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-627-7323
SPYGLASS CAPITAL MANAGEMENT, LLC
Greenbrae, CA
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-318-2366
AUM
$2.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+91-22-6648-0909
JSF FINANCIAL, LLC
Los Angeles, CA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-866-0833
BELLECAPITAL INTERNATIONAL
Zurich, CA
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 268 11 70
HCR WEALTH ADVISORS
Los Angeles, CA
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-473-5445
RVW WEALTH LLC
Los Angeles, CA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
310-945-4000
REBALANCE LLC
Palo Alto, CA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-396-3900
AMI ASSET MANAGEMENT CORP
Los Angeles, CA
AUM
$1.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
424 320-4000
PRIVATE WEALTH PARTNERS, LLC
Mill Valley, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-461-3850
FALCON WEALTH PLANNING, INC.
Ontario, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
855-963-2526
RESOLUTE PARTNERS GROUP
San Francisco, CA
AUM
$1.91B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-699-0309
MAIN MANAGEMENT, LLC
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-217-5800
NUMERAI
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-737-0873
SP ASSET MANAGEMENT LLC
Cupertino, CA
AUM
$1.90B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
408-257-7711
WHITTIER ADVISORS, LLC
Newport Beach, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-341-4250