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 | |||||
|---|---|---|---|---|---|---|---|
| THE INDEPENDENT FINANCIAL GROUP CRD 122910 | Simi Valley, CA | Advisory firm Sole prop | $10.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLETCHER FINANCIAL, LLC CRD 133270 | Carlsbad, CA | Advisory firm LLC | $10.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COFFEEHOUSE CAPITAL CRD 317317 | Fresno, CA | Advisory firm LLC | $10.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKS WEALTH MANAGEMENT CRD 332237 | Westlake Village, CA | Advisory firm LLC | $10.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOURNEY EQUITY WEALTH MANAGEMENT LLC CRD 335931 | Downey, CA | Advisory firm LLC | $10.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVINCI WEALTH MANAGEMENT, INC. CRD 327780 | Valencia, CA | Corporate platform Corporation | $10.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BBN MANAGEMENT, LLC CRD 147954 | San Francisco, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JSB CAPITAL MANAGEMENT, LLC CRD 161174 | Del Mar, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM | View | |
| OAKTREE WEALTH GROUP INC. CRD 167388 | Brea, CA | Advisory firm Other (specify) | $10.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIBSON MONROE WEALTH ADVISORS CRD 324146 | Oakland, CA | Advisory firm LLC | $10.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BORACCHIA WIVIOTT WEALTH PARTNERS LLC CRD 287877 | Palm Desert, CA | Advisory firm LLC | $10.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| 10 WEST ADVISORS, INC. CRD 290598 | Los Angeles, CA | Corporate platform Corporation | $10.0M | 1 advisors | Percentage of AUM | View | |
| ATTIVO LEGACY ADVISORS, LLC CRD 109195 | Corona, CA | Advisory firm LLC | $10.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUFF YOUR FINANCES CRD 288105 | Thousand Oaks, CA | Advisory firm LLC | $9.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHER IMPACT FINANCIAL, LLC CRD 331938 | Riverside, CA | Advisory firm LLC | $9.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ONITUS CAPITAL, LLC CRD 321632 | Newport Beach, CA | Advisory firm LLC | $9.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT LEGACY LLC CRD 318338 | Chino Hills, CA | Advisory firm LLC | $9.6M | 1 advisors | Percentage of AUM | View | |
| CARITAS INVESTMENT ADVISORS LLC CRD 284777 | San Francisco, CA | Advisory firm LLC | $9.5M | 1 advisors | Percentage of AUM | View | |
| ABUNDANCE ADVISERS CRD 310887 | Pleasanton, CA | Advisory firm LLC | $9.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAMPBELL ADVISORY SERVICES, LLC CRD 174674 | Newport Beach, CA | Advisory firm LLC | $9.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEMENTAL WEALTH ADVISORS, LLC CRD 304854 | San Luis Obispo, CA | Advisory firm LLC | $9.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANEY WEALTH CRD 340078 | San Francisco, CA | Advisory firm LLC | $9.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL DIVERSIFIED INVESTMENTS CRD 157326 | Newport Beach, CA | Corporate platform Corporation | $9.4M | 1 advisors | Percentage of AUM | View | |
| CRANE INVESTMENTS INC CRD 172755 | Laguna Beach, CA | Corporate platform Corporation | $9.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |