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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 | |||||
|---|---|---|---|---|---|---|---|
| HARBOURFRONT WEALTH AMERICA INC. CRD 306941 | Vancouver, CA | Corporate platform Corporation | $9.2M | 10 advisors | Percentage of AUM | View | |
| THREE SHEEP WEALTH MANAGEMENT, LLC CRD 335741 | Monterey, CA | Advisory firm LLC | $9.1M | 1 advisors | Percentage of AUM | View | |
| LAYARI FINANCIAL CRD 321852 | Brea, CA | Advisory firm LLC | $9.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CENTRICITY FINANCIAL LLC CRD 145561 | Newport Beach, CA | Advisory firm LLC | $9.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BASELINE INVESTMENTS, LLC CRD 296898 | San Francisco, CA | Advisory firm LLC | $9.0M | 1 advisors | Percentage of AUM | View | |
| THE BLACKMONT GROUP CRD 332776 | Fullerton, CA | Advisory firm LLC | $8.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIF ADVISORS INC. CRD 306645 | Sacramento, CA | Corporate platform Corporation | $8.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XEL CRD 329693 | Ontario, CA | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MCCANN INVESTMENT MANAGEMENT LLC CRD 315149 | Lodi, CA | Advisory firm LLC | $8.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KELMAR CAPITAL MANAGEMENT, LLC CRD 127350 | Pasadena, CA | Advisory firm LLC | $8.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADOX INVESTMENT PARTNERS LLC CRD 307439 | Newport Beach, CA | Advisory firm LLC | $8.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTERNITY INVESTMENT ADVISORS CRD 159463 | Newport Beach, CA | Advisory firm LLC | $8.1M | 1 advisors | Percentage of AUM | View | |
| JMO FINANCIAL CRD 175086 | Carlsbad, CA | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURKART & STEVENS WEALTH MANAGEMENT CRD 284575 | San Luis Obispo, CA | Advisory firm Sole prop | $8.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESERT FINANCIAL PLANNING CRD 293185 | Palm Desert, CA | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALE LLC CRD 281237 | Pleasant Hill, CA | Advisory firm LLC | $7.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC OAK FINANCIAL PLANNING LLC CRD 226649 | Woodland Hills, CA | Advisory firm LLC | $7.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGGINS CAPITAL MANAGEMENT, INC. CRD 39985 | La Jolla, CA | Corporate platform Corporation | $7.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENWOOD WEALTH MANAGEMENT, LLC CRD 311352 | San Francisco, CA | Advisory firm LLC | $7.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AUSTIN CREEK CAPITAL, LLC CRD 313554 | Mill Valley, CA | Advisory firm LLC | $7.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FULLGUARDS FINANCIAL CRD 325399 | Santa Cruz, CA | Corporate platform Corporation | $7.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARTMAN FINANCIAL PLANNING CRD 142122 | Santa Clarita, CA | Advisory firm LLC | $7.3M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| LONGHOUSE WEALTH MANAGEMENT CRD 298119 | Encinitas, CA | Advisory firm LLC | $7.3M | 2 advisors | Percentage of AUM | View | |
| CHOICE FINANCIAL & INSURANCE SERVICES, INC. CRD 312049 | Brea, CA | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |