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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 | |||||
|---|---|---|---|---|---|---|---|
| COULOMBE AND SONS WEALTH MANAGEMENT CRD 328371 | Woodland Hills, CA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATHENA WEALTH MANAGEMENT CRD 304017 | Murrieta, CA | Advisory firm LLC | $5.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPES CAPITAL GROUP, LLC CRD 166106 | Los Angeles, CA | Advisory firm LLC | $5.0M | 2 advisors | Percentage of AUM | View | |
| JLE WEALTH MANAGEMENT, LLC CRD 167171 | San Diego, CA | Advisory firm LLC | $4.9M | 1 advisors | Percentage of AUM | View | |
| VERA WEALTH LLC CRD 333522 | Pasadena, CA | Advisory firm LLC | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRESIDIO FINANCIAL ADVISORS LLC CRD 313150 | Santa Barbara, CA | Advisory firm LLC | $4.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ACCLARO WEALTH MANAGEMENT CRD 183518 | Walnut Creek, CA | Advisory firm LLC | $4.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 245 INVESTMENTS LLC CRD 330299 | Sacramento, CA | Advisory firm LLC | $4.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FADE IN FINANCIAL CRD 311994 | Burbank, CA | Advisory firm LLC | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNPATH FINANCIAL CRD 312343 | Newport Beach, CA | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRIGHT FINANCIAL & BUSINESS ADVISORS CRD 133346 | Fresno, CA | Advisory firm Sole prop | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LODESTONE CAPITAL SOLUTIONS LLC CRD 156520 | Stanton, CA | Advisory firm LLC | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SERVICE ONE FINANCIAL CRD 149137 | San Juan Capistrano, CA | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALON FINANCIAL ADVISORS CRD 147097 | Laguna Hills, CA | Advisory firm Sole prop | $4.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| GC ASSET MANAGEMENT CRD 159324 | Temecula, CA | Advisory firm LLC | $4.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OWLSENSE WEALTH & LEGACY ADVISORS LLC CRD 330627 | Stevenson Ranch, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUSTAINABLE WEALTH ADVISORY GROUP CRD 336574 | Los Angeles, CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEE R. ROBINSON & ASSOCIATES CRD 136458 | Stockton, CA | Advisory firm Sole prop | $3.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IMAGINE MATH CRD 325433 | Moorpark, CA | Advisory firm LLC | $3.7M | 1 advisors | Percentage of AUM | View | |
| G. P. GRECO & CO., INC. CRD 318087 | Palo Alto, CA | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIRMO INVESTMENT CONSULTING SERVICES CRD 153185 | Pasadena, CA | Advisory firm Sole prop | $3.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAYNES FINANCIAL LLC CRD 307768 | Rancho Cucamonga, CA | Advisory firm LLC | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NI ADVISORS CRD 134502 | Milpitas, CA | Corporate platform Corporation | $3.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADUNA CAPITAL CRD 311270 | Norwalk, CA | Advisory firm LLC | $3.5M | 1 advisors | Percentage of AUM | View |