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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 | |||||
|---|---|---|---|---|---|---|---|
| SANTA CRUZ WEALTH MANAGEMENT INC. CRD 325737 | Westlake Village, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XANTOS LABS, LLC CRD 302005 | CA | Advisory firm LLC | $3.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| A.E.I. FINANCIAL GROUP CRD 307099 | Santa Rosa, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SALT CAPITAL WEALTH MANAGEMENT, LLC CRD 309267 | Ladera Ranch, CA | Advisory firm LLC | $3.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AFC WEALTH MANAGEMENT CRD 297461 | Encino, CA | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUNHILL & COMPANY, LLC CRD 289213 | San Francisco, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEYA CAPITAL CRD 325185 | Palmdale, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YAYATI ASSET MANAGEMENT, LLC CRD 324099 | Newport Beach, CA | Advisory firm LLC | $3.0M | 4 advisors | Percentage of AUM | View | |
| JC&COMPANY CRD 300724 | Irvine, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| FUSION FINANCIAL CRD 166026 | Laguna Hills, CA | Advisory firm Sole prop | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE CANYON WEALTH CRD 292525 | South Pasadena, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON PEAK CAPITAL LLC CRD 324352 | Lafayette, CA | Advisory firm LLC | $2.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THRIVE PORTFOLIOS CRD 314414 | San Diego, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIRIGO INVESTMENT ADVISORS, LLC CRD 285497 | Santa Monica, CA | Advisory firm LLC | $2.8M | 1 advisors | Percentage of AUM | View | |
| PROPEL PRIVATE WEALTH LLC CRD 340734 | CA | Advisory firm LLC | $2.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY FINANCIAL PLANNING CRD 305590 | Los Banos, CA | Advisory firm LLC | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MB BLUE GP LLC CRD 300176 | Santa Monica, CA | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM | View | |
| SDMI INSURANCE AND FINANCIAL SERVICES CRD 171312 | El Dorado Hills, CA | Advisory firm Sole prop | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| HOLLAND STRATEGIC WEALTH ADVISORS LLC CRD 334665 | La Jolla, CA | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AIONIOS CAPITAL PARTNERS, LLC CRD 313190 | Newport Beach, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM | View | |
| EDMD FINANCIAL STRATEGIES, LLC CRD 153242 | San Ramon, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PENSERRA WEALTH MANAGEMENT CRD 333218 | Orinda, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM | View | |
| THE JONES STEWARDSHIP GROUP, LLC CRD 150314 | Elk Grove, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOCAL PLANNERS, INC CRD 173062 | Valencia, CA | Corporate platform Corporation | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |