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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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL UNITED INVESTMENTS LLC CRD 312447 | Yucaipa, CA | Advisory firm LLC | $900K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FENUL WEALTH MANAGEMENT LLC CRD 311474 | Los Angeles, CA | Advisory firm LLC | $898K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RF CAPITAL MANAGEMENT CRD 289534 | Arcadia, CA | Advisory firm LLC | $816K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCES FOR LIFE, LLC CRD 166163 | Carlsbad, CA | Advisory firm LLC | $793K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHILMARK HILL CAPITAL LLC CRD 158121 | Menlo Park, CA | Advisory firm LLC | $787K | 1 advisors | Percentage of AUM | View | |
| SYZYGY FINANCIAL LLC CRD 154896 | Irvine, CA | Advisory firm LLC | $776K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| REGAN FINANCIAL GROUP, LLC CRD 284756 | Danville, CA | Advisory firm LLC | $739K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATWIMA WEALTH MANAGEMENT LLC CRD 333085 | Sacramento, CA | Advisory firm LLC | $712K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPTURA ADVISORS, INC. CRD 175424 | Burlingame, CA | Corporate platform Corporation | $671K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOODOO CRD 291372 | Oakland, CA | Corporate platform Corporation | $650K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SELECT INVESTMENT SERVICES CRD 331739 | Santa Barbara, CA | Advisory firm Sole prop | $539K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARBOR ROAD CAPITAL MANAGEMENT LLC CRD 161364 | Santa Monica, CA | Advisory firm LLC | $500K | 2 employees | Percentage of AUM | View | |
| CLARITY FINANCIAL CRD 307264 | Arcadia, CA | Advisory firm Sole prop | $462K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LLOYD TEVIS INVESTMENTS, LLC CRD 323061 | Lafayette, CA | Advisory firm LLC | $435K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABACUS WEALTH INTERNATIONAL (AWI) CRD 308998 | Santa Ana, CA | Advisory firm Sole prop | $274K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEL MONTE CAPITAL, INC. CRD 300894 | Monterey, CA | Corporate platform Corporation | $250K | 1 advisors | Percentage of AUM | View | |
| MUNIFI, LLC CRD 331613 | Hermosa Beach, CA | Advisory firm LLC | $198K | 1 advisors | Percentage of AUM | View | |
| UP&UP CAPITAL, INC. CRD 315567 | Glendale, CA | Corporate platform Corporation | $137K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAMELA PLICK WEALTH MANAGEMENT LLC CRD 159126 | Palm Desert, CA | Advisory firm LLC | $131K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WING CRD 333826 | Newport Beach, CA | Corporate platform Corporation | $128K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARAGON ADVISORS CRD 317462 | Corona, CA | Advisory firm LLC | $111K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOCIALTRADER CRD 326985 | San Diego, CA | Corporate platform Corporation | $73K | 4 employees | Percentage of AUM · Subscription fees +1 more | View | |
| ANTIGRAVITY INVESTMENTS CRD 290288 | CA | Corporate platform Corporation | $35K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EMERALD WEALTH MANAGEMENT, INC. CRD 171913 | Newport Beach, CA | Corporate platform Corporation | $15K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |