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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 | |||||
|---|---|---|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL MANAGEMENT LLC CRD 159641 | Los Gatos, CA | Advisory firm LLC | $18.52B | 15 advisors | Hourly charges · Fixed fees +1 more | View | |
| CI GLOBAL INVESTMENTS INC. CRD 156752 | Oakland, CA | Corporate platform Corporation | $14.74B | 2 advisors | APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES | View | |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC CRD 131660 | San Diego, CA | Corporate platform LLC | $5.87B | 2 advisors | Percentage of AUM | View | |
| IPG INVESTMENT ADVISORS, LLC CRD 152990 | San Diego, CA | Advisory firm LLC | $4.14B | 38 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| FARTHER ASSET MANAGEMENT, LLC CRD 325807 | San Francisco, CA | Corporate platform LLC | $2.91B | 5 advisors | Percentage of AUM | View | |
| GRANT TANI BARASH & ALTMAN, LLC CRD 319128 | Beverly Hills, CA | Advisory firm LLC | $2.28B | 7 advisors | BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES | View | |
| MCDONALD CAPITAL INVESTORS INC CRD 105562 | Orinda, CA | Corporate platform Corporation | $1.86B | 2 advisors | Percentage of AUM | View | |
| KEARNS AND ASSOCIATES, LLC CRD 157449 | CA | Advisory firm LLC | $1.18B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ETZ ADVISORY LLC CRD 334861 | CA | Advisory firm LLC | $1.14B | 2 advisors | Percentage of AUM | View | |
| REMY INVESTORS & CONSULTANTS, LLC CRD 326958 | Los Angeles, CA | Advisory firm LLC | $887.6M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MERIDIAN INVESTMENT COUNSEL, INC. CRD 131655 | CA | Corporate platform Corporation | $723.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BMB ADVISERS LLC CRD 118410 | Los Angeles, CA | Advisory firm LLC | $655.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOLTHOUSE INVESTMENT MANAGEMENT SERVICES CRD 148531 | Bakersfield, CA | Corporate platform LLC | $631.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AR ASSET MANAGEMENT, INC. CRD 110342 | West Hollywood, CA | Corporate platform Corporation | $602.6M | 4 advisors | Percentage of AUM | View | |
| TORTUGA ADVISERS LLC CRD 137514 | Simi Valley, CA | Advisory firm LLC | $563.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MOSHER FINANCIAL ADVISORS LLC CRD 291088 | Lafayette, CA | Advisory firm LLC | — | 3 advisors | Hourly charges; Fixed fees | View | |
| NECTARINE CRD 327155 | San Diego, CA | Corporate platform Corporation | — | 29 advisors | Fixed fees; REFERRAL FEES | View | |
| NORTHSTAR INVESTMENT ADVISORY LLC CRD 315965 | West Hollywood, CA | Advisory firm LLC | — | 9 advisors | Fixed fees | View | |
| PANTHEON WEALTH PLANNING CRD 166825 | San Jose, CA | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| PORTFOLIO MANAGEMENT TECHNOLOGY CRD 106135 | San Francisco, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| REMEDIOS FINANCIAL PLANNING CRD 269824 | San Francisco, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| TAMARIND FINANCIAL PLANNING CRD 155651 | San Mateo, CA | Advisory firm LLC | — | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RENAISSANCE GROUP CRD 322356 | Ventura, CA | Advisory firm LLC | — | 3 advisors | Hourly charges | View | |
| UPRISE ADVISERS LLC CRD 322959 | San Francisco, CA | Advisory firm LLC | — | 5 advisors | Hourly charges; Fixed fees | View |