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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 | |||||
|---|---|---|---|---|---|---|---|
| LIFE LINE WEALTH MANAGEMENT LLC CRD 171051 | Beverly Hills, CA | Advisory firm LLC | $557.6M | 5 advisors | Percentage of AUM | View | |
| DELTA WEALTH MANAGEMENT CRD 111368 | CA | Corporate platform Corporation | $522.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIRST TAILORED SOLUTIONS, INC. CRD 158381 | CA | Corporate platform Corporation | $515.3M | 1 advisors | Fixed fees | View | |
| HOWARD WEALTH MANAGEMENT, LLC CRD 299052 | CA | Advisory firm LLC | $397.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVISEN ADVISORS, LLC CRD 113791 | Sacramento, CA | Advisory firm LLC | $389.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIN BAY WEALTH ADVISORS, LLC CRD 289184 | San Anselmo, CA | Advisory firm LLC | $375.6M | 2 advisors | Percentage of AUM | View | |
| GRATTAN FINANCIAL STRATEGIES, INC. CRD 108449 | San Gabriel, CA | Corporate platform Corporation | $352.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITTLIN ADVISORY CRD 292577 | CA | Advisory firm LLC | $348.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ATHENA INVESTMENT MANAGEMENT CRD 106542 | CA | Corporate platform Corporation | $342.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLIVEIRA WEALTH CRD 315326 | Modesto, CA | Advisory firm LLC | $332.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INSIGHT CAPITAL MANAGEMENT CRD 314558 | Concord, CA | Corporate platform LLC | $330.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KENNICOTT CAPITAL MANAGEMENT LLC CRD 128947 | CA | Corporate platform LLC | $323.9M | 1 advisors | Percentage of AUM | View | |
| REIK & CO., LLC CRD 142414 | CA | Advisory firm LLC | $322.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HW CAPITAL LLC CRD 298731 | Santa Monica, CA | Advisory firm LLC | $321.0M | 2 advisors | Fixed fees; ANNUAL BONUSES IN THE CLIENT'S DISCRETION | View | |
| TWIN LAKES CAPITAL CRD 137522 | Redwood Shores, CA | Advisory firm LLC | $314.7M | 2 advisors | Percentage of AUM | View | |
| VILLAFRANCO WEALTH MANAGEMENT CRD 110371 | CA | Corporate platform Corporation | $299.1M | 1 advisors | Percentage of AUM | View | |
| HESMER WEALTH MANAGEMENT LLC CRD 340213 | CA | Advisory firm LLC | $288.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HOERTKORN RICHARD CHARLES CRD 104649 | Kentfield, CA | Advisory firm Sole prop | $282.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WWM ADVISORY INC. CRD 133611 | Culver City, CA | Corporate platform Corporation | $280.1M | 2 advisors | NO SEPARATE FEE CHARGED. | View | |
| ERVIN INVESTMENT MANAGEMENT CRD 299739 | CA | Corporate platform LLC | $269.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PRIVATE FINANCIAL COUNSELING CRD 110648 | Los Angeles, CA | Corporate platform Corporation | $262.5M | 3 advisors | Percentage of AUM | View | |
| KALINOWSKY ASSET MANAGEMENT CRD 137393 | CA | Corporate platform Corporation | $253.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ROSENWALD CAPITAL MANAGEMENT, INC. CRD 290118 | Redondo Beach, CA | Corporate platform Corporation | $248.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PURSUE WEALTH PARTNERS, LLC CRD 326348 | CA | Advisory firm LLC | $243.4M | 2 advisors | Percentage of AUM; Fixed fees | View |