TRUE LINK FINANCIAL ADVISORS
San Francisco, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
855-435-5140
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SOVRAN ADVISORS, LLC
San Diego, CA
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
60 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
619-281-9890
WINDWARD CAPITAL MANAGEMENT CO
Los Angeles, CA
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
310-893-3000
GRANITE INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$1.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-933-4292
SELECT MONEY MANAGEMENT, INC.
Los Angeles, CA
AUM
$1.80B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
3107122323
MONOGRAM CAPITAL MANAGEMENT, L.P.
Beverly Hills, CA
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-229-2460
KAISER PARTNER FINANCIAL ADVISORS LTD.
ZüRich, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
+41 44 752 51 52
CURATED WEALTH PARTNERS, LLC
El Segundo, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-356-0830
HBW ADVISORY SERVICES LLC
Simi Valley, CA
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
68 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800-473-3856
RICE HALL JAMES & ASSOCIATES LLC
San Diego, CA
AUM
$1.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
619-239-9005
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
AUM
$1.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-955-6734
WEATHERLY ASSET MANAGEMENT
Del Mar, CA
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
858-259-4507
PHILOSOPHY CAPITAL MANAGEMENT LLC
Alamo, CA
AUM
$1.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-433-2010
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
PROVENIO CAPITAL
Newport Beach, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(949) 301-9060
TELOS CAPITAL MANAGEMENT, INC.
San Diego, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(858) 271-6350
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
626-993-9300
TANAGER WEALTH MANAGEMENT
London, CA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
020 3965 6330
INTELLECTUS PARTNERS, LLC
San Francisco, CA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
415-795-7830
BURTON ENRIGHT WELCH
Walnut Creek, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 932-8010
REGATTA CAPITAL GROUP, LLC
El Segundo, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
310-725-9102
ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(916) 652-1525
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552