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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 | |||||
|---|---|---|---|---|---|---|---|
| HAWTHORN CAPITAL MANAGEMENT, LLC CRD 140752 | CA | Corporate platform LLC | $141.1M | 1 advisors | Percentage of AUM | View | |
| BURR FINANCIAL SERVICES, LLC CRD 323114 | CA | Advisory firm LLC | $138.1M | 3 advisors | Percentage of AUM | View | |
| SEAL COVE CAPITAL LLC CRD 332033 | CA | Advisory firm LLC | $134.9M | 1 advisors | Percentage of AUM | View | |
| WARM SPRINGS ADVISORS INC. CRD 306501 | Larkspur, CA | Corporate platform Corporation | $131.3M | 1 advisors | Percentage of AUM | View | |
| HIDDEN HILLS WEALTH CRD 312877 | CA | Advisory firm LLC | $127.5M | 1 advisors | Percentage of AUM | View | |
| KINGSFORD CAPITAL MANAGEMENT, LLC CRD 161445 | Point Richmond, CA | Corporate platform LLC | $127.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GOLDFARB FINANCIAL MANAGEMENT, LLC CRD 306271 | CA | Advisory firm LLC | $126.4M | 1 advisors | Fixed fees | View | |
| HYPHEN WEALTH MANAGEMENT CRD 338134 | Lafayette, CA | Advisory firm LLC | $125.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONTANGO WEALTH MANAGEMENT LLC CRD 337757 | Oakland, CA | Advisory firm LLC | $122.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIX PLANNING INC CRD 110812 | Santa Monica, CA | Corporate platform Corporation | $121.4M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| LIFE STRATEGIES, INC. CRD 167732 | La Jolla, CA | Corporate platform Corporation | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHAUER INVESTMENT MANAGEMENT, INC. CRD 283119 | Northridge, CA | Corporate platform Corporation | $119.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEA FINANCIAL ADVISORS CRD 125606 | CA | Advisory firm Sole prop | $118.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PMB ADVISORS CRD 137495 | Larkspur, CA | Advisory firm Sole prop | $117.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JAFFE ASSET MANAGEMENT LLC CRD 108082 | Beverly Hills, CA | Corporate platform LLC | $116.2M | 1 advisors | Percentage of AUM | View | |
| RICHARD G. SLATER CRD 112239 | CA | Advisory firm Sole prop | $114.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| POPLAR POINT CAPITAL MANAGEMENT LLC CRD 165411 | Burlingame, CA | Corporate platform LLC | $110.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY ASSET MANAGEMENT CO. CRD 128702 | Los Angeles, CA | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM | View | |
| BEACH CITIES WEALTH MANAGEMENT, LLC CRD 158373 | Newport Beach, CA | Advisory firm LLC | $108.9M | 2 employees | Percentage of AUM | View | |
| S&F INVESTMENT ADVISORS CRD 129367 | Encino, CA | Advisory firm Sole prop | $106.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHANGING PARAMETERS, LLC CRD 132551 | Los Altos, CA | Advisory firm LLC | $105.4M | 2 advisors | Percentage of AUM | View | |
| HILLBERG CAPITAL MANAGEMENT, LLC CRD 130291 | Turlock, CA | Corporate platform LLC | $103.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AUXI ASSET MANAGEMENT, LLC CRD 135421 | Danville, CA | Advisory firm LLC | $97.3M | 2 advisors | Percentage of AUM | View | |
| LAGUNA FINANCIAL ADVISORY CRD 149757 | Laguna Hills, CA | Corporate platform Corporation | $93.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |