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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 | |||||
|---|---|---|---|---|---|---|---|
| BAKER STREET ASSET MANAGEMENT, LLC CRD 299027 | Sausalito, CA | Advisory firm LLC | $91.6M | 2 advisors | Percentage of AUM | View | |
| MAPLETON CAPITAL MANAGEMENT, LLC CRD 122230 | Los Angeles, CA | Advisory firm LLC | $87.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| D & T FINANCIAL ADVISORS, INC. CRD 136297 | Concord, CA | Corporate platform Corporation | $87.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF PLAN ASSETS | View | |
| FINANCIAL VISION LLC CRD 123659 | Goleta, CA | Advisory firm LLC | $82.0M | 2 advisors | Fixed fees | View | |
| WALSTAD INVESTMENT COUNSEL, INC. CRD 107112 | Santa Barbara, CA | Corporate platform Corporation | $79.8M | 1 advisors | Percentage of AUM | View | |
| WRIGHT FINANCIAL, LLC CRD 114076 | Pleasant Hill, CA | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTEGRATED FINANCIAL STRATEGIES, INC. CRD 133948 | San Mateo, CA | Corporate platform Corporation | $75.0M | 1 advisors | Percentage of AUM | View | |
| FARRELL FINANCIAL, INC. CRD 134388 | Thousand Oaks, CA | Corporate platform Corporation | $73.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKORHEIM WEALTH MANAGEMENT, LLC CRD 328995 | Laguna Hills, CA | Advisory firm LLC | $70.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WESTERLY INVESTMENTS, INC. CRD 118383 | Newport Beach, CA | Corporate platform Corporation | $70.6M | 1 advisors | Percentage of AUM | View | |
| ASPIRE ADVISORY SERVICES CRD 129828 | Lodi, CA | Advisory firm Sole prop | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RITTER WEALTH COUNSEL CRD 107474 | San Rafael, CA | Advisory firm Sole prop | $68.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE FINANCIAL ADVISORS CRD 135634 | Tustin, CA | Corporate platform Corporation | $68.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GEMMER, ROBERT ARDEN CRD 134695 | Healdsburg, CA | Advisory firm Sole prop | $67.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMAS SEAMAN COMPANY CRD 135245 | Laguna Beach, CA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MORRIS WEALTH MANAGEMENT CRD 338474 | Anderson, CA | Corporate platform Corporation | $66.2M | 2 advisors | Percentage of AUM | View | |
| FLEMING FINANCIAL ADVISING CRD 134146 | Walnut Creek, CA | Advisory firm Sole prop | $65.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTA PACIFIC WEALTH MANAGEMENT LLC CRD 169190 | Mission Viejo, CA | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| TRES WEALTH MANAGEMENT GROUP, LLC CRD 285908 | Chino, CA | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| MCA CROSS BORDER CAPITAL INC. CRD 327516 | MontréAl, CA | Corporate platform Corporation | $64.6M | 1 advisors | Percentage of AUM | View | |
| LIFETIME FINANCIAL, INC. CRD 161124 | Newport Beach, CA | Corporate platform Corporation | $63.3M | 9 advisors | Percentage of AUM; ACTS AS A SOLICITOR | View | |
| SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES CRD 135506 | St.. Helena, CA | Advisory firm Sole prop | $63.2M | 1 advisors | Percentage of AUM | View | |
| VAUGHN INVESTMENT ADVISORS INC CRD 111249 | Tustin, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS | View | |
| AXION WEALTH ADVISORS CRD 325396 | San Diego, CA | Corporate platform Corporation | $59.3M | 3 advisors | Percentage of AUM | View |