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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 | |||||
|---|---|---|---|---|---|---|---|
| PARADIGM ASSET MANAGEMENT,INC. CRD 134587 | Marina Del Rey, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM | View | |
| SODIUM ADVISORS INC. CRD 300087 | Santa Clara, CA | Corporate platform Corporation | $57.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BSIAS ADVISORS, LLC CRD 128576 | Anaheim, CA | Advisory firm LLC | $56.9M | 2 advisors | Percentage of AUM | View | |
| TEPPER CAPITAL MANAGEMENT CRD 129534 | San Francisco, CA | Advisory firm Sole prop | $56.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MUHR ADVISORY GROUP CRD 127104 | Clayton, CA | Advisory firm Sole prop | $55.1M | 1 advisors | Percentage of AUM | View | |
| PHOENIX INVESTMENT CRD 299731 | San Ramon, CA | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DOUBLE SPRINGS CAPITAL LLC CRD 296927 | Santa Barbara, CA | Advisory firm LLC | $53.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ADVISORY GROUP, INC CRD 328470 | Santa Ana, CA | Corporate platform Corporation | $53.2M | 2 advisors | Percentage of AUM | View | |
| FORTUNA ASSET MANAGEMENT LLC CRD 106897 | Irvine, CA | Advisory firm LLC | $53.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SKY VISION WEALTH MANAGEMENT CORP. CRD 317320 | Irvine, CA | Corporate platform Corporation | $52.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. CRD 159702 | San Jose, CA | Corporate platform Corporation | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FATA FINANCIAL CRD 135765 | Tiburon, CA | Advisory firm Sole prop | $50.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BELTRAMO FINANCIAL SERVICES, INC. CRD 154791 | Irvine, CA | Corporate platform Corporation | $50.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL WEALTH STRATEGIES, LLC CRD 282818 | Santa Barbara, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| BOULEVARD INVESTMENT MANAGEMENT LLC CRD 314665 | Santa Monica, CA | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WESTLAKE CAPITAL INC CRD 105473 | Westlake Village, CA | Corporate platform Corporation | $47.4M | 1 advisors | Percentage of AUM | View | |
| SHUYI KONG WEALTH MANAGEMENT, INC. CRD 168953 | Millbrae, CA | Corporate platform Corporation | $47.3M | 1 advisors | Percentage of AUM | View | |
| PACIFIC HAVEN FINANCIAL, LLC CRD 173457 | Torrance, CA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM | View | |
| TL-B CAPITAL MANAGEMENT CRD 332993 | San Francisco, CA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM | View | |
| COMPASS WEALTH ADVISORS CRD 165749 | Petaluma, CA | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM | View | |
| KFICO, LLC REGISTERED INVESTMENT ADVISOR CRD 155673 | Tustin, CA | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND & SECURE ADVISORS LLC CRD 322514 | CA | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GOLD COAST SECURITIES, INC. CRD 110925 | Thousand Oaks, CA | Corporate platform Corporation | $39.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPR CAPITAL, INC. CRD 111580 | Pasadena, CA | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM | View |