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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 | |||||
|---|---|---|---|---|---|---|---|
| NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC CRD 332939 | Soquel, CA | Advisory firm LLC | $39.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMC FINANCIAL ADVISORS, LLC CRD 144821 | Davis, CA | Advisory firm LLC | $38.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| RHB CAPITAL, INC. CRD 165625 | Huntington Beach, CA | Corporate platform Corporation | $38.7M | 1 advisors | Percentage of AUM | View | |
| BRUIN WEALTH ADVISORS LLC CRD 329169 | Woodland Hills, CA | Advisory firm LLC | $37.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMORE FINANCIAL SERVICES, LLC CRD 136249 | San Mateo, CA | Advisory firm LLC | $36.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOHAWK CAPITAL ADVISORS, LLC CRD 172304 | CA | Advisory firm LLC | $35.5M | 1 advisors | Percentage of AUM | View | |
| PORTA INVESTMENT MANAGEMENT CRD 130185 | Vallejo, CA | Advisory firm Sole prop | $35.3M | 1 advisors | Percentage of AUM | View | |
| SHALOM GLOBAL CAPITAL GROUP LLC CRD 309315 | San Jose, CA | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM | View | |
| LAWRENCE J. CHAZEN, INC. CRD 119350 | Carmel, CA | Corporate platform Corporation | $35.0M | 1 advisors | Fixed fees | View | |
| GAN PRIVATE WEALTH MANAGEMENT LLC CRD 282725 | Los Angeles, CA | Advisory firm LLC | $34.5M | 1 advisors | Percentage of AUM | View | |
| BAINBRIDGE INVESTMENT ADVISORS LLC CRD 131040 | Los Angeles, CA | Advisory firm LLC | $34.4M | 1 advisors | Percentage of AUM | View | |
| CAPSTONE WEALTH MANAGEMENT, INC CRD 172040 | Santa Ana, CA | Corporate platform Corporation | $34.1M | 1 advisors | Percentage of AUM | View | |
| SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES CRD 332016 | Rolling Hills Estates, CA | Corporate platform Corporation | $34.0M | 3 advisors | Percentage of AUM | View | |
| PB CAPITAL CRD 319410 | Simi Valley, CA | Advisory firm Sole prop | $33.9M | 1 advisors | Percentage of AUM | View | |
| TATE CAPITAL GROUP CRD 332336 | Newport Beach, CA | Advisory firm LLC | $33.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MARSHA LEE & COMPANY,INC. CRD 134286 | Palm Desert, CA | Corporate platform Corporation | $33.2M | 1 advisors | Commissions | View | |
| JOHANNSEN & ASSOCIATES, INC. CRD 137013 | Santa Barbara, CA | Corporate platform Corporation | $33.0M | 1 advisors | Percentage of AUM | View | |
| MDW CAPITAL MANAGEMENT CORP. CRD 330758 | Los Angeles, CA | Corporate platform Corporation | $31.7M | 1 advisors | Percentage of AUM | View | |
| RISING CAPITAL INC. CRD 123233 | Mill Valley, CA | Corporate platform Corporation | $30.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MARI LEGACY GROUP, LLC CRD 325087 | Calabasas, CA | Advisory firm LLC | $29.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING FUTURES CRD 122436 | San Francisco, CA | Corporate platform Corporation | $28.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ECKEL FINANCIAL ADVISORS CRD 334463 | Fair Oaks, CA | Corporate platform Corporation | $27.8M | 2 advisors | Percentage of AUM | View | |
| SOLOMON INVESTMENT CONSULTING, INC. CRD 281606 | Los Angeles, CA | Corporate platform Corporation | $27.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MARELLO INVESTMENT ADVISORS, INC. CRD 112946 | Valley Village, CA | Corporate platform Corporation | $27.6M | 1 advisors | Percentage of AUM | View |