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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 | |||||
|---|---|---|---|---|---|---|---|
| OSBORNE CAPITAL MANAGEMENT CRD 144394 | San Diego, CA | Advisory firm Sole prop | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SURYA CAPITAL, LLC CRD 161105 | Irvine, CA | Advisory firm LLC | $27.4M | 0 total employees | Percentage of AUM | View | |
| ILUKA ADVISORS CRD 330468 | Healdsburg, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| HAMMER ASSET MANAGEMENT, LLC CRD 106121 | Auburn, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| COMPASS ROSE ADVISORS, INC. CRD 135954 | San Francisco, CA | Corporate platform Corporation | $23.3M | 1 advisors | Percentage of AUM | View | |
| BENE WEALTH MANAGEMENT COMPANY CRD 326301 | Burbank, CA | Corporate platform Corporation | $22.5M | 1 advisors | Percentage of AUM | View | |
| CROSSMARKET CAPITAL, LLC CRD 168947 | Newport Beach, CA | Advisory firm LLC | $22.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL TELESIS COMPANY CRD 112804 | Solvang, CA | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GRAHAM & CO. ADVISORY, INC. CRD 123539 | Orange, CA | Corporate platform Corporation | $21.4M | 1 advisors | Percentage of AUM | View | |
| ALPHA RUSH, LLC CRD 156068 | San Mateo, CA | Advisory firm LLC | $20.7M | 1 advisors | Percentage of AUM | View | |
| OLYMPIA WEALTH MANAGEMENT CRD 300261 | Lafayette, CA | Corporate platform Corporation | $20.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JS ALAN, LLC CRD 148163 | Beverly Hills, CA | Advisory firm LLC | $19.6M | 2 advisors | Percentage of AUM | View | |
| LONE PEAK ASSET MANAGEMENT, INC. CRD 117241 | Westlake Village, CA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANTONE ASSET MANAGEMENT, INC CRD 141468 | Carlsbad, CA | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HONEST WEALTH LLC CRD 284735 | Irvine, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM | View | |
| REHOBOTH FINANCIAL PLANNING, INC. CRD 333840 | Rancho Cordova, CA | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KILZER WEALTH MANAGEMENT CRD 134100 | Carmel, CA | Advisory firm Sole prop | $15.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEACHER, INC. CRD 295662 | Laguna Beach, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTONIO ANDRADE, CFP CRD 136312 | Ukiah, CA | Advisory firm Sole prop | $15.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED CAPITAL MANAGEMENT, INC CRD 288940 | Carson, CA | Corporate platform Corporation | $13.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMES FINANCIAL SERVICES CRD 137261 | Lakewood, CA | Corporate platform Corporation | $12.9M | 1 advisors | Percentage of AUM | View | |
| SHUCHA WEALTH MANAGEMENT LLC CRD 315690 | Sherman Oaks, CA | Advisory firm LLC | $12.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATHEMATICA CAPITAL MANAGEMENT, LLC CRD 120651 | Sausalito, CA | Advisory firm LLC | $12.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVICE CAPITAL LLC CRD 330179 | San Mateo, CA | Advisory firm LLC | $12.1M | 1 advisors | Percentage of AUM; Performance-based fees | View |