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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 | |||||
|---|---|---|---|---|---|---|---|
| GRIFFINEST ASIA ASSET MANAGEMENT, LLC CRD 306355 | Pasadena, CA | Advisory firm LLC | $11.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL EQUATIONS ADVISORS, INC. CRD 305295 | Corona, CA | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AEGIS ASSET MANAGEMENT, INC. CRD 305008 | Anaheim, CA | Corporate platform Corporation | $11.5M | 2 advisors | Percentage of AUM | View | |
| BROMAN & GREIG ASSET MANAGEMENT, LLC CRD 130494 | Westlake Village, CA | Advisory firm LLC | $11.1M | 1 advisors | Percentage of AUM | View | |
| C FINANCIAL AND TAX ASSOCIATES CRD 170453 | Riverside, CA | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MCDONNELL FINANCIAL SERVICES CRD 282462 | Pasadena, CA | Corporate platform Corporation | $9.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPO CREEK FINANCIAL SOLUTIONS CRD 311923 | San Clemente, CA | Advisory firm Sole prop | $9.0M | 0 total employees | Percentage of AUM | View | |
| PEACEFUL ADVISORS LLC CRD 290238 | Tustin, CA | Advisory firm LLC | $8.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KIM KNOTTS, RIA CRD 289830 | Folsom, CA | Advisory firm LLC | $8.3M | 1 advisors | Percentage of AUM | View | |
| AGEWISE FINANCIAL INC. CRD 328162 | Palm Desert, CA | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AFZALI INVESTMENTS, LLC CRD 305104 | Rolling Hills Estates, CA | Advisory firm LLC | $7.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY SOLUTIONS ADVISORS CRD 304043 | San Diego, CA | Corporate platform Corporation | $7.5M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| DEJARNATT, PAUL E CRD 138820 | Pleasanton, CA | Advisory firm Sole prop | $7.1M | 1 advisors | Percentage of AUM | View | |
| PHILADELPHUS CAPITAL CRD 336140 | Mission Viejo, CA | Advisory firm LLC | $7.1M | 1 advisors | Percentage of AUM | View | |
| ALPHA INITIATIVE CRD 299242 | Palo Cedro, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM | View | |
| THE GARRETT GROUP CRD 145451 | Encinitas, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| CRAWFORD CAPITAL, LLC CRD 297020 | Los Angeles, CA | Advisory firm LLC | $5.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DEAN BENNETT ADVISORY SERVICES INC. CRD 322889 | Roseville, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| OLMA ADVISORS CRD 306220 | Los Gatos, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STAFFORD CAPITAL MANAGEMENT LLC CRD 108134 | Sausalito, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM | View | |
| MC INVESTMENTS & ADVISORY LLC CRD 333853 | Burlingame, CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFMGROUP CRD 143632 | Monrovia, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK TREE SECURITIES, INC. CRD 18126 | Livermore, CA | Corporate platform Corporation | $3.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SILA VALUE ADVISORS, LLC CRD 150760 | Manhattan Beach, CA | Advisory firm LLC | $2.2M | 1 advisors | Percentage of AUM | View |