California · 2,316 firms
Trust & Estate Advisors in California
Advisers working with trusts, estates, and charitable organizations. Browse 2,316 advisers in California matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in California
CAPITAL RESEARCH AND MANAGEMENT COMPANY
Los Angeles, CA
AUM
$3.75T
Team
393 advisors
Clients
—
Fees
Percentage of AUM; GROSS INVESTMENT INCOME
213-486-9200
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$3.67T
Team
628 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(949) 720-6000
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
San Francisco, CA
AUM
$1.72T
Team
175 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
800-650-9744
FRANKLIN ADVISERS, INC.
San Mateo, CA
AUM
$509.45B
Team
272 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 312-3000
DODGE & COX
San Francisco, CA
AUM
$466.56B
Team
100 advisors
Clients
—
Fees
Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
415-981-1710
EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
ABRDN INVESTMENTS LIMITED
Edinburgh, CA
AUM
$206.50B
Team
295 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
44 1313729444
WESTERN ASSET MANAGEMENT COMPANY
Pasadena, CA
AUM
$184.99B
Team
82 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-844-9400
OAKTREE CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$183.29B
Team
282 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-830-6300
GLOBAL RETIREMENT PARTNERS LLC
San Rafael, CA
AUM
$169.58B
Team
442 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-526-2753
CIBC GLOBAL ASSET MANAGEMENT
Toronto, On, CA
AUM
$162.84B
Team
333 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
877-363-5620
PAYDEN & RYGEL
Los Angeles, CA
AUM
$158.23B
Team
122 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-625-1900
APERIO GROUP, LLC
Sausalito, CA
AUM
$152.13B
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
415-339-4300
WILSHIRE
Santa Monica, CA
AUM
$149.10B
Team
86 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
310-451-3051
PRIMECAP MANAGEMENT CO
Pasadena, CA
AUM
$139.34B
Team
22 advisors
Clients
—
Fees
Percentage of AUM
626-304-9222
CAPITAL BANK AND TRUST COMPANY
Irvine, CA
AUM
$139.29B
Team
121 employees
Clients
—
Fees
Percentage of AUM
(949) 975-5000
ICONIQ CAPITAL, LLC
San Francisco, CA
AUM
$117.53B
Team
158 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-967-7763
WCM INVESTMENT MANAGEMENT
Laguna Beach, CA
AUM
$96.77B
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-380-0200
STEPSTONE GROUP LP
La Jolla, CA
AUM
$95.63B
Team
193 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
ASSETMARK, INC.
Concord, CA
AUM
$91.76B
Team
269 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-664-5345
PANTHEON
San Francisco, CA
AUM
$87.69B
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-249-6200
TCW ASSET MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$81.18B
Team
145 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-244-0000
METROPOLITAN WEST ASSET MANAGEMENT LLC
Los Angeles, CA
AUM
$78.52B
Team
86 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-244-0000
ALAN BILLER AND ASSOCIATES
Menlo Park, CA
AUM
$65.07B
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
650-328-7283
5,002 total advisers in California. Browse all California advisors