Results For California Listings

California

California is home to many top wealth management firms, ranging from boutique financial advisors to large national firms. These companies help high-net-worth individuals, families, and businesses with investment management, estate planning, tax strategies, and financial planning.

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Most wealth management firms in California provide:

Investment management (stocks, bonds, ETFs, alternatives)
Retirement planning (401(k) rollovers, pension strategies)
Tax planning (minimizing tax burdens)
Estate & trust planning (inheritance strategies)
Philanthropy & charitable giving
Business succession planning

When selecting a firm, consider:

Fee structure. Fee-only vs. commission-based
Fiduciary status. Look for fiduciary advisors who put your interests first
Specialization. Some firms focus on tech entrepreneurs, retirees, or high-net-worth families
AUM Minimums. Some firms require $500K+ or even $5M+ in assets