California · 1,420 firms
Institutional Advisors in California
Advisers managing assets for institutions, endowments, and corporations. Browse 1,420 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
Institutional firms in California
BLACKROCK FUND ADVISORS
San Francisco, CA
AUM
$4.28T
Team
122 advisors
Clients
—
Fees
Percentage of AUM
415 670 2000
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
ARES MANAGEMENT LLC
Los Angeles, CA
AUM
$458.82B
Team
1550 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
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
KKR CREDIT ADVISORS (US) LLC
San Francisco, CA
AUM
$270.85B
Team
181 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-315-3620
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
PATHWAY CAPITAL MANAGEMENT, LP
Irvine, CA
AUM
$97.82B
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-622-1000
ARES CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$97.62B
Team
411 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
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
5,002 total advisers in California. Browse all California advisors