California · 3,271 firms
Wealth Managers in California
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 3,271 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
Wealth Management 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
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
Menlo Park, CA
AUM
$117.70B
Team
119 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
650-233-8120
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
HELLMAN & FRIEDMAN LLC
San Francisco, CA
AUM
$110.42B
Team
60 advisors
Clients
—
Fees
Percentage of AUM · CARRIED INTEREST +1 more
(415) 788-5111
ANDREESSEN HOROWITZ
Menlo Park, CA
AUM
$106.48B
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 798-5800
VISTA EQUITY PARTNERS MANAGEMENT, LLC
San Francisco, CA
AUM
$106.02B
Team
159 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-765-6500
5,002 total advisers in California. Browse all California advisors