IEQ CAPITAL, LLC
Foster City, CA
AUM
$56.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
193 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-581-9807
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, FOSTER CITY
9 advisers found
BAILARD, INC.
Foster City, CA
AUM
$7.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
650-571-5800
BERTRAM CAPITAL MANAGEMENT LLC
Foster City, CA
AUM
$4.43B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-358-5000
TEAM HEWINS, LLC
Foster City, CA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-620-3040
SUMMITRY, LLC
Foster City, CA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
650-212-2240
NIPUN CAPITAL, L.P.
Foster City, CA
AUM
$2.03B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-265-4666
AMERICAN INFRASTRUCTURE
Foster City, CA
AUM
$1.70B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-6000
NEUMANN CAPITAL MANAGEMENT
Foster City, CA
AUM
$630.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
650-548-9200
KNUFF & COMPANY LLC
Foster City, CA
AUM
$393.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
650-832-9010