AEQUIM ALTERNATIVE INVESTMENTS LP
Mill Valley, CA
AUM
$8.25B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-477-9077
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, MILL VALLEY
24 advisers found
CAI MANAGER LP
Mill Valley, CA
AUM
$2.18B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 640-5422
PRIVATE WEALTH PARTNERS, LLC
Mill Valley, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-461-3850
SIVIA CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(415) 231-7490
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$799.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-925-4000
GROUNDED CAPITAL, LLC
Mill Valley, CA
AUM
$520.0M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-692-5760
CYPRESS POINT INVESTMENT MANAGEMENT LP
Mill Valley, CA
AUM
$512.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-598-1040
GORDIAN WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-467-3426
GROUNDFORCE CAPITAL MANAGEMENT, LLC
Mill Valley, CA
AUM
$439.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-203-5681
ASSEMBLY WEALTH
Mill Valley, CA
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-541-7774
LITFUND
Mill Valley, CA
AUM
$289.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 720-2613
MILLER AVENUE ADVISORS LLC
Mill Valley, CA
AUM
$281.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-888-8472
ASPIREAN WEALTH, LLC
Mill Valley, CA
AUM
$233.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(844) 687-5342
SCHMITZ CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-381-9075
CAMBRIAN ASSET MANAGEMENT, INC.
Mill Valley, CA
AUM
$121.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-746-9485
DIPSEA CAPITAL, LLC
Mill Valley, CA
AUM
$61.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-925-9022
EMERITUS INVESTMENT MANAGEMENT, INC.
Mill Valley, CA
AUM
$60.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
415-388-3830
AUSTIN CREEK CAPITAL, LLC
Mill Valley, CA
AUM
$7.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-322-9314
BOLDIN ADVISORS
Mill Valley, CA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
415-462-5665
BAYHUNT CAPITAL LLC
Mill Valley, CA
AUM
$362.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-634-8897
Full profileNo website
DAVENPORT CAPITAL MANAGEMENT, LLC
Mill Valley, CA
AUM
$145.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-300-6466
Full profileNo website
RISING CAPITAL INC.
Mill Valley, CA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
415-843-1183
Full profileNo website