RIGHT SIDE CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$346.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-655-4965
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
CITRINE CAPITAL
San Francisco, CA
AUM
$346.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(415) 494-8262
ABRA CAPITAL MANAGEMENT, LP
San Francisco, CA
AUM
$334.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
707-340-3722
CHECKPOINT CAPITAL L.P.
San Francisco, CA
AUM
$333.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-355-0570
GARRISON POINT CAPITAL, LLC
San Francisco, CA
AUM
$315.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-887-1410
VILA, LLC
San Francisco, CA
AUM
$286.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-578-7610
BENNINGFIELD FINANCIAL ADVISORS, LLC
San Francisco, CA
AUM
$284.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-561-6688
FATHOM POINT CAPITAL LLC
San Francisco, CA
AUM
$280.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Performance-based fees; EXCLUSIVITY FEES
415-636-5500
KURV INVESTMENT MANAGEMENT LLC
San Francisco, CA
AUM
$279.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
888-393-5878
KARL KAPITAL
San Francisco, CA
AUM
$268.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 503-5712
BPM WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-421-5757
TORONADO PARTNERS LLC
San Francisco, CA
AUM
$253.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-969-8681
AMARA FINANCIAL, LLC
San Francisco, CA
AUM
$250.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-319-1071
SEA CLIFF PARTNERS MANAGEMENT, LP
San Francisco, CA
AUM
$239.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-535-6563
STRATEGIC WEALTH CAPITAL
San Francisco, CA
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-780-7022
MONTCALM TCR LLC
San Francisco, CA
AUM
$237.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
415-326-7650
CAMELOTTA ADVISORS
San Francisco, CA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-806-3641
BINGHAM PRIVATE WEALTH, LLC
San Francisco, CA
AUM
$232.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
415-426-5652
TENZING GLOBAL
San Francisco, CA
AUM
$228.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-645-2400
RHS FINANCIAL, LLC
San Francisco, CA
AUM
$219.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-495-2900
SENTINEL GLOBAL
San Francisco, CA
AUM
$210.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
707-652-3754
GOLDEN GATE PERSONAL FINANCIAL PLANNING
San Francisco, CA
AUM
$195.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
415-344-0549
JANUARY CAPITAL ADVISORS LLC
San Francisco, CA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-494-2790
ACCORD EQUITY ADVISORS LLC
San Francisco, CA
AUM
$189.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(628) 218-7984