OPEN DOOR INVESTMENT MANAGEMENT LTD.
San Francisco, CA
AUM
$183.4M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF FUND NET INCOME OF PORTFOLIO MANAGERS
(415) 766 5888
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
EMBARCADERO FINANCIAL GROUP
San Francisco, CA
AUM
$169.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
415-391-1200
HANKE & APOLONIO WEALTH ADVISORS LLC
San Francisco, CA
AUM
$167.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-781-6300
SAS FINANCIAL ADVISORS, LLC.
San Francisco, CA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-277-5955
DEDICATED CAPITAL ADVISORS, LLC
San Francisco, CA
AUM
$162.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-765-1778
CHROME ADVISORS
San Francisco, CA
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-818-9005
FINANCIAL ZEN
San Francisco, CA
AUM
$149.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(415) 792-0345
SCENIC MANAGEMENT LLC
San Francisco, CA
AUM
$144.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-844-0646
BARRIER CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$136.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-380-1475
GARHWAL, CHAN & WILLIAMS INC.
San Francisco, CA
AUM
$133.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(415) 263-1900
PROSPETTIVA FINANCIAL
San Francisco, CA
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-362-8636
WE FINANCIAL GROUP
San Francisco, CA
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-994-9767
DOUBLE BAY MANAGEMENT & PLANNING
San Francisco, CA
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-494-3267
WEALTH SCRIPT ADVISORS
San Francisco, CA
AUM
$121.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(415)300-0610
NEWPORT ASIA LLC
San Francisco, CA
AUM
$120.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
415/677-8620
KB FINANCIAL ADVISORS LLC
San Francisco, CA
AUM
$115.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 295-2487
GREEN OCEAN GLOBAL ADVISORS LLC
San Francisco, CA
AUM
$114.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
(206) 686-1594
COBURN BARRETT, LLC
San Francisco, CA
AUM
$112.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
415-387-1001
PILLAR6 ADVISORS, LLC
San Francisco, CA
AUM
$112.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 630-5990
FAIRLIGHT ADVISORS
San Francisco, CA
AUM
$109.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-309-6248
RAMSDELL CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; HOURLY CHARGES FOR PLANNING/PROJECTS
415-568-2200
CARDINAL POINT CAPITAL LLC
San Francisco, CA
AUM
$100.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-277-5967
SAXON SECURITIES LLC
San Francisco, CA
AUM
$94.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-820-5312
WEALTHBOOST ADVISORS, LLC
San Francisco, CA
AUM
$77.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-935-0012