MONROE WEALTH MANAGEMENT LLC
San Francisco, CA
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
510-990-1803
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
DOGPATCH WEALTH
San Francisco, CA
AUM
$69.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES
415-464-7533
VISION CAPITAL INVESTMENT MANAGEMENT, INC.
San Francisco, CA
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
415-731-7270
BLACK HILL CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$67.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(415) 829-4246
STRONG BRIDGE ADVISORS LLC
San Francisco, CA
AUM
$63.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
847-867-4590
DUNLAP EQUITY MANAGEMENT, LLC.
San Francisco, CA
AUM
$56.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-568-9600
RAPPORT FINANCIAL, LLC
San Francisco, CA
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
310-383-6204
ROCKROSE CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$49.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PROFIT ALLOCATION SIMILAR TO PERFORMANCE FEES
415-964-5455
ELEVATE CAPITAL MANAGEMENT, L.L.C.
San Francisco, CA
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
415-669-4477
JUST FUTURES
San Francisco, CA
AUM
$46.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(302)729-3419
CATTON CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$39.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-234-0470
AMORETTI WOLLMAN CAPITAL MANAGEMENT
San Francisco, CA
AUM
$37.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-717-2661
HERON FINANCE
San Francisco, CA
AUM
$37.7M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
510-214-6602
QST CAPITAL LLC
San Francisco, CA
AUM
$35.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-539-3191
OCTAVEWEALTH
San Francisco, CA
AUM
$30.0M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(855) 962-8283
VALLEY INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$29.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-539-5813
BUNKER
San Francisco, CA
AUM
$29.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+ 1 510 738 3310
MIDAS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$28.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
916-833-9559
HINDE GROUP LLC
San Francisco, CA
AUM
$27.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-992-8125
SKYLARK WEALTH, LLC
San Francisco, CA
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-881-7569
PANTHEON INFRA ADVISORS, LLC
San Francisco, CA
AUM
$26.6M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-249-6200
MONETARY MANAGEMENT CORPORATION
San Francisco, CA
AUM
$26.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 981-9200
BERKELEY INVESTMENT ADVISORS
San Francisco, CA
AUM
$25.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-831-9999