US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
917 923 9649
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
WELLINGTON CAPITAL ADVISORS, LLC
San Francisco, CA
AUM
$24.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
415 200 9140
ALPHA PRIVATE WEALTH ADVISORS LLC
San Francisco, CA
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-704-8900
VELMARK CAPITAL MANAGEMENT LLC
San Francisco, CA
AUM
$22.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
415-986-9415
TDIRECTION ASSET MANAGEMENT
San Francisco, CA
AUM
$20.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
877-243-2323
BLOOM INVESTMENT ADVISORS, LLC
San Francisco, CA
AUM
$17.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Subscription fees
323-879-8385
VIOS ASSET MANAGEMENT LLC
San Francisco, CA
AUM
$17.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(415) 352-1250
IVY INVEST CORPORATION
San Francisco, CA
AUM
$12.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8005357096
BALANCE CASH MANAGEMENT INC.
San Francisco, CA
AUM
$11.6M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
916 205 9676
FIDERE
San Francisco, CA
AUM
$11.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
917-690-3892
BBN MANAGEMENT, LLC
San Francisco, CA
AUM
$10.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-439-0226
CORGI STRATEGIES, LLC
San Francisco, CA
AUM
$10.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
855-552-6744
CARITAS INVESTMENT ADVISORS LLC
San Francisco, CA
AUM
$9.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(415) 235-8000
MANEY WEALTH
San Francisco, CA
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(415) 423-1142
BASELINE INVESTMENTS, LLC
San Francisco, CA
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(415) 295-4737
TRIAXIOM CAPITAL, LLC
San Francisco, CA
AUM
$7.8M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-496-6003
GREENWOOD WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$7.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-565-2121
ALLIED VALUE, LLC
San Francisco, CA
AUM
$4.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
(415) 351-8385
ALVARADO MANAGEMENT COMPANY
San Francisco, CA
AUM
$3.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-398-1366
DUNHILL & COMPANY, LLC
San Francisco, CA
AUM
$3.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-755-6820
BRIDGELANE FINANCIAL
San Francisco, CA
AUM
$2.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-370-1710
WAHDY CAPITAL
San Francisco, CA
AUM
$1.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
4155233363