MERCURY ADVISORY, LLC
San Francisco, CA
AUM
$17.94B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
415-878-1068
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
FREESTONE GROVE PARTNERS LP
San Francisco, CA
AUM
$16.48B
Wealth Mgmt
Team
105 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH REIMBURSEMENT
4159074100
DIVCO WEST REAL ESTATE SERVICES, LLC
San Francisco, CA
AUM
$16.30B
Wealth Mgmt
Team
67 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-284-5700
FARTHER
San Francisco, CA
AUM
$16.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
MERITAGE GROUP LP
San Francisco, CA
AUM
$14.09B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.399.5330
PARTHENON CAPITAL PARTNERS
San Francisco, CA
AUM
$13.35B
Wealth MgmtInstitutional
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-913-3900
ASIA ALTERNATIVES MANAGEMENT LLC
San Francisco, CA
AUM
$13.24B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-723-8100
GUSTO INVESTMENT SERVICES, LLC
San Francisco, CA
AUM
$12.01B
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(888) 228-3491
PARADIGM OPERATIONS LP
San Francisco, CA
AUM
$11.87B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-830-5750
FTV CAPITAL
San Francisco, CA
AUM
$11.86B
Wealth Mgmt
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-229-3000
137 VENTURES MANAGEMENT, LLC
San Francisco, CA
AUM
$11.81B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-513-5222
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
VALUEACT CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$11.28B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-362-3700
GOLDEN GATE CAPITAL
San Francisco, CA
AUM
$11.16B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; INCENTIVE ALLOCATION
415 983 2700
GENERATION INVESTMENT MANAGEMENT US LLP
San Francisco, CA
AUM
$10.54B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415 619 3242
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984
ALGERT GLOBAL LLC
San Francisco, CA
AUM
$10.20B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-675-7300
SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA
AUM
$9.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(415) 341-9300
GRYPHON ADVISORS, LLC
San Francisco, CA
AUM
$9.32B
Wealth Mgmt
Team
64 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-217-7400
SITUATIONAL AWARENESS LP
San Francisco, CA
AUM
$9.28B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 530-8524
INDUSTRY VENTURES
San Francisco, CA
AUM
$9.06B
Wealth MgmtInstitutional
Team
26 advisors
Clients
0
Fees
Percentage of AUM; PERFORMANCE-BASED PROFIT ALLOCATIONS
415-273-4201
ROBERTSON STEPHENS
San Francisco, CA
AUM
$8.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-500-6810
IRONWOOD CAPITAL MANAGEMENT CORP
San Francisco, CA
AUM
$8.23B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM
(415) 777-2400
HUMAN INTEREST ADVISORS LLC
San Francisco, CA
AUM
$8.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(855) 622-7824