CARMEL PARTNERS
San Francisco, CA
AUM
$7.98B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-273-2900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
MCMORGAN & COMPANY LLC
San Francisco, CA
AUM
$7.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-788-9300
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$7.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
WESTCAP MANAGEMENT, LLC
San Francisco, CA
AUM
$7.44B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466454356
TOP TIER CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$7.27B
Wealth MgmtInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-835-7500
GALVANIZE CLIMATE SOLUTIONS LLC
San Francisco, CA
AUM
$6.98B
Wealth MgmtInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-757-6600
MEDLEY PARTNERS MANAGEMENT LLC
San Francisco, CA
AUM
$6.96B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-375-8790
BIVIUM CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$6.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-825-0610
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$6.63B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
415-788-7553
TURN/RIVER MANAGEMENT, L.P.
San Francisco, CA
AUM
$6.59B
Wealth Mgmt
Team
87 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
415-858-0910
BVF PARTNERS L.P.
San Francisco, CA
AUM
$6.11B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-525-8800
SNYDER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$6.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-392-3900
PARALLAX VOLATILITY ADVISERS, L.P.
San Francisco, CA
AUM
$5.98B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
415-445-6646
QUIET CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$5.39B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-840-0555
LEADING EDGE INVESTMENT ADVISORS,LLC
San Francisco, CA
AUM
$5.17B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-217-7030
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
San Francisco, CA
AUM
$5.11B
Wealth Mgmt
Team
72 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-310-0391
WHITE OAK GLOBAL ADVISORS, LLC
San Francisco, CA
AUM
$5.11B
Wealth MgmtInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-644-4100
BAKERAVENUE
San Francisco, CA
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & Estates
Team
29 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-986-1110
PERCHERON CAPITAL
San Francisco, CA
AUM
$5.06B
Wealth Mgmt
Team
63 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415)738-4340
REDMILE GROUP
San Francisco, CA
AUM
$4.70B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-489-9980
SIGNALFIRE
San Francisco, CA
AUM
$4.52B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-850-6000
SYON CAPITAL LLC
San Francisco, CA
AUM
$4.38B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-520-7966
HUMAN CAPITAL
San Francisco, CA
AUM
$4.38B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-295-2379
THINK INVESTMENTS
San Francisco, CA
AUM
$4.30B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-675-3271