1SHARPE CAPITAL LLC
San Francisco, CA
AUM
$2.70B
Wealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
510-788-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
STEADVIEW CAPITAL MANAGEMENT LLC
San Francisco, CA
AUM
$2.64B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2124040345
NO STREET GP LP
San Francisco, CA
AUM
$2.51B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4460
OWL VENTURES
San Francisco, CA
AUM
$2.50B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 209-5675
VALEAS CAPITAL PARTNERS
San Francisco, CA
AUM
$2.43B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-992-3131
SENTRY ADVISORS, LLC
San Francisco, CA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
415-229-9070
CENDANA CAPITAL
San Francisco, CA
AUM
$2.37B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-346-2914
EMPROS CAPITAL LLC
San Francisco, CA
AUM
$2.34B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-234-7318
LOGOS GLOBAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.25B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4660
HMI CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.15B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-391-9500
INTERMEDE GLOBAL PARTNERS INC
San Francisco, CA
AUM
$2.14B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
COST PLUS FEE
1 (415)9693370
CARRICK CAPITAL PARTNERS
San Francisco, CA
AUM
$2.08B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-432-4100
TRUE WIND CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.08B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-780-9975
SOFI WEALTH LLC
San Francisco, CA
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
855-525-7634
BRISTOL GROUP INC
San Francisco, CA
AUM
$2.04B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
415-398-1022
SOMA EQUITY PARTNERS, LP
San Francisco, CA
AUM
$1.95B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-318-8960
RESOLUTE PARTNERS GROUP
San Francisco, CA
AUM
$1.91B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-699-0309
MAIN MANAGEMENT, LLC
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-217-5800
NUMERAI
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-737-0873
TRUE LINK FINANCIAL ADVISORS
San Francisco, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
855-435-5140
IGP INDUSTRIES, LLC
San Francisco, CA
AUM
$1.85B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-882-4550
ALTA PARK CAPITAL, LP
San Francisco, CA
AUM
$1.78B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-835-3890
AMITY VENTURES
San Francisco, CA
AUM
$1.74B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(415) 226-4119