SONEN CAPITAL LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-534-4444
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
YOSEMITE MANAGEMENT, LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-370-5830
QVR ADVISORS
San Francisco, CA
AUM
$1.13B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-684-8343
CRESCENT COVE ADVISORS, LP
San Francisco, CA
AUM
$1.11B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-800-2289
NEXA EQUITY LLC
San Francisco, CA
AUM
$1.10B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-295-4636
MESON QUANTITATIVE MANAGEMENT LLC
San Francisco, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
415-322-0486
5AM VENTURES
San Francisco, CA
AUM
$1.08B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-993-8570
TRINITY ALPS CAPITAL
San Francisco, CA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-740-5841
BRIO FINANCIAL GROUP
San Francisco, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-623-2450
LEGALIST
San Francisco, CA
AUM
$1.03B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-570-7878
VERITA STRATEGIC WEALTH PARTNERS, LLC
San Francisco, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
4155204345
MAIN MANAGEMENT FUND ADVISORS, LLC
San Francisco, CA
AUM
$1.01B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM
415-217-5800
FIVESPAN PARTNERS, LP
San Francisco, CA
AUM
$1.00B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 318-7900
SYNTHETICFI LLC
San Francisco, CA
AUM
$992.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(628) 800-0898
NEW FORESTS INC.
San Francisco, CA
AUM
$981.9M
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-321-3300
FACTORIAL FUNDS MANAGEMENT LLC
San Francisco, CA
AUM
$967.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
209-265-8990
CACHE ADVISORS LLC
San Francisco, CA
AUM
$962.1M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
2137881501
STRATTAM CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$938.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-852-3330
TELESCOPE PARTNERS LLC
San Francisco, CA
AUM
$934.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-550-0885
TRIMER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$901.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-294-1259
DELTA INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$856.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM
(415) 249-6337
AKKADIAN VENTURES, INC.
San Francisco, CA
AUM
$841.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(707) 653-6892
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
San Francisco, CA
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
415-977-1200
ROOF EIDAM MAYCOCK PERALTA LLC
San Francisco, CA
AUM
$804.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-788-4600