VERSO PARTNERS
San Francisco, CA
AUM
$521.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-214-3917
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
REFLOW SERVICES, LLC
San Francisco, CA
AUM
$521.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(888) 648-0668
PAUL CAPITAL
San Francisco, CA
AUM
$520.9M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-283-4300
SELDON CAPITAL LP
San Francisco, CA
AUM
$517.8M
Financial PlanningWealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
209-683-3109 #804
BITWISE INVESTMENT MANAGER, LLC
San Francisco, CA
AUM
$500.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-707-3663
POWERLAW FUND ADVISER, LLC
San Francisco, CA
AUM
$496.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITY
707-653-6892
WESTERLY CAPITAL MANAGEMENT LLC
San Francisco, CA
AUM
$488.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-547-9000
ROSENBLUM SILVERMAN SUTTON SF INC
San Francisco, CA
AUM
$486.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-771-4500
NWK GROUP
San Francisco, CA
AUM
$485.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-248-2700
VAN STRUM & TOWNE INC
San Francisco, CA
AUM
$483.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-981-3455
ANDRA CAPITAL LLC
San Francisco, CA
AUM
$476.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-812-7019
FIGURE INVESTMENT ADVISORS, LLC
San Francisco, CA
AUM
$442.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
628-236-5851
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
BLUEPRINT INVESTING LLC
San Francisco, CA
AUM
$436.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
415-963-9815
FOREWORD CAPITAL, LP
San Francisco, CA
AUM
$431.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-516-4370
POTRERO CAPITAL RESEARCH, LLC
San Francisco, CA
AUM
$419.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-576-1104
LAVELLE CAPITAL
San Francisco, CA
AUM
$410.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-501-9987
OGBORNE CAPITAL MANAGEMENT, LLC.
San Francisco, CA
AUM
$410.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-876-3000
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
San Francisco, CA
AUM
$405.4M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 415 489 3600
BRAESWOOD CARBON MANAGEMENT, LLC
San Francisco, CA
AUM
$387.3M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-325-2523
INFLECTION CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-450-6556
INNOVIUS CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$365.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6504884983
UNION SQUARE GLOBAL WEALTH MANAGEMENT
San Francisco, CA
AUM
$361.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-392-9228
FLIGHT DECK CAPITAL, LP
San Francisco, CA
AUM
$358.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-728-9037