BLACKROCK FUND ADVISORS
San Francisco, CA
AUM
$4.28T
Wealth MgmtInstitutional
Team
122 advisors
Clients
—
Fees
Percentage of AUM
415 670 2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SAN FRANCISCO
137 advisers found
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
San Francisco, CA
AUM
$1.72T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
175 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
800-650-9744
DODGE & COX
San Francisco, CA
AUM
$466.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
100 advisors
Clients
—
Fees
Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
415-981-1710
KKR CREDIT ADVISORS (US) LLC
San Francisco, CA
AUM
$270.85B
Wealth MgmtRetirementInstitutional
Team
181 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-315-3620
PANTHEON
San Francisco, CA
AUM
$87.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-249-6200
FARALLON CAPITAL MANAGEMENT, L.L.C.
San Francisco, CA
AUM
$52.08B
Wealth MgmtInstitutional
Team
129 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-421-2132
CALLAN
San Francisco, CA
AUM
$41.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
164 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
415-974-5060
PARNASSUS INVESTMENTS, LLC
San Francisco, CA
AUM
$41.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
415-778-0200
SVB ASSET MANAGEMENT
San Francisco, CA
AUM
$32.32B
Wealth MgmtInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM; MONEY MARKET FUND REVENUE SHARING FEES
866-719-9117
HORSLEY BRIDGE PARTNERS LLC
San Francisco, CA
AUM
$23.61B
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Performance-based fees; FEE BASED ON CAPITAL COMMITMENTS OR INVESTED CAPITAL
415-986-7733
JORDAN PARK GROUP LLC
San Francisco, CA
AUM
$23.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(415) 417-3000
STOCKBRIDGE CAPITAL GROUP, LLC
San Francisco, CA
AUM
$21.55B
Wealth MgmtInstitutional
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-658-3300
CORE AND VALUE ADVISORS, LLC
San Francisco, CA
AUM
$21.18B
Wealth MgmtInstitutional
Team
77 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-658-3300
MERCURY ADVISORY, LLC
San Francisco, CA
AUM
$17.94B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
415-878-1068
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
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
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
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
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
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