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 Wealth Management advisors in CA, SAN FRANCISCO
346 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
ICONIQ CAPITAL, LLC
San Francisco, CA
AUM
$117.53B
Wealth MgmtTrusts & Estates
Team
158 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-967-7763
HELLMAN & FRIEDMAN LLC
San Francisco, CA
AUM
$110.42B
Wealth Mgmt
Team
60 advisors
Clients
—
Fees
Percentage of AUM · CARRIED INTEREST +1 more
(415) 788-5111
VISTA EQUITY PARTNERS MANAGEMENT, LLC
San Francisco, CA
AUM
$106.02B
Wealth Mgmt
Team
159 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-765-6500
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
GENSTAR CAPITAL
San Francisco, CA
AUM
$51.26B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-834-2350
FRANCISCO PARTNERS
San Francisco, CA
AUM
$47.05B
Wealth Mgmt
Team
93 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 418-2900
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
DRAGONEER INVESTMENT GROUP, LLC
San Francisco, CA
AUM
$37.04B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-539-3105
WOODLINE PARTNERS LP
San Francisco, CA
AUM
$36.66B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4550
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
PRIME FINANCE ADVISOR, L.P.
San Francisco, CA
AUM
$22.22B
Wealth Mgmt
Team
91 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-986-2415
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
BAKER STREET ADVISORS, LLC
San Francisco, CA
AUM
$20.77B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-344-6180
ALPINE INVESTORS
San Francisco, CA
AUM
$18.91B
Wealth Mgmt
Team
73 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-392-9100
GREENOAKS
San Francisco, CA
AUM
$18.27B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.942.5322
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