SPYGLASS CAPITAL MANAGEMENT, LLC
Greenbrae, CA
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-318-2366
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$2.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+91-22-6648-0909
JSF FINANCIAL, LLC
Los Angeles, CA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-866-0833
BELLECAPITAL INTERNATIONAL
Zurich, CA
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 268 11 70
HCR WEALTH ADVISORS
Los Angeles, CA
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-473-5445
RVW WEALTH LLC
Los Angeles, CA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
310-945-4000
AMI ASSET MANAGEMENT CORP
Los Angeles, CA
AUM
$1.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
424 320-4000
FALCON WEALTH PLANNING, INC.
Ontario, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
855-963-2526
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
SP ASSET MANAGEMENT LLC
Cupertino, CA
AUM
$1.90B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
408-257-7711
WHITTIER ADVISORS, LLC
Newport Beach, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-341-4250
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
SOVRAN ADVISORS, LLC
San Diego, CA
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
60 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
619-281-9890
WINDWARD CAPITAL MANAGEMENT CO
Los Angeles, CA
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
310-893-3000
GRANITE INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$1.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-933-4292
SELECT MONEY MANAGEMENT, INC.
Los Angeles, CA
AUM
$1.80B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
3107122323
REGENT PROPERTIES
Los Angeles, CA
AUM
$1.77B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-806-9800
KAISER PARTNER FINANCIAL ADVISORS LTD.
ZüRich, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
+41 44 752 51 52
CURATED WEALTH PARTNERS, LLC
El Segundo, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-356-0830
HBW ADVISORY SERVICES LLC
Simi Valley, CA
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
68 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800-473-3856
RICE HALL JAMES & ASSOCIATES LLC
San Diego, CA
AUM
$1.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
619-239-9005
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
AMERICAN INFRASTRUCTURE
Foster City, CA
AUM
$1.70B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-6000