BERTRAM CAPITAL MANAGEMENT LLC
Foster City, CA
AUM
$4.43B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-358-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
NEXT LEGACY MANAGEMENT, LLC
Portola Valley, CA
AUM
$4.41B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-324-5980
SAND HILL GLOBAL ADVISORS, LLC
Palo Alto, CA
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
650-854-9150
SYON CAPITAL LLC
San Francisco, CA
AUM
$4.38B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-520-7966
HUMAN CAPITAL
San Francisco, CA
AUM
$4.38B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-295-2379
SCI CAPITAL PARTNERS LP
Los Angeles, CA
AUM
$4.37B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Performance-based fees; SERVICE FEES FROM PORTFOLIO COMPANIES
424-316-2061
THINK INVESTMENTS
San Francisco, CA
AUM
$4.30B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-675-3271
EAST CAPITAL
Stockholm, CA
AUM
$4.28B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
+46 8 505 97 777
HENNESSY ADVISORS, INC.
Novato, CA
AUM
$4.25B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-899-1555
SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
HALBERT HARGROVE
Long Beach, CA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
562-435-5657
TRUELINK CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$4.20B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-736-5853
FLAHERTY & CRUMRINE INCORPORATED
Pasadena, CA
AUM
$4.15B
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-795-7300
STEELPEAK WEALTH, LLC
Woodland Hills, CA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(818) 835-8720
NORTH REEF CAPITAL MANAGEMENT LP
Laguna Beach, CA
AUM
$4.14B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-482-2121
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, CA
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
310-399-6397
FFL
San Francisco, CA
AUM
$4.11B
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-402-2100
ALTAMONT CAPITAL PARTNERS
Palo Alto, CA
AUM
$4.02B
Wealth Mgmt
Team
38 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
650-264-7750
HANWHA ASSET MANAGEMENT (USA) LTD.
San Francisco, CA
AUM
$4.00B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 534-1190
BRENTWOOD PRIVATE EQUITY, LLC
Los Angeles, CA
AUM
$3.97B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-477-6611
IM GLOBAL PARTNER FUND MANAGEMENT LLC
El Segundo, CA
AUM
$3.97B
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
323-372-2266
TEAM HEWINS, LLC
Foster City, CA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-620-3040
PANTERA CAPITAL
San Francisco, CA
AUM
$3.96B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-7000
VERNAL POINT ADVISORS, LLC
San Francisco, CA
AUM
$3.94B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-237-3530