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.
5,002 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