AUM
$1.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-955-6734
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
WEATHERLY ASSET MANAGEMENT
Del Mar, CA
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
858-259-4507
PHILOSOPHY CAPITAL MANAGEMENT LLC
Alamo, CA
AUM
$1.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-433-2010
DORCHESTER CAPITAL ADVISORS, LLC
Los Angeles, CA
AUM
$1.65B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-402-5090
PARK PRESIDIO CAPITAL LLC
San Francisco, CA
AUM
$1.65B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-490-2520
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
PROVENIO CAPITAL
Newport Beach, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(949) 301-9060
TELOS CAPITAL MANAGEMENT, INC.
San Diego, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(858) 271-6350
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
626-993-9300
BUCHANAN STREET PARTNERS, L.P.
Newport Beach, CA
AUM
$1.61B
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-721-1414
HOMESTEAD CAPITAL USA, LLC
San Francisco, CA
AUM
$1.58B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-369-9952
INTELLECTUS PARTNERS, LLC
San Francisco, CA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
415-795-7830
REGATTA CAPITAL GROUP, LLC
El Segundo, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
310-725-9102
ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(916) 652-1525
PENCE CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$1.54B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
949-660-8777
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552
TAMAR SECURITIES, LLC
Woodland Hills, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
818-914-7460
COMPAK ASSET MANAGEMENT
Newport Beach, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 388-9700
RBC SECURITIES, INC.
Los Angeles, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
124 advisors
Clients
101-250
Fees
Percentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES
310-888-6400
CAPITAL PLANNING ADVISORS LLC
Roseville, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-286-7650
CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED
Mumbai, Maharashtra, CA
AUM
$1.50B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+919892038960
THE INFORMED MOMENTUM COMPANY LLC
Solana Beach, CA
AUM
$1.49B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
760-479-5080
ADELANTE CAPITAL MANAGEMENT LLC
Alameda, CA
AUM
$1.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-986-2100
APRIEM ADVISORS
Irvine, CA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(949) 253-8888