OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
CROSSLINK CAPITAL, INC.
Menlo Park, CA
AUM
$3.91B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-617-1800
NEWVIEW CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$3.86B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-416-1590
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
TREE LINE CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$3.85B
Wealth MgmtInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-795-7575
VALIANT CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$3.83B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS
415-659-7201
LUMINATE CAPITAL PARTNERS
San Francisco, CA
AUM
$3.82B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-278-1506
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
NEOS PARTNERS, LP
San Diego, CA
AUM
$3.77B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-727-9690
VECTOR CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$3.75B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-293-5000
KINGSWOOD CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$3.75B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-200-6600
AVANATH CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$3.75B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-269-4700
CFT CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$3.75B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
3109808840
MERK INVESTMENTS LLC
Palo Alto, CA
AUM
$3.71B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-323-4341
RESOURCE CAPITAL INVESTMENT CORPORATION
Carlsbad, CA
AUM
$3.71B
Wealth Mgmt
Team
4 employees
Clients
0
Fees
Percentage of AUM; Performance-based fees
760-444-5254
MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
SIGFIG WEALTH MANAGEMENT LLC
San Francisco, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-974-4344
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
MAIN POST PARTNERS
San Francisco, CA
AUM
$3.47B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415/398-0770
MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
TRIBE CAPITAL
San Mateo, CA
AUM
$3.44B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(707) 653-5302
DRAGONFLY DIGITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$3.44B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-795-8868
ECOR1 CAPITAL, LLC
San Francisco, CA
AUM
$3.42B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-754-3517