WINDJAMMER CAPITAL INVESTORS
Newport Beach, CA
AUM
$3.10B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 721-9944
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
CALERA CAPITAL ADVISORS, LP
San Francisco, CA
AUM
$3.09B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-632-5200
DIVERSIS CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$3.07B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-396-4200
EMERALD LAKE CAPITAL MANAGEMENT, L.P.
Santa Monica, CA
AUM
$3.06B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
424-768-9302
BERKELEY PARTNERS MANAGEMENT, LLC
Oakland, CA
AUM
$3.06B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-295-8075
CLARIVEST ASSET MANAGEMENT LLC
San Diego, CA
AUM
$3.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-480-2440
ANTHOS CAPITAL
Santa Monica, CA
AUM
$3.04B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424-322-7082
STRATEGIC GLOBAL ADVISORS, LLC
Newport Beach, CA
AUM
$3.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
949-706-2640
ALLOCATE MANAGEMENT COMPANY, LLC
Palo Alto, CA
AUM
$3.00B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
650-331-4151
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC
Manhattan Beach, CA
AUM
$2.98B
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424.955.6388
ASSET DEDICATION, LLC
San Francisco, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
866-535-0897
NORTHGATE CAPITAL, L.P.
Danville, CA
AUM
$2.93B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
925-820-9970
PINEGROVE OPPORTUNITY PARTNERS, LLC
San Francisco, CA
AUM
$2.93B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-519-0540
RAUB BROCK CAPITAL MANAGEMENT, LP
Larkspur, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-927-6990
FLEXPATH STRATEGIES
Aliso Viejo, CA
AUM
$2.91B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-418-6030
POINT OLEMA CAPITAL PARTNERS, L.P.
San Francisco, CA
AUM
$2.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-851-0411
POLYCHAIN CAPITAL LP
San Francisco, CA
AUM
$2.90B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-613-5108
SYLEBRA CAPITAL LLC
Palo Alto, CA
AUM
$2.90B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(332) 242 8518
FORT POINT CAPITAL PARTNERS LLC
San Francisco, CA
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(415) 449-0570
RRG CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$2.89B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
323-936-9303
ELECTRIC CAPITAL PARTNERS, LLC
Palo Alto, CA
AUM
$2.88B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 420-5055
LM ADVISORS LLC
San Diego, CA
AUM
$2.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
619-814-1400
HOLLENCREST CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
949-737-7700
PARK WEST ASSET MANAGEMENT LLC
San Francisco, CA
AUM
$2.86B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-524-2900