BLOCKCHAIN CAPITAL, LLC
San Francisco, CA
AUM
$2.86B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-677-5340
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
MAIN MANAGEMENT ETF ADVISORS, LLC
San Francisco, CA
AUM
$2.82B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM
415-217-5800
ANGELES WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
310-393-6300
OHANA ADVISORS
San Rafael, CA
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-226-4100
A16Z PERENNIAL MANAGEMENT, L.P.
Menlo Park, CA
AUM
$2.75B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Performance-based fees +1 more
(650) 798-5800
DC GLOBAL VENTURES
Menlo Park, CA
AUM
$2.73B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-382-5514
KBS REALTY ADVISORS, LLC
Newport Beach, CA
AUM
$2.72B
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-417-6500
GIVERNY CAPITAL
Montreal, CA
AUM
$2.70B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
514-842-5589
1SHARPE CAPITAL LLC
San Francisco, CA
AUM
$2.70B
Wealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
510-788-5000
TCW PT MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$2.70B
Wealth Mgmt
Team
38 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
BREAKTHROUGH PROPERTIES
Los Angeles, CA
AUM
$2.69B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
213-290-3996
GOBI CAPITAL LLC
Beverly Hills, CA
AUM
$2.69B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-288-7288
ANALYST PORTFOLIO MANAGEMENT LTD.
Tel Aviv, CA
AUM
$2.69B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
972-3-7147147
CIM CAPITAL, LLC
Los Angeles, CA
AUM
$2.68B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
323-860-4900
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
TCG CAPITAL MANAGEMENT
Playa Vista, CA
AUM
$2.65B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-633-2900
STEADVIEW CAPITAL MANAGEMENT LLC
San Francisco, CA
AUM
$2.64B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
2124040345
CHECCHI CAPITAL ADVISERS, LLC
Beverly Hills, CA
AUM
$2.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
310-432-0010
PEGASUS TECH VENTURES, INC.
San Jose, CA
AUM
$2.58B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
408-645-5532
BRACKET CAPITAL
West Hollywood, CA
AUM
$2.57B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
844-218-3370
HOWARD CAPITAL MANAGEMENT GROUP, LLC
Los Angeles, CA
AUM
$2.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
310-473-9100
SSI INVESTMENT MANAGEMENT LLC
Los Angeles, CA
AUM
$2.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
310-595-2000