ROW ASSET MANAGEMENT, LLC
Newport Beach, CA
AUM
$2.55B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-478-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
VALIDUS CAPITAL LLC
El Segundo, CA
AUM
$2.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(424) 499-1360
NO STREET GP LP
San Francisco, CA
AUM
$2.51B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4460
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
OWL VENTURES
San Francisco, CA
AUM
$2.50B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 209-5675
PERENNIAL FINANCIAL SERVICES
Los Angeles, CA
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-445-2504
HAUN VENTURES MANAGEMENT LP
Menlo Park, CA
AUM
$2.49B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 204-1322
URBAN INVESTMENT ADVISORS
Larkspur, CA
AUM
$2.45B
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-461-8600
LONGITUDE CAPITAL MANAGEMENT CO., LLC
Menlo Park, CA
AUM
$2.44B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-5700
SR ONE CAPITAL MANAGEMENT, LP
Redwood City, CA
AUM
$2.44B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(408)-303-2673
VALEAS CAPITAL PARTNERS
San Francisco, CA
AUM
$2.43B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-992-3131
WEALTH ARCHITECTS, LLC
Mountain View, CA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-325-9044
SENTRY ADVISORS, LLC
San Francisco, CA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
415-229-9070
CHECK CAPITAL MANAGEMENT INC
Costa Mesa, CA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
714-641-3579
CENDANA CAPITAL
San Francisco, CA
AUM
$2.37B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-346-2914
WHITMAN/PETERSON, LLC
Westlake Village, CA
AUM
$2.37B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
818-483-1060
GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-933-3786
CLARET ASSET MANAGEMENT CORP
Montreal Quebec, CA
AUM
$2.36B
Wealth MgmtTrusts & Estates
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
514-842-6110
IFC ADVISORS LLC
Los Angeles, CA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-596-1250
EMPROS CAPITAL LLC
San Francisco, CA
AUM
$2.34B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-234-7318
REVELATION CAPITAL MANAGEMENT, LLC
Sausalito, CA
AUM
$2.32B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-636-5420
WILLOW CREEK WEALTH MANAGEMENT, INC.
Sebastopol, CA
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
707-829-1146
CLOCKTOWER GROUP, L.P.
Santa Monica, CA
AUM
$2.28B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
(310) 458-2003
AUM
$2.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
888-585-1755