SOFI WEALTH LLC
San Francisco, CA
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM
855-525-7634
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
L SQUARED CAPITAL PARTNERS
Newport Beach, CA
AUM
$2.04B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-398-0168
BRISTOL GROUP INC
San Francisco, CA
AUM
$2.04B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
415-398-1022
RESMARK EQUITY PARTNERS, LLC
Los Angeles, CA
AUM
$2.03B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-862-2235
FAIRVIEW CAPITAL
Greenbrae, CA
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-464-4640
NIPUN CAPITAL, L.P.
Foster City, CA
AUM
$2.03B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-265-4666
MADISON AVENUE SECURITIES, LLC
San Diego, CA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-627-7323
WESTERN TECHNOLOGY INVESTMENT (WTI)
Portola Valley, CA
AUM
$2.02B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-234-4300
SPYGLASS CAPITAL MANAGEMENT, LLC
Greenbrae, CA
AUM
$2.02B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-318-2366
LANE42
Santa Monica, CA
AUM
$2.01B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 970-5740
AUM
$2.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+91-22-6648-0909
JSF FINANCIAL, LLC
Los Angeles, CA
AUM
$1.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
323-866-0833
OCEAN AVENUE CAPITAL PARTNERS, L.P.
Santa Monica, CA
AUM
$1.96B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 238-0730
C.M. CAPITAL ADVISORS, LLC
Palo Alto, CA
AUM
$1.96B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM
650-566-6499
BELLECAPITAL INTERNATIONAL
Zurich, CA
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 268 11 70
HCR WEALTH ADVISORS
Los Angeles, CA
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-473-5445
ASCENDANT CAPITAL PARTNERS LP
Los Angeles, CA
AUM
$1.95B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(310) 689-5149
SOMA EQUITY PARTNERS, LP
San Francisco, CA
AUM
$1.95B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-318-8960
RVW WEALTH LLC
Los Angeles, CA
AUM
$1.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
310-945-4000
REBALANCE LLC
Palo Alto, CA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-396-3900
AMI ASSET MANAGEMENT CORP
Los Angeles, CA
AUM
$1.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
424 320-4000
PRIVATE WEALTH PARTNERS, LLC
Mill Valley, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
415-461-3850
FALCON WEALTH PLANNING, INC.
Ontario, CA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
855-963-2526
RESOLUTE PARTNERS GROUP
San Francisco, CA
AUM
$1.91B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-699-0309