MAIN MANAGEMENT, LLC
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-217-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
ARC70 ADVISERS LP
Burlingame, CA
AUM
$1.90B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 322-3303
NUMERAI
San Francisco, CA
AUM
$1.90B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-737-0873
SP ASSET MANAGEMENT LLC
Cupertino, CA
AUM
$1.90B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
408-257-7711
WHITTIER ADVISORS, LLC
Newport Beach, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-341-4250
TRUE LINK FINANCIAL ADVISORS
San Francisco, CA
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
855-435-5140
TRIGUARD MANAGEMENT LLC
Newport Beach, CA
AUM
$1.88B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(949) 398-0005
SOVRAN ADVISORS, LLC
San Diego, CA
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
60 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
619-281-9890
WINDWARD CAPITAL MANAGEMENT CO
Los Angeles, CA
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
310-893-3000
VARSITY HEALTHCARE PARTNERS
Los Angeles, CA
AUM
$1.86B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-564-2690
IGP INDUSTRIES, LLC
San Francisco, CA
AUM
$1.85B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-882-4550
GRANITE INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$1.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-933-4292
LIGHTBAY CAPITAL
Los Angeles, CA
AUM
$1.84B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-919-4300
CRESCENT CAP ADVISORS, LLC
Los Angeles, CA
AUM
$1.81B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
SELECT MONEY MANAGEMENT, INC.
Los Angeles, CA
AUM
$1.80B
Wealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
—
Fees
Percentage of AUM
3107122323
TENSILE CAPITAL MANAGEMENT LP
Larkspur, CA
AUM
$1.80B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-830-8160
MONOGRAM CAPITAL MANAGEMENT, L.P.
Beverly Hills, CA
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-229-2460
ALTA PARK CAPITAL, LP
San Francisco, CA
AUM
$1.78B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-835-3890
REGENT PROPERTIES
Los Angeles, CA
AUM
$1.77B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-806-9800
KAISER PARTNER FINANCIAL ADVISORS LTD.
ZüRich, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
+41 44 752 51 52
CURATED WEALTH PARTNERS, LLC
El Segundo, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-356-0830
HBW ADVISORY SERVICES LLC
Simi Valley, CA
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
68 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800-473-3856
RICE HALL JAMES & ASSOCIATES LLC
San Diego, CA
AUM
$1.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
619-239-9005
AMITY VENTURES
San Francisco, CA
AUM
$1.74B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(415) 226-4119