PANTHEON
San Francisco, CA
AUM
$87.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-249-6200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CLEARLAKE CAPITAL GROUP, L.P.
Santa Monica, CA
AUM
$83.56B
Wealth MgmtInstitutional
Team
97 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-400-8800
TCW ASSET MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$81.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
145 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-244-0000
METROPOLITAN WEST ASSET MANAGEMENT LLC
Los Angeles, CA
AUM
$78.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
86 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-244-0000
CAUSEWAY CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$62.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-231-6100
IEQ CAPITAL, LLC
Foster City, CA
AUM
$56.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
193 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-581-9807
BEACON POINTE ADVISORS, LLC
Newport Beach, CA
AUM
$54.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
440 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
949-718-1600
FARALLON CAPITAL MANAGEMENT, L.L.C.
San Francisco, CA
AUM
$52.08B
Wealth MgmtInstitutional
Team
129 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-421-2132
CAPITAL INTERNATIONAL, INC.
Los Angeles, CA
AUM
$51.92B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-486-9200
CRESCENT CAPITAL GROUP LP
Los Angeles, CA
AUM
$49.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
117 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
CLIFFWATER LLC
Marina Del Rey, CA
AUM
$48.51B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
105 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
310-448-5000
WEALTHFRONT ADVISERS LLC
Palo Alto, CA
AUM
$47.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; REVENUE SHARE WITH AFFILIATE - BD
855-695-8437
PLATINUM EQUITY ADVISORS, LLC
Beverly Hills, CA
AUM
$47.72B
Wealth MgmtInstitutional
Team
181 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-712-1850
CANTERBURY CONSULTING INCORPORATED
Newport Beach, CA
AUM
$45.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
949-721-9580
CHANDLER ASSET MANAGEMENT INC
San Diego, CA
AUM
$45.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
858.546.3737
EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
ARISTOTLE CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$43.54B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-478-4005
POLAR ASSET MANAGEMENT PARTNERS INC.
Toronto, CA
AUM
$42.92B
Wealth MgmtInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-367-4364
PACIFIC LIFE FUND ADVISORS LLC
Newport Beach, CA
AUM
$42.81B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM
800.800.7646
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Los Angeles, CA
AUM
$42.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
96 advisors
Clients
—
Fees
Percentage of AUM
213-486-9200
LIDO
Los Angeles, CA
AUM
$42.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
CALLAN
San Francisco, CA
AUM
$41.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
164 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
415-974-5060
PARNASSUS INVESTMENTS, LLC
San Francisco, CA
AUM
$41.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
415-778-0200
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239