PATHWAY CAPITAL MANAGEMENT, LP
Irvine, CA
AUM
$97.82B
Wealth MgmtRetirementInstitutional
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-622-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
ARES CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$97.62B
Wealth MgmtInstitutional
Team
411 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
WCM INVESTMENT MANAGEMENT
Laguna Beach, CA
AUM
$96.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-380-0200
STEPSTONE GROUP LP
La Jolla, CA
AUM
$95.63B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
193 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
ASSETMARK, INC.
Concord, CA
AUM
$91.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
269 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-664-5345
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
LEONARD GREEN & PARTNERS, L.P.
Los Angeles, CA
AUM
$85.60B
Wealth Mgmt
Team
57 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-954-0444
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
SEQUOIA CAPITAL OPERATIONS, LLC
Menlo Park, CA
AUM
$82.17B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
650-854-3927
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
ALAN BILLER AND ASSOCIATES
Menlo Park, CA
AUM
$65.07B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
650-328-7283
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
SB INVESTMENT ADVISERS (US) INC.
Menlo Park, CA
AUM
$60.92B
Wealth Mgmt
Team
111 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-562-8211
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
GENSTAR CAPITAL
San Francisco, CA
AUM
$51.26B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-834-2350
LIGHTSPEED VENTURE PARTNERS
Menlo Park, CA
AUM
$50.01B
Wealth Mgmt
Team
125 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-8300
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