LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
510-903-5489
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
HOUSATONIC PARTNERS
San Francisco, CA
AUM
$1.71B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST ALLOCATIONS
(415) 955-9020
AMERICAN INFRASTRUCTURE
Foster City, CA
AUM
$1.70B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-6000
KBS CAPITAL ADVISORS, LLC
Newport Beach, CA
AUM
$1.70B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-417-6500
AUM
$1.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-955-6734
TRANSOM CAPITAL GROUP
El Segundo, CA
AUM
$1.68B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 832-7299
WEATHERLY ASSET MANAGEMENT
Del Mar, CA
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
858-259-4507
FOUNDERS CIRCLE CAPITAL, LLC
Campbell, CA
AUM
$1.67B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-299-8311
PHILOSOPHY CAPITAL MANAGEMENT LLC
Alamo, CA
AUM
$1.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-433-2010
DORCHESTER CAPITAL ADVISORS, LLC
Los Angeles, CA
AUM
$1.65B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-402-5090
PARK PRESIDIO CAPITAL LLC
San Francisco, CA
AUM
$1.65B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-490-2520
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
ERA PARTNERS LLC
San Francisco, CA
AUM
$1.65B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-463-3965
CORDILLERA INVESTMENT PARTNERS, L.P.
San Francisco, CA
AUM
$1.64B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.738.7944
PROVENIO CAPITAL
Newport Beach, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(949) 301-9060
TELOS CAPITAL MANAGEMENT, INC.
San Diego, CA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(858) 271-6350
PASADENA PRIVATE WEALTH, LLC
Pasadena, CA
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
626-993-9300
UNISON INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$1.61B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 992-4200
BUCHANAN STREET PARTNERS, L.P.
Newport Beach, CA
AUM
$1.61B
Wealth MgmtInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-721-1414
TANAGER WEALTH MANAGEMENT
London, CA
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
020 3965 6330
LONE VIEW CAPITAL
Los Angeles, CA
AUM
$1.59B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-424-4660
SENTINEL DOME PARTNERS, LLC
Burlingame, CA
AUM
$1.59B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-636-9250
SUNSTONE PARTNERS
San Mateo, CA
AUM
$1.59B
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-650-289-4400
HOMESTEAD CAPITAL USA, LLC
San Francisco, CA
AUM
$1.58B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-369-9952