SWEETWATER PRIVATE EQUITY
Encinitas, CA
AUM
$1.58B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
760-652-6353
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
VERCAP MANAGEMENT LLC
Los Angeles, CA
AUM
$1.58B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
469-564-4800
LIGHT STREET CAPITAL MANAGEMENT, LLC
Palo Alto, CA
AUM
$1.57B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-1640
INTELLECTUS PARTNERS, LLC
San Francisco, CA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
415-795-7830
GOODFINCH MANAGEMENT, LLC
San Francisco, CA
AUM
$1.56B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-570-7177
HERCULES ADVISER LLC
San Mateo, CA
AUM
$1.56B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-289-3060
BURTON ENRIGHT WELCH
Walnut Creek, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 932-8010
REGATTA CAPITAL GROUP, LLC
El Segundo, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
310-725-9102
DEFILADE CAPITAL MANAGEMENT, L.P.
Emeryville, CA
AUM
$1.55B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415 849 9478
ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(916) 652-1525
PENCE CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$1.54B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
949-660-8777
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552
TAMAR SECURITIES, LLC
Woodland Hills, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
818-914-7460
ROBINHOOD ASSET MANAGEMENT
Menlo Park, CA
AUM
$1.52B
Wealth Mgmt
Team
138 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEE
650-940-2700 EXT 31450
GLYNN CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$1.52B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-2215
CAPROCK PARTNERS MANAGEMENT, INC.
Newport Beach, CA
AUM
$1.52B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-342-8000
COMPAK ASSET MANAGEMENT
Newport Beach, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 388-9700
RBC SECURITIES, INC.
Los Angeles, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
124 advisors
Clients
101-250
Fees
Percentage of AUM; MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES
310-888-6400
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC
Beverly Hills, CA
AUM
$1.50B
Wealth Mgmt
Team
52 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-237-7594
CAPITAL PLANNING ADVISORS LLC
Roseville, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-286-7650
CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED
Mumbai, Maharashtra, CA
AUM
$1.50B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
+919892038960
SALEM PARTNERS WEALTH MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
310-806-4200
THE INFORMED MOMENTUM COMPANY LLC
Solana Beach, CA
AUM
$1.49B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
760-479-5080
YUCAIPA MASTER MANAGER, LLC
Los Angeles, CA
AUM
$1.49B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-228-2894