IMPACT INVESTMENT ADVISER LLC
San Francisco, CA
AUM
$558.5M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-981-1074
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$558.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-869-6653
TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-963-0500
SARASIN ASSET MANAGEMENT LIMITED
London, CA
AUM
$555.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+(44)(20)7038 7000
CREEKSIDE PARTNERS
Petaluma, CA
AUM
$553.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
OMEGA FINANCIAL GROUP, LLC
Santa Barbara, CA
AUM
$552.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-617-4363
DEDORA CAPITAL, INC.
Napa, CA
AUM
$550.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-253-0681
CABLE CAR CAPITAL, LP
San Francisco, CA
AUM
$548.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-857-1965
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SIERRA OCEAN, LLC
Ripon, CA
AUM
$544.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
209-232-7100
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Danville, CA
AUM
$543.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-837-8355
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
CERRO PACIFIC WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$531.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
805-457-3300
DLK INVESTMENT MANAGEMENT
Solana Beach, CA
AUM
$524.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858.433.3200
GROUNDED CAPITAL, LLC
Mill Valley, CA
AUM
$520.0M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-692-5760
PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$517.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-797-3007
SELDON CAPITAL LP
San Francisco, CA
AUM
$517.8M
Financial PlanningWealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
209-683-3109 #804
NESTYIELD ETFS
Downey, CA
AUM
$517.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
866-475-5050
CHELSEA MANAGEMENT COMPANY
Woodland Hills, CA
AUM
$517.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
213-362-9200
GIFFORD FONG ASSOCIATES
Lafayette, CA
AUM
$517.0M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-299-7800
GAVILAN INVESTMENT PARTNERS LLC
Burlingame, CA
AUM
$514.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-334-4990
DEW POINT CAPITAL
Los Angeles, CA
AUM
$513.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-258-2174
CYPRESS POINT INVESTMENT MANAGEMENT LP
Mill Valley, CA
AUM
$512.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-598-1040
IBN ASSET MANAGEMENT, LLC
Thousand Oaks, CA
AUM
$508.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
805-277-4738