KERA CAPITAL PARTNERS
San Jose, CA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-668-2201
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
CORNERSTONE CAPITAL, INC.
Palo Alto, CA
AUM
$1.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-566-9650
GALLANT CAPITAL PARTNERS LLC
Los Angeles, CA
AUM
$1.35B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-362-3301
FIN CAPITAL
San Francisco, CA
AUM
$1.35B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-300-0702
AUM
$1.35B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-630-7229
STRATEGY CAPITAL LLC
Los Altos, CA
AUM
$1.34B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-917-8700
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-838-1234
PERMIRA CREDIT LLC
San Francisco, CA
AUM
$1.34B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-407-9015
CYPRESS WEALTH SERVICES, LLC
Palm Desert, CA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 834-7250
AUM
$1.34B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-400-8600
AMERICAN PACIFIC GROUP
Larkspur, CA
AUM
$1.34B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-578-1600
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
(973) 525-4901
CHATTERTON & ASSOCIATES
Anaheim, CA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
714-572-2050
GGP MANAGEMENT, L.P.
Santa Monica, CA
AUM
$1.33B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-807-2943
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Fixed fees
603-237-1341
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
TRIPLEPOINT ADVISERS LLC
Menlo Park, CA
AUM
$1.31B
Wealth Mgmt
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-854-2090
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
FRAMEWORK VENTURES
San Francisco, CA
AUM
$1.28B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-659-3573
CAPITAL ADVANTAGE, INC.
Walnut Creek, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
925-299-1500
NORTH PIER FIDUCIARY MANAGEMENT, LLC
Marina Del Rey, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-403-7065
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
5083507150
PFM HEALTH SCIENCES, LP
San Francisco, CA
AUM
$1.27B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-281-1000