BELVERON REAL ESTATE PARTNERS, LLC
San Francisco, CA
AUM
$1.27B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-273-6800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
INVICTUS GROWTH PARTNERS
San Mateo, CA
AUM
$1.26B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-886-9830
LEGATO CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.26B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-821-8585
AUM
$1.26B
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-670-9761
INSIGNIA CAPITAL GROUP, L.P.
Walnut Creek, CA
AUM
$1.25B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(925) 399-8900
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
OAKHURST ADVISORS
Los Angeles, CA
AUM
$1.25B
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-800-235-6517
SIVIA CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(415) 231-7490
CORBEL CAPITAL PARTNERS
Los Angeles, CA
AUM
$1.24B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
3102992509
ARLINGTON FINANCIAL ADVISORS, LLC
Santa Barbara, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 699-7300
KWB WEALTH
Redlands, CA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
909-307-8220
ARCHITECT CAPITAL CORP.
San Francisco, CA
AUM
$1.23B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-769-7630
COMPOSITION CAPITAL LP
Los Angeles, CA
AUM
$1.23B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Fixed fees; FEES SUBJECT TO CERTAIN THRESHOLDS. SEE ADV PART 2A, ITEM 5.
949-244-6836
RLH EQUITY PARTNERS
Los Angeles, CA
AUM
$1.22B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-405-7200
DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
WESPAC ADVISORS, LLC
Orinda, CA
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-287-5255
ANGELES EQUITY PARTNERS, LLC
Los Angeles, CA
AUM
$1.20B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 844-9200
URSA FUND MANAGEMENT LLC
Danville, CA
AUM
$1.20B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees
415-529-6040
CENTURA WEALTH ADVISORY
San Diego, CA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-771-9500
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
HACKMAN CAPITAL PARTNERS, LLC
Culver City, CA
AUM
$1.19B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-473-8900
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(330) 239-1776
THEPARTNERS WEALTH MANAGEMENT
Carmel By The Sea, CA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-324-3010
AUM
$1.18B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
925.253.1800