CHEVIOT VALUE MANAGEMENT, LLC
Beverly Hills, CA
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-451-8600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
COTA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.17B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-689-5600
AUM
$1.17B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-355-5184
MANHATTAN WEST ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
310-341-4585
L & S ADVISORS, INC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
310-893-6060
AMELIORA WEALTH MANAGEMENT LTD.
Zurich, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+41 43 336 10 90
ELDRIDGE ACRE PARTNERS, LP
Los Angeles, CA
AUM
$1.16B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-814-6533
AFFINITY INVESTMENT ADVISORS, LLC
Newport Beach, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-660-6373
JACOBS & COMPANY, LLC
San Francisco, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-777-1617
ATLAS CAPITAL ADVISORS INC.
San Francisco, CA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
415-354-2400
CITYVIEW MANAGEMENT SERVICES, LLC
Los Angeles, CA
AUM
$1.15B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; ADVISER & AFFILIATES ENTITLED TO A PROFIT INTEREST FROM CLIENTS
310-566-8700
IGNITE PLANNERS LLC
San Clemente, CA
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
619-504-1907
SONEN CAPITAL LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-534-4444
YOSEMITE MANAGEMENT, LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-370-5830
CASTLE CREEK CAPITAL
San Diego, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-756-8300
SYMBIOTIC CAPITAL
Los Angeles, CA
AUM
$1.13B
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
424-313-1550
AUM
$1.13B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-804-0737
QVR ADVISORS
San Francisco, CA
AUM
$1.13B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-684-8343
CLG LLC
Long Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(310) 329-5150
VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-638-9600
FIDUCIARY FINANCIAL GROUP, LLC
San Rafael, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
415-352-1100
AUM
$1.12B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
424-421-6040
MAR VISTA INVESTMENT PARTNERS, LLC
Los Angeles, CA
AUM
$1.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
310-917-2800
KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
949-644-4444