CRESCENT COVE ADVISORS, LP
San Francisco, CA
AUM
$1.11B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-800-2289
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
CRESCENT CAP NT ADVISORS, LLC
Los Angeles, CA
AUM
$1.11B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
FINANCIAL ADVISORS NETWORK, INC.
Tustin, CA
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-597-6510
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
Palo Alto, CA
AUM
$1.10B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-303-6964
NEXA EQUITY LLC
San Francisco, CA
AUM
$1.10B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-295-4636
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-837-3580
CS CAPITAL MANAGEMENT INC
El Segundo, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-988-7300
LFA
Lugano - Ticino, CA
AUM
$1.09B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41919212533
MESON QUANTITATIVE MANAGEMENT LLC
San Francisco, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
415-322-0486
WESCAP GROUP
Glendale, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
818-563-5170
RIOT VENTURES MANAGEMENT, LLC
Venice, CA
AUM
$1.09B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 243-6433
CW INVESTMENT ADVISERS, LLC
Los Angeles, CA
AUM
$1.08B
Wealth MgmtInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
626-788-2305
5AM VENTURES
San Francisco, CA
AUM
$1.08B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-993-8570
BASELINE WEALTH MANAGEMENT LTD.
Geneva, CA
AUM
$1.08B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+41 58 105 76 20
CORVUS WEALTH ADVISORS LLC
Templeton, CA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-434-2608
CIM CAPITAL IC MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.08B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
323-860-4900
GREENLAKE ASSET MANAGEMENT LLC
South Pasadena, CA
AUM
$1.08B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-529-1080
FORT BAKER CAPITAL MANAGEMENT LP
Larkspur, CA
AUM
$1.07B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-306-5508
SPINNAKER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(949) 396-6700
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
TRINITY ALPS CAPITAL
San Francisco, CA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-740-5841
ALMITAS CAPITAL LLC
Santa Monica, CA
AUM
$1.07B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-573-4343
CALTIUS CAPITAL MANAGEMENT, LP
Los Angeles, CA
AUM
$1.06B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 996-9585
INSIGHT WEALTH STRATEGIES, LLC
San Ramon, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-659-8020