MIRADOR CAPITAL PARTNERS
Pleasanton, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
925-621-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
AIRE ADVISORS, LLC
Beverly Hills, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
310-277-2473
LATERAL INVESTMENT MANAGEMENT, LLC
Burlingame, CA
AUM
$1.00B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-396-2200
FIVESPAN PARTNERS, LP
San Francisco, CA
AUM
$1.00B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 318-7900
COHEN CAPITAL MANAGEMENT INC
Corte Madera, CA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; PROFIT INTEREST
(415) 927-8011
SYNTHETICFI LLC
San Francisco, CA
AUM
$992.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(628) 800-0898
AUM
$986.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-425-3000
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
AUM
$985.8M
Financial PlanningWealth MgmtRetirementInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
951-412-6283
ENCOMPASS MORE ASSET MANAGEMENT LLC
Danville, CA
AUM
$984.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
85 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
925-272-8850
NEW FORESTS INC.
San Francisco, CA
AUM
$981.9M
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-321-3300
AUM
$981.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-652-5776
BROADSHORE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$981.6M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
800-261-4481
VILLAGE GLOBAL MANAGEMENT, L.L.C.
Covina, CA
AUM
$978.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-653-7611
AUM
$977.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
214-234-9900
BALMORAL MANAGEMENT II L.P.
Los Angeles, CA
AUM
$974.4M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-473-3065
TDA INVESTMENT GROUP
San Mateo, CA
AUM
$969.3M
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-343-6333
FACTORIAL FUNDS MANAGEMENT LLC
San Francisco, CA
AUM
$967.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
209-265-8990
BISON CAPITAL ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$962.5M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 260-6572
PARTNERS FOR GROWTH
Tiburon, CA
AUM
$962.2M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-912-5894
CACHE ADVISORS LLC
San Francisco, CA
AUM
$962.1M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
2137881501
THE PACIFIC CENTER FOR FINANCIAL SERVICES
Danville, CA
AUM
$960.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 838-7700
FOCUS INVESTMENT ADVISORS, INC
Solana Beach, CA
AUM
$956.2M
Financial PlanningWealth MgmtRetirementInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
760-230-1880
TARBOX FAMILY OFFICE, INC.
Newport Beach, CA
AUM
$953.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-721-2330