FRANCISCO PARTNERS
San Francisco, CA
AUM
$47.05B
Wealth Mgmt
Team
93 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 418-2900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
CANTERBURY CONSULTING INCORPORATED
Newport Beach, CA
AUM
$45.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
949-721-9580
CHANDLER ASSET MANAGEMENT INC
San Diego, CA
AUM
$45.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
858.546.3737
EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
ARISTOTLE CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$43.54B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-478-4005
POLAR ASSET MANAGEMENT PARTNERS INC.
Toronto, CA
AUM
$42.92B
Wealth MgmtInstitutional
Team
61 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-367-4364
PACIFIC LIFE FUND ADVISORS LLC
Newport Beach, CA
AUM
$42.81B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM
800.800.7646
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Los Angeles, CA
AUM
$42.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
96 advisors
Clients
—
Fees
Percentage of AUM
213-486-9200
LIDO
Los Angeles, CA
AUM
$42.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
CALLAN
San Francisco, CA
AUM
$41.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
164 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
415-974-5060
PARNASSUS INVESTMENTS, LLC
San Francisco, CA
AUM
$41.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
415-778-0200
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239
LOS ANGELES CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$40.58B
Wealth MgmtRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-479-9998
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$39.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
310-556-2721
TCW INVESTMENT MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$38.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
WEALTHSPIRE RETIREMENT ADVISORY
Aliso Viejo, CA
AUM
$38.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
139 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
949.460.9898
ACCEL MANAGEMENT CO. L.L.C
Palo Alto, CA
AUM
$38.03B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-614-4800
SAGEVIEW ADVISORY GROUP, LLC
Newport Beach, CA
AUM
$37.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
112 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-814-8742
DRAGONEER INVESTMENT GROUP, LLC
San Francisco, CA
AUM
$37.04B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-539-3105
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$36.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
213-430-1000
WOODLINE PARTNERS LP
San Francisco, CA
AUM
$36.66B
Wealth Mgmt
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4550
NEW ENTERPRISE ASSOCIATES
Menlo Park, CA
AUM
$35.58B
Wealth Mgmt
Team
51 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(650) 854-9499
ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
STEPSTONE GROUP REAL ASSETS LP
La Jolla, CA
AUM
$33.10B
Wealth MgmtRetirementInstitutional
Team
75 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700