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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

5,013 advisers found

Advisory firmLLCWebsite listed

IMPACT INVESTMENT ADVISER LLC

San Francisco, CA

AUM

$558.5M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GUIDANCE POINT ADVISORS, LLC

CA

AUM

$558.3M

Licensed in CA, ME, MA +5 states
CAMEMANYNCTX+2
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

TRINITY CAPITAL MANAGEMENT, LLC

Santa Barbara, CA

AUM

$556.8M

Licensed in AZ, CA, CO +5 states
AZCACOIDLAMI+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SARASIN ASSET MANAGEMENT LIMITED

London, CA

AUM

$555.0M

Licensed in CA, CO, NY +3 states
CACONYTXNHFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

ION PACIFIC, INC.

Venice, CA

AUM

$554.9M

Based in CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ASSET PLANNING, INC

Los Alamitos, CA

AUM

$553.5M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CREEKSIDE PARTNERS

Petaluma, CA

AUM

$553.4M

Licensed in CA, OR, TX
CAORTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

OMEGA FINANCIAL GROUP, LLC

Santa Barbara, CA

AUM

$552.4M

Licensed in CA, CO, NV +3 states
CACONVORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DEDORA CAPITAL, INC.

Napa, CA

AUM

$550.7M

Licensed in AZ, CA, CO +6 states
AZCACOLANVOR+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

CABLE CAR CAPITAL, LP

San Francisco, CA

AUM

$548.3M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CRUX WEALTH ADVISORS

Long Beach, CA

AUM

$547.7M

Licensed in AZ, CA, CO +10 states
AZCACOILLANV+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

11 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JET WEALTH ADVISORS

La Jolla, CA

AUM

$546.5M

Licensed in AZ, CA, CO +5 states
AZCACOILINMI+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

6 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SELBY WEALTH MANAGEMENT

Emeryville, CA

AUM

$544.8M

Licensed in CA, OR, TX
CAORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

SIERRA OCEAN, LLC

Ripon, CA

AUM

$544.6M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Danville, CA

AUM

$543.5M

Licensed in AZ, CA, NV +2 states
AZCANVNYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

APHIAS CAPITAL, L.P.

San Francisco, CA

AUM

$542.1M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AHOY CAPITAL

Palo Alto, CA

AUM

$540.3M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LK&A INVESTMENT COUNSEL

Pasadena, CA

AUM

$540.1M

Licensed in CA, CO, TX
CACOTX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Los Gatos, CA

AUM

$535.7M

Licensed in AZ, AR, CA +5 states
AZARCACOINWA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

TRIAGEN WEALTH MANAGEMENT LLC

Calabasas, CA

AUM

$535.2M

Licensed in AZ, CA, CO +9 states
AZCACOIDILNJ+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PASSPORT CAPITAL, LLC

San Francisco, CA

AUM

$532.4M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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