MEKETA FIDUCIARY MANAGEMENT, LLC
Carlsbad, CA
AUM
$20.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760.795.3450
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
ARES CAPITAL MANAGEMENT II LLC
Los Angeles, CA
AUM
$19.64B
Wealth MgmtInstitutional
Team
597 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
ASPIRIANT, LLC
Los Angeles, CA
AUM
$18.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
105 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-806-4000
MERCURY ADVISORY, LLC
San Francisco, CA
AUM
$17.94B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
415-878-1068
PENSERRA CAPITAL MANAGEMENT LLC
Orinda, CA
AUM
$17.50B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-456-8850
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
ARISTOTLE INVESTMENT SERVICES, LLC
Newport Beach, CA
AUM
$16.50B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM
(949) 681-2100
STEPSTONE GROUP REAL ESTATE LP
La Jolla, CA
AUM
$16.36B
Wealth MgmtRetirementInstitutional
Team
79 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
FARTHER
San Francisco, CA
AUM
$16.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
PAAMCO PRISMA, LLC
Newport Beach, CA
AUM
$14.45B
Wealth MgmtRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-261-4900
OAKTREE FUND ADVISORS, LLC
Los Angeles, CA
AUM
$14.10B
Wealth Mgmt
Team
225 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-830-6300
MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$13.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
117 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
805-882-2360
CONCENTRIC
Walnut Creek, CA
AUM
$13.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM
888-265-2257
PINEGROVE VENTURE PARTNERS, LLC
Menlo Park, CA
AUM
$13.72B
Wealth MgmtInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-519-0540
PARTHENON CAPITAL PARTNERS
San Francisco, CA
AUM
$13.35B
Wealth MgmtInstitutional
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-913-3900
POST ADVISORY GROUP, LLC
Los Angeles, CA
AUM
$13.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-996-9600
MONTRUSCO BOLTON INVESTMENTS INC.
Montreal, Quebec, CA
AUM
$12.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-514-842-6464
INDEPENDENT FINANCIAL GROUP, LLC
San Diego, CA
AUM
$12.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
476 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
858-436-3180
EVERETT HARRIS & CO
Los Angeles, CA
AUM
$11.53B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
213-625-2677
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Oakland, CA
AUM
$11.35B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-317-5190
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
CAMDEN ASSET MANAGEMENT
Los Angeles, CA
AUM
$11.17B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-785-9755
NICOLA WEALTH MANAGEMENT LTD.
Vancouver, CA
AUM
$11.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
217 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
604-739-6450
GENERATION INVESTMENT MANAGEMENT US LLP
San Francisco, CA
AUM
$10.54B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415 619 3242