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

5,013 advisers found

Corporate platformCorporationWebsite listed

GREYKASELL WEALTH STRATEGIES, INC.

Danville, CA

AUM

$443.2M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LIFESTEPS FINANCIAL

Claremont, CA

AUM

$442.7M

Licensed in AL, CA, TN +2 states
ALCATNMOTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIGURE INVESTMENT ADVISORS, LLC

San Francisco, CA

AUM

$442.2M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACK DIAMOND FINANCIAL, LLC

CA

AUM

$440.6M

Licensed in CA, GA, IL +7 states
CAGAILMDNVNJ+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AG ASSET ADVISORY, LLC

Los Angeles, CA

AUM

$440.5M

Licensed in CA, NY, TX
CANYTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OSTERWEIS CAPITAL MANAGEMENT

San Francisco, CA

AUM

$439.4M

Licensed in CA, NY, NH
CANYNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

14 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

SIMPLYRICH

CA

AUM

$438.9M

Licensed in CA, NY, OR, TX
CANYORTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLUEPRINT INVESTING LLC

San Francisco, CA

AUM

$436.3M

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

WESTEND CAPITAL MANAGEMENT, LLC.

Sausalito, CA

AUM

$436.2M

Licensed in CA, LA, NM +3 states
CALANMNYTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARMEL CAPITAL PARTNERS, LLC

San Diego, CA

AUM

$434.3M

Licensed in CA, IL, LA +4 states
CAILLAWATXNH+1
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • MONITORING FEES

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SESTANTE FAMILY OFFICE

Coronado, CA

AUM

$433.9M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BGV VC MANAGEMENT LLC

Menlo Park, CA

AUM

$433.0M

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
Advisory firmLLCWebsite listed

LIGHTSPEED FACTION

Palo Alto, CA

AUM

$432.6M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ENGAGED CAPITAL

Newport Beach, CA

AUM

$432.3M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TRICORD ADVISORS, INC.

Riverside, CA

AUM

$431.5M

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

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

FOREWORD CAPITAL, LP

San Francisco, CA

AUM

$431.5M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CAUSEY PUBLIC FINANCE

CA

AUM

$430.9M

Licensed in CA, CO, LA +5 states
CACOLAMTTNVI+2
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARROWROOT FAMILY OFFICE, LLC

Marina Del Rey, CA

AUM

$430.7M

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

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEGA Z ADVISORY LLC

CA

AUM

$428.4M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ABOUND FINANCIAL

Granite Bay, CA

AUM

$428.0M

Licensed in AZ, CA, ID +8 states
AZCAIDINLANV+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

BELAY INVESTMENT GROUP, LLC

Sherman Oaks, CA

AUM

$427.5M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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