PCCP, LLC
Los Angeles, CA
AUM
$20.10B
Wealth Mgmt
Team
83 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
310-414-7870
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 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
ALPINE INVESTORS
San Francisco, CA
AUM
$18.91B
Wealth Mgmt
Team
73 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-392-9100
ALTIMETER CAPITAL MANAGEMENT, LP
Menlo Park, CA
AUM
$18.75B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-257-8355
GREENOAKS
San Francisco, CA
AUM
$18.27B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.942.5322
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
PATIENT SQUARE CAPITAL, LP
Menlo Park, CA
AUM
$17.51B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 677-8100
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
FREESTONE GROVE PARTNERS LP
San Francisco, CA
AUM
$16.48B
Wealth Mgmt
Team
105 advisors
Clients
—
Fees
Performance-based fees; PASS THROUGH REIMBURSEMENT
4159074100
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
DIVCO WEST REAL ESTATE SERVICES, LLC
San Francisco, CA
AUM
$16.30B
Wealth Mgmt
Team
67 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-284-5700
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
TSG CONSUMER PARTNERS LP
Larkspur, CA
AUM
$14.26B
Wealth Mgmt
Team
36 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-217-2300
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
MERITAGE GROUP LP
San Francisco, CA
AUM
$14.09B
Wealth Mgmt
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.399.5330
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
STG PARTNERS, LLC
Menlo Park, CA
AUM
$13.43B
Wealth Mgmt
Team
87 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-935-9500
ACORNS
Irvine, CA
AUM
$13.39B
Wealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Fixed fees
855-739-2859