TOP TIER CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$7.27B
Wealth MgmtInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
415-835-7500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
GALVANIZE CLIMATE SOLUTIONS LLC
San Francisco, CA
AUM
$6.98B
Wealth MgmtInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-757-6600
SIGNATURE INVESTMENT ADVISORS, LLC
Los Angeles, CA
AUM
$6.76B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
888-349-3241
BIVIUM CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$6.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-825-0610
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$6.63B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
415-788-7553
OMNICAP GROUP LLC
El Segundo, CA
AUM
$6.51B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
310-318-3091
NWF ADVISORY SERVICES INC
Los Angeles, CA
AUM
$6.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
102 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-475-5854
BVF PARTNERS L.P.
San Francisco, CA
AUM
$6.11B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-525-8800
LM CAPITAL GROUP, LLC
San Diego, CA
AUM
$6.10B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
619-814-1401
SNYDER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$6.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-392-3900
KCM INVESTMENT ADVISORS
Greenbrae, CA
AUM
$6.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
415-461-7788
CAPITAL RESEARCH & CONSULTING LLC
Pasadena, CA
AUM
$5.99B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Fixed fees; ASSET BASED FEES
626-844-1440
WESTMOUNT PARTNERS, LLC
Los Angeles, CA
AUM
$5.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM
310-556-2502
INDEX FUND ADVISORS, INC.
Irvine, CA
AUM
$5.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
949-502-0050
DALTON INVESTMENTS, INC.
El Segundo, CA
AUM
$5.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4242319100
WEDBUSH SECURITIES INC.
Pasadena, CA
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
202 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
213-688-8000
METIS GLOBAL PARTNERS, LLC
San Diego, CA
AUM
$5.67B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
858-436-3030
DUNHAM
San Diego, CA
AUM
$5.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-964-0500
SIERRA INVESTMENT PARTNERS, INC.
Walnut Creek, CA
AUM
$5.50B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-941-6300
SILVER ROCK FINANCIAL LP
Los Angeles, CA
AUM
$5.38B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-371-9753
SOFINNOVA INVESTMENTS, INC.
Menlo Park, CA
AUM
$5.37B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-681-8420
ARENA CAPITAL ADVISORS
Los Angeles, CA
AUM
$5.33B
Wealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-806-6700
WHITE OAK GLOBAL ADVISORS, LLC
San Francisco, CA
AUM
$5.11B
Wealth MgmtInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-644-4100