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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
ASIA ALTERNATIVES MANAGEMENT LLC
San Francisco, CA
AUM
$13.24B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-723-8100
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
GUSTO INVESTMENT SERVICES, LLC
San Francisco, CA
AUM
$12.01B
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(888) 228-3491
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC
Beverly Hills, CA
AUM
$11.88B
Wealth Mgmt
Team
52 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-237-7594
PARADIGM OPERATIONS LP
San Francisco, CA
AUM
$11.87B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-830-5750
FTV CAPITAL
San Francisco, CA
AUM
$11.86B
Wealth Mgmt
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-229-3000
137 VENTURES MANAGEMENT, LLC
San Francisco, CA
AUM
$11.81B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-513-5222
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
VALUEACT CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$11.28B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-362-3700
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
GOLDEN GATE CAPITAL
San Francisco, CA
AUM
$11.16B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; INCENTIVE ALLOCATION
415 983 2700
PURE FINANCIAL ADVISORS, LLC
San Diego, CA
AUM
$11.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-876-7873
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
HGGC, LLC
Palo Alto, CA
AUM
$10.84B
Wealth Mgmt
Team
39 advisors
Clients
—
Fees
Percentage of AUM · CARRIED INTEREST +1 more
650-321-4910
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
SCGE MANAGEMENT, L.P.
Menlo Park, CA
AUM
$10.40B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-854-3927
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984
ALGERT GLOBAL LLC
San Francisco, CA
AUM
$10.20B
Wealth MgmtRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-675-7300