GENTER CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$5.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; ONE TIME INITIAL SET-UP FEE OF $250
310-477-6543
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
FIRST FOUNDATION ADVISORS
Irvine, CA
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
949-476-0300
DESTINATION WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$4.95B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-935-2900
PRIVATE MANAGEMENT GROUP INC
Irvine, CA
AUM
$4.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
949-752-7500
360 ONE ASSET MANAGEMENT LIMITED
Mumbai,Maharashtra, CA
AUM
$4.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+91 022 4876 5600
CIDEL ASSET MANAGEMENT INC
Toronto, Ontario, CA
AUM
$4.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM
416-977-6767
MENLO EQUITIES
Menlo Park, CA
AUM
$4.69B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
650-326-9300
PANTHEON
London, CA
AUM
$4.62B
Wealth MgmtInstitutional
Team
78 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
44-203356-1800
GLOBEFLEX CAPITAL LP
San Diego, CA
AUM
$4.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
858-658-9060
HALSEYPOINT ASSET MANAGEMENT
El Segundo, CA
AUM
$4.51B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-220-6440
CLIFFORD SWAN INVESTMENT COUNSELORS
Pasadena, CA
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
626-792-2228
NEXT LEGACY MANAGEMENT, LLC
Portola Valley, CA
AUM
$4.41B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-324-5980
SAND HILL GLOBAL ADVISORS, LLC
Palo Alto, CA
AUM
$4.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
650-854-9150
SYON CAPITAL LLC
San Francisco, CA
AUM
$4.38B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-520-7966
EAST CAPITAL
Stockholm, CA
AUM
$4.28B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
+46 8 505 97 777
HENNESSY ADVISORS, INC.
Novato, CA
AUM
$4.25B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-899-1555
SCHARF INVESTMENTS, LLC
Los Gatos, CA
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
831-429-6513
HALBERT HARGROVE
Long Beach, CA
AUM
$4.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
562-435-5657
FLAHERTY & CRUMRINE INCORPORATED
Pasadena, CA
AUM
$4.15B
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-795-7300
STEELPEAK WEALTH, LLC
Woodland Hills, CA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(818) 835-8720
NORTH REEF CAPITAL MANAGEMENT LP
Laguna Beach, CA
AUM
$4.14B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-482-2121
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Santa Monica, CA
AUM
$4.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
310-399-6397
HANWHA ASSET MANAGEMENT (USA) LTD.
San Francisco, CA
AUM
$4.00B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 534-1190
IM GLOBAL PARTNER FUND MANAGEMENT LLC
El Segundo, CA
AUM
$3.97B
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
323-372-2266