PLANMEMBER SECURITIES CORPORATION
Carpinteria, CA
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
425 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
805-684-1199
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
JERICHO CAPITAL ASSET MANAGEMENT L.P.
Los Angeles, CA
AUM
$10.11B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-946-7650
MAIN STREET ADVISORS
Santa Monica, CA
AUM
$9.65B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-778-2200
SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA
AUM
$9.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(415) 341-9300
FISHER LYNCH CAPITAL, LLC
Burlingame, CA
AUM
$9.52B
Wealth Mgmt
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
617-406-3124
COMPOSITION WEALTH, LLC
Los Angeles, CA
AUM
$9.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(310) 246-1243
GRYPHON ADVISORS, LLC
San Francisco, CA
AUM
$9.32B
Wealth Mgmt
Team
64 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-217-7400
SITUATIONAL AWARENESS LP
San Francisco, CA
AUM
$9.28B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 530-8524
INDUSTRY VENTURES
San Francisco, CA
AUM
$9.06B
Wealth MgmtInstitutional
Team
26 advisors
Clients
0
Fees
Percentage of AUM; PERFORMANCE-BASED PROFIT ALLOCATIONS
415-273-4201
ALPHACORE CAPITAL LLC
La Jolla, CA
AUM
$9.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
858-875-4100
MARLIN EQUITY PARTNERS
Hermosa Beach, CA
AUM
$9.02B
Wealth Mgmt
Team
53 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-364-0100
AXXCESS WEALTH MANAGEMENT, LLC
Carlsbad, CA
AUM
$8.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(858) 217-5347
ROBERTSON STEPHENS
San Francisco, CA
AUM
$8.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-500-6810
MESA WEST CAPITAL
Los Angeles, CA
AUM
$8.70B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-806-6300
CROSSPOINT CAPITAL PARTNERS, LP
Menlo Park, CA
AUM
$8.70B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-850-1740
ONE CAPITAL MANAGEMENT, LLC
Westlake Village, CA
AUM
$8.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
805.409.8150
AEQUIM ALTERNATIVE INVESTMENTS LP
Mill Valley, CA
AUM
$8.25B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-477-9077
IRONWOOD CAPITAL MANAGEMENT CORP
San Francisco, CA
AUM
$8.23B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM
(415) 777-2400
HUMAN INTEREST ADVISORS LLC
San Francisco, CA
AUM
$8.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(855) 622-7824
CONTEXT CAPITAL MANAGEMENT LLC
La Jolla, CA
AUM
$8.01B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
858-481-3666
CARMEL PARTNERS
San Francisco, CA
AUM
$7.98B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-273-2900
FPA REAL ESTATE ADVISERS GROUP, LLC
Irvine, CA
AUM
$7.97B
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Performance-based fees; PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
949-399-2500
ICG ADVISORS, LLC
Los Angeles, CA
AUM
$7.92B
Wealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-270-8900
WESTBRIDGE CAPITAL US ADVISORS, LP
San Mateo, CA
AUM
$7.86B
Wealth Mgmt
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
230-467-3000