TEAM HEWINS, LLC
Foster City, CA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-620-3040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
TREE LINE CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$3.85B
Wealth MgmtInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-795-7575
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
CFT CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$3.75B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
3109808840
MERK INVESTMENTS LLC
Palo Alto, CA
AUM
$3.71B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-323-4341
MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
SEAFARER CAPITAL PARTNERS, LLC
Larkspur, CA
AUM
$3.38B
Wealth Mgmt
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(415) 578-9080
FIVE ARROWS MANAGERS NORTH AMERICA LLC
Manhattan Beach, CA
AUM
$3.37B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
213-621-3700
SUMMITRY, LLC
Foster City, CA
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
650-212-2240
DUCENTA SQUARED ASSET MANAGEMENT
El Segundo, CA
AUM
$3.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(213) 687-9170
FOCUSED INVESTORS LLC
Los Angeles, CA
AUM
$3.29B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
310-734-1200
MONOGRAPH WEALTH ADVISORS, LLC
Manhattan Beach, CA
AUM
$3.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
310-496-7377
COUNTERPOINT FUNDS
San Diego, CA
AUM
$3.24B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
858-771-4000
AMERICAN REALTY ADVISORS
Los Angeles, CA
AUM
$3.24B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
36 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
213-233-5700
NASSAU CORAMERICA LLC
El Segundo, CA
AUM
$3.22B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-606-8440
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
AUM
$3.19B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6465479080
TENNENBAUM CAPITAL PARTNERS, LLC
Santa Monica, CA
AUM
$3.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310 566 1000
EARNED WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$3.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
925.939.2500