QUID CAPITAL GROUP HOLDINGS, LLC
Santa Monica, CA
AUM
$7.76B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
424-238-2927
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
STAMOS CAPITAL PARTNERS, L.P.
Menlo Park, CA
AUM
$7.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-233-5000
MCMORGAN & COMPANY LLC
San Francisco, CA
AUM
$7.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-788-9300
BAILARD, INC.
Foster City, CA
AUM
$7.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
650-571-5800
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$7.50B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
WESTCAP MANAGEMENT, LLC
San Francisco, CA
AUM
$7.44B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466454356
CENTAURUS FINANCIAL, INC.
Anaheim, CA
AUM
$7.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
375 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
714-456-1790
ANGELES INVESTMENT ADVISORS
Santa Monica, CA
AUM
$7.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-393-6300
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
BUTTERFLY EQUITY LP
Beverly Hills, CA
AUM
$7.08B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-409-4994
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
FRAZIER LIFE SCIENCES MANAGEMENT, LP
Palo Alto, CA
AUM
$6.97B
Wealth Mgmt
Team
47 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-325-5156
MEDLEY PARTNERS MANAGEMENT LLC
San Francisco, CA
AUM
$6.96B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-375-8790
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
SHAMROCK CAPITAL ADVISORS, LLC
Los Angeles, CA
AUM
$6.73B
Wealth Mgmt
Team
45 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-974-6600
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$6.63B
Wealth MgmtInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM
415-788-7553
TURN/RIVER MANAGEMENT, L.P.
San Francisco, CA
AUM
$6.59B
Wealth Mgmt
Team
87 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
415-858-0910
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
AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.
Los Angeles, CA
AUM
$6.20B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-551-0101
FAIRFIELD REALTY ADVISORS LLC
San Diego, CA
AUM
$6.20B
Wealth Mgmt
Team
149 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858 457 2123
DORSAL CAPITAL MANAGEMENT, LP
Redwood City, CA
AUM
$6.19B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-610-1400