BERKELEY PARTNERS MANAGEMENT, LLC
Oakland, CA
AUM
$3.06B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-295-8075
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CLARIVEST ASSET MANAGEMENT LLC
San Diego, CA
AUM
$3.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-480-2440
STRATEGIC GLOBAL ADVISORS, LLC
Newport Beach, CA
AUM
$3.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
949-706-2640
ASSET DEDICATION, LLC
San Francisco, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
866-535-0897
RAUB BROCK CAPITAL MANAGEMENT, LP
Larkspur, CA
AUM
$2.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-927-6990
FLEXPATH STRATEGIES
Aliso Viejo, CA
AUM
$2.91B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-418-6030
ELECTRIC CAPITAL PARTNERS, LLC
Palo Alto, CA
AUM
$2.88B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 420-5055
LM ADVISORS LLC
San Diego, CA
AUM
$2.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
619-814-1400
HOLLENCREST CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
949-737-7700
VERIS WEALTH PARTNERS, LLC
Oakland, CA
AUM
$2.86B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(415) 814-0580
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
MAIN MANAGEMENT ETF ADVISORS, LLC
San Francisco, CA
AUM
$2.82B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM
415-217-5800
ANGELES WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
310-393-6300
GIVERNY CAPITAL
Montreal, CA
AUM
$2.70B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
514-842-5589
GOBI CAPITAL LLC
Beverly Hills, CA
AUM
$2.69B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-288-7288
ANALYST PORTFOLIO MANAGEMENT LTD.
Tel Aviv, CA
AUM
$2.69B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
972-3-7147147
OSBORNE PARTNERS
San Francisco, CA
AUM
$2.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
415-362-5637
CHECCHI CAPITAL ADVISERS, LLC
Beverly Hills, CA
AUM
$2.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
310-432-0010
HOWARD CAPITAL MANAGEMENT GROUP, LLC
Los Angeles, CA
AUM
$2.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
310-473-9100
SSI INVESTMENT MANAGEMENT LLC
Los Angeles, CA
AUM
$2.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
310-595-2000
ROW ASSET MANAGEMENT, LLC
Newport Beach, CA
AUM
$2.55B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-478-8300
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
PERENNIAL FINANCIAL SERVICES
Los Angeles, CA
AUM
$2.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310-445-2504
URBAN INVESTMENT ADVISORS
Larkspur, CA
AUM
$2.45B
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-461-8600