RIVERWOOD CAPITAL MANAGEMENT L.P.
Menlo Park, CA
AUM
$6.17B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-618-7300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
FREEMAN SPOGLI
Los Angeles, CA
AUM
$6.16B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
310-444-1822
BVF PARTNERS L.P.
San Francisco, CA
AUM
$6.11B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-525-8800
LM CAPITAL GROUP, LLC
San Diego, CA
AUM
$6.10B
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
619-814-1401
VIVO CAPITAL, LLC
Palo Alto, CA
AUM
$6.10B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-688-0818
SNYDER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$6.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-392-3900
KCM INVESTMENT ADVISORS
Greenbrae, CA
AUM
$6.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
415-461-7788
CAPITAL RESEARCH & CONSULTING LLC
Pasadena, CA
AUM
$5.99B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Fixed fees; ASSET BASED FEES
626-844-1440
PARALLAX VOLATILITY ADVISERS, L.P.
San Francisco, CA
AUM
$5.98B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
415-445-6646
SEIDLER EQUITY PARTNERS
Marina Del Rey, CA
AUM
$5.94B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-683-4622
WESTMOUNT PARTNERS, LLC
Los Angeles, CA
AUM
$5.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM
310-556-2502
INDEX FUND ADVISORS, INC.
Irvine, CA
AUM
$5.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
949-502-0050
AUM
$5.85B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
305-206-8533
SABAL INVESTMENT ADVISORS, LLC
Irvine, CA
AUM
$5.83B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST PAYABLE TO THE GENERAL PARTNERS OF THE FUNDS
949-255-2699
DALTON INVESTMENTS, INC.
El Segundo, CA
AUM
$5.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4242319100
WEDBUSH SECURITIES INC.
Pasadena, CA
AUM
$5.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
202 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
213-688-8000
METIS GLOBAL PARTNERS, LLC
San Diego, CA
AUM
$5.67B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
858-436-3030
DUNHAM
San Diego, CA
AUM
$5.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-964-0500
SIERRA INVESTMENT PARTNERS, INC.
Walnut Creek, CA
AUM
$5.50B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-941-6300
ALTOS VENTURES MANAGEMENT, INC.
Burlingame, CA
AUM
$5.45B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-9771
QUIET CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$5.39B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-840-0555
SILVER ROCK FINANCIAL LP
Los Angeles, CA
AUM
$5.38B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-371-9753
SOFINNOVA INVESTMENTS, INC.
Menlo Park, CA
AUM
$5.37B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-681-8420
ARENA CAPITAL ADVISORS
Los Angeles, CA
AUM
$5.33B
Wealth MgmtRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-806-6700