% of assets managed in San Francisco, CA
136 advisers in San Francisco offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 136
Abra Capital Management, LPSEC registeredNo commissions reportedAkram M. Omari, CPAState registeredNo commissions reportedAlpha Private Wealth Advisors LLCState registeredNo commissions reportedAlvarado Management CompanyState registeredNo commissions reportedAmara Financial, LLCSEC registeredNo commissions reportedAmoretti Capital ManagementState registeredNo commissions reportedAsset Dedication, LLCSEC registeredNo commissions reportedAtlas Capital Advisors INC.SEC registeredNo commissions reportedBaker Street Advisors, LLCSEC registeredNo commissions reportedBakeravenueSEC registeredNo commissions reported
Baseline Investments, LLCState registeredNo commissions reportedBbn Management, LLCState registeredNo commissions reportedBenningfield Financial Advisors, LLCSEC registeredNo commissions reportedBerkeley Investment AdvisorsState registeredNo commissions reportedBingham Private Wealth, LLCSEC registeredNo commissions reportedBlack Hill Capital Partners, LLCSEC registeredNo commissions reportedBlueprint Investing LLCSEC registeredNo commissions reportedBpm Wealth Advisors, LLCSEC registeredNo commissions reportedBridgelane FinancialState registeredNo commissions reportedBrio Financial GroupSEC registeredNo commissions reportedBunkerSEC registeredNo commissions reportedCable Car Capital, LPSEC registeredNo commissions reportedCamelotta AdvisorsSEC registeredNo commissions reportedCaritas Investment Advisors LLCState registeredNo commissions reportedCatton Capital Partners, LLCState registeredNo commissions reportedCharles Schwab Investment Management, INCSEC registeredNo commissions reportedChequers Financial Management LLCSEC registeredNo commissions reportedChrome AdvisorsSEC registeredNo commissions reportedCitrine CapitalSEC registeredNo commissions reportedCompass Rose Advisors, INC.State registeredNo commissions reportedCrcm L.P.SEC registeredNo commissions reportedDedicated Capital Advisors, LLCSEC registeredNo commissions reportedDelta Investment Management, LLCSEC registeredNo commissions reportedDodge & CoxSEC registeredNo commissions reportedDogpatch WealthState registeredNo commissions reportedDouble Bay Management & PlanningSEC registeredNo commissions reportedDunhill & Company, LLCState registeredNo commissions reportedElevate Capital Management, L.L.C.State registeredNo commissions reportedFairlight AdvisorsSEC registeredNo commissions reportedFartherSEC registeredNo commissions reportedFarther Asset Management, LLCSEC registeredNo commissions reportedFidereState registeredNo commissions reportedFinancial ZenSEC registeredNo commissions reportedFinnSEC registeredNo commissions reportedFire Capital Management, LLCSEC registeredNo commissions reportedFort Point Capital Partners LLCSEC registeredNo commissions reportedFrecSEC registeredNo commissions reportedGarhwal, Chan & Williams INC.SEC registeredNo commissions reportedGarrison Point Capital, LLCSEC registeredNo commissions reportedGreen Ocean Global Advisors LLCSEC registeredNo commissions reportedGreenwood Wealth Management, LLCState registeredNo commissions reportedHanke & Apolonio Wealth Advisors LLCSEC registeredNo commissions reportedHawk Advisory LLCState registeredNo commissions reportedHeron FinanceSEC registeredNo commissions reportedHinde Group LLCState registeredNo commissions reportedHuman Interest Advisors LLCSEC registeredNo commissions reportedIconiq Capital, LLCSEC registeredNo commissions reportedInflection Capital Management, LLCSEC registeredNo commissions reportedIntellectus Partners, LLCSEC registeredNo commissions reportedJackson Square Capital, LLCSEC registeredNo commissions reportedJacobs & Company, LLCSEC registeredNo commissions reportedJanuary Capital Advisors LLCSEC registeredNo commissions reportedJordan Park Group LLCSEC registeredNo commissions reportedJust FuturesSEC registeredNo commissions reportedKb Financial Advisors LLCSEC registeredNo commissions reportedLavelle CapitalSEC registeredNo commissions reportedLee, KimunState registeredNo commissions reportedMain Management, LLCSEC registeredNo commissions reportedManey WealthState registeredNo commissions reportedMcMorgan & Company LLCSEC registeredNo commissions reportedMercury Advisory, LLCSEC registeredNo commissions reportedMidas Capital ManagementState registeredNo commissions reportedMission Creek Capital Partners, INC.SEC registeredNo commissions reportedMoment Partners, LLCSEC registeredNo commissions reportedMonetary Management CorporationState registeredNo commissions reportedMonroe Wealth Management LLCState registeredNo commissions reportedMontcalm Tcr LLCSEC registeredNo commissions reportedNwk GroupSEC registeredNo commissions reportedOctavewealthSEC registeredNo commissions reportedOne Wealth Advisors, LLCSEC registeredNo commissions reportedOptimo CapitalState registeredNo commissions reportedOsborne PartnersSEC registeredNo commissions reportedOsterweis Capital ManagementSEC registeredNo commissions reportedOsterweis Capital ManagementSEC registeredNo commissions reportedParallel Advisors, LLCSEC registeredNo commissions reportedParnassus Investments, LLCSEC registeredNo commissions reportedPerigon Wealth Management, LLCSEC registeredNo commissions reportedPier 88 Investment Partners, LLCSEC registeredNo commissions reportedPillar6 Advisors, LLCState registeredNo commissions reportedPoint Olema Capital Partners, L.P.SEC registeredNo commissions reportedProspettiva FinancialSEC registeredNo commissions reportedQst Capital LLCState registeredNo commissions reportedRamsdell Capital Management, LLCState registeredNo commissions reportedRapport Financial, LLCState registeredNo commissions reportedRegis Metro Associates, INC.SEC registeredNo commissions reportedResolute Partners GroupSEC registeredNo commissions reportedRhs Financial, LLCSEC registeredNo commissions reportedRobertson StephensSEC registeredNo commissions reportedRoof Eidam Maycock Peralta LLCSEC registeredNo commissions reportedRosenblum Silverman Sutton Sf INCSEC registeredNo commissions reportedSas Financial Advisors, LLC.SEC registeredNo commissions reportedSaxon Securities LLCSEC registeredNo commissions reportedSeldon Capital LPSEC registeredNo commissions reportedSentry Advisors, LLCSEC registeredNo commissions reportedSeven Post Investment Office LPSEC registeredNo commissions reportedSidepocket IncorporatedSEC registeredNo commissions reportedSigfig Wealth Management LLCSEC registeredNo commissions reportedSkba Capital Management, LLCSEC registeredNo commissions reportedSkylark Wealth, LLCState registeredNo commissions reportedSnyder Capital Management LPSEC registeredNo commissions reportedSofi Wealth LLCSEC registeredNo commissions reportedSonen Capital LLCSEC registeredNo commissions reportedSterling FuturesState registeredNo commissions reportedStrategic Wealth CapitalSEC registeredNo commissions reportedStrong Bridge Advisors LLCState registeredNo commissions reportedSyntheticfi LLCSEC registeredNo commissions reportedSyon Capital LLCSEC registeredNo commissions reportedTdirection Asset ManagementState registeredNo commissions reportedTepper Capital ManagementState registeredNo commissions reportedThe Advisory Group of San Francisco, LLCSEC registeredNo commissions reportedTl-B Capital ManagementState registeredNo commissions reportedTrinity Alps CapitalSEC registeredNo commissions reportedTrue Link Financial AdvisorsSEC registeredNo commissions reportedUnion Square Global Wealth ManagementSEC registeredNo commissions reportedUS Capital Global Wealth Management, LLCState registeredNo commissions reportedVan Strum & Towne INCSEC registeredNo commissions reportedVelmark Capital Management LLCState registeredNo commissions reportedVerita Strategic Wealth Partners, LLCSEC registeredNo commissions reportedVernal Point Advisors, LLCSEC registeredNo commissions reportedVictorwealth, LLCState registeredNo commissions reportedVios Asset Management LLCState registeredNo commissions reportedVision Capital Investment Management, INC.State registeredNo commissions reportedWe Financial GroupSEC registeredNo commissions reportedWealth Script AdvisorsSEC registeredNo commissions reportedWealthboost Advisors, LLCState registeredNo commissions reportedWellington Capital Advisors, LLCState registeredNo commissions reported