Top 10 financial advisors in Larkspur, CA
We’ve curated a list of the best financial advisors in Larkspur, take a look at it below
Find an advisor in Larkspur| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $18,703,791,692 | 68 advisors | ||
| 2 | $3,590,955,427 | 56 advisors | ||
| 3 | $2,211,242,268 | 17 advisors | ||
| 4 | $2,101,312,000 | 15 advisors | ||
| 5 | $1,784,285,262 | 12 advisors | ||
| 6 | $1,648,440,292 | 27 advisors | ||
| 7 | $1,322,129,644 | 18 advisors | ||
| 8 | $787,293,774 | 11 advisors | ||
| 9 | $573,956,930 | 18 advisors | ||
| 10 | $536,550,173 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Larkspur, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larkspur. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Tsg Consumer Partners Lp
Tsg Consumer Partners Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $18,703,791,692 of assets under management and employs about 68 people. Tsg Consumer Partners Lp uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$18,703,791,692
Headcount
68 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-74089
Services offered
Portfolio Management For Pooled Investment Vehicles
Foresite Capital
Foresite Capital is a financial advisory firm based in Larkspur, California. It currently has approximately $3,590,955,427 of assets under management and employs about 56 people. Foresite Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,590,955,427
Headcount
56 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-80017
Services offered
Portfolio Management For Pooled Investment Vehicles
Seafarer Capital Partners, LLC
Seafarer Capital Partners, LLC is a financial advisory firm based in Larkspur, California. It currently has approximately $2,211,242,268 of assets under management and employs about 17 people. Seafarer Capital Partners, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,211,242,268
Headcount
17 advisors
Fee structure
A percentage of assets under your management
SEC number
801-72898
Services offered
Portfolio Management For Investment Companies
Bondbloxx
Bondbloxx is a financial advisory firm based in Larkspur, California. It currently has approximately $2,101,312,000 of assets under management and employs about 15 people. Bondbloxx uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,101,312,000
Headcount
15 advisors
Fee structure
A percentage of assets under your management
SEC number
801-122836
Services offered
Portfolio Management For Investment Companies
Tensile Capital Management Lp
Tensile Capital Management Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $1,784,285,262 of assets under management and employs about 12 people. Tensile Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,784,285,262
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-76835
Services offered
Portfolio Management For Pooled Investment Vehicles
Litman Gregory Wealth Management, LLC
Litman Gregory Wealth Management, LLC is a financial advisory firm based in Larkspur, California. It currently has approximately $1,648,440,292 of assets under management and employs about 27 people. Litman Gregory Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,648,440,292
Headcount
27 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-50916
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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American Pacific Group
American Pacific Group is a financial advisory firm based in Larkspur, California. It currently has approximately $1,322,129,644 of assets under management and employs about 18 people. American Pacific Group uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,322,129,644
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-118025
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
80 E Sir Francis Drake Boulevard,
Suite 2m,
Larkspur,
California,
94939 Fort Baker Capital Management Lp
Fort Baker Capital Management Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $787,293,774 of assets under management and employs about 11 people. Fort Baker Capital Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$787,293,774
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112796
Services offered
Portfolio Management For Pooled Investment Vehicles
Titus Wealth Management
Titus Wealth Management is a financial advisory firm based in Larkspur, California. It currently has approximately $573,956,930 of assets under management and employs about 18 people. Titus Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$573,956,930
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80628
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Raub Brock Capital Management, Lp
Raub Brock Capital Management, Lp is a financial advisory firm based in Larkspur, California. It currently has approximately $536,550,173 of assets under management and employs about 8 people. Raub Brock Capital Management, Lp uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$536,550,173
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-71732
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.