Top 10 advisors in Sausalito
We’ve curated a list of the best financial advisors in Sausalito, take a look at it below
Find an advisor in Sausalito| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $54,545,912,619 | 150 advisors | ||
| 2 | $1,816,608,726 | 21 advisors | ||
| 3 | $1,568,065,733 | 9 advisors | ||
| 4 | $993,781,743 | 20 advisors | ||
| 5 | $348,604,281 | 2 advisors | ||
| 6 | $189,454,616 | 2 advisors | ||
| 7 | $174,329,015 | 5 advisors | ||
| 8 | $45,000,000 | 2 advisors | ||
| 9 | $11,955,418 | 2 advisors | ||
| 10 | $5,197,041 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Sausalito, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sausalito. 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.
1. Aperio Group, LLC
Assets under management
$54,545,912,619
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Main Street Research LLC
Assets under management
$1,816,608,726
Fee structure
A percentage of assets under your management
Performance-based fees
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)
Educational Seminars/workshops
Consulting
3. Revelation Capital Management, LLC
Assets under management
$1,568,065,733
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Karp Capital Management Corporation
Assets under management
$993,781,743
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
5. Vert Asset Management LLC
Assets under management
$348,604,281
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Educational Seminars/workshops
6. Verity Wealth Advisors, LLC
Assets under management
$189,454,616
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Westend Capital Management, Llc.
Assets under management
$174,329,015
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
8. Avondale Conquest, LLC
Assets under management
$45,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Abunda Financial, LLC
Assets under management
$11,955,418
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Stafford Capital Management LLC
Assets under management
$5,197,041
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.