Top 10 financial advisors in Sausalito, CA
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.
Aperio Group, LLC
Aperio Group, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $54,545,912,619 of assets under management and employs about 150 people. Aperio Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$54,545,912,619
Headcount
150 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-57184
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)
Main Street Research LLC
Main Street Research LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,816,608,726 of assets under management and employs about 21 people. Main Street Research LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,816,608,726
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-57739
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
Revelation Capital Management, LLC
Revelation Capital Management, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,568,065,733 of assets under management and employs about 9 people. Revelation Capital Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$1,568,065,733
Headcount
9 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-108090
Services offered
Portfolio Management For Pooled Investment Vehicles
Karp Capital Management Corporation
Karp Capital Management Corporation is a financial advisory firm based in Sausalito, California. It currently has approximately $993,781,743 of assets under management and employs about 20 people. Karp Capital Management Corporation uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$993,781,743
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-63195
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
Vert Asset Management LLC
Vert Asset Management LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $348,604,281 of assets under management and employs about 2 people. Vert Asset Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$348,604,281
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-110846
Services offered
Portfolio Management For Investment Companies
Educational Seminars/workshops
Verity Wealth Advisors, LLC
Verity Wealth Advisors, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $189,454,616 of assets under management and employs about 2 people. Verity Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$189,454,616
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62022
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
Westend Capital Management, Llc.
Westend Capital Management, Llc. is a financial advisory firm based in Sausalito, California. It currently has approximately $174,329,015 of assets under management and employs about 5 people. Westend Capital Management, Llc. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$174,329,015
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-61128
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Avondale Conquest, LLC
Avondale Conquest, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $45,000,000 of assets under management and employs about 2 people. Avondale Conquest, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$45,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-71622
Services offered
Portfolio Management For Pooled Investment Vehicles
Abunda Financial, LLC
Abunda Financial, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $11,955,418 of assets under management and employs about 2 people. Abunda Financial, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$11,955,418
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68963
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
Stafford Capital Management LLC
Stafford Capital Management LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $5,197,041 of assets under management and employs about 1 people. Stafford Capital Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$5,197,041
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-56846
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.