Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
SIERRA INVESTMENT PARTNERS, INC. 101 Ygnacio Vally Road,
Suite 300 Walnut Creek, CA 94596-4061 |
110954 |
$5,433,717,542 |
116 |
A percentage of AUM |
IM GLOBAL PARTNER FUND MANAGEMENT LLC 1676 N California Blvd Suite 500,
Suite 500 Walnut Creek, CA 94596 |
110005 |
$4,350,712,554 |
15 |
A percentage of AUM |
LITMAN GREGORY WEALTH MANAGEMENT, LLC 1676 N. California Blvd.,
Suite 500 Walnut Creek, CA 94596-4111 |
107611 |
$2,357,077,801 |
1748 |
A percentage of AUM, Fixed fees |
GEMMER ASSET MANAGEMENT LLC 1655 North Main St,
Suite 360 Walnut Creek, CA 94596 |
109034 |
$1,717,343,088 |
3094 |
A percentage of AUM |
THOMAS DOLL 165 Lennon Lane,
Suite 200 Walnut Creek, CA 94598 |
108052 |
$1,323,909,507 |
2495 |
A percentage of AUM, Hourly charges, Fixed fees |
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. Two Walnut Creek Center,
200 Pringle Avenue, Suite 555 Walnut Creek, CA 94596 |
107326 |
$637,341,378 |
1728 |
A percentage of AUM |
PARK, MILLER, LLC 2121 North California Blvd.,
Suite 290 Walnut Creek, CA 94596 |
146856 |
$256,727,784 |
196 |
A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
ARCHVEST WEALTH ADVISORS, INC. 2820 Shadelands Dr.,
Suite 130 Walnut Creek, CA 94598 |
172087 |
$250,000,000 |
310 |
A percentage of AUM, Hourly charges, Fixed fees |
PROZAN FINANCIAL SERVICES 1990 N California Blvd,
8th Floor Walnut Creek, CA 94596 |
136237 |
$184,153,445 |
221 |
A percentage of AUM, Hourly charges, Fixed fees |
INTEGRITY WEALTH PARTNERS, LLC 1320 Mt. Diablo Blvd.,
Suite 200 Walnut Creek, CA 94596 |
167314 |
$172,877,760 |
540 |
A percentage of AUM, Hourly charges, Fixed fees |
VISTA ADVISOR GROUP, LLC 2950 Buskirk Avenue,
Suite 350 Walnut Creek, CA 94597 |
307268 |
$171,163,105 |
473 |
A percentage of AUM, Hourly charges, Fixed fees |
CAPITAL MANAGEMENT ADVISOR GROUP, LLC 1283 Boulevard Way,
Walnut Creek, CA 94595 |
304617 |
$165,240,000 |
214 |
A percentage of AUM, Hourly charges, Fixed fees |
ECHO45 ADVISORS LLC 1801 N California Blvd,
Suite 101 Walnut Creek, CA 94596 |
307265 |
$163,218,036 |
425 |
A percentage of AUM |
CASILIO LEITCH INVESTMENTS 1990 N.California Blvd,
Suite 830 Walnut Creek, CA 94596 |
173152 |
$160,850,796 |
230 |
A percentage of AUM |
JCSD CAPITAL, LLC 1981 N. Broadway Blvd.,
Suite 270 Walnut Creek, CA 94596 |
163084 |
$146,970,764 |
2 |
A percentage of AUM, Performance Based |