Vault-13

Managers in Richmond, CA

United States · 1,062 asset managers within 25 km (1 in Richmond itself) · 280 wealth managers, banks and others

RichmondSouth San FranciscoSausalitoOaklandLarkspurPalo AltoRedwood CityPortola ValleySan MateoWalnut Creek
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: San Francisco, CA 887 · San Mateo, CA 75 · Walnut Creek, CA 40 · Burlingame, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · Oakland, CA 25 · San Rafael, CA 16 · Sausalito, CA 14 · Orinda, CA 13 · Berkeley, CA 11 · Belvedere Tiburon, CA 9

Asset managers in and around Richmond

#Manager People here Assets Visa salary
601 WELLS FARGO & COMPANY/MN wealth · San Francisco WELLS FARGO & COMPANY/MN, Wells Fargo Central Pacific Holdings, Inc. · 8 related pages $671.4bn · visa salary $173,300 based here $671.4bn $173,3003 filings
602 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · San Francisco RBC CAPITAL MARKETS, LLC, RBC Rochdale, LLC · 23 related pages $590.8bn · visa salary $175,000 2 offices $590.8bn $175,0008 filings
603 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · San Francisco BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
604 CITIGROUP INC private equity, real estate, wealth · San Francisco Citigroup Global Markets Inc. · 13 related pages $215.3bn · visa salary $175,000 office $215.3bn $175,0006 filings
605 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · San Francisco STIFEL NICOLAUS & CO INC \MO\, 1919 Investment Counsel, LLC, Washington Crossing Advisers LLC · 8 related pages $197.5bn 2 offices $197.5bn
606 Canadian Imperial Bank of Commerce wealth, bank or insurer · San Francisco CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
607 PERPETUAL LIMITED public funds (AU), private equity, mutual funds, FCA fund manager and 1 more · San Francisco TRILLIUM ASSET MANAGEMENT, LLC · 3 related pages $59.0bn office $59.0bn
608 FIRST MANHATTAN CO. LLC. hedge funds, private equity, wealth · San Francisco FIRST MANHATTAN CO. LLC · 2 related pages $39.2bn office $39.2bn
609 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · San Francisco OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
610 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · San Francisco TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
611 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Francisco Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
612 FTV Management Company, L.P. venture · San Francisco FTV CAPITAL, FTV Management Company, L.P. $11.9bn office $11.9bn
613 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · San Francisco TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
614 WestCap Management, LLC private equity · San Francisco $7.4bn office $7.4bn
615 PACIFIC HEIGHTS ASSET MANAGEMENT, LLC mutual funds · San Francisco $7.3bn office $7.3bn
616 Global Retirement Partners, LLC asset owner · San Rafael $6.5bn based here $6.5bn
617 ValueAct Holdings, L.P. San Francisco $5.6bn based here $5.6bn
618 REGENTS OF THE UNIVERSITY OF CALIFORNIA asset owner · Oakland $4.4bn based here $4.4bn
619 Davis Asset Management, L.P. Sausalito $3.9bn based here $3.9bn
620 Founders Fund Growth II Management, LP San Francisco $3.9bn based here $3.9bn
621 Pacific Heights Asset Management LLC San Francisco $3.2bn based here $3.2bn
622 H&F Corporate Investors X, Ltd. San Francisco $2.8bn based here $2.8bn
623 TITLEIST ASSET MANAGEMENT, LLC wealth · San Francisco TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
624 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · San Francisco FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
625 Hilltop Holdings Inc. wealth, bank or insurer · San Francisco HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
626 EMPROS CAPITAL LLC private equity · San Francisco $2.3bn office $2.3bn
627 Tao Capital Management LP San Francisco $1.9bn based here $1.9bn
628 True Link Financial Advisors, LLC San Francisco $1.7bn based here $1.7bn
629 Asset Dedication, LLC San Francisco $1.6bn based here $1.6bn
630 Litman Gregory Wealth Management LLC Larkspur $1.4bn based here $1.4bn
631 Polaris Wealth Advisory Group, LLC San Rafael $1.3bn based here $1.3bn
632 Ashfield Capital Partners, LLC San Francisco $1.2bn based here $1.2bn
633 Ensemble Capital Management, LLC San Francisco $1.2bn based here $1.2bn
634 SCP Investment, LP hedge funds, futures · Orinda $1.2bn based here $1.2bn
635 Private Ocean, LLC San Rafael $1.1bn based here $1.1bn
636 Triple Frond Partners LLC San Francisco $1.1bn based here $1.1bn
637 FIDUCIARY FINANCIAL GROUP, LLC San Rafael $882.4m based here $882.4m
638 TRAN CAPITAL MANAGEMENT, L.P. San Rafael $868.7m based here $868.7m
639 Abbrea Capital, LLC Greenbrae $755.3m based here $755.3m
640 GENERATE CAPITAL ADVISORS, PB LLC private equity · San Francisco $737.2m office $737.2m
641 Stonebridge Financial Group, LLC/CA San Rafael $722.2m based here $722.2m
642 STEWART & PATTEN CO LLC Lafayette $668.9m based here $668.9m
643 ASK CAPITAL MANAGEMENT, LLC San Francisco $649.2m based here $649.2m
644 BTR CAPITAL MANAGEMENT INC Oakland $640.6m based here $640.6m
645 Peninsula Wealth, LLC San Francisco $586.7m based here $586.7m
646 HUTCHINSON CAPITAL MANAGEMENT/CA San Rafael $583.7m based here $583.7m
647 FPR PARTNERS LLC San Francisco $578.6m based here $578.6m
648 Mission Creek Capital Partners, Inc. San Francisco $568.9m based here $568.9m
649 venBio Partners LLC venture, futures · San Francisco $519.4m office $519.4m
650 Gifford Fong Associates Lafayette $501.4m based here $501.4m

1,062 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.