Managers in Concord, CA

United States · 93 asset managers within 25 km (4 in Concord itself) · 138 wealth managers, banks and others

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 · Walnut Creek, 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 · Pleasanton, CA 10 · Belvedere Tiburon, CA 9 · South San Francisco, CA 9

Asset managers in and around Concord

#	Manager	People here	Assets	Visa salary
51	STELVIO PRIVATE WEALTH Walnut Creek	1
52	USI SECURITIES, INC. Concord	1
53	WELLS FARGO & COMPANY/MN wealth · Walnut Creek WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn	office	$671.4bn
54	Pathstone Holdings, LLC wealth · Walnut Creek ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn	office	$34.3bn
55	NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn	office	$2.9bn
56	SCP Investment, LP hedge funds, futures · Orinda $1.2bn	based here	$1.2bn
57	STEWART & PATTEN CO LLC Lafayette $668.9m	based here	$668.9m
58	Gifford Fong Associates Lafayette $501.4m	based here	$501.4m
59	Bedell Frazier Investment Counselling, LLC Walnut Creek $495.0m	based here	$495.0m
60	Parkside Advisors LLC Berkeley $455.1m	based here	$455.1m
61	CONCENTRIC WEALTH MANAGEMENT, LLC Lafayette $410.0m	based here	$410.0m
62	ELEVATION WEALTH PARTNERS, LLC Walnut Creek $333.8m	based here	$333.8m
63	Prosperity Financial Group, Inc. Moraga $322.6m	based here	$322.6m
64	GKV Capital Management Co., Inc. Walnut Creek $309.9m	based here	$309.9m
65	Goldstein Munger & Associates Moraga $303.5m	based here	$303.5m
66	Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m	based here	$291.0m
67	Blue Investment Partners LLC Alamo $285.1m	based here	$285.1m
68	Greykasell Wealth Strategies, Inc. Danville $275.5m	based here	$275.5m
69	PURSUE WEALTH PARTNERS LLC Alamo $178.6m	based here	$178.6m
70	PRING TURNER CAPITAL GROUP INC Alamo $174.6m	based here	$174.6m
71	Athena Investment Management Orinda $168.7m	based here	$168.7m
72	Clayton Partners LLC Berkeley $152.2m	based here	$152.2m
73	Fullerton Advisors, LLC Danville $106.9m	based here	$106.9m
74	LFS ASSET MANAGEMENT Moraga $99.1m	based here	$99.1m
75	Garrison Point Capital, LLC Walnut Creek $6.8m	based here	$6.8m
76	USCF Advisers LLC Walnut Creek $99.9k	based here	$99.9k
77	CHARLES SCHWAB & CO., INC. Walnut Creek CHARLES SCHWAB & CO., INC. · 2 related pages	office
78	500 GLOBAL venture · Pleasant Hill	office
79	500 KIMCHI MANAGEMENT COMPANY LLC venture · Pleasant Hill	office
80	ALDER VALE hedge funds, futures · Walnut Creek	office
81	AssetMark Financial Holdings, Inc. Concord · visa salary $172,850	based here		$172,8508 filings
82	BASE VENTURE MANAGEMENT, INC. venture · Berkeley	office
83	BEE PARTNERS MANAGEMENT COMPANY, LLC venture · Lafayette	office
84	BERKELEY SKYDECK FUND I GP, LLC venture · Berkeley	office
85	BSF II GP, LLC venture · Berkeley	office
86	BSF III GP, LLC venture · Berkeley	office
87	CONDUIT CP INVESTMENT I LLC venture · Alamo	office
88	ENERGY INNOVATION CAPITAL MANAGEMENT, LLC venture · Orinda	office
89	GARUDA VENTURES MANAGEMENT, LLC venture · Orinda	office
90	LENGTH LLC venture · Lafayette	office
91	SCHELLING POINT PARTNERS venture · Berkeley	office
92	SWIFT VENTURES venture · Lafayette	office
93	THE HOUSE FUND, LLC venture · Berkeley	office

93 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.