Vault-13

Managers in Lafayette, CA

United States · 128 asset managers within 25 km (7 in Lafayette itself) · 181 wealth managers, banks and others

LafayetteSouth San FranciscoRichmondSausalitoOaklandLarkspurPalo AltoRedwood CityPortola ValleySan Mateo
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 · Atherton, CA 85 · San Mateo, CA 75 · Walnut Creek, CA 40 · Burlingame, CA 40 · Redwood City, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · Oakland, CA 25 · San Rafael, CA 16 · Sausalito, CA 14 · Orinda, CA 13

Asset managers in and around Lafayette

#Manager People here Assets Visa salary
51 LAFAYETTE SQUARE FINANCIAL ADVISORS, INC. Walnut Creek about 2main office
52 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Oakland Vanguard Personalized Indexing Management, LLC · 8 related pages $11.1tn about 1main office $11.1tn
53 UBS Group AG public funds (AU), hedge funds, private equity, real estate and 4 more · Walnut Creek UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC · 16 related pages $629.2bn 1 $629.2bn
54 US BANCORP \DE\ mutual funds, bank or insurer · Walnut Creek U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 1 $427.5bn
55 TCW ASSET MANAGEMENT CO LLC hedge funds, private equity, structured credit, futures · Danville $81.2bn 1 $81.2bn
56 TCW INVESTMENT MANAGEMENT Co LLC mutual funds, futures · Danville $38.8bn 1 $38.8bn
57 EAGLE CAPITAL MANAGEMENT LLC hedge funds, institutions · Walnut Creek $35.8bn 1 $35.8bn
58 GREENOAKS LLC venture · Orinda $18.3bn 1 $18.3bn
59 Atria Investments, Inc Concord $11.0bn 1 $11.0bn
60 Simplicity Wealth,LLC Walnut Creek $4.3bn 1 $4.3bn
61 Vector Capital Management, L.P. hedge funds, private equity, futures · Orinda $3.8bn 1 $3.8bn
62 FAIRVIEW CAPITAL PARTNERS, LLC private equity, venture · Walnut Creek $2.5bn 1 $2.5bn
63 ARGAND PARTNERS, LP private equity, futures · Danville $827.0m 1 $827.0m
64 INCEPTIONR LLC Walnut Creek $786.1m 1 $786.1m
65 Accuvest Global Advisors Pleasant Hill $630.5m 1 $630.5m
66 FAIRVIEW CONSTITUTION MANAGEMENT IV LLC venture · Walnut Creek $139.8m 1 $139.8m
67 Crosspoint Capital Strategies, LLC Orinda $117.0m about 1main office $117.0m
68 EMPIRIC INSTITUTIONAL institutions · Walnut Creek $9.9m 1 $9.9m
69 MMA SECURITIES LLC Walnut Creek 1
70 STELVIO PRIVATE WEALTH Walnut Creek 1
71 USI SECURITIES, INC. Concord 1
72 WELLS FARGO & COMPANY/MN wealth · Walnut Creek WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
73 Pathstone Holdings, LLC wealth · Walnut Creek ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
74 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Ramon Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
75 ALLSTATE CORP structured credit, wealth · San Ramon ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
76 REGENTS OF THE UNIVERSITY OF CALIFORNIA asset owner · Oakland $4.4bn based here $4.4bn
77 NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn office $2.9bn
78 SCP Investment, LP hedge funds, futures · Orinda $1.2bn based here $1.2bn
79 STEWART & PATTEN CO LLC Lafayette $668.9m based here $668.9m
80 BTR CAPITAL MANAGEMENT INC Oakland $640.6m based here $640.6m
81 Gifford Fong Associates Lafayette $501.4m based here $501.4m
82 Bedell Frazier Investment Counselling, LLC Walnut Creek $495.0m based here $495.0m
83 Parkside Advisors LLC Berkeley $455.1m based here $455.1m
84 CONCENTRIC WEALTH MANAGEMENT, LLC Lafayette $410.0m based here $410.0m
85 ELEVATION WEALTH PARTNERS, LLC Walnut Creek $333.8m based here $333.8m
86 Prosperity Financial Group, Inc. Moraga $322.6m based here $322.6m
87 GKV Capital Management Co., Inc. Walnut Creek $309.9m based here $309.9m
88 Goldstein Munger & Associates Moraga $303.5m based here $303.5m
89 Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m based here $291.0m
90 Blue Investment Partners LLC Alamo $285.1m based here $285.1m
91 Selby Wealth Management, LLC Emeryville $282.1m based here $282.1m
92 Greykasell Wealth Strategies, Inc. Danville $275.5m based here $275.5m
93 PURSUE WEALTH PARTNERS LLC Alamo $178.6m based here $178.6m
94 PRING TURNER CAPITAL GROUP INC Alamo $174.6m based here $174.6m
95 Athena Investment Management Orinda $168.7m based here $168.7m
96 Shum Financial Group, Inc. Alameda $165.9m based here $165.9m
97 Clayton Partners LLC Berkeley $152.2m based here $152.2m
98 Fullerton Advisors, LLC Danville $106.9m based here $106.9m
99 LFS ASSET MANAGEMENT Moraga $99.1m based here $99.1m
100 Garrison Point Capital, LLC Walnut Creek $6.8m based here $6.8m

128 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.