Vault-13

Managers in Moraga, CA

United States · 101 asset managers within 25 km (4 in Moraga itself) · 163 wealth managers, banks and others

MoragaSouth San FranciscoRichmondSausalitoLarkspurPalo 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 · Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · San Mateo, CA 75 · Walnut Creek, CA 40 · Redwood City, CA 40 · Burlingame, CA 40 · Oakland, CA 25 · Los Altos, CA 22 · Mountain View, CA 21 · Santa Clara, CA 17

Asset managers in and around Moraga

#Manager People here Assets Visa salary
51 INCEPTIONR LLC Walnut Creek $786.1m 1 $786.1m
52 Accuvest Global Advisors Pleasant Hill $630.5m 1 $630.5m
53 FAIRVIEW CONSTITUTION MANAGEMENT IV LLC venture · Walnut Creek $139.8m 1 $139.8m
54 Crosspoint Capital Strategies, LLC Orinda $117.0m about 1main office $117.0m
55 TVV ADVISERS, LLC venture · Pleasanton $31.3m about 1main office $31.3m
56 EMPIRIC INSTITUTIONAL institutions · Walnut Creek $9.9m 1 $9.9m
57 AWH FINANCIAL, LLC Walnut Creek 1
58 MMA SECURITIES LLC Walnut Creek 1
59 STELVIO PRIVATE WEALTH Walnut Creek 1
60 USI SECURITIES, INC. Concord 1
61 WELLS FARGO & COMPANY/MN wealth · Walnut Creek WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
62 Pathstone Holdings, LLC wealth · Walnut Creek ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
63 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Ramon Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
64 ALLSTATE CORP structured credit, wealth · San Ramon ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
65 NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn office $2.9bn
66 Adero Partners, LLC Pleasanton $1.5bn based here $1.5bn
67 SCP Investment, LP hedge funds, futures · Orinda $1.2bn based here $1.2bn
68 STEWART & PATTEN CO LLC Lafayette $668.9m based here $668.9m
69 Gifford Fong Associates Lafayette $501.4m based here $501.4m
70 Bedell Frazier Investment Counselling, LLC Walnut Creek $495.0m based here $495.0m
71 CONCENTRIC WEALTH MANAGEMENT, LLC Lafayette $410.0m based here $410.0m
72 ELEVATION WEALTH PARTNERS, LLC Walnut Creek $333.8m based here $333.8m
73 Prosperity Financial Group, Inc. Moraga $322.6m based here $322.6m
74 GKV Capital Management Co., Inc. Walnut Creek $309.9m based here $309.9m
75 Goldstein Munger & Associates Moraga $303.5m based here $303.5m
76 Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m based here $291.0m
77 Blue Investment Partners LLC Alamo $285.1m based here $285.1m
78 Greykasell Wealth Strategies, Inc. Danville $275.5m based here $275.5m
79 Maxwell Wealth Strategies Inc. Pleasanton $244.9m based here $244.9m
80 Grant Private Wealth Management Inc Pleasanton $237.2m based here $237.2m
81 PURSUE WEALTH PARTNERS LLC Alamo $178.6m based here $178.6m
82 PRING TURNER CAPITAL GROUP INC Alamo $174.6m based here $174.6m
83 Athena Investment Management Orinda $168.7m based here $168.7m
84 Shum Financial Group, Inc. Alameda $165.9m based here $165.9m
85 Fullerton Advisors, LLC Danville $106.9m based here $106.9m
86 LFS ASSET MANAGEMENT Moraga $99.1m based here $99.1m
87 Garrison Point Capital, LLC Walnut Creek $6.8m based here $6.8m
88 USCF Advisers LLC Walnut Creek $99.9k based here $99.9k
89 CHARLES SCHWAB & CO., INC. Walnut Creek CHARLES SCHWAB & CO., INC. · 2 related pages office
90 500 GLOBAL venture · Pleasant Hill office
91 500 KIMCHI MANAGEMENT COMPANY LLC venture · Pleasant Hill office
92 ALDER VALE hedge funds, futures · Walnut Creek office
93 AURUM EP GP LLC venture · Pleasanton office
94 AURUM VP GP LLC venture · Pleasanton office
95 AssetMark Financial Holdings, Inc. Concord · visa salary $172,850 based here $172,8508 filings
96 BEE PARTNERS MANAGEMENT COMPANY, LLC venture · Lafayette office
97 CONDUIT CP INVESTMENT I LLC venture · Alamo office
98 ENERGY INNOVATION CAPITAL MANAGEMENT, LLC venture · Orinda office
99 GARUDA VENTURES MANAGEMENT, LLC venture · Orinda office
100 LENGTH LLC venture · Lafayette office

101 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.