Managers in Fullerton, CA

United States · 112 asset managers within 25 km (1 in Fullerton itself) · 180 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: Newport Beach, CA 98 · Irvine, CA 71 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Costa Mesa, CA 11 · Redondo Beach, CA 10 · Hermosa Beach, CA 10 · Torrance, CA 9 · Culver City, CA 8

Asset managers in and around Fullerton

#	Manager	People here	Assets	Visa salary
1	PATHWAY CAPITAL MANAGEMENT, LP private equity, institutions · Irvine $97.8bn	about 61main office	$97.8bn
2	AVANATH CAPITAL MANAGEMENT, LLC real estate · Irvine $3.7bn	about 34main office	$3.7bn
3	THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Irvine $27.3bn	23	$27.3bn
4	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Costa Mesa $1.2tn	22	$1.2tn
5	KAIROS private equity, real estate · Irvine $897.2m	about 22main office	$897.2m
6	LEONID CAPITAL PARTNERS, LLC Huntington Beach $363.0m	about 16main office	$363.0m
7	CHARLES SCHWAB & CO., INC. Irvine CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC.	12
8	SABAL INVESTMENT ADVISORS, LLC real estate · Irvine $5.8bn	about 10main office	$5.8bn
9	RIMROCK CAPITAL MANAGEMENT LLC hedge funds, futures · Irvine $3.9bn	about 9main office	$3.9bn
10	World Investment Advisors institutions · Irvine $71.6bn	8	$71.6bn
11	COMPASS GROUP MANAGEMENT LLC institutions · Costa Mesa $3.0bn	8	$3.0bn
12	Rayliant Investment Research mutual funds · Walnut RAYLIANT INVESTMENT RESEARCH · 2 related pages $203.5m	about 8main office	$203.5m
13	SUNSTONE ADVISORS, LLC venture, structured credit · Irvine $122.8m	about 8main office	$122.8m
14	RISE PRIVATE WEALTH MANAGEMENT Irvine	8
15	MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Irvine Mercer Investments LLC · 3 related pages $226.0bn	7	$226.0bn
16	Gallagher Fiduciary Advisors, LLC institutions, futures · Irvine $194.8bn	6	$194.8bn
17	Capital Group Companies, Inc. public funds (AU), private equity, institutions, futures and 2 more · Irvine CAPITAL CLIENT GROUP, INC. · 7 related pages $58.2bn · visa salary $173,276	6	$58.2bn	$173,27692 filings
18	NEW STATE CAPITAL PARTNERS private equity · Irvine $2.0bn	6	$2.0bn
19	ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC real estate · Irvine $679.5m	6	$679.5m
20	XEBEC ASSET MANAGEMENT, LLC real estate · Seal Beach $484.5m	6	$484.5m
21	AVILA REAL ESTATE CAPITAL private equity · Irvine $341.2m	6	$341.2m
22	SHIMA CAPITAL MANAGEMENT LLC venture · Irvine $164.6m	about 6main office	$164.6m
23	PELORUS CAPITAL MANAGEMENT, LLC Irvine	about 6main office
24	DEUTSCHE BANK AKTIENGESELLSCHAFT private equity, real estate, structured credit, mutual funds and 4 more · Costa Mesa RREEF AMERICA LLC, DWS INVESTMENT MANAGEMENT AMERICAS, INC · 17 related pages $344.1bn	5	$344.1bn
25	EDELMAN FINANCIAL ENGINES Costa Mesa $326.3bn	5	$326.3bn
26	OneDigital Investment Advisors LLC institutions · Irvine $155.4bn	5	$155.4bn
27	FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn	about 5main office	$8.0bn
28	GT INVESTMENT PARTNERS, LP Irvine $853.5m	about 5main office	$853.5m
29	3SPOKE MANAGEMENT, LLC private equity, venture · Irvine $254.3m	about 5main office	$254.3m
30	ERA FINANCIAL ADVISORS Covina	about 5main office
31	MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Irvine $48.3bn	4	$48.3bn
32	CABOT PROPERTIES L.P. real estate · Irvine $9.1bn	4	$9.1bn
33	TRIPACIFIC CAPITAL ADVISORS, LLC institutions · Irvine $12.3m	about 4main office	$12.3m
34	HOAINVEST LLC Irvine	about 4main office
35	VISION RIDGE PARTNERS, LLC private equity · Costa Mesa $6.1bn	3	$6.1bn
36	ARC70 ADVISERS LP hedge funds, private equity, futures · Costa Mesa $2.0bn	3	$2.0bn
37	Guardian Financial Partners, LLC institutions · Orange $911.9m	about 3main office	$911.9m
38	FAROPOINT VENTURES, LLC private equity · Costa Mesa $780.0m	3	$780.0m
39	PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m	about 3main office	$502.9m
40	BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m	3	$268.3m
41	Capital CS Group, LLC institutions · Irvine $227.3m	about 3main office	$227.3m
42	OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m	about 3main office	$221.7m
43	VISTA POINT ASSET MANAGEMENT LLC Irvine	about 3main office
44	US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn	2	$427.5bn
45	PRIME CAPITAL FINANCIAL institutions · Costa Mesa $39.1bn	2	$39.1bn
46	RESMARK EQUITY PARTNERS, LLC real estate, futures · Irvine $2.0bn	2	$2.0bn
47	RLH EQUITY PARTNERS private equity · Irvine $1.2bn	2	$1.2bn
48	NESTYIELD ETFS Downey $517.3m	about 2main office	$517.3m
49	PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Irvine PRINCIPAL REAL ESTATE INVESTORS LLC · 9 related pages $427.7bn	1	$427.7bn
50	AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn	1	$151.0bn

112 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.