Vault-13

Managers in Loomis, CA

United States · 24 asset managers within 25 km (1 in Loomis itself) · 82 wealth managers, banks and others

LoomisRichmondSausalitoOaklandLarkspurSan MateoWalnut CreekNovatoNicasioRancho Cordova
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: Sacramento, CA 17 · Roseville, CA 12 · Folsom, CA 6 · Granite Bay, CA 2 · El Dorado Hills, CA 2 · Rocklin, CA 1 · Rancho Cordova, CA 1 · Applegate, CA 1 · West Sacramento, CA 1

Asset managers in and around Loomis

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Roseville Robert W. Baird & Co. Inc · 9 related pages $394.1bn 42 $394.1bn
2 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Roseville PRINCIPAL GLOBAL INVESTORS, PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn 25 $427.7bn
3 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Rancho Cordova Mercer Investments LLC · 3 related pages $226.0bn 11 $226.0bn
4 EDELMAN FINANCIAL ENGINES Roseville $326.3bn 7 $326.3bn
5 DCA FAMILY OFFICE, LLC institutions · Roseville $119.9m about 7main office $119.9m
6 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Roseville PGIM, Inc. · 22 related pages $1.1tn 5 $1.1tn
7 Jasper Ridge Partners, L.P. futures · Roseville $43.0bn 4 $43.0bn
8 PRUDENT INVESTOR ADVISORS, LLC institutions · Folsom $1.3bn about 4main office $1.3bn
9 STAINES FINANCIAL, LLC Roseville $168.7m about 3main office $168.7m
10 PRIME CAPITAL FINANCIAL institutions · Roseville, Folsom $39.1bn 2 $39.1bn
11 Advisory Alpha, LLC Rocklin $4.4bn 2 $4.4bn
12 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Loomis $12.9bn 1 $12.9bn
13 DREAMS INVESTMENT SOLUTIONS Folsom about 1main office
14 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Folsom Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
15 Allworth Financial LP Folsom $23.5bn based here $23.5bn
16 Hilltop Holdings Inc. wealth, bank or insurer · Roseville HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
17 Capital Planning Advisors, LLC Roseville $691.6m based here $691.6m
18 ABOUND FINANCIAL, LLC Granite Bay $250.8m based here $250.8m
19 Dynamic Wealth Strategies, LLC Granite Bay $187.8m based here $187.8m
20 Pinnacle Wealth Management, LLC Roseville $161.5m based here $161.5m
21 LWM ADVISORS INC El Dorado Hills $134.1m based here $134.1m
22 Up Capital Management, Inc. Roseville $129.2m based here $129.2m
23 GENERATOR VENTURES venture · El Dorado Hills office
24 MONETA VENTURES, LLC venture · Folsom office

24 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.