Managers in Napa, CA

United States · 7 asset managers within 25 km (3 in Napa itself) · 17 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: Walnut Creek, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · San Rafael, CA 16 · Orinda, CA 13 · Berkeley, CA 11 · Belvedere Tiburon, CA 9 · Greenbrae, CA 8 · Corte Madera, CA 8 · Lafayette, CA 7 · Novato, CA 4 · Concord, CA 4

Asset managers in and around Napa

#	Manager	People here	Assets
1	SONOMA BRANDS CAPITAL private equity · Sonoma $382.0m	about 5main office	$382.0m
2	ADVANTAGE CAPITAL private equity · Napa $1.3bn	4	$1.3bn
3	BPM WEALTH ADVISORS, LLC institutions · Fairfield $268.3m	3	$268.3m
4	Fermata Advisors, LLC Sonoma $494.5m	based here	$494.5m
5	5T Wealth, LLC Napa $268.5m	based here	$268.5m
6	NAPA WEALTH MANAGEMENT Napa $213.4m	based here	$213.4m
7	Solano Wealth Management, Inc. Suisun City $182.6m	based here	$182.6m

7 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.