Managers in Santa Rosa, CA

United States · 12 asset managers within 25 km (4 in Santa Rosa itself) · 50 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: Novato, CA 4 · Napa, CA 3 · Windsor, CA 2 · Petaluma, CA 2 · Sonoma, CA 2 · Point Reyes Station, CA 2 · Sebastopol, CA 1 · Calistoga, CA 1 · Saint Helena, CA 1 · Healdsburg, CA 1 · Nicasio, CA 1

Asset managers in and around Santa Rosa

#	Manager	People here	Assets
1	BPM WEALTH ADVISORS, LLC institutions · Santa Rosa $268.3m	3	$268.3m
2	FILLMORE CAPITAL PARTNERS, LLC real estate · Petaluma $247.1m	2	$247.1m
3	L CAPITAL, LLC private equity · Windsor $197.2m	about 2main office	$197.2m
4	Mork Capital Management, LLC hedge funds · Healdsburg $198.5m	about 1main office	$198.5m
5	GLOBAL ENVIRONMENT FUND private equity · Calistoga $116.0m	1	$116.0m
6	Hilltop Holdings Inc. wealth, bank or insurer · Santa Rosa MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
7	Willow Creek Wealth Management Inc. Sebastopol $1.2bn	based here	$1.2bn
8	NATURAL INVESTMENTS, LLC Windsor $455.2m	based here	$455.2m
9	Traverso Chambers Private Wealth Management, LLC Santa Rosa $411.8m	based here	$411.8m
10	Burleson & Company, LLC Petaluma $399.9m	based here	$399.9m
11	Sonoma Allocations LLC Santa Rosa $321.5m	based here	$321.5m
12	ILLUMINATE VENTURES venture · Saint Helena	office

12 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.