Managers in Sonoma, CA

United States · 11 asset managers within 25 km (2 in Sonoma itself) · 39 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: Larkspur, CA 38 · Mill Valley, CA 28 · San Rafael, CA 16 · Sausalito, CA 14 · Belvedere Tiburon, CA 9 · Greenbrae, CA 8 · Corte Madera, CA 8 · Novato, CA 4 · Santa Rosa, CA 4 · Napa, CA 3 · San Anselmo, CA 3 · Petaluma, CA 2

Asset managers in and around Sonoma

#	Manager	People here	Assets
1	SONOMA BRANDS CAPITAL private equity · Sonoma $382.0m	about 5main office	$382.0m
2	HENNESSY ADVISORS INC mutual funds · Novato $4.3bn	about 4main office	$4.3bn
3	ADVANTAGE CAPITAL private equity · Napa $1.3bn	4	$1.3bn
4	FILLMORE CAPITAL PARTNERS, LLC real estate · Petaluma $247.1m	2	$247.1m
5	FLORIN PENSIONS LLC asset owner · Novato	2
6	Chandler Asset Management, Inc. institutions · Novato $45.3bn	1	$45.3bn
7	Fermata Advisors, LLC Sonoma $494.5m	based here	$494.5m
8	Burleson & Company, LLC Petaluma $399.9m	based here	$399.9m
9	Equius Partners, Inc. Novato $323.9m	based here	$323.9m
10	5T Wealth, LLC Napa $268.5m	based here	$268.5m
11	NAPA WEALTH MANAGEMENT Napa $213.4m	based here	$213.4m

11 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.