Financial advisers in Foster City, CA

9 registered investment adviser firms in Foster City managing $80.8B in assets, based on public SEC Form ADV filings.

Ieq Capital, LLC

Foster City, CA · Est. 2019

NationalInternational

Fee-based

AUM: $56.8B
Per adviser: $294M
Advisers: 193

No reported disclosures

Bailard, INC.

Foster City, CA · Est. 1972

RegionalInternational

Fee-based

AUM: $7.6B
Per adviser: $180M
Advisers: 42

No reported disclosures

Bertram Capital Management LLC

Foster City, CA · Est. 2012

Regional

Fee-only

AUM: $4.4B
Per adviser: $148M
Advisers: 30

No reported disclosures

Team Hewins, LLC

Foster City, CA · Est. 2018

RegionalInternational

Fee-based

AUM: $4.0B
Per adviser: $189M
Advisers: 21

No reported disclosures

Summitry, LLC

Foster City, CA · Est. 2003

RegionalInternational

Fee-based

AUM: $3.4B
Per adviser: $168M
Advisers: 20

No reported disclosures

Nipun Capital, L.P.

Foster City, CA · Est. 2013

RegionalInternational

Fee-only

AUM: $2.0B
Per adviser: $203M
Advisers: 10

No reported disclosures

American Infrastructure

Foster City, CA · Est. 2018

LocalInternational

Fee-only

AUM: $1.7B
Per adviser: $243M
Advisers: 7

No reported disclosures

Neumann Capital Management

Foster City, CA · Est. 1992

RegionalInternational

Fee-only

AUM: $630M
Per adviser: $158M
Advisers: 4

No reported disclosures

Knuff & Company LLC

Foster City, CA · Est. 2018

Local

Fee-only

AUM: $394M
Per adviser: $131M
Advisers: 3

No reported disclosures