Financial advisers in Orinda, CA

9 registered investment adviser firms in Orinda managing $21.8B in assets, based on public SEC Form ADV filings.

Penserra Capital Management LLC

Orinda, CA · Est. 2014

Regional

Fee-based

AUM: $17.5B
Per adviser: $2.5B
Advisers: 7

No reported disclosures

Mcdonald Capital Investors INC

Orinda, CA · Est. 1982

Local

Fee-only

AUM: $1.9B
Per adviser: $929M
Advisers: 2

No reported disclosures

Wespac Advisors, LLC

Orinda, CA · Est. 2008

LocalInternational

Fee-only

AUM: $1.2B
Per adviser: $151M
Advisers: 8

No reported disclosures

Bell Investment Advisors INC

Orinda, CA · Est. 1999

Local

Fee-based

AUM: $788M
Per adviser: $131M
Advisers: 6

No reported disclosures

Mcm Advisers, LP

Orinda, CA · Est. 1995

Local

Fee-based

AUM: $118M
Per adviser: $59M
Advisers: 2

No reported disclosures

Crosspoint Capital Management

Orinda, CA · Est. 2026

LocalInternational

Fee-only

AUM: $118M
Per adviser: $59M
Advisers: 2

No reported disclosures

Paragon Asset Management INC.

Orinda, CA · Est. 2025

Local

Fee-only

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Penserra Global Investors LLC

Orinda, CA · Est. 2024

Local

Fee-only

AUM: $96M
Per adviser: $10M
Advisers: 10

No reported disclosures

Penserra Wealth Management

Orinda, CA · Est. 2024

Local

Fee-only

AUM: $3M
Per adviser: $3M
Advisers: 1

No reported disclosures