Financial advisers in Sausalito, CA

9 registered investment adviser firms in Sausalito managing $156.9B in assets, based on public SEC Form ADV filings.

Aperio Group, LLC

Sausalito, CA · Est. 2000

NationalInternational

Fee-based

AUM: $152.1B
Per adviser: $1.7B
Advisers: 88

No reported disclosures

Revelation Capital Management, LLC

Sausalito, CA · Est. 2016

Regional

Fee-only

AUM: $2.3B
Per adviser: $193M
Advisers: 12

No reported disclosures

Caldwell Sutter Capital, INC.

Sausalito, CA · Est. 2006

Local

Fee-only

AUM: $606M
Per adviser: $121M
Advisers: 5

No reported disclosures

Vert Asset Management LLC

Sausalito, CA · Est. 2017

LocalInternational

Fee-only

AUM: $464M
Per adviser: $232M
Advisers: 2

No reported disclosures

Westend Capital Management, LLC.

Sausalito, CA · Est. 2002

Local

Fee-only

AUM: $436M
Per adviser: $145M
Advisers: 3

Delta Accumulation, LLC

Sausalito, CA · Est. 2025

LocalInternational

Fee-only

AUM: $332M
Per adviser: $111M
Advisers: 3

No reported disclosures

Prospect Capital Advisors, LLC

Sausalito, CA · Est. 2015

Local

Fee-only

AUM: $309M
Per adviser: $155M
Advisers: 2

No reported disclosures

Verity Wealth Advisors, LLC

Sausalito, CA · Est. 2003

Local

Fee-based

AUM: $279M
Per adviser: $139M
Advisers: 2

No reported disclosures

Ai Funds

Sausalito, CA · Est. 2026

Local

Fee-only

AUM: $2M
Per adviser: $1M
Advisers: 2

No reported disclosures