Top 8 advisors in Orinda
We’ve curated a list of the best financial advisors in Orinda, take a look at it below
Find an advisor in Orinda| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,387,272,824 | 64 advisors | ||
| 2 | $5,816,000,000 | 12 advisors | ||
| 3 | $1,401,878,428 | 5 advisors | ||
| 4 | $1,326,942,729 | 9 advisors | ||
| 5 | $800,064,104 | 10 advisors | ||
| 6 | $202,658,607 | 2 advisors | ||
| 7 | $116,150,649 | 2 advisors | ||
| 8 | $77,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Orinda, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Orinda. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Greenoaks Capital
Assets under management
$10,387,272,824
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Penserra Capital Management LLC
Assets under management
$5,816,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
3. Mcdonald Capital Investors Inc
Assets under management
$1,401,878,428
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Scp Investment, Lp
Assets under management
$1,326,942,729
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Wespac Advisors, LLC
Assets under management
$800,064,104
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Ursa Fund Management LLC
Assets under management
$202,658,607
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Mcm Advisers, Lp
Assets under management
$116,150,649
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Crosspoint Capital Management
Assets under management
$77,000,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.