Aperio Group, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $54,545,912,619 of assets under management and employs about 150 people. Aperio Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Main Street Research LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,816,608,726 of assets under management and employs about 21 people. Main Street Research LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Revelation Capital Management, LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,568,065,733 of assets under management and employs about 9 people. Revelation Capital Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.

Karp Capital Management Corporation is a financial advisory firm based in Sausalito, California. It currently has approximately $993,781,743 of assets under management and employs about 20 people. Karp Capital Management Corporation uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Vert Asset Management LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $348,604,281 of assets under management and employs about 2 people. Vert Asset Management LLC uses a fee structure of and a percentage of assets under your management.

VERITY Wealth Advisors LLC, established in 2003 by Evan Oliver, offers a range of financial advisory services tailored to client needs. Services include managed portfolios, ad-hoc financial advice, and private investment tracking. The firm emphasizes the importance of financial planning but also offers investment management-only agreements. VERITY previously managed a limited partnership for alternative investments but dissolved it in 2018. As of December 31, 2024, the firm supervised $237,478,260 in discretionary funds. Fees for wealth management services are tiered based on assets managed, with additional negotiation possible. Investment discretion allows VERITY to make decisions on securities, timing, and brokers, primarily using Charles Schwab & Co., Inc. as custodian. The firm does not charge performance-based fees and primarily serves high-net-worth individuals. Investment strategies focus on asset allocation, risk tolerance, and using index securities. VERITY does not provide tax or legal advice. The firm's ethical standards include a strict proxy voting policy and adherence to SEC regulations. Clients receive quarterly performance reports and have access to custodial reports from Schwab. VERITY maintains a transparent fee structure and has not been involved in any legal or disciplinary events since inception.

WestEnd Capital Management, LLC, established in 2002, is a Registered Investment Adviser specializing in discretionary advisory services for a private fund, WestEnd Partners, L.P., and individuals through separately managed accounts. The firm offers financial planning services at no additional charge. The Private Fund aims to grow capital through a broad spectrum of securities trading strategies. Separate Account clients can choose from three investment mandates: Core Growth Portfolio, Equity Income Portfolio, or Custom Portfolio. WestEnd acknowledges conflicts of interest arising from providing financial planning services but ensures clients are under no obligation to act on recommendations. The firm manages approximately $348 million in regulatory assets under management. Fees include a 1.5% Management Fee for the Private Fund and a 0.375% Asset Based Fee for Separate Account clients. WestEnd acts as a fiduciary, providing investment discretion and full proxy voting authority for the Private Fund. The firm's Code of Ethics ensures fair treatment of clients, and it engages in soft dollar arrangements for research services. Clients receive regular account reviews and statements. WestEnd maintains custody of client assets and has a clean disciplinary record. The firm's proxy voting procedures prioritize the best interests of clients, and it has no financial impairments or bankruptcy history.

Avondale Conquest, LLC, based in Sausalito, CA, is a financial advisor firm established by Tim Kelly, CFA. The firm specializes in investment management services, primarily focusing on the Conquest I Fund, a Delaware limited partnership investing in US-listed equity securities. Avondale Conquest aims to generate positive absolute returns by diversifying across industries and securities, with a lower volatility profile than the market. The firm also serves as a Sub-Advisor to the Prelude Opportunity Fund, LP, employing a similar investment approach tailored to client goals and risk tolerances. Avondale Conquest charges an annual management fee of 1% of assets under management for the Conquest I Fund, along with a performance allocation of 20% of net profits. For Prelude, the firm may receive a performance allocation of up to 55% of net profits. The minimum investment in the Fund is $500,000, with exceptions made at the firm's discretion. Avondale Conquest utilizes security analysis methods such as fundamental analysis and sources information from various research providers. The firm emphasizes risk management, highlighting potential risks including interest-rate, market, inflation, currency, and liquidity risks. Avondale Conquest maintains a Business Continuity Plan to address various disaster scenarios and an Information Security Program to safeguard client information. Tim Kelly, the Chief Investment Officer, oversees the firm's operations, with no reported disciplinary events or additional compensation arrangements.

Abunda Financial, LLC is a private, independent financial services firm established in 2007 by Janet L. Campbell. The firm specializes in offering investment and personal financial advisory services under a fee-only compensation arrangement. Clients include senior corporate executives, entrepreneurs, non-profit entities, and individuals with substantial portfolios. Abunda Financial provides both discretionary and non-discretionary advisory services for equity and fixed income portfolios, as well as financial, retirement, and tax planning services. The firm's investment philosophy focuses on maintaining a long-term horizon and maximizing total return while managing risk. Clients have the option to engage in limited discretionary investment management services. The firm's fee structure includes flat fee retainer arrangements and discretionary management fees based on a percentage of assets. Abunda Financial actively seeks to avoid conflicts of interest and does not accept commissions or recommend funds with 12b-1 fees. The firm's principal owner, Janet L. Campbell, holds certifications as a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Enrolled Agent (EA). Abunda Financial emphasizes ethical conduct, client confidentiality, and information security. The firm has a Business Continuity Plan in place and maintains an information security program to safeguard client data. Janet Campbell also provides tax return preparation services and occasionally serves as an instructor in personal finance courses. The firm has no disciplinary events to disclose and operates under the supervision of Janet Campbell, who is the Chief Compliance Officer.