Adviser Record

Investment advisers in Foster City, CA

9 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

FirmAssetsEmployeesDisclosures
Ieq Capital, LLC$56.77 billion2662
Bailard, Inc.$7.56 billion830
Bertram Capital Management LLC$4.43 billion460
Team Hewins, LLC$3.97 billion290
Summitry, LLC$3.35 billion460
Nipun Capital, L.P.$2.03 billion180
American Infrastructure$1.70 billion190
Neumann Capital Management$630.3 million40
Knuff & Company LLC$393.9 million40