Investment advisers in Sausalito, CA

9 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CA

Firm	Assets	Employees	Disclosures
Aperio Group, LLC	$152.13 billion	208	8
Revelation Capital Management, LLC	$2.32 billion	18	0
Caldwell Sutter Capital, Inc.	$605.7 million	17	1
Vert Asset Management LLC	$464.4 million	2	0
Westend Capital Management, LLC.	$436.2 million	5	6
Delta Accumulation, LLC	$332.1 million	3	0
Prospect Capital Advisors, LLC	$309.4 million	4	0
Verity Wealth Advisors, LLC	$278.5 million	2	0
Ai Funds	$2.1 million	3	0