Firms by city
Registered investment advisers in Pleasanton, CA
5 SEC-registered advisers headquartered in Pleasanton, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| RPG Investment Advisory | Pleasanton, CA | $1.04B |
| Mirador Capital Partners | Pleasanton, CA | $1.01B |
| Kaizen Financial Strategies | Pleasanton, CA | $287M |
| Grant Private Wealth Management | Pleasanton, CA | $255M |
| Sierra Pacific Private Wealth | Pleasanton, CA | $246M |
- Headquarters
- Pleasanton, CA
- Regulatory AUM
- $1.04B
- Headquarters
- Pleasanton, CA
- Regulatory AUM
- $1.01B
- Headquarters
- Pleasanton, CA
- Regulatory AUM
- $287M
- Headquarters
- Pleasanton, CA
- Regulatory AUM
- $255M
- Headquarters
- Pleasanton, CA
- Regulatory AUM
- $246M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Pleasanton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.