Hall Capital Partners
One Maritime Plaza Suite 500
San Francisco, CA 94111
No. advisers: 142
|Financial planning clients||26-50|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
December 11, 2018 - When Stan Miranda relocated from London last year, the money manager quickly realized that joining a club of aging, Lycra-wearing finance and technology executives who bike the mountains around Silicon Valley on Saturday mornings would be great for networking....
December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Hall Capital Partners One Maritime Plaza, 6th Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com $36,391.90...
June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...
June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...
December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...
June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....
December 4, 2016 - Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85 3 BBR Partners, LLC (212) 313-9870...
May 31, 2015 - Market appreciation alone doesn't explain the continuing growth of the RIA channel. Overall, there was a 21% increase in the total assets under management of all included firms in the InvestmentNews RIA Data Center, from $1.1 trillion at the same time...
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- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
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