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Top RIA Firms in Burlingame, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Burlingame, California. This hub covers 15 matching firms with $32.0B in total reported AUM and median AUM of $1.0B.
Firms
15
Matching current profiles
Total AUM
$32.0B
Reported regulatory AUM
Median AUM
$1.0B
Across firms with AUM
Largest firm
$9.5B
Fisher Lynch Capital, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Fisher Lynch Capital, LLC CRD 160694 · Limited Liability Company | BURLINGAME, CA | $9.5B Mar 2026 | +$3.1B+48.3% | +$3.5B+58.4% | +$6.2B+187.7% | +$7.6B+398.0% | +7 employees+41.2% over 3Y | +1 accounts+9.1% over 3Y |
| 2. Altos Ventures Management, INC. CRD 162777 · Corporation | BURLINGAME, CA | $5.4B Mar 2026 | -$801.3M-12.8% | -$2.1B-28.3% | -$4.3B-44.3% | +$4.8B+681.3% | +17 employees+70.8% over 3Y | +2 accounts+3.5% over 3Y |
| 3. Skyknight Capital, L.p. CRD 281570 · Limited Partnership | BURLINGAME, CA | $4.4B Mar 2026 | +$431.0M+10.8% | +$2.1B+90.4% | +$2.6B+139.2% | +$4.1B+1099.4% | +15 employees+93.8% over 3Y | +7 accounts+50.0% over 3Y |
| 4. Newview Capital Management, LLC CRD 298161 · Limited Liability Company | BURLINGAME, CA | $3.9B Apr 2026 | +$560.1M+17.0% | -$93.8M-2.4% | +$1.0B+37.0% | +$2.5B+185.8% | +4 employees+22.2% over 3Y | +12 accounts+80.0% over 3Y |
| 5. Arc70 Advisers LP CRD 288087 · Limited Partnership | BURLINGAME, CA | $1.9B Mar 2026 | +$17.6M+0.9% | +$857.5M+81.9% | +$1.2B+187.2% | +$1.6B+487.7% | +14 employees+77.8% over 3Y | +4 accounts+100.0% over 3Y |
| 6. Sentinel Dome Partners, LLC CRD 172019 · Limited Liability Company | BURLINGAME, CA | $1.6B Mar 2026 | +$470.6M+42.0% | +$714.4M+81.4% | +$1.2B+261.8% | — | +3 employees+25.0% over 3Y | +6 accounts+33.3% over 3Y |
| 7. Occidental Asset Management, LLC CRD 168650 · Limited Liability Company | BURLINGAME, CA | $1.1B Apr 2026 | +$275.7M+34.6% | +$577.4M+116.8% | +$649.7M+153.9% | — | +5 employees+50.0% over 3Y | +536 accounts+38.7% over 3Y |
| 8. Lateral Investment Management, LLC CRD 159649 · Limited Liability Company | BURLINGAME, CA | $1.0B Mar 2026 | +$156.2M+18.4% | +$375.0M+59.6% | +$506.1M+101.7% | +$813.4M+427.2% | +5 employees+26.3% over 3Y | +8 accounts+53.3% over 3Y |
| 9. Virgo Investment Group LLC CRD 157297 · Limited Liability Company | BURLINGAME, CA | $857.4M Mar 2026 | -$220.7M-20.5% | -$762.4M-47.1% | -$360.3M-29.6% | +$587.1M+217.3% | -7 employees-43.8% over 3Y | -5 accounts-26.3% over 3Y |
| 10. Keenan Capital, LLC CRD 167390 · Limited Liability Company | BURLINGAME, CA | $687.6M Mar 2026 | +$25.5M+3.9% | -$109.0M-13.7% | +$212.8M+44.8% | +$493.9M+255.1% | +1 employees+20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Octahedron Capital Management, L.p. CRD 309209 · Limited Partnership | BURLINGAME, CA | $594.2M Mar 2026 | +$301.2M+102.8% | +$329.0M+124.0% | — | +$351.6M+144.9% | +1 employees+25.0% over 3Y | +3 accounts+33.3% over 3Y |
| 12. Gavilan Investment Partners LLC CRD 311134 · Limited Liability Company | BURLINGAME, CA | $514.7M May 2026 | +$69.6M+15.6% | +$386.0M+299.9% | — | +$466.4M+966.6% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Ampersand Capital Group, L.p. CRD 329612 · Limited Partnership | BURLINGAME, CA | $235.1M Mar 2026 | — | — | — | +$58.5M+33.1% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 14. Tessara Wealth CRD 283295 · Limited Liability Company | BURLINGAME, CA | $162.4M May 2026 | +$32.1M+24.6% | — | — | +$32.1M+24.6% | +2 employees+50.0% over 1Y | +259 accounts+131.5% over 1Y |
| 15. Poplar Point Capital Management LLC CRD 165411 · Limited Liability Company | BURLINGAME, CA | $110.1M May 2026 | +$6.2M+5.9% | — | — | +$6.2M+5.9% | 0 employees+0.0% over 1Y | +1 accounts+50.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.