Rialytix insights
Top RIA Firms in Larkspur, California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Larkspur, California. This hub covers 20 matching firms with $37.7B in total reported AUM and median AUM of $444.0M.
Firms
20
Matching current profiles
Total AUM
$37.7B
Reported regulatory AUM
Median AUM
$444.0M
Across firms with AUM
Largest firm
$14.3B
Tsg Consumer Partners LP
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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. Tsg Consumer Partners LP CRD 160826 · Limited Partnership | LARKSPUR, CA | $14.3B Apr 2026 | +$154.8M+1.1% | -$4.4B-23.8% | +$3.0B+27.1% | +$11.4B+397.7% | +5 employees+7.4% over 3Y | -1 accounts-5.3% over 3Y |
| 2. Bondbloxx CRD 317318 · Corporation | LARKSPUR, CA | $7.2B Mar 2026 | +$4.7B+188.1% | +$6.8B+1474.3% | — | — | +24 employees+300.0% over 3Y | +8 accounts+42.1% over 3Y |
| 3. Seafarer Capital Partners, LLC CRD 158671 · Limited Liability Company | LARKSPUR, CA | $3.4B Mar 2026 | +$358.5M+11.9% | +$1.2B+52.9% | +$1.4B+66.5% | +$3.4B+218670.2% | +2 employees+11.8% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Raub Brock Capital Management, LP CRD 153994 · Limited Partnership | LARKSPUR, CA | $2.9B Mar 2026 | -$295.8M-9.2% | -$483.4M-14.2% | +$640.5M+28.0% | +$2.7B+1243.9% | +1 employees+12.5% over 3Y | -117 accounts-1.8% over 3Y |
| 5. Urban Investment Advisors CRD 222524 · Corporation | LARKSPUR, CA | $2.5B Mar 2026 | -$105.7M-4.1% | +$710.4M+40.8% | +$1.9B+354.7% | +$1.9B+367.4% | 0 employees+0.0% over 3Y | +1 accounts+9.1% over 3Y |
| 6. Tensile Capital Management LP CRD 164161 · Limited Partnership | LARKSPUR, CA | $1.8B Mar 2026 | -$244.8M-12.0% | +$11.8M+0.7% | +$59.9M+3.4% | — | -1 employees-8.3% over 3Y | 0 accounts+0.0% over 3Y |
| 7. American Pacific Group CRD 306218 · Limited Partnership | LARKSPUR, CA | $1.3B Mar 2026 | -$36.2M-2.6% | +$709.0M+113.1% | +$772.4M+137.1% | +$864.5M+183.4% | +8 employees+53.3% over 3Y | +2 accounts+100.0% over 3Y |
| 8. Fort Baker Capital Management LP CRD 282926 · Limited Partnership | LARKSPUR, CA | $1.1B Mar 2026 | +$253.0M+30.8% | +$286.6M+36.4% | +$772.8M+256.8% | +$916.8M+584.0% | -2 employees-18.2% over 3Y | -1 accounts-16.7% over 3Y |
| 9. Financial Connections Group, INC. CRD 108906 · Corporation | LARKSPUR, CA | $624.6M Jan 2026 | +$197.4M+46.2% | +$190.3M+43.8% | +$296.3M+90.2% | +$492.9M+374.2% | 0 employees+0.0% over 3Y | -149 accounts-12.7% over 3Y |
| 10. Greenstone Partners, LLC CRD 136566 · Limited Liability Company | LARKSPUR, CA | $499.3M Mar 2026 | +$73.0M+17.1% | — | — | +$279.6M+127.2% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 11. Marin Financial Advisors LLC CRD 135872 · Limited Liability Company | LARKSPUR, CA | $388.8M Mar 2026 | -$59.7M-13.3% | -$71.4M-15.5% | +$37.1M+10.5% | +$209.8M+117.2% | -1 employees-33.3% over 3Y | -322 accounts-66.7% over 3Y |
| 12. Panoramic Capital, LLC CRD 153450 · Limited Liability Company | LARKSPUR, CA | $299.6M Mar 2026 | +$89.7M+42.7% | — | — | +$89.7M+42.7% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 13. Tamalpais Asset Management CRD 301017 · Limited Liability Company | LARKSPUR, CA | $262.5M Mar 2026 | — | — | — | +$53.0M+25.3% | -1 employees-20.0% over Total | +7 accounts+1.0% over Total |
| 14. Maven Equity Partners, LLC CRD 304461 · Limited Liability Company | LARKSPUR, CA | $250.3M Mar 2026 | — | — | — | +$60.3M+31.8% | +1 employees+50.0% over Total | 0 accounts+0.0% over Total |
| 15. Triavera Capital LLC CRD 329548 · Limited Liability Company | LARKSPUR, CA | $220.6M Mar 2026 | — | — | — | +$21.9M+11.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 16. Crown Advisors Management, INC. CRD 109720 · Corporation | LARKSPUR, CA | $197.8M Mar 2026 | -$15.5M-7.3% | -$42.6M-17.7% | -$40.0M-16.8% | +$54.0M+37.5% | -1 employees-33.3% over 3Y | 0 accounts+0.0% over 3Y |
| 17. Broadwing Capital Advisors, INC. CRD 127513 · Corporation | LARKSPUR, CA | $148.0M Feb 2026 | +$28.3M+23.6% | — | — | +$28.3M+23.6% | +1 employees+100.0% over 1Y | -210 accounts-76.1% over 1Y |
| 18. Warm Springs Advisors INC. CRD 306501 · Corporation | LARKSPUR, CA | $131.3M Feb 2026 | — | — | — | -$6.7M-4.8% | 0 employees+0.0% over Total | +1 accounts+2.2% over Total |
| 19. Shepherd Street Advisors CRD 306021 · Limited Liability Company | LARKSPUR, CA | $126.2M Mar 2026 | — | — | — | +$18.7M+17.3% | 0 employees+0.0% over Total | +10 accounts+5.8% over Total |
| 20. Pmb Advisors CRD 137495 · Sole Proprietorship | LARKSPUR, CA | $117.2M Feb 2026 | +$7.3M+6.7% | +$12.0M+11.4% | +$5.9M+5.3% | +$66.3M+130.2% | 0 employees+0.0% over 3Y | +21 accounts+10.0% over 3Y |
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.