Rialytix insights
Largest RIA Firms in Larkspur, California by AUM
Explore registered investment advisers headquartered in Larkspur, California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 18 firms with $39.0B in total reported AUM and median AUM of $399.5M.
Firms
18
Matching current profiles
Total AUM
$39.0B
Reported regulatory AUM
Median AUM
$399.5M
Across firms with AUM
Largest firm
$14.3B
Tsg Consumer Partners LP
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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. Redmile Group CRD 143606 · Limited Liability Company | LARKSPUR, CA | $4.7B Aug 2026 | -$133.9M-2.8% | -$2.5B-35.0% | -$9.6B-67.2% | +$4.3B+1008.7% | -8 employees-21.1% over 3Y | -1 accounts-3.7% over 3Y |
| 4. 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 |
| 5. Raub Brock Capital Management, LP CRD 153994 · Limited Partnership | LARKSPUR, CA | $2.9B Oct 2026 | -$295.8M-9.2% | +$116.0M+4.1% | +$300.8M+11.4% | +$2.7B+1243.9% | +1 employees+12.5% over 3Y | -368 accounts-5.5% over 3Y |
| 6. Tensile Capital Management LP CRD 164161 · Limited Partnership | LARKSPUR, CA | $1.8B Oct 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. Greenstone Partners, LLC CRD 136566 · Limited Liability Company | LARKSPUR, CA | $499.3M Jun 2026 | +$73.0M+17.1% | — | — | +$279.6M+127.2% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 10. 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 |
| 11. Tamalpais Asset Management CRD 301017 · Limited Liability Company | LARKSPUR, CA | $262.5M Aug 2026 | +$53.0M+25.3% | — | — | +$53.0M+25.3% | +3 employees+60.0% over 1Y | +7 accounts+1.0% over 1Y |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. 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 |
| 18. 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 sufficient historical filing data is unavailable for the lookback period.