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Largest RIA Firms in Sausalito, California by AUM

Explore registered investment advisers headquartered in Sausalito, California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 9 firms with $156.9B in total reported AUM and median AUM of $436.2M.

Firms

Matching current profiles

Total AUM

$156.9B

Reported regulatory AUM

Median AUM

$436.2M

Across firms with AUM

Largest firm

$152.1B

Aperio Group, 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. Aperio Group, LLC CRD 111616 · Limited Liability Company	SAUSALITO, CA	$152.1B Apr 2026	+$40.7B+36.5%	+$97.6B+178.9%	+$110.6B+266.4%	+$150.1B+7266.0%	+58 employees+38.7% over 3Y	+21,584 accounts+175.2% over 3Y
2. Revelation Capital Management, LLC CRD 171114 · Limited Liability Company	SAUSALITO, CA	$2.3B May 2026	+$728.1M+45.8%	+$1.3B+123.9%	+$1.6B+239.3%	+$2.1B+1139.5%	+9 employees+100.0% over 3Y	+3 accounts+75.0% over 3Y
3. Caldwell Sutter Capital, INC. CRD 10489 · Corporation	SAUSALITO, CA	$605.7M Apr 2026	+$34.6M+6.1%	+$305.9M+102.1%	+$370.4M+157.5%	+$507.6M+517.6%	-2 employees-10.5% over 3Y	+690 accounts+123.4% over 3Y
4. Vert Asset Management LLC CRD 288445 · Limited Liability Company	SAUSALITO, CA	$464.4M Jan 2026	+$115.8M+33.2%	+$288.7M+164.3%	+$423.1M+1025.0%	—	0 employees+0.0% over 3Y	+1 accounts+100.0% over 3Y
5. Westend Capital Management, LLC. CRD 120545 · Limited Liability Company	SAUSALITO, CA	$436.2M Mar 2026	+$88.1M+25.3%	+$241.8M+124.3%	+$336.6M+338.1%	+$202.8M+86.9%	0 employees+0.0% over 3Y	+204 accounts+76.7% over 3Y
6. Delta Accumulation, LLC CRD 286434 · Limited Liability Company	SAUSALITO, CA	$332.1M Mar 2026	+$105.3M+46.4%	—	—	+$105.3M+46.4%	0 employees+0.0% over 1Y	-2 accounts-22.2% over 1Y
7. Prospect Capital Advisors, LLC CRD 119531 · Limited Liability Company	SAUSALITO, CA	$309.4M Mar 2026	+$21.3M+7.4%	-$81.5M-20.8%	-$154.3M-33.3%	+$18.9M+6.5%	+1 employees+33.3% over 3Y	-1 accounts-25.0% over 3Y
8. Verity Wealth Advisors, LLC CRD 126742 · Limited Liability Company	SAUSALITO, CA	$278.5M Jan 2026	+$60.7M+27.9%	+$76.6M+37.9%	+$76.7M+38.0%	+$156.7M+128.7%	0 employees+0.0% over 3Y	-92 accounts-63.9% over 3Y
9. Ai Funds CRD 328886 · Corporation	SAUSALITO, CA	$2.1M Apr 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

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.