City
Wealth management firms in Foster City, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Foster City, California reported $72.7 billion in regulatory assets under management; the largest by assets was Ieq Capital, LLC, with $56.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $72.7 billion
- Average per firm
- $6.6 billion
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ieq Capital, LLC | SEC | $56.8 billion | 2,309 |
| 2 | Bailard, Inc. | SEC | $7.6 billion | 2,825 |
| 3 | Team Hewins, LLC | SEC | $4.0 billion | 2,260 |
| 4 | Summitry, LLC | SEC | $3.4 billion | 4,031 |
| 5 | Neumann Capital Management | SEC | $630.3 million | 609 |
| 6 | Knuff & Company LLC | SEC | $393.9 million | 28 |
| 7 | Graystone Advisor, LLC | State | $28.5 million | 89 |
| 8 | Tianhu Investments | State | $21.0 million | 7 |
| 9 | Cowan Capital Advisors | State | $15.0 million | 16 |
| 10 | Tranquil Asset Management LLC | State | $14.3 million | 17 |
| 11 | Inside Arbitrage Advisors, LLC | State | $3.8 million | 11 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.