City
Wealth management firms in Tiburon, California
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Tiburon, California reported $1.1 billion in regulatory assets under management; the largest by assets was Gencap Portfolio Management, with $420.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $97.8 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gencap Portfolio Management | SEC | $420.4 million | 552 |
| 2 | Ring Mountain Capital, LLC | SEC | $222.1 million | 1,059 |
| 3 | Baer Investment Advisory LLC | SEC | $119.0 million | 80 |
| 4 | Shorepine Wealth Management, LLC | State | $70.8 million | 212 |
| 5 | Itero Capital, LLC | State | $61.2 million | 14 |
| 6 | Fata Financial | State | $50.5 million | 44 |
| 7 | Vendome Capital Management LLC | State | $50.0 million | 1 |
| 8 | Tiburon Financial Advisors, Inc. | State | $40.6 million | 21 |
| 9 | Ridley Asset Management, LLC | State | $15.5 million | 30 |
| 10 | Probert Investment Advisers, LLC | State | $15.3 million | 4 |
| 11 | Tinderwealth | SEC | $10.0 million | 7 |
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.