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Investment Companies in Alameda, CAComprehensive list of Alameda, California based firms, advisors and managers offering personal and business investment services. |
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| Phocas Financial | ![]() | (510) 523-5800 |
Phocas Financial selects and manages equity investments for institutional investors, individuals and investment advisors. We strive to provide attractive long-term returns with low turnover and moderate risk. For investors searching for better long term returns than offered by the huge cap market, Phocas Financial offers tiny cap value equities portfolios. phocasfinancial.com 980 Atlantic Avnue # 106, 94501 | ![]() |
| A Thomas Beatty | ![]() | (510) 530-2686 |
3.14 milesOur goal is to supply individual, caring and knowledgeable advice to assist you clarify aims realize dreams. We'll sit down with you and really get to know who you are and where you... archetypefinancial.com 4035 Brown Avnue, 94619 | ![]() |
| AEGIS Capital Management | ![]() | (510) 655-9333 |
3.14 milesWe supply intelligent, comprehensive financial management tailored specifically to our customers unique requirements and circumstances. At Aegis Capital Management, we emphasize customer... www.aegiscapital.com | ![]() |
| ING Financial Partners | ![]() | (510) 444-4789 |
3.14 milesBuilding and managing a successful investment program requires a significant amount of time and attention. John can assist you determine which of the many investment opportunities in... www.johnreising.com 1300 Clay Strt Suite 600, 94612 | ![]() |
| DHR Investment Counsel | ![]() | (510) 596-2580 |
3.14 milesDavis H. Riemer and Louise Rothman-Riemer, motivated by their vision of the value of a collaborative approach to fullfilling customers' goals, combined their careers in financial services... dhrcounsel.com 5435 College Av # 200, 94618 | ![]() |
| Bell Investment Advisors | ![]() | (510) 433-1066 |
3.14 milesAt Bell Investment Advisors, performance is what matters most. Since our inception in 1991 we currently have brought performance into every conversation. Does your investment advisor... bellinvest.com 1111 Broadway # 2130, 94607 | ![]() |
| Errold Moody | ![]() | (510) 352-4127 |
5.44 miles1/You are bound to learn something here- though it assuredly will require extensive reading and thinking. the reason why investors and planning customers of most companies lost 40%... www.efmoody.com 2295 Wave 133, 94577 | ![]() |
| Social Equity Group | ![]() | (510) 644-9484 |
7.54 milesThe Social Equity Group SEG is a Registered Investment Advisory company specializing in socially responsible investments. We have been delivering socially responsible money management... socialequity.com 2550 Ninth Strt # 204A, 94710 | ![]() |
| Financial Connections Group | ![]() | (510) 849-4667 |
7.54 milesManaging your finances today, let alone planning for what tomorrow may bring, does not happen automatically - or easily. Squeezed by the requirements of daily life, you may know the... www.financialconnections.com 2608 Ninth Strt # 302, 94710 | ![]() |
| JMR Capital Management | ![]() | (510) 525-1125 |
7.54 milesJMR Capital Management is an asset fee based independent investment advisor registered with the California Department of Corporations and the FINRA/IARD division of the SEC. We have... jmrcap.com 2936 Domingo Aven, 94705 | ![]() |
| Sabrina Julian Investment Service | ![]() | (925) 247-0274 |
7.78 milesCarefully planning your retirement takes more than just saving money and several luck! You need someone who is a financial professional and supplier of portfolio reviews, investing,... www.sabrinajulian.com 346 Rheem Blvd, 94556 | ![]() |
| Foothill Securities | ![]() | (510) 526-6121 |
9.11 milesOur mission is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We will assist you acquire the information you need to pursue... froshmanfinancial.com 400 Evelyn Avnue, 94706 | ![]() |
| Rochdale Investment Management | ![]() | (415) 477-2544 |
9.72 milesRochdale Investment Management welcomes you to our Web site. As it is our mission to supply you with comprehensive service regarding your investment requirements, this Web site enhances... rochdale.com 120 Montgomery Str # 2150, 94104 | ![]() |
| Montgomery | ![]() | (415) 962-4560 |
9.72 milesMontgomery & Co. is a leading investment banking company that supplies a huge array of services to growth firms worldwide. As one of the W coast's premier investment banking firms,... monty.com 201 Clay Strt, 94111 | ![]() |
| Advisor Partners | ![]() | (415) 477-9977 |
9.72 milesAdvisor Partners creates comprehensive investment portfolios and manages customer accounts on behalf of the professional investment advisor. At Advisor Partners, we trust that the independent... www.advisorpartners.com 45 Belden Pl # 2, 94104 | ![]() |
| Rutberg | ![]() | (415) 371-1186 |
9.72 milesRutberg & Company is a research-centric investment bank focused exclusively on delivering M&A advisory services to both private and public firms, and raising mid to late stage capital... www.rutbergco.com 351 California Str # 1100, 94104 | ![]() |
| CCM Partners | ![]() | (415) 398-2727 |
9.72 milesCalifornia Investment Trust Fund Group-established in 1985-continues its tradition of combining customer-centered service with cost-efficient investment management. We feature a diversified... caltrust.com 44 Montgomery Str # 2100, 94104 | ![]() |
| Partech | ![]() | (415) 788-2929 |
9.72 milesEstablished in 1982, Partech International is a leading global venture capital company with offices in the U.S., Europe and Israel. Specific areas where we invest include Software &... www.partechinternational.com 50 California St # 3200, 94111 | ![]() |
| Roberts & Ryan Investments | ![]() | (415) 956-2000 |
9.72 milesI formed this firm to give all investors the same judgment and investment-making skills provided over the past fifteen years to major Bay Area-based corporations and shareholders. Less... www.robertsryan.net 57 Post Str # 614, 94104 | ![]() |
| Alternative Investments | ![]() | (415) 956-6300 |
9.72 milesLombard is a major international private equity investment director with offices in Bangkok, Hong Kong, and San Francisco, and extensive working relationships in Manila, Ho Chi Minh... www.lombardinvestments.com 505 Montgomery Str # 11, 94111 | ![]() |
| Gibson Group Advisors | ![]() | (415) 788-2400 |
9.72 milesGibson Group Advisors is headquartered in the financial district of San Francisco and is focused on investing capital for private individuals and tiny institutions. We target our resources... www.gibsonadvisors.com 425 California Strt # 1700, 94104 | ![]() |
| Ivy Asset Management | ![]() | (415) 490-3400 |
9.72 milesUse of this web page is governed by the User Agreement. The content contained on this site is believed to be accurate at the time it was posted, but is offered to consumers AS IS without... ivyasset.com 1 Embarcadero Center, 94111 | ![]() |
| Main Management | ![]() | (415) 217-5800 |
9.72 milesA pioneer in managing all-ETF Exchange Traded Fund portfolios, Main Management is dedicated to providing transparent, cost-efficient, and customized investment solutions to high net... www.mainmgt.com 601 California Str # 615, 94108 | ![]() |
| Jmp Securities | ![]() | (415) 263-1333 |
9.72 milesJMP Securities is a complete-service investment bank that supplies equity research, institutional brokerage and investment banking services to private and public growth firms and their... jmpsecurities.com 600 Montgomery Strt # 1100, 94111 | ![]() |
| Sterling Johnson Capital MGMT | ![]() | (415) 477-2300 |
9.72 milesScott Sterling Johnston is the architect of an investment style that has consistently produced industry-competitive investment returns for over three decades. Sterling Johnston Capital... www.sterlingjohnston.com 50 California Strt # 3325, 94111 | ![]() |
| Gryphon Investors | ![]() | (415) 217-7400 |
9.72 milesWe actively seek out investments in the attractive lower-end segment of the middle market. We have a focused approach on specific industry sectors that enables us to engage in a thoughtful... www.gryphoninvestors.com 1 Market Plz # 2400, 94105 | ![]() |
| Parnassus Fund | ![]() | (415) 778-0201 |
9.72 milesAt Parnassus Investments, we take a hands-on approach to investing, searching for undervalued firms with nice businesses. The Parnassus philosophy is that firms with ethical business... www.parnassus.com 1 Market St # 1600, 94105 | ![]() |
| Housatonic Partners | ![]() | (415) 955-9020 |
9.72 milesWe invest in growing, profitable firms in the recurring services, media and communications industries. We have partnered with exceptional management teams in more than 50 tiny to medium... www.housatonicpartners.com 44 Montgomery St # 4010, 94104 | ![]() |
| Swander Pace Capital | ![]() | (415) 477-8500 |
9.72 milesSwander Pace Capital is a leading private equity company specializing in investments in growth-oriented, lower middle-market consumer products firms. We invite you to learn about our... spcap.com 345 California Str # 2550, 94104 | ![]() |
| Probitas Partners | ![]() | (415) 402-0700 |
9.72 milesProbitas Partners is a leading independent knowledge, innovation and solutions supplier to private markets customers. It has three integrated global practices that include placement... probitaspartners.com 425 California St # 2300, 94104 | ![]() |
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- Oakland CA - 3.1 mi
- San Leandro CA - 5.4 mi
- Berkeley CA - 7.5 mi
- Moraga CA - 7.8 mi
- Albany CA - 9.1 mi
- San Francisco CA - 9.7 mi
- Lafayette CA - 11.4 mi
- Richmond CA - 13.1 mi
- Walnut Creek CA - 13.7 mi
- Danville CA - 13.7 mi
- San Mateo CA - 14.7 mi
- Sausalito CA - 14.8 mi
- Belvedere Tiburon CA - 15.3 mi
- San Ramon CA - 15.8 mi
- Corte Madera CA - 19.1 mi
- Redwood City CA - 19.3 mi
- Larkspur CA - 19.8 mi
- San Rafael CA - 21.3 mi
- Menlo Park CA - 21.7 mi
- Palo Alto CA - 23.0 mi








