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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management . Founded in Los Angeles , California in 1931, it is privately held and has offices around the globe in the Americas , Asia , Australia and Europe .

  3. Category : Financial services companies based in California

    en.wikipedia.org/wiki/Category:Financial...

    Pages in category "Financial services companies based in California" The following 97 pages are in this category, out of 97 total. This list may not reflect recent changes .

  4. Dimensional Fund Advisors - Wikipedia

    en.wikipedia.org/wiki/Dimensional_Fund_Advisors

    Dimensional maintains additional U.S. offices in Charlotte, North Carolina and Santa Monica, California. The company's founders studied at the University of Chicago under Eugene Fama. Kenneth French is co-chair of the firm's investment research committee. [6] DFA's investment strategy is based on application of the efficient market hypothesis. [7]

  5. City National Bank (California) - Wikipedia

    en.wikipedia.org/.../City_National_Bank_(California)

    The bank had total assets of $91 billion (as of June 1, 2022). [4] It offers a full complement of banking, trust and investment services through 75 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Minneapolis, Nashville, Washington, DC and Atlanta. [4]

  6. Golden Gate Capital - Wikipedia

    en.wikipedia.org/wiki/Golden_Gate_Capital

    Golden Gate Capital is an American private equity firm based in San Francisco.The firm makes investments in a number of select industries, including technology, financial services, retail and industrial, through leveraged buyout transactions, as well as significant minority purchases and growth capital investments.

  7. Clearlake Capital - Wikipedia

    en.wikipedia.org/wiki/Clearlake_Capital

    Clearlake Capital Partners III 2013 785 Clearlake Capital Partners IV 2015 1,380 Clearlake Opportunities Partners 2016 600 Clearlake Capital Partners V 2018 3,600 Clearlake Opportunities Partners II 2019 1,400 Clearlake Capital Partners VI 2020 7,000 Clearlake Opportunities Partners III [14] 2022 2,500 Clearlake Capital Partners VII [15] 2022 ...

  8. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  9. Wedbush Securities - Wikipedia

    en.wikipedia.org/wiki/Wedbush_Securities

    Wedbush Securities Inc. is a privately held financial services firm based in Los Angeles. [2] As of January 2024, the firm had $4.5 billion under management with 9,055 clients. [3] Wedbush operates three divisions: Wealth Management, Investment Banking & Capital Markets, and Clearing & Execution. [citation needed]

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