Ranked by Bay Area assets under management for individual clients. Capital Advantage has surpassed $700 million in assets under management, cementing its spot as the largest wealth management firm in Lamorinda and in the Top 50 in the entire Bay Area.*
*Wealth management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services. SF Business Times Top 50, 5-4-18.