Ashfield Capital Partners

Ashfield Capital Partners (CRD# 142580) is a financial advisory firm headquartered in San Francisco, CA. They manage $2,020,345,668 in 432 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,020
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $4,676,726
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Ashfield Capital Partners
Showing 1 - 9 of 9 top financial advisors.
1
Lyman D. Howard
CRD#: 4277569
801 Montgomery Street, Suite 200, San Francisco, CA 94133
96
Wealthminder
score

Lyman Howard (CRD# 4277569) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 17 years of experience in the finance industry. Lyman Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory M. Jones
CRD#: 1051895
801 Montgomery Street, Suite 200, San Francisco, CA 94133
96
Wealthminder
score

Gregory Jones (CRD# 1051895) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 35 years of experience in the finance industry.

3
James S. Lauck
CRD#: 1969042
801 Montgomery Street, Suite 200, San Francisco, CA 94133
96
Wealthminder
score

James Lauck (CRD# 1969042) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 27 years of experience in the finance industry.

4
Marc W. Lieberman
CRD#: 2809763
801 Montgomery Street, Suite 200, San Francisco, CA 94133
96
Wealthminder
score

Marc Lieberman (CRD# 2809763) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 20 years of experience in the finance industry.

5
Pragna D. Shere
CRD#: 5783729
801 Montgomery Street, Suite 200, San Francisco, CA 94133
96
Wealthminder
score

Pragna Shere (CRD# 5783729) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 7 years of experience in the finance industry.

6
Adrian R. Fadrhonc
CRD#: 4404882
801 Montgomery Street, Suite 200, San Francisco, CA 94133
93
Wealthminder
score

Adrian Fadrhonc (CRD# 4404882) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 11 years of experience in the finance industry.

7
Peter A. Johnson
CRD#: 260011
801 Montgomery Street, Suite 200, San Francisco, CA 94133
93
Wealthminder
score

Peter Johnson (CRD# 260011) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 26 years of experience in the finance industry.

8
John S. Thornborrow
CRD#: 2488976
801 Montgomery Street, Suite 200, San Francisco, CA 94133
93
Wealthminder
score

John Thornborrow (CRD# 2488976) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has over 23 years of experience in the finance industry.

9
Anthony S. Hooker
CRD#: 842869
801 Montgomery Street, Suite 200, San Francisco, CA 94133
87
Wealthminder
score

Anthony Hooker (CRD# 842869) is an Investment Advisor Representative working at Ashfield Capital Partners in San Francisco, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.