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 16 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 34 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 26 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 19 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 6 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 10 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 25 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 22 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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