IEQ Capital, LLC

RIASEC RegisteredEst. 2019

Total AUM

$56.8B

Discretionary

$46.2B

81% of AUM

Avg account

$24.6M

Accounts

2,309

Employees

266

Advisory reps

198

Firm details

Headquarters: Foster City, California
CRD number: 301819
Registered since: May 14, 2019
Website: ieqcapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.6%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IEQ Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, selection of other advisers, and educational seminars. Its fee model combines percentage-of-AUM and fixed-fee arrangements. IEQ identifies as an active ESG investor and is set up as a limited liability company that began SEC registration in 2019. The firm has been recognized repeatedly by industry outlets, appearing on Barron’s Top 100 RIA list for multiple years (2021–2025), on Forbes’ lists (America’s Top RIA Firms in 2023 and Top RIA Firms in 2024), and was named one of AdvisorHub’s 50 RIA Firms to Watch in 2026. As a capital allocator, IEQ uses third-party managers when implementing alternatives and selecting specialist strategies for clients.