RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
720 CAPITAL MANAGEMENT, LLC
CRD #109408 SANTA BARBARA, CA
SEC
AUM
$52.9M
Employees
5
RBR CAPITAL MANAGEMENT, L.P.
CRD #136303 EL SEGUNDO, CA
SEC
AUM
$53M
Employees
5
STRATEGIC CAPITAL MANAGEMENT INC
CRD #111475 GLENDORA, CA
SEC
AUM
$53M
Employees
1
STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC.
CRD #123875 PALM DESERT, CA
SEC
AUM
$53.1M
Employees
5
FORTUNA ASSET MANAGEMENT LLC
CRD #106897 NEWPORT BEACH, CA
SEC Private Funds
AUM
$53.2M
Employees
1
MANAGEMENT ACTIVITIES
CRD #151726 LONG BEACH, CA
SEC
AUM
$53.2M
Employees
1
SANTA BARBARA ADVISORS, INC.
CRD #134239 SANTA BARBARA, CA
SEC
AUM
$53.3M
Employees
1
BEYOND WEALTH ADVISORY LLC
CRD #326675 SOUTH SAN FRANCISCO, CA
SEC
AUM
$53.3M
Employees
2
BAKER STREET CAPITAL MANAGEMENT, LLC
CRD #160775 LOS ANGELES, CA
Private Funds
AUM
$53.5M
Employees
3
BLEECK FINANCIAL MANAGEMENT, INC.
CRD #132124 BURLINGAME, CA
SEC
AUM
$53.6M
Employees
1
R.J. HEALY & COMPANY
CRD #134470 LAFAYETTE, CA
SEC
AUM
$53.6M
Employees
1
BOWEN JOHN CHARLES
CRD #106448 CORONADO, CA
SEC
AUM
$53.7M
Employees
1
PLANTOOLS, LLC
CRD #123101 EMERYVILLE, CA
SEC
AUM
$54M
Employees
5
ELY PRUDENT PORTFOLIOS, LLC
CRD #142681 CHICO, CA
SEC
AUM
$54.2M
Employees
1
NET EQUITY INSURANCE & INVESTMENTS, INC.
CRD #108444 BURLINGAME, CA
SEC
AUM
$54.4M
Employees
10
MCCOMSEY ASSET MANAGEMENT, LLC
CRD #138223 LOS ANGELES, CA
SEC Private Funds
AUM
$54.4M
Employees
1
CAPITAL STRATEGIES & INVESTMENTS, INC.
CRD #112813 SAN FRANCISCO, CA
SEC
AUM
$54.5M
Employees
1
QUEST CAPITAL STRATEGIES, INC.
CRD #16783 LAKE FOREST, CA
SEC Disclosures
AUM
$54.6M
Employees
7
ALM ADVISORS, INC.
CRD #112350 PASADENA, CA
SEC
AUM
$54.6M
Employees
1
MONOCOT WEALTH MANAGEMENT, LLC
CRD #282687 WESTLAKE VILLAGE, CA
SEC
AUM
$54.9M
Employees
2
CONVERGENT WEALTH ADVISORS, LLC
CRD #143719 CALIFORNIA, CA
Private Funds
AUM
$54.9M
Employees
2
IRI INVESTMENT, LLC
CRD #114699 IRVINE, CA
SEC
AUM
$55M
Employees
5
MONT PELERIN CAPITAL, LLC
CRD #139020 IRVINE, CA
Private Funds
AUM
$55M
Employees
5
TECHNOVISION MANAGEMENT LLC
CRD #138984 LOS ALTOS, CA
SEC
AUM
$55M
Employees
5
JOHNSON LYNDA ANN
CRD #104835 PACIFIC GROVE, CA
SEC
AUM
$55M
Employees
1