RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CORE INVESTMENT MANAGEMENT
CRD #157758 SAN DIEGO, CA
SEC
AUM
$55M
Employees
1
STERLING WOOD FINANCIAL LLC
CRD #108132 SAN MATEO, CA
SEC
AUM
$55M
Employees
10
PDV FINANCIAL MANAGEMENT
CRD #120205 LOS ANGELES, CA
SEC
AUM
$55.1M
Employees
5
HACKETHAL, GREGG, DESMOND
CRD #151428 SANTA BARBARA, CA
SEC
AUM
$55.1M
Employees
1
SPITFIRE CAPITAL LLC
CRD #143766 MILL VALLEY, CA
SEC Private Funds
AUM
$55.2M
Employees
4
PONDER, RANDALL SCOTT
CRD #113439 HALF MOON BAY, CA
SEC
AUM
$55.4M
Employees
1
KIT COLE INVESTMENT ADVISORY SERVICES
CRD #105018 SAN RAFAEL, CA
SEC
AUM
$55.8M
Employees
10
ZEFF HOLDING COMPANY, LLC
CRD #138873 SAN FRANCISCO, CA
SEC
AUM
$55.9M
Employees
5
HUSIC CAPITAL MANAGEMENT
CRD #105805 SAN FRANCISCO, CA
SEC Private Funds
AUM
$56.3M
Employees
1
FOUR CORNERS-MEYERHOFF INVESTMENT MANAGEMENT, LLC
CRD #139791 LOS ANGELES, CA
SEC
AUM
$56.4M
Employees
10
TANNER CAPITAL MANAGEMENT INC
CRD #107136 LONG BEACH, CA
SEC
AUM
$56.4M
Employees
5
WIN TEAM INSURANCE SERVICES, INC.
CRD #136680 IRVINE, CA
SEC
AUM
$56.6M
Employees
3
THE HEADLANDS GROUP, INC
CRD #105630 LARKSPUR, CA
SEC
AUM
$57M
Employees
1
ALPHA+ CAPITAL MANAGEMENT
CRD #110063 LONG BEACH, CA
SEC
AUM
$57M
Employees
5
AVERA GLOBAL PARTNERS, L.P.
CRD #116040 SAN FRANCISCO, CA
SEC
AUM
$57M
Employees
10
PACIFIC GLOBAL ADVISORS LLC
CRD #298187 NEWPORT BEACH, CA
SEC
AUM
$57.1M
Employees
5
CENTAUR PERFORMANCE GROUP, LLC
CRD #136172 RANCHO SANTA FE, CA
SEC Private Funds
AUM
$57.1M
Employees
8
CANYON MANAGEMENT COMPANY
CRD #105045 BEVERLY HILLS, CA
SEC
AUM
$57.8M
Employees
5
ROBERTSON STEPHENS ASSET MANAGEMENT, INC.
CRD #109639 SAN FRANCISCO, CA
SEC
AUM
$58M
Employees
10
CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
CRD #142180 VALENCIA, CA
SEC
AUM
$58.3M
Employees
3
LCM ADVISORY SERVICES, LLC
CRD #147980 SANTA ANA, CA
SEC
AUM
$58.6M
Employees
1
SAYE CAPITAL MANAGEMENT, L.P.
CRD #122560 SAN JUAN CAPISTRANO, CA
SEC
AUM
$58.6M
Employees
5
TAYLOR MARY CATHERINE
CRD #106021 OAKLAND, CA
SEC
AUM
$58.6M
Employees
5
MONTANA AVENUE CAPITAL PARTNERS, LLC
CRD #323969 LOS ANGELES, CA
SEC Private Funds
AUM
$58.7M
Employees
11
NWM FUND GROUP, LLC
CRD #169928 NAPA, CA
SEC
AUM
$58.8M
Employees
2