RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BLUM CAPITAL PARTNERS LP
CRD #106226 SAN FRANCISCO, CA
SEC Private Funds
AUM
$70.7M
Employees
12
JAFFE ASSET MANAGEMENT LLC
CRD #108082 BEVERLY HILLS, CA
SEC
AUM
$70.8M
Employees
1
DOWSE SECURITIES MANAGEMENT CORP
CRD #107331 NAPA, CA
SEC
AUM
$71M
Employees
1
HOMEWOOD CAPITAL MANAGEMENT, INC.
CRD #134542 DANVILLE, CA
SEC
AUM
$71.1M
Employees
1
PACIFIC ADVISORY CAPITAL GROUP, LLC
CRD #297601 LOS ANGELES, CA
SEC
AUM
$71.1M
Employees
3
BARDIN FINANCIAL SERVICES INC
CRD #108494 JACKSON, CA
SEC
AUM
$71.5M
Employees
6
NEW SHERIDAN ADVISORS, INC.
CRD #150140 NEWPORT BEACH, CA
SEC
AUM
$72M
Employees
1
GSG CAPITAL ADVISORS, LLC
CRD #130179 CARLSBAD, CA
SEC Private Funds
AUM
$72.2M
Employees
1
FABIAN FINANCIAL SERVICES INC
CRD #104758 NEWPORT BEACH, CA
SEC
AUM
$72.3M
Employees
10
HUMPHREYS HENRIETTA GROUP
CRD #104657 SAN FRANCISCO, CA
SEC
AUM
$72.6M
Employees
5
WESTBOURNE CAPITAL MANAGEMENT LLC
CRD #108735 LOS ANGELES, CA
SEC
AUM
$72.8M
Employees
5
PRESCIENT CAPITAL LLC
CRD #109407 SAN FRANCISCO, CA
SEC
AUM
$72.9M
Employees
5
ASSET PRESERVATION STRATEGIES, INC.
CRD #113516 SAN DIEGO, CA
SEC
AUM
$73M
Employees
1
MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD #132553 LA JOLLA, CA
SEC
AUM
$73.2M
Employees
3
BERGQUIST WANG, LLC
CRD #167570 SANTA BARBARA, CA
SEC
AUM
$73.5M
Employees
4
LIBERTY GROUP, LLC
CRD #114110 OAKLAND, CA
SEC
AUM
$73.8M
Employees
5
ACCOUNTANTS FINANCIAL ALLIANCE, INC.
CRD #109187 CALABASAS, CA
SEC
AUM
$73.9M
Employees
10
SHORR ALAN LEE
CRD #110006 CALABASAS, CA
SEC
AUM
$73.9M
Employees
5
STRATA CAPITAL MANAGEMENT LP
CRD #140700 BEVERLY HILLS, CA
SEC Private Funds
AUM
$74M
Employees
6
MARKS THERIOT WALSTON & COMPANY, INC.
CRD #152694 LOS ANGELES, CA
SEC
AUM
$74.1M
Employees
1
FOX, ROGER BENNETT
CRD #129367 ENCINO, CA
SEC
AUM
$74.2M
Employees
2
QUANTUM WEALTH MANAGEMENT LLC
CRD #136213 CULVER CITY, CA
SEC
AUM
$74.2M
Employees
5
CAMERON, MURPHY & SPANGLER, INC.
CRD #6864 PASADENA, CA
SEC Disclosures
AUM
$74.3M
Employees
1
SEEL & WRIGHT, LLC
CRD #114076 PLEASANT HILL, CA
SEC
AUM
$74.5M
Employees
1
LAVA CREEK CAPITAL MANAGEMENT, LLC
CRD #165536 SAN FRANCISCO, CA
SEC
AUM
$74.6M
Employees
2