RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
EXOS ADVISORS, LLC
CRD #151631 SAN FRANCISCO, CA
SEC
AUM
$75M
Employees
10
PREMIER FINANCIAL MANAGEMENT, LLC
CRD #126103 EL SEGUNDO, CA
SEC
AUM
$75M
Employees
5
LEGACY FINANCIAL GROUP, LLC
CRD #115901 TORRANCE, CA
SEC
AUM
$75.4M
Employees
9
SABAL CAPITAL MANAGEMENT, LLC
CRD #154146 SANTA MONICA, CA
SEC Private Funds
AUM
$75.4M
Employees
3
LUCRUM CAPITAL, LLC
CRD #128407 SAN FRANCISCO, CA
SEC
AUM
$75.5M
Employees
5
FRANCIS CAPITAL MANAGEMENT, LLC
CRD #130165 SANTA MONICA, CA
SEC Private Funds
AUM
$75.7M
Employees
4
TAMALPAIS ASSET MANAGEMENT, L.P.
CRD #141286 SAUSALITO, CA
SEC
AUM
$75.8M
Employees
6
TRIATTO CAPITAL MANAGEMENT, L.P.
CRD #139084 SAN FRANCISCO, CA
SEC
AUM
$76.2M
Employees
5
CROCKER SECURITIES LLC
CRD #119523 WALNUT CREEK, CA
SEC
AUM
$76.4M
Employees
--
OKLO FINANCIAL, LLC
CRD #127435 SAN RAFAEL, CA
SEC
AUM
$76.5M
Employees
1
BB&R WEALTH MANAGEMENT, INC.
CRD #125918 WALNUT CREEK, CA
SEC
AUM
$76.5M
Employees
5
CLARK AARON COHEN
CRD #105148 LOS ANGELES, CA
SEC
AUM
$76.5M
Employees
2
TRIAD INVESTMENT MANAGEMENT, LLC
CRD #146786 NEWPORT BEACH, CA
SEC
AUM
$76.9M
Employees
2
WANDA L. HERSHBERGER
CRD #113822 BREA, CA
SEC
AUM
$77M
Employees
5
TAMALPAIS MANAGEMENT GROUP, L.P.
CRD #132020 MILL VALLEY, CA
SEC
AUM
$77M
Employees
5
CROSSPOINT CAPITAL STRATEGIES, LLC
CRD #150212 ORINDA, CA
SEC
AUM
$77M
Employees
2
STONERISE CAPITAL MANAGEMENT, LLC
CRD #156747 SAN FRANCISCO, CA
Private Funds
AUM
$77M
Employees
2
HENNEY WEALTH MANAGEMENT INC.
CRD #154824 LOS ANGELES, CA
SEC Disclosures
AUM
$77M
Employees
1
KPLANS INVESTMENT SERVICES, INC.
CRD #135704 VALENCIA, CA
SEC
AUM
$77.5M
Employees
5
O.C. GROUP, INC.
CRD #111897 CITRUS HEIGHTS, CA
SEC
AUM
$77.9M
Employees
10
THALASSA CAPITAL LLC
CRD #139707 SANTA MONICA, CA
SEC
AUM
$78.1M
Employees
3
WELZ FINANCIAL SERVICES, INC.
CRD #144489 STOCKTON, CA
SEC
AUM
$78.3M
Employees
1
INDEPENDENT FINANCIAL ADVISORS LLC
CRD #109404 RIVERSIDE, CA
SEC
AUM
$78.4M
Employees
1
JACOB ASSET MANAGEMENT OF NEW YORK LLC
CRD #112006 HERMOSA BEACH, CA
SEC
AUM
$78.5M
Employees
4
BROXTON CAPITAL ADVISORS
CRD #136914 LOS ANGELES, CA
SEC
AUM
$78.8M
Employees
1