RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SAYE CAPITAL MANAGEMENT, LP
CRD #161771 RANCHO PALOS VERDES, CA
Private Funds
AUM
$83.3M
Employees
6
WAITE & ASSOCIATES LLC
CRD #108169 LOS ANGELES, CA
SEC
AUM
$84.3M
Employees
10
CORINTHIAN WEALTH MANAGEMENT, INC.
CRD #312196 SAN JOSE, CA
SEC Disclosures
AUM
$84.4M
Employees
3
HOYLECOHEN, INC.
CRD #109429 SAN DIEGO, CA
SEC
AUM
$84.5M
Employees
--
STRATIFI, LLC
CRD #149862 SAN FRANCISCO, CA
SEC
AUM
$84.8M
Employees
11
NELSON ANDREW FINANCIAL SERVICES LLC
CRD #108315 IRVINE, CA
SEC
AUM
$85M
Employees
5
ALEXANDER & MUCKERMANN
CRD #105803 SAN DIEGO, CA
SEC
AUM
$85.7M
Employees
5
ROHER, MARTIN S.
CRD #159608 SAN FRANCISCO, CA
SEC Private Funds
AUM
$85.7M
Employees
1
STEWART J INVESTMENTS
CRD #105379 SAN FRANCISCO, CA
SEC
AUM
$86.5M
Employees
10
AVP ADVISORS, LLC
CRD #154269 SHERMAN OAKS, CA
SEC Private Funds
AUM
$86.6M
Employees
4
RUBIN/CHAMBERS, DUNHILL INSURANCE SERVICES, INC.
CRD #115040 BEVERLY HILLS, CA
SEC
AUM
$87M
Employees
--
STEPHAN TOW AND ASSOCIATES INSURANCE SERVICES INC.
CRD #134453 SHERMAN OAKS, CA
SEC
AUM
$87.1M
Employees
5
HEFFERNAN INVESTMENT ADVISORS, INC.
CRD #118369 SAN FRANCISCO, CA
SEC Disclosures
AUM
$87.3M
Employees
1
ROSEN REAL ESTATE SECURITIES LLC
CRD #133409 BERKELEY, CA
SEC
AUM
$87.5M
Employees
10
HFMC CAPITAL, LLC
CRD #162668 LA JOLLA, CA
Private Funds
AUM
$87.7M
Employees
10
TORO INVESTMENT PARTNERS, LP
CRD #159095 SAN FRANCISCO, CA
SEC Private Funds
AUM
$87.9M
Employees
3
REFLOW MANAGEMENT CO., LLC
CRD #136130 SAN FRANCISCO, CA
SEC
AUM
$88M
Employees
--
DAVID N. SHORE
CRD #113582 LARKSPUR, CA
SEC
AUM
$88M
Employees
5
CALIFORNIA RETIREMENT PLANNERS GROUP, INC.
CRD #125337 LOS ANGELES, CA
SEC
AUM
$88M
Employees
10
PREMIER FINANCIAL PLANNING, LLP
CRD #130496 ESCONDIDO, CA
SEC
AUM
$88.3M
Employees
5
7 STREETS FINANCIAL, LLC
CRD #282577 SAN DIEGO, CA
SEC
AUM
$88.4M
Employees
5
LEONARD WEALTH MANAGEMENT, INC.
CRD #119719 REDONDO BEACH, CA
SEC
AUM
$88.4M
Employees
5
WEALTHCARE ALLIANCE, INC.
CRD #127470 WESTLAKE VILLAGE, CA
SEC
AUM
$88.8M
Employees
6
SLRA, INC.
CRD #170554 DANVILLE, CA
Private Funds
AUM
$88.9M
Employees
2
BERGER & ASSOCIATES LLC
CRD #108487 BEVERLY HILLS, CA
SEC
AUM
$88.9M
Employees
5