RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GLAZE CAPITAL MANAGEMENT, INC.
CRD #111885 LOS ALTOS, CA
SEC
AUM
$95.6M
Employees
1
BEVERLY INVESTMENT ADVISORS LLC
CRD #124038 BEVERLY HILLS, CA
SEC
AUM
$95.6M
Employees
1
CONCENTRIC CAPITAL LLC
CRD #150141 BEVERLY HILLS, CA
SEC
AUM
$95.8M
Employees
1
UNITED CAPITAL INVESTMENT ADVISERS, INC
CRD #134627 NEWPORT BEACH, CA
SEC
AUM
$96M
Employees
10
GREENE, FRANK PERRY
CRD #113509 CORTE MADERA, CA
SEC
AUM
$96.2M
Employees
5
CHARLESWORTH & RUGG INC
CRD #104839 WOODLAND HILLS, CA
SEC
AUM
$96.5M
Employees
8
DELAROCHE & CO INC
CRD #110073 GLENDALE, CA
SEC Private Funds
AUM
$96.6M
Employees
1
PACIFIC RIM CAPITAL MANAGEMENT, LLC
CRD #288857 IRVINE, CA
SEC Private Funds
AUM
$97M
Employees
6
MERIDIAN CAPITAL MANAGEMENT INC
CRD #108131 SEAL BEACH, CA
SEC
AUM
$97M
Employees
1
GLT WEALTH ADVISORS INC
CRD #109102 CARLSBAD, CA
SEC
AUM
$97M
Employees
5
VALUE MONITORING, INC
CRD #106056 MENLO PARK, CA
SEC Private Funds
AUM
$97.1M
Employees
8
PARALLAX CAPITAL PARTNERS, LLC
CRD #167159 WEST HOLLYWOOD, CA
Private Funds
AUM
$97.2M
Employees
10
COGNIZANT WEALTH ADVISORS, LLC
CRD #162374 PALO ALTO, CA
SEC
AUM
$97.3M
Employees
2
PEDICORD WEALTH MANAGEMENT, LLC
CRD #314931 ROCKLIN, CA
SEC
AUM
$97.4M
Employees
2
LOWE ENTERPRISES INVESTMENT MANAGEMENT INC
CRD #106206 LOS ANGELES, CA
SEC
AUM
$97.4M
Employees
--
GOODSTEIN WEALTH MANAGEMENT LLC
CRD #282910 ENCINO, CA
SEC
AUM
$97.9M
Employees
2
NAVITAS WEALTH ADVISORS, INC.
CRD #110737 SAN FRANCISCO, CA
SEC
AUM
$98.2M
Employees
6
BELDEN AND ASSOCIATES
CRD #126696 SAN FRANCISCO, CA
SEC
AUM
$98.3M
Employees
5
ENDURANT CAPITAL MANAGEMENT LP
CRD #168707 SAN MATEO, CA
SEC Private Funds
AUM
$98.3M
Employees
1
BOWMAN & COMPANY, LLP
CRD #113562 STOCKTON, CA
SEC
AUM
$98.5M
Employees
--
PACIFIC WEALTH ADVISORY SERVICES LLC
CRD #330888 DANVILLE, CA
SEC
AUM
$98.7M
Employees
2
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
CRD #106962 GLENDALE, CA
SEC
AUM
$98.9M
Employees
12
ARDA CAPITAL MANAGEMENT LLC
CRD #163875 SAN FRANCISCO, CA
SEC Private Funds
AUM
$99.1M
Employees
6
THE WEALTH MANAGEMENT ALLIANCE LLC
CRD #169026 SAN JOSE, CA
SEC
AUM
$99.2M
Employees
4
CAPITAL SYNERGY PARTNERS, INC.
CRD #148733 NEWPORT BEACH, CA
SEC
AUM
$99.2M
Employees
21