RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
STITES FINANCIAL CONSULTING
CRD #293058 WILTON, CA
SEC
AUM
$105.2M
Employees
2
DAVID S REINDERS, INC.
CRD #143703 VALENCIA, CA
SEC
AUM
$105.2M
Employees
4
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD #173288 LOS GATOS, CA
SEC Private Funds
AUM
$105.2M
Employees
2
STONE STEPS FINANCIAL, LLC
CRD #175289 ENCINITAS, CA
SEC
AUM
$105.4M
Employees
4
BERNARD & JOHNSON, LLC
CRD #283871 PASADENA, CA
SEC
AUM
$105.5M
Employees
2
GRANDVIEW CAPITAL MANAGEMENT LLC
CRD #108160 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$105.6M
Employees
7
INDEPENDENT FINANCIAL GROUP, INC.
CRD #125953 SAN DIEGO, CA
SEC
AUM
$105.7M
Employees
--
LIBERTY CAPITAL MANAGEMENT, INC.
CRD #109254 SANTA ANA, CA
SEC
AUM
$105.7M
Employees
--
WEALTH COMPASS FINANCIAL, INC.
CRD #290139 CARLSBAD, CA
SEC
AUM
$105.8M
Employees
2
SKY VISION WEALTH MANAGEMENT CORP.
CRD #317320 IRVINE, CA
SEC
AUM
$106M
Employees
2
INDIVIDUAL ASSET MANAGEMENT, INC
CRD #123418 SAN MATEO, CA
SEC
AUM
$106M
Employees
5
STANLEY F. GREEN, LLC
CRD #136729 LARKSPUR, CA
SEC
AUM
$106.2M
Employees
2
NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD #148056 SANTA CRUZ, CA
SEC
AUM
$106.3M
Employees
3
OPEN INVEST CO.
CRD #269997 SAN FRANCISCO, CA
SEC
AUM
$106.4M
Employees
34
WEALTH QUEST PARTNERS, INC.
CRD #173545 SAN DIEGO, CA
SEC
AUM
$106.6M
Employees
3
MORGENTHALER MANAGEMENT CORPORATION
CRD #161509 PORTOLA VALLEY, CA
Private Funds
AUM
$106.7M
Employees
14
AFA ADVISOR SERVICES LLC
CRD #129104 CALABASAS, CA
SEC
AUM
$106.8M
Employees
--
21 WEST WEALTH MANAGEMENT LLC
CRD #304532 TUSTIN, CA
SEC
AUM
$106.9M
Employees
2
VIEW RIDGE CAPITAL MANAGEMENT, LP
CRD #282877 SAN FRANCISCO, CA
Private Funds
AUM
$107.1M
Employees
3
LENDINGCLUB ASSET MANAGEMENT, LLC
CRD #155460 SAN FRANCISCO, CA
SEC Private Funds
AUM
$107.4M
Employees
16
SHEPHERD STREET ADVISORS LLC
CRD #306021 LARKSPUR, CA
SEC
AUM
$107.6M
Employees
2
SPECTRUM CAPITAL MANAGEMENT
CRD #105830 AUBURN, CA
SEC
AUM
$107.7M
Employees
1
ATLAS FINANCIAL ADVISORS, INC.
CRD #160276 OROVILLE, CA
SEC
AUM
$107.8M
Employees
2
FULLERTON ADVISORS, LLC
CRD #148880 DANVILLE, CA
SEC
AUM
$108.1M
Employees
1
DUNCAN DAVID ALFRED
CRD #106724 BURLINGAME, CA
SEC
AUM
$108.1M
Employees
5