RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LEWIS FINANCIAL, LLC
CRD #170324 SAN LUIS OBISPO, CA
SEC
AUM
$108.1M
Employees
3
CLEAR RETIREMENT ADVICE LLC
CRD #292667 SAN MATEO, CA
SEC
AUM
$108.2M
Employees
1
RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD #112814 MILL VALLEY, CA
SEC
AUM
$108.3M
Employees
1
TERRAFIRMA WEALTH PARTNERS LLC
CRD #331568 WALNUT CREEK, CA
SEC
AUM
$108.6M
Employees
3
WOLFGANG CAPITAL LLC
CRD #283525 TEMECULA, CA
SEC
AUM
$108.6M
Employees
5
MARTIN THOMAS WEALTH MANAGEMENT, LLC
CRD #148465 PALO ALTO, CA
SEC
AUM
$108.9M
Employees
5
INSIGHT WEALTH STRATEGIES, LP
CRD #151437 IRVINE, CA
SEC
AUM
$109.2M
Employees
2
JEEREDDI INVESTMENTS, LP
CRD #158075 GLENDALE, CA
Private Funds
AUM
$109.2M
Employees
2
SIPHRON CAPITAL MANAGEMENT
CRD #107098 BEVERLY HILLS, CA
SEC Private Funds
AUM
$109.2M
Employees
4
THE PLANNERS NETWORK, INC.
CRD #108355 TEMECULA, CA
SEC
AUM
$109.4M
Employees
11
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
CRD #175015 TORRANCE, CA
SEC
AUM
$109.4M
Employees
6
BERESH, PATRICK MICHAEL
CRD #137495 LARKSPUR, CA
SEC
AUM
$109.8M
Employees
1
LION CAPITAL MANAGEMENT, LLC
CRD #121226 SAN FRANCISCO, CA
SEC
AUM
$109.8M
Employees
10
SERENDIPEQUITY, LLC
CRD #283174 SAUSALITO, CA
SEC Private Funds
AUM
$110M
Employees
2
INVESTMENT MANAGERS GROUP, LLC
CRD #164203 TEMECULA, CA
SEC
AUM
$110.1M
Employees
2
IFC AND INSURANCE MARKETING, INC.
CRD #283976 AUBURN, CA
SEC
AUM
$110.3M
Employees
7
SASSER INVESTMENT MANAGEMENT, INC.
CRD #110886 OAKLAND, CA
SEC
AUM
$110.5M
Employees
3
GALLAGHER WEALTH MANAGEMENT, INC
CRD #161266 DANVILLE, CA
SEC
AUM
$110.6M
Employees
3
CAVU WEALTH ADVISORS, LLC
CRD #151361 WALNUT CREEK, CA
SEC
AUM
$110.7M
Employees
3
PARAGON ASSET MANAGEMENT INC.
CRD #107863 ORINDA, CA
SEC
AUM
$110.7M
Employees
2
RED MOUNTAIN CAPITAL PARTNERS LLC
CRD #154236 LOS ANGELES, CA
SEC Private Funds
AUM
$110.9M
Employees
3
PROCORE ADVISORS, LLC
CRD #289037 NEWPORT BEACH, CA
SEC
AUM
$110.9M
Employees
5
OCEAN AVENUE CAPITAL ADVISORS, INC.
CRD #147637 SANTA MONICA, CA
SEC Private Funds
AUM
$110.9M
Employees
2
ALPHA VISION CAPITAL MANAGEMENT LLC
CRD #137966 SAN FRANCISCO, CA
SEC
AUM
$110.9M
Employees
5
CLARION ADVISORS INC.
CRD #131081 AUBURN, CA
SEC
AUM
$110.9M
Employees
2