RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BLUE SPARROW PARTNERS LP
CRD #291440 SAN FRANCISCO, CA
Private Funds
AUM
$111M
Employees
3
RAMA CAPITAL PARTNERS, LLC
CRD #166347 CALABASAS, CA
SEC
AUM
$111.1M
Employees
2
OXLEY, HARRY KEIR
CRD #136373 SAN FRANCISCO, CA
SEC
AUM
$111.2M
Employees
1
GRACIAN CAPITAL LLC
CRD #328687 SOLANA BEACH, CA
Private Funds
AUM
$111.3M
Employees
3
VIDA WEALTH PARTNERS, INC.
CRD #140824 SANTA BARBARA, CA
SEC
AUM
$111.5M
Employees
1
MCM ADVISERS, LP
CRD #110656 ORINDA, CA
SEC Private Funds
AUM
$111.7M
Employees
2
KB FINANCIAL ADVISORS LLC
CRD #134374 SAN FRANCISCO, CA
SEC
AUM
$111.7M
Employees
3
ENDURING WEALTH ADVISORS, LLC
CRD #323320 TEMECULA, CA
SEC
AUM
$111.8M
Employees
4
FABIAN WEALTH STRATEGIES, INC.
CRD #144177 COSTA MESA, CA
SEC
AUM
$112.3M
Employees
5
ZENITH CAPITAL, LLC.
CRD #106694 SANTA ROSA, CA
SEC
AUM
$112.5M
Employees
10
DERIVE WEALTH LLC
CRD #284619 PASADENA, CA
SEC
AUM
$112.6M
Employees
2
AK GLOBAL ASSET MANAGEMENT, LLC
CRD #137530 OAKLAND, CA
SEC
AUM
$112.8M
Employees
2
G3W VENTURES LLC
CRD #111585 LOS ANGELES, CA
Private Funds
AUM
$113.3M
Employees
2
HAMILTON & BACHE INC
CRD #106424 GLENDALE, CA
SEC
AUM
$113.4M
Employees
5
CALIFORNIA PRIVATE INVESTMENT CORP.
CRD #104661 SAN FRANCISCO, CA
SEC
AUM
$113.7M
Employees
3
LYON STREET CAPITAL, LLC
CRD #163813 SAUSALITO, CA
Private Funds
AUM
$113.9M
Employees
2
UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.
CRD #127310 SAN FRANCISCO, CA
SEC
AUM
$114M
Employees
3
GPS PARTNERS LLC
CRD #135861 SANTA MONICA, CA
SEC
AUM
$114M
Employees
10
TRILLIUM INVESTMENTS LLC
CRD #300353 EMERYVILLE, CA
SEC
AUM
$114.2M
Employees
2
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
CRD #111549 SAN JOSE, CA
SEC
AUM
$114.4M
Employees
2
RAMAJAL LLC
CRD #114739 LOS ANGELES, CA
SEC
AUM
$114.4M
Employees
2
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD #146778 COSTA MESA, CA
SEC
AUM
$114.5M
Employees
5
LIGHT CAPITAL LLC
CRD #323373 SANTA MONICA, CA
SEC
AUM
$114.5M
Employees
2
BANTA ASSET MANAGEMENT LP
CRD #142987 NEWPORT BEACH, CA
SEC
AUM
$114.6M
Employees
4
ALPHA ONE ASSET MANAGEMENT LLC
CRD #338725 PASADENA, CA
SEC Private Funds Disclosures
AUM
$114.7M
Employees
9