RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WALLENDER, TIMOTHY JOSEPH
CRD #138301 MANHATTAN BEACH, CA
SEC
AUM
$114.9M
Employees
1
KEN MARINACE & ASSOCIATES, INC
CRD #111662 BURBANK, CA
SEC
AUM
$114.9M
Employees
6
TRANSIERRA CAPITAL LLC
CRD #105319 SAN RAFAEL, CA
SEC
AUM
$115M
Employees
5
TLA CAPITAL MANAGEMENT, LLC
CRD #142135 REDWOOD SHORES, CA
SEC
AUM
$115M
Employees
4
EQUBOT INC.
CRD #289216 SAN FRANCISCO, CA
SEC
AUM
$115M
Employees
4
DRAGON FINANCIAL AND INVESTMENT GROUP, INC.
CRD #157936 SAN MATEO, CA
SEC
AUM
$115M
Employees
5
PILLAR FINANCIAL SERVICES, INC.
CRD #22649 WALNUT CREEK, CA
SEC
AUM
$115M
Employees
5
UPWELLING CAPITAL GROUP LLC
CRD #164653 DAVIS, CA
Private Funds Disclosures
AUM
$115.2M
Employees
7
EAGLE GROUP FINANCE LOAN CORP.
CRD #283364 LOS ANGELES, CA
SEC Private Funds
AUM
$115.2M
Employees
4
FAMILY WEALTH CONSULTANTS, INC.
CRD #128494 SAN JOSE, CA
SEC Private Funds
AUM
$115.3M
Employees
6
RITTMANN CAPITAL MANAGEMENT CO
CRD #108762 MORAGA, CA
SEC
AUM
$115.4M
Employees
1
ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD #123305 TORRANCE, CA
SEC
AUM
$115.5M
Employees
3
PAINTER, SMITH AND AMBERG INC.
CRD #10865 REDLANDS, CA
SEC
AUM
$115.7M
Employees
4
COOKE WEALTH MANAGEMENT, LLC
CRD #127309 IRVINE, CA
SEC
AUM
$115.8M
Employees
3
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
CRD #170229 SAN MATEO, CA
Private Funds Disclosures
AUM
$116M
Employees
14
PROSPETTIVA FINANCIAL LLC
CRD #148760 SAN FRANCISCO, CA
SEC
AUM
$116M
Employees
3
HARBOR HILLS, INC.
CRD #312691 MONTECITO, CA
SEC
AUM
$116M
Employees
3
IMPACT FIDUCIARY LLC
CRD #288345 PASADENA, CA
SEC
AUM
$116M
Employees
2
ZERMATT WEALTH PARTNERS LLC
CRD #105736 SAN DIEGO, CA
SEC
AUM
$116M
Employees
6
WEALTH MANAGEMENT & BUSINESS CONCEPTS
CRD #124462 IRVINE, CA
SEC
AUM
$116.2M
Employees
3
MAYA ADVISORS, INC.
CRD #144325 PALO ALTO, CA
SEC
AUM
$116.2M
Employees
1
NEUBIESER MARK ALFRED
CRD #107858 SAN JOSE, CA
SEC
AUM
$116.4M
Employees
5
COLTON WEALTH MANAGEMENT
CRD #150486 ARCADIA, CA
SEC
AUM
$116.5M
Employees
2
KEVIN M. YOUNG FINANCIAL, INC.
CRD #145478 DAVIS, CA
SEC
AUM
$116.6M
Employees
2
TAMARACK CAPITAL MANAGEMENT, LLC
CRD #143298 CARLSBAD, CA
SEC Private Funds
AUM
$117M
Employees
1