RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LIEBAU ASSET MANAGEMENT CO., LLC
CRD #128043 PASADENA, CA
SEC
AUM
$120.8M
Employees
5
KLEIN FINANCIAL ADVISORS, INC.
CRD #128910 NEWPORT BEACH, CA
SEC
AUM
$121M
Employees
2
KONDO WEALTH ADVISORS, LLC
CRD #134998 PASADENA, CA
SEC
AUM
$121.1M
Employees
7
CHRONICLE ADVISORS LLC
CRD #281806 SANTA BARBARA, CA
SEC
AUM
$121.1M
Employees
2
TOTAL WEALTH SERVICES, LLC
CRD #331833 WESTLAKE VILLAGE, CA
SEC
AUM
$121.2M
Employees
3
MONTGOMERY TAYLOR & COMPANY, LLC
CRD #121987 SANTA ROSA, CA
SEC
AUM
$121.2M
Employees
21
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD #134098 THOUSAND OAKS, CA
SEC
AUM
$121.3M
Employees
2
BOURKE WEALTH MANAGEMENT
CRD #297957 SANTA BARBARA, CA
SEC
AUM
$121.5M
Employees
4
CORETRUST INVESTMENT MANAGEMENT LLC
CRD #282849 LOS ANGELES, CA
Private Funds
AUM
$121.8M
Employees
27
KRUMREI & ROSS, INC.
CRD #106136 MORAGA, CA
SEC
AUM
$121.9M
Employees
3
MURRAY FINANCIAL SERVICES, INC
CRD #176528 CHICO, CA
SEC
AUM
$122.4M
Employees
3
AQUA CAPITAL ADVISORS LLC
CRD #151887 LOS ANGELES, CA
SEC
AUM
$122.4M
Employees
3
BOSMAN WEALTH MANAGEMENT, LLC
CRD #290550 REDLANDS, CA
SEC
AUM
$122.5M
Employees
1
FOG CITY ADVISORS, LLC
CRD #321822 ALBANY, CA
SEC
AUM
$122.6M
Employees
5
BERGQUIST MICHAEL JOHN
CRD #105585 SANTA BARBARA, CA
SEC
AUM
$122.7M
Employees
1
ARIA WEALTH MANAGEMENT, INC.
CRD #288450 SARATOGA, CA
SEC
AUM
$122.8M
Employees
10
SYNDICATED CAPITAL, INC.
CRD #29037 DIAMOND BAR, CA
SEC Disclosures
AUM
$123M
Employees
12
ASCENDANT CAPITAL MANAGEMENT, LLC
CRD #174260 LOS ANGELES, CA
SEC
AUM
$123M
Employees
7
IM GLOBAL PARTNER US, LLC
CRD #297426 EL SEGUNDO, CA
SEC
AUM
$123.1M
Employees
10
15 EQUITY, LLC
CRD #310628 SANTA BARBARA, CA
SEC
AUM
$123.2M
Employees
3
CONTANGO WEALTH MANAGEMENT LLC
CRD #337757 OAKLAND, CA
SEC
AUM
$123.3M
Employees
2
ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD #318714 MOUNTAIN VIEW, CA
SEC
AUM
$123.4M
Employees
88
ASCEND PARAGON CAPITAL, LLC
CRD #138725 SAN FRANCISCO, CA
SEC
AUM
$123.5M
Employees
5
WEALTH MANAGEMENT SOLUTIONS, LLC
CRD #314170 NEWPORT BEACH, CA
SEC
AUM
$123.6M
Employees
1
WRIGHT WEALTH STRATEGIES, LLC
CRD #304289 SAN LUIS OBISPO, CA
SEC
AUM
$123.6M
Employees
2