RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GARHWAL, CHAN & WILLIAMS INC.
CRD #125484 SAN FRANCISCO, CA
SEC
AUM
$123.6M
Employees
2
APPIAN WAY FINANCIAL LLC
CRD #168109 PASADENA, CA
SEC
AUM
$123.7M
Employees
1
GASBER & GRECU FINANCIAL ADVISORS, LLC
CRD #113771 FOLSOM, CA
SEC
AUM
$123.8M
Employees
5
KIPP FINANCIAL GROUP, INC.
CRD #108811 VENTURA, CA
SEC
AUM
$123.9M
Employees
4
BAY CLIADAKIS & ASSOCIATES, LLC
CRD #301214 CHICO, CA
SEC
AUM
$123.9M
Employees
3
TME FINANCIAL, INC.
CRD #322851 HUNTINGTON BEACH, CA
SEC
AUM
$124M
Employees
3
WEALTHRISE FINANCIAL PLANNING, LLC
CRD #283764 CARLSBAD, CA
SEC
AUM
$124.2M
Employees
2
CONGRUENCE CAPITAL, PB LLC
CRD #328559 LOS ANGELES, CA
SEC Private Funds
AUM
$124.3M
Employees
5
JOHNSON AND MAROTTA ASSET MANAGEMENT, INC.
CRD #109907 PALO ALTO, CA
SEC
AUM
$124.4M
Employees
10
DESMOND WEALTH MANAGEMENT, INC.
CRD #118200 WALNUT CREEK, CA
SEC
AUM
$124.4M
Employees
2
FRANCES, DOVI DOV
CRD #170220 SANTA BARBARA, CA
SEC
AUM
$124.6M
Employees
1
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
CRD #158511 SAN FRANCISCO, CA
SEC Private Funds
AUM
$124.6M
Employees
14
TMFS SACRAMENTO LLC
CRD #140702 ROSEVILLE, CA
SEC
AUM
$124.8M
Employees
1
EVERGREEN WEALTH ADVISORY GROUP, LLC
CRD #140253 SAN JOSE, CA
SEC
AUM
$124.9M
Employees
5
EAST BEACH ASSET MANAGEMENT, LLC
CRD #310563 LOS ANGELES, CA
SEC
AUM
$125M
Employees
3
HEADWATERS HOLDINGS LLC
CRD #147935 SAUSALITO, CA
SEC
AUM
$125M
Employees
5
BARRIER CAPITAL MANAGEMENT, LLC
CRD #312294 SAN FRANCISCO, CA
SEC Private Funds
AUM
$125M
Employees
1
RS GROWTH GROUP LLC
CRD #108065 SAN FRANCISCO, CA
SEC
AUM
$125.1M
Employees
51
COHEN IRA STANLEY
CRD #105877 BAKERSFIELD, CA
SEC
AUM
$125.1M
Employees
5
BANCREEK CAPITAL MANAGEMENT, LP
CRD #312900 SANTA MONICA, CA
SEC Private Funds
AUM
$125.2M
Employees
4
CANDIDE GROUP, LLC
CRD #286086 OAKLAND, CA
SEC
AUM
$125.3M
Employees
11
SCHMITZ CAPITAL PARTNERS, LLC
CRD #105702 MILL VALLEY, CA
SEC
AUM
$125.3M
Employees
2
KERR FINANCIAL PLANNING CORPORATION
CRD #277142 FRESNO, CA
SEC
AUM
$125.6M
Employees
4
AVISE FINANCIAL COOPERATIVE, INC.
CRD #328790 LOS ANGELES, CA
SEC
AUM
$125.9M
Employees
4
JACOBSON & BREEN WEALTH MANAGEMENT, LLC
CRD #169401 PETALUMA, CA
SEC
AUM
$126M
Employees
5