RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ASPIRE PLANNING ASSOCIATES, INC.
CRD #282179 WALNUT CREEK, CA
SEC
AUM
$126.2M
Employees
3
WEALTH RESOURCES GROUP
CRD #110131 WESTLAKE VILLAGE, CA
SEC
AUM
$126.2M
Employees
3
BUFFALO CAPITAL CORPORATION
CRD #111064 NEWPORT BEACH, CA
SEC
AUM
$126.3M
Employees
4
FINEC ASSET MANAGEMENT LLC
CRD #231789 SAN DIEGO, CA
SEC
AUM
$126.3M
Employees
6
BROADWING CAPITAL ADVISORS, INC.
CRD #127513 LARKSPUR, CA
SEC
AUM
$126.4M
Employees
2
MATRIX PLANNING INC
CRD #110812 SANTA MONICA, CA
SEC Private Funds
AUM
$126.5M
Employees
4
SIDOXIA CAPITAL MANAGEMENT, LLC
CRD #145969 NEWPORT BEACH, CA
SEC Private Funds
AUM
$126.7M
Employees
2
COVE STREET CAPITAL, LLC
CRD #156260 HERMOSA BEACH, CA
SEC Private Funds
AUM
$126.7M
Employees
2
CLAIRMONT CAPITAL GROUP, LLC
CRD #313639 LOS ANGELES, CA
SEC Private Funds
AUM
$126.9M
Employees
9
MAYFIELD ADVISORS, INC.
CRD #144072 PALO ALTO, CA
SEC
AUM
$127M
Employees
4
KASEY PRICE
CRD #166762 SAN DIEGO, CA
SEC
AUM
$127M
Employees
4
FC360 WEALTH MANAGEMENT, INC.
CRD #171788 ROSEVILLE, CA
SEC
AUM
$127.1M
Employees
1
MAZE INVESTMENTS, LLC
CRD #153913 LOS ANGELES, CA
SEC Private Funds
AUM
$127.4M
Employees
3
CHROMECORE, LLC
CRD #311539 SAN FRANCISCO, CA
SEC
AUM
$127.5M
Employees
2
CLARITY WEALTH MANAGEMENT, INC.
CRD #153258 IRVINE, CA
SEC
AUM
$127.8M
Employees
3
ASCENSION WEALTH PARTNERS, LLC
CRD #146451 PLEASANT HILL, CA
SEC
AUM
$127.8M
Employees
2
AWR INVESTMENT MANAGEMENT, LLC
CRD #118538 SAN RAFAEL, CA
SEC
AUM
$127.8M
Employees
2
LEVASSEUR CAPITAL PARTNERS LLC
CRD #157633 NEWPORT BEACH, CA
SEC Private Funds
AUM
$127.9M
Employees
4
RESONATE CAPITAL, LLC
CRD #167177 SAN FRANCISCO, CA
SEC Private Funds
AUM
$128.5M
Employees
4
BRENTWOOD ADVISORY GROUP, LLC
CRD #111191 LOS ANGELES, CA
SEC
AUM
$128.6M
Employees
2
ENTRUITY WEALTH, LLC
CRD #288331 BAKERSFIELD, CA
SEC
AUM
$128.6M
Employees
4
WEALTH MANAGEMENT NETWORK LLC
CRD #128588 NEWPORT BEACH, CA
SEC Private Funds
AUM
$128.6M
Employees
1
PETERSEN & RAMISTELLA, INC.
CRD #124182 MONTEREY, CA
SEC
AUM
$129M
Employees
5
THOMAS & ATKINSON CAPITAL MANAGEMENT LLC
CRD #129596 MENLO PARK, CA
SEC
AUM
$129M
Employees
1
HILLEGAS ADVISORY SERVICES, INC.
CRD #125275 SOLANA BEACH, CA
SEC
AUM
$129.6M
Employees
4