RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CARMANDALIAN FINANCIAL GROUP, LLC
CRD #292458 WESTLAKE VILLAGE, CA
SEC
AUM
$129.6M
Employees
2
TORREY PINES CAPITAL MANAGEMENT, LP
CRD #138107 SAN DIEGO, CA
SEC
AUM
$130M
Employees
10
BALLAST POINT FINANCIAL PLANNING, LLC
CRD #283295 BURLINGAME, CA
SEC
AUM
$130.3M
Employees
4
C.G. MANAGEMENT PARTNERS, LP
CRD #124474 MENLO PARK, CA
SEC Private Funds
AUM
$130.8M
Employees
2
PROPEL BIO MANAGEMENT, LLC
CRD #322858 LOS ANGELES, CA
SEC Private Funds
AUM
$131.4M
Employees
7
DORCHESTER CAPITAL ADVISORS, LLC
CRD #131454 LOS ANGELES, CA
SEC Private Funds
AUM
$131.4M
Employees
14
PAUL & CO. WEALTH MANAGEMENT, INC.
CRD #331617 ATASCADERO, CA
SEC
AUM
$131.6M
Employees
2
VISTICA WEALTH ADVISORS, LLC
CRD #147297 CARLSBAD, CA
SEC
AUM
$131.6M
Employees
5
ADVANTAGE CAPITAL ADVISORS, LLC
CRD #158313 LOS ANGELES, CA
SEC
AUM
$131.7M
Employees
2
TITAN CAPITAL MANAGEMENT, LLC
CRD #123568 LAGUNA NIGUEL, CA
SEC
AUM
$131.8M
Employees
3
REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD #150667 SAN RAFAEL, CA
SEC
AUM
$131.8M
Employees
3
DECISION INVESTMENTS, INC.
CRD #145073 SAN DIEGO, CA
SEC
AUM
$131.8M
Employees
3
TOWNSEND GROUP INVESTMENTS
CRD #106076 MALIBU, CA
SEC
AUM
$132.4M
Employees
3
CAVES & ASSOCIATES
CRD #107386 MANHATTAN BEACH, CA
SEC
AUM
$132.4M
Employees
1
WULFF, HANSEN & CO.
CRD #908 SAN RAFAEL, CA
SEC Disclosures
AUM
$132.5M
Employees
9
PINNACLE ASSET MANAGEMENT, INC.
CRD #169182 ROSEVILLE, CA
SEC
AUM
$133.1M
Employees
6
PLACER SUMMIT FINANCIAL GROUP, LLC
CRD #149750 ROSEVILLE, CA
SEC
AUM
$133.7M
Employees
3
GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD #292917 PLEASANTON, CA
SEC
AUM
$133.9M
Employees
6
SANDENA, INC.
CRD #322947 SAN DIEGO, CA
SEC
AUM
$133.9M
Employees
6
SCS RESOURCES, INC
CRD #113535 LOS ANGELES, CA
SEC
AUM
$134M
Employees
--
RED CRANE WEALTH MANAGEMENT, LLC
CRD #284006 PALO ALTO, CA
SEC Private Funds
AUM
$134.1M
Employees
3
VICENTE CAPITAL PARTNERS, LLC
CRD #160652 LOS ANGELES, CA
SEC Private Funds
AUM
$134.3M
Employees
5
HARRISON - DE CHARON, L.L.C.
CRD #128439 SAN DIEGO, CA
SEC
AUM
$134.3M
Employees
4
LUMINA FINANCIAL CONSULTANTS, LLC
CRD #163783 MILL VALLEY, CA
SEC
AUM
$134.4M
Employees
6
LOCKERMAN FINANCIAL GROUP, INC
CRD #316860 NEWPORT BEACH, CA
SEC
AUM
$134.8M
Employees
1