RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GOLDEN GATE FINANCIAL GROUP, LLC
CRD #120600 SAN FRANCISCO, CA
SEC
AUM
$134.9M
Employees
10
BASIX CAPITAL, LLC
CRD #136097 SAN FRANCISCO, CA
SEC
AUM
$135.1M
Employees
5
VINE STREET WEALTH MANAGEMENT, LLC
CRD #170748 MILL VALLEY, CA
SEC
AUM
$135.2M
Employees
5
FMB RETIREMENT SERVICES
CRD #164571 WESTLAKE VILLAGE, CA
SEC
AUM
$135.2M
Employees
11
MARTIN KELLY CAPITAL MANAGEMENT, LLC
CRD #140764 SAN DIEGO, CA
SEC
AUM
$135.4M
Employees
6
FIGURE INVESTMENT ADVISORS, LLC
CRD #158307 SAN FRANCISCO, CA
SEC Private Funds
AUM
$135.7M
Employees
7
RICHEY ADVISORS, INC.
CRD #277137 PLACENTIA, CA
SEC
AUM
$135.9M
Employees
5
CROSSPOINT CAPITAL MANAGEMENT LLC
CRD #292051 SAN FRANCISCO, CA
SEC
AUM
$136M
Employees
2
PROSSER CREEK ASSET MANAGEMENT LLC
CRD #318883 CORTE MADERA, CA
SEC Private Funds
AUM
$136.3M
Employees
1
FLUENT WEALTH PARTNERS, LLC
CRD #147512 SAN JOSE, CA
SEC
AUM
$136.3M
Employees
3
CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.
CRD #167775 PALO ALTO, CA
SEC Private Funds
AUM
$136.4M
Employees
9
THRELKELD, VIRGIL JOHN
CRD #280028 ALAMO, CA
SEC
AUM
$136.5M
Employees
6
STOCK FARM PARTNERS LLC
CRD #300060 PALO ALTO, CA
SEC Private Funds
AUM
$136.5M
Employees
1
BWA, LLC
CRD #154878 SAN MATEO, CA
SEC
AUM
$136.8M
Employees
1
FORT POINT CAPITAL MANAGEMENT LLC
CRD #129449 SAN FRANCISCO, CA
SEC
AUM
$137M
Employees
5
SAXON SECURITIES LLC
CRD #155168 SAN FRANCISCO, CA
SEC
AUM
$137.2M
Employees
2
DEFINED FINANCIAL PLANNING LLC
CRD #310137 SAN RAFAEL, CA
SEC
AUM
$137.3M
Employees
5
LEGACY WEALTH ADVISORS, LLC
CRD #127758 SAN JOSE, CA
SEC
AUM
$137.5M
Employees
6
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
CRD #165451 SAUSALITO, CA
SEC
AUM
$137.6M
Employees
5
NOLLENBERGER CAPITAL PARTNERS INC.
CRD #119248 SAN FRANCISCO, CA
SEC
AUM
$137.7M
Employees
51
LAKE AVENUE FINANCIAL LLC
CRD #315746 PASADENA, CA
SEC
AUM
$137.9M
Employees
5
WARM SPRINGS ADVISORS INC.
CRD #306501 LARKSPUR, CA
SEC
AUM
$138M
Employees
3
APPLE & ASSOCIATES
CRD #126849 GRASS VALLEY, CA
SEC
AUM
$138.1M
Employees
4
REDWOOD ASSET MANAGEMENT, INC.
CRD #147579 MILL VALLEY, CA
Private Funds
AUM
$138.3M
Employees
5
OSTRA CAPITAL MANAGEMENT, L.L.C.
CRD #161847 MENLO PARK, CA
Private Funds
AUM
$138.4M
Employees
3