RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CROSSPOINT FINANCIAL, LLC
CRD #286443 TUSTIN, CA
SEC
AUM
$138.4M
Employees
1
NMS CAPITAL ASSET MANAGEMENT, INC.
CRD #149678 BEVERLY HILLS, CA
SEC Private Funds Disclosures
AUM
$138.5M
Employees
9
ICE CANYON LLC
CRD #144896 LOS ANGELES, CA
SEC Private Funds
AUM
$139.1M
Employees
79
BIG SKY ASSET MANAGEMENT LLC
CRD #124813 SAN RAMON, CA
SEC
AUM
$139.1M
Employees
1
CATON FINANCIAL, INC.
CRD #128101 SAN RAFAEL, CA
SEC
AUM
$139.2M
Employees
4
DIMENSIONS WEALTH MANAGEMENT, LLC
CRD #298928 ROSEVILLE, CA
SEC
AUM
$139.3M
Employees
2
MAXIM CAPITAL MANAGEMENT LLC
CRD #138891 SAN FRANCISCO, CA
SEC
AUM
$139.6M
Employees
5
RYDER STILWELL INVESTMENT ADVISORS INC
CRD #111677 LOS ANGELES, CA
SEC
AUM
$139.8M
Employees
--
POSEIDON INVESTMENT MANAGEMENT LLC
CRD #311864 SAN FRANCISCO, CA
Private Funds
AUM
$139.8M
Employees
6
STRUCK CAPITAL MANAGEMENT LLC
CRD #283905 SANTA MONICA, CA
SEC Private Funds
AUM
$139.9M
Employees
5
FINANCIAL ADVISERS OF AMERICA, LLC
CRD #142170 CARLSBAD, CA
SEC Disclosures
AUM
$140M
Employees
11
SPELTS WEALTH MANAGEMENT, INC
CRD #158321 CHICO, CA
SEC
AUM
$140M
Employees
1
ONESOURCE ADVISORS, LLC
CRD #319078 GRANITE BAY, CA
SEC
AUM
$140M
Employees
2
JAHN LELA DAWN
CRD #112013 SAN FRANCISCO, CA
SEC
AUM
$140M
Employees
5
BASIX CAPITAL, LLC
CRD #162591 SAN FRANCISCO, CA
SEC Private Funds
AUM
$140.2M
Employees
--
ATTENTIVE INVESTMENT MANAGERS, INC.
CRD #132536 STOCKTON, CA
SEC
AUM
$140.3M
Employees
3
PRUNEYARD FINANCIAL GROUP, INC.
CRD #117378 CUPERTINO, CA
SEC
AUM
$140.3M
Employees
2
SHERMAN ASSET MANAGEMENT, INC.
CRD #170861 VENTURA, CA
SEC Private Funds
AUM
$140.6M
Employees
1
ELI CIRCLE CAPITAL, LP
CRD #326553 LOS ANGELES, CA
SEC Private Funds
AUM
$141M
Employees
3
IVANOFF WEALTH MANAGEMENT INC.
CRD #325275 CYPRESS, CA
SEC Disclosures
AUM
$141.4M
Employees
3
REDWOOD COAST FINANCIAL PARTNERS
CRD #226560 EUREKA, CA
SEC
AUM
$141.6M
Employees
4
JBC FINANCIAL GROUP, INC.
CRD #288440 WALNUT CREEK, CA
SEC
AUM
$141.8M
Employees
9
KLK CAPITAL MANAGEMENT LLC
CRD #170571 LOS ANGELES, CA
SEC
AUM
$141.8M
Employees
4
BEVERLY HILLS WEALTH MANAGEMENT, LLC
CRD #152031 BEVERLY HILLS, CA
SEC Disclosures
AUM
$142.1M
Employees
5
WALK-ON CAPITAL, LLC
CRD #331407 LOS ANGELES, CA
SEC Private Funds
AUM
$142.3M
Employees
6