RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MEDIA WEALTH, LLC
CRD #308446 WALNUT CREEK, CA
SEC
AUM
$142.3M
Employees
3
HAVEN CAPITAL GROUP, INC.
CRD #149641 WESTLAKE VILLAGE, CA
SEC
AUM
$142.4M
Employees
1
MY PORTFOLIO GUIDE, LLC
CRD #153188 SEAL BEACH, CA
SEC
AUM
$142.5M
Employees
2
REDWOOD PARK ADVISORS, LLC
CRD #307958 REDWOOD CITY, CA
SEC
AUM
$142.8M
Employees
2
MILLENNIUM INVESTMENT SERVICES
CRD #108744 VAN NUYS, CA
SEC Private Funds
AUM
$142.9M
Employees
3
CORNERSTONE WEALTH ADVISORS, INC.
CRD #309544 CARLSBAD, CA
SEC
AUM
$143.5M
Employees
4
BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD #311830 MODESTO, CA
SEC
AUM
$143.8M
Employees
4
SILICON BEACH WEALTH, LLC
CRD #310051 MARINA DEL REY, CA
SEC
AUM
$143.8M
Employees
3
ENVISO CAPITAL, LLC
CRD #140542 SAN DIEGO, CA
SEC Private Funds Disclosures
AUM
$143.8M
Employees
6
ALJ CAPITAL MANAGEMENT, LLC
CRD #128621 LOS ANGELES, CA
Private Funds
AUM
$144M
Employees
6
MALCOLM H. GISSEN & ASSOCIATES INC.
CRD #115963 SAN FRANCISCO, CA
SEC
AUM
$144M
Employees
4
DISHMI CAPITAL, LLC
CRD #336392 PASADENA, CA
SEC Private Funds
AUM
$144.2M
Employees
3
BREX ASSET MANAGEMENT LLC
CRD #316500 SAN FRANCISCO, CA
Private Funds
AUM
$144.3M
Employees
12
NEWBURY CAPITAL MANAGEMENT, LLC
CRD #148516 SOUTH PASADENA, CA
SEC
AUM
$144.4M
Employees
4
XPV MANAGEMENT LLC
CRD #322445 BEL AIR, CA
SEC Private Funds
AUM
$144.4M
Employees
17
PANTHEON INVESTMENT GROUP, LLC
CRD #283418 SIERRA MADRE, CA
SEC
AUM
$144.4M
Employees
2
BOYER FINANCIAL SERVICES, INC.
CRD #331868 NEWPORT BEACH, CA
SEC
AUM
$144.6M
Employees
5
ASCEND FINANCIAL CONSULTANTS, INC.
CRD #289183 PASADENA, CA
SEC
AUM
$144.7M
Employees
2
HULICK CAPITAL MANAGEMENT LLC
CRD #167343 PASADENA, CA
SEC
AUM
$144.7M
Employees
9
DECAMILLA CAPITAL MANAGEMENT LLC
CRD #108027 SACRAMENTO, CA
SEC
AUM
$144.8M
Employees
3
DYNAMIC WEALTH STRATEGIES, LLC
CRD #167594 GRANITE BAY, CA
SEC Private Funds
AUM
$145M
Employees
8
BIG SKY CAPITAL, LLC
CRD #138448 SANTA MONICA, CA
SEC
AUM
$145M
Employees
5
TALKOT CAPITAL, LLC
CRD #164231 SAUSALITO, CA
Private Funds
AUM
$145.1M
Employees
5
OLIVE STREET CAPITAL PARTNERS LLC
CRD #300115 LOS ANGELES, CA
SEC Private Funds
AUM
$145.3M
Employees
3
EAM PARTNERS LLC
CRD #109950 SAN FRANCISCO, CA
SEC
AUM
$145.3M
Employees
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