RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HANKE & APOLONIO WEALTH ADVISORS LLC
CRD #285315 SAN FRANCISCO, CA
SEC
AUM
$145.4M
Employees
3
MERRITHEW & THORSTEN, INC.
CRD #133563 SAN DIEGO, CA
SEC
AUM
$145.7M
Employees
2
EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC
CRD #311425 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$146M
Employees
6
PAYDEN/KRAVITZ INVESTMENT ADVISERS LLC
CRD #147271 LOS ANGELES, CA
SEC
AUM
$146.2M
Employees
0
WESTBOUND EQUITY MANAGEMENT, LLC
CRD #306955 PALO ALTO, CA
SEC Private Funds
AUM
$146.2M
Employees
5
STERN FISHER EDWARDS INC
CRD #7548 LOS ANGELES, CA
SEC
AUM
$146.3M
Employees
10
CRECERA FINANCE MANAGEMENT COMPANY, LLC
CRD #160764 MILL VALLEY, CA
Private Funds
AUM
$146.4M
Employees
2
BANCREEK CAPITAL ADVISORS, LLC
CRD #328736 SANTA MONICA, CA
SEC
AUM
$146.5M
Employees
4
OCEAN PARK ASSET MANAGEMENT, INC.
CRD #105765 SANTA MONICA, CA
SEC
AUM
$146.8M
Employees
48
ASPIRATION FUND ADVISER, LLC
CRD #169854 MARINA DEL REY, CA
SEC
AUM
$147M
Employees
5
WAVERLEY WEALTH MANAGEMENT LLC
CRD #156023 MOUNTAIN VIEW, CA
SEC
AUM
$147.1M
Employees
2
QUANTUM ECONOMETRICS, LLC
CRD #161197 WHITTIER, CA
SEC
AUM
$147.1M
Employees
6
PERITUS I ASSET MANAGEMENT, LLC
CRD #131327 SANTA BARBARA, CA
SEC
AUM
$147.2M
Employees
6
MORRISON & FRAZIER, LLC
CRD #118438 LAFAYETTE, CA
SEC
AUM
$147.2M
Employees
5
APRIORI CAPITAL PARTNERS L.P.
CRD #169380 LOS ANGELES, CA
Private Funds
AUM
$147.3M
Employees
4
LONG-TERM SOLUTIONS, LLC
CRD #137611 MILL VALLEY, CA
SEC Private Funds
AUM
$147.3M
Employees
6
JW HARRISON FINANCIAL, INC.
CRD #156845 WALNUT CREEK, CA
SEC
AUM
$147.5M
Employees
3
DEL MAR WEALTH MANAGEMENT INC
CRD #175022 DEL MAR, CA
SEC
AUM
$147.5M
Employees
2
MISSION INVESTMENT ADVISORS LLC
CRD #329596 SAN FRANCISCO, CA
SEC
AUM
$147.8M
Employees
5
PROZAN, LAWRENCE IRA
CRD #136237 WALNUT CREEK, CA
SEC
AUM
$147.8M
Employees
2
NB WEALTH MANAGEMENT LLC
CRD #283016 SAN FRANCISCO, CA
SEC
AUM
$148M
Employees
3
ANDREW C. KARLINSKI
CRD #130338 IRVINE, CA
SEC
AUM
$148.3M
Employees
9
GARNER FINANCIAL MANAGEMENT, INC.
CRD #131628 LAFAYETTE, CA
SEC
AUM
$148.4M
Employees
2
LWM ADVISORS INC
CRD #146620 EL DORADO HILLS, CA
SEC
AUM
$148.7M
Employees
3
PACIFIC VIEW ASSET MANAGEMENT, LLC
CRD #161071 SAN FRANCISCO, CA
SEC Private Funds
AUM
$148.8M
Employees
19