RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
RSC ASSET MANAGEMENT GROUP, LLC
CRD #312211 STUDIO CITY, CA
SEC Private Funds
AUM
$149M
Employees
9
CATALYST WEALTH ADVISORS LLC
CRD #297503 NEWPORT BEACH, CA
SEC
AUM
$149.1M
Employees
2
MARKS MCBROOM WALSTON & COMPANY, INC.
CRD #110567 LOS ANGELES, CA
SEC
AUM
$149.1M
Employees
5
KINGSFORD CAPITAL MANAGEMENT, LLC
CRD #161445 POINT RICHMOND, CA
SEC Private Funds
AUM
$149.5M
Employees
5
ALTEGRIS ADVISORS, LLC
CRD #154003 SAN JUAN CAPISTRANO, CA
SEC
AUM
$149.6M
Employees
3
KELSEY FINANCIAL, LLC
CRD #314950 MOORPARK, CA
SEC
AUM
$149.8M
Employees
7
NORTH POINT ADVISORS
CRD #131240 SAN RAMON, CA
SEC
AUM
$150M
Employees
6
FIDELITY BANCORP FUNDING, INC.
CRD #327530 SANTA ANA, CA
Private Funds
AUM
$150M
Employees
1
GILBERT GREG RIA, LLC
CRD #304981 OAKLAND, CA
SEC Disclosures
AUM
$150.1M
Employees
36
PACIFIC POINTE ADVISORS LLC
CRD #149892 SANTA BARBARA, CA
SEC
AUM
$150.1M
Employees
3
SAS FINANCIAL ADVISORS, LLC.
CRD #288015 SAN FRANCISCO, CA
SEC
AUM
$150.3M
Employees
6
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
CRD #110516 CARLSBAD, CA
SEC
AUM
$150.5M
Employees
4
MARTLET ASSET MANAGEMENT, LLC
CRD #298966 NEWPORT BEACH, CA
SEC Private Funds
AUM
$150.7M
Employees
10
TAYLOR WEALTH MANAGEMENT, LLC
CRD #132955 TORRANCE, CA
SEC
AUM
$150.7M
Employees
1
CTA WEALTH ADVISORS, INC.
CRD #113007 BURBANK, CA
SEC
AUM
$150.9M
Employees
5
MARIN CAPITAL MANAGEMENT, LLC
CRD #136075 NOVATO, CA
SEC Private Funds
AUM
$151.2M
Employees
7
RG FINANCIAL, LLC
CRD #311162 CARLSBAD, CA
SEC
AUM
$151.6M
Employees
5
GUILD INVESTMENT MANAGEMENT, INC.
CRD #108390 WESTLAKE VILLAGE, CA
SEC
AUM
$151.9M
Employees
4
OPEN DOOR INVESTMENT MANAGEMENT LTD.
CRD #159123 SAN FRANCISCO, CA
SEC Private Funds
AUM
$152.1M
Employees
17
LEEDS CAPITAL GROUP, LLC
CRD #327004 SAN DIEGO, CA
SEC
AUM
$152.4M
Employees
3
HULL, MARK HAROLD
CRD #126812 SAN DIEGO, CA
SEC Disclosures
AUM
$152.7M
Employees
3
QCM, LLC
CRD #143150 SAN FRANCISCO, CA
SEC
AUM
$153.1M
Employees
6
TORREY WEALTH, LLC
CRD #310688 SAN DIEGO, CA
SEC
AUM
$153.1M
Employees
1
SYNTHETICFI LLC
CRD #330200 SAN FRANCISCO, CA
SEC
AUM
$153.2M
Employees
2
MCT ENTERTAINMENT ADVISORS LLC
CRD #328135 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$153.9M
Employees
6