RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
OSMIUM PARTNERS, LLC
CRD #163789 SAN ANSELMO, CA
Private Funds
AUM
$154.2M
Employees
4
ACUTA CAPITAL PARTNERS, LLC
CRD #158869 REDWOOD CITY, CA
Private Funds
AUM
$154.3M
Employees
5
DEEP FIELD ASSET MANAGEMENT, LLC
CRD #175184 BEVERLY HILLS, CA
Private Funds
AUM
$154.3M
Employees
5
NF WEALTH MANAGEMENT, INC
CRD #173951 SAN JOSE, CA
SEC
AUM
$154.6M
Employees
4
AUTHENTIKOS WEALTH ADVISORY LLC
CRD #286646 MORGAN HILL, CA
SEC
AUM
$154.8M
Employees
5
ASSET ALLOCATION ADVISORS INC
CRD #110336 WALNUT CREEK, CA
SEC
AUM
$154.9M
Employees
3
SCION ASSET MANAGEMENT, LLC
CRD #167772 SARATOGA, CA
SEC Private Funds
AUM
$154.9M
Employees
6
CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD #173885 SAN RAMON, CA
SEC
AUM
$155M
Employees
2
BEYOND FINANCIAL SERVICES
CRD #286350 FREMONT, CA
SEC
AUM
$155.2M
Employees
5
PATHFINDER PARTNERS, LLC
CRD #164258 SAN DIEGO, CA
SEC Private Funds
AUM
$155.2M
Employees
11
IMPRINT CAPITAL ADVISORS, LLC
CRD #144731 SAN FRANCISCO, CA
SEC
AUM
$155.4M
Employees
11
GREE CAPITAL PARTNERS, LLC
CRD #301593 SAN FRANCISCO, CA
Private Funds
AUM
$155.7M
Employees
9
ARCHER POINTE WEALTH MANAGEMENT, LLC
CRD #308777 DAVIS, CA
SEC
AUM
$155.7M
Employees
2
PENNINGTON FINANCIAL GROUP
CRD #108478 GOLD RIVER, CA
SEC
AUM
$155.9M
Employees
5
TORTUGA WEALTH MANAGEMENT, INC.
CRD #153737 TORRANCE, CA
SEC
AUM
$156M
Employees
4
BRISTLECONE VALUE PARTNERS, LLC
CRD #128117 LOS ANGELES, CA
SEC Private Funds
AUM
$156.1M
Employees
3
REYES FINANCIAL ARCHITECTURE INC.
CRD #153194 SAN DIEGO, CA
SEC
AUM
$156.8M
Employees
5
PROSPERITY ROAD, LLC
CRD #281894 SANTA ANA, CA
SEC
AUM
$156.9M
Employees
4
SPARX CAPITAL INVESTMENTS, INC.
CRD #301572 SAN FRANCISCO, CA
SEC
AUM
$157.1M
Employees
3
RAYNER & HAYNOR
CRD #108190 MILL VALLEY, CA
SEC
AUM
$157.6M
Employees
1
PINNACLE VENTURES, L.L.C.
CRD #148908 BURLINGAME, CA
Private Funds
AUM
$157.9M
Employees
3
O'CONNOR WEALTH MANAGEMENT, INC.
CRD #152316 MONROVIA, CA
SEC
AUM
$158.6M
Employees
2
ROBINHOOD ASSET MANAGEMENT, LLC
CRD #323736 MENLO PARK, CA
SEC
AUM
$158.7M
Employees
56
APS MANAGEMENT GROUP, INC.
CRD #284697 TORRANCE, CA
SEC
AUM
$158.7M
Employees
6
DRH INVESTMENTS, INC.
CRD #164945 THOUSAND OAKS, CA
SEC
AUM
$159M
Employees
4