RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CLEARVIEW WEALTH MANAGEMENT, LLC
CRD #288978 IRVINE, CA
SEC
AUM
$159.1M
Employees
4
PREDEX CAPITAL MANAGEMENT, LLC
CRD #167351 EL SEGUNDO, CA
SEC
AUM
$159.2M
Employees
5
LEWIS CAPITAL MANAGEMENT, LLC
CRD #133619 BEVERLY HILLS, CA
SEC
AUM
$159.4M
Employees
1
GOLDEN K WEALTH MANAGEMENT, LLC
CRD #156588 WOODLAND HILLS, CA
SEC Private Funds
AUM
$159.5M
Employees
6
GASBER FINANCIAL ADVISORS, INC
CRD #157329 FOLSOM, CA
SEC
AUM
$159.9M
Employees
4
EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
CRD #140929 SAN FRANCISCO, CA
SEC
AUM
$159.9M
Employees
4
LONGEVITY CAPITAL MANAGEMENT LLC
CRD #328283 THOUSAND OAKS, CA
SEC
AUM
$160M
Employees
3
GLOBAL WEALTH STRATEGIES LLC
CRD #127059 PALO ALTO, CA
SEC
AUM
$160M
Employees
1
BURLINGAME ASSET MANAGEMENT, LLC
CRD #126565 SAN FRANCISCO, CA
Private Funds
AUM
$160.5M
Employees
1
GOLDEN GATE PERSONAL FINANCIAL PLANNING
CRD #132264 SAN FRANCISCO, CA
SEC
AUM
$160.7M
Employees
1
ENGEBRETSON CAPITAL MANAGEMENT, INC
CRD #110067 NEWPORT BEACH, CA
SEC
AUM
$161.1M
Employees
5
DCA FAMILY OFFICE, LLC
CRD #322047 ROSEVILLE, CA
SEC
AUM
$161.7M
Employees
16
PRESIDIUM PARTNERS, LLC
CRD #144589 SAN RAMON, CA
SEC
AUM
$161.9M
Employees
2
K2 FINANCIAL INC.
CRD #300913 GLENDORA, CA
SEC
AUM
$161.9M
Employees
10
BAYBRIDGE CAPITAL GROUP, LLC
CRD #284867 LIVERMORE, CA
SEC
AUM
$162.2M
Employees
5
NDWM LLC
CRD #151284 LA JOLLA, CA
SEC
AUM
$162.4M
Employees
2
DUCKWORTH WEALTH ADVISORS, INC.
CRD #108114 NEWPORT BEACH, CA
SEC
AUM
$162.4M
Employees
4
OCEAN FUND ADVISORS LLC
CRD #108034 SANTA MONICA, CA
SEC
AUM
$162.4M
Employees
5
ASL FINANCIAL, LLC
CRD #115479 LOS GATOS, CA
SEC
AUM
$162.5M
Employees
1
GRATIA CAPITAL, LLC
CRD #163876 LOS ANGELES, CA
SEC Private Funds
AUM
$162.7M
Employees
3
MITCHELL PORTFOLIO MANAGEMENT, L.P.
CRD #164841 COSTA MESA, CA
Private Funds
AUM
$163M
Employees
5
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
CRD #304938 OAKLAND, CA
SEC Private Funds
AUM
$163.1M
Employees
2
CLUTINGER WILLIAMS & VERHOYE INC
CRD #111082 SAN DIEGO, CA
SEC
AUM
$163.1M
Employees
2
GENTER ADVISORS LLC
CRD #113916 LOS ANGELES, CA
SEC
AUM
$163.2M
Employees
64
ALETHEIA RESEARCH AND MANAGEMENT INC
CRD #107877 SANTA MONICA, CA
SEC Private Funds Disclosures
AUM
$163.3M
Employees
10