RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
THE KOCEN FINANCIAL GROUP, INC.
CRD #112129 RANCHO MIRAGE, CA
SEC
AUM
$163.4M
Employees
5
WEALTHGUARD ADVISORS, INC.
CRD #297192 PLACERVILLE, CA
SEC
AUM
$163.6M
Employees
4
WILLNER & HELLER LLC
CRD #135406 ENCINO, CA
SEC
AUM
$164M
Employees
3
HALL CAPITAL, LLC
CRD #153961 PASADENA, CA
SEC
AUM
$164M
Employees
3
NORWOOD INVESTMENT PARTNERS, LP
CRD #156280 MILL VALLEY, CA
SEC Private Funds
AUM
$164.1M
Employees
3
DOHENY ASSET MANAGEMENT, L.L.C.
CRD #106434 LOS ANGELES, CA
SEC
AUM
$164.2M
Employees
3
TAM ASSET MANAGEMENT INC
CRD #107867 NOVATO, CA
SEC
AUM
$164.4M
Employees
5
FRANK FINANCIAL SERVICES
CRD #147537 CARLSBAD, CA
SEC
AUM
$164.4M
Employees
2
NEWPORT ASIA LLC
CRD #118682 SAN FRANCISCO, CA
SEC Private Funds
AUM
$164.6M
Employees
9
RMR CAPITAL MANAGEMENT LLC
CRD #285334 TUSTIN, CA
SEC
AUM
$164.6M
Employees
1
SHIMA CAPITAL MANAGEMENT LLC
CRD #320929 IRVINE, CA
SEC Private Funds
AUM
$164.6M
Employees
11
LOGIC WEALTH MANAGEMENT, LLC
CRD #153453 PASADENA, CA
SEC
AUM
$164.7M
Employees
9
PARTNER ADVISORY SERVICES, L.P.
CRD #146756 SAN FRANCISCO, CA
SEC
AUM
$164.8M
Employees
--
LAMOND CAPITAL PARTNERS LLC
CRD #161397 SAN FRANCISCO, CA
SEC Private Funds
AUM
$164.8M
Employees
--
SAVITR CAPITAL LLC
CRD #154510 SAN FRANCISCO, CA
SEC Private Funds
AUM
$164.9M
Employees
9
PACIFIC ADVISORY GROUP INC
CRD #105583 PALO ALTO, CA
SEC
AUM
$165M
Employees
5
CRAWFORD, GREGORY JASON
CRD #134936 MODESTO, CA
SEC
AUM
$165.3M
Employees
2
INTEGRAL FINANCIAL SOLUTIONS, LLC
CRD #152926 SAN FRANCISCO, CA
SEC
AUM
$165.9M
Employees
3
MBF CAPITAL MANAGEMENT, INC.
CRD #131595 MILL VALLEY, CA
SEC
AUM
$166M
Employees
5
FIRST FOUNDATION ADVISORS, LLC
CRD #137852 IRVINE, CA
SEC
AUM
$166.1M
Employees
10
STAINES FINANCIAL, LLC
CRD #299405 ROSEVILLE, CA
SEC Private Funds
AUM
$166.2M
Employees
14
PALISADES MANAGEMENT, LLC
CRD #283376 LOS ANGELES, CA
SEC Private Funds
AUM
$166.3M
Employees
3
HBA ADVISORS, LLC
CRD #152050 PASADENA, CA
SEC
AUM
$166.8M
Employees
4
NINEPOINTTWO CAPITAL LLC
CRD #297270 LOS ANGELES, CA
SEC Private Funds
AUM
$167.1M
Employees
2
WHITE RIVER INVESTMENT PARTNERS, LLC
CRD #138145 SAN FRANCISCO, CA
SEC Private Funds
AUM
$167.2M
Employees
1