RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
INVESTOR'S CAPITAL MANAGEMENT, LLC
CRD #141060 MENLO PARK, CA
SEC
AUM
$170.1M
Employees
4
HIPPOCRATIC FINANCIAL ADVISORS LLC
CRD #169481 WESTLAKE VILLAGE, CA
SEC
AUM
$170.2M
Employees
9
KARMEL CAPITAL MANAGEMENT LLC
CRD #307701 SOLANA BEACH, CA
SEC Private Funds
AUM
$170.3M
Employees
8
ELIJAH ASSET MANAGEMENT LLC
CRD #110259 SAN FRANCISCO, CA
SEC
AUM
$170.8M
Employees
--
CEDARSTONE ADVISORS
CRD #172653 THOUSAND OAKS, CA
SEC
AUM
$171M
Employees
3
M WEALTH MANAGEMENT, LLC
CRD #281532 SAN DIEGO, CA
SEC
AUM
$171M
Employees
3
MORTGAGE OPPORTUNITIES CAPITAL LLC
CRD #290422 LOS ANGELES, CA
SEC
AUM
$171M
Employees
20
INTEGRITY WEALTH PARTNERS, LLC
CRD #167314 WALNUT CREEK, CA
SEC
AUM
$171.1M
Employees
2
ORINDA ASSET MANAGEMENT LLC
CRD #154908 LAFAYETTE, CA
SEC
AUM
$171.2M
Employees
6
CAMBRIAN ASSET MANAGEMENT, INC.
CRD #291953 MILL VALLEY, CA
SEC Private Funds
AUM
$171.4M
Employees
8
APS ADVISORS
CRD #153504 JACKSON, CA
SEC
AUM
$171.5M
Employees
2
THINKEQUITY LLC
CRD #44274 SAN FRANCISCO, CA
SEC Disclosures
AUM
$172.1M
Employees
51
EVNINE & ASSOCIATES, INC.
CRD #113647 SAN FRANCISCO, CA
SEC
AUM
$172.5M
Employees
--
EVOLVED ALPHA, LLC
CRD #153150 MONTECITO, CA
SEC Private Funds
AUM
$172.7M
Employees
1
PROVIDENT CAPITAL CORP
CRD #111078 LA JOLLA, CA
SEC
AUM
$173M
Employees
5
ALTAMONT WEALTH MANAGEMENT, INC.
CRD #136031 LIVERMORE, CA
SEC
AUM
$173.2M
Employees
2
CERTIFIED PLANNERS, INC.
CRD #105364 SAN RAMON, CA
SEC
AUM
$173.5M
Employees
7
FOREST ROAD ASSET MANAGEMENT LLC
CRD #315600 EL SEGUNDO, CA
SEC Private Funds
AUM
$173.5M
Employees
19
MARRICK WEALTH, LLC
CRD #164758 IRVINE, CA
SEC
AUM
$173.8M
Employees
4
PRESIDIO GEARY MANAGEMENT, LLC
CRD #108878 SAN FRANCISCO, CA
SEC
AUM
$174.2M
Employees
10
GREENBERG GRAHAM ADVISORS LLC
CRD #128726 IRVINE, CA
SEC
AUM
$174.3M
Employees
3
VOYAGER MANAGEMENT, LLC
CRD #135434 LOS ANGELES, CA
SEC Private Funds
AUM
$174.4M
Employees
3
JCSD CAPITAL, LLC
CRD #163084 WALNUT CREEK, CA
SEC Private Funds
AUM
$174.4M
Employees
4
YESKE & CO INC
CRD #106082 SAN FRANCISCO, CA
SEC
AUM
$174.8M
Employees
5
HOFER & ASSOCIATES, INC.
CRD #282005 THOUSAND OAKS, CA
SEC
AUM
$174.8M
Employees
4