RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SUN GROUP WEALTH PARTNERS LLC
CRD #166372 IRVINE, CA
SEC
AUM
$178.9M
Employees
8
CHARTIST INC
CRD #105072 LONG BEACH, CA
SEC
AUM
$179.1M
Employees
3
KARL KAPITAL LLC
CRD #333558 SAN FRANCISCO, CA
SEC Private Funds
AUM
$179.4M
Employees
6
CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION
CRD #134693 WALNUT CREEK, CA
SEC
AUM
$179.5M
Employees
5
DWR WEALTH MANAGEMENT, LLC
CRD #133743 SAN JOSE, CA
SEC
AUM
$179.6M
Employees
4
BRECEK & YOUNG ADVISORS, INC.
CRD #40395 FOLSOM, CA
SEC
AUM
$179.7M
Employees
11
JASON A PRATTES FINANCIAL INC
CRD #298746 NEWPORT BEACH, CA
SEC Private Funds
AUM
$180.3M
Employees
5
TORREY-PAYNE WEALTH MANAGEMENT, LLC
CRD #336703 PASADENA, CA
SEC
AUM
$180.3M
Employees
1
FILIGREE WEALTH ADVISORS, LLC
CRD #318729 IRVINE, CA
SEC
AUM
$180.5M
Employees
4
WILSHIRE QUINN CAPITAL, INC.
CRD #148012 SAN DIEGO, CA
SEC Private Funds
AUM
$180.6M
Employees
8
PLAN LIFE & WEALTH MANAGEMENT, INC.
CRD #44960 FRESNO, CA
SEC
AUM
$180.8M
Employees
6
LINQTO INVESTMENT MANAGEMENT, LLC
CRD #318630 SAN JOSE, CA
SEC
AUM
$181.2M
Employees
5
SACKETT WEALTH ADVISORS, INC.
CRD #289950 BREA, CA
SEC
AUM
$181.4M
Employees
4
ATTENTIVE INVESTMENTS, LLC
CRD #315478 STOCKTON, CA
SEC
AUM
$181.4M
Employees
3
BLUE MARBLE INVESTMENTS, LLC
CRD #141354 SANTA BARBARA, CA
SEC
AUM
$181.4M
Employees
3
SQUARE NINE CAPITAL, LLC
CRD #336297 LOS ANGELES, CA
SEC Private Funds
AUM
$181.5M
Employees
6
PINNACLE WEALTH MANAGEMENT, LLC
CRD #315578 ROSEVILLE, CA
SEC
AUM
$181.7M
Employees
4
PACIFIC FINANCIAL STRATEGIES, INC
CRD #151434 THOUSAND OAKS, CA
SEC
AUM
$181.7M
Employees
5
POWERS CAPITAL INVESTMENTS, INC.
CRD #145045 ANAHEIM HILLS, CA
SEC Private Funds
AUM
$181.9M
Employees
5
PINEAPPLE CAPITAL MANAGEMENT, LLC
CRD #171605 LAFAYETTE, CA
SEC Private Funds
AUM
$182.1M
Employees
2
THE WEALTHGARDEN F.S. LLC
CRD #311927 EL SEGUNDO, CA
SEC
AUM
$182.3M
Employees
4
CORNERSTONE WEALTH MANAGEMENT LLC
CRD #108404 SAN DIEGO, CA
SEC Private Funds
AUM
$182.6M
Employees
5
CML WEALTH MANAGEMENT, LLC
CRD #224516 BREA, CA
SEC
AUM
$182.9M
Employees
3
DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC
CRD #134615 LOS ANGELES, CA
SEC Private Funds
AUM
$183.2M
Employees
11
GBS FINANCIAL CORP.
CRD #16906 SANTA ROSA, CA
SEC Disclosures
AUM
$183.3M
Employees
51