RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CINQUE PARTNERS LLC
CRD #159789 LOS ANGELES, CA
SEC Private Funds
AUM
$183.5M
Employees
--
NEOSHO CAPITAL LLC
CRD #130779 LA JOLLA, CA
SEC
AUM
$183.5M
Employees
4
ELIOT FINKEL INVESTMENT COUNSEL, LLC
CRD #104695 BEVERLY HILLS, CA
SEC
AUM
$183.7M
Employees
3
QCA CAPITAL MANAGEMENT INC
CRD #112104 LOS ANGELES, CA
SEC
AUM
$183.8M
Employees
8
SHERIDAN CAPITAL MANAGEMENT, LLC
CRD #156705 SAN RAFAEL, CA
SEC
AUM
$184.2M
Employees
1
SPECTRUM PLANNING & ADVISORY SERVICES INC.
CRD #170093 SAN DIEGO, CA
SEC
AUM
$184.2M
Employees
5
EMERALD BAY WEALTH MANAGEMENT LLC
CRD #160837 TAHOE CITY, CA
SEC
AUM
$184.2M
Employees
2
COASTWISE CAPITAL GROUP, LLC
CRD #139564 LA JOLLA, CA
SEC
AUM
$184.5M
Employees
4
SAPIENCE INVESTMENTS, LLC
CRD #284720 IRVINE, CA
SEC
AUM
$184.7M
Employees
7
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
CRD #112414 IRVINE, CA
SEC
AUM
$184.9M
Employees
5
TPG ADVISORS LLC
CRD #151662 WOODLAND HILLS, CA
SEC Disclosures
AUM
$185M
Employees
6
OPTIMIZE FINANCIAL INC.
CRD #315963 LAGUNA HILLS, CA
SEC
AUM
$185.1M
Employees
7
MOSLEY WEALTH MANAGEMENT, INC.
CRD #318592 ANAHEIM, CA
SEC
AUM
$185.1M
Employees
15
KESTREL INVESTMENT MANAGEMENT CORP
CRD #106789 SAN MATEO, CA
SEC Private Funds
AUM
$185.6M
Employees
7
RING MOUNTAIN CAPITAL, LLC
CRD #288714 TIBURON, CA
SEC
AUM
$185.7M
Employees
1
TEAM FINANCIAL GROUP, LLC
CRD #309411 TEMECULA, CA
SEC
AUM
$185.8M
Employees
7
ROSENWALD CAPITAL MANAGEMENT INC
CRD #104630 REDONDO BEACH, CA
SEC
AUM
$186M
Employees
5
ACCORD EQUITY ADVISORS LLC
CRD #166977 SAN FRANCISCO, CA
SEC Private Funds
AUM
$186.2M
Employees
4
BERSOT CAPITAL MANAGEMENT, LLC
CRD #139090 TIBURON, CA
SEC
AUM
$186.2M
Employees
3
JANUARY CAPITAL ADVISORS LLC
CRD #177514 SAN FRANCISCO, CA
SEC
AUM
$186.2M
Employees
4
ANCHOR POINT FINANCIAL LLC
CRD #334103 BAKERSFIELD, CA
SEC
AUM
$186.3M
Employees
1
MILLER AVENUE ADVISORS LLC
CRD #313523 MILL VALLEY, CA
SEC
AUM
$186.5M
Employees
3
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
CRD #166003 WALNUT CREEK, CA
SEC Private Funds
AUM
$186.5M
Employees
9
BRIGHTPATH WEALTH PLANNING, LLC
CRD #160563 CAMARILLO, CA
SEC
AUM
$186.7M
Employees
4
QUANTITATIVE STRATEGIES, INC.
CRD #117908 CALABASAS, CA
SEC
AUM
$186.8M
Employees
2