RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
THOUSAND OAKS FINANCIAL CORPORATION
CRD #109561 THOUSAND OAKS, CA
SEC
AUM
$186.9M
Employees
8
THE PUTNEY FINANCIAL GROUP LLC
CRD #111639 SAN RAFAEL, CA
SEC
AUM
$187.3M
Employees
7
RAYMOND J. LUCIA COMPANIES, INC.
CRD #115670 SAN DIEGO, CA
SEC
AUM
$187.5M
Employees
--
GATES PASS ADVISORS, LLC
CRD #269983 LOS ALTOS, CA
SEC
AUM
$188M
Employees
4
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CRD #304617 WALNUT CREEK, CA
SEC
AUM
$188.1M
Employees
3
GOLDENSTONE WEALTH MANAGEMENT, LLC
CRD #310041 EL DORADO HILLS, CA
SEC
AUM
$188.2M
Employees
2
INFLECTION CAPITAL MANAGEMENT, LLC
CRD #333157 SAN FRANCISCO, CA
SEC
AUM
$188.5M
Employees
9
SYMPHONY FINANCIAL PLANNING LLC
CRD #137885 DAVIS, CA
SEC
AUM
$188.5M
Employees
7
POWER ASSET MANAGEMENT LLC
CRD #128580 LOS ANGELES, CA
SEC
AUM
$189M
Employees
1
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
CRD #155348 LA MESA, CA
SEC
AUM
$189.4M
Employees
5
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC
CRD #141988 WOODLAND HILLS, CA
SEC
AUM
$189.5M
Employees
17
GREAT GABLE ADVISORS, LLC
CRD #297501 BEVERLY HILLS, CA
SEC
AUM
$189.7M
Employees
3
X ADVISORS, LLC
CRD #315838 SANTA MARIA, CA
SEC
AUM
$189.9M
Employees
7
MAVEN EQUITY PARTNERS, LLC
CRD #304461 LARKSPUR, CA
SEC Private Funds
AUM
$190M
Employees
2
WESTON CAPITAL MANAGEMENT INC
CRD #105569 LOS ANGELES, CA
SEC
AUM
$190.1M
Employees
6
ARGYLE CAPITAL PARTNERS, LLC
CRD #162246 LOS ANGELES, CA
SEC
AUM
$190.4M
Employees
3
MPWA, INC.
CRD #148484 BAKERSFIELD, CA
SEC
AUM
$190.7M
Employees
4
DUNCAN INVESTMENT ADVISORS, INC.
CRD #155836 CARLSBAD, CA
SEC
AUM
$190.9M
Employees
8
TREND TRADE PRO, LLC
CRD #328383 PASADENA, CA
SEC
AUM
$191M
Employees
1
M83 INVESTMENT GROUP, LLC
CRD #332416 CALABASAS, CA
SEC
AUM
$191M
Employees
6
UNDERHILL INVESTMENT MANAGEMENT LLC
CRD #140390 GREENBRAE, CA
SEC
AUM
$191.1M
Employees
6
IPCC ADVISOR, LP
CRD #323562 SANTA MONICA, CA
SEC Private Funds
AUM
$191.3M
Employees
45
CAVES & ASSOCIATES, LLC
CRD #167410 MANHATTAN BEACH, CA
SEC
AUM
$191.3M
Employees
4
HIGHBAR MANAGEMENT, LLC
CRD #166244 MENLO PARK, CA
SEC Private Funds
AUM
$191.3M
Employees
2
WARD & ASSOCIATES
CRD #107878 SAN DIEGO, CA
SEC
AUM
$191.3M
Employees
2