RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GRECU CAPITAL MANAGEMENT, INC.
CRD #134841 ROSEVILLE, CA
SEC
AUM
$191.6M
Employees
1
7X7 ASSET MANAGEMENT LLC
CRD #160164 SAN FRANCISCO, CA
SEC Private Funds
AUM
$192M
Employees
--
SUPERIOR PLANNING, LLC
CRD #130711 SAN DIEGO, CA
SEC
AUM
$192.1M
Employees
12
HARDWORKING CAPITAL ADVISORS, LLC
CRD #226760 PALM DESERT, CA
SEC
AUM
$192.1M
Employees
2
GSI CAPITAL ADVISORS LLC
CRD #135143 NEWPORT BEACH, CA
SEC Private Funds
AUM
$192.4M
Employees
4
BLUE SUMMIT FINANCIAL GROUP, INC.
CRD #148782 SAN DIEGO, CA
SEC
AUM
$192.9M
Employees
2
NEWPORT WEALTH ADVISORS, INC.
CRD #137159 NEWPORT BEACH, CA
SEC
AUM
$193.3M
Employees
6
ARES FINANCIAL CONSULTING LLC
CRD #282852 CALABASAS, CA
SEC
AUM
$193.3M
Employees
4
ALLSTREET CAPITAL LLC
CRD #283564 LOS ANGELES, CA
SEC
AUM
$194M
Employees
3
AKJ ASSET MANAGEMENT, LLC
CRD #104688 PALO ALTO, CA
SEC
AUM
$194.2M
Employees
1
ASPIREAN WEALTH, LLC
CRD #173138 MILL VALLEY, CA
SEC
AUM
$194.8M
Employees
4
BEDROCK CAPITAL MANAGEMENT, INC.
CRD #120376 LOS ALTOS, CA
SEC
AUM
$194.8M
Employees
1
ECHO45 ADVISORS LLC
CRD #307265 WALNUT CREEK, CA
SEC
AUM
$194.9M
Employees
7
KAHN ASSET MANAGEMENT, INC.
CRD #152380 BEVERLY HILLS, CA
SEC
AUM
$194.9M
Employees
4
L CAPITAL, LLC
CRD #277098 WINDSOR, CA
SEC Private Funds
AUM
$195M
Employees
2
SP INVESTMENTS MANAGEMENT, LLC
CRD #157659 SAN FRANCISCO, CA
SEC Private Funds
AUM
$195.2M
Employees
8
TURNBERRY FINANCIAL SERVICES, INC.
CRD #109839 WESTLAKE VILLAGE, CA
SEC
AUM
$195.7M
Employees
1
WELTON INVESTMENT CORPORATION
CRD #162707 CARMEL, CA
SEC Private Funds
AUM
$195.9M
Employees
18
B.B. GRAHAM & COMPANY, INC.
CRD #41533 ORANGE, CA
SEC Disclosures
AUM
$196.1M
Employees
28
BULL OAK CAPITAL, LLC
CRD #170325 RANCHO SANTA FE, CA
SEC
AUM
$196.2M
Employees
6
PROSSIMO ADVISORS LLC
CRD #289347 SAN LUIS OBISPO, CA
SEC
AUM
$196.3M
Employees
4
MATTHES CAPITAL MANAGEMENT, LLC
CRD #136144 SAN FRANCISCO, CA
SEC
AUM
$196.4M
Employees
5
PERSONAL FINANCIAL CONSULTANTS, INC.
CRD #26440 LAFAYETTE, CA
SEC
AUM
$196.4M
Employees
5
MANIFOLD PARTNERS LLC
CRD #168181 SAN FRANCISCO, CA
SEC Private Funds
AUM
$196.5M
Employees
16
CUREWELL CAPITAL MANAGEMENT, LLC
CRD #318142 LOS ANGELES, CA
SEC Private Funds
AUM
$196.8M
Employees
5