RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD #112079 PETALUMA, CA
SEC
AUM
$197.2M
Employees
3
TRIAVERA CAPITAL LLC
CRD #329548 LARKSPUR, CA
SEC Private Funds
AUM
$198.7M
Employees
1
SWP FINANCIAL LLC
CRD #327885 SAN DIEGO, CA
SEC
AUM
$199.9M
Employees
5
IEC REAL ESTATE VENTURES CORPORATION
CRD #115246 LOS ALTOS, CA
SEC
AUM
$200M
Employees
51
AMARA FINANCIAL, LLC
CRD #308290 SAN FRANCISCO, CA
SEC
AUM
$200.1M
Employees
3
B. RILEY CAPITAL MANAGEMENT, LLC
CRD #160510 LOS ANGELES, CA
SEC Private Funds
AUM
$200.4M
Employees
9
FISCHER INVESTMENT STRATEGIES, LLC
CRD #156883 WESTLAKE VILLAGE, CA
SEC
AUM
$200.4M
Employees
5
PRIVATE CAPITAL MANAGEMENT, INC.
CRD #120634 LARKSPUR, CA
SEC
AUM
$200.4M
Employees
2
CHRIS BULMAN INC.
CRD #313552 ROSEVILLE, CA
SEC
AUM
$200.6M
Employees
16
PORT STREET INVESTMENTS, LLC
CRD #168596 NEWPORT BEACH, CA
SEC
AUM
$200.6M
Employees
3
MARK GILLAM ENTERPRISES
CRD #108632 FAIR OAKS, CA
SEC
AUM
$200.7M
Employees
6
CAMELOT TECHNOLOGY ADVISORS, INC.
CRD #128053 SAN FRANCISCO, CA
SEC
AUM
$200.9M
Employees
2
FORTEM FINANCIAL, LLC
CRD #283097 PALM DESERT, CA
SEC
AUM
$200.9M
Employees
5
JLFRANKLIN WEALTH PLANNING, LLC
CRD #131690 SAN RAFAEL, CA
SEC
AUM
$201.4M
Employees
3
MACLEAN CAPITAL ADVISORS, LLC
CRD #156978 INDIAN WELLS, CA
SEC
AUM
$201.4M
Employees
3
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
CRD #145096 NOVATO, CA
SEC
AUM
$201.5M
Employees
2
KANANI ADVISORY GROUP INC.
CRD #288314 IRVINE, CA
SEC
AUM
$201.5M
Employees
8
STEPHENS INVESTMENT MANAGEMENT, LLC
CRD #124968 SAN FRANCISCO, CA
SEC
AUM
$201.6M
Employees
5
JGE CAPITAL MANAGEMENT, LLC
CRD #137473 SAN FRANCISCO, CA
Private Funds
AUM
$202.1M
Employees
6
URBAN WEALTH MANAGEMENT GROUP LLC
CRD #285633 EL SEGUNDO, CA
SEC
AUM
$202.1M
Employees
5
DSS ADVISORS LLC
CRD #107977 EMERYVILLE, CA
SEC
AUM
$202.2M
Employees
5
WINTERS FINANCIAL GROUP, INC.
CRD #309549 WESTLAKE VILLAGE, CA
SEC
AUM
$202.3M
Employees
3
SEEK FIRST INC.
CRD #312546 CAMPBELL, CA
SEC
AUM
$202.7M
Employees
7
ARCHER CAPITAL PARTNERS, LLC
CRD #134026 MILL VALLEY, CA
SEC
AUM
$202.7M
Employees
5
QUANTUM CAPITAL MANAGEMENT CO
CRD #106763 CORTE MADERA, CA
SEC
AUM
$202.8M
Employees
10