RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CBT FINANCIAL PLANNING, INC.
CRD #155867 IRVINE, CA
SEC
AUM
$203M
Employees
4
WAVELAND RESOURCES, LLC
CRD #298011 IRVINE, CA
SEC
AUM
$203.1M
Employees
3
LYLE, ALLAN GLEN
CRD #10603 SAN RAFAEL, CA
SEC
AUM
$203.5M
Employees
2
PATHWISE WEALTH PARTNERS, LLC
CRD #174215 WALNUT CREEK, CA
SEC
AUM
$203.6M
Employees
3
WAVENY CAPITAL MANAGEMENT, LP
CRD #171995 SAN FRANCISCO, CA
SEC Private Funds
AUM
$203.6M
Employees
5
GSB CAPITAL LLC
CRD #161482 SAN FRANCISCO, CA
SEC Private Funds
AUM
$204M
Employees
2
THE EVERGREEN ADVANTAGE MANAGEMENT, INC.
CRD #165547 SANTA MONICA, CA
SEC
AUM
$204.3M
Employees
4
CARLSBAD WEALTH ADVISORY GROUP, INC.
CRD #146587 CARLSBAD, CA
SEC
AUM
$204.4M
Employees
4
VOCE CAPITAL MANAGEMENT LLC
CRD #155225 SAN FRANCISCO, CA
SEC Private Funds
AUM
$204.5M
Employees
3
ROWLING DOLD & ASSOCIATES LLP
CRD #109603 SAN DIEGO, CA
SEC
AUM
$204.5M
Employees
5
INSIGHT CAPITAL MANAGEMENT, LLC
CRD #176530 SAN RAMON, CA
SEC
AUM
$205M
Employees
5
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
CRD #105570 WALNUT CREEK, CA
SEC
AUM
$205.4M
Employees
7
WEALTH TEAMS ALLIANCE INC.
CRD #168907 IRVINE, CA
SEC
AUM
$205.6M
Employees
26
HEIGHTS LLC
CRD #315969 LOS ANGELES, CA
SEC Private Funds
AUM
$205.6M
Employees
3
OTAY VILLAGE III MANAGER, LLC
CRD #298534 CARLSBAD, CA
Private Funds
AUM
$205.6M
Employees
3
VIVID FINANCIAL MANAGEMENT, INC.
CRD #174072 ORCUTT, CA
SEC
AUM
$205.9M
Employees
2
RINA WEALTH MANAGEMENT SERVICES LLC
CRD #288688 WALNUT CREEK, CA
SEC
AUM
$205.9M
Employees
2
BINGHAM PRIVATE WEALTH, LLC
CRD #330598 SAN FRANCISCO, CA
SEC
AUM
$206.1M
Employees
4
MGO PRIVATE WEALTH, LLC
CRD #283909 NEWPORT, CA
SEC
AUM
$206.2M
Employees
4
STRATEGIC WEALTH CAPITAL, LLC
CRD #326299 SAN FRANCISCO, CA
SEC
AUM
$206.5M
Employees
4
WE ALLIANCE WEALTH ADVISORS, INC.
CRD #175405 ROSEVILLE, CA
SEC
AUM
$206.6M
Employees
7
JHW FINANCIAL SERVICES INC.
CRD #31012 SAN RAFAEL, CA
SEC
AUM
$206.8M
Employees
51
CONQUIS FINANCIAL LLC
CRD #319579 MILLBRAE, CA
SEC
AUM
$206.9M
Employees
2
TRILINC GLOBAL ADVISORS, LLC
CRD #285161 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$207.7M
Employees
24
COPPERPLATE CAPITAL LLC
CRD #174528 MENLO PARK, CA
SEC Private Funds
AUM
$208.2M
Employees
3