RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FIRST OAK CAPITAL MANAGEMENT LLC
CRD #155986 SAN FRANCISCO, CA
SEC Private Funds
AUM
$208.3M
Employees
7
MISSION HILLS FINANCIAL ADVISORY LLC
CRD #328516 SAN DIEGO, CA
SEC Disclosures
AUM
$208.7M
Employees
3
SILVER OAK WEALTH ADVISORS, LLC
CRD #133904 LOS ANGELES, CA
SEC
AUM
$208.9M
Employees
4
CERDA MUNOZ ADVISORS, INC
CRD #170784 WHITTIER, CA
SEC
AUM
$209.2M
Employees
7
SPRINGER INVESTMENT MANAGEMENT, INC.
CRD #111072 SACRAMENTO, CA
SEC Disclosures
AUM
$209.4M
Employees
4
PACIFIC PARK FINANCIAL, INC.
CRD #122867 LAGUNA HILLS, CA
SEC
AUM
$209.5M
Employees
2
AMERISTOCK CORPORATION
CRD #107242 ALAMEDA, CA
SEC
AUM
$209.8M
Employees
6
MAINSTREAM CAPITAL MANAGEMENT LLC
CRD #297145 LOS ANGELES, CA
SEC
AUM
$209.9M
Employees
4
DELTA ACCUMULATION, LLC
CRD #286434 SAUSALITO, CA
SEC Private Funds
AUM
$210M
Employees
3
HELLMAN & FRIEDMAN ADMINISTRATION LLC
CRD #133314 SAN FRANCISCO, CA
SEC
AUM
$210M
Employees
--
WEDGEWOOD ASSET MANAGEMENT, LLC
CRD #312054 REDONDO BEACH, CA
SEC Private Funds
AUM
$210.1M
Employees
3
LFS ASSET MANAGEMENT
CRD #154223 SAN RAMON, CA
SEC
AUM
$210.4M
Employees
7
ERMAN RETIREMENT ADVISORY
CRD #113903 SEAL BEACH, CA
SEC
AUM
$210.5M
Employees
4
SENTINEL GLOBAL LP
CRD #326444 SAN FRANCISCO, CA
SEC Private Funds
AUM
$210.6M
Employees
10
FIRST Q CAPITAL, LLC
CRD #138689 NEWPORT BEACH, CA
SEC
AUM
$211M
Employees
--
OUR WEALTH GUIDES, INC.
CRD #296866 WESTLAKE VILLAGE, CA
SEC
AUM
$211.7M
Employees
3
TIDECREST WEALTH MANAGEMENT, LLC
CRD #332422 NEWPORT BEACH, CA
SEC
AUM
$212M
Employees
3
CYMRIC FAMILY OFFICE SERVICES
CRD #109851 COSTA MESA, CA
SEC
AUM
$212.3M
Employees
10
OCEANIQ CAPITAL, LLC
CRD #168062 REDWOOD CITY, CA
SEC Private Funds Disclosures
AUM
$212.4M
Employees
5
CONNOR CAPITAL SB, LLC
CRD #283073 SANTA BARBARA, CA
SEC Private Funds
AUM
$212.6M
Employees
4
SIERRA PACIFIC PRIVATE WEALTH, LLC
CRD #131738 PLEASANTON, CA
SEC
AUM
$212.7M
Employees
5
SENTINEL ROCK REALTY TRUST INC.
CRD #337421 MODESTO, CA
SEC Private Funds
AUM
$212.7M
Employees
25
CONWAY CAPITAL MANAGEMENT, INC.
CRD #133260 BURBANK, CA
SEC
AUM
$212.8M
Employees
1
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD #151765 DAVIS, CA
SEC
AUM
$212.8M
Employees
3
NOBLE WEALTH MANAGEMENT, INC.
CRD #169963 NEWPORT BEACH, CA
SEC
AUM
$212.9M
Employees
6