RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GOLD HILL CAPITAL MANAGEMENT, LLC
CRD #158141 PLEASANT HILL, CA
Private Funds
AUM
$213.2M
Employees
12
AIB GOVETT, INC.
CRD #111818 SAN FRANCISCO, CA
SEC
AUM
$213.3M
Employees
5
CROWN ADVISORS MANAGEMENT, INC.
CRD #109720 LARKSPUR, CA
SEC Private Funds
AUM
$213.3M
Employees
2
DB WEALTH MANAGEMENT GROUP, LLC
CRD #135317 SAN DIEGO, CA
SEC
AUM
$213.4M
Employees
5
SEARCHLIGHT MANAGEMENT CO., L.L.C.
CRD #160876 MENLO PARK, CA
Private Funds
AUM
$213.5M
Employees
12
STERLING GLOBAL STRATEGIES, LLC
CRD #172404 CARLSBAD, CA
SEC
AUM
$214M
Employees
5
STRATEGIC RETIREMENT ADVISORS, LLC
CRD #142887 ELK GROVE, CA
SEC
AUM
$214.2M
Employees
2
LEWIS ASSET MANAGEMENT, LLC
CRD #143409 LAFAYETTE, CA
SEC
AUM
$214.3M
Employees
5
CAPRICE CAPITAL PARTNERS, LLC
CRD #307048 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$214.4M
Employees
6
STANDARD PACIFIC CAPITAL LLC
CRD #106985 SAN FRANCISCO, CA
SEC Private Funds
AUM
$214.6M
Employees
17
THE LITIGATION FUND MANAGER, LLC
CRD #330517 MILL VALLEY, CA
SEC Private Funds
AUM
$214.8M
Employees
3
DE SANTIS CAPITAL MANAGEMENT, L.P.
CRD #110589 NOVATO, CA
SEC
AUM
$214.9M
Employees
5
SUGARMAN, JASON ADAM
CRD #136736 NEWPORT BEACH, CA
SEC
AUM
$215M
Employees
5
PERSISTENT EDGE MANAGEMENT, LLC
CRD #121369 SAN FRANCISCO, CA
SEC
AUM
$215M
Employees
5
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
CRD #290062 SHERMAN OAKS, CA
SEC
AUM
$215.2M
Employees
5
CASTLE WEALTH PLANNING LLC
CRD #141601 SANTA BARBARA, CA
SEC
AUM
$215.5M
Employees
3
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
CRD #106268 MISSION VIEJO, CA
SEC
AUM
$216M
Employees
4
PROSPERITY WEALTH PLANNING LLC
CRD #315163 IRVINE, CA
SEC
AUM
$216.1M
Employees
6
ALAMBIC INVESTMENT MANAGEMENT, L.P.
CRD #143336 LARKSPUR, CA
SEC Private Funds
AUM
$216.5M
Employees
8
BODRI CAPITAL MANAGEMENT, LLC
CRD #158076 SAN FRANCISCO, CA
SEC Private Funds
AUM
$217M
Employees
6
WEALTH MANAGEMENT ADVISORS, INC.
CRD #106194 NOVATO, CA
SEC
AUM
$217.2M
Employees
10
TRIVANT CUSTOM PORTFOLIO GROUP LLC
CRD #129803 SAN DIEGO, CA
SEC
AUM
$217.5M
Employees
4
PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD #144789 SANTA BARBARA, CA
SEC
AUM
$217.7M
Employees
3
MAREST CAPITAL, LLC
CRD #315958 ENCINO, CA
SEC
AUM
$217.9M
Employees
3
ACAP ASSET MANAGEMENT, INC.
CRD #149452 STUDIO CITY, CA
SEC
AUM
$218M
Employees
5