RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GOLDEN STATE ASSET MANAGEMENT, LLC
CRD #299649 SANTA ANA, CA
SEC
AUM
$218.3M
Employees
8
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD #135234 VALENCIA, CA
SEC
AUM
$218.4M
Employees
3
ROSENWALD CAPITAL MANAGEMENT, INC.
CRD #290118 REDONDO BEACH, CA
SEC Private Funds
AUM
$218.5M
Employees
6
SAYBROOK FUND ADVISORS, LLC
CRD #158634 SANTA MONICA, CA
SEC Private Funds
AUM
$218.7M
Employees
9
LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD #164136 LOS ANGELES, CA
SEC Private Funds
AUM
$218.8M
Employees
4
ANCHOR BAY CAPITAL, INC.
CRD #116913 CARLSBAD, CA
SEC
AUM
$219.4M
Employees
6
PRECISE INVESTMENT MANAGEMENT, LLC
CRD #123672 SAN DIEGO, CA
SEC
AUM
$220M
Employees
5
FISAI US MANAGEMENT LLC
CRD #328574 LOS ANGELES, CA
SEC Private Funds
AUM
$220.4M
Employees
2
DANIEL INVESTMENT ASSOCIATES, LLC
CRD #157284 SANTA BARBARA, CA
SEC
AUM
$220.5M
Employees
1
ALCOSTA CAPITAL MANAGEMENT, INC.
CRD #128679 SAN RAMON, CA
SEC
AUM
$220.6M
Employees
2
KANE INVESTMENT MANAGEMENT, INC.
CRD #127337 LOS GATOS, CA
SEC
AUM
$220.6M
Employees
9
RINCON PACIFIC MANAGEMENT INC
CRD #108126 SAN CLEMENTE, CA
SEC
AUM
$221M
Employees
4
PAYPAL ASSET MANAGEMENT, INC.
CRD #111130 SAN JOSE, CA
SEC
AUM
$221M
Employees
10
PACIFIC CAPITAL ASSOCIATES, INC.
CRD #160407 SAN DIEGO, CA
SEC
AUM
$221.1M
Employees
6
PLUS CAPITAL MANAGEMENT, L.L.C.
CRD #167459 VENICE, CA
SEC Private Funds
AUM
$221.2M
Employees
9
BERKSON ASSET MANAGEMENT, INC.
CRD #131029 WOODLAND HILLS, CA
SEC
AUM
$221.3M
Employees
5
WOVENEARTH VENTURES, LLC
CRD #322556 PALO ALTO, CA
SEC Private Funds
AUM
$221.5M
Employees
10
SORRENTO PACIFIC FINANCIAL, LLC
CRD #127787 SAN DIEGO, CA
SEC Disclosures
AUM
$222.3M
Employees
248
AMERVEST COMPANY, INC.
CRD #105715 LOS ANGELES, CA
SEC
AUM
$222.8M
Employees
5
MONTCALM TCR LLC
CRD #164521 SAN FRANCISCO, CA
SEC Private Funds
AUM
$223.4M
Employees
4
NRI WEALTH MANAGEMENT, LLC
CRD #162234 SANTA CLARA, CA
SEC
AUM
$223.6M
Employees
2
PIVOTAL ASSET MANAGEMENT LLC
CRD #109360 SAN FRANCISCO, CA
SEC
AUM
$224M
Employees
--
AXIOM ADVISORY, LLC
CRD #131540 SAN DIEGO, CA
SEC
AUM
$224.1M
Employees
3
PORTFOLIO ADVISORS, INC.
CRD #106111 FRESNO, CA
SEC
AUM
$224.3M
Employees
7
DBL INVESTORS, LLC
CRD #144878 SAN FRANCISCO, CA
Private Funds
AUM
$225M
Employees
1