RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PAN GLOBAL ADVISERS, LLC
CRD #301863 COSTA MESA, CA
SEC Private Funds
AUM
$225.7M
Employees
3
THE EHRLICH GROUP LLC
CRD #325595 LAGUNA NIGUEL, CA
SEC
AUM
$225.8M
Employees
5
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD #170029 CAMARILLO, CA
SEC
AUM
$226M
Employees
2
H & F INVESTORS IV BERMUDA, L.P.
CRD #115790 SAN FRANCISCO, CA
SEC
AUM
$226M
Employees
--
CQ WEALTH ADVISORS, INC.
CRD #313833 SAN DIEGO, CA
SEC
AUM
$226.1M
Employees
3
WESCOM FINANCIAL SERVICES, LLC
CRD #125650 ANAHEIM, CA
SEC
AUM
$226.1M
Employees
31
MADRONE INVESTMENT ADVISORY, LLC
CRD #149549 SAN RAFAEL, CA
SEC
AUM
$226.1M
Employees
1
VR ADVISORS, LLC
CRD #288803 LAFAYETTE, CA
SEC
AUM
$226.4M
Employees
2
AVILA RE CAPITAL, LLC
CRD #325431 CORTE MADERA, CA
SEC Private Funds
AUM
$226.7M
Employees
47
SORRENTO INVESTMENT CO LLC
CRD #111070 LOS ANGELES, CA
SEC
AUM
$227.2M
Employees
5
FIDUCIARY INVESTMENT COUNCIL, LLC
CRD #165458 SANTA BARBARA, CA
SEC
AUM
$227.4M
Employees
--
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD #144069 NEWPORT BEACH, CA
SEC
AUM
$227.6M
Employees
11
LEGACY WEALTH PARTNERS INC.
CRD #285031 CALABASAS, CA
SEC
AUM
$227.7M
Employees
4
SUMMIT FINANCIAL CONSULTANTS, INC.
CRD #134192 WESTLAKE VILLAGE, CA
SEC
AUM
$228M
Employees
11
MEISENBACH CAPITAL MANAGEMENT, INC.
CRD #138693 SAN DIEGO, CA
SEC
AUM
$228M
Employees
10
MKKS INVESTMENT ADVISORY SERVICES, INC
CRD #142487 SHERMAN OAKS, CA
SEC
AUM
$228.2M
Employees
1
WEDBUSH ASSET MANAGEMENT, LLC
CRD #161183 LOS ANGELES, CA
Private Funds
AUM
$229.4M
Employees
16
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD #168363 ROSEVILLE, CA
SEC
AUM
$229.8M
Employees
6
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD #323032 SAN DIEGO, CA
SEC
AUM
$229.9M
Employees
7
KEMP FINANCIAL MANAGEMENT, LLC
CRD #112127 FULLERTON, CA
SEC
AUM
$230M
Employees
3
PENNIALL & ASSOCIATES, INC.
CRD #121336 PASADENA, CA
SEC
AUM
$230M
Employees
10
INSIGHT INV LLC
CRD #172511 EL SEGUNDO, CA
SEC
AUM
$230M
Employees
5
WOLMAN WEALTH MANAGEMENT, INC.
CRD #133611 CULVER CITY, CA
SEC
AUM
$230.1M
Employees
2
ARTS & SCIENCES INVESTMENT MANAGEMENT, L.P.
CRD #288493 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$230.1M
Employees
8
FULLER INVESTMENT MANAGEMENT COMPANY
CRD #167467 PASADENA, CA
SEC Private Funds
AUM
$230.3M
Employees
9