RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SAGE STONE WEALTH MANAGEMENT LLC
CRD #155477 LA JOLLA, CA
SEC
AUM
$230.4M
Employees
5
RICE FINANCIAL CONSULTING, INC.
CRD #170346 LOS GATOS, CA
SEC
AUM
$230.7M
Employees
5
TABR CAPITAL MANAGEMENT, LLC
CRD #129959 ORANGE, CA
SEC
AUM
$231.2M
Employees
4
O'BRIEN INVESTMENT MANAGEMENT, LLC
CRD #284057 TORRANCE, CA
SEC
AUM
$231.3M
Employees
3
FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD #286079 DANVILLE, CA
SEC
AUM
$231.6M
Employees
2
FLATROCK WEALTH PARTNERS LLC
CRD #321777 NEWPORT BEACH, CA
SEC
AUM
$232.4M
Employees
3
CARBON COLLECTIVE INVESTING, LLC
CRD #310129 OAKLAND, CA
SEC
AUM
$232.6M
Employees
5
M37 MANAGEMENT LP
CRD #332714 MENLO PARK, CA
SEC Private Funds
AUM
$232.6M
Employees
5
FF ADVISORS, LLC
CRD #316723 MANHATTAN BEACH, CA
SEC
AUM
$232.8M
Employees
4
WOODSIDE ASSET MANAGEMENT, INC.
CRD #123301 MENLO PARK, CA
SEC
AUM
$233.3M
Employees
--
WACKER ROBERT EUGENE
CRD #112310 SAN LUIS OBISPO, CA
SEC
AUM
$234.2M
Employees
10
KAIZEN FINANCIAL STRATEGIES, LLC
CRD #298248 CAMPBELL, CA
SEC
AUM
$234.4M
Employees
5
RHS FINANCIAL, LLC
CRD #149435 SAN FRANCISCO, CA
SEC
AUM
$234.5M
Employees
3
SIENA WEALTH MANAGEMENT, INC.
CRD #146902 SAN JOSE, CA
SEC
AUM
$234.7M
Employees
5
FLIGHT DECK CAPITAL, LP
CRD #311353 SAN FRANCISCO, CA
SEC Private Funds
AUM
$234.7M
Employees
4
SAYBROOK ADVISORS, LLC
CRD #139018 LOS ANGELES, CA
SEC Private Funds
AUM
$234.7M
Employees
5
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD #109844 LOS ANGELES, CA
SEC
AUM
$234.7M
Employees
2
CASILIO LEITCH INVESTMENTS, LLC
CRD #173152 WALNUT CREEK, CA
SEC
AUM
$235.1M
Employees
4
BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD #134950 SAN FRANCISCO, CA
SEC
AUM
$235.8M
Employees
3
MCCULLOUGH ANDREWS & CAPPIELLO INC
CRD #105924 SAN FRANCISCO, CA
SEC
AUM
$236.1M
Employees
10
TENZING GLOBAL MANAGEMENT LLC
CRD #159696 SAN FRANCISCO, CA
SEC Private Funds
AUM
$236.2M
Employees
4
CSC UPSHOT VENTURES MANAGEMENT, LLC
CRD #283270 PALO ALTO, CA
SEC Private Funds
AUM
$236.9M
Employees
4
PANORAMIC CAPITAL, LLC
CRD #153450 LARKSPUR, CA
SEC Private Funds
AUM
$237.5M
Employees
5
EMPYRION WEALTH MANAGEMENT, INC.
CRD #105888 ROSEVILLE, CA
SEC
AUM
$238M
Employees
2
GRANITE CAPITAL MANAGEMENT, LLC
CRD #141743 OAKLAND, CA
SEC
AUM
$238.1M
Employees
2