RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
AOF MANAGEMENT LLC
CRD #170193 LOS ANGELES, CA
SEC Private Funds
AUM
$238.2M
Employees
6
VIENNA ASSET MANAGEMENT LLC
CRD #299725 SARATOGA, CA
SEC
AUM
$238.6M
Employees
2
SUPERBLOOM PARTNERS MANAGEMENT LLC
CRD #330218 VENICE, CA
SEC Private Funds
AUM
$238.7M
Employees
7
PRIMESTOR INVESTMENT MANAGEMENT, LLC
CRD #322066 CULVER CITY, CA
SEC Private Funds
AUM
$238.8M
Employees
45
LEO H. EVART, INC.
CRD #110263 REDWOOD CITY, CA
SEC
AUM
$238.9M
Employees
3
CENTURY PARK CAPITAL PARTNERS, LLC
CRD #158129 EL SEGUNDO, CA
SEC Private Funds
AUM
$239.5M
Employees
9
RETIREMENTADVICE | JKA
CRD #153803 ANAHEIM, CA
SEC
AUM
$239.5M
Employees
5
NEW MARKET WEALTH MANAGEMENT, LLC
CRD #171031 IRVINE, CA
SEC
AUM
$239.6M
Employees
6
BARLOW, LINDA, ANN
CRD #111643 SANTA ANA, CA
SEC
AUM
$239.6M
Employees
1
INSPIRED FINANCIAL LLC
CRD #125713 HUNTINGTON BEACH, CA
SEC
AUM
$240M
Employees
8
HALL PRIVATE WEALTH ADVISORS, LLC
CRD #175335 SAN DIEGO, CA
SEC
AUM
$240.3M
Employees
7
CALABASAS ADVISORY GROUP, LLC
CRD #288224 WESTLAKE VILLAGE, CA
SEC
AUM
$240.5M
Employees
2
SOLA IMPACT GROUP, LLC
CRD #313748 LOS ANGELES, CA
SEC Private Funds
AUM
$241.6M
Employees
150
ADVANCED FINANCIAL STRATEGIES INC
CRD #108296 IRVINE, CA
SEC
AUM
$241.6M
Employees
6
ST. CLOUD CAPITAL II, LLC
CRD #157409 LOS ANGELES, CA
Private Funds
AUM
$241.7M
Employees
9
PALISADES INVESTMENT PARTNERS, LLC
CRD #128173 EL SEGUNDO, CA
SEC
AUM
$242.3M
Employees
4
OMT CAPITAL MANAGEMENT, LLC
CRD #114106 SAN FRANCISCO, CA
SEC Private Funds
AUM
$242.3M
Employees
6
HEALTHPOINTCAPITAL MANAGEMENT, LLC
CRD #309041 SAN DIEGO, CA
SEC Private Funds
AUM
$242.8M
Employees
7
ACCELERATE INVESTMENT ADVISORS LLC
CRD #325859 ALISO VIEJO, CA
SEC
AUM
$242.8M
Employees
39
MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD #300330 SAN DIEGO, CA
SEC
AUM
$243M
Employees
6
ARCA INVESTMENT MANAGEMENT, LLC
CRD #298298 MARINA DEL REY, CA
SEC Private Funds
AUM
$243.2M
Employees
31
WOODSIDE ASSET MANAGEMENT INC
CRD #105704 MENLO PARK, CA
SEC
AUM
$243.3M
Employees
--
LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD #110376 LONG BEACH, CA
SEC
AUM
$244.3M
Employees
3
KACHKOVSKY & FISHER, INC.
CRD #117811 SAN DIEGO, CA
SEC
AUM
$244.5M
Employees
6
HMM GROUP LLC
CRD #289044 INDIAN WELLS, CA
SEC
AUM
$244.7M
Employees
3