RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
VERITY WEALTH ADVISORS, LLC
CRD #126742 SAUSALITO, CA
SEC
AUM
$244.8M
Employees
2
HEEG ALBERT JOSEPH JR.
CRD #110837 ALAMEDA, CA
SEC
AUM
$245.5M
Employees
1
TWIN LAKES CAPITAL MANAGEMENT, LLC
CRD #137522 REDWOOD SHORES, CA
SEC
AUM
$246M
Employees
5
BENNICAS & ASSOCIATES, INC.
CRD #105102 PORTOLA VALLEY, CA
SEC
AUM
$246.1M
Employees
5
TELEGRAPH HILL INVESTMENT COUNSEL
CRD #108372 SAN FRANCISCO, CA
SEC
AUM
$246.2M
Employees
10
PACIFIC GROVE CAPITAL LP
CRD #172659 SAN FRANCISCO, CA
Private Funds
AUM
$247.1M
Employees
4
COOPER CAPITAL ADVISORS, LLC
CRD #305121 ENCINITAS, CA
SEC
AUM
$247.7M
Employees
4
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD #329575 POWAY, CA
SEC
AUM
$247.8M
Employees
4
MFA WEALTH SERVICES
CRD #169013 THOUSAND OAKS, CA
SEC
AUM
$248.2M
Employees
3
SDR CAPITAL MANAGEMENT, INC.
CRD #109858 SAN FRANCISCO, CA
SEC
AUM
$248.6M
Employees
5
FALCON BRIDGE CAPITAL II, LLC
CRD #156661 OAKLAND, CA
SEC
AUM
$248.7M
Employees
6
CMR CAPITAL MANAGEMENT, LLC
CRD #284054 PASADENA, CA
SEC Private Funds
AUM
$248.8M
Employees
6
NPB FINANCIAL GROUP, LLC
CRD #137743 BURBANK, CA
SEC
AUM
$248.8M
Employees
5
TMFS-SAN FRANCISCO-OAKLAND, LLC
CRD #134173 SANTA CLARA, CA
SEC
AUM
$249.4M
Employees
3
LAUREL GROVE CAPITAL LLC
CRD #107503 LOS ANGELES, CA
SEC
AUM
$249.4M
Employees
6
CORRIDOR CAPITAL, LLC
CRD #160922 LOS ANGELES, CA
SEC Private Funds
AUM
$249.6M
Employees
10
HESEN & HASLAM, LLC
CRD #286235 WOODLAND HILLS, CA
SEC
AUM
$250M
Employees
5
WALLACE ADVISORY GROUP, LLC
CRD #281049 LAFAYETTE, CA
SEC
AUM
$250M
Employees
2
WIIKEN & GORMAN LLC
CRD #111699 PETALUMA, CA
SEC
AUM
$250M
Employees
2
C-J ADVISORY, INC.
CRD #133665 SAN JOSE, CA
SEC
AUM
$250.5M
Employees
4
CLAIRVUE REALTY ADVISORS, LLC
CRD #157404 SAN FRANCISCO, CA
Private Funds
AUM
$250.7M
Employees
--
ARROYO INVESTMENT GROUP, LLC
CRD #130243 PASADENA, CA
SEC
AUM
$250.7M
Employees
8
VICTUS CAPTIAL WEALTH, LLC
CRD #154899 SANTA MONICA, CA
SEC
AUM
$250.9M
Employees
4
MOUNT TAMALPAIS ASSET MANAGEMENT, LLC
CRD #301017 LARKSPUR, CA
SEC
AUM
$251M
Employees
4
GKM ADVISERS INC.
CRD #108699 LOS ANGELES, CA
SEC
AUM
$251M
Employees
5