RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HARMONY POINT WEALTH ADVISORS, INC.
CRD #323643 IRVINE, CA
SEC
AUM
$251.3M
Employees
3
ALAMAR CAPITAL MANAGEMENT, LLC
CRD #154413 SANTA BARBARA, CA
SEC
AUM
$251.4M
Employees
3
SIMPLIFI, INC.
CRD #154900 SAN DIEGO, CA
SEC
AUM
$251.5M
Employees
4
EXCOLERE EQUITY PARTNERS, LLC
CRD #324822 LOS ANGELES, CA
SEC Private Funds
AUM
$251.6M
Employees
10
CARTER FINANCIAL, LLC
CRD #298327 LA JOLLA, CA
SEC
AUM
$251.9M
Employees
3
DRAPER FISHER JURVETSON MEVC MANAGEMENT CO LLC
CRD #112570 REDWOOD CITY, CA
SEC
AUM
$253.2M
Employees
10
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD #120267 PETALUMA, CA
SEC
AUM
$253.6M
Employees
3
MILLIE CAPITAL MANAGEMENT LLC
CRD #110319 WALNUT CREEK, CA
SEC
AUM
$253.8M
Employees
4
CLEARLAKE ADVISORS, L.L.C.
CRD #129627 SAN ANSELMO, CA
SEC Private Funds
AUM
$253.8M
Employees
4
HELIX INVESTMENT PARTNERS LLC
CRD #111354 SAN DIEGO, CA
SEC
AUM
$253.9M
Employees
10
CABLE CAR CAPITAL, LP
CRD #169234 SAN FRANCISCO, CA
SEC Private Funds
AUM
$254.6M
Employees
2
PRESIDIO PARTNERS MANAGEMENT, LLC
CRD #172667 SAN FRANCISCO, CA
Private Funds
AUM
$254.9M
Employees
8
FIG WEALTH, LLC
CRD #318369 LAFAYETTE, CA
SEC
AUM
$255.7M
Employees
6
FRIEDLANDER, BRENDA S
CRD #127746 SAN RAFAEL, CA
SEC
AUM
$256M
Employees
4
NOGALES INVESTORS MANAGEMENT, LLC
CRD #158236 LOS ANGELES, CA
SEC Private Funds
AUM
$256.2M
Employees
5
ORION CAPITAL MANAGEMENT LLC
CRD #119428 CORONADO, CA
SEC
AUM
$256.7M
Employees
4
KRANE FINANCIAL SOLUTIONS, LLC
CRD #153594 CALABASAS, CA
SEC
AUM
$256.9M
Employees
4
WESCORP INVESTMENT SERVICES, LLC
CRD #102420 SAN DIMAS, CA
SEC
AUM
$257M
Employees
5
AQUILO CAPITAL MANAGEMENT, LLC
CRD #153022 SAN FRANCISCO, CA
Private Funds
AUM
$257.6M
Employees
5
VISTA ADVISOR GROUP, LLC
CRD #307268 WALNUT CREEK, CA
SEC
AUM
$257.7M
Employees
6
SOPHOS CAPITAL MANAGEMENT, L.P.
CRD #170185 MENLO PARK, CA
Private Funds
AUM
$258M
Employees
8
SHERWOOD FINANCIAL PARTNERS, LLC
CRD #301329 WESTLAKE VILLAGE, CA
SEC
AUM
$258.1M
Employees
8
CHALLENGER WEALTH MANAGEMENT
CRD #121498 ALISO VIEJO, CA
SEC
AUM
$258.3M
Employees
2
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CRD #295339 SAN DIEGO, CA
SEC
AUM
$258.3M
Employees
2
SIMPLEX WEALTH MANAGEMENT, LLC
CRD #170265 DANVILLE, CA
SEC
AUM
$258.9M
Employees
9