RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GORDONMD GLOBAL INVESTMENTS LP
CRD #316751 BEVERLY HILLS, CA
SEC Private Funds
AUM
$259M
Employees
7
RADY ASSET MANAGEMENT, LLC
CRD #150999 LA JOLLA, CA
SEC
AUM
$260M
Employees
5
VALLEY WEALTH, INC.
CRD #146324 MODESTO, CA
SEC
AUM
$260M
Employees
6
TILLER PARTNERS, LLC
CRD #170429 BEVERLY HILLS, CA
SEC
AUM
$261.3M
Employees
1
TRICORD ADVISORS, INC.
CRD #155749 RIVERSIDE, CA
SEC
AUM
$261.7M
Employees
5
SECURA FINANCIAL, LLC
CRD #137324 ORANGE, CA
SEC
AUM
$261.8M
Employees
9
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD #291645 LOS ANGELES, CA
SEC
AUM
$261.9M
Employees
7
CPC EQUITY ADVISORS, LP
CRD #331368 EL SEGUNDO, CA
SEC Private Funds
AUM
$261.9M
Employees
12
GALLIOTT CAPITAL ADVISORS, LLC
CRD #313094 BEVERLY HILLS, CA
SEC Private Funds
AUM
$261.9M
Employees
6
PRING/TURNER CAPITAL GROUP, INC.
CRD #110931 ALAMO, CA
SEC
AUM
$262.1M
Employees
4
4D ADVISORS, LLC
CRD #315045 REDONDO BEACH, CA
SEC Private Funds
AUM
$262.2M
Employees
3
PFC CAPITAL GROUP INC
CRD #110648 LOS ANGELES, CA
SEC
AUM
$262.5M
Employees
10
BRANSON FRANK A INC
CRD #110451 PALO ALTO, CA
SEC
AUM
$262.6M
Employees
3
WESPAC ADVISORS
CRD #109915 OAKLAND, CA
SEC
AUM
$262.7M
Employees
10
NEXXUS HOLDINGS ADVISORS LLC
CRD #166884 SANTA BARBARA, CA
SEC Private Funds
AUM
$263.1M
Employees
4
AEQUITAS WEALTH MANAGEMENT, LLC
CRD #135893 LOS ANGELES, CA
SEC
AUM
$263.3M
Employees
4
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CRD #324173 WESTLAKE VILLAGE, CA
SEC
AUM
$263.9M
Employees
3
PORTICO WEALTH ADVISORS, LLC
CRD #151794 LARKSPUR, CA
SEC
AUM
$264M
Employees
4
INCEPTIV MANAGEMENT, LP
CRD #310133 CULVER CITY, CA
SEC Private Funds
AUM
$264.5M
Employees
8
TRIATOMIC MANAGEMENT LP
CRD #312408 PALO ALTO, CA
SEC Private Funds
AUM
$265.1M
Employees
8
FORONJY FINANCIAL LLC
CRD #332380 SANTA BARBARA, CA
SEC
AUM
$265.3M
Employees
7
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
CRD #134209 CORTE MADERA, CA
SEC
AUM
$265.9M
Employees
8
NAPA WEALTH MANAGEMENT, INCORPORATED
CRD #137724 NAPA, CA
SEC
AUM
$266.7M
Employees
6
ACCRETIVE WEALTH MANAGEMENT, LLC
CRD #164341 SAN RAMON, CA
SEC
AUM
$267M
Employees
4
YIELD CAPITAL PARTNERS LLC
CRD #172281 MONTECITO, CA
Private Funds
AUM
$267.2M
Employees
2