RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
NAUTILUS ADVISORS LLC
CRD #154169 LA JOLLA, CA
SEC
AUM
$267.6M
Employees
3
SANDBRIDGE INVESTMENT MANAGEMENT, LLC
CRD #169112 LOS ANGELES, CA
SEC Private Funds
AUM
$268.3M
Employees
3
PHILLIP B. WHITE CO., INC.
CRD #300623 SAN LUIS OBISPO, CA
SEC
AUM
$268.3M
Employees
2
GINSBURG FINANCIAL ADVISORS, INC.
CRD #144875 OAKLAND, CA
SEC
AUM
$268.6M
Employees
7
FORTRESS WEALTH MANAGEMENT, INC.
CRD #110279 CULVER CITY, CA
SEC
AUM
$269.3M
Employees
4
SPECTRUM WEALTH MANAGEMENT, LLC
CRD #135530 IRVINE, CA
SEC
AUM
$269.5M
Employees
3
WOODFORD CAPITAL MANAGEMENT LLC
CRD #108098 LOS ALTOS, CA
SEC
AUM
$269.6M
Employees
10
ZAVALA, RICALDO
CRD #164752 DEL MAR, CA
SEC
AUM
$270M
Employees
--
GRIFFIN BLACK, LLC
CRD #134684 REDWOOD CITY, CA
SEC
AUM
$270.9M
Employees
9
SECOND 50 FINANCIAL LLC
CRD #318626 MANHATTAN BEACH, CA
SEC
AUM
$271.5M
Employees
5
GREENBOOK INVESTMENT MANAGEMENT, INC.
CRD #131563 SAN DIEGO, CA
SEC
AUM
$272.7M
Employees
51
BREEN WEALTH MANAGEMENT, LLC
CRD #286513 PETALUMA, CA
SEC
AUM
$272.8M
Employees
3
OLIVEIRA WEALTH, LLC
CRD #315326 MODESTO, CA
SEC
AUM
$273M
Employees
3
ROUND HILL ASSET MANAGEMENT INC
CRD #107069 PASADENA, CA
SEC Private Funds
AUM
$273M
Employees
6
SAVANT PARTNERS, LLC
CRD #312567 SAN MATEO, CA
SEC Private Funds
AUM
$273.2M
Employees
4
NBS FINANCIAL & INSURANCE SERVICES INC
CRD #110600 WESTLAKE VILLAGE, CA
SEC
AUM
$273.3M
Employees
5
DKM WEALTH MANAGEMENT, INC.
CRD #316778 STOCKTON, CA
SEC
AUM
$273.9M
Employees
3
AUSPICIOUS FINANCIAL PLANNING, LLC
CRD #297962 SAN RAMON, CA
SEC
AUM
$274.1M
Employees
2
GLENCREST INVESTMENT ADVISORS, INC.
CRD #119565 CLAREMONT, CA
SEC
AUM
$274.3M
Employees
--
ILLUMEN CAPITAL MANAGEMENT, LLC
CRD #305411 OAKLAND, CA
SEC Private Funds
AUM
$274.5M
Employees
11
BLUE JAY CAPITAL MANAGEMENT, LLC
CRD #169242 LOS ANGELES, CA
SEC Private Funds
AUM
$274.7M
Employees
5
INTEGRITY WEALTH ADVISORS, LLC
CRD #281708 VENTURA, CA
SEC
AUM
$274.9M
Employees
10
ORIGIN CAPITAL MANAGEMENT LLC
CRD #111571 SAN FRANCISCO, CA
SEC
AUM
$275M
Employees
--
HOERTKORN RICHARD CHARLES
CRD #104649 KENTFIELD, CA
SEC
AUM
$275.4M
Employees
2
PATHWAYS ADVISORY GROUP, INC.
CRD #143817 FRESNO, CA
SEC
AUM
$275.7M
Employees
9