RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC
CRD #279037 IRVINE, CA
SEC
AUM
$275.7M
Employees
6
DEFINE FINANCIAL, LLC
CRD #286648 SAN DIEGO, CA
SEC
AUM
$275.8M
Employees
4
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
CRD #329737 SAN JUAN CAPISTRANO, CA
SEC Private Funds
AUM
$275.8M
Employees
4
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CRD #167828 LA JOLLA, CA
SEC
AUM
$275.8M
Employees
11
PRIVATE PORTFOLIOS, INC.
CRD #111905 SAN MATEO, CA
SEC
AUM
$276.1M
Employees
4
LEVENSOHN VENTURE PARTNERS LLC
CRD #108593 SAN FRANCISCO, CA
SEC
AUM
$277M
Employees
5
EVERMONT WEALTH, INC.
CRD #168581 CLAREMONT, CA
SEC
AUM
$277.7M
Employees
4
CITRINE CAPITAL, LLC
CRD #171735 SAN FRANCISCO, CA
SEC
AUM
$278.1M
Employees
7
JESS S. MORGAN & COMPANY., INC.
CRD #110816 LOS ANGELES, CA
SEC Private Funds
AUM
$278.3M
Employees
18
MALAGA COVE CAPITAL, LLC
CRD #146959 PALOS VERDES ESTATES, CA
SEC
AUM
$278.5M
Employees
4
MEVC ADVISERS INC
CRD #112164 SAN FRANCISCO, CA
SEC
AUM
$279.2M
Employees
10
VARIANT EQUITY ADVISORS, LLC
CRD #297046 LOS ANGELES, CA
SEC Private Funds
AUM
$279.5M
Employees
3
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
CRD #288129 ALISO VIEJO, CA
SEC
AUM
$280.4M
Employees
2
WALPOLE FINANCIAL ADVISORS, LLC
CRD #135834 GOLETA, CA
SEC
AUM
$280.5M
Employees
7
ALTEGRIS PORTFOLIO MANAGEMENT, INC.
CRD #128219 LA JOLLA, CA
SEC Private Funds Disclosures
AUM
$280.7M
Employees
6
ARGOSY WEALTH MANAGEMENT CORPORATION
CRD #175028 LOS ANGELES, CA
SEC
AUM
$281.4M
Employees
10
ALLIANZ GLOBAL INVESTORS SOLUTIONS LLC
CRD #147825 SAN DIEGO, CA
SEC
AUM
$281.7M
Employees
1
LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.
CRD #106386 MENLO PARK, CA
SEC
AUM
$282M
Employees
3
JURIKA, MILLS & KEIFER, LLC
CRD #126825 LAFAYETTE, CA
SEC
AUM
$282.1M
Employees
4
REVITATE FUND ADVISOR LLC
CRD #326939 NEWPORT BEACH, CA
SEC Private Funds
AUM
$282.8M
Employees
16
IMPACT INVESTORS, INC.
CRD #289028 SAN FRANCISCO, CA
SEC Private Funds
AUM
$283M
Employees
8
5T WEALTH, LLC
CRD #112552 NAPA, CA
SEC Disclosures
AUM
$283.1M
Employees
4
WEALTH ANALYTICS PARTNERS, LLC
CRD #140115 SAN DIEGO, CA
SEC
AUM
$283.2M
Employees
6
THE HUMPHREYS GROUP, LLC
CRD #132415 SAN FRANCISCO, CA
SEC
AUM
$283.6M
Employees
6
CYPRESS POINT INVESTMENT MANAGEMENT LP
CRD #316549 MILL VALLEY, CA
SEC Private Funds
AUM
$283.9M
Employees
4