RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CACHE ADVISORS LLC
CRD #323063 SAN FRANCISCO, CA
SEC Private Funds
AUM
$290.6M
Employees
13
FARTHER ASSET MANAGEMENT, LLC
CRD #325807 SAN FRANCISCO, CA
SEC
AUM
$290.6M
Employees
2
MCCUEN & CO INC
CRD #107305 SAN DIEGO, CA
SEC
AUM
$290.8M
Employees
2
PACHIRA INVESTMENTS, INC.
CRD #164405 DANA POINT, CA
SEC
AUM
$291.8M
Employees
5
STEVENSON WALTER ROLAND
CRD #107419 CUPERTINO, CA
SEC
AUM
$292M
Employees
5
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
CRD #307581 PALO ALTO, CA
SEC Private Funds
AUM
$292M
Employees
3
SANDEEP VARMA WEALTH STRATEGIES, LLC
CRD #137705 SAN DIEGO, CA
SEC
AUM
$292.3M
Employees
3
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD #118319 CAMPBELL, CA
SEC
AUM
$292.4M
Employees
4
CWS CAPITAL PARTNERS LLC
CRD #166871 NEWPORT BEACH, CA
SEC Private Funds Disclosures
AUM
$293.2M
Employees
49
GLEAN MANAGEMENT LP
CRD #301898 LOS ANGELES, CA
Private Funds
AUM
$293.4M
Employees
4
NWM ADVISORS, LLC
CRD #283714 SAN LUIS OBISPO, CA
SEC
AUM
$293.6M
Employees
2
MIRAMAR ASSET MANAGEMENT, LLC
CRD #134720 SAN FRANCISCO, CA
SEC
AUM
$294M
Employees
5
LABRUM WEALTH MANAGEMENT, LLC
CRD #150734 CARLSBAD, CA
SEC
AUM
$294.7M
Employees
11
SETON SMOKE CAPITAL MANAGEMENT
CRD #105531 GREENBRAE, CA
SEC
AUM
$294.8M
Employees
10
DEYOE WEALTH MANAGEMENT, INC.
CRD #170130 BERKELEY, CA
SEC
AUM
$294.9M
Employees
7
GEBHARDT GROUP, INC
CRD #142903 LAFAYETTE, CA
SEC
AUM
$295.2M
Employees
7
RETIREMENT CAPITAL STRATEGIES, INC.
CRD #139009 SAN JOSE, CA
SEC Disclosures
AUM
$295.5M
Employees
6
MIRAMONTES CAPITAL, LLC
CRD #264786 NEWPORT BEACH, CA
SEC
AUM
$296.3M
Employees
9
ICAPITAL WEALTH LLC
CRD #311102 CLAYTON, CA
SEC
AUM
$296.9M
Employees
3
MAGEE THOMSON INVESTMENT PARTNERS, LLC
CRD #120240 SAN DIEGO, CA
SEC
AUM
$297.7M
Employees
4
KENSINGTON INVESTMENT COUNSEL, LLC
CRD #108012 LONG BEACH, CA
SEC
AUM
$298M
Employees
4
CREATIVE CAPITAL MANAGEMENT INC
CRD #112363 SAN DIEGO, CA
SEC
AUM
$298.1M
Employees
6
CHARLES RAVEN CAPITAL MANAGEMENT CO
CRD #108595 SAN FRANCISCO, CA
SEC
AUM
$298.5M
Employees
1
VILA, LLC
CRD #307186 SAN FRANCISCO, CA
SEC Private Funds
AUM
$298.9M
Employees
6
HYNES ADVISORY INC.
CRD #154890 SAN DIEGO, CA
SEC
AUM
$299.2M
Employees
9