RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD #322037 FAIRFIELD, CA
SEC
AUM
$299.6M
Employees
7
YODER WEALTH MANAGEMENT, INC.
CRD #291826 WALNUT CREEK, CA
SEC
AUM
$299.7M
Employees
2
SEA CLIFF PARTNERS MANAGEMENT, LP
CRD #316909 SAN FRANCISCO, CA
SEC Private Funds
AUM
$299.9M
Employees
7
ENGINE NO.1 LLC
CRD #311998 SAN FRANCISCO, CA
SEC Private Funds
AUM
$299.9M
Employees
33
KETRON FINANCIAL LLC
CRD #330807 NOVATO, CA
SEC
AUM
$300M
Employees
3
WILLOW GROVE ADVISORS, LLC
CRD #151993 BERKELEY, CA
SEC
AUM
$300.1M
Employees
6
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD #285538 BERKELEY, CA
SEC
AUM
$300.4M
Employees
3
CLAY NORTHAM WEALTH MANAGEMENT, LLC
CRD #159002 HUNTINGTON BEACH, CA
SEC
AUM
$301.6M
Employees
2
SAN FRANCISCO SENTRY INVESTMENT GROUP
CRD #106257 SAN FRANCISCO, CA
SEC Disclosures
AUM
$301.7M
Employees
6
INDUSTRY CAPITAL ADVISORS, LLC
CRD #162367 SAN FRANCISCO, CA
SEC Private Funds
AUM
$302.2M
Employees
21
OUTWING, LLC
CRD #322444 SANTA BARBARA, CA
SEC
AUM
$302.3M
Employees
3
WEALTH MANAGEMENT CONSULTANTS, LLC
CRD #131361 SANTA ROSA, CA
SEC
AUM
$303.5M
Employees
10
THOMAS WEISEL GLOBAL GROWTH PARTNERS LLC
CRD #120446 SAN FRANCISCO, CA
SEC Private Funds
AUM
$304.4M
Employees
10
USRG MANAGEMENT COMPANY, LLC
CRD #158058 SANTA MONICA, CA
SEC Private Funds
AUM
$304.5M
Employees
2
VALIDUS GROWTH INVESTORS, LLC
CRD #166575 SAN DIEGO, CA
SEC
AUM
$304.8M
Employees
4
ASSANTE GLOBAL ADVISORS INC.
CRD #109045 LOS ANGELES, CA
SEC
AUM
$305M
Employees
--
HW CAPITAL LLC
CRD #298731 SANTA MONICA, CA
SEC
AUM
$305.1M
Employees
2
VSR CAPITAL MANAGEMENT LP
CRD #316754 SAN FRANCISCO, CA
SEC Private Funds
AUM
$305.5M
Employees
3
SPRINGCREEK ADVISORS, LLC
CRD #112170 PETALUMA, CA
Private Funds
AUM
$306M
Employees
--
KONDO WEALTH ADVISORS, INC
CRD #175347 PASADENA, CA
SEC
AUM
$306.4M
Employees
8
LAMIA FINANCIAL GROUP, INC.
CRD #146421 THOUSAND OAKS, CA
SEC
AUM
$306.6M
Employees
7
EVEREST MANAGEMENT CORP.
CRD #142945 CUPERTINO, CA
SEC
AUM
$307M
Employees
2
SONOMA ALLOCATIONS LLC
CRD #335435 SANTA ROSA, CA
SEC
AUM
$308M
Employees
5
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD #287683 SAN LUIS OBISPO, CA
SEC
AUM
$308.5M
Employees
7
WESTERN FINANCIAL CORPORATION
CRD #6118 SAN DIEGO, CA
SEC
AUM
$309.2M
Employees
6