RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ANCHOR CAPITAL MANAGEMENT GROUP, INC.
CRD #123543 ALISO VIEJO, CA
SEC
AUM
$309.6M
Employees
3
CARMEL CAPITAL MANAGEMENT L.L.C.
CRD #120675 CARMEL, CA
SEC Disclosures
AUM
$310.7M
Employees
6
WC WALKER & ASSOCIATES, INC.
CRD #305814 FULLERTON, CA
SEC
AUM
$311.2M
Employees
7
LIFEPRO ASSET MANAGEMENT, LLC
CRD #285252 SAN DIEGO, CA
SEC
AUM
$311.3M
Employees
42
STONEBRIDGE CAPITAL MANAGEMENT INC
CRD #106073 LOS ANGELES, CA
SEC
AUM
$311.4M
Employees
5
STEPHENSON AND COMPANY, INC.
CRD #111453 SAN CLEMENTE, CA
SEC
AUM
$311.8M
Employees
4
TIEMANN INVESTMENT ADVISORS, LLC
CRD #125360 MENLO PARK, CA
SEC
AUM
$312.2M
Employees
2
WEALTH DESIGN, LLC
CRD #114293 SAN JOSE, CA
SEC
AUM
$312.2M
Employees
3
TRIANGLE PEAK PARTNERS, LP
CRD #147917 PALO ALTO, CA
SEC Private Funds
AUM
$312.5M
Employees
6
GUARDIAN INVESTMENT MANAGEMENT, LLC
CRD #104935 TIBURON, CA
SEC
AUM
$312.8M
Employees
1
AMERICAN INFRASTRUCTURE FUNDS, LLC
CRD #156157 FOSTER CITY, CA
SEC Private Funds Disclosures
AUM
$313.2M
Employees
10
CHEVIOT VALUE MANAGEMENT, LLC
CRD #110772 SANTA MONICA, CA
SEC
AUM
$313.9M
Employees
1
DEAN ROLAND RUSSELL, LLC
CRD #109480 SAN DIEGO, CA
SEC
AUM
$314.1M
Employees
7
SEPULVEDA MANAGEMENT LLC
CRD #284290 LOS ANGELES, CA
SEC Private Funds
AUM
$314.9M
Employees
9
YOUR OCIO, LLC
CRD #313370 SANTA MONICA, CA
SEC
AUM
$315.1M
Employees
1
OSTROFE FINANCIAL CONSULTANTS INC
CRD #110064 GRASS VALLEY, CA
SEC
AUM
$315.8M
Employees
10
OPTIVEST, INC.
CRD #137070 SAN JUAN CAPISTRANO, CA
SEC
AUM
$316.1M
Employees
4
COMPOUND ADVISERS, INC.
CRD #306341 SAN FRANCISCO, CA
SEC
AUM
$316.9M
Employees
55
TAMARACK ADVISERS, LP
CRD #282970 CARLSBAD, CA
SEC Private Funds
AUM
$317M
Employees
5
GKV CAPITAL MANAGEMENT CO INC
CRD #108767 WALNUT CREEK, CA
SEC
AUM
$317.2M
Employees
5
GRATTAN FINANCIAL STRATEGIES, INC.
CRD #108449 SAN GABRIEL, CA
SEC
AUM
$317.4M
Employees
3
PACIFIC WEALTH MANAGEMENT, LLC
CRD #113217 SAN DIEGO, CA
SEC
AUM
$317.6M
Employees
6
SELBY LANE CAPITAL, LLC
CRD #325345 MENLO PARK, CA
SEC Private Funds
AUM
$318.1M
Employees
14
THE GORES GROUP, LLC
CRD #160598 BEVERLY HILLS, CA
SEC Private Funds
AUM
$318.2M
Employees
11
SHARPER & GRANITE LLC
CRD #136719 EL SEGUNDO, CA
SEC
AUM
$318.3M
Employees
5