RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MENLO ADVISORS LLC
CRD #122721 MENLO PARK, CA
SEC Private Funds
AUM
$318.4M
Employees
3
ATALA FINANCIAL INC
CRD #318371 CALABASAS, CA
SEC Private Funds
AUM
$318.6M
Employees
3
COPLEY FINANCIAL GROUP, INC.
CRD #283070 SAN DIEGO, CA
SEC Disclosures
AUM
$318.8M
Employees
8
ODER INVESTMENT MANAGEMENT, LLC
CRD #134506 WOODLAND HILLS, CA
SEC
AUM
$319.3M
Employees
6
KELMOORE INVESTMENT COMPANY, INC.
CRD #22509 PALO ALTO, CA
SEC
AUM
$320.4M
Employees
--
RIGHT SIDE CAPITAL MANAGEMENT, LLC
CRD #166062 SAN FRANCISCO, CA
SEC Private Funds
AUM
$320.5M
Employees
12
STILLWATER INVESTMENT MANAGEMENT, L.P.
CRD #179520 PALO ALTO, CA
SEC Private Funds
AUM
$320.8M
Employees
7
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CRD #130734 BURBANK, CA
SEC
AUM
$321M
Employees
12
CHAMBERLAIN FINANCIAL PLANNING, LLC
CRD #142879 SANTA CRUZ, CA
SEC
AUM
$321M
Employees
4
GOLDMAN LANCASTER, INC.
CRD #136134 LONG BEACH, CA
SEC
AUM
$321.1M
Employees
5
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
CRD #124465 PASADENA, CA
SEC
AUM
$322M
Employees
24
EIGER WEALTH MANAGEMENT, LLC
CRD #304321 SAN DIEGO, CA
SEC
AUM
$322.1M
Employees
5
TORREY GROWTH & INCOME ADVISORS, LLC
CRD #139940 DEL MAR, CA
SEC
AUM
$322.2M
Employees
5
SOLANO WEALTH MANAGEMENT, INC.
CRD #168720 FAIRFIELD, CA
SEC
AUM
$322.3M
Employees
8
ACAS, LLC
CRD #160657 RANCHO SANTA FE, CA
SEC
AUM
$323M
Employees
5
SHRIER WEALTH MANAGEMENT, LLC
CRD #332673 LOS ANGELES, CA
SEC
AUM
$323.2M
Employees
5
SHIRA RIDGE WEALTH MANAGEMENT
CRD #117627 SAN RAFAEL, CA
SEC
AUM
$323.4M
Employees
6
SITRIN CAPITAL MANAGEMENT LLC
CRD #160533 CENTURY CITY, CA
SEC
AUM
$325M
Employees
3
ESSENTIAL PARTNERS LLC
CRD #315959 RANCHO SANTA FE,, CA
SEC
AUM
$325.1M
Employees
1
DUSTIN BLODGETT INSIGHT CAPITAL, LLC
CRD #314558 CONCORD, CA
SEC
AUM
$325.4M
Employees
5
PCO INVESTMENT MANAGEMENT LP
CRD #168825 MILL VALLEY, CA
SEC Private Funds
AUM
$325.4M
Employees
3
SITRIN CAPITAL MANAGEMENT, LLC
CRD #282436 CENTURY CITY, CA
SEC
AUM
$326.2M
Employees
6
GIOVINE CAPITAL GROUP LLC
CRD #138980 SANTA MONICA, CA
SEC Private Funds
AUM
$327M
Employees
10
AMERICAN ASSETS CAPITAL ADVISERS, LLC
CRD #168805 SAN DIEGO, CA
SEC Private Funds
AUM
$327.3M
Employees
6
CONCORD INVESTMENT COUNSEL
CRD #107901 IRVINE, CA
SEC
AUM
$327.5M
Employees
4