RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
VETAMER CAPITAL MANAGEMENT, L.P.
CRD #311983 MENLO PARK, CA
Private Funds
AUM
$327.5M
Employees
9
EMERSON EQUITY LLC
CRD #130032 SAN MATEO, CA
SEC
AUM
$327.9M
Employees
222
MARIN BAY WEALTH ADVISORS, LLC
CRD #289184 SAN ANSELMO, CA
SEC
AUM
$328.7M
Employees
2
SILICON VALLEY WEALTH ADVISORS, LLC
CRD #106017 SAN JOSE, CA
SEC
AUM
$329.2M
Employees
6
DUCERE WEALTH MANAGEMENT, LLC
CRD #337471 NEWPORT BEACH, CA
SEC
AUM
$329.8M
Employees
9
ARCHVEST WEALTH ADVISORS, INC.
CRD #172087 CONCORD, CA
SEC Private Funds
AUM
$330M
Employees
8
AZURE CAPITAL PARTNERS LP
CRD #112536 MENLO PARK, CA
Private Funds
AUM
$330.2M
Employees
--
CATALYST PRIVATE WEALTH, LLC
CRD #305565 SAN MATEO, CA
SEC
AUM
$330.6M
Employees
5
DANIEL G. GENSLER
CRD #110543 CORONADO, CA
SEC
AUM
$331.3M
Employees
5
ONE01 CAPITAL, L.P.
CRD #290652 BURLINGAME, CA
SEC Private Funds
AUM
$331.6M
Employees
6
SILVER COAST INVESTMENTS LLC
CRD #167771 SAN DIEGO, CA
SEC
AUM
$332.1M
Employees
35
STEEPLE CAPITAL L.P.
CRD #133002 SAN FRANCISCO, CA
SEC
AUM
$332.3M
Employees
--
CARPENTER FUND MANAGEMENT COMPANY, LLC
CRD #281052 IRVINE, CA
Private Funds
AUM
$332.4M
Employees
9
ELMWOOD WEALTH MANAGEMENT, INC.
CRD #165639 BERKELEY, CA
SEC
AUM
$332.6M
Employees
4
WEALTHSPRING PARTNERS, LLC
CRD #322756 LONG BEACH, CA
SEC
AUM
$332.7M
Employees
7
AMERICAN FUNDSTARS FINANCIAL GROUP LLC
CRD #315860 IRVINE, CA
SEC Private Funds
AUM
$332.7M
Employees
14
TORONADO PARTNERS LLC
CRD #283612 SAN FRANCISCO, CA
SEC Private Funds
AUM
$333.1M
Employees
3
TORREN MANAGEMENT, LLC
CRD #329263 SAN DIEGO, CA
SEC
AUM
$333.6M
Employees
5
LIQUID CAPITAL MANAGEMENT LLC
CRD #299577 LOS ANGELES, CA
SEC Private Funds
AUM
$333.7M
Employees
5
REFLOW SERVICES, LLC
CRD #158301 SAN FRANCISCO, CA
SEC Private Funds
AUM
$333.8M
Employees
4
GREYKASELL WEALTH STRATEGIES, INC.
CRD #329018 DANVILLE, CA
SEC
AUM
$334.6M
Employees
4
OPES ADVISORS, INC.
CRD #132996 CUPERTINO, CA
SEC
AUM
$335M
Employees
500
PARAGON FINANCIAL PARTNERS, INC.
CRD #158041 WOODLAND HILLS, CA
SEC
AUM
$336.8M
Employees
2
CNK CAPITAL MANAGEMENT, L.L.C.
CRD #296996 MENLO PARK, CA
SEC Private Funds
AUM
$336.8M
Employees
10
GARRISON POINT CAPITAL, LLC
CRD #165590 SAN FRANCISCO, CA
SEC
AUM
$337.6M
Employees
4