RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FLYWHEEL PRIVATE WEALTH LLC
CRD #325690 LOS ALTOS, CA
SEC
AUM
$337.9M
Employees
2
PANTERA CAPITAL MANAGEMENT LP
CRD #138212 SAN FRANCISCO, CA
SEC
AUM
$338M
Employees
--
THE GLOWACKI GROUP, LLC
CRD #112143 LOS ANGELES, CA
SEC
AUM
$338.6M
Employees
10
WESTWOOD WEALTH MANAGEMENT
CRD #290658 LOS ANGELES, CA
SEC Private Funds
AUM
$338.8M
Employees
3
NEW INSIGHT WEALTH ADVISORS
CRD #318083 SAN RAMON, CA
SEC
AUM
$338.8M
Employees
8
CARPENTER FUND MANAGER GP, LLC
CRD #146216 IRVINE, CA
SEC Private Funds
AUM
$338.9M
Employees
7
DW ADVISORS LLC
CRD #150382 CORONA DEL MAR, CA
SEC
AUM
$339.5M
Employees
16
REDWOOD GROVE CAPITAL, LLC
CRD #286228 PALO ALTO, CA
SEC Private Funds
AUM
$340M
Employees
6
RUBICON ADVISORS, GP
CRD #174447 REDDING, CA
SEC
AUM
$340.2M
Employees
18
YOSEMITE CAPITAL MANAGEMENT, LLC
CRD #124298 NEWPORT BEACH, CA
SEC Disclosures
AUM
$340.2M
Employees
8
SYMPHONY TECHNOLOGY GROUP, LLC
CRD #160676 MENLO PARK, CA
SEC Private Funds
AUM
$340.9M
Employees
89
PLATT WEALTH MANAGEMENT, LLC
CRD #297487 SAN DIEGO, CA
SEC
AUM
$341.4M
Employees
6
PALO CAPITAL, INC.
CRD #136478 NEWPORT BEACH, CA
SEC
AUM
$341.4M
Employees
7
ONE DEGREE ADVISORS, INC.
CRD #170392 SAN DIEGO, CA
SEC
AUM
$341.6M
Employees
7
NAVIGOE, LLC
CRD #168716 REDONDO BEACH, CA
SEC
AUM
$341.8M
Employees
3
NEWPORT WEALTH STRATEGIES, INC.
CRD #159376 IRVINE, CA
SEC
AUM
$342M
Employees
5
K FUND CAPITAL MANAGEMENT, LLC
CRD #318110 LOS ANGELES, CA
SEC Private Funds
AUM
$342.1M
Employees
2
CHARLES FISH INVESTMENTS, INC.
CRD #110445 IRVINE, CA
SEC
AUM
$342.1M
Employees
5
WOLFF WIESE MAGANA LLC
CRD #157620 CARSLBAD, CA
SEC
AUM
$342.1M
Employees
8
BLUE INVESTMENT PARTNERS LLC
CRD #298444 DANVILLE, CA
SEC
AUM
$342.1M
Employees
2
FRANKLIN TEMPLETON ALTERNATIVE STRATEGIES, INC.
CRD #114905 SAN MATEO, CA
SEC
AUM
$342.6M
Employees
10
VERIPAX WEALTH MANAGEMENT, INC.
CRD #139663 FOLSOM, CA
SEC
AUM
$342.9M
Employees
4
O'DONNELL FINANCIAL SERVICES, LLC
CRD #172520 SAN RAFAEL, CA
SEC
AUM
$343.1M
Employees
9
CONFIDENCE WEALTH MANAGEMENT, INC.
CRD #127383 LOS ANGELES, CA
SEC
AUM
$344.2M
Employees
15
TIDEMARK, LLC
CRD #327611 SAN DIEGO, CA
SEC
AUM
$344.6M
Employees
8