RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HAYES FINANCIAL, INC.
CRD #288733 SAN JOSE, CA
SEC
AUM
$345M
Employees
5
BOYD WEALTH MANAGEMENT, LLC
CRD #293990 SACRAMENTO, CA
SEC
AUM
$345M
Employees
6
PACIFIC POINT ADVISORS, LLC
CRD #310731 SAN DIEGO, CA
SEC Private Funds
AUM
$345.6M
Employees
10
PASSPORT CAPITAL, LLC
CRD #134484 SAN FRANCISCO, CA
SEC Private Funds
AUM
$346M
Employees
10
BLUEPRINT INVESTING LLC
CRD #151422 SAN FRANCISCO, CA
SEC
AUM
$346.6M
Employees
3
TED BUCHAN & COMPANY, LLC
CRD #140722 SAN DIEGO, CA
SEC
AUM
$347.3M
Employees
5
CRESCENT CAP NT ADVISORS, LLC
CRD #324139 LOS ANGELES, CA
SEC
AUM
$348M
Employees
0
GORDIAN WEALTH ADVISORS, LLC
CRD #281775 MILL VALLEY, CA
SEC
AUM
$348.1M
Employees
5
WESTEND CAPITAL MANAGEMENT, LLC.
CRD #120545 SAUSALITO, CA
SEC Private Funds Disclosures
AUM
$348.1M
Employees
4
KINETIC INVESTMENT MANAGEMENT, INC.
CRD #283034 LOS ANGELES, CA
SEC
AUM
$348.2M
Employees
31
NAPA VALLEY WEALTH MANAGEMENT, INC.
CRD #121158 ST. HELENA, CA
SEC
AUM
$349.6M
Employees
5
KCS WEALTH ADVISORY, LLC
CRD #169846 LOS ANGELES, CA
SEC
AUM
$349.7M
Employees
8
EAST WEST INVESTMENT MANAGEMENT LLC
CRD #305688 PASADENA, CA
SEC Private Funds
AUM
$350M
Employees
7
APHIAS CAPITAL, L.P.
CRD #336255 SAN FRANCISCO, CA
SEC Private Funds
AUM
$350M
Employees
13
CRESCENT PARK MANAGEMENT, L.P.
CRD #172326 EAST PALO ALTO, CA
SEC Private Funds
AUM
$351.5M
Employees
5
WAVE DIGITAL ASSETS LLC
CRD #305726 LOS ANGELES, CA
SEC Private Funds
AUM
$351.6M
Employees
39
FOREWORD CAPITAL, LP
CRD #332205 SAN FRANCISCO, CA
SEC Private Funds
AUM
$351.7M
Employees
8
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD #156541 SOUTH SAN FRANCISCO, CA
SEC
AUM
$352.6M
Employees
5
SEABIRD FINANCIAL CORPORATION
CRD #284125 SAN DIEGO, CA
SEC
AUM
$354.4M
Employees
6
GOTHAM GREEN PARTNERS, LLC
CRD #288771 SANTA MONICA, CA
SEC Private Funds
AUM
$354.5M
Employees
10
CORE WEALTH PARTNERS LLC
CRD #322365 SANTA ROSA, CA
SEC
AUM
$354.7M
Employees
5
HARRINGTON INVESTMENTS, INCORPORATED
CRD #110790 NAPA, CA
SEC
AUM
$355.2M
Employees
5
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD #163917 NOVATO, CA
SEC
AUM
$355.9M
Employees
8
AVISEN ADVISORS, LLC
CRD #113791 SACRAMENTO, CA
SEC
AUM
$356.1M
Employees
9
SHONE ASSET MANAGEMENT LLC
CRD #136101 WALNUT CREEK, CA
SEC
AUM
$356.4M
Employees
5