RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GOLDBERG ADVISERS, LLC
CRD #134174 SAN RAFAEL, CA
SEC
AUM
$356.8M
Employees
4
LIBERTY WEALTH MANAGEMENT, LLC
CRD #106036 OAKLAND, CA
SEC
AUM
$356.8M
Employees
23
MARIN WEALTH ADVISORS LLC
CRD #123237 NOVATO, CA
SEC
AUM
$357M
Employees
5
UNION SQUARE INVESTMENT CO
CRD #111776 SAN FRANCISCO, CA
SEC Private Funds
AUM
$357.1M
Employees
7
GEORGINA ASSET MANAGEMENT LLC
CRD #107949 SANTA MONICA, CA
SEC Private Funds
AUM
$357.8M
Employees
3
GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC
CRD #336578 LOS ANGELES, CA
SEC Private Funds
AUM
$358.5M
Employees
7
HAROLD DAVIDSON & ASSOCIATES INC
CRD #110994 LOS ANGELES, CA
SEC
AUM
$358.5M
Employees
7
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD #309209 BURLINGAME, CA
SEC Private Funds
AUM
$358.8M
Employees
5
PROSPERITY FINANCIAL GROUP, INC.
CRD #145540 SAN RAMON, CA
SEC
AUM
$358.9M
Employees
11
PROSPERITY FINANCIAL GROUP, INC.
CRD #339321 SAN RAMON, CA
SEC
AUM
$358.9M
Employees
11
BELAY INVESTMENT GROUP, LLC
CRD #281985 SHERMAN OAKS, CA
SEC Private Funds
AUM
$360.5M
Employees
14
CEDAR WEALTH MANAGEMENT, LLC
CRD #167149 WALNUT CREEK, CA
SEC Disclosures
AUM
$361.4M
Employees
3
LION CAPITAL (AMERICAS) INC.
CRD #160574 LOS ANGELES, CA
SEC
AUM
$361.6M
Employees
1
SONOMA BRANDS PARTNERS II, LLC
CRD #296285 SONOMA, CA
SEC Private Funds
AUM
$361.9M
Employees
7
SEASIDE WEALTH MANAGEMENT, INC.
CRD #271039 CARLSBAD, CA
SEC
AUM
$362.3M
Employees
5
PETIX & BOTTE COMPANY
CRD #170020 LA MESA, CA
SEC
AUM
$364M
Employees
4
EAGLE WEALTH MANAGEMENT GROUP INC.
CRD #327052 VALENCIA, CA
SEC
AUM
$364.3M
Employees
12
FPC INVESTMENT ADVISORY, INC.
CRD #122728 PETALUMA, CA
SEC
AUM
$364.6M
Employees
5
INNOVIUS CAPITAL MANAGEMENT, LLC
CRD #311568 SAN FRANCISCO, CA
SEC Private Funds
AUM
$365.5M
Employees
10
TAMALPAIS WEALTH ADVISORS
CRD #133629 SAN RAFAEL, CA
SEC
AUM
$366M
Employees
10
WALL STREET ASSOCIATES, LLC
CRD #105494 LA JOLLA, CA
SEC
AUM
$366.1M
Employees
10
DEW POINT CAPITAL, INC.
CRD #305010 LOS ANGELES, CA
SEC Disclosures
AUM
$366.6M
Employees
2
ENTRUST WEALTH ADVISORS, LLC
CRD #299040 SAN DIEGO, CA
SEC
AUM
$367.5M
Employees
5
O'NEIL GLOBAL ADVISORS, INC.
CRD #308150 LOS ANGELES, CA
SEC Private Funds
AUM
$367.7M
Employees
34
PRIVATE WEALTH ADVISORS, LLC
CRD #141971 FRESNO, CA
SEC
AUM
$368.8M
Employees
6