RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
O'BOYLE WEALTH MANAGEMENT, INC.
CRD #292849 BEVERLY HILLS, CA
SEC
AUM
$369.7M
Employees
6
FAIRBANKS CAPITAL MANAGEMENT, INC.
CRD #107650 RANCHO SANTA FE, CA
SEC Private Funds
AUM
$369.9M
Employees
7
SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD #298632 GRANITE BAY, CA
SEC
AUM
$370M
Employees
4
BRIAN D. LOWDER, INC.
CRD #105972 SAN DIEGO, CA
SEC
AUM
$370.3M
Employees
3
PERIDIEM GLOBAL INVESTORS, LLC
CRD #156354 LOS ANGELES, CA
SEC Private Funds
AUM
$373.5M
Employees
19
ORSO PARTNERS, LP
CRD #304196 SOUTH SAN FRANCISCO, CA
SEC
AUM
$373.6M
Employees
3
ARROWROOT FAMILY OFFICE, LLC
CRD #168744 MARINA DEL REY, CA
SEC Private Funds Disclosures
AUM
$373.9M
Employees
18
LIFESTEPS FINANCIAL, INC.
CRD #153852 CLAREMONT, CA
SEC
AUM
$374.6M
Employees
8
LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD #130163 SACRAMENTO, CA
SEC
AUM
$374.7M
Employees
5
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
CRD #171971 PASADENA, CA
SEC Private Funds
AUM
$374.9M
Employees
9
LINDVALL CAPITAL MANAGEMENT, LLC
CRD #117849 SAN LUIS OBISPO, CA
SEC
AUM
$375M
Employees
5
CLEARWAVE CAPITAL, LLC
CRD #337738 UPLAND, CA
SEC
AUM
$375.5M
Employees
3
INCAPTURE INVESTMENTS LLC
CRD #169683 SAN FRANCISCO, CA
SEC Private Funds
AUM
$376M
Employees
32
SESTANTE WEALTH MANAGEMENT, LLC
CRD #335152 CORONADO, CA
SEC
AUM
$376.3M
Employees
4
CENTER CAPITAL PARTNERS LLC
CRD #315464 BEVERLY HILLS, CA
SEC Private Funds
AUM
$376.6M
Employees
8
MOSAIQUE CAPITAL MANAGEMENT, LLC
CRD #110121 LOS ANGELES, CA
SEC
AUM
$377M
Employees
5
MONTEREY MANAGEMENT GROUP LP
CRD #152453 SAN FRANCISCO, CA
SEC Private Funds
AUM
$377.3M
Employees
36
RINKEY INVESTMENTS
CRD #149576 SAN DIEGO, CA
SEC
AUM
$377.3M
Employees
15
MCCARTHY ASSET MANAGEMENT, INC.
CRD #118285 REDWOOD SHORES, CA
SEC
AUM
$377.9M
Employees
4
TAG FINANCIAL INC
CRD #109175 DIAMOND BAR, CA
SEC
AUM
$379.6M
Employees
5
CABEZON CAPITAL MANAGEMENT, LLC
CRD #139715 SAN FRANCISCO, CA
SEC
AUM
$380M
Employees
5
CARMEL CAPITAL PARTNERS, LLC
CRD #123907 SAN DIEGO, CA
SEC Private Funds
AUM
$380.3M
Employees
8
BOLTWOOD CAPITAL MANAGEMENT
CRD #110293 WALNUT CREEK, CA
SEC
AUM
$380.6M
Employees
2
ELM ADVISORS, LLC
CRD #135682 BURLINGAME, CA
SEC
AUM
$380.9M
Employees
2
POTRERO CAPITAL RESEARCH, LLC
CRD #125909 SAN FRANCISCO, CA
SEC Private Funds
AUM
$381.9M
Employees
4