RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CLARAPHI ADVISORY NETWORK, LLC
CRD #165868 ALISO VIEJO, CA
SEC
AUM
$382.5M
Employees
8
SITUATIONAL AWARENESS LP
CRD #333011 SAN FRANCISCO, CA
SEC Private Funds
AUM
$383M
Employees
4
OAK ASSET MANAGEMENT, LLC
CRD #287856 WESTLAKE VILLAGE, CA
SEC
AUM
$383.2M
Employees
4
OLYMPIUS CAPITAL, L.P.
CRD #120443 WOODSIDE, CA
SEC
AUM
$383.8M
Employees
5
TOWER ASSET MANAGEMENT LLC
CRD #107919 BEVERLY HILLS, CA
SEC
AUM
$384M
Employees
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KNUFF & COMPANY LLC
CRD #298203 FOSTER CITY, CA
SEC Private Funds
AUM
$385M
Employees
4
SIERRA INVESTMENT MANAGEMENT, LLC
CRD #106615 SANTA MONICA, CA
SEC
AUM
$385.1M
Employees
31
PLANNED ASSET MANAGEMENT, LLC
CRD #105986 CALABASAS, CA
SEC
AUM
$385.3M
Employees
6
ROBERTS WEALTH ADVISORS, LLC
CRD #308827 MENLO PARK, CA
SEC
AUM
$385.4M
Employees
6
SAM ADVISORS, LLC
CRD #108685 OAKHURST, CA
SEC
AUM
$385.4M
Employees
3
TRELLIS WEALTH ADVISORS, LLC
CRD #154861 SAN LUIS OBISPO, CA
SEC
AUM
$385.5M
Employees
4
ASHFIELD & CO INC
CRD #105362 SAN FRANCISCO, CA
SEC
AUM
$387.7M
Employees
5
WELTON INVESTMENT PARTNERS LLC
CRD #172452 CARMEL, CA
SEC Private Funds
AUM
$387.9M
Employees
19
ESO MANAGEMENT SERVICES LLC
CRD #165564 SAN MATEO, CA
SEC Private Funds
AUM
$390.6M
Employees
17
TROVENA, LLC.
CRD #120232 REDONDO BEACH, CA
SEC
AUM
$390.9M
Employees
11
QVR LLC
CRD #288357 SAN FRANCISCO, CA
SEC Private Funds
AUM
$391.4M
Employees
7
KENNET PARTNERS LLC
CRD #158178 SAN MATEO, CA
SEC Private Funds Disclosures
AUM
$391.5M
Employees
3
PROVENANCE MANAGEMENT CO., LP
CRD #307347 BEVERLY HILLS, CA
SEC Private Funds
AUM
$392.2M
Employees
7
GARCIA WEALTH MANAGEMENT GROUP, INC.
CRD #158082 TEMPLETON, CA
SEC
AUM
$393.4M
Employees
7
TICINO WEALTH LLC
CRD #335808 MISSION VIEJO, CA
SEC
AUM
$395.2M
Employees
4
FRONT ROW ADVISORS LLC
CRD #269910 TIBURON, CA
SEC
AUM
$396.3M
Employees
8
STERLING GROUP WEALTH MANAGEMENT, LLC
CRD #111782 PASADENA, CA
SEC
AUM
$396.6M
Employees
8
REGENTS PARK FUNDS, LLC
CRD #284684 IRVINE, CA
SEC
AUM
$397.1M
Employees
7
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD #304501 SAN DIEGO, CA
SEC
AUM
$397.4M
Employees
9
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
CRD #104790 EL SEGUNDO, CA
SEC
AUM
$398.6M
Employees
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