RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PAVION BLUE CAPITAL, LLC
CRD #301968 NEWPORT BEACH, CA
SEC
AUM
$399.3M
Employees
4
MEASURED RISK PORTFOLIOS, INC.
CRD #141422 SAN DIEGO, CA
SEC
AUM
$400M
Employees
10
MAXQ ASSET MANAGEMENT LLC
CRD #336560 NEWPORT BEACH, CA
SEC
AUM
$400M
Employees
1
LOUIS F. BATMALE DBA ALDERS FINANCIAL SOLUTIONS
CRD #136025 NOVATO, CA
SEC
AUM
$400M
Employees
5
WOMACK WEALTH MANAGEMENT, INC.
CRD #146126 MANHATTAN BEACH, CA
SEC
AUM
$402.6M
Employees
7
SOCOTRA MANAGEMENT, INC.
CRD #328954 SACRAMENTO, CA
SEC Private Funds
AUM
$403.1M
Employees
3
PRIVATE WEALTH SOLUTIONS, LLC
CRD #289437 CALABASAS, CA
SEC
AUM
$403.3M
Employees
4
RBA WEALTH MANAGEMENT, LLC
CRD #291029 NEWPORT BEACH, CA
SEC
AUM
$403.5M
Employees
5
CMEA DEVELOPMENT COMPANY LLC
CRD #163529 SAN FRANCISCO, CA
Private Funds
AUM
$403.7M
Employees
9
SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD #332139 LA JOLLA, CA
SEC
AUM
$403.9M
Employees
3
RYAN WEALTH MANAGEMENT, INC.
CRD #296851 YUBA CITY, CA
SEC
AUM
$404.2M
Employees
7
GOLDEN STATE EQUITY PARTNERS, LLC
CRD #289796 SOUTH COAST METRO, CA
SEC
AUM
$405.2M
Employees
24
DONNELLY WEALTH ADVISORS, INC.
CRD #113067 SAN DIEGO, CA
SEC
AUM
$405.4M
Employees
7
STERLING FINANCIAL GROUP, INC.
CRD #300327 PASADENA, CA
SEC
AUM
$406.6M
Employees
7
ARCHER CAPITAL MANAGEMENT, L.P.
CRD #161018 BEVERLY HILLS, CA
SEC Private Funds
AUM
$406.9M
Employees
4
WATERMARK ASSET MANAGEMENT, INC.
CRD #108407 SAN RAMON, CA
SEC
AUM
$408.1M
Employees
10
KEN STERN & ASSOCIATES INC
CRD #110092 SAN DIEGO, CA
SEC
AUM
$408.2M
Employees
9
COASTLANDS CAPITAL LP
CRD #335329 SAN FRANCISCO, CA
SEC Private Funds
AUM
$408.7M
Employees
4
BGV VC MANAGEMENT LLC
CRD #298473 MENLO PARK, CA
SEC Private Funds
AUM
$408.9M
Employees
14
PRUDENT INVESTORS NETWORK, INC.
CRD #127284 LAKE FOREST, CA
SEC
AUM
$409.3M
Employees
8
AG ASSET ADVISORY, LLC
CRD #154406 LOS ANGELES, CA
SEC
AUM
$409.3M
Employees
3
LM CAPITAL MANAGEMENT INC
CRD #110880 SAN DIEGO, CA
SEC
AUM
$410M
Employees
10
CRUX WEALTH ADVISORS
CRD #330731 LONG BEACH, CA
SEC
AUM
$410.2M
Employees
18
WEALTHVALUES, LLC
CRD #140004 REDWOOD CITY, CA
SEC
AUM
$410.6M
Employees
5
BARNES WEALTH MANAGEMENT GROUP, INC.
CRD #132189 BAKERSFIELD, CA
SEC
AUM
$411.6M
Employees
11