RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CASTLE COAST WEALTH, LLC
CRD #298439 LA JOLLA, CA
SEC
AUM
$412.3M
Employees
6
VERT ASSET MANAGEMENT LLC
CRD #288445 SAUSALITO, CA
SEC
AUM
$412.7M
Employees
2
VARDEN PACIFIC LP
CRD #153611 SAN FRANCISCO, CA
SEC Private Funds
AUM
$412.9M
Employees
4
SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD #131359 LOS ANGELES, CA
SEC
AUM
$413.3M
Employees
8
INTERLOCK EQUITY LP
CRD #315618 LOS ANGELES, CA
SEC Private Funds
AUM
$414.1M
Employees
12
WATERLINE PARTNERS, LLC
CRD #132093 LOS ANGELES, CA
SEC
AUM
$415.5M
Employees
5
USCF ADVISERS LLC
CRD #171962 WALNUT CREEK, CA
SEC Disclosures
AUM
$416M
Employees
13
RESOURCE INVESTMENT ARCHITECTS, INC.
CRD #111894 PETALUMA, CA
SEC Disclosures
AUM
$416.2M
Employees
15
AYER CAPITAL MANAGEMENT LP
CRD #157867 SAN FRANCISCO, CA
SEC Private Funds
AUM
$418.1M
Employees
9
GIFFORD FONG ASSOCIATES
CRD #142917 LAFAYETTE, CA
SEC
AUM
$418.6M
Employees
10
APERIMUS CAPITAL, LLC
CRD #159883 MARINA DEL REY, CA
SEC Private Funds
AUM
$418.7M
Employees
4
PRESERVATION EQUITY FUND ADVISORS, LLC
CRD #300968 IRVINE, CA
SEC Private Funds
AUM
$418.9M
Employees
12
ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION
CRD #160864 SAN DIEGO, CA
SEC
AUM
$418.9M
Employees
15
SQUAR MILNER FINANCIAL SERVICES, LLC
CRD #112483 IRVINE, CA
SEC
AUM
$419.8M
Employees
11
WEBB CAPITAL MANAGEMENT LLP
CRD #113658 SAN FRANCISCO, CA
SEC
AUM
$420.6M
Employees
5
BELL & BROWN WEALTH ADVISORS, LLC
CRD #175419 NEWPORT BEACH, CA
SEC
AUM
$420.9M
Employees
3
ZEPHYR INVESTMENT MANAGEMENT, INC.
CRD #166303 WESTLAKE VILLAGE, CA
SEC
AUM
$421.4M
Employees
8
BUENA VISTA FUND MANAGEMENT, LLC.
CRD #124537 SAN FRANCISCO, CA
SEC Private Funds
AUM
$421.4M
Employees
1
MKT ADVISORS LLC
CRD #163833 ESCONDIDO, CA
SEC
AUM
$422.6M
Employees
7
OGBORNE CAPITAL MANAGEMENT, LLC.
CRD #165833 SAN FRANCISCO, CA
SEC Private Funds
AUM
$423.2M
Employees
3
MAKAIRA PARTNERS, LLC
CRD #153729 LA JOLLA, CA
SEC Private Funds
AUM
$423.4M
Employees
6
UNION POINT ADVISORS, LLC
CRD #168112 SAN MATEO, CA
SEC Private Funds
AUM
$423.9M
Employees
12
PERMIRA CREDIT LLC
CRD #330996 MENLO PARK, CA
SEC Private Funds
AUM
$424.6M
Employees
32
BUSS-SHELGER ASSOCIATES
CRD #108185 LOS ANGELES, CA
SEC
AUM
$425M
Employees
10
MULLINTBG ADVISORY SERVICES, LLC
CRD #141445 IRVINE, CA
SEC
AUM
$425.4M
Employees
15