RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GREENSTONE PARTNERS, LLC
CRD #136566 LARKSPUR, CA
SEC Private Funds
AUM
$426.3M
Employees
5
BETA WEALTH GROUP, INC
CRD #165224 SAN DIEGO, CA
SEC
AUM
$429M
Employees
4
H&F INVESTORS IV LLC
CRD #108759 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
H & F ASSOCIATES IV LLC
CRD #108843 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
H & F ADMINISTRATION IV LLC
CRD #110710 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
LIGHTHOUSE FINANCIAL SERVICES INC
CRD #110367 BREA, CA
SEC
AUM
$429.8M
Employees
7
VAN STRUM & TOWNE INC
CRD #106228 SAN FRANCISCO, CA
SEC
AUM
$429.9M
Employees
5
ATWATER CAPITAL, LLC
CRD #299075 LOS ANGELES, CA
SEC Private Funds
AUM
$430M
Employees
7
VON BERGE WEALTH MANAGEMENT GROUP, LLC
CRD #313332 SAN DIEGO, CA
SEC
AUM
$430M
Employees
2
SPIEGELMAN WEALTH MANAGEMENT, INC.
CRD #336637 WALNUT CREEK, CA
SEC
AUM
$431.9M
Employees
4
BOCAGE CAPITAL, LLC
CRD #153767 SAN FRANCISCO, CA
SEC Private Funds
AUM
$432.2M
Employees
13
MREC MANAGEMENT, LLC
CRD #277076 LOS ANGELES, CA
Private Funds Disclosures
AUM
$432.3M
Employees
10
CLELLAND & CO INC
CRD #105406 SAN DIEGO, CA
SEC
AUM
$432.4M
Employees
3
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
CRD #109766 PASADENA, CA
SEC
AUM
$432.6M
Employees
6
BREAKAWAY CAPITAL MANAGEMENT HOLDINGS, LLC
CRD #282412 LOS ANGELES, CA
SEC Private Funds
AUM
$432.9M
Employees
3
WRAPMANAGER INC
CRD #108834 MILL VALLEY, CA
SEC
AUM
$432.9M
Employees
10
DRC INVESTMENT ADVISORS, LLC
CRD #332680 SANTA MONICA, CA
SEC
AUM
$433M
Employees
4
FINANCIAL AVENGERS, INC.
CRD #119636 OAKLAND, CA
SEC
AUM
$433.3M
Employees
2
LIDO ADVISORS, INC.
CRD #119540 BEVERLY HILLS, CA
SEC
AUM
$433.5M
Employees
6
AUDENT GLOBAL ASSET MANAGEMENT, LLC
CRD #308166 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$433.7M
Employees
6
BANYAN ALPHA INVESTMENT L.P.
CRD #311857 SOUTH SAN FRANCISCO, CA
SEC Private Funds
AUM
$433.9M
Employees
5
CLEARLIGHT PARTNERS MANAGEMENT, LLC
CRD #157610 NEWPORT BEACH, CA
SEC Private Funds
AUM
$433.9M
Employees
10
OPEN DOOR CAPITAL ADVISORS (US), LLC
CRD #158895 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$434.5M
Employees
10
MONARCH WEALTH STRATEGIES
CRD #136029 SANTA BARBARA, CA
SEC
AUM
$434.8M
Employees
8
DLK INVESTMENT MANAGEMENT
CRD #149096 SOLANA BEACH, CA
SEC
AUM
$435M
Employees
7