RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
KERUX, LLC
CRD #327724 GRANITE BAY, CA
SEC
AUM
$436M
Employees
2
CLARITY CAPITAL PARTNERS LLC
CRD #129898 NEWPORT BEACH, CA
SEC Private Funds
AUM
$437.7M
Employees
7
300 NORTH CAPITAL, LLC
CRD #107325 PASADENA, CA
SEC Private Funds
AUM
$438.1M
Employees
11
ARC ADVISORY LLC
CRD #330258 SAN FRANCISCO, CA
SEC
AUM
$440.5M
Employees
35
WIMMER ASSOCIATES I, LLC
CRD #125243 PASADENA, CA
SEC
AUM
$441.1M
Employees
4
CEREBELLUM GP, LLC
CRD #152478 SAN FRANCISCO, CA
Private Funds
AUM
$441.7M
Employees
9
PROSPERITY WEALTH MANAGEMENT, INC.
CRD #174328 SAN RAMON, CA
SEC
AUM
$442.2M
Employees
51
AVALON GLOBAL ASSET MANAGEMENT LLC
CRD #107785 SAN FRANCISCO, CA
SEC Private Funds
AUM
$443.8M
Employees
5
WEINBERGER ASSET MANAGEMENT, INC
CRD #106176 LOS ANGELES, CA
SEC
AUM
$443.9M
Employees
3
GAVILAN INVESTMENT PARTNERS LLC
CRD #311134 BURLINGAME, CA
SEC Private Funds
AUM
$445.1M
Employees
1
SIERRA OCEAN, LLC
CRD #313829 RIPON, CA
SEC
AUM
$446.6M
Employees
7
DST WEALTH MANAGEMENT LLC
CRD #302110 INDIAN WELLS, CA
SEC
AUM
$446.9M
Employees
12
FUND MANAGEMENT AT ENGINE NO. 1 LLC
CRD #311877 SAN FRANCISCO, CA
SEC
AUM
$448.6M
Employees
33
NOMAD FINTECH INC
CRD #307764 MENLO PARK, CA
SEC
AUM
$448.6M
Employees
53
TRI-AD CAPITAL MANAGEMENT, INC.
CRD #109687 ESCONDIDO, CA
SEC
AUM
$448.9M
Employees
5
JMG CAPITAL MANAGEMENT, LLC
CRD #112009 LOS ANGELES, CA
SEC
AUM
$450.5M
Employees
10
RNP ADVISORY SERVICES, INC.
CRD #113354 MORGAN HILL, CA
SEC
AUM
$451M
Employees
8
OSTERWEIS CAPITAL MANAGEMENT INC
CRD #105421 SAN FRANCISCO, CA
SEC
AUM
$452.3M
Employees
63
BRIDGE ADVISORY LLC
CRD #148282 PASADENA, CA
SEC
AUM
$452.6M
Employees
18
ELYXIUM WEALTH LLC
CRD #328603 BEVERLY HILLS, CA
SEC
AUM
$452.7M
Employees
5
FINANCIAL FOCUS LLC
CRD #282177 CARLSBAD, CA
SEC
AUM
$453M
Employees
8
TRINITY CAPITAL MANAGEMENT, LLC
CRD #143097 SANTA BARBARA, CA
SEC
AUM
$453.5M
Employees
5
FINANCIAL DESIGNS CORPORATION
CRD #14829 CLAREMONT, CA
SEC
AUM
$454.5M
Employees
6
PARTNERS WEALTH MANAGEMENT, LLC
CRD #314816 CARMEL BY THE SEA, CA
SEC
AUM
$454.5M
Employees
35
G.W. SHERWOLD ASSOCIATES, INC.
CRD #42186 LAKE FOREST, CA
SEC
AUM
$455.4M
Employees
3