RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PARKSHORE WEALTH MANAGEMENT
CRD #148052 GRANITE BAY, CA
SEC
AUM
$455.4M
Employees
9
AKANTHOS CAPITAL MANAGEMENT, LLC
CRD #137485 WOODLAND HILLS, CA
SEC
AUM
$455.5M
Employees
10
DIVERSIFI CAPITAL LLC
CRD #242788 LOS ALTOS, CA
SEC Private Funds
AUM
$456.9M
Employees
13
WARREN STREET WEALTH ADVISORS, LLC
CRD #173447 IRVINE, CA
SEC
AUM
$457.8M
Employees
10
ROSENBLUM SILVERMAN SUTTON SF INC
CRD #105774 SAN FRANCISCO, CA
SEC
AUM
$459.5M
Employees
5
SDS REAL ESTATE ADVISORS
CRD #309932 LOS ANGELES, CA
SEC Private Funds
AUM
$459.6M
Employees
12
PRISM ADVISORS, INC.
CRD #286474 STUDIO CITY, CA
SEC
AUM
$462M
Employees
5
CHICO WEALTH RIA, INC.
CRD #162562 CHICO, CA
SEC
AUM
$462.2M
Employees
4
TRI-AD CAPITAL MANAGEMENT I, LLC
CRD #324364 ESCONDIDO, CA
SEC
AUM
$463.4M
Employees
4
ORIN GREEN FINANCIAL, LLC
CRD #285670 SAN DIEGO, CA
SEC
AUM
$463.8M
Employees
7
POINT LOBOS CAPITAL, LLC
CRD #151321 SAN FRANCISCO, CA
SEC Private Funds
AUM
$465M
Employees
6
FACTION VENTURES, LLC
CRD #318821 PALO ALTO, CA
SEC Private Funds
AUM
$465.7M
Employees
7
ENERGY POWER MANAGEMENT I, LLC
CRD #164298 EL SEGUNDO, CA
Private Funds
AUM
$465.7M
Employees
5
GENESIS CAPITAL, LLC
CRD #170568 LOS ANGELES, CA
Private Funds
AUM
$466.6M
Employees
57
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRD #284787 WESTLAKE VILLAGE, CA
SEC
AUM
$467.7M
Employees
4
TOWERPOINT WEALTH, LLC
CRD #288593 SACRAMENTO, CA
SEC
AUM
$470M
Employees
9
DHR INVESTMENT COUNSEL LTD
CRD #109546 OAKLAND, CA
SEC
AUM
$470.4M
Employees
4
DDFG, INC
CRD #317862 THOUSAND OAKS, CA
SEC
AUM
$470.8M
Employees
6
WEST WEALTH GROUP, LLC
CRD #316644 IRVINE, CA
SEC
AUM
$472.1M
Employees
27
FINANCIAL DECISIONS, INC.
CRD #118883 STOCKTON, CA
SEC
AUM
$472.7M
Employees
8
TRIAGEN WEALTH MANAGEMENT LLC
CRD #308457 CALABASAS, CA
SEC
AUM
$473.6M
Employees
4
LIBRA WEALTH LLC
CRD #288098 LOS GATOS, CA
SEC
AUM
$473.7M
Employees
5
ROCKWATER MUNICIPAL ADVISORS, LLC
CRD #134971 IRVINE, CA
SEC
AUM
$475.7M
Employees
10
LIFE LINE WEALTH MANAGEMENT LLC
CRD #171051 BEVERLY HILLS, CA
SEC
AUM
$476.2M
Employees
5
OLD WEST INVESTMENT MANAGEMENT, LLC
CRD #148343 LOS ANGELES, CA
SEC Private Funds
AUM
$476.5M
Employees
7