RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
JACKSON FINANCIAL MANAGEMENT
CRD #108029 COSTA MESA, CA
SEC
AUM
$477.4M
Employees
13
WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD #109770 PLEASANT HILL, CA
SEC
AUM
$478.5M
Employees
7
P4G CAPITAL MANAGEMENT, LLC
CRD #300645 SAN FRANCISCO, CA
SEC Private Funds
AUM
$479.3M
Employees
9
OMEGA FINANCIAL GROUP, LLC
CRD #164147 SANTA BARBARA, CA
SEC
AUM
$480.2M
Employees
6
FINANCIAL CONNECTIONS GROUP, INC.
CRD #108906 LARKSPUR, CA
SEC
AUM
$480.8M
Employees
8
ION PACIFIC, INC.
CRD #328607 VENICE, CA
SEC Private Funds
AUM
$483.1M
Employees
19
JDH WEALTH MANAGEMENT, LLC
CRD #112474 SANTA ROSA, CA
SEC
AUM
$483.1M
Employees
2
PREMIER WEALTH ADVISORS, LLC
CRD #285510 SAN DIEGO, CA
SEC
AUM
$483.2M
Employees
6
JOHANSON FINANCIAL ADVISORS, INC.
CRD #159244 CAMPBELL, CA
SEC
AUM
$484.1M
Employees
5
CURTIS ADVISORY GROUP, LLC
CRD #151695 SANTA BARBARA, CA
SEC
AUM
$485M
Employees
3
TTP INVESTMENTS, INC.
CRD #284082 SAN JOSE, CA
SEC
AUM
$485.3M
Employees
3
IBN ASSET MANAGEMENT, LLC
CRD #290114 THOUSAND OAKS, CA
SEC
AUM
$485.4M
Employees
6
POTENTIA RIA, LLC
CRD #329135 SAN JOSE, CA
SEC
AUM
$485.5M
Employees
14
DEDORA CAPITAL, INC.
CRD #177523 NAPA, CA
SEC
AUM
$487.1M
Employees
11
AVALON CAPITAL MANAGEMENT
CRD #107501 PORT OF REDWOOD CITY, CA
SEC
AUM
$487.4M
Employees
4
PHASE 2 PARTNERS, LLC
CRD #311741 SAN FRANCISCO, CA
SEC Private Funds
AUM
$487.4M
Employees
8
MARIN FINANCIAL ADVISORS LLC
CRD #135872 LARKSPUR, CA
SEC
AUM
$487.7M
Employees
2
ROBERTSON STEPHENS ADVISORS LLC
CRD #166736 SAN FRANCISCO, CA
SEC Private Funds
AUM
$488.1M
Employees
20
JACKSON SQUARE CAPITAL, LLC
CRD #300314 SAN FRANCISCO, CA
SEC
AUM
$488.8M
Employees
6
AVALAN, LLC
CRD #156109 SANTA BARBARA, CA
SEC Private Funds
AUM
$488.9M
Employees
10
KAUFMAN, BERNSTEIN, OBERMAN, TIVOLI & MILLER, LLC
CRD #114000 LOS ANGELES, CA
SEC
AUM
$489.5M
Employees
--
ARISTON SERVICES GROUP, LLC
CRD #146255 SAN DIEGO, CA
SEC Private Funds
AUM
$490.8M
Employees
5
HERITAGE WEALTH MANAGEMENT, INC.
CRD #316956 SAN DIEGO, CA
SEC Private Funds
AUM
$491.2M
Employees
9
RED IRON GROUP MANAGEMENT, LLC
CRD #317920 MENLO PARK, CA
SEC Private Funds
AUM
$491.3M
Employees
13
ILLUMINATION ASSET MANAGEMENT, LLC
CRD #164895 LOS ANGELES, CA
SEC Private Funds
AUM
$492M
Employees
3