RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BURLESON & COMPANY, LLC
CRD #131803 PETALUMA, CA
SEC Private Funds
AUM
$492M
Employees
5
WAITE & ASSOCIATES
CRD #109713 LOS ANGELES, CA
SEC
AUM
$492.1M
Employees
5
HERRMANN & COOKE, INC.
CRD #110722 DANVILLE, CA
SEC
AUM
$492.8M
Employees
10
REDWOOD HOLDINGS, LLC
CRD #173916 SANTA MONICA, CA
SEC Disclosures
AUM
$493M
Employees
3
INVESTMENT PLACEMENT GROUP
CRD #14458 LA JOLLA, CA
SEC
AUM
$494M
Employees
--
SELBY WEALTH MANAGEMENT, LLC
CRD #334084 EMERYVILLE, CA
SEC
AUM
$494.6M
Employees
4
SQN INVESTORS LP
CRD #171505 MENLO PARK, CA
Private Funds
AUM
$494.6M
Employees
7
BROOKSTREET SECURITIES CORPORATION
CRD #14667 IRVINE, CA
SEC
AUM
$495.1M
Employees
51
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD #130931 DANVILLE, CA
SEC
AUM
$496.8M
Employees
1
CHELSEA COUNSEL COMPANY
CRD #110399 WOODLAND HILLS, CA
SEC
AUM
$497M
Employees
7
PRAETORIAN WEALTH MANAGEMENT, INC.
CRD #147814 CARMEL, CA
SEC
AUM
$498.8M
Employees
8
PARALLAXES CAPITAL MANAGEMENT, LLC
CRD #291657 LOS ANGELES, CA
SEC Private Funds
AUM
$499.5M
Employees
2
PROLOGIS PRIVATE CAPITAL, LLC
CRD #109190 SAN FRANCISCO, CA
SEC Private Funds
AUM
$500M
Employees
10
PASKIN & KAHR CAPITAL MANAGEMENT LLC
CRD #130046 SAN FRANCISCO, CA
SEC
AUM
$500M
Employees
1
ARTIS VENTURES MANAGEMENT, L.P.
CRD #168686 SAN FRANCISCO, CA
Private Funds
AUM
$500.9M
Employees
9
STEWART WEALTH MANAGEMENT, INC.
CRD #143425 SAN RAFAEL, CA
SEC
AUM
$501.2M
Employees
3
PORTFOLIO DESIGN LABS, LLC
CRD #318127 ENCINO, CA
SEC
AUM
$501.8M
Employees
4
AHOY CAPITAL MANAGEMENT LLC
CRD #300100 PALO ALTO, CA
SEC Private Funds
AUM
$503M
Employees
4
THREE ARCH WEALTH MANAGEMENT LLC
CRD #333733 IRVINE, CA
SEC
AUM
$503M
Employees
5
GROUNDFORCE CAPITAL MANAGEMENT, LLC
CRD #299383 MILL VALLEY, CA
SEC Private Funds
AUM
$503.5M
Employees
13
IMPERIAL CREDIT ASSET MANAGEMENT INC
CRD #110157 BEVERLY HILLS, CA
SEC
AUM
$504M
Employees
10
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
CRD #310407 MENLO PARK, CA
SEC Private Funds
AUM
$504.6M
Employees
9
AIMZ INVESTMENT ADVISORS LLC
CRD #155810 LOS ALTOS, CA
SEC
AUM
$504.9M
Employees
2
BRENNAN JOHN DAVID
CRD #108801 CORONADO, CA
SEC
AUM
$505.2M
Employees
2
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD #125401 PETALUMA, CA
SEC
AUM
$505.3M
Employees
2