RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
TELLONE MANAGEMENT GROUP INC
CRD #111051 ANAHEIM HILLS, CA
SEC Private Funds Disclosures
AUM
$505.3M
Employees
9
WP ADVISORS, LLC
CRD #118268 SAN FRANCISCO, CA
SEC
AUM
$505.7M
Employees
4
SIRIUS ADVISORS LLC
CRD #136968 MANHATTAN BEACH, CA
SEC
AUM
$505.9M
Employees
5
ASSET PLANNING, INC
CRD #111535 CYPRESS, CA
SEC
AUM
$506M
Employees
6
TEMPUS WEALTH PLANNING, LLC
CRD #285349 IRVINE, CA
SEC
AUM
$506.5M
Employees
9
NOLAN MANAGEMENT LLC
CRD #312637 HERMOSA BEACH, CA
SEC Private Funds
AUM
$506.7M
Employees
10
FMB WEALTH MANAGEMENT
CRD #122309 WESTLAKE VILLAGE, CA
SEC
AUM
$507.8M
Employees
11
SECURITY GLOBAL INVESTORS, LLC
CRD #144107 SAN FRANCISCO, CA
SEC
AUM
$509.1M
Employees
--
PINHOOK CAPITAL, LLC
CRD #158509 SAN DIEGO, CA
SEC
AUM
$509.2M
Employees
9
ACACIA WEALTH ADVISORS, LLC
CRD #135044 BEVERLY HILLS, CA
SEC
AUM
$509.3M
Employees
4
CORAL TREE MANAGEMENT, LP
CRD #313118 LOS ANGELES, CA
SEC Private Funds
AUM
$509.6M
Employees
8
XELAN INC
CRD #104856 SAN DIEGO, CA
SEC
AUM
$510M
Employees
5
ASYMMETRY CAPITAL MANAGEMENT, L.P.
CRD #269947 SAN FRANCISCO, CA
SEC Private Funds
AUM
$510.4M
Employees
7
ARCHITECT CAPITAL CORP.
CRD #315010 SAN FRANCISCO, CA
SEC Private Funds
AUM
$510.8M
Employees
14
MEDINA VALUE PARTNERS, LLC
CRD #155192 LOS ANGELES, CA
SEC Private Funds
AUM
$511.6M
Employees
7
KAYAK INVESTMENT PARTNERS LLC
CRD #166116 SAN FRANCISCO, CA
SEC Private Funds
AUM
$514.8M
Employees
10
WESPAC ADVISORS SOCAL, LLC
CRD #158413 PASADENA, CA
SEC
AUM
$516.3M
Employees
12
MEANINGFUL PARTNERS LLC
CRD #306169 EL SEGUNDO, CA
SEC Private Funds
AUM
$517.9M
Employees
7
FALL LINE CAPITAL, LLC
CRD #283625 SAN MATEO, CA
SEC Private Funds
AUM
$518M
Employees
12
PAINTED PORCH ADVISORS LLC
CRD #304375 SANTA BARBARA, CA
SEC Private Funds
AUM
$518.2M
Employees
19
NEST EGG ETFS, LLC
CRD #332971 DOWNEY, CA
SEC
AUM
$519M
Employees
3
SUMMIT FINANCIAL ADVISORS, LLC
CRD #109280 SAN MATEO, CA
SEC
AUM
$519M
Employees
4
PACIFIC EDGE ADVISORS, LLC
CRD #283628 CORONA DEL MAR, CA
SEC
AUM
$520.9M
Employees
3
HAHN CAPITAL MANAGEMENT, LLC
CRD #108911 WALNUT CREEK, CA
SEC
AUM
$521M
Employees
5
ADVANTAGE ALPHA CAPITAL PARTNERS LP
CRD #297816 SAN FRANCISCO, CA
SEC Private Funds
AUM
$521.4M
Employees
6