RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CASTLE ROCK WEALTH MANAGEMENT, LLC
CRD #199513 WALNUT CREEK, CA
SEC
AUM
$521.8M
Employees
8
BMB ADVISERS LLC
CRD #118410 LOS ANGELES, CA
SEC
AUM
$523.1M
Employees
3
RETIREMENT WELLNESS GROUP LLC
CRD #297255 PASADENA, CA
SEC
AUM
$523.7M
Employees
2
KICAP MANAGEMENT LP
CRD #112698 IRVINE, CA
SEC
AUM
$526M
Employees
10
TORTUGA ADVISERS LLC
CRD #137514 SIMI VALLEY, CA
SEC
AUM
$527M
Employees
1
SULLIVAN & SERWITZ INVESTMENT ADVISORS INC
CRD #106029 LOS ALTOS, CA
SEC Disclosures
AUM
$527M
Employees
6
FORTEM FINANCIAL GROUP, LLC
CRD #291662 PALM DESERT, CA
SEC
AUM
$528.5M
Employees
10
LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD #106635 PASADENA, CA
SEC
AUM
$530.3M
Employees
5
ANGELENO GROUP, LLC
CRD #159677 LOS ANGELES, CA
SEC Private Funds
AUM
$532M
Employees
12
MERITAS WEALTH MANAGEMENT, LLC
CRD #148565 SAN RAFAEL, CA
SEC
AUM
$533.8M
Employees
12
PENSION ARCHITECTS ADVISORY GROUP, LLC
CRD #145242 PASADENA, CA
SEC
AUM
$534.1M
Employees
1
WESTSHORE WEALTH, LLC
CRD #283843 NEWPORT BEACH, CA
SEC
AUM
$534.3M
Employees
10
SOLACE CAPITAL PARTNERS, L.P.
CRD #175319 LOS ANGELES, CA
SEC Private Funds
AUM
$534.6M
Employees
11
HC FINANCIAL ADVISORS INC
CRD #110436 LAFAYETTE, CA
SEC
AUM
$534.8M
Employees
10
INFANGER INVESTMENT TECHNOLOGY, LLC
CRD #112328 MOUNTAIN VIEW, CA
SEC
AUM
$534.9M
Employees
1
INTEGRAL INVESTMENT ADVISORS, INC.
CRD #146569 TURLOCK, CA
SEC
AUM
$535.8M
Employees
7
SELDON CAPITAL LP
CRD #300755 SAN FRANCISCO, CA
SEC Private Funds
AUM
$536.3M
Employees
7
FIRST TURN MANAGEMENT, LLC
CRD #327421 SOLANA BEACH, CA
SEC Private Funds
AUM
$536.6M
Employees
3
GARRISON POINT ADVISORS, LLC
CRD #292016 WALNUT CREEK, CA
SEC
AUM
$537M
Employees
10
FORD FINANCIAL GROUP, LLC
CRD #284977 FRESNO, CA
SEC
AUM
$537.1M
Employees
16
DAFNA CAPITAL MANAGEMENT, LLC
CRD #129053 LOS ANGELES, CA
SEC Private Funds
AUM
$537.7M
Employees
8
3000 MANAGEMENT, INC.
CRD #121168 SAN FRANCISCO, CA
SEC Private Funds
AUM
$539M
Employees
9
ARIADNE WEALTH MANAGEMENT, LP
CRD #170999 SANTA BARBARA, CA
SEC
AUM
$539.3M
Employees
6
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
CRD #105052 FOLSOM, CA
SEC
AUM
$540M
Employees
10
LOGICA CAPITAL ADVISERS, LLC
CRD #168906 LOS ANGELES, CA
SEC Private Funds
AUM
$541M
Employees
8