RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SUREVEST, LLC
CRD #306872 LOS ANGELES, CA
SEC
AUM
$541.1M
Employees
12
HUBER CAPITAL MANAGEMENT LLC
CRD #143344 EL SEGUNDO, CA
SEC
AUM
$541.5M
Employees
10
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD #108882 LAGUNA HILLS, CA
SEC
AUM
$541.7M
Employees
11
THE RETIREMENT GROUP, LLC
CRD #148296 SAN DIEGO, CA
SEC
AUM
$544.5M
Employees
30
20/20 CAPITAL MANAGEMENT, INC
CRD #281692 COSTA MESA, CA
SEC
AUM
$544.7M
Employees
38
BOLTHOUSE INVESTMENTS, LLC
CRD #148531 BAKERSFIELD, CA
SEC Private Funds
AUM
$544.8M
Employees
9
VERSO PARTNERS LP
CRD #318319 SAN FRANCISCO, CA
SEC Private Funds
AUM
$547.1M
Employees
7
PURUS WEALTH MANAGEMENT, LLC
CRD #174490 NEWPORT BEACH, CA
SEC
AUM
$548.2M
Employees
11
TRANSAMERICA FINANCIAL ADVISORS, INC.
CRD #3600 LOS ANGELES, CA
SEC
AUM
$550.7M
Employees
51
STONNINGTON GROUP, LLC
CRD #131221 PASADENA, CA
SEC Private Funds
AUM
$553M
Employees
2
BRENTWOOD PRIVATE EQUITY IV, L.P.
CRD #156566 LOS ANGELES, CA
SEC Private Funds
AUM
$553.1M
Employees
18
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
CRD #294019 SANTA ROSA, CA
SEC
AUM
$553.1M
Employees
6
PACIFIC ASSETS MANAGEMENT LLC
CRD #112011 LOS ANGELES, CA
SEC
AUM
$553.6M
Employees
10
HAMILTON WEALTH, LLC
CRD #289462 LOS ANGELES, CA
SEC
AUM
$553.7M
Employees
4
COGENUITY PARTNERS, LLC
CRD #332474 SAN FRANCISCO, CA
SEC Private Funds
AUM
$553.8M
Employees
13
EPSILON FINANCIAL GROUP, INC.
CRD #111990 FAIRFIELD, CA
SEC
AUM
$554.1M
Employees
8
HARRIS FINANCIAL ADVISORS INC
CRD #107510 TORRANCE, CA
SEC
AUM
$556.4M
Employees
15
GRAND JEAN CAPITAL MANAGEMENT INC.
CRD #111738 SAN FRANCISCO, CA
SEC
AUM
$557.7M
Employees
6
BETTERWEALTH LLC
CRD #226661 SAN JOSE, CA
SEC
AUM
$558M
Employees
6
CERRO PACIFIC WEALTH ADVISORS, LLC
CRD #310825 SAN LUIS OBISPO, CA
SEC
AUM
$558.1M
Employees
4
FINANCIAL ALTERNATIVES, INC.
CRD #108245 LA JOLLA, CA
SEC
AUM
$559.4M
Employees
12
AECOM CAPITAL REAL ESTATE, LLC
CRD #298333 LOS ANGELES, CA
SEC Private Funds
AUM
$559.5M
Employees
4
STAMPER CAPITAL & INVESTMENTS, INC.
CRD #106041 CORONA DEL MAR, CA
SEC
AUM
$561M
Employees
5
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
CRD #140861 DANVILLE, CA
SEC Disclosures
AUM
$561.6M
Employees
12
SNOW LAKE MANAGEMENT LP
CRD #322971 MENLO PARK, CA
SEC Private Funds
AUM
$562.9M
Employees
1