RIA Intelligence

Investment Advisers in California

5,433 registered firms

BLUE ZONE WEALTH ADVISORS, LLC
CRD #305943 LOS ANGELES, CA
SEC Private Funds
AUM
$564.8M
Employees
6
WESTERN STANDARD, LLC
CRD #147864 LOS ANGELES, CA
SEC Private Funds
AUM
$564.9M
Employees
7
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
CRD #6609 PASADENA, CA
SEC Private Funds Disclosures
AUM
$565.2M
Employees
11
LINEPOINT PARTNERS & CO., LLC
CRD #332598 LOS ANGELES, CA
SEC Private Funds
AUM
$567.3M
Employees
11
HOKANSON ASSOCIATES, INC.
CRD #104617 SOLANA BEACH, CA
SEC
AUM
$568.2M
Employees
11
PEAKVIEW MANAGEMENT, LLC
CRD #305663 MENLO PARK, CA
SEC Private Funds
AUM
$568.3M
Employees
6
NEUMANN CAPITAL MANAGEMENT, LLC
CRD #112182 FOSTER CITY, CA
SEC
AUM
$568.5M
Employees
4
WOODWARD DIVERSIFIED CAPITAL, LLC
CRD #306299 BAKERSFIELD, CA
SEC Private Funds
AUM
$570.8M
Employees
6
NWK GROUP, INC.
CRD #124186 SAN FRANCISCO, CA
SEC
AUM
$570.9M
Employees
6
NEXT PLAY CAPITAL, LLC
CRD #173787 REDWOOD CITY, CA
SEC Private Funds
AUM
$571.5M
Employees
11
ARX MANAGEMENT, LLC
CRD #305659 EL SEGUNDO, CA
SEC
AUM
$573.4M
Employees
5
KORNERSTONE, INC.
CRD #170687 CHICO, CA
SEC
AUM
$573.5M
Employees
4
VIVID FINANCIAL MANAGEMENT, INC.
CRD #281392 ORCUTT, CA
SEC
AUM
$573.5M
Employees
21
TITUS WEALTH MANAGEMENT
CRD #136970 LARKSPUR, CA
SEC
AUM
$574M
Employees
18
FOUNDERS FINANCIAL NETWORK, LLC
CRD #136401 CUPERTINO, CA
SEC
AUM
$574.8M
Employees
6
TCFG INVESTMENT ADVISORS, LLC
CRD #166606 LAGUNA NIGUEL, CA
SEC Disclosures
AUM
$575.1M
Employees
27
SF EQUITY PARTNERS MANAGEMENT, LLC
CRD #162396 SAN FRANCISCO, CA
SEC Private Funds
AUM
$575.4M
Employees
8
CYPRESS WEALTH ADVISORS LLC
CRD #132498 SAN FRANCISCO, CA
SEC Private Funds
AUM
$576.4M
Employees
8
ONEPRIME CAPITAL LLC
CRD #299697 PALO ALTO, CA
SEC Private Funds
AUM
$576.7M
Employees
7
SECTION PARTNERS MANAGEMENT, LLC
CRD #314618 PALO ALTO, CA
SEC Private Funds
AUM
$577.1M
Employees
10
L.S.Y., INC
CRD #38 SAN RAMON, CA
SEC
AUM
$578.1M
Employees
30
EWG ELEVATE INC.
CRD #291805 ROSEVILLE, CA
SEC
AUM
$578.4M
Employees
23
ROWLING & ASSOCIATES LLC
CRD #308292 SAN DIEGO, CA
SEC
AUM
$579.6M
Employees
15
BUCHANAN STREET PARTNERS, LP
CRD #113634 NEWPORT BEACH, CA
SEC Private Funds Disclosures
AUM
$579.7M
Employees
25
CIC/HCM ASSET MANAGEMENT, INC
CRD #105269 LOS ANGELES, CA
SEC
AUM
$579.9M
Employees
10