RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD #322382 DANVILLE, CA
SEC Private Funds
AUM
$581.9M
Employees
92
ELEVATION WEALTH PARTNERS, LLC
CRD #123971 WALNUT CREEK, CA
SEC
AUM
$582.1M
Employees
10
MAIN MANAGEMENT FUND ADVISORS, LLC
CRD #281689 SAN FRANCISCO, CA
SEC
AUM
$582.1M
Employees
22
EPSTEIN AND WHITE FINANCIAL LLC
CRD #281230 SAN DIEGO, CA
SEC
AUM
$583.3M
Employees
19
SHUMAN & SCHNEIDER
CRD #110470 SAN FRANCISCO, CA
SEC
AUM
$583.3M
Employees
5
MA PRIVATE WEALTH, LLC
CRD #291366 SAN CARLOS, CA
SEC
AUM
$584.1M
Employees
7
STOLPER & COMPANY
CRD #6911 SAN DIEGO, CA
SEC
AUM
$585.2M
Employees
3
GKM ADVISERS, LLC
CRD #127774 LOS ANGELES, CA
SEC
AUM
$585.7M
Employees
--
ARROWROOT CAPITAL MANAGEMENT, LLC
CRD #285193 MARINA DEL REY, CA
SEC Private Funds
AUM
$587.4M
Employees
15
L2 POINT MANAGEMENT LLC
CRD #317924 SAN FRANCISCO, CA
SEC Private Funds
AUM
$589.5M
Employees
6
SPANOS BARBER JESSE & CO., LLC
CRD #293841 WALNUT CREEK, CA
SEC Private Funds
AUM
$590.9M
Employees
17
BOW CAPITAL MANAGEMENT, LLC
CRD #285101 MENLO PARK, CA
Private Funds
AUM
$591.4M
Employees
6
JOHN W. BROOKER & CO., CPAS, PC
CRD #105437 OAKLAND, CA
SEC
AUM
$592.4M
Employees
8
AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC
CRD #284231 SEAL BEACH, CA
SEC Private Funds
AUM
$594.8M
Employees
33
MT. EDEN INVESTMENT ADVISORS, LLC
CRD #133315 SAN FRANCISCO, CA
SEC
AUM
$596.5M
Employees
11
JOCELYN INVESTMENT MANAGEMENT, LLC
CRD #145005 SAN RAFAEL, CA
SEC
AUM
$596.6M
Employees
2
GIRARD SECURITIES, INC.
CRD #18697 SAN DIEGO, CA
SEC
AUM
$596.8M
Employees
126
CLARITY WEALTH ADVISORS, LLC
CRD #157913 SAN JOSE, CA
SEC
AUM
$601.2M
Employees
4
CONCENTRIC WEALTH MANAGEMENT LLC
CRD #144773 LAFAYETTE, CA
SEC
AUM
$601.3M
Employees
6
AR ASSET MANAGEMENT, INC.
CRD #110342 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$602.6M
Employees
4
FRONTIER GLOBAL PARTNERS LLC
CRD #145341 LA JOLLA, CA
SEC Private Funds
AUM
$603.2M
Employees
9
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CRD #146132 CORONA, CA
SEC
AUM
$603.5M
Employees
27
RENBERG CAPITAL MANAGEMENT INC
CRD #110141 BEVERLY HILLS, CA
SEC
AUM
$604.5M
Employees
--
CONIFER SECURITIES LLC
CRD #23857 SAN FRANCISCO, CA
SEC
AUM
$604.7M
Employees
--
CALDWELL SUTTER CAPITAL, INC.
CRD #10489 SAUSALITO, CA
SEC
AUM
$605.7M
Employees
17