RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
THE ROXBOROUGH GROUP, LLC
CRD #310949 SAN FRANCISCO, CA
SEC Private Funds
AUM
$626.9M
Employees
12
FIVESPAN PARTNERS, LP
CRD #332551 SAN FRANCISCO, CA
SEC Private Funds
AUM
$628.7M
Employees
9
CRESCENT COVE ADVISORS, LP
CRD #288111 SAN FRANCISCO, CA
SEC Private Funds
AUM
$629.6M
Employees
11
ATLAS LEGACY ADVISORS LLC
CRD #329888 LOS ANGELES, CA
SEC
AUM
$629.8M
Employees
6
MISSION CREEK CAPITAL PARTNERS, INC.
CRD #151514 SAN FRANCISCO, CA
SEC
AUM
$630.4M
Employees
12
MASON & ASSOCIATES, INC.
CRD #141303 LOS ANGELES, CA
SEC
AUM
$631.3M
Employees
7
LASALLE DEBT INVESTORS
CRD #158422 LOS ANGELES, CA
SEC
AUM
$632.7M
Employees
12
URSA FUND MANAGEMENT LLC
CRD #283363 DANVILLE, CA
SEC Private Funds
AUM
$633.6M
Employees
2
INTEGRIS WEALTH MANAGEMENT, LLC
CRD #111336 MONTEREY, CA
SEC
AUM
$635.1M
Employees
16
AFFINITY CAPITAL ADVISORS LLC
CRD #166226 BERKELEY, CA
SEC
AUM
$636.1M
Employees
9
GRADIENT CAPITAL ADVISORS, LLC
CRD #168912 SAN DIEGO, CA
SEC
AUM
$637.5M
Employees
7
ALLIANCE ADVISORY & SECURITIES, LLC
CRD #18835 WESTLAKE VILLAGE, CA
SEC
AUM
$639.4M
Employees
25
SPECTRUM ASSET MANAGEMENT INC
CRD #111007 NEWPORT BEACH, CA
SEC
AUM
$640.1M
Employees
11
PHAEACIAN PARTNERS LLC
CRD #307899 EL SEGUNDO, CA
SEC Private Funds
AUM
$640.6M
Employees
9
RBO & CO, LLC
CRD #112172 ST. HELENA, CA
SEC
AUM
$640.7M
Employees
8
SIVIA CAPITAL PARTNERS, LLC
CRD #170413 MILL VALLEY, CA
SEC
AUM
$640.8M
Employees
4
ARIXA MANAGEMENT, LLC
CRD #336603 LOS ANGELES, CA
SEC
AUM
$641.1M
Employees
93
CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
CRD #316266 IRVINE, CA
SEC
AUM
$642M
Employees
27
DEFILADE CAPITAL MANAGEMENT, L.P.
CRD #337997 EMERYVILLE, CA
SEC Private Funds
AUM
$644.1M
Employees
7
LUCASHILL, LLC
CRD #321069 PALO ALTO, CA
SEC Private Funds
AUM
$644.5M
Employees
3
SOLSTEIN CAPITAL, LLC
CRD #157888 MENLO PARK, CA
SEC Private Funds
AUM
$645.2M
Employees
6
3 BRIDGE CAPITAL LLC
CRD #109566 SAN FRANCISCO, CA
SEC
AUM
$645.4M
Employees
10
EVOLUTION CAPITAL MANAGEMENT LLC
CRD #161668 SANTA MONICA, CA
SEC Private Funds
AUM
$645.9M
Employees
13
AURUM CAPITAL MANAGEMENT CORP
CRD #106988 SAN FRANCISCO, CA
SEC
AUM
$647.6M
Employees
--
TRAVEKA WEALTH, LLC
CRD #328421 LOS ALTOS, CA
SEC
AUM
$647.9M
Employees
6