RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CARDINAL POINT WEALTH MANAGEMENT, LLC
CRD #151579 IRVINE, CA
SEC
AUM
$648.1M
Employees
26
ALLIANZ GLOBAL INVESTORS OF AMERICA L.P.
CRD #105400 NEWPORT BEACH, CA
SEC
AUM
$648.4M
Employees
51
FUTUREADVISOR, INC.
CRD #154604 SAN FRANCISCO, CA
SEC
AUM
$648.9M
Employees
20
NEWFRONT RETIREMENT SERVICES, INC.
CRD #167641 SAN MATEO, CA
SEC
AUM
$649.3M
Employees
30
WILSEY ASSET MANAGEMENT INCORPORATED
CRD #130482 SAN DIEGO, CA
SEC
AUM
$650M
Employees
8
EXTRACT ADVISORS LLC
CRD #285535 CALABASAS, CA
SEC Private Funds
AUM
$651.6M
Employees
10
ENGAGED CAPITAL, LLC
CRD #161251 NEWPORT BEACH, CA
SEC Private Funds
AUM
$652.3M
Employees
12
KAUFMAN + BERNSTEIN, INC.
CRD #139370 LOS ANGELES, CA
SEC Private Funds Disclosures
AUM
$654.7M
Employees
19
PACIFIC CAPITAL WEALTH ADVISORS, INC.
CRD #159294 CORONA, CA
SEC
AUM
$654.7M
Employees
9
NAVALIGN, LLC
CRD #119919 ENCINO, CA
SEC
AUM
$655.6M
Employees
9
RUNNING POINT CAPITAL ADVISORS LLC
CRD #306275 EL SEGUNDO, CA
SEC
AUM
$656.9M
Employees
9
INCLUSIVE CAPITAL PARTNERS, L.P.
CRD #309419 SAN FRANCISCO, CA
SEC Private Funds
AUM
$662.3M
Employees
4
SKBA CAPITAL MANAGEMENT, LLC
CRD #108542 SAN FRANCISCO, CA
SEC
AUM
$662.4M
Employees
10
PEAKVIEW CAPITAL MANAGEMENT CO.
CRD #287567 PALO ALTO, CA
SEC Private Funds
AUM
$663.8M
Employees
6
DILIGENT INVESTORS, LLC
CRD #158708 REDLANDS, CA
SEC
AUM
$664.7M
Employees
3
OPES WEALTH MANAGEMENT, LLC
CRD #299704 MENLO PARK, CA
SEC
AUM
$664.7M
Employees
9
PIER 88 INVESTMENT PARTNERS, LLC
CRD #169316 SAN FRANCISCO, CA
SEC Private Funds
AUM
$665M
Employees
5
DUNCAN-HURST CAPITAL MANAGEMENT, L.P.
CRD #129835 SAN DIEGO, CA
SEC
AUM
$665.3M
Employees
--
HIGHLINE WEALTH PARTNERS, LLC
CRD #284712 SHERMAN OAKS, CA
SEC
AUM
$665.6M
Employees
15
PALO ALTO INVESTORS LP
CRD #109171 PALO ALTO, CA
SEC Private Funds
AUM
$667M
Employees
12
SANCUS CAPITAL MANAGEMENT LP
CRD #157121 LOS ANGELES, CA
SEC Private Funds
AUM
$667.3M
Employees
8
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD #286567 SAN DIEGO, CA
SEC
AUM
$668.2M
Employees
11
NELSON CAPITAL MANAGEMENT INC
CRD #105660 PALO ALTO, CA
SEC
AUM
$668.9M
Employees
--
TIDEMARK MANAGEMENT COMPANY LP
CRD #313541 MENLO PARK, CA
SEC Private Funds
AUM
$669.4M
Employees
18
WESTMOORE ADVISORS, LLC
CRD #140474 ANAHEIM HILLS, CA
SEC
AUM
$671.1M
Employees
5