RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WADE FINANCIAL ADVISORY, INC.
CRD #108627 CAMPBELL, CA
SEC
AUM
$672.9M
Employees
9
PEAK INVESTMENTS, LLC
CRD #130952 LOS ANGELES, CA
SEC Private Funds
AUM
$674.4M
Employees
1
WHELAN FINANCIAL
CRD #107227 FRESNO, CA
SEC
AUM
$674.6M
Employees
8
SAVANT INVESTMENT GROUP, LLC
CRD #108810 EMERYVILLE, CA
SEC
AUM
$674.9M
Employees
8
PGR SOLUTIONS, LLC
CRD #119490 SAN JOSE, CA
SEC
AUM
$676.2M
Employees
18
PENINSULA WEALTH, LLC
CRD #152436 SAN FRANCISCO, CA
SEC
AUM
$676.4M
Employees
7
SER CAPITAL PARTNERS MANAGEMENT, LP
CRD #307713 REDWOOD CITY, CA
SEC Private Funds
AUM
$676.8M
Employees
15
FINANCIAL SENSE ADVISORS, INC.
CRD #111090 SAN DIEGO, CA
SEC
AUM
$681.4M
Employees
13
RELEVANT WEALTH ADVISORS, LLC
CRD #1489 MILL VALLEY, CA
SEC
AUM
$681.5M
Employees
4
SMART INVESTOR, LLC
CRD #116587 ROSEVILLE, CA
SEC
AUM
$682.7M
Employees
18
WESTHILL FINANCIAL ADVISORS, INC.
CRD #152506 SAN RAFAEL, CA
SEC
AUM
$684.4M
Employees
13
MORTON CAPITAL MANAGEMENT
CRD #106549 CALABASAS, CA
SEC
AUM
$684.6M
Employees
--
BELL INVESTMENT ADVISORS INC
CRD #108383 ORINDA, CA
SEC
AUM
$686.4M
Employees
15
INTEGRITY GROWTH PARTNERS, L.P.
CRD #307975 LOS ANGELES, CA
SEC Private Funds
AUM
$688.3M
Employees
10
ACME, LLC
CRD #168736 SAN FRANCISCO, CA
SEC Private Funds
AUM
$689.4M
Employees
13
FIRST ALLIED ASSET MANAGEMENT
CRD #140292 SAN DIEGO, CA
SEC
AUM
$691.4M
Employees
11
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
CRD #290090 CONCORD, CA
SEC
AUM
$691.7M
Employees
5
KTF INVESTMENTS, LLC
CRD #337465 SEAL BEACH, CA
SEC
AUM
$691.8M
Employees
3
KEENAN CAPITAL, LLC
CRD #167390 BURLINGAME, CA
SEC Private Funds
AUM
$691.8M
Employees
5
LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS
CRD #110758 SANTA MONICA, CA
SEC
AUM
$691.9M
Employees
8
KEYSTONE WEALTH SERVICES, LLC
CRD #301924 PALM DESERT, CA
SEC
AUM
$692.1M
Employees
11
INFLECTIVE ASSET MANAGEMENT, LLC
CRD #113064 MANHATTAN BEACH, CA
SEC
AUM
$693.9M
Employees
10
BLUME CAPITAL MANAGEMENT, INC.
CRD #111768 BERKELEY, CA
SEC
AUM
$696.1M
Employees
6
IHP CAPITAL PARTNERS
CRD #162620 NEWPORT BEACH, CA
SEC Private Funds
AUM
$697.9M
Employees
31
BERKELEY ANALYTICS LLC
CRD #156060 BERKELEY, CA
SEC
AUM
$700M
Employees
1