RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CATALINA CAPITAL GROUP, LLC
CRD #172556 TORRANCE, CA
SEC Disclosures
AUM
$766.9M
Employees
3
LEGACY PARTNERS, LLC
CRD #159473 LOS ANGELES, CA
SEC Private Funds
AUM
$767.4M
Employees
4
CCG WEALTH MANAGEMENT, LLC
CRD #296985 SAN DIEGO, CA
SEC
AUM
$769.1M
Employees
47
PALO ALTO WEALTH ADVISORS, LLC
CRD #285326 PALO ALTO, CA
SEC
AUM
$770.4M
Employees
6
FINDEC WEALTH SERVICES, INC.
CRD #311949 STOCKTON, CA
SEC
AUM
$770.6M
Employees
4
DELTA INVESTMENT MANAGEMENT, LLC
CRD #149596 SAN FRANCISCO, CA
SEC
AUM
$770.8M
Employees
25
TCW PT MANAGEMENT COMPANY LLC
CRD #333068 LOS ANGELES, CA
SEC Private Funds
AUM
$770.9M
Employees
353
ALTERI WEALTH LLC
CRD #331100 WESTLAKE VILLAGE, CA
SEC
AUM
$771.3M
Employees
7
NEXA EQUITY LLC
CRD #317201 SAN FRANCISCO, CA
SEC Private Funds
AUM
$773.2M
Employees
9
WESTSIDE INVESTMENT MANAGEMENT, LLC
CRD #154522 SANTA MONICA, CA
SEC
AUM
$774.2M
Employees
17
LEISURE CAPITAL MANAGEMENT, INC.
CRD #120374 COSTA MESA, CA
SEC
AUM
$778.7M
Employees
10
PARK PRESIDIO CAPITAL LLC
CRD #168954 SAN FRANCISCO, CA
SEC Private Funds
AUM
$781M
Employees
8
REMY INVESTORS & CONSULTANTS INCORPORATED
CRD #135275 LOS ANGELES, CA
SEC Private Funds
AUM
$781.5M
Employees
6
BEVERLY HILLS PRIVATE WEALTH, LLC
CRD #321132 BEVERLY HILLS, CA
SEC Private Funds
AUM
$782.5M
Employees
10
MRAZ, AMERINE & ASSOCIATES, INC.
CRD #158338 MODESTO, CA
SEC
AUM
$784.9M
Employees
7
CONSILIUM WEALTH MANAGEMENT, LLC
CRD #155343 DANVILLE, CA
SEC
AUM
$786.9M
Employees
9
SAGE RHINO CAPITAL LLC
CRD #290148 MENLO PARK, CA
SEC
AUM
$787M
Employees
9
EPOCH CONSULTING GROUP
CRD #132757 SANTA ROSA, CA
SEC
AUM
$790M
Employees
2
PHOCAS FINANCIAL CORPORATION
CRD #135470 ALAMEDA, CA
SEC
AUM
$793.4M
Employees
8
JLF ASSET MANAGEMENT, L.L.C.
CRD #136929 DEL MAR, CA
SEC
AUM
$795M
Employees
10
BOFCAL ASSET MANAGEMENT INC.
CRD #166828 MENLO PARK, CA
SEC
AUM
$797.6M
Employees
5
STANFORD INVESTMENT GROUP, INC.
CRD #10331 MOUNTAIN VIEW, CA
SEC
AUM
$801.2M
Employees
16
CRCM L.P.
CRD #160976 SAN FRANCISCO, CA
SEC Private Funds
AUM
$802.3M
Employees
13
FREMONT REALTY CAPITAL, L.P.
CRD #157487 SAN FRANCISCO, CA
SEC Private Funds
AUM
$803.7M
Employees
6
FACTORIAL FUNDS MANAGEMENT LLC
CRD #319107 NEWPORT BEACH, CA
SEC Private Funds
AUM
$803.7M
Employees
6