RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
OAKWOOD CAPITAL MANAGEMENT LLC
CRD #108080 LOS ANGELES, CA
SEC
AUM
$922M
Employees
16
VAN WAGONER CAPITAL MANAGEMENT INC
CRD #107205 SAN FRANICISCO, CA
SEC
AUM
$922.7M
Employees
--
NAVIGATION GROUP LLC
CRD #130982 REDWOOD SHORES, CA
SEC
AUM
$927.5M
Employees
6
PARTNERS FOR GROWTH MANAGERS, LLC
CRD #163495 TIBURON, CA
SEC Private Funds
AUM
$928M
Employees
21
BELMONT CAPITAL, LLC
CRD #154078 LOS ANGELES, CA
SEC
AUM
$931.4M
Employees
4
INSIGHT WEALTH STRATEGIES, LLC
CRD #293644 SAN RAMON, CA
SEC
AUM
$932M
Employees
12
CA FAMILY WEALTH LLC
CRD #285229 BEVERLY HILLS, CA
SEC
AUM
$933M
Employees
5
REDWOODS GLOBAL ASSET MANAGEMENT, LLC
CRD #134719 SAN FRANCISCO, CA
SEC
AUM
$935.6M
Employees
5
IGNITE PLANNERS LLC
CRD #289797 SAN CLEMENTE, CA
SEC Private Funds
AUM
$941.8M
Employees
36
GKM NEWPORT GENERATION ADVISORS, LLC
CRD #133573 LOS ANGELES, CA
SEC
AUM
$942M
Employees
5
MANCHESTER FINANCIAL INC
CRD #106071 WESTLAKE VILLAGE, CA
SEC
AUM
$946.8M
Employees
20
OCCIDENTAL ASSET MANAGEMENT, LLC
CRD #168650 BURLINGAME, CA
SEC
AUM
$953.4M
Employees
12
CLG LLC
CRD #282605 LONG BEACH, CA
SEC
AUM
$953.8M
Employees
22
FINANCIAL ADVISORS NETWORK, INC.
CRD #152083 TUSTIN, CA
SEC
AUM
$954M
Employees
13
TRAN CAPITAL MANAGEMENT, L.P.
CRD #107049 SAN RAFAEL, CA
SEC
AUM
$958.7M
Employees
7
THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD #104557 SAN RAMON, CA
SEC
AUM
$960.6M
Employees
4
CHEVIOT VALUE MANAGEMENT, LLC
CRD #166291 BEVERLY HILLS, CA
SEC
AUM
$963.3M
Employees
8
BISON CAPITAL ASSET MANAGEMENT, LLC
CRD #160562 SANTA MONICA, CA
SEC Private Funds
AUM
$963.7M
Employees
11
CYPRESS WEALTH SERVICES, LLC
CRD #288992 PALM DESERT, CA
SEC
AUM
$965.5M
Employees
14
TARBOX FAMILY OFFICE, INC.
CRD #106079 NEWPORT BEACH, CA
SEC
AUM
$967.2M
Employees
8
TDA, INC.
CRD #112016 SAN MATEO, CA
SEC Private Funds
AUM
$969.3M
Employees
22
ARMORED WOLF, LLC
CRD #150220 IRVINE, CA
SEC Private Funds
AUM
$970.9M
Employees
21
THE PATTERSON CAPITAL CORPORATION
CRD #105507 LOS ANGELES, CA
SEC
AUM
$978.4M
Employees
5
GREENLAKE ASSET MANAGEMENT LLC
CRD #221528 SOUTH PASADENA, CA
SEC Private Funds
AUM
$980.4M
Employees
19
OPTIMAL ASSET MANAGEMENT, INC.
CRD #165661 SAN JOSE, CA
SEC
AUM
$981.3M
Employees
5