RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MOMENT PARTNERS, LLC
CRD #332691 SAN FRANCISCO, CA
SEC
AUM
$1.1B
Employees
7
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD #139237 SAN JOSE, CA
SEC
AUM
$1.1B
Employees
15
CIM CAPITAL IC MANAGEMENT, LLC
CRD #301416 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
148
LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD #155215 PALO ALTO, CA
SEC Private Funds
AUM
$1.1B
Employees
14
JEFFERIES CAPITAL MANAGEMENT, INC.
CRD #128211 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
10
SILICON VALLEY RETIREMENT SERVICES, LLC
CRD #154756 SAN JOSE, CA
SEC
AUM
$1.1B
Employees
2
WACKER WEALTH PARTNERS, LLC
CRD #145931 SAN LUIS OBISPO, CA
SEC Private Funds
AUM
$1.1B
Employees
22
COMPOSITION CAPITAL LP
CRD #332182 LOS ANGELES, CA
SEC Private Funds
AUM
$1.1B
Employees
9
FERMATA ADVISORS, LLC
CRD #305614 SONOMA, CA
SEC
AUM
$1.1B
Employees
24
NASSAU CORAMERICA LLC
CRD #172588 EL SEGUNDO, CA
SEC
AUM
$1.1B
Employees
14
MONEY MANAGEMENT GROUP LP
CRD #142861 WALNUT CREEK, CA
SEC
AUM
$1.1B
Employees
--
BTR CAPITAL MANAGEMENT INC
CRD #105195 OAKLAND, CA
SEC
AUM
$1.2B
Employees
14
PRUDENT INVESTOR ADVISORS, LLC
CRD #121922 FOLSOM, CA
SEC
AUM
$1.2B
Employees
4
FOOTHILL SECURITIES, INC.
CRD #1027 SANTA CLARA, CA
SEC Disclosures
AUM
$1.2B
Employees
268
FALCON WEALTH PLANNING, INC.
CRD #174092 ONTARIO, CA
SEC
AUM
$1.2B
Employees
41
CASCADE FINANCIAL PARTNERS, LLC
CRD #326620 SAN DIEGO, CA
SEC
AUM
$1.2B
Employees
8
GMN CAPITAL L.P.
CRD #141207 SAN FRANCISCO, CA
SEC
AUM
$1.2B
Employees
--
ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLC
CRD #157622 SANTA MONICA, CA
SEC Private Funds
AUM
$1.2B
Employees
15
MONOGRAM CAPITAL MANAGEMENT, L.P.
CRD #290197 BEVERLY HILLS, CA
SEC Private Funds
AUM
$1.2B
Employees
12
VANTIS CAPITAL MANAGEMENT LLC
CRD #114738 PASADENA, CA
SEC
AUM
$1.2B
Employees
--
CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
CRD #132295 ANAHEIM, CA
SEC
AUM
$1.2B
Employees
34
PINEGROVE OPPORTUNITY PARTNERS LLC
CRD #328970 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$1.2B
Employees
8
KWB WEALTH
CRD #300921 REDLANDS, CA
SEC
AUM
$1.2B
Employees
12
CASTLE CREEK ADVISORS IV LLC
CRD #158079 SAN DIEGO, CA
SEC Private Funds
AUM
$1.2B
Employees
12
BAY ISLE FINANCIAL LLC
CRD #119026 OAKLAND, CA
SEC
AUM
$1.2B
Employees
--