RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CNI NRE ADVISORS, LLC
CRD #291968 LOS ANGELES, CA
SEC
AUM
$1.9B
Employees
494
THOMAS WEISEL PARTNERS LLC
CRD #46237 SAN FRANCISCO, CA
SEC
AUM
$1.9B
Employees
11
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD #109240 SEBASTOPOL, CA
SEC
AUM
$1.9B
Employees
21
APEX CAPITAL, LLC
CRD #134996 ORINDA, CA
SEC Private Funds
AUM
$1.9B
Employees
22
THE INVESTMENT HOUSE LLC
CRD #163493 REDONDO BEACH, CA
SEC Private Funds
AUM
$2B
Employees
11
CAVALRY MANAGEMENT GROUP, LLC
CRD #132976 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2B
Employees
11
WHITMAN/PETERSON, LLC
CRD #296087 WESTLAKE VILLAGE, CA
SEC Private Funds
AUM
$2B
Employees
28
PRIVATE WEALTH PARTNERS, LLC
CRD #133802 MILL VALLEY, CA
SEC
AUM
$2B
Employees
9
ARC70 ADVISERS LP
CRD #288087 BURLINGAME, CA
SEC Private Funds
AUM
$2B
Employees
29
SUNSTONE PARTNERS MANAGEMENT, LLC
CRD #305064 SAN MATEO, CA
SEC Private Funds
AUM
$2B
Employees
37
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD #108102 GREENBRAE, CA
SEC
AUM
$2B
Employees
16
MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
CRD #110152 SAN RAMON, CA
SEC
AUM
$2B
Employees
11
FORT POINT CAPITAL PARTNERS LLC
CRD #146759 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2B
Employees
28
RESMARK EQUITY PARTNERS, LLC
CRD #116882 LOS ANGELES, CA
SEC Private Funds
AUM
$2B
Employees
47
GEMMER ASSET MANAGEMENT LLC
CRD #109034 WALNUT CREEK, CA
SEC
AUM
$2B
Employees
15
LANE42 INVESTMENT PARTNERS, LLC
CRD #335548 SANTA MONICA, CA
SEC Private Funds
AUM
$2B
Employees
20
MADISON AVENUE SECURITIES, LLC
CRD #23224 SAN DIEGO, CA
SEC Disclosures
AUM
$2B
Employees
93
TENSILE CAPITAL MANAGEMENT LP
CRD #164161 LARKSPUR, CA
SEC Private Funds
AUM
$2B
Employees
11
POINT OLEMA CAPITAL PARTNERS, L.P.
CRD #304303 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2B
Employees
10
WEALTH ARCHITECTS, LLC
CRD #135373 MOUNTAIN VIEW, CA
SEC
AUM
$2B
Employees
23
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC
CRD #170811 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$2B
Employees
15
PFM HEALTH SCIENCES, LP
CRD #146747 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2B
Employees
18
WESTECH INVESTMENT ADVISORS LLC
CRD #110429 PORTOLA VALLEY, CA
SEC Private Funds
AUM
$2.1B
Employees
33
SANTA BARBARA ASSET MANAGEMENT, INC.
CRD #106320 SANTA BARBARA, CA
SEC
AUM
$2.1B
Employees
--
JOEL R. MOGY INVESTMENT COUNSEL INC.
CRD #111622 BEVERLY HILLS, CA
SEC
AUM
$2.1B
Employees
9