RIA Intelligence

Investment Advisers in California

5,433 registered firms

CALLAN CAPITAL, LLC
CRD #142527 LA JOLLA, CA
SEC
AUM
$2.3B
Employees
21
IFC ADVISORS LLC
CRD #332157 LOS ANGELES, CA
SEC Private Funds
AUM
$2.3B
Employees
18
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
CRD #108100 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.4B
Employees
20
BARCLAYS ASSET MANAGEMENT GROUP LLC
CRD #156230 SANTA MONICA, CA
SEC Private Funds Disclosures
AUM
$2.4B
Employees
11
MONEY MANAGEMENT GROUP, INC.
CRD #108665 WALNUT CREEK, CA
SEC
AUM
$2.4B
Employees
--
LAUREL WEALTH ADVISORS, INC.
CRD #157139 SOLANA BEACH, CA
SEC
AUM
$2.4B
Employees
40
BRISTOL GROUP INC
CRD #105087 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$2.4B
Employees
14
VECTOR CAPITAL CORPORATION
CRD #156682 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.4B
Employees
34
JUNIPER HILL CAPITAL MANAGEMENT LP
CRD #300769 MENLO PARK, CA
SEC Private Funds
AUM
$2.4B
Employees
14
HEARTHSTONE INC., A CALIFORNIA CORPORATION
CRD #112226 CALABASAS, CA
SEC Private Funds
AUM
$2.4B
Employees
24
GRANITE INVESTMENT PARTNERS, LLC
CRD #150632 EL SEGUNDO, CA
SEC Private Funds
AUM
$2.4B
Employees
22
SENTRY ADVISORS, LLC
CRD #174042 SAN FRANCISCO, CA
SEC
AUM
$2.5B
Employees
4
QUIET CAPITAL MANAGEMENT, LLC
CRD #287484 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.5B
Employees
32
GOBI CAPITAL LLC
CRD #151427 BEVERLY HILLS, CA
SEC Private Funds
AUM
$2.5B
Employees
4
KINGSWOOD WEALTH ADVISORS, LLC
CRD #288792 SAN DIEGO, CA
SEC
AUM
$2.5B
Employees
80
CIM CAPITAL, LLC
CRD #277038 LOS ANGELES, CA
SEC Private Funds
AUM
$2.5B
Employees
148
BURNHAM GIBSON WEALTH ADVISORS, INC.
CRD #282035 IRVINE, CA
SEC
AUM
$2.5B
Employees
14
SMASH VENTURES MANAGEMENT COMPANY LP
CRD #299799 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$2.5B
Employees
19
STRATEGIC GLOBAL ADVISORS, LLC
CRD #286019 NEWPORT BEACH, CA
SEC
AUM
$2.5B
Employees
17
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
CRD #110506 SARATOGA, CA
SEC
AUM
$2.5B
Employees
22
NC III, L.L.C.
CRD #144185 DANVILLE, CA
SEC Private Funds
AUM
$2.5B
Employees
30
ROW ASSET MANAGEMENT, LLC
CRD #168336 NEWPORT BEACH, CA
SEC Private Funds
AUM
$2.5B
Employees
19
PARK WEST ASSET MANAGEMENT LLC
CRD #157660 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.5B
Employees
19
STRATEGIC GLOBAL ADVISORS, LLC
CRD #139309 NEWPORT BEACH, CA
SEC
AUM
$2.5B
Employees
13
BREAKTHROUGH SERVICES, L.L.C.
CRD #309668 LOS ANGELES, CA
SEC Private Funds
AUM
$2.6B
Employees
86