RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
URBAN INVESTMENT ADVISORS, INC.,
CRD #222524 LARKSPUR, CA
SEC
AUM
$2.6B
Employees
3
COOPER FINANCIAL GROUP
CRD #111458 IRVINE, CA
SEC
AUM
$2.6B
Employees
52
BERKELEY PARTNERS MANAGEMENT, LLC
CRD #284163 OAKLAND, CA
SEC
AUM
$2.6B
Employees
59
MONOGRAPH WEALTH ADVISORS, LLC
CRD #173949 MANHATTAN BEACH, CA
SEC
AUM
$2.6B
Employees
16
SMITHWOOD ADVISERS, L.P.
CRD #158221 LOS ANGELES, CA
Private Funds
AUM
$2.6B
Employees
17
SERENITY CAPITAL LLC
CRD #286253 PALO ALTO, CA
SEC Private Funds
AUM
$2.6B
Employees
12
TCG CAPITAL MANAGEMENT, LP
CRD #298007 PLAYA VISTA, CA
SEC Private Funds
AUM
$2.6B
Employees
40
ASSET DEDICATION, LLC
CRD #151988 SAN FRANCISCO, CA
SEC
AUM
$2.6B
Employees
7
ATHERTON LANE ADVISERS, LLC
CRD #134090 MENLO PARK, CA
SEC
AUM
$2.6B
Employees
34
RRG CAPITAL MANAGEMENT LLC
CRD #291853 LOS ANGELES, CA
SEC Private Funds
AUM
$2.6B
Employees
56
OHANA ADVISORS MANAGEMENT, LLC
CRD #158515 SAN RAFAEL, CA
SEC Private Funds
AUM
$2.6B
Employees
12
ALLEGIANCE CAPITAL INC
CRD #104755 HUNTINGTON BEACH, CA
SEC
AUM
$2.6B
Employees
--
COASTLAND CAPITAL LLC
CRD #152884 SOUTH SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.6B
Employees
21
TRILOGY CAPITAL, INC.
CRD #281597 IRVINE, CA
SEC
AUM
$2.6B
Employees
72
COUNTERPOINT MUTUAL FUNDS, LLC
CRD #172379 SAN DIEGO, CA
SEC
AUM
$2.6B
Employees
9
HOLLENCREST CAPITAL MANAGEMENT, LLC
CRD #46217 NEWPORT BEACH, CA
SEC Private Funds
AUM
$2.7B
Employees
19
IVORY INVESTMENT MANAGEMENT, LLC
CRD #137370 LOS ANGELES, CA
SEC Private Funds
AUM
$2.7B
Employees
31
HUMAN CAPITAL INVESTMENT MANAGEMENT LLC
CRD #296844 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.7B
Employees
54
LITMAN GREGORY WEALTH MANAGEMENT, LLC
CRD #107611 LARKSPUR, CA
SEC
AUM
$2.7B
Employees
28
CAMBRIA INVESTMENT MANAGEMENT, L.P.
CRD #141600 MANHATTAN BEACH, CA
SEC
AUM
$2.7B
Employees
13
FLEXPATH STRATEGIES LLC
CRD #174306 ALISO VIEJO, CA
SEC
AUM
$2.7B
Employees
5
VALIANT CAPITAL MANAGEMENT, L.P.
CRD #158071 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.7B
Employees
25
VERNAL POINT ADVISORS, LLC
CRD #166587 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.7B
Employees
20
BLOCKCHAIN CAPITAL, LLC
CRD #283610 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.8B
Employees
25
WESTRIDGE CAPITAL MANAGEMENT INC
CRD #105144 SANTA BARBARA, CA
SEC
AUM
$2.8B
Employees
5