RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PRIVATE CLIENT ADVISORS, LLC
CRD #158777 SAN JOSE, CA
SEC Disclosures
AUM
$0
Employees
6
CONCERT ADVISOR SOLUTIONS, INC
CRD #159993 SAN JOSE, CA
SEC
AUM
$0
Employees
--
SHALOM GLOBAL CAPITAL GROUP LLC
CRD #309315 SAN JOSE, CA
SEC
AUM
$0
Employees
1
WEALTHPRIME
CRD #332048 SAN JOSE, CA
SEC
AUM
$0
Employees
3
ENDOWE ADVISORY LLC
CRD #338697 SAN JOSE, CA
SEC
AUM
$0
Employees
1
PRESCOTT MANAGEMENT, INC.
CRD #331654 SAN JUAN CAPISTRANO, CA
SEC
AUM
$0
Employees
2
MILLER FINANCIAL SERVICES, INC.
CRD #339220 SAN JUAN CAPISTRANO, CA
SEC
AUM
$0
Employees
1
WELLSOURCE CAPITAL PARTNERS, LLC
CRD #167371 SAN LUIS OBISPO, CA
SEC
AUM
$0
Employees
3
COMPASS FINANCIAL PLANNING, LLC
CRD #283585 SAN LUIS OBISPO, CA
SEC
AUM
$0
Employees
1
DRAGON FINANCIAL AND INVESTMENT GROUP, LLC
CRD #282113 SAN MATEO, CA
SEC
AUM
$0
Employees
7
DESCARTES CAPITAL, LLC
CRD #128364 SAN RAFAEL, CA
SEC
AUM
$0
Employees
5
ROULAC GLOBAL FUNDS LLC
CRD #135806 SAN RAFAEL, CA
SEC
AUM
$0
Employees
--
EPIPHANY INVESTORS, INC.
CRD #144163 SAN RAFAEL, CA
SEC
AUM
$0
Employees
5
VALENTINE & ASSOCIATES, INC.
CRD #108714 SAN RAMON, CA
SEC
AUM
$0
Employees
5
HORIZON WEALTH GROUP, LLC.
CRD #144712 SAN RAMON, CA
SEC
AUM
$0
Employees
5
ALTURUS PARTNERS, LLC
CRD #149588 SAN RAMON, CA
SEC
AUM
$0
Employees
5
ARCAS CAPITAL MANAGEMENT, LLC
CRD #154345 SAN RAMON, CA
SEC
AUM
$0
Employees
5
PACIFIC FAMILY OFFICES, LLC
CRD #174828 SANTA BARBARA, CA
SEC
AUM
$0
Employees
1
STILLWATER CAPITAL, LLC
CRD #287931 SANTA BARBARA, CA
SEC
AUM
$0
Employees
1
DURAN CAPITAL MANAGEMENT, LLC
CRD #321779 SANTA BARBARA, CA
SEC
AUM
$0
Employees
1
NN INVESTMENT ADVISORY, LLC
CRD #332240 SANTA BARBARA, CA
SEC
AUM
$0
Employees
1
EXCELCIA ADVISORY SERVICES, LTD
CRD #137808 SANTA CLARA, CA
SEC
AUM
$0
Employees
5
PACIFIC FORTUNE MANAGEMENT INC
CRD #287576 SANTA CLARA, CA
SEC
AUM
$0
Employees
2
FIGTREE FINANCIAL ADVISORS, LLC
CRD #301517 SANTA CLARA, CA
SEC
AUM
$0
Employees
2
NEXUS WEALTH ADVISORS, LLC
CRD #307230 SANTA CRUZ, CA
SEC
AUM
$0
Employees
1