RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MIDANEK/PAK ADVISORS, LLC
CRD #122090 WALNUT CREEK, CA
SEC
AUM
$3M
Employees
5
POLARIS EQUITY MANAGEMENT, INC.
CRD #127751 SAN RAFAEL, CA
SEC
AUM
$3.2M
Employees
7
GARRISON POINT FUNDS, LLC
CRD #166431 WALNUT CREEK, CA
SEC Private Funds
AUM
$3.3M
Employees
9
LEHRER MANAGEMENT CO INC
CRD #107995 NEWPORT BEACH, CA
SEC
AUM
$3.4M
Employees
4
MESCHURES CAMPEAS THOMPSON SNYDER POCRAS & LEVIN LLP
CRD #111287 BEVERLY HILLS, CA
SEC
AUM
$3.5M
Employees
11
YAGER ROBERT ALAN
CRD #110805 SAN JOSE, CA
SEC
AUM
$3.5M
Employees
1
BERGER FUND ADVISORS, LLC
CRD #118435 BEVERLY HILLS, CA
SEC
AUM
$3.6M
Employees
5
BERILIUM TECHNOLOGIES, INC.
CRD #327058 SANTA ANA, CA
SEC
AUM
$3.6M
Employees
2
GERALD KLEIN & ASSOCIATES, INC.
CRD #112491 DANA POINT, CA
SEC
AUM
$3.6M
Employees
5
NOTMAN JOHN SHAW
CRD #108959 STOCKTON, CA
SEC
AUM
$3.7M
Employees
1
NEXUS WEALTH ADVISORS, LLC
CRD #168775 SANTA CRUZ, CA
SEC
AUM
$3.7M
Employees
1
SYCUAN CAPITAL MANAGEMENT, INC.
CRD #128435 EL CAJON, CA
SEC
AUM
$3.7M
Employees
5
BRICK ASSET MANAGEMENT INC.
CRD #140792 SAN FRANCISCO, CA
SEC
AUM
$3.8M
Employees
3
CRAWSHAW CAPITAL MANAGEMENT, LLC
CRD #125674 LONG BEACH, CA
SEC
AUM
$3.8M
Employees
5
MONTCALM CAPITAL MANAGEMENT LLC
CRD #299692 SAN FRANCISCO, CA
SEC Private Funds
AUM
$3.9M
Employees
1
STREETBEAT LLC
CRD #315893 PALO ALTO, CA
SEC
AUM
$3.9M
Employees
3
COLLINS INC
CRD #105385 NEWPORT BEACH, CA
SEC
AUM
$3.9M
Employees
5
MILLER, MICHAEL JON
CRD #132444 SAN DIEGO, CA
SEC
AUM
$4M
Employees
5
BAKER STREET PRIVATE WEALTH, LLC
CRD #142073 SAN FRANCISCO, CA
SEC
AUM
$4M
Employees
5
GROVE ADVISORS LLC
CRD #281084 SAN FRANCISCO, CA
SEC
AUM
$4M
Employees
17
CARMEL CAPITAL ADVISORS, LLC
CRD #119691 LA JOLLA, CA
SEC
AUM
$4.1M
Employees
5
MATHEMATICA CAPITAL MANAGEMENT, LLC
CRD #120651 SAUSALITO, CA
SEC
AUM
$4.2M
Employees
5
SAGEWATER WEALTH MANAGEMENT LLC
CRD #332662 BEVERLY HILLS, CA
SEC
AUM
$4.2M
Employees
2
VISHNU CAPITAL MANAGEMENT, LLC
CRD #129892 SANTA BARBARA, CA
SEC
AUM
$4.3M
Employees
5
GET MOVING INC
CRD #329172 SAN FRANCISCO, CA
SEC
AUM
$4.4M
Employees
3