RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
DISTRIBUTION COGNIZANT, LLC
CRD #322048 PALO ALTO, CA
SEC
AUM
$4.6M
Employees
3
ANVIL CAPITAL ADVISORS, LLC
CRD #162617 SAN MATEO, CA
SEC
AUM
$4.6M
Employees
--
TGG MANAGEMENT COMPANY INC.
CRD #145451 CARDIFF BY THE SEA, CA
SEC
AUM
$4.7M
Employees
--
ELECTRANET CAPITAL, LP
CRD #146665 SAN FRANCISCO, CA
SEC
AUM
$4.7M
Employees
5
PIVOT POINT CAPITAL PARTNERS, LLC
CRD #154779 SAN FRANCISCO, CA
SEC Private Funds
AUM
$4.9M
Employees
3
ELLIOTT CHARLES COX, II
CRD #148424 BURLINGAME, CA
SEC
AUM
$5M
Employees
5
QUALITAS WEALTH COUNSEL
CRD #147970 IRVINE, CA
SEC
AUM
$5M
Employees
5
VASQUEZ & CO., INC.
CRD #147066 SAN FRANCISCO, CA
SEC
AUM
$5M
Employees
1
LAHDE CAPITAL MANAGEMENT, LLC
CRD #141358 SANTA MONICA, CA
SEC
AUM
$5M
Employees
5
AIES ADVISORS LLC
CRD #135177 SOUTH SAN FRANCISCO, CA
SEC
AUM
$5M
Employees
5
CUSTOM FUND MANAGEMENT, LLC
CRD #105932 SAN FRANCISCO, CA
SEC
AUM
$5.1M
Employees
5
STRATEGIC ASSET MANAGEMENT GROUP, LLC
CRD #131530 SAN DIEGO, CA
SEC
AUM
$5.1M
Employees
1
LA CUMBRE PEAK ADVISORS, LLC
CRD #312650 SANTA BARBARA, CA
SEC
AUM
$5.2M
Employees
2
PRESERVATION TRUST ADVISORS, LLC
CRD #155322 SAN FRANCISCO, CA
SEC
AUM
$5.3M
Employees
1
POLARIS EQUITY MANAGEMENT, INC.
CRD #298193 SAN RAFAEL, CA
SEC Private Funds
AUM
$5.3M
Employees
1
DEL REY GLOBAL INVESTORS, LLC
CRD #152872 LOS ANGELES, CA
SEC
AUM
$5.3M
Employees
5
VIRGO INVESTMENT SOCIETAS LLC
CRD #157300 BURLINGAME, CA
SEC
AUM
$5.5M
Employees
17
HIGHLAND CAPITAL GROUP INC.
CRD #139923 LOS ANGELES, CA
SEC
AUM
$5.5M
Employees
5
GT INVESTMENT MANAGEMENT, LLC
CRD #325619 LOS ANGELES, CA
SEC
AUM
$5.5M
Employees
1
WHITESPACE FINANCIAL, LLC
CRD #149069 LA HONDA, CA
SEC
AUM
$5.9M
Employees
5
ALFRED CAPITAL MANAGEMENT, LLC
CRD #145188 LA JOLLA, CA
SEC
AUM
$5.9M
Employees
5
KAY FRANCES BYRUM
CRD #112484 FULLERTON, CA
SEC
AUM
$6M
Employees
5
ENVISION ASSET MANAGEMENT, INC.
CRD #144756 IRVINE, CA
SEC
AUM
$6M
Employees
5
STILLWATER CAPITAL MANAGEMENT, LLC
CRD #313075 CARMEL-BY-THE-SEA, CA
SEC
AUM
$6.2M
Employees
1
HARBORVIEW CAPITAL MANAGEMENT, LLC
CRD #130935 PASADENA, CA
Private Funds
AUM
$6.2M
Employees
1