RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PLENTY FINANCIAL RIA, LLC
CRD #323767 SAN FRANCISCO, CA
SEC
AUM
$6.2M
Employees
6
401K MASTERS, LLC
CRD #174735 LAFAYETTE, CA
SEC
AUM
$6.3M
Employees
2
NETNET VENTURES LLC
CRD #109448 SAN FRANCISCO, CA
SEC
AUM
$6.5M
Employees
10
MENDES WEALTH MANAGEMENT, LLC
CRD #315950 TEMPLE CITY, CA
SEC
AUM
$6.5M
Employees
1
SAN FRANCISCO SENTRY RELATIVE VALUE ADVISORS LLC
CRD #110100 SAN FRANCISCO, CA
SEC
AUM
$6.5M
Employees
5
UNITY WEALTH PARTNERS LLC
CRD #316222 ORANGE, CA
SEC
AUM
$6.5M
Employees
3
ROUND INVESTMENTS LLC
CRD #285935 LOS ANGELES, CA
SEC
AUM
$6.5M
Employees
3
TCW SPECIAL CREDITS
CRD #106545 LOS ANGELES, CA
SEC
AUM
$6.8M
Employees
5
CALTIER ADVISORS, LLC
CRD #317263 POWAY, CA
SEC
AUM
$6.9M
Employees
3
PACIFIC EDGE INVESTMENT MANAGEMENT, LLC
CRD #136246 MOUNTAIN VIEW, CA
SEC
AUM
$6.9M
Employees
5
BUENA CAPITAL ADVISORS LLC
CRD #328122 SAN FRANCISCO, CA
SEC
AUM
$7.4M
Employees
3
CURRY ASSET MANAGEMENT, LLC
CRD #128671 SANTA MONICA, CA
SEC
AUM
$7.4M
Employees
5
SOUNDBRIDGE CAPITAL MANAGEMENT,LLC
CRD #124861 SAN FRANCISCO, CA
SEC
AUM
$7.5M
Employees
1
CARBON BEACH ASSET MANAGEMENT, LLC
CRD #281228 SANTA MONICA, CA
SEC
AUM
$7.5M
Employees
2
STRAVA FINANCIAL, LLC
CRD #304263 WESTLAKE VILLAGE, CA
SEC
AUM
$7.6M
Employees
1
WELLINGTON CAPITAL ADVISORS, LLC
CRD #282696 SAN FRANCISCO, CA
SEC
AUM
$7.7M
Employees
1
SELECT HEALTHCARE CAPITAL, LLC
CRD #137654 SAN FRANCISCO, CA
SEC
AUM
$7.8M
Employees
5
MARI LEGACY GROUP, LLC
CRD #325087 CALABASAS, CA
SEC
AUM
$7.9M
Employees
1
MITCHELL, PORTER & WILLIAMS, INC.
CRD #133490 LOS ANGELES, CA
SEC
AUM
$8M
Employees
5
CRANE INVESTMENTS INC
CRD #172755 NEWPORT BEACH, CA
SEC
AUM
$8M
Employees
2
RJL FINANCIAL NETWORK, L.L.C.
CRD #128074 SAN DIEGO, CA
SEC
AUM
$8.1M
Employees
--
WOODLAND LEISHMAN & ASSOCIATES
CRD #109271 ORCUTT, CA
SEC
AUM
$8.6M
Employees
2
AVENTINE INVESTMENT SERVICES, INC.
CRD #144957 IRVINE, CA
SEC
AUM
$8.8M
Employees
5
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
CRD #159702 SAN JOSE, CA
SEC
AUM
$8.9M
Employees
--
JOURNEY EQUITY WEALTH MANAGEMENT LLC
CRD #335931 DOWNEY, CA
SEC
AUM
$9.2M
Employees
2