RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GLOBAL CROWN CAPITAL, LLC
CRD #16761 SAN FRANCISCO, CA
SEC
AUM
$11M
Employees
5
GROH ASSET MANAGEMENT INC
CRD #112846 SAN FRANCISCO, CA
SEC
AUM
$11M
Employees
5
S BROWN AND ASSOCIATES, LLC
CRD #158625 SAN FRANCISCO, CA
SEC
AUM
$11M
Employees
1
PRESIDIO CAPITAL INVESTMENTS, LLC
CRD #141200 SAN MATEO, CA
SEC
AUM
$11M
Employees
2
BAOCHUAN CAPITAL MANAGEMENT, LLC
CRD #156094 WALNUT CREEK, CA
SEC Private Funds
AUM
$11M
Employees
1
CAPITAL MANAGEMENT INVESTMENT GROUP
CRD #111661 SAN JOSE, CA
SEC
AUM
$11M
Employees
5
LEVENSOHN VENTURE PARTNERS LLC
CRD #162147 SAN FRANCISCO, CA
SEC Private Funds
AUM
$11.1M
Employees
2
GENESIS ASSET MANAGEMENT LLC
CRD #107895 SAN FRANCISCO, CA
SEC
AUM
$11.2M
Employees
5
AVONDALE INVESTMENT COMPANY, LLC
CRD #157705 SANTA MONICA, CA
SEC
AUM
$11.3M
Employees
2
LIGHTCAP FINANCIAL GROUP, LLC
CRD #334873 SAN DIEGO, CA
SEC
AUM
$11.3M
Employees
1
BLOOM INVESTMENT ADVISORS, LLC
CRD #317405 SAN FRANCISCO, CA
SEC
AUM
$11.6M
Employees
6
ELEVATED PRINCIPLES INC.
CRD #289171 SAN FRANCISCO, CA
SEC
AUM
$11.6M
Employees
14
SHANLEY & ASSOCIATES, INC.
CRD #133321 SAN LUIS OBISPO, CA
SEC
AUM
$11.7M
Employees
5
INFINITY 8 INVESTMENTS, LLC
CRD #152180 SUNNYVALE, CA
SEC
AUM
$11.9M
Employees
5
NY&A, LLC
CRD #158631 LAGUNA BEACH, CA
SEC
AUM
$12M
Employees
1
SVAR/MM, LLC
CRD #123806 SANTA MONICA, CA
SEC
AUM
$12M
Employees
5
PALMYRA CAPITAL ADVISORS, LLC
CRD #117651 LOS ANGELES, CA
SEC
AUM
$12.1M
Employees
5
SELECT WEALTH ADVISORS, INC.
CRD #134447 MODESTO, CA
SEC
AUM
$12.2M
Employees
1
TRIPACIFIC CAPITAL ADVISORS, LLC
CRD #142121 IRVINE, CA
SEC
AUM
$12.3M
Employees
10
PMREALTY ADVISORS, INC.
CRD #105175 NEWPORT BEACH, CA
SEC
AUM
$12.4M
Employees
51
POLYNOUS CAPITAL MANAGEMENT INC
CRD #112865 SAN FRANCISCO, CA
SEC
AUM
$12.5M
Employees
5
KEYSTONE CAPITAL CORPORATION
CRD #10722 SAN DIEGO, CA
SEC
AUM
$12.5M
Employees
15
PACIFIC MANAGEMENT LTD
CRD #106624 SAN FRANCISCO, CA
SEC Private Funds
AUM
$12.6M
Employees
1
LIFETIME PLANNING, INC.
CRD #111784 CAMARILLO, CA
SEC
AUM
$12.8M
Employees
10
RUBEY & RUST CAPITAL MANAGEMENT
CRD #109652 WALNUT CREEK, CA
SEC
AUM
$13M
Employees
5