RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ARGOS GLOBAL ADVISORS, LLC
CRD #287672 SANTA BARBARA, CA
SEC Private Funds
AUM
$13M
Employees
3
HABADAH, FRANCIS DELLA
CRD #154560 SANTA MONICA, CA
SEC
AUM
$13M
Employees
5
QUINTES FINANCIAL SERVICES, LLC
CRD #284960 WATSONVILLE, CA
SEC
AUM
$13M
Employees
3
LUMEN ADVISORS, LLC
CRD #120200 SAN FRANSCISCO, CA
SEC
AUM
$13.1M
Employees
5
MWM 1835, LLC
CRD #169912 LA JOLLA, CA
SEC
AUM
$13.1M
Employees
9
ARTIS CAPITAL MANAGEMENT, L.P.
CRD #130612 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$13.2M
Employees
6
ATLAS WEALTH MANAGEMENT GROUP, LLC
CRD #173161 LAGUNA HILLS, CA
SEC Private Funds
AUM
$13.2M
Employees
2
FUNDAMENTAL INVESTMENT ADVISORS, LLC
CRD #148133 SAN FRANCISCO, CA
SEC
AUM
$13.2M
Employees
5
WEALTHETIC LLC
CRD #334809 SAN DIEGO, CA
SEC
AUM
$13.2M
Employees
1
PEAK WEALTH ADVISORS, INC.
CRD #149922 SAN LUIS OBISPO, CA
SEC
AUM
$13.3M
Employees
5
DE SANTIS MANAGEMENT INTERNATIONAL
CRD #110602 NOVATO, CA
SEC
AUM
$13.5M
Employees
5
VALUEVEST MANAGEMENT COMPANY II, LLC
CRD #135365 SAN FRANCISCO, CA
SEC
AUM
$13.5M
Employees
5
AMS CAPITAL MANAGEMENT LLC
CRD #153540 SAN MATEO, CA
SEC
AUM
$13.5M
Employees
5
BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
CRD #317002 FOOTHILL RANCH, CA
SEC
AUM
$13.5M
Employees
1
AEGIS ASSET MANAGEMENT INC
CRD #111413 ANAHEIM, CA
SEC
AUM
$13.7M
Employees
1
WAVEFRONT CAPITAL MANAGEMENT, LP
CRD #168746 SAN FRANCISCO, CA
SEC Private Funds
AUM
$13.8M
Employees
3
RIVONIA ROAD CAPITAL LLC
CRD #296295 LOS ANGELES, CA
SEC Private Funds
AUM
$13.8M
Employees
2
MIS CAPITAL MANAGEMENT, LLC
CRD #149033 VAN NUYS, CA
SEC Private Funds
AUM
$13.9M
Employees
2
S & Y ASSET MANAGEMENT LLC
CRD #129754 SAN FRANCISCO, CA
SEC
AUM
$13.9M
Employees
--
GAN PRIVATE WEALTH MANAGEMENT LLC
CRD #282725 LOS ANGELES, CA
SEC
AUM
$14M
Employees
1
SYMMETRY CAPITAL MANAGEMENT LLC
CRD #121893 SAN FRANCISCO, CA
SEC
AUM
$14M
Employees
5
ECHELON CAPITAL STRATEGIES, LLC
CRD #169484 OAKLAND, CA
Private Funds
AUM
$14.4M
Employees
5
SUNRISE CAPITAL PARTNERS LLC
CRD #162070 CARLSBAD, CA
SEC
AUM
$14.7M
Employees
7
SUTTER CAPITAL MANAGEMENT, LLC
CRD #136021 ORINDA, CA
SEC Private Funds
AUM
$14.7M
Employees
1
AC ONE ASSET MANAGEMENT, LLC
CRD #159469 LOS ANGELES, CA
SEC
AUM
$14.8M
Employees
4