RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
TORREY CAPITAL, LLC
CRD #122257 SAN DIEGO, CA
SEC
AUM
$16.4M
Employees
5
HANSCH FINANCIAL GROUP, LLC
CRD #133020 SAN JUAN CAPISTRANO, CA
SEC
AUM
$16.6M
Employees
5
SOTEIRA CAPITAL, LLC
CRD #154586 IRVINE, CA
SEC Private Funds
AUM
$16.7M
Employees
3
STORIE ADVISORS, L.L.C.
CRD #110224 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$16.7M
Employees
6
TECHNOLOGY FUNDING INC
CRD #110316 EL DORADO HILLS, CA
SEC
AUM
$16.7M
Employees
--
PRIME ADVISORS INC.
CRD #112661 BEVERLY HILLS, CA
SEC
AUM
$17M
Employees
5
WEALTH MANAGEMENT, LLC
CRD #133732 NEWPORT BEACH, CA
SEC
AUM
$17M
Employees
5
UNION FINANCIAL PARTNERS, SAN FRANCISCO
CRD #132112 SAN FRANCISCO, CA
SEC
AUM
$17.1M
Employees
5
SANTA BARBARA QUANTITATIVE STRATEGIES, LLC
CRD #133683 SANTA BARBARA, CA
SEC
AUM
$17.4M
Employees
5
MONETARY MANAGEMENT CORPORATION
CRD #131584 SAN FRANCISCO, CA
SEC
AUM
$17.6M
Employees
5
KIRBY, STEVEN EARLE
CRD #118185 TORRANCE, CA
SEC
AUM
$17.6M
Employees
5
YARASH GLOBAL SOLUTIONS INC.
CRD #335185 GLENDALE, CA
SEC
AUM
$18M
Employees
1
MCKEE & ASSOCIATES
CRD #109195 IRVINE, CA
SEC
AUM
$18M
Employees
5
FINANCIAL COUNSELING RESOURCES LLC
CRD #108743 LOS ALAMITOS, CA
SEC
AUM
$18M
Employees
1
NAOMI RUTH MONSCHEIN
CRD #108375 MODESTO, CA
SEC
AUM
$18M
Employees
5
WI MUTUAL FUNDS, LLC
CRD #151248 NOVATO, CA
SEC
AUM
$18.2M
Employees
5
SIVIA CAPITAL INVESTMENTS, LLC
CRD #178529 SAN FRANCISCO, CA
SEC Private Funds
AUM
$18.2M
Employees
2
RALPH HENRY CECHETTINI, DBA, CIM PORTFOLIO ADVISORS
CRD #107723 SAN FRANCISCO, CA
SEC
AUM
$18.4M
Employees
5
MCF/NV ASSET MANAGEMENT, LLC
CRD #139996 SAN FRANCISCO, CA
SEC
AUM
$18.5M
Employees
10
PRIMARY FUNDS, LLC
CRD #121218 SAN RAFAEL, CA
SEC
AUM
$18.8M
Employees
0
WEBER CAPITAL MANAGEMENT LLC
CRD #109624 SAN FRANCISCO, CA
SEC
AUM
$18.8M
Employees
5
ETHIKA INVESTMENTS, LLC
CRD #166214 LOS ANGELES, CA
SEC Private Funds
AUM
$18.9M
Employees
2
BUECHLER CAPITAL ASSET MANAGEMENT, LLC
CRD #139600 LA JOLLA, CA
SEC Private Funds
AUM
$19.1M
Employees
1
HARBINGER ASSET MANAGEMENT, LLC
CRD #146811 RIVERSIDE, CA
SEC
AUM
$19.2M
Employees
1
PERMANENT VALUE INC.
CRD #118024 SAN DIEGO, CA
SEC
AUM
$19.3M
Employees
1