RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
JDC CAPITAL, LLC
CRD #130736 SAN FRANCISCO, CA
SEC
AUM
$19.4M
Employees
5
MAERISLAND CAPITAL, LLC
CRD #159599 NEWPORT BEACH, CA
SEC Private Funds
AUM
$19.5M
Employees
--
LIFE WEALTH MANAGEMENT INCORPORATED
CRD #130431 VALENCIA, CA
SEC
AUM
$19.5M
Employees
5
HURLEY WEALTH MANAGEMENT GROUP, INC
CRD #155475 GLENDALE, CA
SEC
AUM
$20M
Employees
5
ST. CLAIRE CAPITAL MANAGEMENT, INC.
CRD #111204 GREENBRAE, CA
SEC
AUM
$20M
Employees
10
POSITIVE DELTA ASSET MANAGEMENT LLC
CRD #134775 LOS ANGELES, CA
SEC
AUM
$20M
Employees
1
CITY-CORE CAPITAL, LLC
CRD #129651 SAN FRANCISCO, CA
SEC
AUM
$20M
Employees
5
ATHENA ASSET MANAGEMENT & RESEARCH, LLC
CRD #132909 SAN FRANCISCO, CA
SEC
AUM
$20M
Employees
1
DAVENPORT CAPITAL MANAGEMENT, LLC
CRD #159785 SAN RAFAEL, CA
SEC
AUM
$20M
Employees
--
DEFENSIVE PORTFOLIO MANAGEMENT
CRD #120515 SANTA MONICA, CA
SEC
AUM
$20M
Employees
5
SMARTADVISOR LLC
CRD #319690 SAN FRANCISCO, CA
SEC
AUM
$20.2M
Employees
11
DOUBLE FINANCE INC.
CRD #329617 SAN FRANCISCO, CA
SEC
AUM
$20.3M
Employees
5
JCSD CAPITAL, LLC
CRD #140064 SAN FRANCISCO, CA
SEC
AUM
$21M
Employees
5
ALBERT INVESTMENTS, LLC
CRD #298006 SANTA BARBARA, CA
SEC
AUM
$21M
Employees
3
ADVANCED PRACTICE ADVISORS, LLC
CRD #154084 LA QUINTA, CA
SEC
AUM
$21.2M
Employees
2
CORNERSTONE ASSET MANAGEMENT, INC.
CRD #129731 VENTURA, CA
SEC Private Funds
AUM
$21.3M
Employees
1
SHP LLC
CRD #109529 SAN FRANCISCO, CA
SEC
AUM
$21.3M
Employees
5
ANDRESEN PETER GARTH
CRD #105733 SALINAS, CA
SEC
AUM
$21.5M
Employees
5
B. RILEY ASSET MANAGEMENT, LLC
CRD #157160 LOS ANGELES, CA
SEC Private Funds
AUM
$21.5M
Employees
7
TCW SPECIAL SITUATIONS, LLC
CRD #166286 LOS ANGELES, CA
SEC Private Funds
AUM
$21.6M
Employees
24
TRITON PACIFIC ADVISER, LLC
CRD #162406 LOS ANGELES, CA
Private Funds
AUM
$21.6M
Employees
7
KEARNEY-BURCH FINANCIAL SERVICES, INC.
CRD #135156 SAN RAMON, CA
SEC
AUM
$21.7M
Employees
5
SBG CAPITAL MANAGEMENT INC
CRD #109863 PASADENA, CA
SEC
AUM
$21.9M
Employees
5
TECHNOLOGY FUNDING LTD
CRD #105628 EL DORADO HILLS, CA
SEC
AUM
$21.9M
Employees
--
CARR CAPITAL MANAGEMENT, INC.
CRD #112049 PALO ALTO, CA
SEC
AUM
$22M
Employees
5