RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
DIVERSFIED PLANNING CONCEPTS, INC
CRD #112229 SAN FRANCISCO, CA
SEC
AUM
$22M
Employees
5
QUILLU INC
CRD #170975 SAN FRANCISCO, CA
SEC
AUM
$22.1M
Employees
2
FSI CAPITAL HOLDINGS, LLC
CRD #153189 LOS ANGELES, CA
SEC Private Funds
AUM
$22.1M
Employees
1
FORESTERS EQUITY SERVICES, INC.
CRD #18464 SAN DIEGO, CA
SEC
AUM
$22.2M
Employees
108
FINEBERG FINANCIAL MANAGEMENT LLC
CRD #322268 SEAL BEACH, CA
SEC
AUM
$22.4M
Employees
1
QUANTUM PACIFIC INVESTMENTS, LLC
CRD #147435 SAN FRANCISCO, CA
SEC
AUM
$22.5M
Employees
10
CYPRESS POINT FINANCIAL ADVISORS, LLC
CRD #169376 LAFAYETTE, CA
SEC
AUM
$22.8M
Employees
1
INSIGHTS INVESTMENTS LLC
CRD #309727 PALO ALTO, CA
SEC
AUM
$22.9M
Employees
1
ADVISORY CONSULTING GROUP LLC
CRD #142666 ALAMEDA, CA
SEC
AUM
$23.2M
Employees
2
HOTOVEC, POMERANZ & CO., INC.
CRD #41178 SAN FRANCISCO, CA
SEC
AUM
$23.5M
Employees
5
WCM CAPITAL, INC.
CRD #136413 LOS ANGELES, CA
SEC
AUM
$23.5M
Employees
5
ZINVEST FINANCIAL SERVICE LLC
CRD #297563 ANAHEIM, CA
SEC
AUM
$23.5M
Employees
3
ALPHATRAI FUNDS INC.
CRD #318658 CORTE MADERA, CA
SEC
AUM
$23.6M
Employees
6
ROSEN CAPITAL MANAGEMENT LLC
CRD #109281 SANTA MONICA, CA
SEC
AUM
$23.7M
Employees
5
THE INSPIRED COMPANY, LLC
CRD #297550 EL SEGUNDO, CA
SEC
AUM
$24M
Employees
2
KENSINGTON AMI, LLC
CRD #145898 STUDIO CITY, CA
SEC
AUM
$24M
Employees
5
DUNVEGAN ASSOCIATES INC
CRD #108603 SANTA BARBARA, CA
SEC
AUM
$24.2M
Employees
0
PALLAS INVESTMENT PARTNERS, L.P.
CRD #109592 SAN FRANCISCO, CA
Private Funds
AUM
$24.6M
Employees
3
NIGHTINGALE, JERRY
CRD #137496 PALO ALTO, CA
SEC
AUM
$24.6M
Employees
1
BRAYPARK WEALTH MANAGEMENT
CRD #334880 COSTA MESA, CA
SEC
AUM
$24.6M
Employees
4
PLATINUM GLOBAL ADVISORS, LLC
CRD #157643 BEVERLY HILLS, CA
SEC
AUM
$25M
Employees
1
NAVITAS CAPITAL GP, LLC
CRD #163721 BEVERLY HILLS, CA
Private Funds
AUM
$25M
Employees
2
ROUSH INVESTMENTS, LLC
CRD #151288 FRESNO, CA
SEC
AUM
$25M
Employees
1
ADVANTAGE ASSET MANAGEMENT, INC.
CRD #111203 IRVINE, CA
SEC
AUM
$25M
Employees
1
MIDDLEMARCH CAPITAL LLC
CRD #141431 KENTFIELD, CA
SEC
AUM
$25M
Employees
5