RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
STEVE GARRETT AND ASSOCIATES,INC.
CRD #126791 MONROVIA, CA
SEC
AUM
$25M
Employees
3
SHORELINE INVESTMENT MANAGEMENT CO
CRD #112531 PALO ALTO, CA
SEC
AUM
$25M
Employees
4
KEVIAN CAPITAL MANAGEMENT LLC
CRD #133032 SAN FRANCISCO, CA
SEC
AUM
$25M
Employees
5
CARION CAPITAL LLC
CRD #157831 SANTA MONICA, CA
SEC
AUM
$25M
Employees
1
MAIA LAURA MCGEHEE
CRD #113643 SAN RAFAEL, CA
SEC
AUM
$25.1M
Employees
1
DECISION CAPITAL MANAGEMENT, LLC
CRD #117330 LA JOLLA, CA
SEC
AUM
$25.1M
Employees
5
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
CRD #134563 VENTURA, CA
SEC
AUM
$25.1M
Employees
3
IRONCREST CAPITAL MANAGEMENT LLC
CRD #310022 SANTA BARBARA, CA
SEC
AUM
$25.3M
Employees
1
Z & P INVESTMENT SERVICES, LLC
CRD #118949 IRVINE, CA
SEC
AUM
$25.7M
Employees
5
ROI CAPITAL MANAGEMENT, INC
CRD #159819 GREENBRAE, CA
SEC
AUM
$25.8M
Employees
2
CAPITAL PARTNERS, LLC
CRD #110104 PASADENA, CA
SEC
AUM
$25.8M
Employees
5
BRIDGEWAY FINANCIAL ADVISORS, LLC.
CRD #109299 SAUSALITO, CA
SEC
AUM
$26M
Employees
5
ANDREA EVERETT LLC
CRD #163957 DANVILLE, CA
SEC
AUM
$26M
Employees
--
ALPHA WEALTH MANAGEMENT, LLC
CRD #158608 HEMET, CA
SEC
AUM
$26M
Employees
1
TRO ADVISORS, INC.
CRD #129562 IRVINE, CA
SEC
AUM
$26M
Employees
5
COMPASS FUND MANAGEMENT, LLC
CRD #122198 SAN FRANCISCO, CA
SEC
AUM
$26M
Employees
5
MACKE ASSET MANAGEMENT, LLC
CRD #109274 SAN FRANCISCO, CA
SEC
AUM
$26.1M
Employees
5
WILLOWBROOK ASSET MANAGEMENT, LLC
CRD #126887 LOS ANGELES, CA
SEC Private Funds
AUM
$26.3M
Employees
1
DIVERSIFIED FINANCIAL MANAGEMENT, INC.
CRD #136035 NEWPORT BEACH, CA
SEC
AUM
$26.3M
Employees
5
MOGUL WEALTH MANAGEMENT, INC.
CRD #144711 MANHATTAN BEACH, CA
SEC
AUM
$26.4M
Employees
5
GREGORY ADVISORS INCORPORATED
CRD #112537 HUNTINGTON BEACH, CA
SEC
AUM
$26.4M
Employees
1
TOPTURN FUND ADVISORS, LLC
CRD #175325 MONTEREY, CA
SEC
AUM
$26.4M
Employees
5
STELLA CAPITAL, LLC
CRD #153463 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$26.4M
Employees
1
BANKERS INVESTMENT COUNSELING CO INC
CRD #104844 SANTA PAULA, CA
SEC
AUM
$26.5M
Employees
5
HALL & VERNAZZA CPAS
CRD #107468 RIVERSIDE, CA
SEC
AUM
$26.5M
Employees
5