RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
COMPUTER HANDHOLDERS INC
CRD #106927 SAN DIEGO, CA
SEC
AUM
$26.5M
Employees
5
TETRAD CAPITAL LLC
CRD #119171 LOS ANGELES, CA
SEC
AUM
$26.5M
Employees
1
STREET ASSET MANAGEMENT, LLC
CRD #112378 CORONA DEL MAR, CA
SEC
AUM
$26.7M
Employees
5
ENVISION CAPITAL MANAGEMENT, LLC
CRD #135521 IRVINE, CA
SEC
AUM
$27M
Employees
5
STRATEGIC INCOME ADVISORS
CRD #304072 LA JOLLA, CA
SEC
AUM
$27M
Employees
1
GRAND TRUNK CAPITAL MANAGEMENT, L.P.
CRD #150962 SAN FRANCISCO, CA
Private Funds
AUM
$27M
Employees
--
MERCURY ADVISORS, LLC
CRD #113077 SANTA MONICA, CA
SEC
AUM
$27M
Employees
5
FINANCIAL SECURITY SOLUTIONS, CORP.
CRD #124085 TARZANA, CA
SEC
AUM
$27M
Employees
1
DAAT ASSET MANAGEMENT
CRD #141469 WESTLAKE VILLAGE, CA
SEC
AUM
$27M
Employees
5
JEFFERIES ADVISERS INC
CRD #108075 LOS ANGELES, CA
SEC
AUM
$27.2M
Employees
--
ALPHASTREAM CAPITAL MANAGEMENT LLC
CRD #135084 LAFAYETTE, CA
SEC
AUM
$27.2M
Employees
5
VALUEACT SMALLCAP MANAGEMENT, L.P.
CRD #154245 SAN FRANCISCO, CA
SEC Private Funds
AUM
$27.2M
Employees
4
COMPREHENSIVE WEALTH MANAGEMENT, INC.
CRD #152822 FOLSOM, CA
SEC
AUM
$27.2M
Employees
5
BAYSIDE FINANCIAL, LLC
CRD #44211 WALNUT CREEK, CA
SEC
AUM
$27.3M
Employees
5
CONCERT CAPITAL MANAGEMENT, INC
CRD #158763 SAN JOSE, CA
SEC Disclosures
AUM
$27.3M
Employees
6
INVESTMENT SELECTION & MANAGEMENT
CRD #112695 REDDING, CA
SEC
AUM
$27.3M
Employees
5
HILLTOP ADVISORS, LLC
CRD #119584 SAN FRANCISCO, CA
SEC
AUM
$27.4M
Employees
1
OAK TREE SECURITIES, INC.
CRD #18126 WALNUT CREEK, CA
SEC
AUM
$27.4M
Employees
--
ALSIN CAPITAL MANAGEMENT, INC.
CRD #117343 ESCONDIDO, CA
SEC
AUM
$27.5M
Employees
1
ALTERNATIVE ACCESS FUNDS, LLC
CRD #305210 EL SEGUNDO, CA
SEC
AUM
$27.5M
Employees
1
SIERRA ASSET MANAGEMENT, LLC
CRD #132684 IRVINE, CA
SEC
AUM
$27.5M
Employees
10
PACIFIC CAPITAL PLANNING COMPANY
CRD #111096 SANTA BARBARA, CA
SEC
AUM
$27.5M
Employees
5
VII PEAKS CAPITAL LLC
CRD #153825 SANTA MONICA, CA
SEC Private Funds Disclosures
AUM
$27.6M
Employees
1
ELITE INVESTMENT TEAM LLC
CRD #296922 SAN DIEGO, CA
SEC
AUM
$27.8M
Employees
24
CARLSON, WILLIAM NORMAN
CRD #121264 BELMONT, CA
SEC
AUM
$27.8M
Employees
1