RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SIGNATURE BUSINESS ADVISORS INC
CRD #110175 IRVINE, CA
SEC
AUM
$29.6M
Employees
10
NEPTUNE HOLDINGS, LLC
CRD #132750 WALNUT CREEK, CA
SEC
AUM
$29.7M
Employees
5
TEN ASSET MANAGEMENT, INC.
CRD #134021 OJAI, CA
SEC
AUM
$29.8M
Employees
6
SEACOAST CAPITAL MANAGEMENT
CRD #117775 SOLANA BEACH, CA
SEC
AUM
$29.9M
Employees
5
CAROL GRANT DESMOND
CRD #108397 SAN RAFAEL, CA
SEC
AUM
$30M
Employees
5
ANCHOR WEALTH MANAGEMENT, LLC
CRD #135666 CITY OF INDUSTRY, CA
SEC
AUM
$30M
Employees
5
ABUNDA FINANCIAL, LLC
CRD #120177 LARKSPUR, CA
SEC
AUM
$30M
Employees
1
BREAKWATER FUND MANAGEMENT, LLC
CRD #131725 LOS ANGELES, CA
SEC
AUM
$30M
Employees
5
CWS MANAGEMENT LLC
CRD #119320 NEWPORT BEACH, CA
SEC
AUM
$30M
Employees
5
LOBDELL CAPITAL MANAGEMENT LLC
CRD #122714 SAN FRANCISCO, CA
SEC
AUM
$30M
Employees
5
BACHE CAPITAL MANAGEMENT, INC.
CRD #113719 PASADENA, CA
SEC
AUM
$30.1M
Employees
1
CNI RECF ADVISORS, LLC
CRD #282562 LOS ANGELES, CA
SEC Disclosures
AUM
$30.2M
Employees
18
STENSON FINANCIAL CORPORATION
CRD #133753 LARKSPUR, CA
SEC
AUM
$30.3M
Employees
1
DOUBLE EAGLE PARTNERS, LLC
CRD #128563 NEWPORT BEACH, CA
SEC Private Funds
AUM
$30.3M
Employees
3
EPLANNING ADVISORS INC
CRD #109184 SAN FRANCISCO, CA
SEC
AUM
$30.3M
Employees
--
ANCHOR FINANCIAL GROUP
CRD #111801 SANTA ANA, CA
SEC
AUM
$30.7M
Employees
1
AMERICA FIRST CAPITAL MANAGEMENT, LLC
CRD #152248 GRANITE BAY, CA
SEC
AUM
$30.7M
Employees
2
ESSEX NATIONAL SECURITIES, INC.
CRD #25454 NAPA, CA
SEC Disclosures
AUM
$30.8M
Employees
11
TRUE WEST MANAGEMENT COMPANY, LLC
CRD #160825 LOS ANGELES, CA
Private Funds
AUM
$31M
Employees
6
LEGACY ADVISORY SERVICES, INC.
CRD #111027 PETALUMA, CA
SEC
AUM
$31.1M
Employees
51
BRAVE NEW WEALTH, LLC
CRD #336030 WESTLAKE VILLAGE, CA
SEC
AUM
$31.1M
Employees
1
GOLD COAST SECURITIES, INC.
CRD #110925 THOUSAND OAKS, CA
SEC Disclosures
AUM
$31.1M
Employees
11
VICTORY WEALTH MANAGEMENT, LLC
CRD #152221 REEDLEY, CA
SEC
AUM
$31.3M
Employees
1
WAYPOINT FINANCIAL ADVISORS, INC.
CRD #109158 MODESTO, CA
SEC
AUM
$31.4M
Employees
5
THE LEONARD FINANCIAL GROUP, LLC
CRD #123651 RIVERSIDE, CA
SEC Disclosures
AUM
$31.4M
Employees
1