RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
EMERITUS INVESTMENT MANAGEMENT, INC.
CRD #108328 MILL VALLEY, CA
SEC
AUM
$33.2M
Employees
1
HERCULES INVESTMENTS LLC
CRD #304719 LOS ANGELES, CA
SEC
AUM
$33.2M
Employees
12
STRATEGY CAPITAL LLC
CRD #122835 LOS ALTOS, CA
SEC
AUM
$33.2M
Employees
5
REDWOOD GROVE CAPITAL MANAGEMENT, LLC
CRD #124794 SAN FRANCISCO, CA
SEC
AUM
$33.2M
Employees
--
AFFIRMED FINANCIAL MANAGEMENT INC
CRD #111117 SAN JOSE, CA
SEC
AUM
$33.3M
Employees
5
TVV ADVISERS, LLC
CRD #322542 PLEASANTON, CA
SEC Private Funds
AUM
$33.4M
Employees
2
VAN ALSTYNE & COMPANY, INC.
CRD #111045 SAN MATEO, CA
SEC
AUM
$33.5M
Employees
1
CNI NSI ADVISORS, LLC
CRD #292883 LOS ANGELES, CA
SEC Disclosures
AUM
$33.6M
Employees
362
SEAPLANE PARTNERS, LLC
CRD #289789 MILL VALLEY, CA
SEC
AUM
$33.8M
Employees
3
FUND OF FUNDS INVESTOR GROUP INC
CRD #107140 BEVERLY HILLS, CA
SEC
AUM
$33.9M
Employees
5
CASEY THOMAS CLARK
CRD #107459 NEWPORT BEACH, CA
SEC
AUM
$33.9M
Employees
5
JEANCO FINANCIAL,INC
CRD #112361 IRVINE, CA
SEC
AUM
$34M
Employees
1
PENSION PERFORMANCE ADVISORS, LLC
CRD #140352 LAGUNA HILLS, CA
SEC
AUM
$34M
Employees
5
ILIE BRENNAN CAPITAL MANAGEMENT LLC
CRD #107466 LOS ANGELES, CA
SEC
AUM
$34M
Employees
5
THE TUSCAN GROUP, L.P.
CRD #119803 SAN FRANCISCO, CA
SEC
AUM
$34M
Employees
5
BAKER JENSEN INVESTMENT ADVISORS, LLC
CRD #115086 SAN JUAN CAPISTRANO, CA
SEC
AUM
$34M
Employees
1
HILLCREST WELLS ADVISORS, LLC
CRD #152502 PASEDENA, CA
SEC
AUM
$34.4M
Employees
10
ROOD FINANCIAL, LLC
CRD #290771 WOODLAND HILLS, CA
SEC
AUM
$34.4M
Employees
2
BENNING FINANCIAL GROUP, LLC
CRD #136256 FAIRFIELD, CA
SEC
AUM
$34.5M
Employees
1
ODYSSEY VALUE ADVISORS, LLC
CRD #112141 SAN FRANCISCO, CA
SEC
AUM
$34.6M
Employees
5
STRATEGIC ADVISORY SERVICES INC
CRD #107837 ORINDA, CA
SEC
AUM
$34.6M
Employees
5
PACIFIC GROWTH EQUITY MANAGEMENT, LLC
CRD #136592 SAN FRANCISCO, CA
SEC
AUM
$34.7M
Employees
5
COAST WEALTH MANAGEMENT, INC.
CRD #129090 SAN CLEMENTE, CA
SEC
AUM
$34.9M
Employees
1
SHELDON, KIRK ROY
CRD #130841 SAN DIEGO, CA
SEC
AUM
$35M
Employees
1
THE MONROE TEAM, INC
CRD #168574 BURLINGAME, CA
SEC
AUM
$35M
Employees
3