RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
A T FUNDS, LLC
CRD #132479 HUNTINGTON BEACH, CA
SEC
AUM
$35M
Employees
5
SPRINGBOARD PLANNING AND ADVISORY GROUP, INC.
CRD #113811 IRVINE, CA
SEC
AUM
$35M
Employees
5
PROFESSIONAL PLANNING COUNSEL, INC.
CRD #109340 LA JOLLA, CA
SEC
AUM
$35M
Employees
1
FFR ADVISORY LLC
CRD #108602 SEAL BEACH, CA
SEC
AUM
$35M
Employees
6
BERGER ASSET MANAGEMENT, INC.
CRD #132945 TURLOCK, CA
SEC
AUM
$35M
Employees
1
ARIA PARTNERS GP, LLC
CRD #116022 LOS ANGELES, CA
SEC
AUM
$35M
Employees
4
GAINSBOROUGH FINANCIAL CONSULTANTS, INC.
CRD #124990 LOS ANGELES, CA
SEC
AUM
$35.1M
Employees
6
PEAK INVESTMENT SOLUTIONS, LLC
CRD #134846 ROSEVILLE, CA
SEC
AUM
$35.1M
Employees
1
LA JOLLA ASSET MANAGEMENT, INC.
CRD #112327 SAN DIEGO, CA
SEC
AUM
$35.2M
Employees
1
THORNE ASSET MANAGEMENT, INC.
CRD #113214 SAN FRANCISCO, CA
SEC
AUM
$35.4M
Employees
1
ST. CLAIRE ADVISORS, INC.
CRD #111205 GREENBRAE, CA
SEC
AUM
$35.4M
Employees
10
ABSOLUTE RETURN CAPITAL ADVISORS, LLC.
CRD #133680 LOS ANGELES, CA
SEC
AUM
$35.6M
Employees
5
WELTY CAPITAL MANAGEMENT LLC
CRD #110571 LAFAYETTE, CA
SEC
AUM
$35.6M
Employees
1
STIRA INVESTMENT ADVISER, LLC
CRD #286441 IRVINE, CA
SEC
AUM
$35.7M
Employees
5
THE BRAUNER COMPANY
CRD #113037 REDWOOD CITY, CA
SEC
AUM
$35.7M
Employees
1
SUMMIT ADVISORS INC
CRD #106778 SANTA MONICA, CA
SEC
AUM
$35.8M
Employees
--
KIRK ALLEN BLOCK
CRD #111928 SAN DIEGO, CA
SEC
AUM
$35.8M
Employees
5
MEYERS CAPITAL MANAGEMENT LLC
CRD #106732 BEVERLY HILLS, CA
SEC
AUM
$35.8M
Employees
5
ANNADEL CAPITAL, INC.
CRD #132175 SAN RAFAEL, CA
SEC Disclosures
AUM
$35.8M
Employees
1
ALPHANEXT, LLC
CRD #297504 LOS ANGELES, CA
SEC
AUM
$35.9M
Employees
2
TEPPER, DAVID LOUIS
CRD #129534 SAN FRANCISCO, CA
SEC
AUM
$36M
Employees
5
LIBERTY ADVISORY SERVICES, LLC
CRD #147533 SANTA ANA, CA
SEC
AUM
$36M
Employees
1
ASTERA FINANCIAL GROUP, LLC
CRD #144850 CARMEL, CA
SEC Private Funds
AUM
$36M
Employees
6
EMPIRE SECURITIES CORPORATION
CRD #2826 EL SEGUNDO, CA
SEC
AUM
$36M
Employees
5
IDEAL LIFE FINANCIAL ADVISORS
CRD #164084 FOLSOM, CA
SEC
AUM
$36M
Employees
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