RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GSB CAPITAL, LLC
CRD #124706 SAN FRANCISCO, CA
SEC
AUM
$38M
Employees
5
INDUSINO RESEARCH & MANAGEMENT, LLC
CRD #136666 SAN FRANCISCO, CA
SEC
AUM
$38.1M
Employees
5
SCOBY ALAN ZOOK
CRD #111214 POINT REYES STATION, CA
SEC
AUM
$38.2M
Employees
1
ALUPKA ASSET MANAGEMENT, L.L.C.
CRD #127005 SAN FRANCISCO, CA
SEC
AUM
$38.2M
Employees
5
MAZZON JUSTIN SPENCER
CRD #108798 LARKSPUR, CA
SEC Disclosures
AUM
$38.3M
Employees
1
HARVESTWISE WEALTH LLC
CRD #333146 ESCONDIDO, CA
SEC
AUM
$38.3M
Employees
1
FINANCIAL SOLUTIONS GROUP LLC
CRD #141007 LONG BEACH, CA
SEC
AUM
$38.5M
Employees
1
MUTUAL SECURITIES INC. OF CALIFORNIA
CRD #13092 CAMARILLO, CA
SEC Disclosures
AUM
$38.6M
Employees
11
KURV INVESTMENT MANAGEMENT LLC
CRD #323149 SAN FRANCISCO, CA
SEC
AUM
$38.7M
Employees
3
GIVEN CAPITAL MANAGEMENT, LLC
CRD #133975 CARMEL, CA
SEC
AUM
$38.7M
Employees
1
WEALTH MANAGEMENT, L.L.C.
CRD #113674 NEWPORT BEACH, CA
SEC
AUM
$38.8M
Employees
5
STRONGHOLD FINANCIAL, LLC
CRD #170908 SAN DIEGO, CA
SEC
AUM
$38.9M
Employees
3
DIAMOND PORTFOLIO ADVISORS, LLC
CRD #115749 LOS ANGELES, CA
SEC
AUM
$39M
Employees
5
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
CRD #138258 RANCHO SANTA FE, CA
SEC Private Funds
AUM
$39.1M
Employees
6
THIRSTY HORSES GROUP, INC.
CRD #142787 LARKSPUR, CA
SEC
AUM
$39.2M
Employees
1
DOLAN CAPITAL MANAGEMENT
CRD #107888 PALO ALTO, CA
SEC
AUM
$39.2M
Employees
5
MONARCH CAPITAL, INC.
CRD #147990 BEVERLY HILLS, CA
SEC
AUM
$39.2M
Employees
1
WALES INVESTMENTS INC
CRD #137150 SAN JOSE, CA
SEC
AUM
$39.2M
Employees
5
FQN MANAGEMENT LLC
CRD #108389 PASADENA, CA
SEC
AUM
$39.2M
Employees
10
SHANLEY ASSET MANAGEMENT, INC.
CRD #132405 WESTLAKE VILLAGE, CA
SEC
AUM
$39.2M
Employees
1
DELTA ADVISORS INC
CRD #111852 LOS ALTOS, CA
SEC
AUM
$39.3M
Employees
1
ORDERLY FINANCE, LLC
CRD #306511 WALNUT CREEK, CA
SEC
AUM
$39.4M
Employees
1
CHENERY MANAGEMENT INC
CRD #119121 SAN FRANCISCO, CA
SEC
AUM
$39.4M
Employees
5
FEMMX FINANCIAL
CRD #110578 SAN FRANCISCO, CA
SEC
AUM
$39.6M
Employees
5
ALTOS FINANCIAL MANAGEMENT LLC
CRD #107602 SAN JOSE, CA
SEC
AUM
$39.6M
Employees
1