RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ACC INVESTMENT MANAGEMENT, INC.
CRD #118377 BURLINGAME, CA
SEC
AUM
$39.6M
Employees
1
SHARPE 4 CAPITAL, LLC
CRD #133627 CORTE MADERA, CA
SEC Private Funds
AUM
$39.6M
Employees
2
WALSTAD INVESTMENT COUNSEL INC
CRD #107112 SANTA BARBARA, CA
SEC
AUM
$39.7M
Employees
1
CASICO ASSET MANAGEMENT, LLC
CRD #175493 CENTURY CITY, CA
SEC
AUM
$40M
Employees
2
WESTERN PACIFIC CAPITAL MANAGEMENT, LLC
CRD #119429 DEL MAR, CA
SEC Private Funds Disclosures
AUM
$40M
Employees
1
ASI INVESTMENTS, LLC
CRD #138617 LAFAYETTE, CA
SEC
AUM
$40M
Employees
5
EMBARCADERO CAPITAL ADVISORS
CRD #329285 LAGUNA HILLS, CA
SEC
AUM
$40M
Employees
3
FOUR CORNERS CAPITAL MANAGEMENT, LLC
CRD #116647 LOS ANGELES, CA
SEC
AUM
$40M
Employees
--
TBG ADVISORY SERVICES CORPORATION
CRD #131977 NEWPORT BEACH, CA
SEC
AUM
$40M
Employees
5
PPCA, INC.
CRD #153069 SAN CLEMENTE, CA
SEC
AUM
$40M
Employees
1
WEALTHWISE LLC
CRD #111918 SAN LUIS OBISPO, CA
SEC
AUM
$40M
Employees
5
S.A.I. CAPITAL MANAGEMENT, LLC
CRD #164195 SEAL BEACH, CA
SEC
AUM
$40M
Employees
1
FORTRESS INVESTMENT ADVISORS
CRD #115276 TEMECULA, CA
SEC
AUM
$40M
Employees
10
ATHENS CAPITAL MANAGEMENT LLC
CRD #120821 SANTA BARBARA, CA
SEC
AUM
$40.1M
Employees
5
GOLDEY CAPITAL LLC
CRD #155948 CALABASAS, CA
SEC
AUM
$40.2M
Employees
1
PLATO'S PHILOSOPHY, LLC
CRD #319564 VENTURA, CA
SEC
AUM
$40.2M
Employees
6
MW INVESTMENT STRATEGY
CRD #118433 EL DORADO HILLS, CA
SEC
AUM
$40.3M
Employees
6
COLCHIS CAPITAL MANAGEMENT, LLC
CRD #138510 SAN FRANCISCO, CA
SEC
AUM
$40.3M
Employees
5
TRUE BEARING ASSET MANAGEMENT LP
CRD #133457 SAN FRANCISCO, CA
SEC
AUM
$40.6M
Employees
5
WEALTH STRATEGIES GROUP
CRD #316461 HUNTINGTON BEACH, CA
SEC
AUM
$40.7M
Employees
3
VELLUM FINANCIAL, LLC
CRD #149909 ARROYO GRANDE, CA
SEC
AUM
$40.7M
Employees
9
EDDY FINANCIAL, LLC
CRD #290208 SANTA MONICA, CA
SEC
AUM
$40.8M
Employees
2
ALDRIDGE ROBERT JOHN
CRD #105015 LAGUNA HILLS, CA
SEC
AUM
$40.9M
Employees
1
BEDROCK CAPITAL MANAGEMENT INC
CRD #104637 LOS ALTOS, CA
SEC
AUM
$40.9M
Employees
5
AAD CAPITAL MANAGEMENT L.P.
CRD #134246 SOLANA BEACH, CA
SEC Private Funds
AUM
$41.1M
Employees
1