RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
OPIS ADVISORS, INC.
CRD #134349 BELL CANYON, CA
SEC
AUM
$41.1M
Employees
1
KEN GROSS FINANCIAL, INC.
CRD #127924 THOUSAND OAKS, CA
SEC
AUM
$41.3M
Employees
1
HENRY, FREDERICK, INSULL
CRD #111351 TORRANCE, CA
SEC
AUM
$41.3M
Employees
5
JPL FINANCIAL INC
CRD #107540 LA JOLLA, CA
SEC
AUM
$41.6M
Employees
5
HOWARD M. BORRIS & COMPANY, INC.
CRD #104709 BEVERLY HILLS, CA
SEC
AUM
$41.7M
Employees
10
MYVEST CORPORATION
CRD #128321 SAN FRANCISCO, CA
SEC
AUM
$41.7M
Employees
--
LIFE&WEALTH ADVISORS, INC.
CRD #135292 WALNUT CREEK, CA
SEC
AUM
$42M
Employees
5
TRUE FIDUCIARY CAPITAL, LLC
CRD #306964 EL CAJON, CA
SEC
AUM
$42M
Employees
1
WELTY/SOLARI CAPITAL ADVISORS LLC
CRD #140961 LAFAYETTE, CA
SEC
AUM
$42M
Employees
5
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
CRD #133657 SAN JUAN CAPISTRANO, CA
SEC
AUM
$42M
Employees
5
RETIREMENT SOLUTIONS, INC.
CRD #120986 CARLSBAD, CA
SEC
AUM
$42.1M
Employees
5
BEECHWOOD ADVISORY GROUP, LLC
CRD #127614 FRESNO, CA
SEC
AUM
$42.1M
Employees
10
GROWTH STRATEGIES, LLC
CRD #130028 SANTA MONICA, CA
SEC
AUM
$42.1M
Employees
5
GIMBEL ARTHUR D INC
CRD #110982 BURLINGAME, CA
SEC
AUM
$42.2M
Employees
1
CONNECTIVE CAPITAL MANAGEMENT, LLC
CRD #133189 PALO ALTO, CA
SEC
AUM
$42.3M
Employees
5
STANDARD REAL ESTATE INVESTMENTS, LP
CRD #317419 LOS ANGELES, CA
SEC
AUM
$42.5M
Employees
5
FRIED ASSET MANAGEMENT, INC.
CRD #118391 PACIFIC PALISADES, CA
SEC
AUM
$42.5M
Employees
1
SVL HOLDING CORPORATION
CRD #135098 PLACENTIA, CA
SEC
AUM
$42.9M
Employees
1
H&Q VENTURE MANAGEMENT LLC
CRD #110415 SAN FRANCISCO, CA
SEC
AUM
$43M
Employees
10
BETTY RAE LOFTUS
CRD #113820 GOLD RIVER, CA
SEC
AUM
$43M
Employees
1
SC MANAGEMENT, INC.
CRD #131941 GREENBRAE, CA
SEC Private Funds
AUM
$43.1M
Employees
2
STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC
CRD #111857 FAIR OAKS, CA
SEC
AUM
$43.1M
Employees
1
SEACLIFF CAPITAL, LLC
CRD #126796 SAN FRANCISCO, CA
SEC
AUM
$43.2M
Employees
5
KEY INVESTMENT TEAM
CRD #120011 ENCINO, CA
SEC
AUM
$43.3M
Employees
1
SENSIBA SAN FILIPPO FINANCIAL ADVISERS LLC
CRD #129412 SAN MATEO, CA
SEC
AUM
$43.7M
Employees
1