RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PASQUINELLI & CO INC
CRD #112376 MONTEREY, CA
SEC
AUM
$44M
Employees
5
GREEN STREET CAPITAL MANAGEMENT LLC
CRD #138570 SAN FRANCISCO, CA
SEC
AUM
$44M
Employees
5
WESTLAKE CAPITAL INC
CRD #105473 WESTLAKE VILLAGE, CA
SEC
AUM
$44.1M
Employees
5
SMART PORTFOLIO LLC
CRD #324633 BREA, CA
SEC
AUM
$44.1M
Employees
2
AMAROQ ASSET MANAGEMENT LLC
CRD #112648 BEVERLY HILLS, CA
SEC
AUM
$44.2M
Employees
5
DUNLAP EQUITY MANAGEMENT, LLC.
CRD #130996 SAN FRANCISCO, CA
SEC Private Funds
AUM
$44.2M
Employees
1
GARLAND INVESTMENT MANAGEMENT, INC.
CRD #107442 MORAGA, CA
SEC
AUM
$44.3M
Employees
1
SCHROEDER CAPITAL MANAGEMENT, LLC
CRD #119936 LAFAYETTE, CA
SEC
AUM
$44.6M
Employees
1
JONES WALL STREET INCORPORATED
CRD #112524 WESTLAKE VILLAGE, CA
SEC
AUM
$44.6M
Employees
5
DEEP BLUE CAPITAL MANAGEMENT, L.P.
CRD #168940 MENLO PARK, CA
SEC Private Funds
AUM
$44.7M
Employees
7
GOLDSMITH & SZABO LLC
CRD #109033 LOS ALTOS, CA
SEC
AUM
$44.7M
Employees
5
LONDON PACIFIC INSURANCE MARKETING CO
CRD #106690 SACREMENTO, CA
SEC
AUM
$44.8M
Employees
5
PRIVATE REALTY INVESTMENTS, INC.
CRD #131900 LARKSPUR, CA
SEC
AUM
$44.8M
Employees
5
MOLUMPHY CAPITAL MANAGEMENT
CRD #105613 SAN FRANCISCO, CA
SEC
AUM
$44.8M
Employees
1
GRIFFIN CAPITAL BDC ADVISOR, LLC
CRD #171926 EL SEGUNDO, CA
SEC
AUM
$44.9M
Employees
7
GASKIN WEALTH MANAGEMENT, LLC
CRD #143536 DANVILLE, CA
SEC
AUM
$45M
Employees
1
MURPHY INVESTMENT MANAGEMENT INC
CRD #113368 HALF MOON BAY, CA
SEC
AUM
$45M
Employees
5
IRI INVESTMENT ADVISORS, LLC
CRD #157291 IRVINE, CA
SEC
AUM
$45M
Employees
1
SUMMIT GLOBAL MANAGEMENT INC.
CRD #104558 LA JOLLA, CA
SEC
AUM
$45M
Employees
6
CAPITAL COVE BANCORP LLC
CRD #155705 NEWPORT BEACH, CA
SEC
AUM
$45M
Employees
11
HOLLIS CAPITAL MANAGEMENT, LLC
CRD #132563 SAN FRANCISCO, CA
Private Funds
AUM
$45M
Employees
1
COGO WOLF ASSET MANAGEMENT, LLC
CRD #139158 SAN FRANCISCO, CA
SEC
AUM
$45M
Employees
5
LIBERTY WEALTH MANAGEMENT, LLC
CRD #147860 SANTA ANA, CA
SEC
AUM
$45M
Employees
1
TALKOT CAPITAL, LLC
CRD #134962 SAUSALITO, CA
SEC
AUM
$45M
Employees
5
SWAN & HERRING, LLC
CRD #113540 LAGUNA NIGUEL, CA
SEC
AUM
$45.1M
Employees
5