RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MOK STANLEY QUION
CRD #110182 LOS ALTOS, CA
SEC
AUM
$45.4M
Employees
1
CAPITAL CAPITAL ADVISORS LLC
CRD #136983 LARKSPUR, CA
SEC
AUM
$45.5M
Employees
1
PETER WILLIAM JOHNSON, JR.
CRD #133538 SUNNYVALE, CA
SEC
AUM
$45.5M
Employees
1
WEALTHLYNK, INC.
CRD #327527 FALLBROOK, CA
SEC
AUM
$45.7M
Employees
1
BAKER STREET ASSET MANAGEMENT, LLC
CRD #299027 SAN FRANCISCO, CA
SEC
AUM
$45.9M
Employees
2
ACQUIRERS FUNDS, LLC
CRD #298309 ROLLING HILLS, CA
SEC
AUM
$46M
Employees
1
ALESCO GLOBAL ADVISORS LLC
CRD #136686 SAN MATEO, CA
SEC
AUM
$46M
Employees
5
ROBERT SOMERVILLE KELLING JR.
CRD #134081 BERKELEY, CA
SEC
AUM
$46M
Employees
5
INFLECTION PARTNERS, LLC
CRD #132921 SAN FRANCISCO, CA
SEC Private Funds
AUM
$46.2M
Employees
3
ULTRA BLUE CAPITAL, LLC
CRD #316247 SAN JOSE, CA
Private Funds
AUM
$46.3M
Employees
6
AUGUSTUS WEALTH, LLC
CRD #317189 MANHATTAN BEACH, CA
SEC
AUM
$46.3M
Employees
5
WAMU INVESTMENTS, INC.
CRD #599 IRVINE, CA
SEC
AUM
$46.5M
Employees
--
GRIDLEY ASSOCIATES INC.
CRD #131258 SAN FRANCISCO, CA
SEC
AUM
$46.5M
Employees
1
FITECH ASSET MANAGEMENT LP
CRD #111261 SAN FRANCISCO, CA
SEC
AUM
$46.8M
Employees
5
TRANSGLOBAL ADVISORY, LLC
CRD #168709 MONROVIA, CA
SEC Private Funds
AUM
$46.8M
Employees
29
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
CRD #160322 LOS ANGELES, CA
SEC Disclosures
AUM
$46.9M
Employees
4
ALDER CAPITAL, LLC
CRD #118963 SAN DIEGO, CA
SEC
AUM
$47M
Employees
5
VFG ADVISORS, INC.
CRD #150370 SANTA MONICA, CA
SEC
AUM
$47M
Employees
11
THE PORTOLA GROUP INC
CRD #105359 ST. HELENA, CALIFORNIA, CA
SEC
AUM
$47M
Employees
1
MMGC INC.
CRD #120243 PALM DESERT, CA
SEC
AUM
$47.3M
Employees
1
THE INVESTMENT & MONEY MANAGMENT GROUP, INC.
CRD #109289 TUSTIN, CA
SEC
AUM
$47.4M
Employees
5
OSMIUM PARTNERS, LLC
CRD #122535 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
5
CLARKSDALE CAPITAL, LLC
CRD #127937 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
5
PRINCIPLY, INC.
CRD #281813 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
20
PALADIN CAPITAL MANAGEMENT, LLC
CRD #113256 SAN FRANCISCO, CA
SEC
AUM
$47.6M
Employees
1