RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MULLEN ADVISORY, INC.
CRD #109646 LOS ANGELES, CA
SEC
AUM
$47.7M
Employees
1
WHELAN CAPITAL MANAGEMENT, INC.
CRD #107216 PALO ALTO, CA
SEC
AUM
$47.9M
Employees
5
PRIVATE EQUITY INVESTMENTS, INC.
CRD #123527 NEWPORT BEACH, CA
SEC
AUM
$47.9M
Employees
5
ELM MONEY MANAGEMENT LLC
CRD #149891 IRVINE, CA
SEC
AUM
$48.1M
Employees
1
DELURGIO NICHOLAS DAVID
CRD #107561 SCOTTS VALLEY, CA
SEC
AUM
$48.2M
Employees
1
REGAL ADVISORY SERVICES, INC.
CRD #119445 WOODLAND HILLS, CA
SEC
AUM
$48.2M
Employees
6
AVENUE ADVISORS, LLC
CRD #122233 SAN DIEGO, CA
SEC
AUM
$48.5M
Employees
1
BEACH CITIES WEALTH MANAGEMENT, LLC
CRD #158373 MANHATTAN BEACH, CA
SEC
AUM
$49M
Employees
1
JADWIN PARTNERS, LLC
CRD #167048 BURLINGAME, CA
SEC Private Funds
AUM
$49.1M
Employees
1
WHITE, DAVID PHIPPS
CRD #111321 SAN DIEGO, CA
SEC
AUM
$49.2M
Employees
5
GREAT GABLE PARTNERS, LP
CRD #133184 SAN FRANCISCO, CA
Private Funds
AUM
$49.2M
Employees
1
LIGHTHOUSE FINANCIAL PLANNING, LLC
CRD #114093 FOLSOM, CA
SEC
AUM
$49.3M
Employees
1
THE SOCIAL EQUITY GROUP, INC.
CRD #123747 BERKELEY, CA
SEC Disclosures
AUM
$49.3M
Employees
1
TRI-STAR FINANCIAL SERVICES LLC
CRD #148450 EL SEGUNDO, CA
SEC
AUM
$49.4M
Employees
4
STRATEGIC INVESTMENT ADVISORS, INC.
CRD #132410 LOS ANGELES, CA
SEC
AUM
$49.6M
Employees
6
WINDOWPANE ADVISORS L.L.C.
CRD #132731 SAN DIEGO, CA
SEC
AUM
$49.8M
Employees
0
BPM WEALTH ADVISORS, LLC
CRD #325909 SAN FRANCISCO, CA
SEC
AUM
$49.9M
Employees
3
BRUCK & CAINE ADVISORY INC
CRD #108339 CULVER CITY, CA
SEC
AUM
$50M
Employees
5
RICHARDS CAPITAL MANAGEMENT LLC
CRD #139896 BEVERLY HILLS, CA
SEC
AUM
$50M
Employees
5
FINANCIAL COUNSEL INC
CRD #105614 CALABASAS, CA
SEC
AUM
$50M
Employees
5
CAPITAL ASSET GROUP, INC
CRD #120829 CORONA DEL MAR, CA
SEC
AUM
$50M
Employees
5
CHAN P & CO INC
CRD #112945 LARKSPUR, CA
SEC
AUM
$50M
Employees
1
FARAH FINANCIAL SERVICES, LLC
CRD #133776 NEWPORT BEACH, CA
SEC Disclosures
AUM
$50M
Employees
1
MERRITT POINT PARTNERS LLC
CRD #298680 OAKLAND, CA
Private Funds
AUM
$50M
Employees
3
SILICON VALLEY CAPITAL MANAGEMENT
CRD #43242 SAN FRANCISCO, CA
SEC
AUM
$50M
Employees
6