RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BOURKE WEALTH MANAGEMENT
CRD #297957 SANTA BARBARA, CA
SEC
AUM
$121.5M
Employees
4
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD #134098 THOUSAND OAKS, CA
SEC
AUM
$121.3M
Employees
2
MONTGOMERY TAYLOR & COMPANY, LLC
CRD #121987 SANTA ROSA, CA
SEC
AUM
$121.2M
Employees
21
TOTAL WEALTH SERVICES, LLC
CRD #331833 WESTLAKE VILLAGE, CA
SEC
AUM
$121.2M
Employees
3
CHRONICLE ADVISORS LLC
CRD #281806 SANTA BARBARA, CA
SEC
AUM
$121.1M
Employees
2
KONDO WEALTH ADVISORS, LLC
CRD #134998 PASADENA, CA
SEC
AUM
$121.1M
Employees
7
KLEIN FINANCIAL ADVISORS, INC.
CRD #128910 NEWPORT BEACH, CA
SEC
AUM
$121M
Employees
2
LIEBAU ASSET MANAGEMENT CO., LLC
CRD #128043 PASADENA, CA
SEC
AUM
$120.8M
Employees
5
FAIRCHILD FINANCIAL ADVISORS, INC.
CRD #165434 FOLSOM, CA
SEC
AUM
$120.7M
Employees
4
AII CAPITAL MANAGEMENT, LLC
CRD #299674 MOORPARK, CA
SEC Private Funds
AUM
$120.5M
Employees
1
TRYPERION HOLDINGS LLC
CRD #329349 BEVERLY HILLS, CA
SEC Private Funds
AUM
$120.5M
Employees
9
EVERY SECURITIES LLC
CRD #333167 SACRAMENTO, CA
SEC
AUM
$120.4M
Employees
2
LIFE STRATEGIES, INC.
CRD #167732 LA JOLLA, CA
SEC
AUM
$120.4M
Employees
2
WHITMAN CAPITAL, LLC
CRD #138813 PALO ALTO, CA
SEC
AUM
$120.3M
Employees
5
IBAA
CRD #283263 SAN BERNARDINO, CA
SEC
AUM
$120.2M
Employees
11
CYPRESS CAPITAL MANAGEMENT GP LLC
CRD #149129 SAN FRANCISCO, CA
SEC Private Funds
AUM
$120.1M
Employees
4
STERLING WEALTH MANAGEMENT GROUP, INC.
CRD #155166 CARLSBAD, CA
SEC
AUM
$120M
Employees
1
FORT MASON CAPITAL LLC
CRD #139025 S.F., CA
SEC
AUM
$120M
Employees
10
PARIAX, LLC
CRD #301474 NEWPORT BEACH, CA
SEC
AUM
$119.4M
Employees
3
DEDICATED CAPITAL ADVISORS, LLC
CRD #168132 SAN FRANCISCO, CA
SEC
AUM
$119.2M
Employees
2
FREC ADVISERS LLC
CRD #325982 SAN FRANCISCO, CA
SEC
AUM
$119.2M
Employees
4
PARADOR ASSET MANAGEMENT, LLC
CRD #155035 SAN FRANCISCO, CA
SEC Private Funds
AUM
$119.2M
Employees
3
MARIN CAPITAL PARTNERS LP
CRD #110079 SAN RAFAEL, CA
SEC
AUM
$119M
Employees
--
NEW CITY INVESTMENTS LLC
CRD #171887 CAMPBELL, CA
SEC
AUM
$119M
Employees
2
MIKLES/MILLER MANAGEMENT, INC.
CRD #107663 LOS ANGELES, CA
SEC
AUM
$119M
Employees
10