RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CLAREMONT FINANCIAL GROUP,INC.
CRD #107806 CLAREMONT, CA
SEC
AUM
$119M
Employees
4
ST. CLAIR JR., DONALD LEE
CRD #151251 ROSEVILLE, CA
SEC
AUM
$118.5M
Employees
1
DREAMERS MANAGEMENT LLC
CRD #299919 LOS ANGELES, CA
SEC Private Funds
AUM
$118.3M
Employees
7
ENTRUST INVESTMENT SERVICES, INC
CRD #324860 CAMPBELL, CA
SEC
AUM
$118.3M
Employees
3
TANO CAPITAL, LLC
CRD #160367 SAN MATEO, CA
SEC Private Funds
AUM
$118.1M
Employees
1
NEWPORT PACIFIC MANAGEMENT INC
CRD #104886 SAN FRANCISCO, CA
SEC
AUM
$117.9M
Employees
--
SVOF/MM, LLC
CRD #132205 SANTA MONICA, CA
SEC Private Funds
AUM
$117.8M
Employees
5
HAMMER CAPITAL MANAGEMENT INC
CRD #105469 SANTA BARBARA, CA
SEC
AUM
$117.3M
Employees
10
TAMARACK CAPITAL MANAGEMENT, LLC
CRD #143298 CARLSBAD, CA
SEC Private Funds
AUM
$117M
Employees
1
KEVIN M. YOUNG FINANCIAL, INC.
CRD #145478 DAVIS, CA
SEC
AUM
$116.6M
Employees
2
COLTON WEALTH MANAGEMENT
CRD #150486 ARCADIA, CA
SEC
AUM
$116.5M
Employees
2
NEUBIESER MARK ALFRED
CRD #107858 SAN JOSE, CA
SEC
AUM
$116.4M
Employees
5
MAYA ADVISORS, INC.
CRD #144325 PALO ALTO, CA
SEC
AUM
$116.2M
Employees
1
WEALTH MANAGEMENT & BUSINESS CONCEPTS
CRD #124462 IRVINE, CA
SEC
AUM
$116.2M
Employees
3
ZERMATT WEALTH PARTNERS LLC
CRD #105736 SAN DIEGO, CA
SEC
AUM
$116M
Employees
6
HARBOR HILLS, INC.
CRD #312691 MONTECITO, CA
SEC
AUM
$116M
Employees
3
IMPACT FIDUCIARY LLC
CRD #288345 PASADENA, CA
SEC
AUM
$116M
Employees
2
PROSPETTIVA FINANCIAL LLC
CRD #148760 SAN FRANCISCO, CA
SEC
AUM
$116M
Employees
3
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
CRD #170229 SAN MATEO, CA
Private Funds Disclosures
AUM
$116M
Employees
14
COOKE WEALTH MANAGEMENT, LLC
CRD #127309 IRVINE, CA
SEC
AUM
$115.8M
Employees
3
PAINTER, SMITH AND AMBERG INC.
CRD #10865 REDLANDS, CA
SEC
AUM
$115.7M
Employees
4
ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD #123305 TORRANCE, CA
SEC
AUM
$115.5M
Employees
3
RITTMANN CAPITAL MANAGEMENT CO
CRD #108762 MORAGA, CA
SEC
AUM
$115.4M
Employees
1
FAMILY WEALTH CONSULTANTS, INC.
CRD #128494 SAN JOSE, CA
SEC Private Funds
AUM
$115.3M
Employees
6
EAGLE GROUP FINANCE LOAN CORP.
CRD #283364 LOS ANGELES, CA
SEC Private Funds
AUM
$115.2M
Employees
4