RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ENDURING WEALTH ADVISORS, LLC
CRD #323320 TEMECULA, CA
SEC
AUM
$111.8M
Employees
4
KB FINANCIAL ADVISORS LLC
CRD #134374 SAN FRANCISCO, CA
SEC
AUM
$111.7M
Employees
3
MCM ADVISERS, LP
CRD #110656 ORINDA, CA
SEC Private Funds
AUM
$111.7M
Employees
2
VIDA WEALTH PARTNERS, INC.
CRD #140824 SANTA BARBARA, CA
SEC
AUM
$111.5M
Employees
1
GRACIAN CAPITAL LLC
CRD #328687 SOLANA BEACH, CA
Private Funds
AUM
$111.3M
Employees
3
OXLEY, HARRY KEIR
CRD #136373 SAN FRANCISCO, CA
SEC
AUM
$111.2M
Employees
1
RAMA CAPITAL PARTNERS, LLC
CRD #166347 CALABASAS, CA
SEC
AUM
$111.1M
Employees
2
BLUE SPARROW PARTNERS LP
CRD #291440 SAN FRANCISCO, CA
Private Funds
AUM
$111M
Employees
3
CLARION ADVISORS INC.
CRD #131081 AUBURN, CA
SEC
AUM
$110.9M
Employees
2
ALPHA VISION CAPITAL MANAGEMENT LLC
CRD #137966 SAN FRANCISCO, CA
SEC
AUM
$110.9M
Employees
5
OCEAN AVENUE CAPITAL ADVISORS, INC.
CRD #147637 SANTA MONICA, CA
SEC Private Funds
AUM
$110.9M
Employees
2
PROCORE ADVISORS, LLC
CRD #289037 NEWPORT BEACH, CA
SEC
AUM
$110.9M
Employees
5
RED MOUNTAIN CAPITAL PARTNERS LLC
CRD #154236 LOS ANGELES, CA
SEC Private Funds
AUM
$110.9M
Employees
3
PARAGON ASSET MANAGEMENT INC.
CRD #107863 ORINDA, CA
SEC
AUM
$110.7M
Employees
2
CAVU WEALTH ADVISORS, LLC
CRD #151361 WALNUT CREEK, CA
SEC
AUM
$110.7M
Employees
3
GALLAGHER WEALTH MANAGEMENT, INC
CRD #161266 DANVILLE, CA
SEC
AUM
$110.6M
Employees
3
SASSER INVESTMENT MANAGEMENT, INC.
CRD #110886 OAKLAND, CA
SEC
AUM
$110.5M
Employees
3
IFC AND INSURANCE MARKETING, INC.
CRD #283976 AUBURN, CA
SEC
AUM
$110.3M
Employees
7
INVESTMENT MANAGERS GROUP, LLC
CRD #164203 TEMECULA, CA
SEC
AUM
$110.1M
Employees
2
SERENDIPEQUITY, LLC
CRD #283174 SAUSALITO, CA
SEC Private Funds
AUM
$110M
Employees
2
LION CAPITAL MANAGEMENT, LLC
CRD #121226 SAN FRANCISCO, CA
SEC
AUM
$109.8M
Employees
10
BERESH, PATRICK MICHAEL
CRD #137495 LARKSPUR, CA
SEC
AUM
$109.8M
Employees
1
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
CRD #175015 TORRANCE, CA
SEC
AUM
$109.4M
Employees
6
THE PLANNERS NETWORK, INC.
CRD #108355 TEMECULA, CA
SEC
AUM
$109.4M
Employees
11
SIPHRON CAPITAL MANAGEMENT
CRD #107098 BEVERLY HILLS, CA
SEC Private Funds
AUM
$109.2M
Employees
4