RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
JEEREDDI INVESTMENTS, LP
CRD #158075 GLENDALE, CA
Private Funds
AUM
$109.2M
Employees
2
INSIGHT WEALTH STRATEGIES, LP
CRD #151437 IRVINE, CA
SEC
AUM
$109.2M
Employees
2
MARTIN THOMAS WEALTH MANAGEMENT, LLC
CRD #148465 PALO ALTO, CA
SEC
AUM
$108.9M
Employees
5
WOLFGANG CAPITAL LLC
CRD #283525 TEMECULA, CA
SEC
AUM
$108.6M
Employees
5
TERRAFIRMA WEALTH PARTNERS LLC
CRD #331568 WALNUT CREEK, CA
SEC
AUM
$108.6M
Employees
3
RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD #112814 MILL VALLEY, CA
SEC
AUM
$108.3M
Employees
1
CLEAR RETIREMENT ADVICE LLC
CRD #292667 SAN MATEO, CA
SEC
AUM
$108.2M
Employees
1
LEWIS FINANCIAL, LLC
CRD #170324 SAN LUIS OBISPO, CA
SEC
AUM
$108.1M
Employees
3
DUNCAN DAVID ALFRED
CRD #106724 BURLINGAME, CA
SEC
AUM
$108.1M
Employees
5
FULLERTON ADVISORS, LLC
CRD #148880 DANVILLE, CA
SEC
AUM
$108.1M
Employees
1
ATLAS FINANCIAL ADVISORS, INC.
CRD #160276 OROVILLE, CA
SEC
AUM
$107.8M
Employees
2
SPECTRUM CAPITAL MANAGEMENT
CRD #105830 AUBURN, CA
SEC
AUM
$107.7M
Employees
1
SHEPHERD STREET ADVISORS LLC
CRD #306021 LARKSPUR, CA
SEC
AUM
$107.6M
Employees
2
LENDINGCLUB ASSET MANAGEMENT, LLC
CRD #155460 SAN FRANCISCO, CA
SEC Private Funds
AUM
$107.4M
Employees
16
VIEW RIDGE CAPITAL MANAGEMENT, LP
CRD #282877 SAN FRANCISCO, CA
Private Funds
AUM
$107.1M
Employees
3
21 WEST WEALTH MANAGEMENT LLC
CRD #304532 TUSTIN, CA
SEC
AUM
$106.9M
Employees
2
AFA ADVISOR SERVICES LLC
CRD #129104 CALABASAS, CA
SEC
AUM
$106.8M
Employees
--
MORGENTHALER MANAGEMENT CORPORATION
CRD #161509 PORTOLA VALLEY, CA
Private Funds
AUM
$106.7M
Employees
14
WEALTH QUEST PARTNERS, INC.
CRD #173545 SAN DIEGO, CA
SEC
AUM
$106.6M
Employees
3
OPEN INVEST CO.
CRD #269997 SAN FRANCISCO, CA
SEC
AUM
$106.4M
Employees
34
NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD #148056 SANTA CRUZ, CA
SEC
AUM
$106.3M
Employees
3
STANLEY F. GREEN, LLC
CRD #136729 LARKSPUR, CA
SEC
AUM
$106.2M
Employees
2
INDIVIDUAL ASSET MANAGEMENT, INC
CRD #123418 SAN MATEO, CA
SEC
AUM
$106M
Employees
5
SKY VISION WEALTH MANAGEMENT CORP.
CRD #317320 IRVINE, CA
SEC
AUM
$106M
Employees
2
WEALTH COMPASS FINANCIAL, INC.
CRD #290139 CARLSBAD, CA
SEC
AUM
$105.8M
Employees
2