RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MAXWELL NOLL INC
CRD #6918 PASADENA, CA
SEC
AUM
$103.4M
Employees
3
ABUNDANT WEALTH PARTNERS, LLC
CRD #317221 SANTA BARBARA, CA
SEC
AUM
$103.2M
Employees
2
UNCOMMON CAPITAL, LLC
CRD #226622 NEWCASTLE, CA
SEC
AUM
$103.2M
Employees
1
NANCY ABRAMS & ASSOCIATES, INC.
CRD #112369 BEVERLY HILLS, CA
SEC
AUM
$103.1M
Employees
5
DIPSEA CAPITAL, LLC
CRD #257787 MILL VALLEY, CA
SEC Private Funds
AUM
$103M
Employees
5
PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD #172356 WALNUT CREEK, CA
SEC
AUM
$102.9M
Employees
3
A&M INVESTMENT MANAGEMENT
CRD #125126 SAN DIEGO, CA
SEC
AUM
$102.7M
Employees
5
SIKORSKI WEALTH MANAGEMENT, LLC
CRD #312805 SAN DIEGO, CA
SEC
AUM
$102.7M
Employees
2
MCCULLOUGH & ASSOCIATES LLC
CRD #133794 SAN FRANCISCO, CA
SEC
AUM
$102.5M
Employees
6
BAYHUNT CAPITAL LLC
CRD #333514 MILL VALLEY, CA
SEC Private Funds
AUM
$102.4M
Employees
1
MAINO JAMES FREDERICK
CRD #104980 AVILA BEACH, CA
SEC
AUM
$102.4M
Employees
3
CHANGING PARAMETERS, LLC
CRD #132551 LOS ALTOS, CA
SEC
AUM
$102.3M
Employees
3
WERLEMANN SECURITIES LLC
CRD #317777 NEWPORT BEACH, CA
SEC
AUM
$102.2M
Employees
1
DACHTLER WEALTH ADVISORS, LLC
CRD #335863 FOLSOM, CA
SEC
AUM
$102.2M
Employees
1
NORTH BAY WEALTH MANAGEMENT
CRD #285523 PETALUMA, CA
SEC
AUM
$102.1M
Employees
2
KLOSTERMAN CAPITAL CORP
CRD #110941 CARLSBAD, CA
SEC
AUM
$102.1M
Employees
5
THE TAX PRACTICE, INC.
CRD #133433 SAN JOSE, CA
SEC
AUM
$102.1M
Employees
2
OPUS PRIVATE WEALTH GROUP, LLC
CRD #171317 ORANGE, CA
SEC
AUM
$102M
Employees
2
COBURN BARRETT, LLC
CRD #166464 SAN FRANCISCO, CA
SEC Private Funds
AUM
$101.9M
Employees
4
OMNIQUEST CAPITAL, LLC
CRD #124393 LOS ANGELES, CA
Private Funds
AUM
$101.8M
Employees
1
ROYAL PALMS CAPITAL, LLC
CRD #135304 ROLLING HILLS EST., CA
SEC
AUM
$101.1M
Employees
1
AUTILUS PARTNERS LLC
CRD #322882 SANTA MONICA, CA
SEC
AUM
$101M
Employees
4
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD
CRD #110428 SAN DIEGO, CA
SEC
AUM
$100.7M
Employees
6
THIELEN CAPITAL CORPORATION
CRD #169139 LADERA RANCH, CA
SEC
AUM
$100.4M
Employees
1
CLEARVIEW INVESTMENT PARTNERS, LLC
CRD #150046 COSTA MESA, CA
SEC
AUM
$100.4M
Employees
3