RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
EPLANET CAPITAL GROUP HOLDINGS LLC
CRD #297681 SAN JOSE, CA
Private Funds
AUM
$100.3M
Employees
7
CONNECTIVE CAPITAL MANAGEMENT, LLC
CRD #161099 PALO ALTO, CA
SEC Private Funds
AUM
$100.3M
Employees
10
KMCP ADVISORS II, LLC
CRD #160673 SAN DIEGO, CA
Private Funds
AUM
$100.3M
Employees
2
MOSAIC ASSET MANAGEMENT, L.P.
CRD #119821 SAN FRANCISCO, CA
SEC
AUM
$100M
Employees
10
RIDGEPOINT ASSET MANAGEMENT LLC
CRD #159120 SAN FRANCISCO, CA
SEC Private Funds
AUM
$100M
Employees
1
W3 PROPERTIES LLC
CRD #160003 SAN RAFAEL, CA
SEC Private Funds
AUM
$100M
Employees
--
STARMONT ASSET MANAGEMENT, LLC
CRD #118637 SAN RAMON, CA
SEC
AUM
$100M
Employees
1
COBEY JACOBSON & GORDON INC
CRD #113261 PASADENA, CA
SEC
AUM
$99.4M
Employees
1
CAPITAL SYNERGY PARTNERS, INC.
CRD #148733 NEWPORT BEACH, CA
SEC
AUM
$99.2M
Employees
21
THE WEALTH MANAGEMENT ALLIANCE LLC
CRD #169026 SAN JOSE, CA
SEC
AUM
$99.2M
Employees
4
ARDA CAPITAL MANAGEMENT LLC
CRD #163875 SAN FRANCISCO, CA
SEC Private Funds
AUM
$99.1M
Employees
6
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
CRD #106962 GLENDALE, CA
SEC
AUM
$98.9M
Employees
12
PACIFIC WEALTH ADVISORY SERVICES LLC
CRD #330888 DANVILLE, CA
SEC
AUM
$98.7M
Employees
2
BOWMAN & COMPANY, LLP
CRD #113562 STOCKTON, CA
SEC
AUM
$98.5M
Employees
--
ENDURANT CAPITAL MANAGEMENT LP
CRD #168707 SAN MATEO, CA
SEC Private Funds
AUM
$98.3M
Employees
1
BELDEN AND ASSOCIATES
CRD #126696 SAN FRANCISCO, CA
SEC
AUM
$98.3M
Employees
5
NAVITAS WEALTH ADVISORS, INC.
CRD #110737 SAN FRANCISCO, CA
SEC
AUM
$98.2M
Employees
6
GOODSTEIN WEALTH MANAGEMENT LLC
CRD #282910 ENCINO, CA
SEC
AUM
$97.9M
Employees
2
LOWE ENTERPRISES INVESTMENT MANAGEMENT INC
CRD #106206 LOS ANGELES, CA
SEC
AUM
$97.4M
Employees
--
PEDICORD WEALTH MANAGEMENT, LLC
CRD #314931 ROCKLIN, CA
SEC
AUM
$97.4M
Employees
2
COGNIZANT WEALTH ADVISORS, LLC
CRD #162374 PALO ALTO, CA
SEC
AUM
$97.3M
Employees
2
PARALLAX CAPITAL PARTNERS, LLC
CRD #167159 WEST HOLLYWOOD, CA
Private Funds
AUM
$97.2M
Employees
10
VALUE MONITORING, INC
CRD #106056 MENLO PARK, CA
SEC Private Funds
AUM
$97.1M
Employees
8
GLT WEALTH ADVISORS INC
CRD #109102 CARLSBAD, CA
SEC
AUM
$97M
Employees
5
PACIFIC RIM CAPITAL MANAGEMENT, LLC
CRD #288857 IRVINE, CA
SEC Private Funds
AUM
$97M
Employees
6