RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MERIDIAN CAPITAL MANAGEMENT INC
CRD #108131 SEAL BEACH, CA
SEC
AUM
$97M
Employees
1
DELAROCHE & CO INC
CRD #110073 GLENDALE, CA
SEC Private Funds
AUM
$96.6M
Employees
1
CHARLESWORTH & RUGG INC
CRD #104839 WOODLAND HILLS, CA
SEC
AUM
$96.5M
Employees
8
GREENE, FRANK PERRY
CRD #113509 CORTE MADERA, CA
SEC
AUM
$96.2M
Employees
5
UNITED CAPITAL INVESTMENT ADVISERS, INC
CRD #134627 NEWPORT BEACH, CA
SEC
AUM
$96M
Employees
10
CONCENTRIC CAPITAL LLC
CRD #150141 BEVERLY HILLS, CA
SEC
AUM
$95.8M
Employees
1
BEVERLY INVESTMENT ADVISORS LLC
CRD #124038 BEVERLY HILLS, CA
SEC
AUM
$95.6M
Employees
1
GLAZE CAPITAL MANAGEMENT, INC.
CRD #111885 LOS ALTOS, CA
SEC
AUM
$95.6M
Employees
1
SUNSTONE ADVISORS, LLC
CRD #324002 IRVINE, CA
SEC Private Funds
AUM
$95.6M
Employees
19
PARVEST ASSET MANAGEMENT, INC.
CRD #118044 GREENBRAE, CA
SEC
AUM
$95.3M
Employees
5
GROSSMAN, LAWRENCE I
CRD #128566 BENICIA, CA
SEC
AUM
$95.2M
Employees
4
ARCHITECT EQUITY MANAGEMENT, LLC
CRD #328703 EL SEGUNDO, CA
SEC Private Funds
AUM
$95.1M
Employees
17
BRONWOOD MANAGEMENT CORP
CRD #109932 CARPINTERIA, CA
SEC
AUM
$94.9M
Employees
1
KAILAI ADVISERS LTD.
CRD #161692 LOS ANGELES, CA
SEC Private Funds
AUM
$94.7M
Employees
16
CULLINGTON HILL ADVISORS, INC.
CRD #110609 SAN DIEGO, CA
SEC
AUM
$94.7M
Employees
10
MANHATTAN WEALTH ADVISORS, INC.
CRD #131650 MANHATTAN BEACH, CA
SEC
AUM
$94.5M
Employees
3
SAGENT WEALTH MANAGEMENT
CRD #147890 LAGUNA BEACH, CA
SEC
AUM
$93.9M
Employees
3
MARSHALLA ASSET MANAGEMENT, LLC
CRD #123371 LOS ALTOS, CA
SEC
AUM
$93.3M
Employees
1
CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT, INC.
CRD #112194 OAKLAND, CA
SEC
AUM
$93.3M
Employees
5
LEGACY CAPITAL MANAGEMENT INC
CRD #106823 ROSEVILLE, CA
SEC Private Funds
AUM
$92.9M
Employees
6
THE KINNEY GROUP, LLC
CRD #168329 PASADENA, CA
SEC
AUM
$92.7M
Employees
1
CENTARA CAPITAL MANAGEMENT GROUP, INC.
CRD #114880 SAN DIEGO, CA
SEC Private Funds
AUM
$92.5M
Employees
11
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
CRD #132777 SAN RAMON, CA
SEC
AUM
$92.4M
Employees
5
CGKL VENTURES, LLC
CRD #118872 EL SEGUNDO, CA
SEC
AUM
$92M
Employees
--
KILONOVA CAPITAL LLC
CRD #323293 SAN FRANCISCO, CA
SEC
AUM
$91M
Employees
8