RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ORRELL CAPITAL MANAGMENT, INC.
CRD #112487 LIVERMORE, CA
SEC Private Funds
AUM
$90.9M
Employees
3
DOMUS CAPITAL GROUP, LLC
CRD #165076 AVILA BEACH, CA
SEC
AUM
$90.6M
Employees
2
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
CRD #159094 SAN DIEGO, CA
SEC
AUM
$90.5M
Employees
4
TRYPERION PARTNERS, LLC
CRD #286384 BEVERLY HILLS, CA
Private Funds
AUM
$90.3M
Employees
8
TOTAL WEALTH MANAGEMENT INC.
CRD #140503 SAN DIEGO, CA
SEC Private Funds
AUM
$90.3M
Employees
8
LAGUNITAS ASSET MANAGEMENT, LLC
CRD #166781 EL DORADO HILLS, CA
SEC
AUM
$90.2M
Employees
1
CHERNIN ELLIOTT REMER
CRD #106447 CORTE MADERA, CA
SEC
AUM
$90M
Employees
5
NOVAWAVE CAPITAL LLC
CRD #333205 MENLO PARK, CA
SEC Private Funds
AUM
$90M
Employees
5
BERGER & ASSOCIATES LLC
CRD #108487 BEVERLY HILLS, CA
SEC
AUM
$88.9M
Employees
5
SLRA, INC.
CRD #170554 DANVILLE, CA
Private Funds
AUM
$88.9M
Employees
2
WEALTHCARE ALLIANCE, INC.
CRD #127470 WESTLAKE VILLAGE, CA
SEC
AUM
$88.8M
Employees
6
LEONARD WEALTH MANAGEMENT, INC.
CRD #119719 REDONDO BEACH, CA
SEC
AUM
$88.4M
Employees
5
7 STREETS FINANCIAL, LLC
CRD #282577 SAN DIEGO, CA
SEC
AUM
$88.4M
Employees
5
PREMIER FINANCIAL PLANNING, LLP
CRD #130496 ESCONDIDO, CA
SEC
AUM
$88.3M
Employees
5
CALIFORNIA RETIREMENT PLANNERS GROUP, INC.
CRD #125337 LOS ANGELES, CA
SEC
AUM
$88M
Employees
10
DAVID N. SHORE
CRD #113582 LARKSPUR, CA
SEC
AUM
$88M
Employees
5
REFLOW MANAGEMENT CO., LLC
CRD #136130 SAN FRANCISCO, CA
SEC
AUM
$88M
Employees
--
TORO INVESTMENT PARTNERS, LP
CRD #159095 SAN FRANCISCO, CA
SEC Private Funds
AUM
$87.9M
Employees
3
HFMC CAPITAL, LLC
CRD #162668 LA JOLLA, CA
Private Funds
AUM
$87.7M
Employees
10
ROSEN REAL ESTATE SECURITIES LLC
CRD #133409 BERKELEY, CA
SEC
AUM
$87.5M
Employees
10
HEFFERNAN INVESTMENT ADVISORS, INC.
CRD #118369 SAN FRANCISCO, CA
SEC Disclosures
AUM
$87.3M
Employees
1
STEPHAN TOW AND ASSOCIATES INSURANCE SERVICES INC.
CRD #134453 SHERMAN OAKS, CA
SEC
AUM
$87.1M
Employees
5
RUBIN/CHAMBERS, DUNHILL INSURANCE SERVICES, INC.
CRD #115040 BEVERLY HILLS, CA
SEC
AUM
$87M
Employees
--
AVP ADVISORS, LLC
CRD #154269 SHERMAN OAKS, CA
SEC Private Funds
AUM
$86.6M
Employees
4
STEWART J INVESTMENTS
CRD #105379 SAN FRANCISCO, CA
SEC
AUM
$86.5M
Employees
10