RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WEALTH MANAGEMENT GROUP, LLP
CRD #119660 IRVINE, CA
SEC
AUM
$80.4M
Employees
1
VIEWPOINT INVESTMENT PARTNERS
CRD #109282 SAN DIEGO, CA
SEC
AUM
$80.3M
Employees
5
PLATINUM CAPITAL MANAGEMENT (USA) LLC
CRD #139979 LOS ANGELES, CA
SEC
AUM
$80M
Employees
2
CRYSTAL ASSET MANAGEMENT, LLC
CRD #111067 SAN FRANCISCO, CA
SEC
AUM
$79.6M
Employees
10
PLEASANTON FINANCIAL ADVISORS, LLC
CRD #132160 PLEASANTON, CA
SEC
AUM
$79.6M
Employees
6
LEYLEGIAN INVESTMENT MANAGEMENT, INC
CRD #107232 SOUTH SAN FRANCISCO, CA
SEC
AUM
$79.5M
Employees
5
RS CRUM, INC.
CRD #105415 NEWPORT BEACH, CA
SEC
AUM
$79.2M
Employees
10
SEASIDE ADVISORY SERVICES, INC.
CRD #289985 CARLSBAD, CA
SEC
AUM
$79M
Employees
4
BROXTON CAPITAL ADVISORS
CRD #136914 LOS ANGELES, CA
SEC
AUM
$78.8M
Employees
1
JACOB ASSET MANAGEMENT OF NEW YORK LLC
CRD #112006 HERMOSA BEACH, CA
SEC
AUM
$78.5M
Employees
4
INDEPENDENT FINANCIAL ADVISORS LLC
CRD #109404 RIVERSIDE, CA
SEC
AUM
$78.4M
Employees
1
WELZ FINANCIAL SERVICES, INC.
CRD #144489 STOCKTON, CA
SEC
AUM
$78.3M
Employees
1
THALASSA CAPITAL LLC
CRD #139707 SANTA MONICA, CA
SEC
AUM
$78.1M
Employees
3
O.C. GROUP, INC.
CRD #111897 CITRUS HEIGHTS, CA
SEC
AUM
$77.9M
Employees
10
KPLANS INVESTMENT SERVICES, INC.
CRD #135704 VALENCIA, CA
SEC
AUM
$77.5M
Employees
5
HENNEY WEALTH MANAGEMENT INC.
CRD #154824 LOS ANGELES, CA
SEC Disclosures
AUM
$77M
Employees
1
STONERISE CAPITAL MANAGEMENT, LLC
CRD #156747 SAN FRANCISCO, CA
Private Funds
AUM
$77M
Employees
2
WANDA L. HERSHBERGER
CRD #113822 BREA, CA
SEC
AUM
$77M
Employees
5
TAMALPAIS MANAGEMENT GROUP, L.P.
CRD #132020 MILL VALLEY, CA
SEC
AUM
$77M
Employees
5
CROSSPOINT CAPITAL STRATEGIES, LLC
CRD #150212 ORINDA, CA
SEC
AUM
$77M
Employees
2
TRIAD INVESTMENT MANAGEMENT, LLC
CRD #146786 NEWPORT BEACH, CA
SEC
AUM
$76.9M
Employees
2
CLARK AARON COHEN
CRD #105148 LOS ANGELES, CA
SEC
AUM
$76.5M
Employees
2
BB&R WEALTH MANAGEMENT, INC.
CRD #125918 WALNUT CREEK, CA
SEC
AUM
$76.5M
Employees
5
OKLO FINANCIAL, LLC
CRD #127435 SAN RAFAEL, CA
SEC
AUM
$76.5M
Employees
1
CROCKER SECURITIES LLC
CRD #119523 WALNUT CREEK, CA
SEC
AUM
$76.4M
Employees
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