RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
TRIATTO CAPITAL MANAGEMENT, L.P.
CRD #139084 SAN FRANCISCO, CA
SEC
AUM
$76.2M
Employees
5
TAMALPAIS ASSET MANAGEMENT, L.P.
CRD #141286 SAUSALITO, CA
SEC
AUM
$75.8M
Employees
6
FRANCIS CAPITAL MANAGEMENT, LLC
CRD #130165 SANTA MONICA, CA
SEC Private Funds
AUM
$75.7M
Employees
4
LUCRUM CAPITAL, LLC
CRD #128407 SAN FRANCISCO, CA
SEC
AUM
$75.5M
Employees
5
SABAL CAPITAL MANAGEMENT, LLC
CRD #154146 SANTA MONICA, CA
SEC Private Funds
AUM
$75.4M
Employees
3
LEGACY FINANCIAL GROUP, LLC
CRD #115901 TORRANCE, CA
SEC
AUM
$75.4M
Employees
9
PREMIER FINANCIAL MANAGEMENT, LLC
CRD #126103 EL SEGUNDO, CA
SEC
AUM
$75M
Employees
5
EXOS ADVISORS, LLC
CRD #151631 SAN FRANCISCO, CA
SEC
AUM
$75M
Employees
10
LAVA CREEK CAPITAL MANAGEMENT, LLC
CRD #165536 SAN FRANCISCO, CA
SEC
AUM
$74.6M
Employees
2
SEEL & WRIGHT, LLC
CRD #114076 PLEASANT HILL, CA
SEC
AUM
$74.5M
Employees
1
CAMERON, MURPHY & SPANGLER, INC.
CRD #6864 PASADENA, CA
SEC Disclosures
AUM
$74.3M
Employees
1
QUANTUM WEALTH MANAGEMENT LLC
CRD #136213 CULVER CITY, CA
SEC
AUM
$74.2M
Employees
5
FOX, ROGER BENNETT
CRD #129367 ENCINO, CA
SEC
AUM
$74.2M
Employees
2
MARKS THERIOT WALSTON & COMPANY, INC.
CRD #152694 LOS ANGELES, CA
SEC
AUM
$74.1M
Employees
1
STRATA CAPITAL MANAGEMENT LP
CRD #140700 BEVERLY HILLS, CA
SEC Private Funds
AUM
$74M
Employees
6
ACCOUNTANTS FINANCIAL ALLIANCE, INC.
CRD #109187 CALABASAS, CA
SEC
AUM
$73.9M
Employees
10
SHORR ALAN LEE
CRD #110006 CALABASAS, CA
SEC
AUM
$73.9M
Employees
5
LIBERTY GROUP, LLC
CRD #114110 OAKLAND, CA
SEC
AUM
$73.8M
Employees
5
BERGQUIST WANG, LLC
CRD #167570 SANTA BARBARA, CA
SEC
AUM
$73.5M
Employees
4
MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD #132553 LA JOLLA, CA
SEC
AUM
$73.2M
Employees
3
ASSET PRESERVATION STRATEGIES, INC.
CRD #113516 SAN DIEGO, CA
SEC
AUM
$73M
Employees
1
PRESCIENT CAPITAL LLC
CRD #109407 SAN FRANCISCO, CA
SEC
AUM
$72.9M
Employees
5
WESTBOURNE CAPITAL MANAGEMENT LLC
CRD #108735 LOS ANGELES, CA
SEC
AUM
$72.8M
Employees
5
HUMPHREYS HENRIETTA GROUP
CRD #104657 SAN FRANCISCO, CA
SEC
AUM
$72.6M
Employees
5
FABIAN FINANCIAL SERVICES INC
CRD #104758 NEWPORT BEACH, CA
SEC
AUM
$72.3M
Employees
10