RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GSG CAPITAL ADVISORS, LLC
CRD #130179 CARLSBAD, CA
SEC Private Funds
AUM
$72.2M
Employees
1
NEW SHERIDAN ADVISORS, INC.
CRD #150140 NEWPORT BEACH, CA
SEC
AUM
$72M
Employees
1
BARDIN FINANCIAL SERVICES INC
CRD #108494 JACKSON, CA
SEC
AUM
$71.5M
Employees
6
PACIFIC ADVISORY CAPITAL GROUP, LLC
CRD #297601 LOS ANGELES, CA
SEC
AUM
$71.1M
Employees
3
HOMEWOOD CAPITAL MANAGEMENT, INC.
CRD #134542 DANVILLE, CA
SEC
AUM
$71.1M
Employees
1
DOWSE SECURITIES MANAGEMENT CORP
CRD #107331 NAPA, CA
SEC
AUM
$71M
Employees
1
JAFFE ASSET MANAGEMENT LLC
CRD #108082 BEVERLY HILLS, CA
SEC
AUM
$70.8M
Employees
1
BLUM CAPITAL PARTNERS LP
CRD #106226 SAN FRANCISCO, CA
SEC Private Funds
AUM
$70.7M
Employees
12
OWEN JOSEPH ASSET MANAGEMENT CORP
CRD #107604 SAN DIEGO, CA
SEC
AUM
$70.2M
Employees
5
ALPHA TITANS LLC
CRD #145740 SANTA BARBARA, CA
SEC Private Funds
AUM
$70.1M
Employees
1
CAPITAL REGION FINANCIAL GROUP, LLC
CRD #154990 FOLSOM, CA
SEC
AUM
$70.1M
Employees
2
CALIFORNIA WEALTH MANAGEMENT GROUP
CRD #133810 CULVER CITY, CA
SEC
AUM
$70M
Employees
5
GENDREAU & ASSOCIATES, INC.
CRD #144378 MONARCH BEACH, CA
SEC
AUM
$70M
Employees
5
CRECERA FINANCE MANAGEMENT COMPANY, LLC
CRD #139338 SAN FRANCISCO, CA
SEC
AUM
$70M
Employees
5
ALKANZA INC.
CRD #173625 SAN FRANCISCO, CA
SEC
AUM
$69.8M
Employees
8
7X7 ASSET MANAGEMENT LLC
CRD #138012 SAN FRANCISCO, CA
SEC
AUM
$69.5M
Employees
5
OUTRIDER MANAGEMENT, L.L.C.
CRD #130152 HALF MOON BAY, CA
Private Funds
AUM
$69.3M
Employees
2
RICHEY ADVISORS, INC.
CRD #136005 FULLERTON, CA
SEC
AUM
$69.2M
Employees
1
RAISIN CAPITAL MANAGEMENT LLC
CRD #109645 SAN FRANCISCO, CA
SEC
AUM
$69.2M
Employees
5
LOVELESS & CO INC
CRD #105411 SAN FRANCISCO, CA
SEC
AUM
$69M
Employees
5
HANNA CAPITAL MANAGEMENT INC
CRD #109461 NEWPORT BEACH, CA
SEC
AUM
$68.8M
Employees
5
GPS CAPITAL MANAGEMENT, LLC
CRD #136330 BURLINGAME, CA
SEC
AUM
$68.8M
Employees
2
SANTARA WEALTH MANAGEMENT LLC
CRD #333780 SAN DIEGO, CA
SEC
AUM
$68.7M
Employees
2
RITTER BRUCE CHARLES
CRD #107474 SAN RAFAEL, CA
SEC
AUM
$68.4M
Employees
1
PRIVATE PORTFOLIO, INC.
CRD #36644 LA JOLLA, CA
SEC
AUM
$68.2M
Employees
6