RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CRANE ASSET MANAGEMENT, LLC
CRD #127964 BEVERLY HILLS, CA
SEC
AUM
$68M
Employees
1
F500 ADVISORY SERVICES, INC.
CRD #107519 NEWPORT BEACH, CA
SEC Private Funds
AUM
$68M
Employees
3
MILLAR, TIMOTHY, PATRICK
CRD #136334 FREMONT, CA
SEC
AUM
$68M
Employees
1
BLACK DOG INVESTMENTS, INC.
CRD #112688 PALO ALTO, CA
SEC
AUM
$67.8M
Employees
5
BITWISE INVESTMENT MANAGER, LLC
CRD #317943 SAN FRANCISCO, CA
SEC Private Funds
AUM
$67.8M
Employees
11
LYDON ASSET MANAGEMENT INC
CRD #108854 IRVINE, CA
SEC
AUM
$67.6M
Employees
1
TRIEQUA CAPITAL CORP
CRD #13101 IRVINE, CA
SEC
AUM
$67.6M
Employees
5
COMPASS ADVISORS INC
CRD #105041 SAN DIEGO, CA
SEC
AUM
$67.4M
Employees
--
HOLLAND PARK CAPITAL ADVISORS, LLC
CRD #108730 SAN FRANCISCO, CA
SEC
AUM
$67.3M
Employees
5
FINANCIAL PERSPECTIVES
CRD #111240 PLEASANTON, CA
SEC
AUM
$66.5M
Employees
1
SOUTHWEST VALUE PARTNERS ENTERPRISE LLC
CRD #161582 SAN DIEGO, CA
SEC Private Funds
AUM
$66.4M
Employees
34
CLASSIC PORTFOLIO MANAGEMENT INC
CRD #104696 MENLO PARK, CA
SEC
AUM
$66.4M
Employees
5
TRW INVESTMENTS, LLC
CRD #145901 LOS ANGELES, CA
SEC
AUM
$66.3M
Employees
1
CAPITAL INVESTMENT MANAGEMENT, LLC
CRD #150705 ROSEVILLE, CA
SEC
AUM
$66.2M
Employees
4
LAGUNA FINANCIAL GROUP, INC.
CRD #151691 LAGUNA BEACH, CA
SEC
AUM
$66.1M
Employees
1
BROMAN & GREIG ASSET MANAGEMENT, LLC
CRD #130494 SANTA MONICA, CA
SEC
AUM
$66M
Employees
1
BABCOCK & BROWN INVESTMENT ADVISER LLC
CRD #113909 SAN FRANCISCO, CA
SEC
AUM
$65.9M
Employees
5
PLEXUS FINANCIAL GROUP, INC.
CRD #111641 LAKE FOREST, CA
SEC
AUM
$65.9M
Employees
1
SKOWRUP C E & CO
CRD #108456 WESTLAKE VILLAGE, CA
SEC
AUM
$65.8M
Employees
1
WINCHESTER CAPITAL MANAGEMENT
CRD #111065 LOS ANGELES, CA
SEC
AUM
$65.8M
Employees
5
CARRUTHERS, BRIAN, ROGER
CRD #131140 LAGUNA BEACH, CA
SEC
AUM
$65.6M
Employees
1
QUALIFIED PLAN ADVISORY, LLC
CRD #135324 COSTA MESA, CA
SEC
AUM
$65M
Employees
1
FORD THOMAS FRANCIS
CRD #105063 MOUNTAIN VIEW, CA
SEC
AUM
$65M
Employees
5
ALPINE GLOBAL INVESTMENTS, INC.
CRD #129670 SAN FRANCISCO, CA
SEC
AUM
$65M
Employees
5
THE BLAKELEY GROUP, INC.
CRD #150066 SANTA CLARA, CA
SEC Disclosures
AUM
$65M
Employees
1