RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ZEFF HOLDING COMPANY, LLC
CRD #138873 SAN FRANCISCO, CA
SEC
AUM
$55.9M
Employees
5
KIT COLE INVESTMENT ADVISORY SERVICES
CRD #105018 SAN RAFAEL, CA
SEC
AUM
$55.8M
Employees
10
PONDER, RANDALL SCOTT
CRD #113439 HALF MOON BAY, CA
SEC
AUM
$55.4M
Employees
1
SPITFIRE CAPITAL LLC
CRD #143766 MILL VALLEY, CA
SEC Private Funds
AUM
$55.2M
Employees
4
HACKETHAL, GREGG, DESMOND
CRD #151428 SANTA BARBARA, CA
SEC
AUM
$55.1M
Employees
1
PDV FINANCIAL MANAGEMENT
CRD #120205 LOS ANGELES, CA
SEC
AUM
$55.1M
Employees
5
STERLING WOOD FINANCIAL LLC
CRD #108132 SAN MATEO, CA
SEC
AUM
$55M
Employees
10
IRI INVESTMENT, LLC
CRD #114699 IRVINE, CA
SEC
AUM
$55M
Employees
5
MONT PELERIN CAPITAL, LLC
CRD #139020 IRVINE, CA
Private Funds
AUM
$55M
Employees
5
TECHNOVISION MANAGEMENT LLC
CRD #138984 LOS ALTOS, CA
SEC
AUM
$55M
Employees
5
JOHNSON LYNDA ANN
CRD #104835 PACIFIC GROVE, CA
SEC
AUM
$55M
Employees
1
CORE INVESTMENT MANAGEMENT
CRD #157758 SAN DIEGO, CA
SEC
AUM
$55M
Employees
1
CONVERGENT WEALTH ADVISORS, LLC
CRD #143719 CALIFORNIA, CA
Private Funds
AUM
$54.9M
Employees
2
MONOCOT WEALTH MANAGEMENT, LLC
CRD #282687 WESTLAKE VILLAGE, CA
SEC
AUM
$54.9M
Employees
2
ALM ADVISORS, INC.
CRD #112350 PASADENA, CA
SEC
AUM
$54.6M
Employees
1
QUEST CAPITAL STRATEGIES, INC.
CRD #16783 LAKE FOREST, CA
SEC Disclosures
AUM
$54.6M
Employees
7
CAPITAL STRATEGIES & INVESTMENTS, INC.
CRD #112813 SAN FRANCISCO, CA
SEC
AUM
$54.5M
Employees
1
MCCOMSEY ASSET MANAGEMENT, LLC
CRD #138223 LOS ANGELES, CA
SEC Private Funds
AUM
$54.4M
Employees
1
NET EQUITY INSURANCE & INVESTMENTS, INC.
CRD #108444 BURLINGAME, CA
SEC
AUM
$54.4M
Employees
10
ELY PRUDENT PORTFOLIOS, LLC
CRD #142681 CHICO, CA
SEC
AUM
$54.2M
Employees
1
PLANTOOLS, LLC
CRD #123101 EMERYVILLE, CA
SEC
AUM
$54M
Employees
5
BOWEN JOHN CHARLES
CRD #106448 CORONADO, CA
SEC
AUM
$53.7M
Employees
1
R.J. HEALY & COMPANY
CRD #134470 LAFAYETTE, CA
SEC
AUM
$53.6M
Employees
1
BLEECK FINANCIAL MANAGEMENT, INC.
CRD #132124 BURLINGAME, CA
SEC
AUM
$53.6M
Employees
1
BAKER STREET CAPITAL MANAGEMENT, LLC
CRD #160775 LOS ANGELES, CA
Private Funds
AUM
$53.5M
Employees
3