RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BARAJAS, LOUIS (NMN)
CRD #130912 SANTA FE SPRINGS, CA
SEC
AUM
$50.9M
Employees
6
ROI CAPITAL MANAGEMENT INC
CRD #109069 GREENBRAE, CA
SEC
AUM
$50.8M
Employees
5
STONE & YOUNGBERG LLC
CRD #795 SAN FRANCISCO, CA
SEC Disclosures
AUM
$50.3M
Employees
51
WILKINSON OWEN T & ASSOCIATES INC
CRD #105027 MONROVIA, CA
SEC
AUM
$50.3M
Employees
1
49 PALMS VENTURES MANAGEMENT, LLC
CRD #339401 PALO ALTO, CA
SEC Private Funds
AUM
$50.2M
Employees
3
ARCH PEREGOFF, INC.
CRD #129630 LA JOLLA, CA
SEC
AUM
$50.1M
Employees
5
GLOBAL FIXED INCOME PARTNERS,LLC.
CRD #126186 NEWPORT BEACH, CA
SEC
AUM
$50M
Employees
10
RICHARDS CAPITAL MANAGEMENT LLC
CRD #139896 BEVERLY HILLS, CA
SEC
AUM
$50M
Employees
5
FINANCIAL COUNSEL INC
CRD #105614 CALABASAS, CA
SEC
AUM
$50M
Employees
5
CAPITAL ASSET GROUP, INC
CRD #120829 CORONA DEL MAR, CA
SEC
AUM
$50M
Employees
5
CHAN P & CO INC
CRD #112945 LARKSPUR, CA
SEC
AUM
$50M
Employees
1
FARAH FINANCIAL SERVICES, LLC
CRD #133776 NEWPORT BEACH, CA
SEC Disclosures
AUM
$50M
Employees
1
MERRITT POINT PARTNERS LLC
CRD #298680 OAKLAND, CA
Private Funds
AUM
$50M
Employees
3
SILICON VALLEY CAPITAL MANAGEMENT
CRD #43242 SAN FRANCISCO, CA
SEC
AUM
$50M
Employees
6
ENABLE CAPITAL MANAGEMENT, LLC
CRD #119572 SAN FRANCISCO, CA
SEC
AUM
$50M
Employees
5
BRUCK & CAINE ADVISORY INC
CRD #108339 CULVER CITY, CA
SEC
AUM
$50M
Employees
5
BPM WEALTH ADVISORS, LLC
CRD #325909 SAN FRANCISCO, CA
SEC
AUM
$49.9M
Employees
3
WINDOWPANE ADVISORS L.L.C.
CRD #132731 SAN DIEGO, CA
SEC
AUM
$49.8M
Employees
0
STRATEGIC INVESTMENT ADVISORS, INC.
CRD #132410 LOS ANGELES, CA
SEC
AUM
$49.6M
Employees
6
TRI-STAR FINANCIAL SERVICES LLC
CRD #148450 EL SEGUNDO, CA
SEC
AUM
$49.4M
Employees
4
THE SOCIAL EQUITY GROUP, INC.
CRD #123747 BERKELEY, CA
SEC Disclosures
AUM
$49.3M
Employees
1
LIGHTHOUSE FINANCIAL PLANNING, LLC
CRD #114093 FOLSOM, CA
SEC
AUM
$49.3M
Employees
1
GREAT GABLE PARTNERS, LP
CRD #133184 SAN FRANCISCO, CA
Private Funds
AUM
$49.2M
Employees
1
WHITE, DAVID PHIPPS
CRD #111321 SAN DIEGO, CA
SEC
AUM
$49.2M
Employees
5
JADWIN PARTNERS, LLC
CRD #167048 BURLINGAME, CA
SEC Private Funds
AUM
$49.1M
Employees
1