RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BEACH CITIES WEALTH MANAGEMENT, LLC
CRD #158373 MANHATTAN BEACH, CA
SEC
AUM
$49M
Employees
1
AVENUE ADVISORS, LLC
CRD #122233 SAN DIEGO, CA
SEC
AUM
$48.5M
Employees
1
REGAL ADVISORY SERVICES, INC.
CRD #119445 WOODLAND HILLS, CA
SEC
AUM
$48.2M
Employees
6
DELURGIO NICHOLAS DAVID
CRD #107561 SCOTTS VALLEY, CA
SEC
AUM
$48.2M
Employees
1
ELM MONEY MANAGEMENT LLC
CRD #149891 IRVINE, CA
SEC
AUM
$48.1M
Employees
1
PRIVATE EQUITY INVESTMENTS, INC.
CRD #123527 NEWPORT BEACH, CA
SEC
AUM
$47.9M
Employees
5
WHELAN CAPITAL MANAGEMENT, INC.
CRD #107216 PALO ALTO, CA
SEC
AUM
$47.9M
Employees
5
MULLEN ADVISORY, INC.
CRD #109646 LOS ANGELES, CA
SEC
AUM
$47.7M
Employees
1
PALADIN CAPITAL MANAGEMENT, LLC
CRD #113256 SAN FRANCISCO, CA
SEC
AUM
$47.6M
Employees
1
PRINCIPLY, INC.
CRD #281813 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
20
CLARKSDALE CAPITAL, LLC
CRD #127937 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
5
OSMIUM PARTNERS, LLC
CRD #122535 SAN FRANCISCO, CA
SEC
AUM
$47.5M
Employees
5
THE INVESTMENT & MONEY MANAGMENT GROUP, INC.
CRD #109289 TUSTIN, CA
SEC
AUM
$47.4M
Employees
5
MMGC INC.
CRD #120243 PALM DESERT, CA
SEC
AUM
$47.3M
Employees
1
ALDER CAPITAL, LLC
CRD #118963 SAN DIEGO, CA
SEC
AUM
$47M
Employees
5
VFG ADVISORS, INC.
CRD #150370 SANTA MONICA, CA
SEC
AUM
$47M
Employees
11
THE PORTOLA GROUP INC
CRD #105359 ST. HELENA, CALIFORNIA, CA
SEC
AUM
$47M
Employees
1
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
CRD #160322 LOS ANGELES, CA
SEC Disclosures
AUM
$46.9M
Employees
4
TRANSGLOBAL ADVISORY, LLC
CRD #168709 MONROVIA, CA
SEC Private Funds
AUM
$46.8M
Employees
29
FITECH ASSET MANAGEMENT LP
CRD #111261 SAN FRANCISCO, CA
SEC
AUM
$46.8M
Employees
5
GRIDLEY ASSOCIATES INC.
CRD #131258 SAN FRANCISCO, CA
SEC
AUM
$46.5M
Employees
1
WAMU INVESTMENTS, INC.
CRD #599 IRVINE, CA
SEC
AUM
$46.5M
Employees
--
AUGUSTUS WEALTH, LLC
CRD #317189 MANHATTAN BEACH, CA
SEC
AUM
$46.3M
Employees
5
ULTRA BLUE CAPITAL, LLC
CRD #316247 SAN JOSE, CA
Private Funds
AUM
$46.3M
Employees
6
INFLECTION PARTNERS, LLC
CRD #132921 SAN FRANCISCO, CA
SEC Private Funds
AUM
$46.2M
Employees
3