RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WELTY/SOLARI CAPITAL ADVISORS LLC
CRD #140961 LAFAYETTE, CA
SEC
AUM
$42M
Employees
5
LIFE&WEALTH ADVISORS, INC.
CRD #135292 WALNUT CREEK, CA
SEC
AUM
$42M
Employees
5
MYVEST CORPORATION
CRD #128321 SAN FRANCISCO, CA
SEC
AUM
$41.7M
Employees
--
HOWARD M. BORRIS & COMPANY, INC.
CRD #104709 BEVERLY HILLS, CA
SEC
AUM
$41.7M
Employees
10
JPL FINANCIAL INC
CRD #107540 LA JOLLA, CA
SEC
AUM
$41.6M
Employees
5
HENRY, FREDERICK, INSULL
CRD #111351 TORRANCE, CA
SEC
AUM
$41.3M
Employees
5
KEN GROSS FINANCIAL, INC.
CRD #127924 THOUSAND OAKS, CA
SEC
AUM
$41.3M
Employees
1
OPIS ADVISORS, INC.
CRD #134349 BELL CANYON, CA
SEC
AUM
$41.1M
Employees
1
AAD CAPITAL MANAGEMENT L.P.
CRD #134246 SOLANA BEACH, CA
SEC Private Funds
AUM
$41.1M
Employees
1
BEDROCK CAPITAL MANAGEMENT INC
CRD #104637 LOS ALTOS, CA
SEC
AUM
$40.9M
Employees
5
ALDRIDGE ROBERT JOHN
CRD #105015 LAGUNA HILLS, CA
SEC
AUM
$40.9M
Employees
1
EDDY FINANCIAL, LLC
CRD #290208 SANTA MONICA, CA
SEC
AUM
$40.8M
Employees
2
VELLUM FINANCIAL, LLC
CRD #149909 ARROYO GRANDE, CA
SEC
AUM
$40.7M
Employees
9
WEALTH STRATEGIES GROUP
CRD #316461 HUNTINGTON BEACH, CA
SEC
AUM
$40.7M
Employees
3
TRUE BEARING ASSET MANAGEMENT LP
CRD #133457 SAN FRANCISCO, CA
SEC
AUM
$40.6M
Employees
5
COLCHIS CAPITAL MANAGEMENT, LLC
CRD #138510 SAN FRANCISCO, CA
SEC
AUM
$40.3M
Employees
5
MW INVESTMENT STRATEGY
CRD #118433 EL DORADO HILLS, CA
SEC
AUM
$40.3M
Employees
6
GOLDEY CAPITAL LLC
CRD #155948 CALABASAS, CA
SEC
AUM
$40.2M
Employees
1
PLATO'S PHILOSOPHY, LLC
CRD #319564 VENTURA, CA
SEC
AUM
$40.2M
Employees
6
ATHENS CAPITAL MANAGEMENT LLC
CRD #120821 SANTA BARBARA, CA
SEC
AUM
$40.1M
Employees
5
CASICO ASSET MANAGEMENT, LLC
CRD #175493 CENTURY CITY, CA
SEC
AUM
$40M
Employees
2
WESTERN PACIFIC CAPITAL MANAGEMENT, LLC
CRD #119429 DEL MAR, CA
SEC Private Funds Disclosures
AUM
$40M
Employees
1
ASI INVESTMENTS, LLC
CRD #138617 LAFAYETTE, CA
SEC
AUM
$40M
Employees
5
EMBARCADERO CAPITAL ADVISORS
CRD #329285 LAGUNA HILLS, CA
SEC
AUM
$40M
Employees
3
FOUR CORNERS CAPITAL MANAGEMENT, LLC
CRD #116647 LOS ANGELES, CA
SEC
AUM
$40M
Employees
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