RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
TBG ADVISORY SERVICES CORPORATION
CRD #131977 NEWPORT BEACH, CA
SEC
AUM
$40M
Employees
5
PPCA, INC.
CRD #153069 SAN CLEMENTE, CA
SEC
AUM
$40M
Employees
1
WEALTHWISE LLC
CRD #111918 SAN LUIS OBISPO, CA
SEC
AUM
$40M
Employees
5
S.A.I. CAPITAL MANAGEMENT, LLC
CRD #164195 SEAL BEACH, CA
SEC
AUM
$40M
Employees
1
FORTRESS INVESTMENT ADVISORS
CRD #115276 TEMECULA, CA
SEC
AUM
$40M
Employees
10
WALSTAD INVESTMENT COUNSEL INC
CRD #107112 SANTA BARBARA, CA
SEC
AUM
$39.7M
Employees
1
SHARPE 4 CAPITAL, LLC
CRD #133627 CORTE MADERA, CA
SEC Private Funds
AUM
$39.6M
Employees
2
ACC INVESTMENT MANAGEMENT, INC.
CRD #118377 BURLINGAME, CA
SEC
AUM
$39.6M
Employees
1
ALTOS FINANCIAL MANAGEMENT LLC
CRD #107602 SAN JOSE, CA
SEC
AUM
$39.6M
Employees
1
FEMMX FINANCIAL
CRD #110578 SAN FRANCISCO, CA
SEC
AUM
$39.6M
Employees
5
CHENERY MANAGEMENT INC
CRD #119121 SAN FRANCISCO, CA
SEC
AUM
$39.4M
Employees
5
ORDERLY FINANCE, LLC
CRD #306511 WALNUT CREEK, CA
SEC
AUM
$39.4M
Employees
1
DELTA ADVISORS INC
CRD #111852 LOS ALTOS, CA
SEC
AUM
$39.3M
Employees
1
SHANLEY ASSET MANAGEMENT, INC.
CRD #132405 WESTLAKE VILLAGE, CA
SEC
AUM
$39.2M
Employees
1
FQN MANAGEMENT LLC
CRD #108389 PASADENA, CA
SEC
AUM
$39.2M
Employees
10
WALES INVESTMENTS INC
CRD #137150 SAN JOSE, CA
SEC
AUM
$39.2M
Employees
5
MONARCH CAPITAL, INC.
CRD #147990 BEVERLY HILLS, CA
SEC
AUM
$39.2M
Employees
1
DOLAN CAPITAL MANAGEMENT
CRD #107888 PALO ALTO, CA
SEC
AUM
$39.2M
Employees
5
THIRSTY HORSES GROUP, INC.
CRD #142787 LARKSPUR, CA
SEC
AUM
$39.2M
Employees
1
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
CRD #138258 RANCHO SANTA FE, CA
SEC Private Funds
AUM
$39.1M
Employees
6
DIAMOND PORTFOLIO ADVISORS, LLC
CRD #115749 LOS ANGELES, CA
SEC
AUM
$39M
Employees
5
STRONGHOLD FINANCIAL, LLC
CRD #170908 SAN DIEGO, CA
SEC
AUM
$38.9M
Employees
3
WEALTH MANAGEMENT, L.L.C.
CRD #113674 NEWPORT BEACH, CA
SEC
AUM
$38.8M
Employees
5
GIVEN CAPITAL MANAGEMENT, LLC
CRD #133975 CARMEL, CA
SEC
AUM
$38.7M
Employees
1
KURV INVESTMENT MANAGEMENT LLC
CRD #323149 SAN FRANCISCO, CA
SEC
AUM
$38.7M
Employees
3