RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MUTUAL SECURITIES INC. OF CALIFORNIA
CRD #13092 CAMARILLO, CA
SEC Disclosures
AUM
$38.6M
Employees
11
FINANCIAL SOLUTIONS GROUP LLC
CRD #141007 LONG BEACH, CA
SEC
AUM
$38.5M
Employees
1
HARVESTWISE WEALTH LLC
CRD #333146 ESCONDIDO, CA
SEC
AUM
$38.3M
Employees
1
MAZZON JUSTIN SPENCER
CRD #108798 LARKSPUR, CA
SEC Disclosures
AUM
$38.3M
Employees
1
ALUPKA ASSET MANAGEMENT, L.L.C.
CRD #127005 SAN FRANCISCO, CA
SEC
AUM
$38.2M
Employees
5
SCOBY ALAN ZOOK
CRD #111214 POINT REYES STATION, CA
SEC
AUM
$38.2M
Employees
1
INDUSINO RESEARCH & MANAGEMENT, LLC
CRD #136666 SAN FRANCISCO, CA
SEC
AUM
$38.1M
Employees
5
GSB CAPITAL, LLC
CRD #124706 SAN FRANCISCO, CA
SEC
AUM
$38M
Employees
5
CAPITAL MANAGEMENT PARTNERS, LLC
CRD #154337 PASADENA, CA
SEC
AUM
$38M
Employees
5
MILLER FLEMING & ASSOCIATES
CRD #104923 SAN FRANCISCO, CA
SEC
AUM
$38M
Employees
1
ODYSSEY ADVISORS LLC
CRD #108186 LOS ANGELES, CA
SEC
AUM
$37.8M
Employees
5
CLBI INVESTMENTS INC
CRD #105703 WALNUT CREEK, CA
SEC
AUM
$37.6M
Employees
1
PACIFIC MOUNTAIN ADVISORS, INC.
CRD #112822 SCOTTS VALLEY, CA
SEC
AUM
$37.6M
Employees
1
GAVRICH, ROBERT JAN
CRD #134456 SAN FRANCISCO, CA
SEC
AUM
$37.5M
Employees
5
WEST COAST ASSET MANAGEMENT,INC.
CRD #111982 MONTECITO, CA
SEC Private Funds
AUM
$37.4M
Employees
3
INTEGRATED ASSET MANAGEMENT, LLC
CRD #108244 MENLO PARK, CA
SEC
AUM
$37.4M
Employees
5
VOLT WEALTH MANAGEMENT, LLC
CRD #152837 SAN DIEGO, CA
SEC
AUM
$37.3M
Employees
1
GLOBAL ALPHA ALLIANCE LTD
CRD #139798 SANTA BARBARA, CA
SEC
AUM
$37.2M
Employees
--
WESTLAKE FINANCIAL ADVISORS LLC
CRD #140667 WESTLAKE VILLAGE, CA
SEC
AUM
$37M
Employees
1
RILEY INVESTMENT MANAGEMENT LLC
CRD #112708 LOS ANGELES, CA
SEC
AUM
$36.9M
Employees
5
IMPERIAL ASSET MANAGEMENT INC
CRD #112771 LOS ANGELES, CA
SEC
AUM
$36.9M
Employees
5
STEVEN A. NOROIAN & ASSOCIATES, INC.
CRD #110654 LAFAYETTE, CA
SEC
AUM
$36.8M
Employees
1
MADDOX, BILLY, DOUGLAS JR
CRD #128413 VISALIA, CA
SEC
AUM
$36.5M
Employees
1
RANDY MEYER INVESTMENT MANAGEMENT, LLC
CRD #150707 YUBA CITY, CA
SEC
AUM
$36.5M
Employees
5
HAYES & ASSOCIATES ACCOUNTANCY CORP
CRD #108064 CORONADO, CA
SEC
AUM
$36.4M
Employees
1