RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PEAK INVESTMENT SOLUTIONS, LLC
CRD #134846 ROSEVILLE, CA
SEC
AUM
$35.1M
Employees
1
GAINSBOROUGH FINANCIAL CONSULTANTS, INC.
CRD #124990 LOS ANGELES, CA
SEC
AUM
$35.1M
Employees
6
ARIA PARTNERS GP, LLC
CRD #116022 LOS ANGELES, CA
SEC
AUM
$35M
Employees
4
THE MONROE TEAM, INC
CRD #168574 BURLINGAME, CA
SEC
AUM
$35M
Employees
3
A T FUNDS, LLC
CRD #132479 HUNTINGTON BEACH, CA
SEC
AUM
$35M
Employees
5
SPRINGBOARD PLANNING AND ADVISORY GROUP, INC.
CRD #113811 IRVINE, CA
SEC
AUM
$35M
Employees
5
PROFESSIONAL PLANNING COUNSEL, INC.
CRD #109340 LA JOLLA, CA
SEC
AUM
$35M
Employees
1
FFR ADVISORY LLC
CRD #108602 SEAL BEACH, CA
SEC
AUM
$35M
Employees
6
BERGER ASSET MANAGEMENT, INC.
CRD #132945 TURLOCK, CA
SEC
AUM
$35M
Employees
1
SHELDON, KIRK ROY
CRD #130841 SAN DIEGO, CA
SEC
AUM
$35M
Employees
1
COAST WEALTH MANAGEMENT, INC.
CRD #129090 SAN CLEMENTE, CA
SEC
AUM
$34.9M
Employees
1
PACIFIC GROWTH EQUITY MANAGEMENT, LLC
CRD #136592 SAN FRANCISCO, CA
SEC
AUM
$34.7M
Employees
5
STRATEGIC ADVISORY SERVICES INC
CRD #107837 ORINDA, CA
SEC
AUM
$34.6M
Employees
5
ODYSSEY VALUE ADVISORS, LLC
CRD #112141 SAN FRANCISCO, CA
SEC
AUM
$34.6M
Employees
5
BENNING FINANCIAL GROUP, LLC
CRD #136256 FAIRFIELD, CA
SEC
AUM
$34.5M
Employees
1
ROOD FINANCIAL, LLC
CRD #290771 WOODLAND HILLS, CA
SEC
AUM
$34.4M
Employees
2
HILLCREST WELLS ADVISORS, LLC
CRD #152502 PASEDENA, CA
SEC
AUM
$34.4M
Employees
10
JEANCO FINANCIAL,INC
CRD #112361 IRVINE, CA
SEC
AUM
$34M
Employees
1
PENSION PERFORMANCE ADVISORS, LLC
CRD #140352 LAGUNA HILLS, CA
SEC
AUM
$34M
Employees
5
ILIE BRENNAN CAPITAL MANAGEMENT LLC
CRD #107466 LOS ANGELES, CA
SEC
AUM
$34M
Employees
5
THE TUSCAN GROUP, L.P.
CRD #119803 SAN FRANCISCO, CA
SEC
AUM
$34M
Employees
5
BAKER JENSEN INVESTMENT ADVISORS, LLC
CRD #115086 SAN JUAN CAPISTRANO, CA
SEC
AUM
$34M
Employees
1
CASEY THOMAS CLARK
CRD #107459 NEWPORT BEACH, CA
SEC
AUM
$33.9M
Employees
5
FUND OF FUNDS INVESTOR GROUP INC
CRD #107140 BEVERLY HILLS, CA
SEC
AUM
$33.9M
Employees
5
SEAPLANE PARTNERS, LLC
CRD #289789 MILL VALLEY, CA
SEC
AUM
$33.8M
Employees
3