RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HAMMER ASSET MANAGEMENT LLC
CRD #106121 AUBURN, CA
SEC
AUM
$28.3M
Employees
2
WESTERN ANNUITY SERVICES, INC.
CRD #131689 SAN FRANCISCO, CA
SEC
AUM
$28.2M
Employees
1
NORTH CAPITAL LLC
CRD #108402 SAN FRANCISCO, CA
SEC
AUM
$28.1M
Employees
5
VIDA PRIVATE WEALTH LLC
CRD #308575 PASADENA, CA
SEC
AUM
$28.1M
Employees
2
DIVERSIFIED CAPITAL MANAGEMENT, LLC
CRD #144648 ARROYO GRANDE, CA
SEC
AUM
$28M
Employees
5
CENTRICITY FINANCIAL LLC
CRD #145561 NEWPORT BEACH, CA
SEC
AUM
$28M
Employees
5
AP-FINANCIAL LLC
CRD #334805 MOUNTAIN VIEW, CA
SEC
AUM
$27.9M
Employees
1
CONNERS CAPITAL MANAGEMENT INC
CRD #107792 DEL MAR, CA
SEC
AUM
$27.9M
Employees
5
CARLSON, WILLIAM NORMAN
CRD #121264 BELMONT, CA
SEC
AUM
$27.8M
Employees
1
ELITE INVESTMENT TEAM LLC
CRD #296922 SAN DIEGO, CA
SEC
AUM
$27.8M
Employees
24
VII PEAKS CAPITAL LLC
CRD #153825 SANTA MONICA, CA
SEC Private Funds Disclosures
AUM
$27.6M
Employees
1
SIERRA ASSET MANAGEMENT, LLC
CRD #132684 IRVINE, CA
SEC
AUM
$27.5M
Employees
10
PACIFIC CAPITAL PLANNING COMPANY
CRD #111096 SANTA BARBARA, CA
SEC
AUM
$27.5M
Employees
5
ALTERNATIVE ACCESS FUNDS, LLC
CRD #305210 EL SEGUNDO, CA
SEC
AUM
$27.5M
Employees
1
ALSIN CAPITAL MANAGEMENT, INC.
CRD #117343 ESCONDIDO, CA
SEC
AUM
$27.5M
Employees
1
OAK TREE SECURITIES, INC.
CRD #18126 WALNUT CREEK, CA
SEC
AUM
$27.4M
Employees
--
HILLTOP ADVISORS, LLC
CRD #119584 SAN FRANCISCO, CA
SEC
AUM
$27.4M
Employees
1
INVESTMENT SELECTION & MANAGEMENT
CRD #112695 REDDING, CA
SEC
AUM
$27.3M
Employees
5
CONCERT CAPITAL MANAGEMENT, INC
CRD #158763 SAN JOSE, CA
SEC Disclosures
AUM
$27.3M
Employees
6
BAYSIDE FINANCIAL, LLC
CRD #44211 WALNUT CREEK, CA
SEC
AUM
$27.3M
Employees
5
COMPREHENSIVE WEALTH MANAGEMENT, INC.
CRD #152822 FOLSOM, CA
SEC
AUM
$27.2M
Employees
5
VALUEACT SMALLCAP MANAGEMENT, L.P.
CRD #154245 SAN FRANCISCO, CA
SEC Private Funds
AUM
$27.2M
Employees
4
ALPHASTREAM CAPITAL MANAGEMENT LLC
CRD #135084 LAFAYETTE, CA
SEC
AUM
$27.2M
Employees
5
JEFFERIES ADVISERS INC
CRD #108075 LOS ANGELES, CA
SEC
AUM
$27.2M
Employees
--
DAAT ASSET MANAGEMENT
CRD #141469 WESTLAKE VILLAGE, CA
SEC
AUM
$27M
Employees
5