RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FINANCIAL SECURITY SOLUTIONS, CORP.
CRD #124085 TARZANA, CA
SEC
AUM
$27M
Employees
1
ENVISION CAPITAL MANAGEMENT, LLC
CRD #135521 IRVINE, CA
SEC
AUM
$27M
Employees
5
STRATEGIC INCOME ADVISORS
CRD #304072 LA JOLLA, CA
SEC
AUM
$27M
Employees
1
GRAND TRUNK CAPITAL MANAGEMENT, L.P.
CRD #150962 SAN FRANCISCO, CA
Private Funds
AUM
$27M
Employees
--
MERCURY ADVISORS, LLC
CRD #113077 SANTA MONICA, CA
SEC
AUM
$27M
Employees
5
STREET ASSET MANAGEMENT, LLC
CRD #112378 CORONA DEL MAR, CA
SEC
AUM
$26.7M
Employees
5
TETRAD CAPITAL LLC
CRD #119171 LOS ANGELES, CA
SEC
AUM
$26.5M
Employees
1
COMPUTER HANDHOLDERS INC
CRD #106927 SAN DIEGO, CA
SEC
AUM
$26.5M
Employees
5
HALL & VERNAZZA CPAS
CRD #107468 RIVERSIDE, CA
SEC
AUM
$26.5M
Employees
5
BANKERS INVESTMENT COUNSELING CO INC
CRD #104844 SANTA PAULA, CA
SEC
AUM
$26.5M
Employees
5
TOPTURN FUND ADVISORS, LLC
CRD #175325 MONTEREY, CA
SEC
AUM
$26.4M
Employees
5
STELLA CAPITAL, LLC
CRD #153463 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$26.4M
Employees
1
GREGORY ADVISORS INCORPORATED
CRD #112537 HUNTINGTON BEACH, CA
SEC
AUM
$26.4M
Employees
1
MOGUL WEALTH MANAGEMENT, INC.
CRD #144711 MANHATTAN BEACH, CA
SEC
AUM
$26.4M
Employees
5
DIVERSIFIED FINANCIAL MANAGEMENT, INC.
CRD #136035 NEWPORT BEACH, CA
SEC
AUM
$26.3M
Employees
5
WILLOWBROOK ASSET MANAGEMENT, LLC
CRD #126887 LOS ANGELES, CA
SEC Private Funds
AUM
$26.3M
Employees
1
MACKE ASSET MANAGEMENT, LLC
CRD #109274 SAN FRANCISCO, CA
SEC
AUM
$26.1M
Employees
5
ANDREA EVERETT LLC
CRD #163957 DANVILLE, CA
SEC
AUM
$26M
Employees
--
ALPHA WEALTH MANAGEMENT, LLC
CRD #158608 HEMET, CA
SEC
AUM
$26M
Employees
1
TRO ADVISORS, INC.
CRD #129562 IRVINE, CA
SEC
AUM
$26M
Employees
5
COMPASS FUND MANAGEMENT, LLC
CRD #122198 SAN FRANCISCO, CA
SEC
AUM
$26M
Employees
5
BRIDGEWAY FINANCIAL ADVISORS, LLC.
CRD #109299 SAUSALITO, CA
SEC
AUM
$26M
Employees
5
CAPITAL PARTNERS, LLC
CRD #110104 PASADENA, CA
SEC
AUM
$25.8M
Employees
5
ROI CAPITAL MANAGEMENT, INC
CRD #159819 GREENBRAE, CA
SEC
AUM
$25.8M
Employees
2
Z & P INVESTMENT SERVICES, LLC
CRD #118949 IRVINE, CA
SEC
AUM
$25.7M
Employees
5