RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
IRONCREST CAPITAL MANAGEMENT LLC
CRD #310022 SANTA BARBARA, CA
SEC
AUM
$25.3M
Employees
1
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
CRD #134563 VENTURA, CA
SEC
AUM
$25.1M
Employees
3
DECISION CAPITAL MANAGEMENT, LLC
CRD #117330 LA JOLLA, CA
SEC
AUM
$25.1M
Employees
5
MAIA LAURA MCGEHEE
CRD #113643 SAN RAFAEL, CA
SEC
AUM
$25.1M
Employees
1
PLATINUM GLOBAL ADVISORS, LLC
CRD #157643 BEVERLY HILLS, CA
SEC
AUM
$25M
Employees
1
NAVITAS CAPITAL GP, LLC
CRD #163721 BEVERLY HILLS, CA
Private Funds
AUM
$25M
Employees
2
ROUSH INVESTMENTS, LLC
CRD #151288 FRESNO, CA
SEC
AUM
$25M
Employees
1
ADVANTAGE ASSET MANAGEMENT, INC.
CRD #111203 IRVINE, CA
SEC
AUM
$25M
Employees
1
MIDDLEMARCH CAPITAL LLC
CRD #141431 KENTFIELD, CA
SEC
AUM
$25M
Employees
5
STEVE GARRETT AND ASSOCIATES,INC.
CRD #126791 MONROVIA, CA
SEC
AUM
$25M
Employees
3
SHORELINE INVESTMENT MANAGEMENT CO
CRD #112531 PALO ALTO, CA
SEC
AUM
$25M
Employees
4
KEVIAN CAPITAL MANAGEMENT LLC
CRD #133032 SAN FRANCISCO, CA
SEC
AUM
$25M
Employees
5
CARION CAPITAL LLC
CRD #157831 SANTA MONICA, CA
SEC
AUM
$25M
Employees
1
BRAYPARK WEALTH MANAGEMENT
CRD #334880 COSTA MESA, CA
SEC
AUM
$24.6M
Employees
4
NIGHTINGALE, JERRY
CRD #137496 PALO ALTO, CA
SEC
AUM
$24.6M
Employees
1
PALLAS INVESTMENT PARTNERS, L.P.
CRD #109592 SAN FRANCISCO, CA
Private Funds
AUM
$24.6M
Employees
3
DUNVEGAN ASSOCIATES INC
CRD #108603 SANTA BARBARA, CA
SEC
AUM
$24.2M
Employees
0
THE INSPIRED COMPANY, LLC
CRD #297550 EL SEGUNDO, CA
SEC
AUM
$24M
Employees
2
KENSINGTON AMI, LLC
CRD #145898 STUDIO CITY, CA
SEC
AUM
$24M
Employees
5
ROSEN CAPITAL MANAGEMENT LLC
CRD #109281 SANTA MONICA, CA
SEC
AUM
$23.7M
Employees
5
ALPHATRAI FUNDS INC.
CRD #318658 CORTE MADERA, CA
SEC
AUM
$23.6M
Employees
6
ZINVEST FINANCIAL SERVICE LLC
CRD #297563 ANAHEIM, CA
SEC
AUM
$23.5M
Employees
3
WCM CAPITAL, INC.
CRD #136413 LOS ANGELES, CA
SEC
AUM
$23.5M
Employees
5
HOTOVEC, POMERANZ & CO., INC.
CRD #41178 SAN FRANCISCO, CA
SEC
AUM
$23.5M
Employees
5
ADVISORY CONSULTING GROUP LLC
CRD #142666 ALAMEDA, CA
SEC
AUM
$23.2M
Employees
2