RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
INSIGHTS INVESTMENTS LLC
CRD #309727 PALO ALTO, CA
SEC
AUM
$22.9M
Employees
1
CYPRESS POINT FINANCIAL ADVISORS, LLC
CRD #169376 LAFAYETTE, CA
SEC
AUM
$22.8M
Employees
1
QUANTUM PACIFIC INVESTMENTS, LLC
CRD #147435 SAN FRANCISCO, CA
SEC
AUM
$22.5M
Employees
10
FINEBERG FINANCIAL MANAGEMENT LLC
CRD #322268 SEAL BEACH, CA
SEC
AUM
$22.4M
Employees
1
FORESTERS EQUITY SERVICES, INC.
CRD #18464 SAN DIEGO, CA
SEC
AUM
$22.2M
Employees
108
FSI CAPITAL HOLDINGS, LLC
CRD #153189 LOS ANGELES, CA
SEC Private Funds
AUM
$22.1M
Employees
1
QUILLU INC
CRD #170975 SAN FRANCISCO, CA
SEC
AUM
$22.1M
Employees
2
CARR CAPITAL MANAGEMENT, INC.
CRD #112049 PALO ALTO, CA
SEC
AUM
$22M
Employees
5
DIVERSFIED PLANNING CONCEPTS, INC
CRD #112229 SAN FRANCISCO, CA
SEC
AUM
$22M
Employees
5
TECHNOLOGY FUNDING LTD
CRD #105628 EL DORADO HILLS, CA
SEC
AUM
$21.9M
Employees
--
SBG CAPITAL MANAGEMENT INC
CRD #109863 PASADENA, CA
SEC
AUM
$21.9M
Employees
5
KEARNEY-BURCH FINANCIAL SERVICES, INC.
CRD #135156 SAN RAMON, CA
SEC
AUM
$21.7M
Employees
5
TRITON PACIFIC ADVISER, LLC
CRD #162406 LOS ANGELES, CA
Private Funds
AUM
$21.6M
Employees
7
TCW SPECIAL SITUATIONS, LLC
CRD #166286 LOS ANGELES, CA
SEC Private Funds
AUM
$21.6M
Employees
24
B. RILEY ASSET MANAGEMENT, LLC
CRD #157160 LOS ANGELES, CA
SEC Private Funds
AUM
$21.5M
Employees
7
ANDRESEN PETER GARTH
CRD #105733 SALINAS, CA
SEC
AUM
$21.5M
Employees
5
SHP LLC
CRD #109529 SAN FRANCISCO, CA
SEC
AUM
$21.3M
Employees
5
CORNERSTONE ASSET MANAGEMENT, INC.
CRD #129731 VENTURA, CA
SEC Private Funds
AUM
$21.3M
Employees
1
ADVANCED PRACTICE ADVISORS, LLC
CRD #154084 LA QUINTA, CA
SEC
AUM
$21.2M
Employees
2
ALBERT INVESTMENTS, LLC
CRD #298006 SANTA BARBARA, CA
SEC
AUM
$21M
Employees
3
JCSD CAPITAL, LLC
CRD #140064 SAN FRANCISCO, CA
SEC
AUM
$21M
Employees
5
DOUBLE FINANCE INC.
CRD #329617 SAN FRANCISCO, CA
SEC
AUM
$20.3M
Employees
5
SMARTADVISOR LLC
CRD #319690 SAN FRANCISCO, CA
SEC
AUM
$20.2M
Employees
11
HURLEY WEALTH MANAGEMENT GROUP, INC
CRD #155475 GLENDALE, CA
SEC
AUM
$20M
Employees
5
ST. CLAIRE CAPITAL MANAGEMENT, INC.
CRD #111204 GREENBRAE, CA
SEC
AUM
$20M
Employees
10