RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
POSITIVE DELTA ASSET MANAGEMENT LLC
CRD #134775 LOS ANGELES, CA
SEC
AUM
$20M
Employees
1
CITY-CORE CAPITAL, LLC
CRD #129651 SAN FRANCISCO, CA
SEC
AUM
$20M
Employees
5
ATHENA ASSET MANAGEMENT & RESEARCH, LLC
CRD #132909 SAN FRANCISCO, CA
SEC
AUM
$20M
Employees
1
DAVENPORT CAPITAL MANAGEMENT, LLC
CRD #159785 SAN RAFAEL, CA
SEC
AUM
$20M
Employees
--
DEFENSIVE PORTFOLIO MANAGEMENT
CRD #120515 SANTA MONICA, CA
SEC
AUM
$20M
Employees
5
LIFE WEALTH MANAGEMENT INCORPORATED
CRD #130431 VALENCIA, CA
SEC
AUM
$19.5M
Employees
5
MAERISLAND CAPITAL, LLC
CRD #159599 NEWPORT BEACH, CA
SEC Private Funds
AUM
$19.5M
Employees
--
JDC CAPITAL, LLC
CRD #130736 SAN FRANCISCO, CA
SEC
AUM
$19.4M
Employees
5
PERMANENT VALUE INC.
CRD #118024 SAN DIEGO, CA
SEC
AUM
$19.3M
Employees
1
HARBINGER ASSET MANAGEMENT, LLC
CRD #146811 RIVERSIDE, CA
SEC
AUM
$19.2M
Employees
1
BUECHLER CAPITAL ASSET MANAGEMENT, LLC
CRD #139600 LA JOLLA, CA
SEC Private Funds
AUM
$19.1M
Employees
1
ETHIKA INVESTMENTS, LLC
CRD #166214 LOS ANGELES, CA
SEC Private Funds
AUM
$18.9M
Employees
2
WEBER CAPITAL MANAGEMENT LLC
CRD #109624 SAN FRANCISCO, CA
SEC
AUM
$18.8M
Employees
5
PRIMARY FUNDS, LLC
CRD #121218 SAN RAFAEL, CA
SEC
AUM
$18.8M
Employees
0
MCF/NV ASSET MANAGEMENT, LLC
CRD #139996 SAN FRANCISCO, CA
SEC
AUM
$18.5M
Employees
10
RALPH HENRY CECHETTINI, DBA, CIM PORTFOLIO ADVISORS
CRD #107723 SAN FRANCISCO, CA
SEC
AUM
$18.4M
Employees
5
SIVIA CAPITAL INVESTMENTS, LLC
CRD #178529 SAN FRANCISCO, CA
SEC Private Funds
AUM
$18.2M
Employees
2
WI MUTUAL FUNDS, LLC
CRD #151248 NOVATO, CA
SEC
AUM
$18.2M
Employees
5
NAOMI RUTH MONSCHEIN
CRD #108375 MODESTO, CA
SEC
AUM
$18M
Employees
5
YARASH GLOBAL SOLUTIONS INC.
CRD #335185 GLENDALE, CA
SEC
AUM
$18M
Employees
1
MCKEE & ASSOCIATES
CRD #109195 IRVINE, CA
SEC
AUM
$18M
Employees
5
FINANCIAL COUNSELING RESOURCES LLC
CRD #108743 LOS ALAMITOS, CA
SEC
AUM
$18M
Employees
1
KIRBY, STEVEN EARLE
CRD #118185 TORRANCE, CA
SEC
AUM
$17.6M
Employees
5
MONETARY MANAGEMENT CORPORATION
CRD #131584 SAN FRANCISCO, CA
SEC
AUM
$17.6M
Employees
5
SANTA BARBARA QUANTITATIVE STRATEGIES, LLC
CRD #133683 SANTA BARBARA, CA
SEC
AUM
$17.4M
Employees
5