RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
UNION FINANCIAL PARTNERS, SAN FRANCISCO
CRD #132112 SAN FRANCISCO, CA
SEC
AUM
$17.1M
Employees
5
PRIME ADVISORS INC.
CRD #112661 BEVERLY HILLS, CA
SEC
AUM
$17M
Employees
5
WEALTH MANAGEMENT, LLC
CRD #133732 NEWPORT BEACH, CA
SEC
AUM
$17M
Employees
5
TECHNOLOGY FUNDING INC
CRD #110316 EL DORADO HILLS, CA
SEC
AUM
$16.7M
Employees
--
SOTEIRA CAPITAL, LLC
CRD #154586 IRVINE, CA
SEC Private Funds
AUM
$16.7M
Employees
3
STORIE ADVISORS, L.L.C.
CRD #110224 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$16.7M
Employees
6
HANSCH FINANCIAL GROUP, LLC
CRD #133020 SAN JUAN CAPISTRANO, CA
SEC
AUM
$16.6M
Employees
5
TORREY CAPITAL, LLC
CRD #122257 SAN DIEGO, CA
SEC
AUM
$16.4M
Employees
5
SUMMIT REAL ESTATE ADVISORS LLC
CRD #109861 PT RICHMOND, CA
SEC
AUM
$16.4M
Employees
5
TRAVIS ALLEN INC.
CRD #326407 NEWPORT BEACH, CA
SEC
AUM
$16.3M
Employees
4
LANCASTER CAPITAL MANAGEMENT, LLC
CRD #146447 BURLINGAME, CA
SEC
AUM
$16.3M
Employees
5
SORENSEN WEALTH MANAGEMENT, INC.
CRD #154940 WEST LAKE VILLAGE, CA
SEC
AUM
$16.2M
Employees
5
DELTA GLOBAL ADVISORS, INC.
CRD #141109 HUNTINGTON BEACH, CA
SEC
AUM
$16M
Employees
10
OPPORTUNITY RESEARCH GROUP, LLC
CRD #132402 LOS ANGELES, CA
SEC
AUM
$16M
Employees
5
AGG ASSET MANAGEMENT, LLC
CRD #154846 WESTLAKE VILLAGE, CA
SEC
AUM
$16M
Employees
5
ARK WEALTH ADVISORS, LLC
CRD #309396 YORBA LINDA, CA
SEC
AUM
$16M
Employees
1
SVIM / MSM, LLC
CRD #120196 SANTA MONICA, CA
SEC
AUM
$15.9M
Employees
5
WATERMARK PARTNERS LLC
CRD #109324 SAUSLITO, CA
SEC
AUM
$15.8M
Employees
5
ANFIELD ADVISORS, LLC
CRD #167638 NEWPORT BEACH, CA
SEC
AUM
$15.7M
Employees
6
GORDIAN CAPITAL MANAGEMENT, LLC
CRD #337799 MILL VALLEY, CA
SEC Private Funds
AUM
$15.5M
Employees
5
COMMERICAL CAPITAL BANK, FSB
CRD #111400 IRVINE, CA
SEC
AUM
$15.5M
Employees
--
PERCY E. BOLTON ASSOCIATES, INC.
CRD #116174 PASADENA, CA
SEC
AUM
$15.5M
Employees
5
HERON ADVISORY INC.
CRD #327608 SAN FRANCISCO, CA
SEC
AUM
$15.3M
Employees
17
MBR CAPITAL MANAGEMENT, INC.
CRD #155229 BAKERSFIELD, CA
SEC
AUM
$15.3M
Employees
5
FG MANAGEMENT LLC
CRD #107210 DEL MAR, CA
SEC
AUM
$15M
Employees
5