RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MALONE CAPITAL ADVISORS, LLC
CRD #167861 LA JOLLA, CA
SEC
AUM
$15M
Employees
1
HENNESSY MANAGEMENT CO LP
CRD #107904 NOVATO, CA
SEC
AUM
$15M
Employees
5
BLAYLOCK ROBERT VAN, LLC
CRD #145317 OAKLAND, CA
SEC
AUM
$15M
Employees
10
GONSALVES, RICK A.
CRD #142828 ROSEVILLE, CA
SEC
AUM
$15M
Employees
5
SKIRITAI CAPITAL LLC
CRD #130580 SAN FRANCISCO, CA
SEC
AUM
$15M
Employees
5
LIFELINE WEALTH ADVISORS, INC.
CRD #150945 WOODLAND HILLS, CA
SEC
AUM
$15M
Employees
5
CLEVERALPHA ASSET MANAGEMENT, LLC
CRD #301620 HAWTHORNE, CA
SEC
AUM
$15M
Employees
3
VALUVEST MANAGEMENT COMPANY, LLC
CRD #111465 SAN FRANCISCO, CA
SEC
AUM
$14.9M
Employees
5
AC ONE ASSET MANAGEMENT, LLC
CRD #159469 LOS ANGELES, CA
SEC
AUM
$14.8M
Employees
4
SUTTER CAPITAL MANAGEMENT, LLC
CRD #136021 ORINDA, CA
SEC Private Funds
AUM
$14.7M
Employees
1
SUNRISE CAPITAL PARTNERS LLC
CRD #162070 CARLSBAD, CA
SEC
AUM
$14.7M
Employees
7
ECHELON CAPITAL STRATEGIES, LLC
CRD #169484 OAKLAND, CA
Private Funds
AUM
$14.4M
Employees
5
SYMMETRY CAPITAL MANAGEMENT LLC
CRD #121893 SAN FRANCISCO, CA
SEC
AUM
$14M
Employees
5
GAN PRIVATE WEALTH MANAGEMENT LLC
CRD #282725 LOS ANGELES, CA
SEC
AUM
$14M
Employees
1
S & Y ASSET MANAGEMENT LLC
CRD #129754 SAN FRANCISCO, CA
SEC
AUM
$13.9M
Employees
--
MIS CAPITAL MANAGEMENT, LLC
CRD #149033 VAN NUYS, CA
SEC Private Funds
AUM
$13.9M
Employees
2
RIVONIA ROAD CAPITAL LLC
CRD #296295 LOS ANGELES, CA
SEC Private Funds
AUM
$13.8M
Employees
2
WAVEFRONT CAPITAL MANAGEMENT, LP
CRD #168746 SAN FRANCISCO, CA
SEC Private Funds
AUM
$13.8M
Employees
3
AEGIS ASSET MANAGEMENT INC
CRD #111413 ANAHEIM, CA
SEC
AUM
$13.7M
Employees
1
BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
CRD #317002 FOOTHILL RANCH, CA
SEC
AUM
$13.5M
Employees
1
DE SANTIS MANAGEMENT INTERNATIONAL
CRD #110602 NOVATO, CA
SEC
AUM
$13.5M
Employees
5
VALUEVEST MANAGEMENT COMPANY II, LLC
CRD #135365 SAN FRANCISCO, CA
SEC
AUM
$13.5M
Employees
5
AMS CAPITAL MANAGEMENT LLC
CRD #153540 SAN MATEO, CA
SEC
AUM
$13.5M
Employees
5
PEAK WEALTH ADVISORS, INC.
CRD #149922 SAN LUIS OBISPO, CA
SEC
AUM
$13.3M
Employees
5
WEALTHETIC LLC
CRD #334809 SAN DIEGO, CA
SEC
AUM
$13.2M
Employees
1