RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ATLAS WEALTH MANAGEMENT GROUP, LLC
CRD #173161 LAGUNA HILLS, CA
SEC Private Funds
AUM
$13.2M
Employees
2
FUNDAMENTAL INVESTMENT ADVISORS, LLC
CRD #148133 SAN FRANCISCO, CA
SEC
AUM
$13.2M
Employees
5
ARTIS CAPITAL MANAGEMENT, L.P.
CRD #130612 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$13.2M
Employees
6
MWM 1835, LLC
CRD #169912 LA JOLLA, CA
SEC
AUM
$13.1M
Employees
9
LUMEN ADVISORS, LLC
CRD #120200 SAN FRANSCISCO, CA
SEC
AUM
$13.1M
Employees
5
QUINTES FINANCIAL SERVICES, LLC
CRD #284960 WATSONVILLE, CA
SEC
AUM
$13M
Employees
3
ARGOS GLOBAL ADVISORS, LLC
CRD #287672 SANTA BARBARA, CA
SEC Private Funds
AUM
$13M
Employees
3
HABADAH, FRANCIS DELLA
CRD #154560 SANTA MONICA, CA
SEC
AUM
$13M
Employees
5
RUBEY & RUST CAPITAL MANAGEMENT
CRD #109652 WALNUT CREEK, CA
SEC
AUM
$13M
Employees
5
LIFETIME PLANNING, INC.
CRD #111784 CAMARILLO, CA
SEC
AUM
$12.8M
Employees
10
PACIFIC MANAGEMENT LTD
CRD #106624 SAN FRANCISCO, CA
SEC Private Funds
AUM
$12.6M
Employees
1
KEYSTONE CAPITAL CORPORATION
CRD #10722 SAN DIEGO, CA
SEC
AUM
$12.5M
Employees
15
POLYNOUS CAPITAL MANAGEMENT INC
CRD #112865 SAN FRANCISCO, CA
SEC
AUM
$12.5M
Employees
5
PMREALTY ADVISORS, INC.
CRD #105175 NEWPORT BEACH, CA
SEC
AUM
$12.4M
Employees
51
TRIPACIFIC CAPITAL ADVISORS, LLC
CRD #142121 IRVINE, CA
SEC
AUM
$12.3M
Employees
10
SELECT WEALTH ADVISORS, INC.
CRD #134447 MODESTO, CA
SEC
AUM
$12.2M
Employees
1
PALMYRA CAPITAL ADVISORS, LLC
CRD #117651 LOS ANGELES, CA
SEC
AUM
$12.1M
Employees
5
SVAR/MM, LLC
CRD #123806 SANTA MONICA, CA
SEC
AUM
$12M
Employees
5
NY&A, LLC
CRD #158631 LAGUNA BEACH, CA
SEC
AUM
$12M
Employees
1
INFINITY 8 INVESTMENTS, LLC
CRD #152180 SUNNYVALE, CA
SEC
AUM
$11.9M
Employees
5
SHANLEY & ASSOCIATES, INC.
CRD #133321 SAN LUIS OBISPO, CA
SEC
AUM
$11.7M
Employees
5
ELEVATED PRINCIPLES INC.
CRD #289171 SAN FRANCISCO, CA
SEC
AUM
$11.6M
Employees
14
BLOOM INVESTMENT ADVISORS, LLC
CRD #317405 SAN FRANCISCO, CA
SEC
AUM
$11.6M
Employees
6
LIGHTCAP FINANCIAL GROUP, LLC
CRD #334873 SAN DIEGO, CA
SEC
AUM
$11.3M
Employees
1
AVONDALE INVESTMENT COMPANY, LLC
CRD #157705 SANTA MONICA, CA
SEC
AUM
$11.3M
Employees
2