RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LIDO ASSET MANAGEMENT, LLC
CRD #146039 TORRANCE, CA
SEC
AUM
$385K
Employees
5
DAVIDSON, DEILY & COMPANY, P.C.
CRD #158499 ANAHEIM, CA
SEC
AUM
$330.7K
Employees
5
DEAN CHASE CAPITAL MANAGEMENT, LLC
CRD #132856 SAN DIEGO, CA
SEC
AUM
$324K
Employees
5
HANSON MCCLAIN STRATEGIC ADVISORS, INC.
CRD #158395 SACRAMENTO, CA
SEC
AUM
$301.9K
Employees
11
LLOYD TEVIS INVESTMENTS, LLC
CRD #323061 LAFAYETTE, CA
SEC
AUM
$297K
Employees
4
STOCKPILE INVESTMENT ADVISORS, INC.
CRD #332799 SAN FRANCISCO, CA
SEC
AUM
$288.6K
Employees
15
EFFICIENT PORTFOLIO CONSULTANTS, LLC
CRD #126721 ROSEVILLE, CA
SEC
AUM
$253.9K
Employees
5
SEAGATE GLOBAL ADVISORS LIMITED LIABILITY COMPANY
CRD #108555 EL SEGUNDO, CA
SEC
AUM
$200K
Employees
10
STRATEGIC DEVELOPMENT INVESTMENT, LLC
CRD #143295 LOS ANGELES, CA
SEC
AUM
$200K
Employees
5
ALPHASHARES, INC.
CRD #143881 WALNUT CREEK, CA
SEC
AUM
$200K
Employees
5
U-NEST HOLDINGS, INC.
CRD #294806 NORTH HOLLYWOOD, CA
SEC
AUM
$156.1K
Employees
4
PASSFOLIO ADVISERS, LLC
CRD #310893 SAN FRANCISCO, CA
SEC
AUM
$140.9K
Employees
21
EARTHLY PBC
CRD #287731 TIBURON, CA
SEC
AUM
$136.3K
Employees
2
PARTNERVEST ADVISORY SERVICES LLC
CRD #113621 SANTA BARBARA, CA
SEC
AUM
$135.2K
Employees
4
KOLL BREN SCHREIBER REALTY ADVISORS, INC.
CRD #108568 NEWPORT BEACH, CA
SEC
AUM
$128.2K
Employees
79
REMKES, WOLFGANG HANS-JURGEN
CRD #113269 CAMPBELL, CA
SEC
AUM
$105K
Employees
1
OUTSOURCE MEDIA GROUP ADVISOR LLC
CRD #166594 LOS ANGELES, CA
SEC
AUM
$100K
Employees
6
SLOAT CAPITAL MANAGEMENT, LLC
CRD #314593 SAN FRANCISCO, CA
SEC
AUM
$100K
Employees
1
SVIM / MSM II, LLC
CRD #120197 SANTA MONICA, CA
SEC
AUM
$95.2K
Employees
5
GLOBAL DIVERSIFIED INVESTMENTS, INC.
CRD #157326 UPLAND, CA
SEC
AUM
$71K
Employees
1
STRATEGIC ADVISORY PARTNERS LLC
CRD #109514 SANTA MONICA, CA
SEC
AUM
$68.9K
Employees
10
SACHS BROTHERS INVESTMENT MANAGEMENT
CRD #284806 SAN FRANCISCO, CA
SEC
AUM
$50K
Employees
1
UDON RIA SUB LLC
CRD #318724 SAN FRANCISCO, CA
SEC
AUM
$31.3K
Employees
3
MARYGOLD & CO. ADVISORY SERVICES, LLC
CRD #310439 WALNUT CREEK, CA
SEC
AUM
$30.7K
Employees
11
PHILIP S PAUL & ASSOCIATES LP
CRD #107088 SAN FRANCISCO, CA
SEC
AUM
$27.8K
Employees
51