RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
CRD #108502 IRVINE, CA
SEC Private Funds
AUM
$23.5K
Employees
1
WEFEA CAPITAL LLC
CRD #299615 PLEASANTON, CA
SEC
AUM
$22.5K
Employees
2
MUNIFI, LLC
CRD #331613 HERMOSA BEACH, CA
SEC
AUM
$20K
Employees
1
WING FINANCIAL INC.
CRD #333826 NEWPORT BEACH, CA
SEC
AUM
$15.5K
Employees
2
FIRMA ADVISORS LLC
CRD #315957 ALAMEDA, CA
SEC
AUM
$8.5K
Employees
2
ATHENA LEADERSHIP CORP.
CRD #173562 SACRAMENTO, CA
SEC Private Funds
AUM
$2.5K
Employees
2
MOSTT INC.
CRD #332063 SHERMAN OAKS, CA
SEC
AUM
$2.4K
Employees
3
INVESTING ONLINE LLC
CRD #329196 LOS ANGELES, CA
SEC
AUM
$1.7K
Employees
2
PERSONAL ADVISER INC.
CRD #304470 SAN FRANCISCO, CA
SEC
AUM
$1.5K
Employees
6
DECODE FINANCE LLC
CRD #331985 PALO ALTO, CA
SEC
AUM
$1K
Employees
4
MAZUMAGO INC (DBA TRUSS)
CRD #334136 SAN FRANCISCO, CA
SEC
AUM
$1K
Employees
9
ANT MONEY ADVISORS, LLC
CRD #308481 NEWPORT BEACH, CA
SEC
AUM
$607
Employees
12
SOCIALTRADER.AI INC.
CRD #326985 SAN DIEGO, CA
SEC
AUM
$400
Employees
1
ACCELAR, INC.
CRD #314872 SAN JOSE, CA
SEC
AUM
$300
Employees
0
AFT US CAPITAL LLC
CRD #335448 PALO ALTO, CA
SEC
AUM
$216
Employees
3
MORA ADVISORS LLC
CRD #333845 SANTA ANA, CA
SEC
AUM
$150
Employees
1
PANTHEON VENTURES INC.
CRD #110091 SAN FRANCISCO, CA
SEC
AUM
$11
Employees
1
GRIFFIN CAPITAL QOZ ADVISOR, LLC
CRD #300159 EL SEGUNDO, CA
SEC Private Funds
AUM
$4
Employees
24
RUSNANO USA, INC
CRD #282024 MENLO PARK, CA
SEC Private Funds
AUM
$2
Employees
11
PATAGONIA PARTNERS, LLC
CRD #166635 NEWPORT BEACH, CA
SEC Private Funds
AUM
$2
Employees
5
GLENN MORRIS, INC
CRD #165662 ANDERSON, CA
SEC
AUM
$0
Employees
1
GEM CAPITAL, LLC
CRD #135684 BELVEDERE, CA
SEC
AUM
$0
Employees
5
OAKHURST PLANNERS LLC
CRD #149884 BEVERLEY HILLS, CA
SEC
AUM
$0
Employees
5
MORTON SEIDEL & COMPANY, INC.
CRD #3350 BEVERLY HILLS, CA
SEC
AUM
$0
Employees
5
DIAMOND WEALTH ADVISORS, LLC
CRD #144976 BEVERLY HILLS, CA
SEC
AUM
$0
Employees
5