RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ASSET DEDICATION, LLC
CRD #151988 SAN FRANCISCO, CA
SEC
AUM
$2.6B
Employees
7
TCG CAPITAL MANAGEMENT, LP
CRD #298007 PLAYA VISTA, CA
SEC Private Funds
AUM
$2.6B
Employees
40
SERENITY CAPITAL LLC
CRD #286253 PALO ALTO, CA
SEC Private Funds
AUM
$2.6B
Employees
12
SMITHWOOD ADVISERS, L.P.
CRD #158221 LOS ANGELES, CA
Private Funds
AUM
$2.6B
Employees
17
MONOGRAPH WEALTH ADVISORS, LLC
CRD #173949 MANHATTAN BEACH, CA
SEC
AUM
$2.6B
Employees
16
BERKELEY PARTNERS MANAGEMENT, LLC
CRD #284163 OAKLAND, CA
SEC
AUM
$2.6B
Employees
59
COOPER FINANCIAL GROUP
CRD #111458 IRVINE, CA
SEC
AUM
$2.6B
Employees
52
URBAN INVESTMENT ADVISORS, INC.,
CRD #222524 LARKSPUR, CA
SEC
AUM
$2.6B
Employees
3
BREAKTHROUGH SERVICES, L.L.C.
CRD #309668 LOS ANGELES, CA
SEC Private Funds
AUM
$2.6B
Employees
86
STRATEGIC GLOBAL ADVISORS, LLC
CRD #139309 NEWPORT BEACH, CA
SEC
AUM
$2.5B
Employees
13
PARK WEST ASSET MANAGEMENT LLC
CRD #157660 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.5B
Employees
19
ROW ASSET MANAGEMENT, LLC
CRD #168336 NEWPORT BEACH, CA
SEC Private Funds
AUM
$2.5B
Employees
19
NC III, L.L.C.
CRD #144185 DANVILLE, CA
SEC Private Funds
AUM
$2.5B
Employees
30
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
CRD #110506 SARATOGA, CA
SEC
AUM
$2.5B
Employees
22
STRATEGIC GLOBAL ADVISORS, LLC
CRD #286019 NEWPORT BEACH, CA
SEC
AUM
$2.5B
Employees
17
SMASH VENTURES MANAGEMENT COMPANY LP
CRD #299799 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$2.5B
Employees
19
BURNHAM GIBSON WEALTH ADVISORS, INC.
CRD #282035 IRVINE, CA
SEC
AUM
$2.5B
Employees
14
CIM CAPITAL, LLC
CRD #277038 LOS ANGELES, CA
SEC Private Funds
AUM
$2.5B
Employees
148
KINGSWOOD WEALTH ADVISORS, LLC
CRD #288792 SAN DIEGO, CA
SEC
AUM
$2.5B
Employees
80
GOBI CAPITAL LLC
CRD #151427 BEVERLY HILLS, CA
SEC Private Funds
AUM
$2.5B
Employees
4
QUIET CAPITAL MANAGEMENT, LLC
CRD #287484 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2.5B
Employees
32
SENTRY ADVISORS, LLC
CRD #174042 SAN FRANCISCO, CA
SEC
AUM
$2.5B
Employees
4
GRANITE INVESTMENT PARTNERS, LLC
CRD #150632 EL SEGUNDO, CA
SEC Private Funds
AUM
$2.4B
Employees
22
HEARTHSTONE INC., A CALIFORNIA CORPORATION
CRD #112226 CALABASAS, CA
SEC Private Funds
AUM
$2.4B
Employees
24
JUNIPER HILL CAPITAL MANAGEMENT LP
CRD #300769 MENLO PARK, CA
SEC Private Funds
AUM
$2.4B
Employees
14