RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PRIVATE WEALTH PARTNERS, LLC
CRD #133802 MILL VALLEY, CA
SEC
AUM
$2B
Employees
9
WHITMAN/PETERSON, LLC
CRD #296087 WESTLAKE VILLAGE, CA
SEC Private Funds
AUM
$2B
Employees
28
CAVALRY MANAGEMENT GROUP, LLC
CRD #132976 SAN FRANCISCO, CA
SEC Private Funds
AUM
$2B
Employees
11
THE INVESTMENT HOUSE LLC
CRD #163493 REDONDO BEACH, CA
SEC Private Funds
AUM
$2B
Employees
11
APEX CAPITAL, LLC
CRD #134996 ORINDA, CA
SEC Private Funds
AUM
$1.9B
Employees
22
WILLOW CREEK WEALTH MANAGEMENT, INC.
CRD #109240 SEBASTOPOL, CA
SEC
AUM
$1.9B
Employees
21
THOMAS WEISEL PARTNERS LLC
CRD #46237 SAN FRANCISCO, CA
SEC
AUM
$1.9B
Employees
11
CNI NRE ADVISORS, LLC
CRD #291968 LOS ANGELES, CA
SEC
AUM
$1.9B
Employees
494
AMI ASSET MANAGEMENT CORP
CRD #110291 LOS ANGELES, CA
SEC Private Funds
AUM
$1.9B
Employees
13
FERNBRIDGE CAPITAL MANAGEMENT LP
CRD #309334 LOS ANGELES, CA
SEC Private Funds
AUM
$1.9B
Employees
11
ADVISOR PARTNERS, LLC
CRD #114536 WALNUT CREEK, CA
SEC
AUM
$1.9B
Employees
10
EARNED WEALTH ADVISORS, LLC
CRD #108052 WALNUT CREEK, CA
SEC
AUM
$1.9B
Employees
39
SOCIAL CAPITAL PEP MANAGEMENT, LLC
CRD #283280 PALO ALTO, CA
SEC Private Funds
AUM
$1.9B
Employees
63
PERENNIAL INVESTMENT ADVISORS, LLC
CRD #286477 LOS ANGELES, CA
SEC
AUM
$1.9B
Employees
50
CLOCKTOWER GROUP, L.P.
CRD #158142 SANTA MONICA, CA
SEC Private Funds
AUM
$1.9B
Employees
27
HAUN VENTURES MANAGEMENT LP
CRD #318409 MENLO PARK, CA
SEC Private Funds
AUM
$1.9B
Employees
9
NIPUN CAPITAL, L.P.
CRD #159752 FOSTER CITY, CA
SEC Private Funds
AUM
$1.9B
Employees
16
MCDONALD CAPITAL INVESTORS INC
CRD #105562 ORINDA, CA
SEC Private Funds
AUM
$1.9B
Employees
5
VAN HULZEN ASSET MANAGEMENT, LLC
CRD #116632 EL DORADO HILLS, CA
SEC Private Funds
AUM
$1.9B
Employees
23
NELSON CAPITAL MANAGEMENT, LLC
CRD #123513 FOSTER CITY, CA
SEC
AUM
$1.9B
Employees
20
CRESCENT CAP ADVISORS, LLC
CRD #175430 LOS ANGELES, CA
SEC
AUM
$1.9B
Employees
0
SENSATO INVESTORS LLC
CRD #153334 SAN FRANCISCO, CA
SEC Private Funds
AUM
$1.8B
Employees
19
TRIGUARD MANAGEMENT LLC
CRD #159472 NEWPORT BEACH, CA
SEC Private Funds
AUM
$1.8B
Employees
9
WEST COAST FINANCIAL, LLC
CRD #104677 SANTA BARBARA, CA
SEC Private Funds
AUM
$1.8B
Employees
42
GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD #167995 SOUTH COAST METRO, CA
SEC
AUM
$1.8B
Employees
47