RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CALMWATER ASSET MANAGEMENT, LLC
CRD #282617 EL SEGUNDO, CA
SEC Private Funds
AUM
$1.2B
Employees
13
INTEGRATED WEALTH MANAGEMENT, INC.
CRD #106335 PALM DESERT, CA
SEC Disclosures
AUM
$1.2B
Employees
27
VALLEY WEALTH STRATEGIES, LLC
CRD #289737 LODI, CA
SEC
AUM
$1.2B
Employees
30
METZLER-PAYDEN, LLC
CRD #108870 LOS ANGELES, CA
SEC
AUM
$1.2B
Employees
186
GALLANT CAPITAL PARTNERS LLC
CRD #297344 LOS ANGELES, CA
SEC Private Funds
AUM
$1.2B
Employees
25
DENALI ADVISORS, LLC
CRD #110242 SAN DIEGO, CA
SEC Private Funds
AUM
$1.2B
Employees
13
EUREKA INVESTMENT ADVISORS, INC.
CRD #111582 LOS ANGELES, CA
SEC
AUM
$1.2B
Employees
10
ABBREA CAPITAL, LLC
CRD #272029 GREENBRAE, CA
SEC
AUM
$1.2B
Employees
7
BAY ISLE FINANCIAL LLC
CRD #119026 OAKLAND, CA
SEC
AUM
$1.2B
Employees
--
CASTLE CREEK ADVISORS IV LLC
CRD #158079 SAN DIEGO, CA
SEC Private Funds
AUM
$1.2B
Employees
12
KWB WEALTH
CRD #300921 REDLANDS, CA
SEC
AUM
$1.2B
Employees
12
PINEGROVE OPPORTUNITY PARTNERS LLC
CRD #328970 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$1.2B
Employees
8
CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
CRD #132295 ANAHEIM, CA
SEC
AUM
$1.2B
Employees
34
VANTIS CAPITAL MANAGEMENT LLC
CRD #114738 PASADENA, CA
SEC
AUM
$1.2B
Employees
--
MONOGRAM CAPITAL MANAGEMENT, L.P.
CRD #290197 BEVERLY HILLS, CA
SEC Private Funds
AUM
$1.2B
Employees
12
ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLC
CRD #157622 SANTA MONICA, CA
SEC Private Funds
AUM
$1.2B
Employees
15
GMN CAPITAL L.P.
CRD #141207 SAN FRANCISCO, CA
SEC
AUM
$1.2B
Employees
--
CASCADE FINANCIAL PARTNERS, LLC
CRD #326620 SAN DIEGO, CA
SEC
AUM
$1.2B
Employees
8
FALCON WEALTH PLANNING, INC.
CRD #174092 ONTARIO, CA
SEC
AUM
$1.2B
Employees
41
FOOTHILL SECURITIES, INC.
CRD #1027 SANTA CLARA, CA
SEC Disclosures
AUM
$1.2B
Employees
268
PRUDENT INVESTOR ADVISORS, LLC
CRD #121922 FOLSOM, CA
SEC
AUM
$1.2B
Employees
4
BTR CAPITAL MANAGEMENT INC
CRD #105195 OAKLAND, CA
SEC
AUM
$1.2B
Employees
14
MONEY MANAGEMENT GROUP LP
CRD #142861 WALNUT CREEK, CA
SEC
AUM
$1.1B
Employees
--
NASSAU CORAMERICA LLC
CRD #172588 EL SEGUNDO, CA
SEC
AUM
$1.1B
Employees
14
FERMATA ADVISORS, LLC
CRD #305614 SONOMA, CA
SEC
AUM
$1.1B
Employees
24