RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
COMPOSITION CAPITAL LP
CRD #332182 LOS ANGELES, CA
SEC Private Funds
AUM
$1.1B
Employees
9
WACKER WEALTH PARTNERS, LLC
CRD #145931 SAN LUIS OBISPO, CA
SEC Private Funds
AUM
$1.1B
Employees
22
SILICON VALLEY RETIREMENT SERVICES, LLC
CRD #154756 SAN JOSE, CA
SEC
AUM
$1.1B
Employees
2
JEFFERIES CAPITAL MANAGEMENT, INC.
CRD #128211 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
10
LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD #155215 PALO ALTO, CA
SEC Private Funds
AUM
$1.1B
Employees
14
CIM CAPITAL IC MANAGEMENT, LLC
CRD #301416 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
148
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD #139237 SAN JOSE, CA
SEC
AUM
$1.1B
Employees
15
MOMENT PARTNERS, LLC
CRD #332691 SAN FRANCISCO, CA
SEC
AUM
$1.1B
Employees
7
SWAN PHILIP V ASSOCIATES LLC
CRD #108000 PASADENA, CA
SEC
AUM
$1.1B
Employees
--
SEASONS CAPITAL MANAGEMENT, LLC
CRD #125344 SAN FRANCISCO, CA
SEC
AUM
$1.1B
Employees
--
BROADSHORE CAPITAL PARTNERS, LLC
CRD #119200 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
16
HERCULES TECHNOLOGY GROWTH CAPITAL, INC.
CRD #165799 PALO ALTO, CA
SEC
AUM
$1.1B
Employees
66
WESTMOUNT ASSET MANAGEMENT INC
CRD #104665 LOS ANGELES, CA
SEC
AUM
$1.1B
Employees
11
KW INVESTMENT ADVISER, LLC
CRD #161165 BEVERLY HILLS, CA
SEC Private Funds
AUM
$1.1B
Employees
60
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD #107638 ALAMO, CA
SEC
AUM
$1.1B
Employees
7
CAPITAL ADVANTAGE, INC.
CRD #108985 WALNUT CREEK, CA
SEC
AUM
$1.1B
Employees
16
NORTH PIER FIDUCIARY MANAGEMENT, LLC
CRD #148128 MARINA DEL REY, CA
SEC
AUM
$1.1B
Employees
12
ROOT FINANCIAL PARTNERS, LLC
CRD #290289 ENCINITAS, CA
SEC
AUM
$1.1B
Employees
40
CONCERT WEALTH MANAGEMENT, INC.
CRD #141253 SAN JOSE, CA
SEC Disclosures
AUM
$1.1B
Employees
80
CAVALRY MANAGEMENT GROUP, LLC
CRD #167937 SAN FRANCISCO, CA
Private Funds
AUM
$1.1B
Employees
17
CITYVIEW MANAGEMENT SERVICES, LLC
CRD #158370 LOS ANGELES, CA
SEC Private Funds
AUM
$1.1B
Employees
43
MONTEREY PRIVATE WEALTH, INC.
CRD #114572 MONTEREY, CA
SEC
AUM
$1.1B
Employees
13
EAM INVESTORS, LLC
CRD #144908 SOLANA BEACH, CA
SEC
AUM
$1.1B
Employees
20
JACOBS & COMPANY, LLC
CRD #107674 SAN FRANCISCO, CA
SEC
AUM
$1.1B
Employees
5
BRASA CAPITAL MANAGEMENT, LP
CRD #316265 LOS ANGELES, CA
SEC Private Funds
AUM
$1.1B
Employees
16