RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FORGE GLOBAL ADVISORS LLC
CRD #284722 SAN FRANCISCO, CA
SEC Private Funds
AUM
$988.4M
Employees
8
DIVISAR CAPITAL MANAGEMENT, LLC
CRD #149091 SAN FRANCISCO, CA
SEC Private Funds
AUM
$988M
Employees
3
FIRST REPUBLIC WEALTH ADVISORS, LLC
CRD #132035 SAN FRANCISCO, CA
SEC
AUM
$987.3M
Employees
--
ALMITAS CAPITAL LLC
CRD #166705 SANTA MONICA, CA
SEC Private Funds
AUM
$985.7M
Employees
12
CALTIUS CAPITAL MANAGEMENT, LP
CRD #157007 LOS ANGELES, CA
SEC Private Funds
AUM
$985.2M
Employees
20
WESCAP MANAGEMENT GROUP, INC.
CRD #104759 GLENDALE, CA
SEC Private Funds
AUM
$985M
Employees
13
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
CRD #289384 MENLO PARK, CA
SEC Private Funds
AUM
$985M
Employees
7
NEW FORESTS INC.
CRD #165267 SAN FRANCISCO, CA
SEC Private Funds
AUM
$981.9M
Employees
22
OPTIMAL ASSET MANAGEMENT, INC.
CRD #165661 SAN JOSE, CA
SEC
AUM
$981.3M
Employees
5
GREENLAKE ASSET MANAGEMENT LLC
CRD #221528 SOUTH PASADENA, CA
SEC Private Funds
AUM
$980.4M
Employees
19
THE PATTERSON CAPITAL CORPORATION
CRD #105507 LOS ANGELES, CA
SEC
AUM
$978.4M
Employees
5
ARMORED WOLF, LLC
CRD #150220 IRVINE, CA
SEC Private Funds
AUM
$970.9M
Employees
21
TDA, INC.
CRD #112016 SAN MATEO, CA
SEC Private Funds
AUM
$969.3M
Employees
22
TARBOX FAMILY OFFICE, INC.
CRD #106079 NEWPORT BEACH, CA
SEC
AUM
$967.2M
Employees
8
CYPRESS WEALTH SERVICES, LLC
CRD #288992 PALM DESERT, CA
SEC
AUM
$965.5M
Employees
14
BISON CAPITAL ASSET MANAGEMENT, LLC
CRD #160562 SANTA MONICA, CA
SEC Private Funds
AUM
$963.7M
Employees
11
CHEVIOT VALUE MANAGEMENT, LLC
CRD #166291 BEVERLY HILLS, CA
SEC
AUM
$963.3M
Employees
8
THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD #104557 SAN RAMON, CA
SEC
AUM
$960.6M
Employees
4
TRAN CAPITAL MANAGEMENT, L.P.
CRD #107049 SAN RAFAEL, CA
SEC
AUM
$958.7M
Employees
7
FINANCIAL ADVISORS NETWORK, INC.
CRD #152083 TUSTIN, CA
SEC
AUM
$954M
Employees
13
CLG LLC
CRD #282605 LONG BEACH, CA
SEC
AUM
$953.8M
Employees
22
OCCIDENTAL ASSET MANAGEMENT, LLC
CRD #168650 BURLINGAME, CA
SEC
AUM
$953.4M
Employees
12
MANCHESTER FINANCIAL INC
CRD #106071 WESTLAKE VILLAGE, CA
SEC
AUM
$946.8M
Employees
20
GKM NEWPORT GENERATION ADVISORS, LLC
CRD #133573 LOS ANGELES, CA
SEC
AUM
$942M
Employees
5
IGNITE PLANNERS LLC
CRD #289797 SAN CLEMENTE, CA
SEC Private Funds
AUM
$941.8M
Employees
36