RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
REDWOODS GLOBAL ASSET MANAGEMENT, LLC
CRD #134719 SAN FRANCISCO, CA
SEC
AUM
$935.6M
Employees
5
CA FAMILY WEALTH LLC
CRD #285229 BEVERLY HILLS, CA
SEC
AUM
$933M
Employees
5
INSIGHT WEALTH STRATEGIES, LLC
CRD #293644 SAN RAMON, CA
SEC
AUM
$932M
Employees
12
BELMONT CAPITAL, LLC
CRD #154078 LOS ANGELES, CA
SEC
AUM
$931.4M
Employees
4
PARTNERS FOR GROWTH MANAGERS, LLC
CRD #163495 TIBURON, CA
SEC Private Funds
AUM
$928M
Employees
21
NAVIGATION GROUP LLC
CRD #130982 REDWOOD SHORES, CA
SEC
AUM
$927.5M
Employees
6
VAN WAGONER CAPITAL MANAGEMENT INC
CRD #107205 SAN FRANICISCO, CA
SEC
AUM
$922.7M
Employees
--
OAKWOOD CAPITAL MANAGEMENT LLC
CRD #108080 LOS ANGELES, CA
SEC
AUM
$922M
Employees
16
JOCELYN INVESTMENT MANAGEMENT, LLC
CRD #323831 SAN RAFAEL, CA
SEC
AUM
$919.7M
Employees
2
NEWPORT FUND MANAGEMENT INC
CRD #110586 SAN FRANCISCO, CA
SEC
AUM
$911.7M
Employees
--
VIOLICH CAPITAL MANAGEMENT
CRD #111410 MILL VALLEY, CA
SEC
AUM
$911.7M
Employees
1
COMMONWEALTH ASSET MANAGEMENT LP
CRD #306098 LOS ANGELES, CA
Private Funds
AUM
$911.6M
Employees
15
THEMIS ASSET STRATEGIES, LLC
CRD #134577 LOS ANGELES, CA
SEC
AUM
$907.7M
Employees
10
CROWELL, WEEDON & CO.
CRD #193 LOS ANGELES, CA
SEC Disclosures
AUM
$906.1M
Employees
251
AIRE ADVISORS, LLC
CRD #307450 BEVERLY HILLS, CA
SEC
AUM
$905.4M
Employees
8
VICTORIA 1522 INVESTMENTS, LP
CRD #146386 SAN FRANCISCO, CA
SEC
AUM
$904.6M
Employees
8
MIRADOR CAPITAL PARTNERS, LP
CRD #173764 PLEASANTON, CA
SEC
AUM
$901.7M
Employees
14
GOULD ASSET MANAGEMENT LLC
CRD #113098 CLAREMONT, CA
SEC
AUM
$901.3M
Employees
15
VANTAGE WEALTH MANAGEMENT, LLC
CRD #152374 SAN MATEO, CA
SEC
AUM
$897.4M
Employees
9
THE WEIL COMPANY
CRD #22090 SAN DIEGO, CA
SEC
AUM
$896.2M
Employees
16
ACRE CAPITAL ADVISORS, LLC
CRD #328401 LOS ANGELES, CA
SEC Private Funds
AUM
$893.4M
Employees
14
FUNDX INVESTMENT GROUP, LLC
CRD #109194 SAN FRANCISCO, CA
SEC
AUM
$893.4M
Employees
14
WEAVER CONSULTING GROUP, LLC
CRD #287895 HUNTINGTON BEACH, CA
SEC
AUM
$892.9M
Employees
7
FOCUS INVESTMENT ADVISORS, INC
CRD #109970 SOLANA BEACH, CA
SEC
AUM
$885M
Employees
6
CW INVESTMENT ADVISERS, LLC
CRD #305926 LOS ANGELES, CA
SEC
AUM
$884M
Employees
34