RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HUTCHINSON CAPITAL MANAGEMENT
CRD #106158 SAN RAFAEL, CA
SEC Disclosures
AUM
$883.3M
Employees
7
PAXION PARTNERS LP
CRD #270025 MENLO PARK, CA
SEC Private Funds
AUM
$882.3M
Employees
10
SPINNAKER INVESTMENT GROUP, LLC
CRD #283414 NEWPORT BEACH, CA
SEC
AUM
$882M
Employees
10
HIRAYAMA INVESTMENTS, LLC
CRD #147816 SAN FRANCISCO, CA
SEC
AUM
$879.1M
Employees
4
BAY HILLS CAPITAL MANAGEMENT, LLC
CRD #158603 SAN FRANCISCO, CA
SEC Private Funds
AUM
$873.7M
Employees
7
CORVUS WEALTH ADVISORS LLC
CRD #311261 TEMPLETON, CA
SEC
AUM
$870.6M
Employees
12
MOTIF CAPITAL MANAGEMENT, INC.
CRD #277051 SAN MATEO, CA
SEC
AUM
$868.9M
Employees
7
RUDNEY ASSOCIATES, INC.
CRD #110235 ALAMO, CA
SEC
AUM
$868.7M
Employees
2
ONE FIN CAPITAL MANAGEMENT LP
CRD #283490 SAN FRANCISCO, CA
SEC Private Funds
AUM
$867.8M
Employees
6
YOSEMITE MANAGEMENT, LLC
CRD #326764 SAN FRANCISCO, CA
SEC Private Funds
AUM
$866.4M
Employees
16
DIRECT LENDING INVESTMENTS, LLC
CRD #282476 GLENDALE, CA
SEC Private Funds
AUM
$866.3M
Employees
27
FIDUCIARY FINANCIAL GROUP, LLC
CRD #285681 SAN RAFAEL, CA
SEC
AUM
$865.2M
Employees
9
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD #120952 PASADENA, CA
SEC
AUM
$864.4M
Employees
8
STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD #140977 SAN MATEO, CA
SEC
AUM
$863.1M
Employees
108
BLANKINSHIP & FOSTER, LLC
CRD #104795 SOLANA BEACH, CA
SEC
AUM
$862.2M
Employees
16
FORWARD MANAGEMENT, LLC
CRD #109193 SAN FRANCISCO, CA
SEC
AUM
$860.4M
Employees
44
WATERSHED ASSET MANAGEMENT, L.L.C.
CRD #140092 SAN FRANCISCO, CA
Private Funds
AUM
$860.3M
Employees
22
DELPHI PRIVATE ADVISORS, LLC
CRD #151135 SAN DIEGO, CA
SEC
AUM
$860.2M
Employees
10
RPG INVESTMENT ADVISORY, LLC
CRD #172173 PLEASANTON, CA
SEC
AUM
$858.5M
Employees
9
DAN GOLDIE FINANCIAL SERVICES LLC
CRD #149887 PALO ALTO, CA
SEC
AUM
$858.2M
Employees
3
EXPO CAPITAL MANAGEMENT LLC
CRD #157786 LOS ANGELES, CA
SEC Private Funds
AUM
$855.1M
Employees
--
REMY INVESTORS & CONSULTANTS, LLC
CRD #326958 LOS ANGELES, CA
SEC Private Funds
AUM
$854.6M
Employees
6
SHORENSTEIN INVESTMENT ADVISERS LLC
CRD #328584 SAN FRANCISCO, CA
SEC Private Funds
AUM
$851.9M
Employees
44
PILLAR POINT CAPITAL MANAGEMENT INC
CRD #106922 SAN MATEO, CA
SEC
AUM
$851.1M
Employees
10
3L CAPITAL MANAGEMENT, LLC
CRD #294003 LOS ANGELES, CA
SEC Private Funds
AUM
$850.7M
Employees
4