RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FELICITAS GLOBAL PARTNERS, LLC
CRD #292411 PASADENA, CA
SEC Private Funds
AUM
$849.1M
Employees
11
HH CAPITAL MANAGEMENT, INC.
CRD #310147 HERMOSA BEACH, CA
SEC
AUM
$848.1M
Employees
1
LATERAL INVESTMENT MANAGEMENT, LLC
CRD #159649 SAN MATEO, CA
SEC Private Funds
AUM
$847.7M
Employees
21
SCHULTZ COLLINS, INC.
CRD #106964 SAN FRANCISCO, CA
SEC
AUM
$846.1M
Employees
8
BRIO CONSULTANTS, LLC
CRD #289889 SAN FRANCISCO, CA
SEC
AUM
$842.6M
Employees
17
3(38) INVESTMENT FIDUCIARIES INC.
CRD #298053 SIMI VALLEY, CA
SEC
AUM
$842.6M
Employees
3
SYMBIOTIC CAPITAL MANAGEMENT CO. LLC
CRD #325844 LOS ANGELES, CA
SEC Private Funds
AUM
$839.4M
Employees
6
NUMERAI GP LLC
CRD #282851 SAN FRANCISCO, CA
SEC Private Funds
AUM
$839M
Employees
11
BLUEPOINTE CAPITAL MANAGEMENT, LLC
CRD #140262 MENLO PARK, CA
SEC Private Funds
AUM
$838.1M
Employees
9
PARTNERS GROUP REAL ESTATE, LLC
CRD #143674 SAN FRANCISCO, CA
SEC
AUM
$837.5M
Employees
--
PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
CRD #283261 SAN CARLOS, CA
SEC Private Funds
AUM
$836M
Employees
5
GUARDIAN FINANCIAL PARTNERS, LLC
CRD #287652 ORANGE, CA
SEC
AUM
$835.5M
Employees
5
KNIGHTSBRIDGE ASSET MANAGEMENT LLC
CRD #110347 NEWPORT BEACH, CA
SEC Private Funds
AUM
$833.5M
Employees
13
CHANNEL WEALTH, LLC
CRD #323461 SANTA BARBARA, CA
SEC
AUM
$833M
Employees
17
AKKADIAN VENTURES, INC.
CRD #171036 SAN FRANCISCO, CA
SEC Private Funds
AUM
$832.9M
Employees
9
VILLAGE GLOBAL MANAGEMENT, L.L.C.
CRD #289258 COVINA, CA
SEC Private Funds
AUM
$831.9M
Employees
12
EDGESTREAM PARTNERS, L.P.
CRD #159176 WALNUT CREEK, CA
SEC Private Funds
AUM
$830.5M
Employees
--
INTELLIGENCE DRIVEN ADVISERS, LLC
CRD #299589 CARLSBAD, CA
SEC
AUM
$828.2M
Employees
24
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
CRD #108110 SAN FRANCISCO, CA
SEC
AUM
$825.3M
Employees
7
BRICKLEY WEALTH MANAGEMENT
CRD #287487 SAN MATEO, CA
SEC
AUM
$824.3M
Employees
7
XELAN INVESTMENT SERVICES, INC.
CRD #111870 SAN DIEGO, CA
SEC
AUM
$821.1M
Employees
10
FORT BAKER CAPITAL MANAGEMENT LP
CRD #282926 LARKSPUR, CA
SEC Private Funds
AUM
$820.9M
Employees
8
TELESCOPE PARTNERS LLC
CRD #286637 SAN FRANCISCO, CA
SEC Private Funds
AUM
$819.7M
Employees
12
THREE BRIDGE WEALTH ADVISORS, LLC
CRD #150460 LOS ALTOS, CA
SEC Disclosures
AUM
$817.8M
Employees
9
STATHEROS FINANCIAL SOLUTIONS, INC.
CRD #306217 EL DORADO HILLS, CA
SEC
AUM
$810.1M
Employees
16