RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ALTERI WEALTH LLC
CRD #331100 WESTLAKE VILLAGE, CA
SEC
AUM
$771.3M
Employees
7
TCW PT MANAGEMENT COMPANY LLC
CRD #333068 LOS ANGELES, CA
SEC Private Funds
AUM
$770.9M
Employees
353
DELTA INVESTMENT MANAGEMENT, LLC
CRD #149596 SAN FRANCISCO, CA
SEC
AUM
$770.8M
Employees
25
FINDEC WEALTH SERVICES, INC.
CRD #311949 STOCKTON, CA
SEC
AUM
$770.6M
Employees
4
PALO ALTO WEALTH ADVISORS, LLC
CRD #285326 PALO ALTO, CA
SEC
AUM
$770.4M
Employees
6
CCG WEALTH MANAGEMENT, LLC
CRD #296985 SAN DIEGO, CA
SEC
AUM
$769.1M
Employees
47
LEGACY PARTNERS, LLC
CRD #159473 LOS ANGELES, CA
SEC Private Funds
AUM
$767.4M
Employees
4
CATALINA CAPITAL GROUP, LLC
CRD #172556 TORRANCE, CA
SEC Disclosures
AUM
$766.9M
Employees
3
MONARCH PLAN ADVISORS
CRD #286612 SIMI VALLEY, CA
SEC
AUM
$762.5M
Employees
6
GT INVESTMENT PARTNERS, LP
CRD #315867 IRVINE, CA
SEC Private Funds
AUM
$760.4M
Employees
7
RHJ CHAMPION VENTURES MANAGEMENT COMPANY, L.L.C.
CRD #140392 WOODSIDE, CA
SEC
AUM
$758.3M
Employees
--
MORLING FINANCIAL ADVISORS, LLC
CRD #111819 FREMONT, CA
SEC
AUM
$755.7M
Employees
19
LUCHA CAPITAL MANAGEMENT LP
CRD #284597 SAN FRANCISCO, CA
SEC Private Funds
AUM
$755.6M
Employees
6
GENERATE CAPITAL ADVISORS, PB LLC
CRD #318680 SAN FRANCISCO, CA
SEC Private Funds
AUM
$755M
Employees
273
WEDBUSH FUND ADVISERS, LLC
CRD #334057 PASADENA, CA
SEC
AUM
$754.2M
Employees
5
ANODOS ADVISORS, LLC
CRD #140825 GOLETA, CA
SEC
AUM
$753.9M
Employees
2
TORREYANA CAPITAL, LLC
CRD #329075 LA JOLLA, CA
SEC
AUM
$753M
Employees
9
PRIVATE ASSET MANAGEMENT INC
CRD #106598 SAN DIEGO, CA
SEC
AUM
$751.3M
Employees
19
DE GROOTE FINANCIAL GROUP, LLC
CRD #168178 THOUSAND OAKS, CA
SEC
AUM
$750.6M
Employees
8
SFE INVESTMENT COUNSEL INC.
CRD #145530 LOS ANGELES, CA
SEC Private Funds
AUM
$748.4M
Employees
14
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
CRD #131413 SAN FRANCISCO, CA
SEC Private Funds
AUM
$748.3M
Employees
9
PARKSIDE ADVISORS LLC
CRD #125553 BERKELEY, CA
SEC
AUM
$746.5M
Employees
9
J.P. KING ADVISORS, INC.
CRD #112109 WALNUT CREEK, CA
SEC
AUM
$743.7M
Employees
7
KAYE CAPITAL MANAGEMENT
CRD #109329 EL SEGUNDO, CA
SEC
AUM
$743.2M
Employees
6
IMPACT INVESTMENT ADVISER LLC
CRD #149929 SAN FRANCISCO, CA
SEC
AUM
$741.9M
Employees
17