RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SLWA, LLC
CRD #309506 SAN LUIS OBISPO, CA
SEC
AUM
$705.5M
Employees
6
LM ADVISORS INC
CRD #110883 SAN DIEGO, CA
SEC
AUM
$704.5M
Employees
--
HONTE ADVISORS LLC
CRD #308341 BERKELEY, CA
SEC Private Funds
AUM
$703.8M
Employees
7
ALBITZ/MILOE AND ASSOCIATES, INC.
CRD #104777 TORRANCE, CA
SEC
AUM
$703.5M
Employees
5
JEPPSON WEALTH MANAGEMENT, LLC
CRD #305552 MANHATTAN BEACH, CA
SEC
AUM
$703.1M
Employees
7
THE WEALTH COLLABORATIVE, INC.
CRD #142618 CORONA DEL MAR, CA
SEC
AUM
$702M
Employees
3
ABRA CAPITAL MANAGEMENT, LP
CRD #323353 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$700.6M
Employees
44
BERKELEY ANALYTICS LLC
CRD #156060 BERKELEY, CA
SEC
AUM
$700M
Employees
1
COUNTRYWIDE ALTERNATIVE ASSET MANAGEMENT INC.
CRD #146121 CALABASAS, CA
SEC
AUM
$700M
Employees
--
IHP CAPITAL PARTNERS
CRD #162620 NEWPORT BEACH, CA
SEC Private Funds
AUM
$697.9M
Employees
31
BLUME CAPITAL MANAGEMENT, INC.
CRD #111768 BERKELEY, CA
SEC
AUM
$696.1M
Employees
6
INFLECTIVE ASSET MANAGEMENT, LLC
CRD #113064 MANHATTAN BEACH, CA
SEC
AUM
$693.9M
Employees
10
KEYSTONE WEALTH SERVICES, LLC
CRD #301924 PALM DESERT, CA
SEC
AUM
$692.1M
Employees
11
LIBBIE AGRAN FINANCIAL SERVICES & SEMINARS
CRD #110758 SANTA MONICA, CA
SEC
AUM
$691.9M
Employees
8
KEENAN CAPITAL, LLC
CRD #167390 BURLINGAME, CA
SEC Private Funds
AUM
$691.8M
Employees
5
KTF INVESTMENTS, LLC
CRD #337465 SEAL BEACH, CA
SEC
AUM
$691.8M
Employees
3
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
CRD #290090 CONCORD, CA
SEC
AUM
$691.7M
Employees
5
FIRST ALLIED ASSET MANAGEMENT
CRD #140292 SAN DIEGO, CA
SEC
AUM
$691.4M
Employees
11
ACME, LLC
CRD #168736 SAN FRANCISCO, CA
SEC Private Funds
AUM
$689.4M
Employees
13
INTEGRITY GROWTH PARTNERS, L.P.
CRD #307975 LOS ANGELES, CA
SEC Private Funds
AUM
$688.3M
Employees
10
BELL INVESTMENT ADVISORS INC
CRD #108383 ORINDA, CA
SEC
AUM
$686.4M
Employees
15
MORTON CAPITAL MANAGEMENT
CRD #106549 CALABASAS, CA
SEC
AUM
$684.6M
Employees
--
WESTHILL FINANCIAL ADVISORS, INC.
CRD #152506 SAN RAFAEL, CA
SEC
AUM
$684.4M
Employees
13
SMART INVESTOR, LLC
CRD #116587 ROSEVILLE, CA
SEC
AUM
$682.7M
Employees
18
RELEVANT WEALTH ADVISORS, LLC
CRD #1489 MILL VALLEY, CA
SEC
AUM
$681.5M
Employees
4