RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FINANCIAL SENSE ADVISORS, INC.
CRD #111090 SAN DIEGO, CA
SEC
AUM
$681.4M
Employees
13
SER CAPITAL PARTNERS MANAGEMENT, LP
CRD #307713 REDWOOD CITY, CA
SEC Private Funds
AUM
$676.8M
Employees
15
PENINSULA WEALTH, LLC
CRD #152436 SAN FRANCISCO, CA
SEC
AUM
$676.4M
Employees
7
PGR SOLUTIONS, LLC
CRD #119490 SAN JOSE, CA
SEC
AUM
$676.2M
Employees
18
SAVANT INVESTMENT GROUP, LLC
CRD #108810 EMERYVILLE, CA
SEC
AUM
$674.9M
Employees
8
WHELAN FINANCIAL
CRD #107227 FRESNO, CA
SEC
AUM
$674.6M
Employees
8
PEAK INVESTMENTS, LLC
CRD #130952 LOS ANGELES, CA
SEC Private Funds
AUM
$674.4M
Employees
1
WADE FINANCIAL ADVISORY, INC.
CRD #108627 CAMPBELL, CA
SEC
AUM
$672.9M
Employees
9
WESTMOORE ADVISORS, LLC
CRD #140474 ANAHEIM HILLS, CA
SEC
AUM
$671.1M
Employees
5
TIDEMARK MANAGEMENT COMPANY LP
CRD #313541 MENLO PARK, CA
SEC Private Funds
AUM
$669.4M
Employees
18
NELSON CAPITAL MANAGEMENT INC
CRD #105660 PALO ALTO, CA
SEC
AUM
$668.9M
Employees
--
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD #286567 SAN DIEGO, CA
SEC
AUM
$668.2M
Employees
11
SANCUS CAPITAL MANAGEMENT LP
CRD #157121 LOS ANGELES, CA
SEC Private Funds
AUM
$667.3M
Employees
8
PALO ALTO INVESTORS LP
CRD #109171 PALO ALTO, CA
SEC Private Funds
AUM
$667M
Employees
12
HIGHLINE WEALTH PARTNERS, LLC
CRD #284712 SHERMAN OAKS, CA
SEC
AUM
$665.6M
Employees
15
DUNCAN-HURST CAPITAL MANAGEMENT, L.P.
CRD #129835 SAN DIEGO, CA
SEC
AUM
$665.3M
Employees
--
PIER 88 INVESTMENT PARTNERS, LLC
CRD #169316 SAN FRANCISCO, CA
SEC Private Funds
AUM
$665M
Employees
5
OPES WEALTH MANAGEMENT, LLC
CRD #299704 MENLO PARK, CA
SEC
AUM
$664.7M
Employees
9
DILIGENT INVESTORS, LLC
CRD #158708 REDLANDS, CA
SEC
AUM
$664.7M
Employees
3
PEAKVIEW CAPITAL MANAGEMENT CO.
CRD #287567 PALO ALTO, CA
SEC Private Funds
AUM
$663.8M
Employees
6
SKBA CAPITAL MANAGEMENT, LLC
CRD #108542 SAN FRANCISCO, CA
SEC
AUM
$662.4M
Employees
10
INCLUSIVE CAPITAL PARTNERS, L.P.
CRD #309419 SAN FRANCISCO, CA
SEC Private Funds
AUM
$662.3M
Employees
4
RUNNING POINT CAPITAL ADVISORS LLC
CRD #306275 EL SEGUNDO, CA
SEC
AUM
$656.9M
Employees
9
NAVALIGN, LLC
CRD #119919 ENCINO, CA
SEC
AUM
$655.6M
Employees
9
PACIFIC CAPITAL WEALTH ADVISORS, INC.
CRD #159294 CORONA, CA
SEC
AUM
$654.7M
Employees
9