RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
KAUFMAN + BERNSTEIN, INC.
CRD #139370 LOS ANGELES, CA
SEC Private Funds Disclosures
AUM
$654.7M
Employees
19
ENGAGED CAPITAL, LLC
CRD #161251 NEWPORT BEACH, CA
SEC Private Funds
AUM
$652.3M
Employees
12
EXTRACT ADVISORS LLC
CRD #285535 CALABASAS, CA
SEC Private Funds
AUM
$651.6M
Employees
10
WILSEY ASSET MANAGEMENT INCORPORATED
CRD #130482 SAN DIEGO, CA
SEC
AUM
$650M
Employees
8
NEWFRONT RETIREMENT SERVICES, INC.
CRD #167641 SAN MATEO, CA
SEC
AUM
$649.3M
Employees
30
FUTUREADVISOR, INC.
CRD #154604 SAN FRANCISCO, CA
SEC
AUM
$648.9M
Employees
20
ALLIANZ GLOBAL INVESTORS OF AMERICA L.P.
CRD #105400 NEWPORT BEACH, CA
SEC
AUM
$648.4M
Employees
51
CARDINAL POINT WEALTH MANAGEMENT, LLC
CRD #151579 IRVINE, CA
SEC
AUM
$648.1M
Employees
26
TRAVEKA WEALTH, LLC
CRD #328421 LOS ALTOS, CA
SEC
AUM
$647.9M
Employees
6
AURUM CAPITAL MANAGEMENT CORP
CRD #106988 SAN FRANCISCO, CA
SEC
AUM
$647.6M
Employees
--
EVOLUTION CAPITAL MANAGEMENT LLC
CRD #161668 SANTA MONICA, CA
SEC Private Funds
AUM
$645.9M
Employees
13
3 BRIDGE CAPITAL LLC
CRD #109566 SAN FRANCISCO, CA
SEC
AUM
$645.4M
Employees
10
SOLSTEIN CAPITAL, LLC
CRD #157888 MENLO PARK, CA
SEC Private Funds
AUM
$645.2M
Employees
6
LUCASHILL, LLC
CRD #321069 PALO ALTO, CA
SEC Private Funds
AUM
$644.5M
Employees
3
DEFILADE CAPITAL MANAGEMENT, L.P.
CRD #337997 EMERYVILLE, CA
SEC Private Funds
AUM
$644.1M
Employees
7
CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
CRD #316266 IRVINE, CA
SEC
AUM
$642M
Employees
27
ARIXA MANAGEMENT, LLC
CRD #336603 LOS ANGELES, CA
SEC
AUM
$641.1M
Employees
93
SIVIA CAPITAL PARTNERS, LLC
CRD #170413 MILL VALLEY, CA
SEC
AUM
$640.8M
Employees
4
RBO & CO, LLC
CRD #112172 ST. HELENA, CA
SEC
AUM
$640.7M
Employees
8
PHAEACIAN PARTNERS LLC
CRD #307899 EL SEGUNDO, CA
SEC Private Funds
AUM
$640.6M
Employees
9
SPECTRUM ASSET MANAGEMENT INC
CRD #111007 NEWPORT BEACH, CA
SEC
AUM
$640.1M
Employees
11
ALLIANCE ADVISORY & SECURITIES, LLC
CRD #18835 WESTLAKE VILLAGE, CA
SEC
AUM
$639.4M
Employees
25
GRADIENT CAPITAL ADVISORS, LLC
CRD #168912 SAN DIEGO, CA
SEC
AUM
$637.5M
Employees
7
AFFINITY CAPITAL ADVISORS LLC
CRD #166226 BERKELEY, CA
SEC
AUM
$636.1M
Employees
9
INTEGRIS WEALTH MANAGEMENT, LLC
CRD #111336 MONTEREY, CA
SEC
AUM
$635.1M
Employees
16