RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
URSA FUND MANAGEMENT LLC
CRD #283363 DANVILLE, CA
SEC Private Funds
AUM
$633.6M
Employees
2
LASALLE DEBT INVESTORS
CRD #158422 LOS ANGELES, CA
SEC
AUM
$632.7M
Employees
12
MASON & ASSOCIATES, INC.
CRD #141303 LOS ANGELES, CA
SEC
AUM
$631.3M
Employees
7
MISSION CREEK CAPITAL PARTNERS, INC.
CRD #151514 SAN FRANCISCO, CA
SEC
AUM
$630.4M
Employees
12
ATLAS LEGACY ADVISORS LLC
CRD #329888 LOS ANGELES, CA
SEC
AUM
$629.8M
Employees
6
CRESCENT COVE ADVISORS, LP
CRD #288111 SAN FRANCISCO, CA
SEC Private Funds
AUM
$629.6M
Employees
11
FIVESPAN PARTNERS, LP
CRD #332551 SAN FRANCISCO, CA
SEC Private Funds
AUM
$628.7M
Employees
9
THE ROXBOROUGH GROUP, LLC
CRD #310949 SAN FRANCISCO, CA
SEC Private Funds
AUM
$626.9M
Employees
12
SWEENEY & MICHEL, LLC
CRD #282595 CHICO, CA
SEC
AUM
$625.9M
Employees
5
CUADRILLA CAPITAL, LLC
CRD #314510 SANTA BARBARA, CA
SEC Private Funds
AUM
$625M
Employees
8
MARCATO CAPITAL MANAGEMENT LP
CRD #154730 SAN FRANCISCO, CA
SEC Private Funds
AUM
$624.8M
Employees
14
ARES CAPITAL MANAGEMENT III LLC
CRD #168076 LOS ANGELES, CA
SEC Private Funds
AUM
$624M
Employees
106
MOSAIC FINANCIAL PARTNERS, INC.
CRD #105180 SAN FRANCISCO, CA
SEC
AUM
$622.9M
Employees
19
MESON CAPITAL PARTNERS LLC
CRD #167385 SAN FRANCISCO, CA
Private Funds
AUM
$622.9M
Employees
4
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
CRD #284310 MENLO PARK, CA
SEC Private Funds
AUM
$620.8M
Employees
10
DASH ACQUISITIONS INC.
CRD #135281 WOODLAND HILLS, CA
SEC
AUM
$620.3M
Employees
9
RIDGECREST WEALTH PARTNERS, LLC
CRD #311984 SAN RAFAEL, CA
SEC
AUM
$619.6M
Employees
3
CAPITALWORKS INVESTMENT PARTNERS LLC
CRD #108548 SAN DIEGO, CA
SEC
AUM
$619.3M
Employees
--
MENLO EQUITIES VI LP
CRD #284048 MENLO PARK, CA
SEC Private Funds
AUM
$618.2M
Employees
0
R. S. CRUM, INC.
CRD #158621 NEWPORT BEACH, CA
SEC
AUM
$617M
Employees
8
OPUS INVESTMENT ADVISORS, LLC
CRD #122345 EL SEGUNDO, CA
SEC
AUM
$616M
Employees
5
BONNIE WUSZ & ASSOCIATES, INC.
CRD #116471 ORANGE, CA
SEC
AUM
$615.3M
Employees
6
RIOT VENTURES MANAGEMENT, LLC
CRD #288647 VENICE, CA
SEC Private Funds
AUM
$615M
Employees
5
LAZARI CAPITAL MANAGEMENT, INC.
CRD #172932 WOODLAND HILLS, CA
SEC
AUM
$614.6M
Employees
14
PROSPERITAS FINANCIAL, LLC
CRD #315768 VALENCIA, CA
SEC
AUM
$612.7M
Employees
19