RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CHARGER INVESTMENT PARTNERS LP
CRD #307191 EL SEGUNDO, CA
SEC Private Funds
AUM
$612.7M
Employees
14
WELLS FARGO ALTERNATIVE ASSET MANAGEMENT LLC
CRD #113624 SAN FRANCISCO, CA
SEC
AUM
$612.1M
Employees
--
HOEFER & ARNETT CAPITAL MANAGEMENT, INC.
CRD #110561 SAN FRANCISCO, CA
SEC
AUM
$610.2M
Employees
--
VANTAGE WEALTH
CRD #111324 PASADENA, CA
SEC
AUM
$609.1M
Employees
6
LEGACY CAPITAL GROUP CALIFORNIA, INC.
CRD #111436 LOS GATOS, CA
SEC
AUM
$608.4M
Employees
18
PROTECTED INVESTORS OF AMERICA
CRD #6082 SAN FRANCISCO, CA
SEC
AUM
$607.9M
Employees
68
CENTRAL VALLEY ADVISORS, LLC
CRD #324974 SACRAMENTO, CA
SEC
AUM
$607.2M
Employees
6
SEASIDE EQUITY PARTNERS, LLC
CRD #307171 SAN DIEGO, CA
SEC Private Funds
AUM
$605.7M
Employees
14
CALDWELL SUTTER CAPITAL, INC.
CRD #10489 SAUSALITO, CA
SEC
AUM
$605.7M
Employees
17
CONIFER SECURITIES LLC
CRD #23857 SAN FRANCISCO, CA
SEC
AUM
$604.7M
Employees
--
RENBERG CAPITAL MANAGEMENT INC
CRD #110141 BEVERLY HILLS, CA
SEC
AUM
$604.5M
Employees
--
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CRD #146132 CORONA, CA
SEC
AUM
$603.5M
Employees
27
FRONTIER GLOBAL PARTNERS LLC
CRD #145341 LA JOLLA, CA
SEC Private Funds
AUM
$603.2M
Employees
9
AR ASSET MANAGEMENT, INC.
CRD #110342 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$602.6M
Employees
4
CONCENTRIC WEALTH MANAGEMENT LLC
CRD #144773 LAFAYETTE, CA
SEC
AUM
$601.3M
Employees
6
CLARITY WEALTH ADVISORS, LLC
CRD #157913 SAN JOSE, CA
SEC
AUM
$601.2M
Employees
4
GIRARD SECURITIES, INC.
CRD #18697 SAN DIEGO, CA
SEC
AUM
$596.8M
Employees
126
JOCELYN INVESTMENT MANAGEMENT, LLC
CRD #145005 SAN RAFAEL, CA
SEC
AUM
$596.6M
Employees
2
MT. EDEN INVESTMENT ADVISORS, LLC
CRD #133315 SAN FRANCISCO, CA
SEC
AUM
$596.5M
Employees
11
AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC
CRD #284231 SEAL BEACH, CA
SEC Private Funds
AUM
$594.8M
Employees
33
JOHN W. BROOKER & CO., CPAS, PC
CRD #105437 OAKLAND, CA
SEC
AUM
$592.4M
Employees
8
BOW CAPITAL MANAGEMENT, LLC
CRD #285101 MENLO PARK, CA
Private Funds
AUM
$591.4M
Employees
6
SPANOS BARBER JESSE & CO., LLC
CRD #293841 WALNUT CREEK, CA
SEC Private Funds
AUM
$590.9M
Employees
17
L2 POINT MANAGEMENT LLC
CRD #317924 SAN FRANCISCO, CA
SEC Private Funds
AUM
$589.5M
Employees
6
ARROWROOT CAPITAL MANAGEMENT, LLC
CRD #285193 MARINA DEL REY, CA
SEC Private Funds
AUM
$587.4M
Employees
15