RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GKM ADVISERS, LLC
CRD #127774 LOS ANGELES, CA
SEC
AUM
$585.7M
Employees
--
STOLPER & COMPANY
CRD #6911 SAN DIEGO, CA
SEC
AUM
$585.2M
Employees
3
MA PRIVATE WEALTH, LLC
CRD #291366 SAN CARLOS, CA
SEC
AUM
$584.1M
Employees
7
SHUMAN & SCHNEIDER
CRD #110470 SAN FRANCISCO, CA
SEC
AUM
$583.3M
Employees
5
EPSTEIN AND WHITE FINANCIAL LLC
CRD #281230 SAN DIEGO, CA
SEC
AUM
$583.3M
Employees
19
MAIN MANAGEMENT FUND ADVISORS, LLC
CRD #281689 SAN FRANCISCO, CA
SEC
AUM
$582.1M
Employees
22
ELEVATION WEALTH PARTNERS, LLC
CRD #123971 WALNUT CREEK, CA
SEC
AUM
$582.1M
Employees
10
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD #322382 DANVILLE, CA
SEC Private Funds
AUM
$581.9M
Employees
92
CIC/HCM ASSET MANAGEMENT, INC
CRD #105269 LOS ANGELES, CA
SEC
AUM
$579.9M
Employees
10
BUCHANAN STREET PARTNERS, LP
CRD #113634 NEWPORT BEACH, CA
SEC Private Funds Disclosures
AUM
$579.7M
Employees
25
ROWLING & ASSOCIATES LLC
CRD #308292 SAN DIEGO, CA
SEC
AUM
$579.6M
Employees
15
EWG ELEVATE INC.
CRD #291805 ROSEVILLE, CA
SEC
AUM
$578.4M
Employees
23
L.S.Y., INC
CRD #38 SAN RAMON, CA
SEC
AUM
$578.1M
Employees
30
SECTION PARTNERS MANAGEMENT, LLC
CRD #314618 PALO ALTO, CA
SEC Private Funds
AUM
$577.1M
Employees
10
ONEPRIME CAPITAL LLC
CRD #299697 PALO ALTO, CA
SEC Private Funds
AUM
$576.7M
Employees
7
CYPRESS WEALTH ADVISORS LLC
CRD #132498 SAN FRANCISCO, CA
SEC Private Funds
AUM
$576.4M
Employees
8
SF EQUITY PARTNERS MANAGEMENT, LLC
CRD #162396 SAN FRANCISCO, CA
SEC Private Funds
AUM
$575.4M
Employees
8
TCFG INVESTMENT ADVISORS, LLC
CRD #166606 LAGUNA NIGUEL, CA
SEC Disclosures
AUM
$575.1M
Employees
27
FOUNDERS FINANCIAL NETWORK, LLC
CRD #136401 CUPERTINO, CA
SEC
AUM
$574.8M
Employees
6
TITUS WEALTH MANAGEMENT
CRD #136970 LARKSPUR, CA
SEC
AUM
$574M
Employees
18
VIVID FINANCIAL MANAGEMENT, INC.
CRD #281392 ORCUTT, CA
SEC
AUM
$573.5M
Employees
21
KORNERSTONE, INC.
CRD #170687 CHICO, CA
SEC
AUM
$573.5M
Employees
4
ARX MANAGEMENT, LLC
CRD #305659 EL SEGUNDO, CA
SEC
AUM
$573.4M
Employees
5
NEXT PLAY CAPITAL, LLC
CRD #173787 REDWOOD CITY, CA
SEC Private Funds
AUM
$571.5M
Employees
11
NWK GROUP, INC.
CRD #124186 SAN FRANCISCO, CA
SEC
AUM
$570.9M
Employees
6