RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WOODWARD DIVERSIFIED CAPITAL, LLC
CRD #306299 BAKERSFIELD, CA
SEC Private Funds
AUM
$570.8M
Employees
6
NEUMANN CAPITAL MANAGEMENT, LLC
CRD #112182 FOSTER CITY, CA
SEC
AUM
$568.5M
Employees
4
PEAKVIEW MANAGEMENT, LLC
CRD #305663 MENLO PARK, CA
SEC Private Funds
AUM
$568.3M
Employees
6
HOKANSON ASSOCIATES, INC.
CRD #104617 SOLANA BEACH, CA
SEC
AUM
$568.2M
Employees
11
LINEPOINT PARTNERS & CO., LLC
CRD #332598 LOS ANGELES, CA
SEC Private Funds
AUM
$567.3M
Employees
11
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
CRD #6609 PASADENA, CA
SEC Private Funds Disclosures
AUM
$565.2M
Employees
11
WESTERN STANDARD, LLC
CRD #147864 LOS ANGELES, CA
SEC Private Funds
AUM
$564.9M
Employees
7
BLUE ZONE WEALTH ADVISORS, LLC
CRD #305943 LOS ANGELES, CA
SEC Private Funds
AUM
$564.8M
Employees
6
SNOW LAKE MANAGEMENT LP
CRD #322971 MENLO PARK, CA
SEC Private Funds
AUM
$562.9M
Employees
1
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
CRD #140861 DANVILLE, CA
SEC Disclosures
AUM
$561.6M
Employees
12
STAMPER CAPITAL & INVESTMENTS, INC.
CRD #106041 CORONA DEL MAR, CA
SEC
AUM
$561M
Employees
5
AECOM CAPITAL REAL ESTATE, LLC
CRD #298333 LOS ANGELES, CA
SEC Private Funds
AUM
$559.5M
Employees
4
FINANCIAL ALTERNATIVES, INC.
CRD #108245 LA JOLLA, CA
SEC
AUM
$559.4M
Employees
12
CERRO PACIFIC WEALTH ADVISORS, LLC
CRD #310825 SAN LUIS OBISPO, CA
SEC
AUM
$558.1M
Employees
4
BETTERWEALTH LLC
CRD #226661 SAN JOSE, CA
SEC
AUM
$558M
Employees
6
GRAND JEAN CAPITAL MANAGEMENT INC.
CRD #111738 SAN FRANCISCO, CA
SEC
AUM
$557.7M
Employees
6
HARRIS FINANCIAL ADVISORS INC
CRD #107510 TORRANCE, CA
SEC
AUM
$556.4M
Employees
15
EPSILON FINANCIAL GROUP, INC.
CRD #111990 FAIRFIELD, CA
SEC
AUM
$554.1M
Employees
8
COGENUITY PARTNERS, LLC
CRD #332474 SAN FRANCISCO, CA
SEC Private Funds
AUM
$553.8M
Employees
13
HAMILTON WEALTH, LLC
CRD #289462 LOS ANGELES, CA
SEC
AUM
$553.7M
Employees
4
PACIFIC ASSETS MANAGEMENT LLC
CRD #112011 LOS ANGELES, CA
SEC
AUM
$553.6M
Employees
10
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
CRD #294019 SANTA ROSA, CA
SEC
AUM
$553.1M
Employees
6
BRENTWOOD PRIVATE EQUITY IV, L.P.
CRD #156566 LOS ANGELES, CA
SEC Private Funds
AUM
$553.1M
Employees
18
STONNINGTON GROUP, LLC
CRD #131221 PASADENA, CA
SEC Private Funds
AUM
$553M
Employees
2
TRANSAMERICA FINANCIAL ADVISORS, INC.
CRD #3600 LOS ANGELES, CA
SEC
AUM
$550.7M
Employees
51