RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PURUS WEALTH MANAGEMENT, LLC
CRD #174490 NEWPORT BEACH, CA
SEC
AUM
$548.2M
Employees
11
VERSO PARTNERS LP
CRD #318319 SAN FRANCISCO, CA
SEC Private Funds
AUM
$547.1M
Employees
7
BOLTHOUSE INVESTMENTS, LLC
CRD #148531 BAKERSFIELD, CA
SEC Private Funds
AUM
$544.8M
Employees
9
20/20 CAPITAL MANAGEMENT, INC
CRD #281692 COSTA MESA, CA
SEC
AUM
$544.7M
Employees
38
THE RETIREMENT GROUP, LLC
CRD #148296 SAN DIEGO, CA
SEC
AUM
$544.5M
Employees
30
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD #108882 LAGUNA HILLS, CA
SEC
AUM
$541.7M
Employees
11
HUBER CAPITAL MANAGEMENT LLC
CRD #143344 EL SEGUNDO, CA
SEC
AUM
$541.5M
Employees
10
SUREVEST, LLC
CRD #306872 LOS ANGELES, CA
SEC
AUM
$541.1M
Employees
12
LOGICA CAPITAL ADVISERS, LLC
CRD #168906 LOS ANGELES, CA
SEC Private Funds
AUM
$541M
Employees
8
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
CRD #105052 FOLSOM, CA
SEC
AUM
$540M
Employees
10
ARIADNE WEALTH MANAGEMENT, LP
CRD #170999 SANTA BARBARA, CA
SEC
AUM
$539.3M
Employees
6
3000 MANAGEMENT, INC.
CRD #121168 SAN FRANCISCO, CA
SEC Private Funds
AUM
$539M
Employees
9
DAFNA CAPITAL MANAGEMENT, LLC
CRD #129053 LOS ANGELES, CA
SEC Private Funds
AUM
$537.7M
Employees
8
FORD FINANCIAL GROUP, LLC
CRD #284977 FRESNO, CA
SEC
AUM
$537.1M
Employees
16
GARRISON POINT ADVISORS, LLC
CRD #292016 WALNUT CREEK, CA
SEC
AUM
$537M
Employees
10
FIRST TURN MANAGEMENT, LLC
CRD #327421 SOLANA BEACH, CA
SEC Private Funds
AUM
$536.6M
Employees
3
SELDON CAPITAL LP
CRD #300755 SAN FRANCISCO, CA
SEC Private Funds
AUM
$536.3M
Employees
7
INTEGRAL INVESTMENT ADVISORS, INC.
CRD #146569 TURLOCK, CA
SEC
AUM
$535.8M
Employees
7
INFANGER INVESTMENT TECHNOLOGY, LLC
CRD #112328 MOUNTAIN VIEW, CA
SEC
AUM
$534.9M
Employees
1
HC FINANCIAL ADVISORS INC
CRD #110436 LAFAYETTE, CA
SEC
AUM
$534.8M
Employees
10
SOLACE CAPITAL PARTNERS, L.P.
CRD #175319 LOS ANGELES, CA
SEC Private Funds
AUM
$534.6M
Employees
11
WESTSHORE WEALTH, LLC
CRD #283843 NEWPORT BEACH, CA
SEC
AUM
$534.3M
Employees
10
PENSION ARCHITECTS ADVISORY GROUP, LLC
CRD #145242 PASADENA, CA
SEC
AUM
$534.1M
Employees
1
MERITAS WEALTH MANAGEMENT, LLC
CRD #148565 SAN RAFAEL, CA
SEC
AUM
$533.8M
Employees
12
ANGELENO GROUP, LLC
CRD #159677 LOS ANGELES, CA
SEC Private Funds
AUM
$532M
Employees
12