RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD #106635 PASADENA, CA
SEC
AUM
$530.3M
Employees
5
FORTEM FINANCIAL GROUP, LLC
CRD #291662 PALM DESERT, CA
SEC
AUM
$528.5M
Employees
10
SULLIVAN & SERWITZ INVESTMENT ADVISORS INC
CRD #106029 LOS ALTOS, CA
SEC Disclosures
AUM
$527M
Employees
6
TORTUGA ADVISERS LLC
CRD #137514 SIMI VALLEY, CA
SEC
AUM
$527M
Employees
1
KICAP MANAGEMENT LP
CRD #112698 IRVINE, CA
SEC
AUM
$526M
Employees
10
RETIREMENT WELLNESS GROUP LLC
CRD #297255 PASADENA, CA
SEC
AUM
$523.7M
Employees
2
BMB ADVISERS LLC
CRD #118410 LOS ANGELES, CA
SEC
AUM
$523.1M
Employees
3
CASTLE ROCK WEALTH MANAGEMENT, LLC
CRD #199513 WALNUT CREEK, CA
SEC
AUM
$521.8M
Employees
8
ADVANTAGE ALPHA CAPITAL PARTNERS LP
CRD #297816 SAN FRANCISCO, CA
SEC Private Funds
AUM
$521.4M
Employees
6
HAHN CAPITAL MANAGEMENT, LLC
CRD #108911 WALNUT CREEK, CA
SEC
AUM
$521M
Employees
5
PACIFIC EDGE ADVISORS, LLC
CRD #283628 CORONA DEL MAR, CA
SEC
AUM
$520.9M
Employees
3
SUMMIT FINANCIAL ADVISORS, LLC
CRD #109280 SAN MATEO, CA
SEC
AUM
$519M
Employees
4
NEST EGG ETFS, LLC
CRD #332971 DOWNEY, CA
SEC
AUM
$519M
Employees
3
PAINTED PORCH ADVISORS LLC
CRD #304375 SANTA BARBARA, CA
SEC Private Funds
AUM
$518.2M
Employees
19
FALL LINE CAPITAL, LLC
CRD #283625 SAN MATEO, CA
SEC Private Funds
AUM
$518M
Employees
12
MEANINGFUL PARTNERS LLC
CRD #306169 EL SEGUNDO, CA
SEC Private Funds
AUM
$517.9M
Employees
7
WESPAC ADVISORS SOCAL, LLC
CRD #158413 PASADENA, CA
SEC
AUM
$516.3M
Employees
12
KAYAK INVESTMENT PARTNERS LLC
CRD #166116 SAN FRANCISCO, CA
SEC Private Funds
AUM
$514.8M
Employees
10
MEDINA VALUE PARTNERS, LLC
CRD #155192 LOS ANGELES, CA
SEC Private Funds
AUM
$511.6M
Employees
7
ARCHITECT CAPITAL CORP.
CRD #315010 SAN FRANCISCO, CA
SEC Private Funds
AUM
$510.8M
Employees
14
ASYMMETRY CAPITAL MANAGEMENT, L.P.
CRD #269947 SAN FRANCISCO, CA
SEC Private Funds
AUM
$510.4M
Employees
7
XELAN INC
CRD #104856 SAN DIEGO, CA
SEC
AUM
$510M
Employees
5
CORAL TREE MANAGEMENT, LP
CRD #313118 LOS ANGELES, CA
SEC Private Funds
AUM
$509.6M
Employees
8
ACACIA WEALTH ADVISORS, LLC
CRD #135044 BEVERLY HILLS, CA
SEC
AUM
$509.3M
Employees
4
PINHOOK CAPITAL, LLC
CRD #158509 SAN DIEGO, CA
SEC
AUM
$509.2M
Employees
9