RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SECURITY GLOBAL INVESTORS, LLC
CRD #144107 SAN FRANCISCO, CA
SEC
AUM
$509.1M
Employees
--
FMB WEALTH MANAGEMENT
CRD #122309 WESTLAKE VILLAGE, CA
SEC
AUM
$507.8M
Employees
11
NOLAN MANAGEMENT LLC
CRD #312637 HERMOSA BEACH, CA
SEC Private Funds
AUM
$506.7M
Employees
10
TEMPUS WEALTH PLANNING, LLC
CRD #285349 IRVINE, CA
SEC
AUM
$506.5M
Employees
9
ASSET PLANNING, INC
CRD #111535 CYPRESS, CA
SEC
AUM
$506M
Employees
6
SIRIUS ADVISORS LLC
CRD #136968 MANHATTAN BEACH, CA
SEC
AUM
$505.9M
Employees
5
WP ADVISORS, LLC
CRD #118268 SAN FRANCISCO, CA
SEC
AUM
$505.7M
Employees
4
TELLONE MANAGEMENT GROUP INC
CRD #111051 ANAHEIM HILLS, CA
SEC Private Funds Disclosures
AUM
$505.3M
Employees
9
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD #125401 PETALUMA, CA
SEC
AUM
$505.3M
Employees
2
BRENNAN JOHN DAVID
CRD #108801 CORONADO, CA
SEC
AUM
$505.2M
Employees
2
AIMZ INVESTMENT ADVISORS LLC
CRD #155810 LOS ALTOS, CA
SEC
AUM
$504.9M
Employees
2
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
CRD #310407 MENLO PARK, CA
SEC Private Funds
AUM
$504.6M
Employees
9
IMPERIAL CREDIT ASSET MANAGEMENT INC
CRD #110157 BEVERLY HILLS, CA
SEC
AUM
$504M
Employees
10
GROUNDFORCE CAPITAL MANAGEMENT, LLC
CRD #299383 MILL VALLEY, CA
SEC Private Funds
AUM
$503.5M
Employees
13
THREE ARCH WEALTH MANAGEMENT LLC
CRD #333733 IRVINE, CA
SEC
AUM
$503M
Employees
5
AHOY CAPITAL MANAGEMENT LLC
CRD #300100 PALO ALTO, CA
SEC Private Funds
AUM
$503M
Employees
4
PORTFOLIO DESIGN LABS, LLC
CRD #318127 ENCINO, CA
SEC
AUM
$501.8M
Employees
4
STEWART WEALTH MANAGEMENT, INC.
CRD #143425 SAN RAFAEL, CA
SEC
AUM
$501.2M
Employees
3
ARTIS VENTURES MANAGEMENT, L.P.
CRD #168686 SAN FRANCISCO, CA
Private Funds
AUM
$500.9M
Employees
9
PROLOGIS PRIVATE CAPITAL, LLC
CRD #109190 SAN FRANCISCO, CA
SEC Private Funds
AUM
$500M
Employees
10
PASKIN & KAHR CAPITAL MANAGEMENT LLC
CRD #130046 SAN FRANCISCO, CA
SEC
AUM
$500M
Employees
1
PARALLAXES CAPITAL MANAGEMENT, LLC
CRD #291657 LOS ANGELES, CA
SEC Private Funds
AUM
$499.5M
Employees
2
PRAETORIAN WEALTH MANAGEMENT, INC.
CRD #147814 CARMEL, CA
SEC
AUM
$498.8M
Employees
8
CHELSEA COUNSEL COMPANY
CRD #110399 WOODLAND HILLS, CA
SEC
AUM
$497M
Employees
7
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD #130931 DANVILLE, CA
SEC
AUM
$496.8M
Employees
1