RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BROOKSTREET SECURITIES CORPORATION
CRD #14667 IRVINE, CA
SEC
AUM
$495.1M
Employees
51
SQN INVESTORS LP
CRD #171505 MENLO PARK, CA
Private Funds
AUM
$494.6M
Employees
7
SELBY WEALTH MANAGEMENT, LLC
CRD #334084 EMERYVILLE, CA
SEC
AUM
$494.6M
Employees
4
INVESTMENT PLACEMENT GROUP
CRD #14458 LA JOLLA, CA
SEC
AUM
$494M
Employees
--
REDWOOD HOLDINGS, LLC
CRD #173916 SANTA MONICA, CA
SEC Disclosures
AUM
$493M
Employees
3
HERRMANN & COOKE, INC.
CRD #110722 DANVILLE, CA
SEC
AUM
$492.8M
Employees
10
WAITE & ASSOCIATES
CRD #109713 LOS ANGELES, CA
SEC
AUM
$492.1M
Employees
5
BURLESON & COMPANY, LLC
CRD #131803 PETALUMA, CA
SEC Private Funds
AUM
$492M
Employees
5
ILLUMINATION ASSET MANAGEMENT, LLC
CRD #164895 LOS ANGELES, CA
SEC Private Funds
AUM
$492M
Employees
3
RED IRON GROUP MANAGEMENT, LLC
CRD #317920 MENLO PARK, CA
SEC Private Funds
AUM
$491.3M
Employees
13
HERITAGE WEALTH MANAGEMENT, INC.
CRD #316956 SAN DIEGO, CA
SEC Private Funds
AUM
$491.2M
Employees
9
ARISTON SERVICES GROUP, LLC
CRD #146255 SAN DIEGO, CA
SEC Private Funds
AUM
$490.8M
Employees
5
KAUFMAN, BERNSTEIN, OBERMAN, TIVOLI & MILLER, LLC
CRD #114000 LOS ANGELES, CA
SEC
AUM
$489.5M
Employees
--
AVALAN, LLC
CRD #156109 SANTA BARBARA, CA
SEC Private Funds
AUM
$488.9M
Employees
10
JACKSON SQUARE CAPITAL, LLC
CRD #300314 SAN FRANCISCO, CA
SEC
AUM
$488.8M
Employees
6
ROBERTSON STEPHENS ADVISORS LLC
CRD #166736 SAN FRANCISCO, CA
SEC Private Funds
AUM
$488.1M
Employees
20
MARIN FINANCIAL ADVISORS LLC
CRD #135872 LARKSPUR, CA
SEC
AUM
$487.7M
Employees
2
PHASE 2 PARTNERS, LLC
CRD #311741 SAN FRANCISCO, CA
SEC Private Funds
AUM
$487.4M
Employees
8
AVALON CAPITAL MANAGEMENT
CRD #107501 PORT OF REDWOOD CITY, CA
SEC
AUM
$487.4M
Employees
4
DEDORA CAPITAL, INC.
CRD #177523 NAPA, CA
SEC
AUM
$487.1M
Employees
11
POTENTIA RIA, LLC
CRD #329135 SAN JOSE, CA
SEC
AUM
$485.5M
Employees
14
IBN ASSET MANAGEMENT, LLC
CRD #290114 THOUSAND OAKS, CA
SEC
AUM
$485.4M
Employees
6
TTP INVESTMENTS, INC.
CRD #284082 SAN JOSE, CA
SEC
AUM
$485.3M
Employees
3
CURTIS ADVISORY GROUP, LLC
CRD #151695 SANTA BARBARA, CA
SEC
AUM
$485M
Employees
3
JOHANSON FINANCIAL ADVISORS, INC.
CRD #159244 CAMPBELL, CA
SEC
AUM
$484.1M
Employees
5