RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PREMIER WEALTH ADVISORS, LLC
CRD #285510 SAN DIEGO, CA
SEC
AUM
$483.2M
Employees
6
JDH WEALTH MANAGEMENT, LLC
CRD #112474 SANTA ROSA, CA
SEC
AUM
$483.1M
Employees
2
ION PACIFIC, INC.
CRD #328607 VENICE, CA
SEC Private Funds
AUM
$483.1M
Employees
19
FINANCIAL CONNECTIONS GROUP, INC.
CRD #108906 LARKSPUR, CA
SEC
AUM
$480.8M
Employees
8
OMEGA FINANCIAL GROUP, LLC
CRD #164147 SANTA BARBARA, CA
SEC
AUM
$480.2M
Employees
6
P4G CAPITAL MANAGEMENT, LLC
CRD #300645 SAN FRANCISCO, CA
SEC Private Funds
AUM
$479.3M
Employees
9
WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD #109770 PLEASANT HILL, CA
SEC
AUM
$478.5M
Employees
7
JACKSON FINANCIAL MANAGEMENT
CRD #108029 COSTA MESA, CA
SEC
AUM
$477.4M
Employees
13
OLD WEST INVESTMENT MANAGEMENT, LLC
CRD #148343 LOS ANGELES, CA
SEC Private Funds
AUM
$476.5M
Employees
7
LIFE LINE WEALTH MANAGEMENT LLC
CRD #171051 BEVERLY HILLS, CA
SEC
AUM
$476.2M
Employees
5
ROCKWATER MUNICIPAL ADVISORS, LLC
CRD #134971 IRVINE, CA
SEC
AUM
$475.7M
Employees
10
LIBRA WEALTH LLC
CRD #288098 LOS GATOS, CA
SEC
AUM
$473.7M
Employees
5
TRIAGEN WEALTH MANAGEMENT LLC
CRD #308457 CALABASAS, CA
SEC
AUM
$473.6M
Employees
4
FINANCIAL DECISIONS, INC.
CRD #118883 STOCKTON, CA
SEC
AUM
$472.7M
Employees
8
WEST WEALTH GROUP, LLC
CRD #316644 IRVINE, CA
SEC
AUM
$472.1M
Employees
27
DDFG, INC
CRD #317862 THOUSAND OAKS, CA
SEC
AUM
$470.8M
Employees
6
DHR INVESTMENT COUNSEL LTD
CRD #109546 OAKLAND, CA
SEC
AUM
$470.4M
Employees
4
TOWERPOINT WEALTH, LLC
CRD #288593 SACRAMENTO, CA
SEC
AUM
$470M
Employees
9
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRD #284787 WESTLAKE VILLAGE, CA
SEC
AUM
$467.7M
Employees
4
GENESIS CAPITAL, LLC
CRD #170568 LOS ANGELES, CA
Private Funds
AUM
$466.6M
Employees
57
ENERGY POWER MANAGEMENT I, LLC
CRD #164298 EL SEGUNDO, CA
Private Funds
AUM
$465.7M
Employees
5
FACTION VENTURES, LLC
CRD #318821 PALO ALTO, CA
SEC Private Funds
AUM
$465.7M
Employees
7
POINT LOBOS CAPITAL, LLC
CRD #151321 SAN FRANCISCO, CA
SEC Private Funds
AUM
$465M
Employees
6
ORIN GREEN FINANCIAL, LLC
CRD #285670 SAN DIEGO, CA
SEC
AUM
$463.8M
Employees
7
TRI-AD CAPITAL MANAGEMENT I, LLC
CRD #324364 ESCONDIDO, CA
SEC
AUM
$463.4M
Employees
4