RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CHICO WEALTH RIA, INC.
CRD #162562 CHICO, CA
SEC
AUM
$462.2M
Employees
4
PRISM ADVISORS, INC.
CRD #286474 STUDIO CITY, CA
SEC
AUM
$462M
Employees
5
SDS REAL ESTATE ADVISORS
CRD #309932 LOS ANGELES, CA
SEC Private Funds
AUM
$459.6M
Employees
12
ROSENBLUM SILVERMAN SUTTON SF INC
CRD #105774 SAN FRANCISCO, CA
SEC
AUM
$459.5M
Employees
5
WARREN STREET WEALTH ADVISORS, LLC
CRD #173447 IRVINE, CA
SEC
AUM
$457.8M
Employees
10
DIVERSIFI CAPITAL LLC
CRD #242788 LOS ALTOS, CA
SEC Private Funds
AUM
$456.9M
Employees
13
AKANTHOS CAPITAL MANAGEMENT, LLC
CRD #137485 WOODLAND HILLS, CA
SEC
AUM
$455.5M
Employees
10
PARKSHORE WEALTH MANAGEMENT
CRD #148052 GRANITE BAY, CA
SEC
AUM
$455.4M
Employees
9
G.W. SHERWOLD ASSOCIATES, INC.
CRD #42186 LAKE FOREST, CA
SEC
AUM
$455.4M
Employees
3
PARTNERS WEALTH MANAGEMENT, LLC
CRD #314816 CARMEL BY THE SEA, CA
SEC
AUM
$454.5M
Employees
35
FINANCIAL DESIGNS CORPORATION
CRD #14829 CLAREMONT, CA
SEC
AUM
$454.5M
Employees
6
TRINITY CAPITAL MANAGEMENT, LLC
CRD #143097 SANTA BARBARA, CA
SEC
AUM
$453.5M
Employees
5
FINANCIAL FOCUS LLC
CRD #282177 CARLSBAD, CA
SEC
AUM
$453M
Employees
8
ELYXIUM WEALTH LLC
CRD #328603 BEVERLY HILLS, CA
SEC
AUM
$452.7M
Employees
5
BRIDGE ADVISORY LLC
CRD #148282 PASADENA, CA
SEC
AUM
$452.6M
Employees
18
OSTERWEIS CAPITAL MANAGEMENT INC
CRD #105421 SAN FRANCISCO, CA
SEC
AUM
$452.3M
Employees
63
RNP ADVISORY SERVICES, INC.
CRD #113354 MORGAN HILL, CA
SEC
AUM
$451M
Employees
8
JMG CAPITAL MANAGEMENT, LLC
CRD #112009 LOS ANGELES, CA
SEC
AUM
$450.5M
Employees
10
TRI-AD CAPITAL MANAGEMENT, INC.
CRD #109687 ESCONDIDO, CA
SEC
AUM
$448.9M
Employees
5
NOMAD FINTECH INC
CRD #307764 MENLO PARK, CA
SEC
AUM
$448.6M
Employees
53
FUND MANAGEMENT AT ENGINE NO. 1 LLC
CRD #311877 SAN FRANCISCO, CA
SEC
AUM
$448.6M
Employees
33
DST WEALTH MANAGEMENT LLC
CRD #302110 INDIAN WELLS, CA
SEC
AUM
$446.9M
Employees
12
SIERRA OCEAN, LLC
CRD #313829 RIPON, CA
SEC
AUM
$446.6M
Employees
7
GAVILAN INVESTMENT PARTNERS LLC
CRD #311134 BURLINGAME, CA
SEC Private Funds
AUM
$445.1M
Employees
1
WEINBERGER ASSET MANAGEMENT, INC
CRD #106176 LOS ANGELES, CA
SEC
AUM
$443.9M
Employees
3