RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
AVALON GLOBAL ASSET MANAGEMENT LLC
CRD #107785 SAN FRANCISCO, CA
SEC Private Funds
AUM
$443.8M
Employees
5
PROSPERITY WEALTH MANAGEMENT, INC.
CRD #174328 SAN RAMON, CA
SEC
AUM
$442.2M
Employees
51
CEREBELLUM GP, LLC
CRD #152478 SAN FRANCISCO, CA
Private Funds
AUM
$441.7M
Employees
9
WIMMER ASSOCIATES I, LLC
CRD #125243 PASADENA, CA
SEC
AUM
$441.1M
Employees
4
ARC ADVISORY LLC
CRD #330258 SAN FRANCISCO, CA
SEC
AUM
$440.5M
Employees
35
300 NORTH CAPITAL, LLC
CRD #107325 PASADENA, CA
SEC Private Funds
AUM
$438.1M
Employees
11
CLARITY CAPITAL PARTNERS LLC
CRD #129898 NEWPORT BEACH, CA
SEC Private Funds
AUM
$437.7M
Employees
7
KERUX, LLC
CRD #327724 GRANITE BAY, CA
SEC
AUM
$436M
Employees
2
DLK INVESTMENT MANAGEMENT
CRD #149096 SOLANA BEACH, CA
SEC
AUM
$435M
Employees
7
MONARCH WEALTH STRATEGIES
CRD #136029 SANTA BARBARA, CA
SEC
AUM
$434.8M
Employees
8
OPEN DOOR CAPITAL ADVISORS (US), LLC
CRD #158895 SAN FRANCISCO, CA
SEC Private Funds Disclosures
AUM
$434.5M
Employees
10
CLEARLIGHT PARTNERS MANAGEMENT, LLC
CRD #157610 NEWPORT BEACH, CA
SEC Private Funds
AUM
$433.9M
Employees
10
BANYAN ALPHA INVESTMENT L.P.
CRD #311857 SOUTH SAN FRANCISCO, CA
SEC Private Funds
AUM
$433.9M
Employees
5
AUDENT GLOBAL ASSET MANAGEMENT, LLC
CRD #308166 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$433.7M
Employees
6
LIDO ADVISORS, INC.
CRD #119540 BEVERLY HILLS, CA
SEC
AUM
$433.5M
Employees
6
FINANCIAL AVENGERS, INC.
CRD #119636 OAKLAND, CA
SEC
AUM
$433.3M
Employees
2
DRC INVESTMENT ADVISORS, LLC
CRD #332680 SANTA MONICA, CA
SEC
AUM
$433M
Employees
4
WRAPMANAGER INC
CRD #108834 MILL VALLEY, CA
SEC
AUM
$432.9M
Employees
10
BREAKAWAY CAPITAL MANAGEMENT HOLDINGS, LLC
CRD #282412 LOS ANGELES, CA
SEC Private Funds
AUM
$432.9M
Employees
3
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
CRD #109766 PASADENA, CA
SEC
AUM
$432.6M
Employees
6
CLELLAND & CO INC
CRD #105406 SAN DIEGO, CA
SEC
AUM
$432.4M
Employees
3
MREC MANAGEMENT, LLC
CRD #277076 LOS ANGELES, CA
Private Funds Disclosures
AUM
$432.3M
Employees
10
BOCAGE CAPITAL, LLC
CRD #153767 SAN FRANCISCO, CA
SEC Private Funds
AUM
$432.2M
Employees
13
SPIEGELMAN WEALTH MANAGEMENT, INC.
CRD #336637 WALNUT CREEK, CA
SEC
AUM
$431.9M
Employees
4
VON BERGE WEALTH MANAGEMENT GROUP, LLC
CRD #313332 SAN DIEGO, CA
SEC
AUM
$430M
Employees
2