RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ATWATER CAPITAL, LLC
CRD #299075 LOS ANGELES, CA
SEC Private Funds
AUM
$430M
Employees
7
VAN STRUM & TOWNE INC
CRD #106228 SAN FRANCISCO, CA
SEC
AUM
$429.9M
Employees
5
LIGHTHOUSE FINANCIAL SERVICES INC
CRD #110367 BREA, CA
SEC
AUM
$429.8M
Employees
7
H&F INVESTORS IV LLC
CRD #108759 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
H & F ASSOCIATES IV LLC
CRD #108843 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
H & F ADMINISTRATION IV LLC
CRD #110710 SAN FRANCISCO, CA
SEC
AUM
$429.1M
Employees
--
BETA WEALTH GROUP, INC
CRD #165224 SAN DIEGO, CA
SEC
AUM
$429M
Employees
4
GREENSTONE PARTNERS, LLC
CRD #136566 LARKSPUR, CA
SEC Private Funds
AUM
$426.3M
Employees
5
MULLINTBG ADVISORY SERVICES, LLC
CRD #141445 IRVINE, CA
SEC
AUM
$425.4M
Employees
15
BUSS-SHELGER ASSOCIATES
CRD #108185 LOS ANGELES, CA
SEC
AUM
$425M
Employees
10
PERMIRA CREDIT LLC
CRD #330996 MENLO PARK, CA
SEC Private Funds
AUM
$424.6M
Employees
32
UNION POINT ADVISORS, LLC
CRD #168112 SAN MATEO, CA
SEC Private Funds
AUM
$423.9M
Employees
12
MAKAIRA PARTNERS, LLC
CRD #153729 LA JOLLA, CA
SEC Private Funds
AUM
$423.4M
Employees
6
OGBORNE CAPITAL MANAGEMENT, LLC.
CRD #165833 SAN FRANCISCO, CA
SEC Private Funds
AUM
$423.2M
Employees
3
MKT ADVISORS LLC
CRD #163833 ESCONDIDO, CA
SEC
AUM
$422.6M
Employees
7
BUENA VISTA FUND MANAGEMENT, LLC.
CRD #124537 SAN FRANCISCO, CA
SEC Private Funds
AUM
$421.4M
Employees
1
ZEPHYR INVESTMENT MANAGEMENT, INC.
CRD #166303 WESTLAKE VILLAGE, CA
SEC
AUM
$421.4M
Employees
8
BELL & BROWN WEALTH ADVISORS, LLC
CRD #175419 NEWPORT BEACH, CA
SEC
AUM
$420.9M
Employees
3
WEBB CAPITAL MANAGEMENT LLP
CRD #113658 SAN FRANCISCO, CA
SEC
AUM
$420.6M
Employees
5
SQUAR MILNER FINANCIAL SERVICES, LLC
CRD #112483 IRVINE, CA
SEC
AUM
$419.8M
Employees
11
ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION
CRD #160864 SAN DIEGO, CA
SEC
AUM
$418.9M
Employees
15
PRESERVATION EQUITY FUND ADVISORS, LLC
CRD #300968 IRVINE, CA
SEC Private Funds
AUM
$418.9M
Employees
12
APERIMUS CAPITAL, LLC
CRD #159883 MARINA DEL REY, CA
SEC Private Funds
AUM
$418.7M
Employees
4
GIFFORD FONG ASSOCIATES
CRD #142917 LAFAYETTE, CA
SEC
AUM
$418.6M
Employees
10
AYER CAPITAL MANAGEMENT LP
CRD #157867 SAN FRANCISCO, CA
SEC Private Funds
AUM
$418.1M
Employees
9