RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
RESOURCE INVESTMENT ARCHITECTS, INC.
CRD #111894 PETALUMA, CA
SEC Disclosures
AUM
$416.2M
Employees
15
USCF ADVISERS LLC
CRD #171962 WALNUT CREEK, CA
SEC Disclosures
AUM
$416M
Employees
13
WATERLINE PARTNERS, LLC
CRD #132093 LOS ANGELES, CA
SEC
AUM
$415.5M
Employees
5
INTERLOCK EQUITY LP
CRD #315618 LOS ANGELES, CA
SEC Private Funds
AUM
$414.1M
Employees
12
SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD #131359 LOS ANGELES, CA
SEC
AUM
$413.3M
Employees
8
VARDEN PACIFIC LP
CRD #153611 SAN FRANCISCO, CA
SEC Private Funds
AUM
$412.9M
Employees
4
VERT ASSET MANAGEMENT LLC
CRD #288445 SAUSALITO, CA
SEC
AUM
$412.7M
Employees
2
CASTLE COAST WEALTH, LLC
CRD #298439 LA JOLLA, CA
SEC
AUM
$412.3M
Employees
6
BARNES WEALTH MANAGEMENT GROUP, INC.
CRD #132189 BAKERSFIELD, CA
SEC
AUM
$411.6M
Employees
11
WEALTHVALUES, LLC
CRD #140004 REDWOOD CITY, CA
SEC
AUM
$410.6M
Employees
5
CRUX WEALTH ADVISORS
CRD #330731 LONG BEACH, CA
SEC
AUM
$410.2M
Employees
18
LM CAPITAL MANAGEMENT INC
CRD #110880 SAN DIEGO, CA
SEC
AUM
$410M
Employees
10
AG ASSET ADVISORY, LLC
CRD #154406 LOS ANGELES, CA
SEC
AUM
$409.3M
Employees
3
PRUDENT INVESTORS NETWORK, INC.
CRD #127284 LAKE FOREST, CA
SEC
AUM
$409.3M
Employees
8
BGV VC MANAGEMENT LLC
CRD #298473 MENLO PARK, CA
SEC Private Funds
AUM
$408.9M
Employees
14
COASTLANDS CAPITAL LP
CRD #335329 SAN FRANCISCO, CA
SEC Private Funds
AUM
$408.7M
Employees
4
KEN STERN & ASSOCIATES INC
CRD #110092 SAN DIEGO, CA
SEC
AUM
$408.2M
Employees
9
WATERMARK ASSET MANAGEMENT, INC.
CRD #108407 SAN RAMON, CA
SEC
AUM
$408.1M
Employees
10
ARCHER CAPITAL MANAGEMENT, L.P.
CRD #161018 BEVERLY HILLS, CA
SEC Private Funds
AUM
$406.9M
Employees
4
STERLING FINANCIAL GROUP, INC.
CRD #300327 PASADENA, CA
SEC
AUM
$406.6M
Employees
7
DONNELLY WEALTH ADVISORS, INC.
CRD #113067 SAN DIEGO, CA
SEC
AUM
$405.4M
Employees
7
GOLDEN STATE EQUITY PARTNERS, LLC
CRD #289796 SOUTH COAST METRO, CA
SEC
AUM
$405.2M
Employees
24
RYAN WEALTH MANAGEMENT, INC.
CRD #296851 YUBA CITY, CA
SEC
AUM
$404.2M
Employees
7
SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD #332139 LA JOLLA, CA
SEC
AUM
$403.9M
Employees
3
CMEA DEVELOPMENT COMPANY LLC
CRD #163529 SAN FRANCISCO, CA
Private Funds
AUM
$403.7M
Employees
9