RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
RBA WEALTH MANAGEMENT, LLC
CRD #291029 NEWPORT BEACH, CA
SEC
AUM
$403.5M
Employees
5
PRIVATE WEALTH SOLUTIONS, LLC
CRD #289437 CALABASAS, CA
SEC
AUM
$403.3M
Employees
4
SOCOTRA MANAGEMENT, INC.
CRD #328954 SACRAMENTO, CA
SEC Private Funds
AUM
$403.1M
Employees
3
WOMACK WEALTH MANAGEMENT, INC.
CRD #146126 MANHATTAN BEACH, CA
SEC
AUM
$402.6M
Employees
7
MAXQ ASSET MANAGEMENT LLC
CRD #336560 NEWPORT BEACH, CA
SEC
AUM
$400M
Employees
1
LOUIS F. BATMALE DBA ALDERS FINANCIAL SOLUTIONS
CRD #136025 NOVATO, CA
SEC
AUM
$400M
Employees
5
MEASURED RISK PORTFOLIOS, INC.
CRD #141422 SAN DIEGO, CA
SEC
AUM
$400M
Employees
10
PAVION BLUE CAPITAL, LLC
CRD #301968 NEWPORT BEACH, CA
SEC
AUM
$399.3M
Employees
4
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
CRD #104790 EL SEGUNDO, CA
SEC
AUM
$398.6M
Employees
--
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD #304501 SAN DIEGO, CA
SEC
AUM
$397.4M
Employees
9
REGENTS PARK FUNDS, LLC
CRD #284684 IRVINE, CA
SEC
AUM
$397.1M
Employees
7
STERLING GROUP WEALTH MANAGEMENT, LLC
CRD #111782 PASADENA, CA
SEC
AUM
$396.6M
Employees
8
FRONT ROW ADVISORS LLC
CRD #269910 TIBURON, CA
SEC
AUM
$396.3M
Employees
8
TICINO WEALTH LLC
CRD #335808 MISSION VIEJO, CA
SEC
AUM
$395.2M
Employees
4
GARCIA WEALTH MANAGEMENT GROUP, INC.
CRD #158082 TEMPLETON, CA
SEC
AUM
$393.4M
Employees
7
PROVENANCE MANAGEMENT CO., LP
CRD #307347 BEVERLY HILLS, CA
SEC Private Funds
AUM
$392.2M
Employees
7
KENNET PARTNERS LLC
CRD #158178 SAN MATEO, CA
SEC Private Funds Disclosures
AUM
$391.5M
Employees
3
QVR LLC
CRD #288357 SAN FRANCISCO, CA
SEC Private Funds
AUM
$391.4M
Employees
7
TROVENA, LLC.
CRD #120232 REDONDO BEACH, CA
SEC
AUM
$390.9M
Employees
11
ESO MANAGEMENT SERVICES LLC
CRD #165564 SAN MATEO, CA
SEC Private Funds
AUM
$390.6M
Employees
17
WELTON INVESTMENT PARTNERS LLC
CRD #172452 CARMEL, CA
SEC Private Funds
AUM
$387.9M
Employees
19
ASHFIELD & CO INC
CRD #105362 SAN FRANCISCO, CA
SEC
AUM
$387.7M
Employees
5
TRELLIS WEALTH ADVISORS, LLC
CRD #154861 SAN LUIS OBISPO, CA
SEC
AUM
$385.5M
Employees
4
SAM ADVISORS, LLC
CRD #108685 OAKHURST, CA
SEC
AUM
$385.4M
Employees
3
ROBERTS WEALTH ADVISORS, LLC
CRD #308827 MENLO PARK, CA
SEC
AUM
$385.4M
Employees
6