RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
PLANNED ASSET MANAGEMENT, LLC
CRD #105986 CALABASAS, CA
SEC
AUM
$385.3M
Employees
6
SIERRA INVESTMENT MANAGEMENT, LLC
CRD #106615 SANTA MONICA, CA
SEC
AUM
$385.1M
Employees
31
KNUFF & COMPANY LLC
CRD #298203 FOSTER CITY, CA
SEC Private Funds
AUM
$385M
Employees
4
TOWER ASSET MANAGEMENT LLC
CRD #107919 BEVERLY HILLS, CA
SEC
AUM
$384M
Employees
--
OLYMPIUS CAPITAL, L.P.
CRD #120443 WOODSIDE, CA
SEC
AUM
$383.8M
Employees
5
OAK ASSET MANAGEMENT, LLC
CRD #287856 WESTLAKE VILLAGE, CA
SEC
AUM
$383.2M
Employees
4
SITUATIONAL AWARENESS LP
CRD #333011 SAN FRANCISCO, CA
SEC Private Funds
AUM
$383M
Employees
4
CLARAPHI ADVISORY NETWORK, LLC
CRD #165868 ALISO VIEJO, CA
SEC
AUM
$382.5M
Employees
8
POTRERO CAPITAL RESEARCH, LLC
CRD #125909 SAN FRANCISCO, CA
SEC Private Funds
AUM
$381.9M
Employees
4
ELM ADVISORS, LLC
CRD #135682 BURLINGAME, CA
SEC
AUM
$380.9M
Employees
2
BOLTWOOD CAPITAL MANAGEMENT
CRD #110293 WALNUT CREEK, CA
SEC
AUM
$380.6M
Employees
2
CARMEL CAPITAL PARTNERS, LLC
CRD #123907 SAN DIEGO, CA
SEC Private Funds
AUM
$380.3M
Employees
8
CABEZON CAPITAL MANAGEMENT, LLC
CRD #139715 SAN FRANCISCO, CA
SEC
AUM
$380M
Employees
5
TAG FINANCIAL INC
CRD #109175 DIAMOND BAR, CA
SEC
AUM
$379.6M
Employees
5
MCCARTHY ASSET MANAGEMENT, INC.
CRD #118285 REDWOOD SHORES, CA
SEC
AUM
$377.9M
Employees
4
RINKEY INVESTMENTS
CRD #149576 SAN DIEGO, CA
SEC
AUM
$377.3M
Employees
15
MONTEREY MANAGEMENT GROUP LP
CRD #152453 SAN FRANCISCO, CA
SEC Private Funds
AUM
$377.3M
Employees
36
MOSAIQUE CAPITAL MANAGEMENT, LLC
CRD #110121 LOS ANGELES, CA
SEC
AUM
$377M
Employees
5
CENTER CAPITAL PARTNERS LLC
CRD #315464 BEVERLY HILLS, CA
SEC Private Funds
AUM
$376.6M
Employees
8
SESTANTE WEALTH MANAGEMENT, LLC
CRD #335152 CORONADO, CA
SEC
AUM
$376.3M
Employees
4
INCAPTURE INVESTMENTS LLC
CRD #169683 SAN FRANCISCO, CA
SEC Private Funds
AUM
$376M
Employees
32
CLEARWAVE CAPITAL, LLC
CRD #337738 UPLAND, CA
SEC
AUM
$375.5M
Employees
3
LINDVALL CAPITAL MANAGEMENT, LLC
CRD #117849 SAN LUIS OBISPO, CA
SEC
AUM
$375M
Employees
5
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
CRD #171971 PASADENA, CA
SEC Private Funds
AUM
$374.9M
Employees
9
LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD #130163 SACRAMENTO, CA
SEC
AUM
$374.7M
Employees
5