RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LIFESTEPS FINANCIAL, INC.
CRD #153852 CLAREMONT, CA
SEC
AUM
$374.6M
Employees
8
ARROWROOT FAMILY OFFICE, LLC
CRD #168744 MARINA DEL REY, CA
SEC Private Funds Disclosures
AUM
$373.9M
Employees
18
ORSO PARTNERS, LP
CRD #304196 SOUTH SAN FRANCISCO, CA
SEC
AUM
$373.6M
Employees
3
PERIDIEM GLOBAL INVESTORS, LLC
CRD #156354 LOS ANGELES, CA
SEC Private Funds
AUM
$373.5M
Employees
19
BRIAN D. LOWDER, INC.
CRD #105972 SAN DIEGO, CA
SEC
AUM
$370.3M
Employees
3
SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD #298632 GRANITE BAY, CA
SEC
AUM
$370M
Employees
4
FAIRBANKS CAPITAL MANAGEMENT, INC.
CRD #107650 RANCHO SANTA FE, CA
SEC Private Funds
AUM
$369.9M
Employees
7
O'BOYLE WEALTH MANAGEMENT, INC.
CRD #292849 BEVERLY HILLS, CA
SEC
AUM
$369.7M
Employees
6
PRIVATE WEALTH ADVISORS, LLC
CRD #141971 FRESNO, CA
SEC
AUM
$368.8M
Employees
6
O'NEIL GLOBAL ADVISORS, INC.
CRD #308150 LOS ANGELES, CA
SEC Private Funds
AUM
$367.7M
Employees
34
ENTRUST WEALTH ADVISORS, LLC
CRD #299040 SAN DIEGO, CA
SEC
AUM
$367.5M
Employees
5
DEW POINT CAPITAL, INC.
CRD #305010 LOS ANGELES, CA
SEC Disclosures
AUM
$366.6M
Employees
2
WALL STREET ASSOCIATES, LLC
CRD #105494 LA JOLLA, CA
SEC
AUM
$366.1M
Employees
10
TAMALPAIS WEALTH ADVISORS
CRD #133629 SAN RAFAEL, CA
SEC
AUM
$366M
Employees
10
INNOVIUS CAPITAL MANAGEMENT, LLC
CRD #311568 SAN FRANCISCO, CA
SEC Private Funds
AUM
$365.5M
Employees
10
FPC INVESTMENT ADVISORY, INC.
CRD #122728 PETALUMA, CA
SEC
AUM
$364.6M
Employees
5
EAGLE WEALTH MANAGEMENT GROUP INC.
CRD #327052 VALENCIA, CA
SEC
AUM
$364.3M
Employees
12
PETIX & BOTTE COMPANY
CRD #170020 LA MESA, CA
SEC
AUM
$364M
Employees
4
SEASIDE WEALTH MANAGEMENT, INC.
CRD #271039 CARLSBAD, CA
SEC
AUM
$362.3M
Employees
5
SONOMA BRANDS PARTNERS II, LLC
CRD #296285 SONOMA, CA
SEC Private Funds
AUM
$361.9M
Employees
7
LION CAPITAL (AMERICAS) INC.
CRD #160574 LOS ANGELES, CA
SEC
AUM
$361.6M
Employees
1
CEDAR WEALTH MANAGEMENT, LLC
CRD #167149 WALNUT CREEK, CA
SEC Disclosures
AUM
$361.4M
Employees
3
BELAY INVESTMENT GROUP, LLC
CRD #281985 SHERMAN OAKS, CA
SEC Private Funds
AUM
$360.5M
Employees
14
PROSPERITY FINANCIAL GROUP, INC.
CRD #145540 SAN RAMON, CA
SEC
AUM
$358.9M
Employees
11
PROSPERITY FINANCIAL GROUP, INC.
CRD #339321 SAN RAMON, CA
SEC
AUM
$358.9M
Employees
11