RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD #309209 BURLINGAME, CA
SEC Private Funds
AUM
$358.8M
Employees
5
HAROLD DAVIDSON & ASSOCIATES INC
CRD #110994 LOS ANGELES, CA
SEC
AUM
$358.5M
Employees
7
GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC
CRD #336578 LOS ANGELES, CA
SEC Private Funds
AUM
$358.5M
Employees
7
GEORGINA ASSET MANAGEMENT LLC
CRD #107949 SANTA MONICA, CA
SEC Private Funds
AUM
$357.8M
Employees
3
UNION SQUARE INVESTMENT CO
CRD #111776 SAN FRANCISCO, CA
SEC Private Funds
AUM
$357.1M
Employees
7
MARIN WEALTH ADVISORS LLC
CRD #123237 NOVATO, CA
SEC
AUM
$357M
Employees
5
LIBERTY WEALTH MANAGEMENT, LLC
CRD #106036 OAKLAND, CA
SEC
AUM
$356.8M
Employees
23
GOLDBERG ADVISERS, LLC
CRD #134174 SAN RAFAEL, CA
SEC
AUM
$356.8M
Employees
4
SHONE ASSET MANAGEMENT LLC
CRD #136101 WALNUT CREEK, CA
SEC
AUM
$356.4M
Employees
5
AVISEN ADVISORS, LLC
CRD #113791 SACRAMENTO, CA
SEC
AUM
$356.1M
Employees
9
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD #163917 NOVATO, CA
SEC
AUM
$355.9M
Employees
8
HARRINGTON INVESTMENTS, INCORPORATED
CRD #110790 NAPA, CA
SEC
AUM
$355.2M
Employees
5
CORE WEALTH PARTNERS LLC
CRD #322365 SANTA ROSA, CA
SEC
AUM
$354.7M
Employees
5
GOTHAM GREEN PARTNERS, LLC
CRD #288771 SANTA MONICA, CA
SEC Private Funds
AUM
$354.5M
Employees
10
SEABIRD FINANCIAL CORPORATION
CRD #284125 SAN DIEGO, CA
SEC
AUM
$354.4M
Employees
6
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD #156541 SOUTH SAN FRANCISCO, CA
SEC
AUM
$352.6M
Employees
5
FOREWORD CAPITAL, LP
CRD #332205 SAN FRANCISCO, CA
SEC Private Funds
AUM
$351.7M
Employees
8
WAVE DIGITAL ASSETS LLC
CRD #305726 LOS ANGELES, CA
SEC Private Funds
AUM
$351.6M
Employees
39
CRESCENT PARK MANAGEMENT, L.P.
CRD #172326 EAST PALO ALTO, CA
SEC Private Funds
AUM
$351.5M
Employees
5
EAST WEST INVESTMENT MANAGEMENT LLC
CRD #305688 PASADENA, CA
SEC Private Funds
AUM
$350M
Employees
7
APHIAS CAPITAL, L.P.
CRD #336255 SAN FRANCISCO, CA
SEC Private Funds
AUM
$350M
Employees
13
KCS WEALTH ADVISORY, LLC
CRD #169846 LOS ANGELES, CA
SEC
AUM
$349.7M
Employees
8
NAPA VALLEY WEALTH MANAGEMENT, INC.
CRD #121158 ST. HELENA, CA
SEC
AUM
$349.6M
Employees
5
KINETIC INVESTMENT MANAGEMENT, INC.
CRD #283034 LOS ANGELES, CA
SEC
AUM
$348.2M
Employees
31
WESTEND CAPITAL MANAGEMENT, LLC.
CRD #120545 SAUSALITO, CA
SEC Private Funds Disclosures
AUM
$348.1M
Employees
4