RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GORDIAN WEALTH ADVISORS, LLC
CRD #281775 MILL VALLEY, CA
SEC
AUM
$348.1M
Employees
5
CRESCENT CAP NT ADVISORS, LLC
CRD #324139 LOS ANGELES, CA
SEC
AUM
$348M
Employees
0
TED BUCHAN & COMPANY, LLC
CRD #140722 SAN DIEGO, CA
SEC
AUM
$347.3M
Employees
5
BLUEPRINT INVESTING LLC
CRD #151422 SAN FRANCISCO, CA
SEC
AUM
$346.6M
Employees
3
PASSPORT CAPITAL, LLC
CRD #134484 SAN FRANCISCO, CA
SEC Private Funds
AUM
$346M
Employees
10
PACIFIC POINT ADVISORS, LLC
CRD #310731 SAN DIEGO, CA
SEC Private Funds
AUM
$345.6M
Employees
10
BOYD WEALTH MANAGEMENT, LLC
CRD #293990 SACRAMENTO, CA
SEC
AUM
$345M
Employees
6
HAYES FINANCIAL, INC.
CRD #288733 SAN JOSE, CA
SEC
AUM
$345M
Employees
5
TIDEMARK, LLC
CRD #327611 SAN DIEGO, CA
SEC
AUM
$344.6M
Employees
8
CONFIDENCE WEALTH MANAGEMENT, INC.
CRD #127383 LOS ANGELES, CA
SEC
AUM
$344.2M
Employees
15
O'DONNELL FINANCIAL SERVICES, LLC
CRD #172520 SAN RAFAEL, CA
SEC
AUM
$343.1M
Employees
9
VERIPAX WEALTH MANAGEMENT, INC.
CRD #139663 FOLSOM, CA
SEC
AUM
$342.9M
Employees
4
FRANKLIN TEMPLETON ALTERNATIVE STRATEGIES, INC.
CRD #114905 SAN MATEO, CA
SEC
AUM
$342.6M
Employees
10
BLUE INVESTMENT PARTNERS LLC
CRD #298444 DANVILLE, CA
SEC
AUM
$342.1M
Employees
2
WOLFF WIESE MAGANA LLC
CRD #157620 CARSLBAD, CA
SEC
AUM
$342.1M
Employees
8
CHARLES FISH INVESTMENTS, INC.
CRD #110445 IRVINE, CA
SEC
AUM
$342.1M
Employees
5
K FUND CAPITAL MANAGEMENT, LLC
CRD #318110 LOS ANGELES, CA
SEC Private Funds
AUM
$342.1M
Employees
2
NEWPORT WEALTH STRATEGIES, INC.
CRD #159376 IRVINE, CA
SEC
AUM
$342M
Employees
5
NAVIGOE, LLC
CRD #168716 REDONDO BEACH, CA
SEC
AUM
$341.8M
Employees
3
ONE DEGREE ADVISORS, INC.
CRD #170392 SAN DIEGO, CA
SEC
AUM
$341.6M
Employees
7
PALO CAPITAL, INC.
CRD #136478 NEWPORT BEACH, CA
SEC
AUM
$341.4M
Employees
7
PLATT WEALTH MANAGEMENT, LLC
CRD #297487 SAN DIEGO, CA
SEC
AUM
$341.4M
Employees
6
SYMPHONY TECHNOLOGY GROUP, LLC
CRD #160676 MENLO PARK, CA
SEC Private Funds
AUM
$340.9M
Employees
89
YOSEMITE CAPITAL MANAGEMENT, LLC
CRD #124298 NEWPORT BEACH, CA
SEC Disclosures
AUM
$340.2M
Employees
8
RUBICON ADVISORS, GP
CRD #174447 REDDING, CA
SEC
AUM
$340.2M
Employees
18