RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
REDWOOD GROVE CAPITAL, LLC
CRD #286228 PALO ALTO, CA
SEC Private Funds
AUM
$340M
Employees
6
DW ADVISORS LLC
CRD #150382 CORONA DEL MAR, CA
SEC
AUM
$339.5M
Employees
16
CARPENTER FUND MANAGER GP, LLC
CRD #146216 IRVINE, CA
SEC Private Funds
AUM
$338.9M
Employees
7
NEW INSIGHT WEALTH ADVISORS
CRD #318083 SAN RAMON, CA
SEC
AUM
$338.8M
Employees
8
WESTWOOD WEALTH MANAGEMENT
CRD #290658 LOS ANGELES, CA
SEC Private Funds
AUM
$338.8M
Employees
3
THE GLOWACKI GROUP, LLC
CRD #112143 LOS ANGELES, CA
SEC
AUM
$338.6M
Employees
10
PANTERA CAPITAL MANAGEMENT LP
CRD #138212 SAN FRANCISCO, CA
SEC
AUM
$338M
Employees
--
FLYWHEEL PRIVATE WEALTH LLC
CRD #325690 LOS ALTOS, CA
SEC
AUM
$337.9M
Employees
2
GARRISON POINT CAPITAL, LLC
CRD #165590 SAN FRANCISCO, CA
SEC
AUM
$337.6M
Employees
4
CNK CAPITAL MANAGEMENT, L.L.C.
CRD #296996 MENLO PARK, CA
SEC Private Funds
AUM
$336.8M
Employees
10
PARAGON FINANCIAL PARTNERS, INC.
CRD #158041 WOODLAND HILLS, CA
SEC
AUM
$336.8M
Employees
2
OPES ADVISORS, INC.
CRD #132996 CUPERTINO, CA
SEC
AUM
$335M
Employees
500
GREYKASELL WEALTH STRATEGIES, INC.
CRD #329018 DANVILLE, CA
SEC
AUM
$334.6M
Employees
4
REFLOW SERVICES, LLC
CRD #158301 SAN FRANCISCO, CA
SEC Private Funds
AUM
$333.8M
Employees
4
LIQUID CAPITAL MANAGEMENT LLC
CRD #299577 LOS ANGELES, CA
SEC Private Funds
AUM
$333.7M
Employees
5
TORREN MANAGEMENT, LLC
CRD #329263 SAN DIEGO, CA
SEC
AUM
$333.6M
Employees
5
TORONADO PARTNERS LLC
CRD #283612 SAN FRANCISCO, CA
SEC Private Funds
AUM
$333.1M
Employees
3
AMERICAN FUNDSTARS FINANCIAL GROUP LLC
CRD #315860 IRVINE, CA
SEC Private Funds
AUM
$332.7M
Employees
14
WEALTHSPRING PARTNERS, LLC
CRD #322756 LONG BEACH, CA
SEC
AUM
$332.7M
Employees
7
ELMWOOD WEALTH MANAGEMENT, INC.
CRD #165639 BERKELEY, CA
SEC
AUM
$332.6M
Employees
4
CARPENTER FUND MANAGEMENT COMPANY, LLC
CRD #281052 IRVINE, CA
Private Funds
AUM
$332.4M
Employees
9
STEEPLE CAPITAL L.P.
CRD #133002 SAN FRANCISCO, CA
SEC
AUM
$332.3M
Employees
--
SILVER COAST INVESTMENTS LLC
CRD #167771 SAN DIEGO, CA
SEC
AUM
$332.1M
Employees
35
ONE01 CAPITAL, L.P.
CRD #290652 BURLINGAME, CA
SEC Private Funds
AUM
$331.6M
Employees
6
DANIEL G. GENSLER
CRD #110543 CORONADO, CA
SEC
AUM
$331.3M
Employees
5