RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CATALYST PRIVATE WEALTH, LLC
CRD #305565 SAN MATEO, CA
SEC
AUM
$330.6M
Employees
5
AZURE CAPITAL PARTNERS LP
CRD #112536 MENLO PARK, CA
Private Funds
AUM
$330.2M
Employees
--
ARCHVEST WEALTH ADVISORS, INC.
CRD #172087 CONCORD, CA
SEC Private Funds
AUM
$330M
Employees
8
DUCERE WEALTH MANAGEMENT, LLC
CRD #337471 NEWPORT BEACH, CA
SEC
AUM
$329.8M
Employees
9
SILICON VALLEY WEALTH ADVISORS, LLC
CRD #106017 SAN JOSE, CA
SEC
AUM
$329.2M
Employees
6
MARIN BAY WEALTH ADVISORS, LLC
CRD #289184 SAN ANSELMO, CA
SEC
AUM
$328.7M
Employees
2
EMERSON EQUITY LLC
CRD #130032 SAN MATEO, CA
SEC
AUM
$327.9M
Employees
222
VETAMER CAPITAL MANAGEMENT, L.P.
CRD #311983 MENLO PARK, CA
Private Funds
AUM
$327.5M
Employees
9
CONCORD INVESTMENT COUNSEL
CRD #107901 IRVINE, CA
SEC
AUM
$327.5M
Employees
4
AMERICAN ASSETS CAPITAL ADVISERS, LLC
CRD #168805 SAN DIEGO, CA
SEC Private Funds
AUM
$327.3M
Employees
6
GIOVINE CAPITAL GROUP LLC
CRD #138980 SANTA MONICA, CA
SEC Private Funds
AUM
$327M
Employees
10
SITRIN CAPITAL MANAGEMENT, LLC
CRD #282436 CENTURY CITY, CA
SEC
AUM
$326.2M
Employees
6
DUSTIN BLODGETT INSIGHT CAPITAL, LLC
CRD #314558 CONCORD, CA
SEC
AUM
$325.4M
Employees
5
PCO INVESTMENT MANAGEMENT LP
CRD #168825 MILL VALLEY, CA
SEC Private Funds
AUM
$325.4M
Employees
3
ESSENTIAL PARTNERS LLC
CRD #315959 RANCHO SANTA FE,, CA
SEC
AUM
$325.1M
Employees
1
SITRIN CAPITAL MANAGEMENT LLC
CRD #160533 CENTURY CITY, CA
SEC
AUM
$325M
Employees
3
SHIRA RIDGE WEALTH MANAGEMENT
CRD #117627 SAN RAFAEL, CA
SEC
AUM
$323.4M
Employees
6
SHRIER WEALTH MANAGEMENT, LLC
CRD #332673 LOS ANGELES, CA
SEC
AUM
$323.2M
Employees
5
ACAS, LLC
CRD #160657 RANCHO SANTA FE, CA
SEC
AUM
$323M
Employees
5
SOLANO WEALTH MANAGEMENT, INC.
CRD #168720 FAIRFIELD, CA
SEC
AUM
$322.3M
Employees
8
TORREY GROWTH & INCOME ADVISORS, LLC
CRD #139940 DEL MAR, CA
SEC
AUM
$322.2M
Employees
5
EIGER WEALTH MANAGEMENT, LLC
CRD #304321 SAN DIEGO, CA
SEC
AUM
$322.1M
Employees
5
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
CRD #124465 PASADENA, CA
SEC
AUM
$322M
Employees
24
GOLDMAN LANCASTER, INC.
CRD #136134 LONG BEACH, CA
SEC
AUM
$321.1M
Employees
5
CHAMBERLAIN FINANCIAL PLANNING, LLC
CRD #142879 SANTA CRUZ, CA
SEC
AUM
$321M
Employees
4