RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CRD #130734 BURBANK, CA
SEC
AUM
$321M
Employees
12
STILLWATER INVESTMENT MANAGEMENT, L.P.
CRD #179520 PALO ALTO, CA
SEC Private Funds
AUM
$320.8M
Employees
7
RIGHT SIDE CAPITAL MANAGEMENT, LLC
CRD #166062 SAN FRANCISCO, CA
SEC Private Funds
AUM
$320.5M
Employees
12
KELMOORE INVESTMENT COMPANY, INC.
CRD #22509 PALO ALTO, CA
SEC
AUM
$320.4M
Employees
--
ODER INVESTMENT MANAGEMENT, LLC
CRD #134506 WOODLAND HILLS, CA
SEC
AUM
$319.3M
Employees
6
COPLEY FINANCIAL GROUP, INC.
CRD #283070 SAN DIEGO, CA
SEC Disclosures
AUM
$318.8M
Employees
8
ATALA FINANCIAL INC
CRD #318371 CALABASAS, CA
SEC Private Funds
AUM
$318.6M
Employees
3
MENLO ADVISORS LLC
CRD #122721 MENLO PARK, CA
SEC Private Funds
AUM
$318.4M
Employees
3
SHARPER & GRANITE LLC
CRD #136719 EL SEGUNDO, CA
SEC
AUM
$318.3M
Employees
5
THE GORES GROUP, LLC
CRD #160598 BEVERLY HILLS, CA
SEC Private Funds
AUM
$318.2M
Employees
11
SELBY LANE CAPITAL, LLC
CRD #325345 MENLO PARK, CA
SEC Private Funds
AUM
$318.1M
Employees
14
PACIFIC WEALTH MANAGEMENT, LLC
CRD #113217 SAN DIEGO, CA
SEC
AUM
$317.6M
Employees
6
GRATTAN FINANCIAL STRATEGIES, INC.
CRD #108449 SAN GABRIEL, CA
SEC
AUM
$317.4M
Employees
3
GKV CAPITAL MANAGEMENT CO INC
CRD #108767 WALNUT CREEK, CA
SEC
AUM
$317.2M
Employees
5
TAMARACK ADVISERS, LP
CRD #282970 CARLSBAD, CA
SEC Private Funds
AUM
$317M
Employees
5
COMPOUND ADVISERS, INC.
CRD #306341 SAN FRANCISCO, CA
SEC
AUM
$316.9M
Employees
55
OPTIVEST, INC.
CRD #137070 SAN JUAN CAPISTRANO, CA
SEC
AUM
$316.1M
Employees
4
OSTROFE FINANCIAL CONSULTANTS INC
CRD #110064 GRASS VALLEY, CA
SEC
AUM
$315.8M
Employees
10
YOUR OCIO, LLC
CRD #313370 SANTA MONICA, CA
SEC
AUM
$315.1M
Employees
1
SEPULVEDA MANAGEMENT LLC
CRD #284290 LOS ANGELES, CA
SEC Private Funds
AUM
$314.9M
Employees
9
DEAN ROLAND RUSSELL, LLC
CRD #109480 SAN DIEGO, CA
SEC
AUM
$314.1M
Employees
7
CHEVIOT VALUE MANAGEMENT, LLC
CRD #110772 SANTA MONICA, CA
SEC
AUM
$313.9M
Employees
1
AMERICAN INFRASTRUCTURE FUNDS, LLC
CRD #156157 FOSTER CITY, CA
SEC Private Funds Disclosures
AUM
$313.2M
Employees
10
GUARDIAN INVESTMENT MANAGEMENT, LLC
CRD #104935 TIBURON, CA
SEC
AUM
$312.8M
Employees
1
TRIANGLE PEAK PARTNERS, LP
CRD #147917 PALO ALTO, CA
SEC Private Funds
AUM
$312.5M
Employees
6