RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
WEALTH DESIGN, LLC
CRD #114293 SAN JOSE, CA
SEC
AUM
$312.2M
Employees
3
TIEMANN INVESTMENT ADVISORS, LLC
CRD #125360 MENLO PARK, CA
SEC
AUM
$312.2M
Employees
2
STEPHENSON AND COMPANY, INC.
CRD #111453 SAN CLEMENTE, CA
SEC
AUM
$311.8M
Employees
4
STONEBRIDGE CAPITAL MANAGEMENT INC
CRD #106073 LOS ANGELES, CA
SEC
AUM
$311.4M
Employees
5
LIFEPRO ASSET MANAGEMENT, LLC
CRD #285252 SAN DIEGO, CA
SEC
AUM
$311.3M
Employees
42
WC WALKER & ASSOCIATES, INC.
CRD #305814 FULLERTON, CA
SEC
AUM
$311.2M
Employees
7
CARMEL CAPITAL MANAGEMENT L.L.C.
CRD #120675 CARMEL, CA
SEC Disclosures
AUM
$310.7M
Employees
6
ANCHOR CAPITAL MANAGEMENT GROUP, INC.
CRD #123543 ALISO VIEJO, CA
SEC
AUM
$309.6M
Employees
3
WESTERN FINANCIAL CORPORATION
CRD #6118 SAN DIEGO, CA
SEC
AUM
$309.2M
Employees
6
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD #287683 SAN LUIS OBISPO, CA
SEC
AUM
$308.5M
Employees
7
SONOMA ALLOCATIONS LLC
CRD #335435 SANTA ROSA, CA
SEC
AUM
$308M
Employees
5
EVEREST MANAGEMENT CORP.
CRD #142945 CUPERTINO, CA
SEC
AUM
$307M
Employees
2
LAMIA FINANCIAL GROUP, INC.
CRD #146421 THOUSAND OAKS, CA
SEC
AUM
$306.6M
Employees
7
KONDO WEALTH ADVISORS, INC
CRD #175347 PASADENA, CA
SEC
AUM
$306.4M
Employees
8
SPRINGCREEK ADVISORS, LLC
CRD #112170 PETALUMA, CA
Private Funds
AUM
$306M
Employees
--
VSR CAPITAL MANAGEMENT LP
CRD #316754 SAN FRANCISCO, CA
SEC Private Funds
AUM
$305.5M
Employees
3
HW CAPITAL LLC
CRD #298731 SANTA MONICA, CA
SEC
AUM
$305.1M
Employees
2
ASSANTE GLOBAL ADVISORS INC.
CRD #109045 LOS ANGELES, CA
SEC
AUM
$305M
Employees
--
VALIDUS GROWTH INVESTORS, LLC
CRD #166575 SAN DIEGO, CA
SEC
AUM
$304.8M
Employees
4
USRG MANAGEMENT COMPANY, LLC
CRD #158058 SANTA MONICA, CA
SEC Private Funds
AUM
$304.5M
Employees
2
THOMAS WEISEL GLOBAL GROWTH PARTNERS LLC
CRD #120446 SAN FRANCISCO, CA
SEC Private Funds
AUM
$304.4M
Employees
10
WEALTH MANAGEMENT CONSULTANTS, LLC
CRD #131361 SANTA ROSA, CA
SEC
AUM
$303.5M
Employees
10
OUTWING, LLC
CRD #322444 SANTA BARBARA, CA
SEC
AUM
$302.3M
Employees
3
INDUSTRY CAPITAL ADVISORS, LLC
CRD #162367 SAN FRANCISCO, CA
SEC Private Funds
AUM
$302.2M
Employees
21
SAN FRANCISCO SENTRY INVESTMENT GROUP
CRD #106257 SAN FRANCISCO, CA
SEC Disclosures
AUM
$301.7M
Employees
6