RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CLAY NORTHAM WEALTH MANAGEMENT, LLC
CRD #159002 HUNTINGTON BEACH, CA
SEC
AUM
$301.6M
Employees
2
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD #285538 BERKELEY, CA
SEC
AUM
$300.4M
Employees
3
WILLOW GROVE ADVISORS, LLC
CRD #151993 BERKELEY, CA
SEC
AUM
$300.1M
Employees
6
KETRON FINANCIAL LLC
CRD #330807 NOVATO, CA
SEC
AUM
$300M
Employees
3
ENGINE NO.1 LLC
CRD #311998 SAN FRANCISCO, CA
SEC Private Funds
AUM
$299.9M
Employees
33
SEA CLIFF PARTNERS MANAGEMENT, LP
CRD #316909 SAN FRANCISCO, CA
SEC Private Funds
AUM
$299.9M
Employees
7
YODER WEALTH MANAGEMENT, INC.
CRD #291826 WALNUT CREEK, CA
SEC
AUM
$299.7M
Employees
2
SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD #322037 FAIRFIELD, CA
SEC
AUM
$299.6M
Employees
7
HYNES ADVISORY INC.
CRD #154890 SAN DIEGO, CA
SEC
AUM
$299.2M
Employees
9
VILA, LLC
CRD #307186 SAN FRANCISCO, CA
SEC Private Funds
AUM
$298.9M
Employees
6
CHARLES RAVEN CAPITAL MANAGEMENT CO
CRD #108595 SAN FRANCISCO, CA
SEC
AUM
$298.5M
Employees
1
CREATIVE CAPITAL MANAGEMENT INC
CRD #112363 SAN DIEGO, CA
SEC
AUM
$298.1M
Employees
6
KENSINGTON INVESTMENT COUNSEL, LLC
CRD #108012 LONG BEACH, CA
SEC
AUM
$298M
Employees
4
MAGEE THOMSON INVESTMENT PARTNERS, LLC
CRD #120240 SAN DIEGO, CA
SEC
AUM
$297.7M
Employees
4
ICAPITAL WEALTH LLC
CRD #311102 CLAYTON, CA
SEC
AUM
$296.9M
Employees
3
MIRAMONTES CAPITAL, LLC
CRD #264786 NEWPORT BEACH, CA
SEC
AUM
$296.3M
Employees
9
RETIREMENT CAPITAL STRATEGIES, INC.
CRD #139009 SAN JOSE, CA
SEC Disclosures
AUM
$295.5M
Employees
6
GEBHARDT GROUP, INC
CRD #142903 LAFAYETTE, CA
SEC
AUM
$295.2M
Employees
7
DEYOE WEALTH MANAGEMENT, INC.
CRD #170130 BERKELEY, CA
SEC
AUM
$294.9M
Employees
7
SETON SMOKE CAPITAL MANAGEMENT
CRD #105531 GREENBRAE, CA
SEC
AUM
$294.8M
Employees
10
LABRUM WEALTH MANAGEMENT, LLC
CRD #150734 CARLSBAD, CA
SEC
AUM
$294.7M
Employees
11
MIRAMAR ASSET MANAGEMENT, LLC
CRD #134720 SAN FRANCISCO, CA
SEC
AUM
$294M
Employees
5
NWM ADVISORS, LLC
CRD #283714 SAN LUIS OBISPO, CA
SEC
AUM
$293.6M
Employees
2
GLEAN MANAGEMENT LP
CRD #301898 LOS ANGELES, CA
Private Funds
AUM
$293.4M
Employees
4
CWS CAPITAL PARTNERS LLC
CRD #166871 NEWPORT BEACH, CA
SEC Private Funds Disclosures
AUM
$293.2M
Employees
49