RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD #118319 CAMPBELL, CA
SEC
AUM
$292.4M
Employees
4
SANDEEP VARMA WEALTH STRATEGIES, LLC
CRD #137705 SAN DIEGO, CA
SEC
AUM
$292.3M
Employees
3
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
CRD #307581 PALO ALTO, CA
SEC Private Funds
AUM
$292M
Employees
3
STEVENSON WALTER ROLAND
CRD #107419 CUPERTINO, CA
SEC
AUM
$292M
Employees
5
PACHIRA INVESTMENTS, INC.
CRD #164405 DANA POINT, CA
SEC
AUM
$291.8M
Employees
5
MCCUEN & CO INC
CRD #107305 SAN DIEGO, CA
SEC
AUM
$290.8M
Employees
2
FARTHER ASSET MANAGEMENT, LLC
CRD #325807 SAN FRANCISCO, CA
SEC
AUM
$290.6M
Employees
2
CACHE ADVISORS LLC
CRD #323063 SAN FRANCISCO, CA
SEC Private Funds
AUM
$290.6M
Employees
13
PACIFIC SUN FINANCIAL CORP
CRD #284286 LOS ANGELES, CA
SEC
AUM
$290M
Employees
4
MAXWELL WEALTH STRATEGIES INC.
CRD #317081 PLEASANTON, CA
SEC
AUM
$290M
Employees
5
TATE WEALTH MANAGEMENT
CRD #120938 SACRAMENTO, CA
SEC
AUM
$288.5M
Employees
4
PARK, MILLER, LLC
CRD #146856 WALNUT CREEK, CA
SEC Private Funds
AUM
$288.4M
Employees
4
NORLAND CAPITAL LP
CRD #288562 WOODSIDE, CA
SEC Private Funds
AUM
$288.4M
Employees
5
DAVIES FINANCIAL ADVISORS, INC.
CRD #139764 MURRIETA, CA
SEC
AUM
$288.2M
Employees
11
WESTERLY CAPITAL MANAGEMENT LLC
CRD #140089 SAN FRANCISCO, CA
SEC Private Funds
AUM
$288M
Employees
3
PROSPECT CAPITAL ADVISORS, LLC
CRD #119531 SAUSALITO, CA
SEC Private Funds
AUM
$288M
Employees
4
BRAESWOOD CARBON MANAGEMENT, LLC
CRD #311686 SAN FRANCISCO, CA
SEC Private Funds
AUM
$288M
Employees
3
KENDALL SQUARE CAPITAL LLC
CRD #150390 SAN FRANCISCO, CA
SEC Private Funds
AUM
$287.5M
Employees
3
EAGLE LAKE CAPITAL, LLC
CRD #140208 SANTA MONICA, CA
SEC
AUM
$287.2M
Employees
5
SHUM FINANCIAL GROUP, INC.
CRD #285426 ALAMEDA, CA
SEC
AUM
$287.1M
Employees
4
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
CRD #301331 LOS ANGELES, CA
SEC Private Funds
AUM
$286.1M
Employees
8
LIQUID REALTY ADVISORS, LLC
CRD #161555 DANVILLE, CA
SEC Private Funds
AUM
$285.7M
Employees
2
H&F ADMINISTRATION III LLC
CRD #107570 SAN FRANCISCO, CA
SEC
AUM
$285.7M
Employees
--
H&F INVESTORS III
CRD #107573 SAN FRANCISCO, CA
SEC
AUM
$285.7M
Employees
--
H&F MANAGEMENT III LLC
CRD #107576 SAN FRANCISCO, CA
SEC
AUM
$285.7M
Employees
--