RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
HELLMAN & FRIEDMAN ASSOCIATES III LP
CRD #107617 SAN FRANCISCO, CA
SEC
AUM
$285.7M
Employees
--
TRILINC ADVISORS, LLC
CRD #166194 MANHATTAN BEACH, CA
SEC
AUM
$285.6M
Employees
24
ARCHER VENTURE CAPITAL MANAGEMENT LLC
CRD #317047 LOS ANGELES, CA
SEC Private Funds
AUM
$285.6M
Employees
6
BLUE OAK CAPITAL LLC
CRD #108592 MENLO PARK, CA
SEC
AUM
$285.4M
Employees
1
AUTHENT ADVISORS, INC.
CRD #148520 CORTE MADERA, CA
SEC
AUM
$285.3M
Employees
5
BERNZOTT CAPITAL ADVISORS
CRD #104583 CAMARILLO, CA
SEC
AUM
$285.2M
Employees
4
BLACK CANYON MANAGEMENT, LLC
CRD #163831 LOS ANGELES, CA
SEC Private Funds
AUM
$284.9M
Employees
--
CORE FINANCIAL PARTNERS INC.
CRD #155205 EL SEGUNDO, CA
SEC
AUM
$284.6M
Employees
5
CYPRESS POINT INVESTMENT MANAGEMENT LP
CRD #316549 MILL VALLEY, CA
SEC Private Funds
AUM
$283.9M
Employees
4
THE HUMPHREYS GROUP, LLC
CRD #132415 SAN FRANCISCO, CA
SEC
AUM
$283.6M
Employees
6
WEALTH ANALYTICS PARTNERS, LLC
CRD #140115 SAN DIEGO, CA
SEC
AUM
$283.2M
Employees
6
5T WEALTH, LLC
CRD #112552 NAPA, CA
SEC Disclosures
AUM
$283.1M
Employees
4
IMPACT INVESTORS, INC.
CRD #289028 SAN FRANCISCO, CA
SEC Private Funds
AUM
$283M
Employees
8
REVITATE FUND ADVISOR LLC
CRD #326939 NEWPORT BEACH, CA
SEC Private Funds
AUM
$282.8M
Employees
16
JURIKA, MILLS & KEIFER, LLC
CRD #126825 LAFAYETTE, CA
SEC
AUM
$282.1M
Employees
4
LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.
CRD #106386 MENLO PARK, CA
SEC
AUM
$282M
Employees
3
ALLIANZ GLOBAL INVESTORS SOLUTIONS LLC
CRD #147825 SAN DIEGO, CA
SEC
AUM
$281.7M
Employees
1
ARGOSY WEALTH MANAGEMENT CORPORATION
CRD #175028 LOS ANGELES, CA
SEC
AUM
$281.4M
Employees
10
ALTEGRIS PORTFOLIO MANAGEMENT, INC.
CRD #128219 LA JOLLA, CA
SEC Private Funds Disclosures
AUM
$280.7M
Employees
6
WALPOLE FINANCIAL ADVISORS, LLC
CRD #135834 GOLETA, CA
SEC
AUM
$280.5M
Employees
7
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
CRD #288129 ALISO VIEJO, CA
SEC
AUM
$280.4M
Employees
2
VARIANT EQUITY ADVISORS, LLC
CRD #297046 LOS ANGELES, CA
SEC Private Funds
AUM
$279.5M
Employees
3
MEVC ADVISERS INC
CRD #112164 SAN FRANCISCO, CA
SEC
AUM
$279.2M
Employees
10
MALAGA COVE CAPITAL, LLC
CRD #146959 PALOS VERDES ESTATES, CA
SEC
AUM
$278.5M
Employees
4
JESS S. MORGAN & COMPANY., INC.
CRD #110816 LOS ANGELES, CA
SEC Private Funds
AUM
$278.3M
Employees
18