RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CITRINE CAPITAL, LLC
CRD #171735 SAN FRANCISCO, CA
SEC
AUM
$278.1M
Employees
7
EVERMONT WEALTH, INC.
CRD #168581 CLAREMONT, CA
SEC
AUM
$277.7M
Employees
4
LEVENSOHN VENTURE PARTNERS LLC
CRD #108593 SAN FRANCISCO, CA
SEC
AUM
$277M
Employees
5
PRIVATE PORTFOLIOS, INC.
CRD #111905 SAN MATEO, CA
SEC
AUM
$276.1M
Employees
4
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CRD #167828 LA JOLLA, CA
SEC
AUM
$275.8M
Employees
11
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
CRD #329737 SAN JUAN CAPISTRANO, CA
SEC Private Funds
AUM
$275.8M
Employees
4
DEFINE FINANCIAL, LLC
CRD #286648 SAN DIEGO, CA
SEC
AUM
$275.8M
Employees
4
PROVENCE REGISTERED INVESTMENT ADVISOR, LLC
CRD #279037 IRVINE, CA
SEC
AUM
$275.7M
Employees
6
PATHWAYS ADVISORY GROUP, INC.
CRD #143817 FRESNO, CA
SEC
AUM
$275.7M
Employees
9
HOERTKORN RICHARD CHARLES
CRD #104649 KENTFIELD, CA
SEC
AUM
$275.4M
Employees
2
ORIGIN CAPITAL MANAGEMENT LLC
CRD #111571 SAN FRANCISCO, CA
SEC
AUM
$275M
Employees
--
INTEGRITY WEALTH ADVISORS, LLC
CRD #281708 VENTURA, CA
SEC
AUM
$274.9M
Employees
10
BLUE JAY CAPITAL MANAGEMENT, LLC
CRD #169242 LOS ANGELES, CA
SEC Private Funds
AUM
$274.7M
Employees
5
ILLUMEN CAPITAL MANAGEMENT, LLC
CRD #305411 OAKLAND, CA
SEC Private Funds
AUM
$274.5M
Employees
11
GLENCREST INVESTMENT ADVISORS, INC.
CRD #119565 CLAREMONT, CA
SEC
AUM
$274.3M
Employees
--
AUSPICIOUS FINANCIAL PLANNING, LLC
CRD #297962 SAN RAMON, CA
SEC
AUM
$274.1M
Employees
2
DKM WEALTH MANAGEMENT, INC.
CRD #316778 STOCKTON, CA
SEC
AUM
$273.9M
Employees
3
NBS FINANCIAL & INSURANCE SERVICES INC
CRD #110600 WESTLAKE VILLAGE, CA
SEC
AUM
$273.3M
Employees
5
SAVANT PARTNERS, LLC
CRD #312567 SAN MATEO, CA
SEC Private Funds
AUM
$273.2M
Employees
4
ROUND HILL ASSET MANAGEMENT INC
CRD #107069 PASADENA, CA
SEC Private Funds
AUM
$273M
Employees
6
OLIVEIRA WEALTH, LLC
CRD #315326 MODESTO, CA
SEC
AUM
$273M
Employees
3
BREEN WEALTH MANAGEMENT, LLC
CRD #286513 PETALUMA, CA
SEC
AUM
$272.8M
Employees
3
GREENBOOK INVESTMENT MANAGEMENT, INC.
CRD #131563 SAN DIEGO, CA
SEC
AUM
$272.7M
Employees
51
SECOND 50 FINANCIAL LLC
CRD #318626 MANHATTAN BEACH, CA
SEC
AUM
$271.5M
Employees
5
GRIFFIN BLACK, LLC
CRD #134684 REDWOOD CITY, CA
SEC
AUM
$270.9M
Employees
9