RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ZAVALA, RICALDO
CRD #164752 DEL MAR, CA
SEC
AUM
$270M
Employees
--
WOODFORD CAPITAL MANAGEMENT LLC
CRD #108098 LOS ALTOS, CA
SEC
AUM
$269.6M
Employees
10
SPECTRUM WEALTH MANAGEMENT, LLC
CRD #135530 IRVINE, CA
SEC
AUM
$269.5M
Employees
3
FORTRESS WEALTH MANAGEMENT, INC.
CRD #110279 CULVER CITY, CA
SEC
AUM
$269.3M
Employees
4
GINSBURG FINANCIAL ADVISORS, INC.
CRD #144875 OAKLAND, CA
SEC
AUM
$268.6M
Employees
7
PHILLIP B. WHITE CO., INC.
CRD #300623 SAN LUIS OBISPO, CA
SEC
AUM
$268.3M
Employees
2
SANDBRIDGE INVESTMENT MANAGEMENT, LLC
CRD #169112 LOS ANGELES, CA
SEC Private Funds
AUM
$268.3M
Employees
3
NAUTILUS ADVISORS LLC
CRD #154169 LA JOLLA, CA
SEC
AUM
$267.6M
Employees
3
YIELD CAPITAL PARTNERS LLC
CRD #172281 MONTECITO, CA
Private Funds
AUM
$267.2M
Employees
2
ACCRETIVE WEALTH MANAGEMENT, LLC
CRD #164341 SAN RAMON, CA
SEC
AUM
$267M
Employees
4
NAPA WEALTH MANAGEMENT, INCORPORATED
CRD #137724 NAPA, CA
SEC
AUM
$266.7M
Employees
6
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
CRD #134209 CORTE MADERA, CA
SEC
AUM
$265.9M
Employees
8
FORONJY FINANCIAL LLC
CRD #332380 SANTA BARBARA, CA
SEC
AUM
$265.3M
Employees
7
TRIATOMIC MANAGEMENT LP
CRD #312408 PALO ALTO, CA
SEC Private Funds
AUM
$265.1M
Employees
8
INCEPTIV MANAGEMENT, LP
CRD #310133 CULVER CITY, CA
SEC Private Funds
AUM
$264.5M
Employees
8
PORTICO WEALTH ADVISORS, LLC
CRD #151794 LARKSPUR, CA
SEC
AUM
$264M
Employees
4
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CRD #324173 WESTLAKE VILLAGE, CA
SEC
AUM
$263.9M
Employees
3
AEQUITAS WEALTH MANAGEMENT, LLC
CRD #135893 LOS ANGELES, CA
SEC
AUM
$263.3M
Employees
4
NEXXUS HOLDINGS ADVISORS LLC
CRD #166884 SANTA BARBARA, CA
SEC Private Funds
AUM
$263.1M
Employees
4
WESPAC ADVISORS
CRD #109915 OAKLAND, CA
SEC
AUM
$262.7M
Employees
10
BRANSON FRANK A INC
CRD #110451 PALO ALTO, CA
SEC
AUM
$262.6M
Employees
3
PFC CAPITAL GROUP INC
CRD #110648 LOS ANGELES, CA
SEC
AUM
$262.5M
Employees
10
4D ADVISORS, LLC
CRD #315045 REDONDO BEACH, CA
SEC Private Funds
AUM
$262.2M
Employees
3
PRING/TURNER CAPITAL GROUP, INC.
CRD #110931 ALAMO, CA
SEC
AUM
$262.1M
Employees
4
GALLIOTT CAPITAL ADVISORS, LLC
CRD #313094 BEVERLY HILLS, CA
SEC Private Funds
AUM
$261.9M
Employees
6