RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CPC EQUITY ADVISORS, LP
CRD #331368 EL SEGUNDO, CA
SEC Private Funds
AUM
$261.9M
Employees
12
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD #291645 LOS ANGELES, CA
SEC
AUM
$261.9M
Employees
7
SECURA FINANCIAL, LLC
CRD #137324 ORANGE, CA
SEC
AUM
$261.8M
Employees
9
TRICORD ADVISORS, INC.
CRD #155749 RIVERSIDE, CA
SEC
AUM
$261.7M
Employees
5
TILLER PARTNERS, LLC
CRD #170429 BEVERLY HILLS, CA
SEC
AUM
$261.3M
Employees
1
RADY ASSET MANAGEMENT, LLC
CRD #150999 LA JOLLA, CA
SEC
AUM
$260M
Employees
5
VALLEY WEALTH, INC.
CRD #146324 MODESTO, CA
SEC
AUM
$260M
Employees
6
GORDONMD GLOBAL INVESTMENTS LP
CRD #316751 BEVERLY HILLS, CA
SEC Private Funds
AUM
$259M
Employees
7
SIMPLEX WEALTH MANAGEMENT, LLC
CRD #170265 DANVILLE, CA
SEC
AUM
$258.9M
Employees
9
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CRD #295339 SAN DIEGO, CA
SEC
AUM
$258.3M
Employees
2
CHALLENGER WEALTH MANAGEMENT
CRD #121498 ALISO VIEJO, CA
SEC
AUM
$258.3M
Employees
2
SHERWOOD FINANCIAL PARTNERS, LLC
CRD #301329 WESTLAKE VILLAGE, CA
SEC
AUM
$258.1M
Employees
8
SOPHOS CAPITAL MANAGEMENT, L.P.
CRD #170185 MENLO PARK, CA
Private Funds
AUM
$258M
Employees
8
VISTA ADVISOR GROUP, LLC
CRD #307268 WALNUT CREEK, CA
SEC
AUM
$257.7M
Employees
6
AQUILO CAPITAL MANAGEMENT, LLC
CRD #153022 SAN FRANCISCO, CA
Private Funds
AUM
$257.6M
Employees
5
WESCORP INVESTMENT SERVICES, LLC
CRD #102420 SAN DIMAS, CA
SEC
AUM
$257M
Employees
5
KRANE FINANCIAL SOLUTIONS, LLC
CRD #153594 CALABASAS, CA
SEC
AUM
$256.9M
Employees
4
ORION CAPITAL MANAGEMENT LLC
CRD #119428 CORONADO, CA
SEC
AUM
$256.7M
Employees
4
NOGALES INVESTORS MANAGEMENT, LLC
CRD #158236 LOS ANGELES, CA
SEC Private Funds
AUM
$256.2M
Employees
5
FRIEDLANDER, BRENDA S
CRD #127746 SAN RAFAEL, CA
SEC
AUM
$256M
Employees
4
FIG WEALTH, LLC
CRD #318369 LAFAYETTE, CA
SEC
AUM
$255.7M
Employees
6
PRESIDIO PARTNERS MANAGEMENT, LLC
CRD #172667 SAN FRANCISCO, CA
Private Funds
AUM
$254.9M
Employees
8
CABLE CAR CAPITAL, LP
CRD #169234 SAN FRANCISCO, CA
SEC Private Funds
AUM
$254.6M
Employees
2
HELIX INVESTMENT PARTNERS LLC
CRD #111354 SAN DIEGO, CA
SEC
AUM
$253.9M
Employees
10
CLEARLAKE ADVISORS, L.L.C.
CRD #129627 SAN ANSELMO, CA
SEC Private Funds
AUM
$253.8M
Employees
4