RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MILLIE CAPITAL MANAGEMENT LLC
CRD #110319 WALNUT CREEK, CA
SEC
AUM
$253.8M
Employees
4
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
CRD #120267 PETALUMA, CA
SEC
AUM
$253.6M
Employees
3
DRAPER FISHER JURVETSON MEVC MANAGEMENT CO LLC
CRD #112570 REDWOOD CITY, CA
SEC
AUM
$253.2M
Employees
10
CARTER FINANCIAL, LLC
CRD #298327 LA JOLLA, CA
SEC
AUM
$251.9M
Employees
3
EXCOLERE EQUITY PARTNERS, LLC
CRD #324822 LOS ANGELES, CA
SEC Private Funds
AUM
$251.6M
Employees
10
SIMPLIFI, INC.
CRD #154900 SAN DIEGO, CA
SEC
AUM
$251.5M
Employees
4
ALAMAR CAPITAL MANAGEMENT, LLC
CRD #154413 SANTA BARBARA, CA
SEC
AUM
$251.4M
Employees
3
HARMONY POINT WEALTH ADVISORS, INC.
CRD #323643 IRVINE, CA
SEC
AUM
$251.3M
Employees
3
MOUNT TAMALPAIS ASSET MANAGEMENT, LLC
CRD #301017 LARKSPUR, CA
SEC
AUM
$251M
Employees
4
GKM ADVISERS INC.
CRD #108699 LOS ANGELES, CA
SEC
AUM
$251M
Employees
5
VICTUS CAPTIAL WEALTH, LLC
CRD #154899 SANTA MONICA, CA
SEC
AUM
$250.9M
Employees
4
ARROYO INVESTMENT GROUP, LLC
CRD #130243 PASADENA, CA
SEC
AUM
$250.7M
Employees
8
CLAIRVUE REALTY ADVISORS, LLC
CRD #157404 SAN FRANCISCO, CA
Private Funds
AUM
$250.7M
Employees
--
C-J ADVISORY, INC.
CRD #133665 SAN JOSE, CA
SEC
AUM
$250.5M
Employees
4
WALLACE ADVISORY GROUP, LLC
CRD #281049 LAFAYETTE, CA
SEC
AUM
$250M
Employees
2
WIIKEN & GORMAN LLC
CRD #111699 PETALUMA, CA
SEC
AUM
$250M
Employees
2
HESEN & HASLAM, LLC
CRD #286235 WOODLAND HILLS, CA
SEC
AUM
$250M
Employees
5
CORRIDOR CAPITAL, LLC
CRD #160922 LOS ANGELES, CA
SEC Private Funds
AUM
$249.6M
Employees
10
LAUREL GROVE CAPITAL LLC
CRD #107503 LOS ANGELES, CA
SEC
AUM
$249.4M
Employees
6
TMFS-SAN FRANCISCO-OAKLAND, LLC
CRD #134173 SANTA CLARA, CA
SEC
AUM
$249.4M
Employees
3
NPB FINANCIAL GROUP, LLC
CRD #137743 BURBANK, CA
SEC
AUM
$248.8M
Employees
5
CMR CAPITAL MANAGEMENT, LLC
CRD #284054 PASADENA, CA
SEC Private Funds
AUM
$248.8M
Employees
6
FALCON BRIDGE CAPITAL II, LLC
CRD #156661 OAKLAND, CA
SEC
AUM
$248.7M
Employees
6
SDR CAPITAL MANAGEMENT, INC.
CRD #109858 SAN FRANCISCO, CA
SEC
AUM
$248.6M
Employees
5
MFA WEALTH SERVICES
CRD #169013 THOUSAND OAKS, CA
SEC
AUM
$248.2M
Employees
3