RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD #329575 POWAY, CA
SEC
AUM
$247.8M
Employees
4
COOPER CAPITAL ADVISORS, LLC
CRD #305121 ENCINITAS, CA
SEC
AUM
$247.7M
Employees
4
PACIFIC GROVE CAPITAL LP
CRD #172659 SAN FRANCISCO, CA
Private Funds
AUM
$247.1M
Employees
4
TELEGRAPH HILL INVESTMENT COUNSEL
CRD #108372 SAN FRANCISCO, CA
SEC
AUM
$246.2M
Employees
10
BENNICAS & ASSOCIATES, INC.
CRD #105102 PORTOLA VALLEY, CA
SEC
AUM
$246.1M
Employees
5
TWIN LAKES CAPITAL MANAGEMENT, LLC
CRD #137522 REDWOOD SHORES, CA
SEC
AUM
$246M
Employees
5
HEEG ALBERT JOSEPH JR.
CRD #110837 ALAMEDA, CA
SEC
AUM
$245.5M
Employees
1
VERITY WEALTH ADVISORS, LLC
CRD #126742 SAUSALITO, CA
SEC
AUM
$244.8M
Employees
2
HMM GROUP LLC
CRD #289044 INDIAN WELLS, CA
SEC
AUM
$244.7M
Employees
3
KACHKOVSKY & FISHER, INC.
CRD #117811 SAN DIEGO, CA
SEC
AUM
$244.5M
Employees
6
LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD #110376 LONG BEACH, CA
SEC
AUM
$244.3M
Employees
3
WOODSIDE ASSET MANAGEMENT INC
CRD #105704 MENLO PARK, CA
SEC
AUM
$243.3M
Employees
--
ARCA INVESTMENT MANAGEMENT, LLC
CRD #298298 MARINA DEL REY, CA
SEC Private Funds
AUM
$243.2M
Employees
31
MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD #300330 SAN DIEGO, CA
SEC
AUM
$243M
Employees
6
ACCELERATE INVESTMENT ADVISORS LLC
CRD #325859 ALISO VIEJO, CA
SEC
AUM
$242.8M
Employees
39
HEALTHPOINTCAPITAL MANAGEMENT, LLC
CRD #309041 SAN DIEGO, CA
SEC Private Funds
AUM
$242.8M
Employees
7
OMT CAPITAL MANAGEMENT, LLC
CRD #114106 SAN FRANCISCO, CA
SEC Private Funds
AUM
$242.3M
Employees
6
PALISADES INVESTMENT PARTNERS, LLC
CRD #128173 EL SEGUNDO, CA
SEC
AUM
$242.3M
Employees
4
ST. CLOUD CAPITAL II, LLC
CRD #157409 LOS ANGELES, CA
Private Funds
AUM
$241.7M
Employees
9
ADVANCED FINANCIAL STRATEGIES INC
CRD #108296 IRVINE, CA
SEC
AUM
$241.6M
Employees
6
SOLA IMPACT GROUP, LLC
CRD #313748 LOS ANGELES, CA
SEC Private Funds
AUM
$241.6M
Employees
150
CALABASAS ADVISORY GROUP, LLC
CRD #288224 WESTLAKE VILLAGE, CA
SEC
AUM
$240.5M
Employees
2
HALL PRIVATE WEALTH ADVISORS, LLC
CRD #175335 SAN DIEGO, CA
SEC
AUM
$240.3M
Employees
7
INSPIRED FINANCIAL LLC
CRD #125713 HUNTINGTON BEACH, CA
SEC
AUM
$240M
Employees
8
BARLOW, LINDA, ANN
CRD #111643 SANTA ANA, CA
SEC
AUM
$239.6M
Employees
1