RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
NEW MARKET WEALTH MANAGEMENT, LLC
CRD #171031 IRVINE, CA
SEC
AUM
$239.6M
Employees
6
RETIREMENTADVICE | JKA
CRD #153803 ANAHEIM, CA
SEC
AUM
$239.5M
Employees
5
CENTURY PARK CAPITAL PARTNERS, LLC
CRD #158129 EL SEGUNDO, CA
SEC Private Funds
AUM
$239.5M
Employees
9
LEO H. EVART, INC.
CRD #110263 REDWOOD CITY, CA
SEC
AUM
$238.9M
Employees
3
PRIMESTOR INVESTMENT MANAGEMENT, LLC
CRD #322066 CULVER CITY, CA
SEC Private Funds
AUM
$238.8M
Employees
45
SUPERBLOOM PARTNERS MANAGEMENT LLC
CRD #330218 VENICE, CA
SEC Private Funds
AUM
$238.7M
Employees
7
VIENNA ASSET MANAGEMENT LLC
CRD #299725 SARATOGA, CA
SEC
AUM
$238.6M
Employees
2
AOF MANAGEMENT LLC
CRD #170193 LOS ANGELES, CA
SEC Private Funds
AUM
$238.2M
Employees
6
GRANITE CAPITAL MANAGEMENT, LLC
CRD #141743 OAKLAND, CA
SEC
AUM
$238.1M
Employees
2
EMPYRION WEALTH MANAGEMENT, INC.
CRD #105888 ROSEVILLE, CA
SEC
AUM
$238M
Employees
2
PANORAMIC CAPITAL, LLC
CRD #153450 LARKSPUR, CA
SEC Private Funds
AUM
$237.5M
Employees
5
CSC UPSHOT VENTURES MANAGEMENT, LLC
CRD #283270 PALO ALTO, CA
SEC Private Funds
AUM
$236.9M
Employees
4
TENZING GLOBAL MANAGEMENT LLC
CRD #159696 SAN FRANCISCO, CA
SEC Private Funds
AUM
$236.2M
Employees
4
MCCULLOUGH ANDREWS & CAPPIELLO INC
CRD #105924 SAN FRANCISCO, CA
SEC
AUM
$236.1M
Employees
10
BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD #134950 SAN FRANCISCO, CA
SEC
AUM
$235.8M
Employees
3
CASILIO LEITCH INVESTMENTS, LLC
CRD #173152 WALNUT CREEK, CA
SEC
AUM
$235.1M
Employees
4
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD #109844 LOS ANGELES, CA
SEC
AUM
$234.7M
Employees
2
SAYBROOK ADVISORS, LLC
CRD #139018 LOS ANGELES, CA
SEC Private Funds
AUM
$234.7M
Employees
5
FLIGHT DECK CAPITAL, LP
CRD #311353 SAN FRANCISCO, CA
SEC Private Funds
AUM
$234.7M
Employees
4
SIENA WEALTH MANAGEMENT, INC.
CRD #146902 SAN JOSE, CA
SEC
AUM
$234.7M
Employees
5
RHS FINANCIAL, LLC
CRD #149435 SAN FRANCISCO, CA
SEC
AUM
$234.5M
Employees
3
KAIZEN FINANCIAL STRATEGIES, LLC
CRD #298248 CAMPBELL, CA
SEC
AUM
$234.4M
Employees
5
WACKER ROBERT EUGENE
CRD #112310 SAN LUIS OBISPO, CA
SEC
AUM
$234.2M
Employees
10
WOODSIDE ASSET MANAGEMENT, INC.
CRD #123301 MENLO PARK, CA
SEC
AUM
$233.3M
Employees
--
FF ADVISORS, LLC
CRD #316723 MANHATTAN BEACH, CA
SEC
AUM
$232.8M
Employees
4