RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
M37 MANAGEMENT LP
CRD #332714 MENLO PARK, CA
SEC Private Funds
AUM
$232.6M
Employees
5
CARBON COLLECTIVE INVESTING, LLC
CRD #310129 OAKLAND, CA
SEC
AUM
$232.6M
Employees
5
FLATROCK WEALTH PARTNERS LLC
CRD #321777 NEWPORT BEACH, CA
SEC
AUM
$232.4M
Employees
3
FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD #286079 DANVILLE, CA
SEC
AUM
$231.6M
Employees
2
O'BRIEN INVESTMENT MANAGEMENT, LLC
CRD #284057 TORRANCE, CA
SEC
AUM
$231.3M
Employees
3
TABR CAPITAL MANAGEMENT, LLC
CRD #129959 ORANGE, CA
SEC
AUM
$231.2M
Employees
4
RICE FINANCIAL CONSULTING, INC.
CRD #170346 LOS GATOS, CA
SEC
AUM
$230.7M
Employees
5
SAGE STONE WEALTH MANAGEMENT LLC
CRD #155477 LA JOLLA, CA
SEC
AUM
$230.4M
Employees
5
FULLER INVESTMENT MANAGEMENT COMPANY
CRD #167467 PASADENA, CA
SEC Private Funds
AUM
$230.3M
Employees
9
ARTS & SCIENCES INVESTMENT MANAGEMENT, L.P.
CRD #288493 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$230.1M
Employees
8
WOLMAN WEALTH MANAGEMENT, INC.
CRD #133611 CULVER CITY, CA
SEC
AUM
$230.1M
Employees
2
INSIGHT INV LLC
CRD #172511 EL SEGUNDO, CA
SEC
AUM
$230M
Employees
5
PENNIALL & ASSOCIATES, INC.
CRD #121336 PASADENA, CA
SEC
AUM
$230M
Employees
10
KEMP FINANCIAL MANAGEMENT, LLC
CRD #112127 FULLERTON, CA
SEC
AUM
$230M
Employees
3
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD #323032 SAN DIEGO, CA
SEC
AUM
$229.9M
Employees
7
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD #168363 ROSEVILLE, CA
SEC
AUM
$229.8M
Employees
6
WEDBUSH ASSET MANAGEMENT, LLC
CRD #161183 LOS ANGELES, CA
Private Funds
AUM
$229.4M
Employees
16
MKKS INVESTMENT ADVISORY SERVICES, INC
CRD #142487 SHERMAN OAKS, CA
SEC
AUM
$228.2M
Employees
1
MEISENBACH CAPITAL MANAGEMENT, INC.
CRD #138693 SAN DIEGO, CA
SEC
AUM
$228M
Employees
10
SUMMIT FINANCIAL CONSULTANTS, INC.
CRD #134192 WESTLAKE VILLAGE, CA
SEC
AUM
$228M
Employees
11
LEGACY WEALTH PARTNERS INC.
CRD #285031 CALABASAS, CA
SEC
AUM
$227.7M
Employees
4
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD #144069 NEWPORT BEACH, CA
SEC
AUM
$227.6M
Employees
11
FIDUCIARY INVESTMENT COUNCIL, LLC
CRD #165458 SANTA BARBARA, CA
SEC
AUM
$227.4M
Employees
--
SORRENTO INVESTMENT CO LLC
CRD #111070 LOS ANGELES, CA
SEC
AUM
$227.2M
Employees
5
AVILA RE CAPITAL, LLC
CRD #325431 CORTE MADERA, CA
SEC Private Funds
AUM
$226.7M
Employees
47