RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
VR ADVISORS, LLC
CRD #288803 LAFAYETTE, CA
SEC
AUM
$226.4M
Employees
2
MADRONE INVESTMENT ADVISORY, LLC
CRD #149549 SAN RAFAEL, CA
SEC
AUM
$226.1M
Employees
1
WESCOM FINANCIAL SERVICES, LLC
CRD #125650 ANAHEIM, CA
SEC
AUM
$226.1M
Employees
31
CQ WEALTH ADVISORS, INC.
CRD #313833 SAN DIEGO, CA
SEC
AUM
$226.1M
Employees
3
H & F INVESTORS IV BERMUDA, L.P.
CRD #115790 SAN FRANCISCO, CA
SEC
AUM
$226M
Employees
--
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD #170029 CAMARILLO, CA
SEC
AUM
$226M
Employees
2
THE EHRLICH GROUP LLC
CRD #325595 LAGUNA NIGUEL, CA
SEC
AUM
$225.8M
Employees
5
PAN GLOBAL ADVISERS, LLC
CRD #301863 COSTA MESA, CA
SEC Private Funds
AUM
$225.7M
Employees
3
DBL INVESTORS, LLC
CRD #144878 SAN FRANCISCO, CA
Private Funds
AUM
$225M
Employees
1
PORTFOLIO ADVISORS, INC.
CRD #106111 FRESNO, CA
SEC
AUM
$224.3M
Employees
7
AXIOM ADVISORY, LLC
CRD #131540 SAN DIEGO, CA
SEC
AUM
$224.1M
Employees
3
PIVOTAL ASSET MANAGEMENT LLC
CRD #109360 SAN FRANCISCO, CA
SEC
AUM
$224M
Employees
--
NRI WEALTH MANAGEMENT, LLC
CRD #162234 SANTA CLARA, CA
SEC
AUM
$223.6M
Employees
2
MONTCALM TCR LLC
CRD #164521 SAN FRANCISCO, CA
SEC Private Funds
AUM
$223.4M
Employees
4
AMERVEST COMPANY, INC.
CRD #105715 LOS ANGELES, CA
SEC
AUM
$222.8M
Employees
5
SORRENTO PACIFIC FINANCIAL, LLC
CRD #127787 SAN DIEGO, CA
SEC Disclosures
AUM
$222.3M
Employees
248
WOVENEARTH VENTURES, LLC
CRD #322556 PALO ALTO, CA
SEC Private Funds
AUM
$221.5M
Employees
10
BERKSON ASSET MANAGEMENT, INC.
CRD #131029 WOODLAND HILLS, CA
SEC
AUM
$221.3M
Employees
5
PLUS CAPITAL MANAGEMENT, L.L.C.
CRD #167459 VENICE, CA
SEC Private Funds
AUM
$221.2M
Employees
9
PACIFIC CAPITAL ASSOCIATES, INC.
CRD #160407 SAN DIEGO, CA
SEC
AUM
$221.1M
Employees
6
PAYPAL ASSET MANAGEMENT, INC.
CRD #111130 SAN JOSE, CA
SEC
AUM
$221M
Employees
10
RINCON PACIFIC MANAGEMENT INC
CRD #108126 SAN CLEMENTE, CA
SEC
AUM
$221M
Employees
4
KANE INVESTMENT MANAGEMENT, INC.
CRD #127337 LOS GATOS, CA
SEC
AUM
$220.6M
Employees
9
ALCOSTA CAPITAL MANAGEMENT, INC.
CRD #128679 SAN RAMON, CA
SEC
AUM
$220.6M
Employees
2
DANIEL INVESTMENT ASSOCIATES, LLC
CRD #157284 SANTA BARBARA, CA
SEC
AUM
$220.5M
Employees
1