RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FISAI US MANAGEMENT LLC
CRD #328574 LOS ANGELES, CA
SEC Private Funds
AUM
$220.4M
Employees
2
PRECISE INVESTMENT MANAGEMENT, LLC
CRD #123672 SAN DIEGO, CA
SEC
AUM
$220M
Employees
5
ANCHOR BAY CAPITAL, INC.
CRD #116913 CARLSBAD, CA
SEC
AUM
$219.4M
Employees
6
LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD #164136 LOS ANGELES, CA
SEC Private Funds
AUM
$218.8M
Employees
4
SAYBROOK FUND ADVISORS, LLC
CRD #158634 SANTA MONICA, CA
SEC Private Funds
AUM
$218.7M
Employees
9
ROSENWALD CAPITAL MANAGEMENT, INC.
CRD #290118 REDONDO BEACH, CA
SEC Private Funds
AUM
$218.5M
Employees
6
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD #135234 VALENCIA, CA
SEC
AUM
$218.4M
Employees
3
GOLDEN STATE ASSET MANAGEMENT, LLC
CRD #299649 SANTA ANA, CA
SEC
AUM
$218.3M
Employees
8
ACAP ASSET MANAGEMENT, INC.
CRD #149452 STUDIO CITY, CA
SEC
AUM
$218M
Employees
5
MAREST CAPITAL, LLC
CRD #315958 ENCINO, CA
SEC
AUM
$217.9M
Employees
3
PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD #144789 SANTA BARBARA, CA
SEC
AUM
$217.7M
Employees
3
TRIVANT CUSTOM PORTFOLIO GROUP LLC
CRD #129803 SAN DIEGO, CA
SEC
AUM
$217.5M
Employees
4
WEALTH MANAGEMENT ADVISORS, INC.
CRD #106194 NOVATO, CA
SEC
AUM
$217.2M
Employees
10
BODRI CAPITAL MANAGEMENT, LLC
CRD #158076 SAN FRANCISCO, CA
SEC Private Funds
AUM
$217M
Employees
6
ALAMBIC INVESTMENT MANAGEMENT, L.P.
CRD #143336 LARKSPUR, CA
SEC Private Funds
AUM
$216.5M
Employees
8
PROSPERITY WEALTH PLANNING LLC
CRD #315163 IRVINE, CA
SEC
AUM
$216.1M
Employees
6
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
CRD #106268 MISSION VIEJO, CA
SEC
AUM
$216M
Employees
4
CASTLE WEALTH PLANNING LLC
CRD #141601 SANTA BARBARA, CA
SEC
AUM
$215.5M
Employees
3
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
CRD #290062 SHERMAN OAKS, CA
SEC
AUM
$215.2M
Employees
5
SUGARMAN, JASON ADAM
CRD #136736 NEWPORT BEACH, CA
SEC
AUM
$215M
Employees
5
PERSISTENT EDGE MANAGEMENT, LLC
CRD #121369 SAN FRANCISCO, CA
SEC
AUM
$215M
Employees
5
DE SANTIS CAPITAL MANAGEMENT, L.P.
CRD #110589 NOVATO, CA
SEC
AUM
$214.9M
Employees
5
THE LITIGATION FUND MANAGER, LLC
CRD #330517 MILL VALLEY, CA
SEC Private Funds
AUM
$214.8M
Employees
3
STANDARD PACIFIC CAPITAL LLC
CRD #106985 SAN FRANCISCO, CA
SEC Private Funds
AUM
$214.6M
Employees
17
CAPRICE CAPITAL PARTNERS, LLC
CRD #307048 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$214.4M
Employees
6