RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
LEWIS ASSET MANAGEMENT, LLC
CRD #143409 LAFAYETTE, CA
SEC
AUM
$214.3M
Employees
5
STRATEGIC RETIREMENT ADVISORS, LLC
CRD #142887 ELK GROVE, CA
SEC
AUM
$214.2M
Employees
2
STERLING GLOBAL STRATEGIES, LLC
CRD #172404 CARLSBAD, CA
SEC
AUM
$214M
Employees
5
SEARCHLIGHT MANAGEMENT CO., L.L.C.
CRD #160876 MENLO PARK, CA
Private Funds
AUM
$213.5M
Employees
12
DB WEALTH MANAGEMENT GROUP, LLC
CRD #135317 SAN DIEGO, CA
SEC
AUM
$213.4M
Employees
5
CROWN ADVISORS MANAGEMENT, INC.
CRD #109720 LARKSPUR, CA
SEC Private Funds
AUM
$213.3M
Employees
2
AIB GOVETT, INC.
CRD #111818 SAN FRANCISCO, CA
SEC
AUM
$213.3M
Employees
5
GOLD HILL CAPITAL MANAGEMENT, LLC
CRD #158141 PLEASANT HILL, CA
Private Funds
AUM
$213.2M
Employees
12
NOBLE WEALTH MANAGEMENT, INC.
CRD #169963 NEWPORT BEACH, CA
SEC
AUM
$212.9M
Employees
6
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD #151765 DAVIS, CA
SEC
AUM
$212.8M
Employees
3
CONWAY CAPITAL MANAGEMENT, INC.
CRD #133260 BURBANK, CA
SEC
AUM
$212.8M
Employees
1
SENTINEL ROCK REALTY TRUST INC.
CRD #337421 MODESTO, CA
SEC Private Funds
AUM
$212.7M
Employees
25
SIERRA PACIFIC PRIVATE WEALTH, LLC
CRD #131738 PLEASANTON, CA
SEC
AUM
$212.7M
Employees
5
CONNOR CAPITAL SB, LLC
CRD #283073 SANTA BARBARA, CA
SEC Private Funds
AUM
$212.6M
Employees
4
OCEANIQ CAPITAL, LLC
CRD #168062 REDWOOD CITY, CA
SEC Private Funds Disclosures
AUM
$212.4M
Employees
5
CYMRIC FAMILY OFFICE SERVICES
CRD #109851 COSTA MESA, CA
SEC
AUM
$212.3M
Employees
10
TIDECREST WEALTH MANAGEMENT, LLC
CRD #332422 NEWPORT BEACH, CA
SEC
AUM
$212M
Employees
3
OUR WEALTH GUIDES, INC.
CRD #296866 WESTLAKE VILLAGE, CA
SEC
AUM
$211.7M
Employees
3
FIRST Q CAPITAL, LLC
CRD #138689 NEWPORT BEACH, CA
SEC
AUM
$211M
Employees
--
SENTINEL GLOBAL LP
CRD #326444 SAN FRANCISCO, CA
SEC Private Funds
AUM
$210.6M
Employees
10
ERMAN RETIREMENT ADVISORY
CRD #113903 SEAL BEACH, CA
SEC
AUM
$210.5M
Employees
4
LFS ASSET MANAGEMENT
CRD #154223 SAN RAMON, CA
SEC
AUM
$210.4M
Employees
7
WEDGEWOOD ASSET MANAGEMENT, LLC
CRD #312054 REDONDO BEACH, CA
SEC Private Funds
AUM
$210.1M
Employees
3
HELLMAN & FRIEDMAN ADMINISTRATION LLC
CRD #133314 SAN FRANCISCO, CA
SEC
AUM
$210M
Employees
--
DELTA ACCUMULATION, LLC
CRD #286434 SAUSALITO, CA
SEC Private Funds
AUM
$210M
Employees
3