RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
MAINSTREAM CAPITAL MANAGEMENT LLC
CRD #297145 LOS ANGELES, CA
SEC
AUM
$209.9M
Employees
4
AMERISTOCK CORPORATION
CRD #107242 ALAMEDA, CA
SEC
AUM
$209.8M
Employees
6
PACIFIC PARK FINANCIAL, INC.
CRD #122867 LAGUNA HILLS, CA
SEC
AUM
$209.5M
Employees
2
SPRINGER INVESTMENT MANAGEMENT, INC.
CRD #111072 SACRAMENTO, CA
SEC Disclosures
AUM
$209.4M
Employees
4
CERDA MUNOZ ADVISORS, INC
CRD #170784 WHITTIER, CA
SEC
AUM
$209.2M
Employees
7
SILVER OAK WEALTH ADVISORS, LLC
CRD #133904 LOS ANGELES, CA
SEC
AUM
$208.9M
Employees
4
MISSION HILLS FINANCIAL ADVISORY LLC
CRD #328516 SAN DIEGO, CA
SEC Disclosures
AUM
$208.7M
Employees
3
FIRST OAK CAPITAL MANAGEMENT LLC
CRD #155986 SAN FRANCISCO, CA
SEC Private Funds
AUM
$208.3M
Employees
7
COPPERPLATE CAPITAL LLC
CRD #174528 MENLO PARK, CA
SEC Private Funds
AUM
$208.2M
Employees
3
TRILINC GLOBAL ADVISORS, LLC
CRD #285161 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$207.7M
Employees
24
CONQUIS FINANCIAL LLC
CRD #319579 MILLBRAE, CA
SEC
AUM
$206.9M
Employees
2
JHW FINANCIAL SERVICES INC.
CRD #31012 SAN RAFAEL, CA
SEC
AUM
$206.8M
Employees
51
WE ALLIANCE WEALTH ADVISORS, INC.
CRD #175405 ROSEVILLE, CA
SEC
AUM
$206.6M
Employees
7
STRATEGIC WEALTH CAPITAL, LLC
CRD #326299 SAN FRANCISCO, CA
SEC
AUM
$206.5M
Employees
4
MGO PRIVATE WEALTH, LLC
CRD #283909 NEWPORT, CA
SEC
AUM
$206.2M
Employees
4
BINGHAM PRIVATE WEALTH, LLC
CRD #330598 SAN FRANCISCO, CA
SEC
AUM
$206.1M
Employees
4
RINA WEALTH MANAGEMENT SERVICES LLC
CRD #288688 WALNUT CREEK, CA
SEC
AUM
$205.9M
Employees
2
VIVID FINANCIAL MANAGEMENT, INC.
CRD #174072 ORCUTT, CA
SEC
AUM
$205.9M
Employees
2
OTAY VILLAGE III MANAGER, LLC
CRD #298534 CARLSBAD, CA
Private Funds
AUM
$205.6M
Employees
3
HEIGHTS LLC
CRD #315969 LOS ANGELES, CA
SEC Private Funds
AUM
$205.6M
Employees
3
WEALTH TEAMS ALLIANCE INC.
CRD #168907 IRVINE, CA
SEC
AUM
$205.6M
Employees
26
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
CRD #105570 WALNUT CREEK, CA
SEC
AUM
$205.4M
Employees
7
INSIGHT CAPITAL MANAGEMENT, LLC
CRD #176530 SAN RAMON, CA
SEC
AUM
$205M
Employees
5
ROWLING DOLD & ASSOCIATES LLP
CRD #109603 SAN DIEGO, CA
SEC
AUM
$204.5M
Employees
5
VOCE CAPITAL MANAGEMENT LLC
CRD #155225 SAN FRANCISCO, CA
SEC Private Funds
AUM
$204.5M
Employees
3