RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CARLSBAD WEALTH ADVISORY GROUP, INC.
CRD #146587 CARLSBAD, CA
SEC
AUM
$204.4M
Employees
4
THE EVERGREEN ADVANTAGE MANAGEMENT, INC.
CRD #165547 SANTA MONICA, CA
SEC
AUM
$204.3M
Employees
4
GSB CAPITAL LLC
CRD #161482 SAN FRANCISCO, CA
SEC Private Funds
AUM
$204M
Employees
2
WAVENY CAPITAL MANAGEMENT, LP
CRD #171995 SAN FRANCISCO, CA
SEC Private Funds
AUM
$203.6M
Employees
5
PATHWISE WEALTH PARTNERS, LLC
CRD #174215 WALNUT CREEK, CA
SEC
AUM
$203.6M
Employees
3
LYLE, ALLAN GLEN
CRD #10603 SAN RAFAEL, CA
SEC
AUM
$203.5M
Employees
2
WAVELAND RESOURCES, LLC
CRD #298011 IRVINE, CA
SEC
AUM
$203.1M
Employees
3
CBT FINANCIAL PLANNING, INC.
CRD #155867 IRVINE, CA
SEC
AUM
$203M
Employees
4
QUANTUM CAPITAL MANAGEMENT CO
CRD #106763 CORTE MADERA, CA
SEC
AUM
$202.8M
Employees
10
ARCHER CAPITAL PARTNERS, LLC
CRD #134026 MILL VALLEY, CA
SEC
AUM
$202.7M
Employees
5
SEEK FIRST INC.
CRD #312546 CAMPBELL, CA
SEC
AUM
$202.7M
Employees
7
WINTERS FINANCIAL GROUP, INC.
CRD #309549 WESTLAKE VILLAGE, CA
SEC
AUM
$202.3M
Employees
3
DSS ADVISORS LLC
CRD #107977 EMERYVILLE, CA
SEC
AUM
$202.2M
Employees
5
URBAN WEALTH MANAGEMENT GROUP LLC
CRD #285633 EL SEGUNDO, CA
SEC
AUM
$202.1M
Employees
5
JGE CAPITAL MANAGEMENT, LLC
CRD #137473 SAN FRANCISCO, CA
Private Funds
AUM
$202.1M
Employees
6
STEPHENS INVESTMENT MANAGEMENT, LLC
CRD #124968 SAN FRANCISCO, CA
SEC
AUM
$201.6M
Employees
5
KANANI ADVISORY GROUP INC.
CRD #288314 IRVINE, CA
SEC
AUM
$201.5M
Employees
8
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
CRD #145096 NOVATO, CA
SEC
AUM
$201.5M
Employees
2
MACLEAN CAPITAL ADVISORS, LLC
CRD #156978 INDIAN WELLS, CA
SEC
AUM
$201.4M
Employees
3
JLFRANKLIN WEALTH PLANNING, LLC
CRD #131690 SAN RAFAEL, CA
SEC
AUM
$201.4M
Employees
3
FORTEM FINANCIAL, LLC
CRD #283097 PALM DESERT, CA
SEC
AUM
$200.9M
Employees
5
CAMELOT TECHNOLOGY ADVISORS, INC.
CRD #128053 SAN FRANCISCO, CA
SEC
AUM
$200.9M
Employees
2
MARK GILLAM ENTERPRISES
CRD #108632 FAIR OAKS, CA
SEC
AUM
$200.7M
Employees
6
PORT STREET INVESTMENTS, LLC
CRD #168596 NEWPORT BEACH, CA
SEC
AUM
$200.6M
Employees
3
CHRIS BULMAN INC.
CRD #313552 ROSEVILLE, CA
SEC
AUM
$200.6M
Employees
16