RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
ARES FINANCIAL CONSULTING LLC
CRD #282852 CALABASAS, CA
SEC
AUM
$193.3M
Employees
4
NEWPORT WEALTH ADVISORS, INC.
CRD #137159 NEWPORT BEACH, CA
SEC
AUM
$193.3M
Employees
6
BLUE SUMMIT FINANCIAL GROUP, INC.
CRD #148782 SAN DIEGO, CA
SEC
AUM
$192.9M
Employees
2
GSI CAPITAL ADVISORS LLC
CRD #135143 NEWPORT BEACH, CA
SEC Private Funds
AUM
$192.4M
Employees
4
HARDWORKING CAPITAL ADVISORS, LLC
CRD #226760 PALM DESERT, CA
SEC
AUM
$192.1M
Employees
2
SUPERIOR PLANNING, LLC
CRD #130711 SAN DIEGO, CA
SEC
AUM
$192.1M
Employees
12
7X7 ASSET MANAGEMENT LLC
CRD #160164 SAN FRANCISCO, CA
SEC Private Funds
AUM
$192M
Employees
--
GRECU CAPITAL MANAGEMENT, INC.
CRD #134841 ROSEVILLE, CA
SEC
AUM
$191.6M
Employees
1
WARD & ASSOCIATES
CRD #107878 SAN DIEGO, CA
SEC
AUM
$191.3M
Employees
2
HIGHBAR MANAGEMENT, LLC
CRD #166244 MENLO PARK, CA
SEC Private Funds
AUM
$191.3M
Employees
2
CAVES & ASSOCIATES, LLC
CRD #167410 MANHATTAN BEACH, CA
SEC
AUM
$191.3M
Employees
4
IPCC ADVISOR, LP
CRD #323562 SANTA MONICA, CA
SEC Private Funds
AUM
$191.3M
Employees
45
UNDERHILL INVESTMENT MANAGEMENT LLC
CRD #140390 GREENBRAE, CA
SEC
AUM
$191.1M
Employees
6
M83 INVESTMENT GROUP, LLC
CRD #332416 CALABASAS, CA
SEC
AUM
$191M
Employees
6
TREND TRADE PRO, LLC
CRD #328383 PASADENA, CA
SEC
AUM
$191M
Employees
1
DUNCAN INVESTMENT ADVISORS, INC.
CRD #155836 CARLSBAD, CA
SEC
AUM
$190.9M
Employees
8
MPWA, INC.
CRD #148484 BAKERSFIELD, CA
SEC
AUM
$190.7M
Employees
4
ARGYLE CAPITAL PARTNERS, LLC
CRD #162246 LOS ANGELES, CA
SEC
AUM
$190.4M
Employees
3
WESTON CAPITAL MANAGEMENT INC
CRD #105569 LOS ANGELES, CA
SEC
AUM
$190.1M
Employees
6
MAVEN EQUITY PARTNERS, LLC
CRD #304461 LARKSPUR, CA
SEC Private Funds
AUM
$190M
Employees
2
X ADVISORS, LLC
CRD #315838 SANTA MARIA, CA
SEC
AUM
$189.9M
Employees
7
GREAT GABLE ADVISORS, LLC
CRD #297501 BEVERLY HILLS, CA
SEC
AUM
$189.7M
Employees
3
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC
CRD #141988 WOODLAND HILLS, CA
SEC
AUM
$189.5M
Employees
17
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
CRD #155348 LA MESA, CA
SEC
AUM
$189.4M
Employees
5
POWER ASSET MANAGEMENT LLC
CRD #128580 LOS ANGELES, CA
SEC
AUM
$189M
Employees
1