RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SYMPHONY FINANCIAL PLANNING LLC
CRD #137885 DAVIS, CA
SEC
AUM
$188.5M
Employees
7
INFLECTION CAPITAL MANAGEMENT, LLC
CRD #333157 SAN FRANCISCO, CA
SEC
AUM
$188.5M
Employees
9
GOLDENSTONE WEALTH MANAGEMENT, LLC
CRD #310041 EL DORADO HILLS, CA
SEC
AUM
$188.2M
Employees
2
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
CRD #304617 WALNUT CREEK, CA
SEC
AUM
$188.1M
Employees
3
GATES PASS ADVISORS, LLC
CRD #269983 LOS ALTOS, CA
SEC
AUM
$188M
Employees
4
RAYMOND J. LUCIA COMPANIES, INC.
CRD #115670 SAN DIEGO, CA
SEC
AUM
$187.5M
Employees
--
THE PUTNEY FINANCIAL GROUP LLC
CRD #111639 SAN RAFAEL, CA
SEC
AUM
$187.3M
Employees
7
THOUSAND OAKS FINANCIAL CORPORATION
CRD #109561 THOUSAND OAKS, CA
SEC
AUM
$186.9M
Employees
8
QUANTITATIVE STRATEGIES, INC.
CRD #117908 CALABASAS, CA
SEC
AUM
$186.8M
Employees
2
BRIGHTPATH WEALTH PLANNING, LLC
CRD #160563 CAMARILLO, CA
SEC
AUM
$186.7M
Employees
4
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
CRD #166003 WALNUT CREEK, CA
SEC Private Funds
AUM
$186.5M
Employees
9
MILLER AVENUE ADVISORS LLC
CRD #313523 MILL VALLEY, CA
SEC
AUM
$186.5M
Employees
3
ANCHOR POINT FINANCIAL LLC
CRD #334103 BAKERSFIELD, CA
SEC
AUM
$186.3M
Employees
1
JANUARY CAPITAL ADVISORS LLC
CRD #177514 SAN FRANCISCO, CA
SEC
AUM
$186.2M
Employees
4
BERSOT CAPITAL MANAGEMENT, LLC
CRD #139090 TIBURON, CA
SEC
AUM
$186.2M
Employees
3
ACCORD EQUITY ADVISORS LLC
CRD #166977 SAN FRANCISCO, CA
SEC Private Funds
AUM
$186.2M
Employees
4
ROSENWALD CAPITAL MANAGEMENT INC
CRD #104630 REDONDO BEACH, CA
SEC
AUM
$186M
Employees
5
TEAM FINANCIAL GROUP, LLC
CRD #309411 TEMECULA, CA
SEC
AUM
$185.8M
Employees
7
RING MOUNTAIN CAPITAL, LLC
CRD #288714 TIBURON, CA
SEC
AUM
$185.7M
Employees
1
KESTREL INVESTMENT MANAGEMENT CORP
CRD #106789 SAN MATEO, CA
SEC Private Funds
AUM
$185.6M
Employees
7
MOSLEY WEALTH MANAGEMENT, INC.
CRD #318592 ANAHEIM, CA
SEC
AUM
$185.1M
Employees
15
OPTIMIZE FINANCIAL INC.
CRD #315963 LAGUNA HILLS, CA
SEC
AUM
$185.1M
Employees
7
TPG ADVISORS LLC
CRD #151662 WOODLAND HILLS, CA
SEC Disclosures
AUM
$185M
Employees
6
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
CRD #112414 IRVINE, CA
SEC
AUM
$184.9M
Employees
5
SAPIENCE INVESTMENTS, LLC
CRD #284720 IRVINE, CA
SEC
AUM
$184.7M
Employees
7