RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
COASTWISE CAPITAL GROUP, LLC
CRD #139564 LA JOLLA, CA
SEC
AUM
$184.5M
Employees
4
EMERALD BAY WEALTH MANAGEMENT LLC
CRD #160837 TAHOE CITY, CA
SEC
AUM
$184.2M
Employees
2
SPECTRUM PLANNING & ADVISORY SERVICES INC.
CRD #170093 SAN DIEGO, CA
SEC
AUM
$184.2M
Employees
5
SHERIDAN CAPITAL MANAGEMENT, LLC
CRD #156705 SAN RAFAEL, CA
SEC
AUM
$184.2M
Employees
1
QCA CAPITAL MANAGEMENT INC
CRD #112104 LOS ANGELES, CA
SEC
AUM
$183.8M
Employees
8
ELIOT FINKEL INVESTMENT COUNSEL, LLC
CRD #104695 BEVERLY HILLS, CA
SEC
AUM
$183.7M
Employees
3
NEOSHO CAPITAL LLC
CRD #130779 LA JOLLA, CA
SEC
AUM
$183.5M
Employees
4
CINQUE PARTNERS LLC
CRD #159789 LOS ANGELES, CA
SEC Private Funds
AUM
$183.5M
Employees
--
GBS FINANCIAL CORP.
CRD #16906 SANTA ROSA, CA
SEC Disclosures
AUM
$183.3M
Employees
51
DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC
CRD #134615 LOS ANGELES, CA
SEC Private Funds
AUM
$183.2M
Employees
11
CML WEALTH MANAGEMENT, LLC
CRD #224516 BREA, CA
SEC
AUM
$182.9M
Employees
3
CORNERSTONE WEALTH MANAGEMENT LLC
CRD #108404 SAN DIEGO, CA
SEC Private Funds
AUM
$182.6M
Employees
5
THE WEALTHGARDEN F.S. LLC
CRD #311927 EL SEGUNDO, CA
SEC
AUM
$182.3M
Employees
4
PINEAPPLE CAPITAL MANAGEMENT, LLC
CRD #171605 LAFAYETTE, CA
SEC Private Funds
AUM
$182.1M
Employees
2
POWERS CAPITAL INVESTMENTS, INC.
CRD #145045 ANAHEIM HILLS, CA
SEC Private Funds
AUM
$181.9M
Employees
5
PACIFIC FINANCIAL STRATEGIES, INC
CRD #151434 THOUSAND OAKS, CA
SEC
AUM
$181.7M
Employees
5
PINNACLE WEALTH MANAGEMENT, LLC
CRD #315578 ROSEVILLE, CA
SEC
AUM
$181.7M
Employees
4
SQUARE NINE CAPITAL, LLC
CRD #336297 LOS ANGELES, CA
SEC Private Funds
AUM
$181.5M
Employees
6
BLUE MARBLE INVESTMENTS, LLC
CRD #141354 SANTA BARBARA, CA
SEC
AUM
$181.4M
Employees
3
ATTENTIVE INVESTMENTS, LLC
CRD #315478 STOCKTON, CA
SEC
AUM
$181.4M
Employees
3
SACKETT WEALTH ADVISORS, INC.
CRD #289950 BREA, CA
SEC
AUM
$181.4M
Employees
4
LINQTO INVESTMENT MANAGEMENT, LLC
CRD #318630 SAN JOSE, CA
SEC
AUM
$181.2M
Employees
5
PLAN LIFE & WEALTH MANAGEMENT, INC.
CRD #44960 FRESNO, CA
SEC
AUM
$180.8M
Employees
6
WILSHIRE QUINN CAPITAL, INC.
CRD #148012 SAN DIEGO, CA
SEC Private Funds
AUM
$180.6M
Employees
8
FILIGREE WEALTH ADVISORS, LLC
CRD #318729 IRVINE, CA
SEC
AUM
$180.5M
Employees
4