RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
TORREY-PAYNE WEALTH MANAGEMENT, LLC
CRD #336703 PASADENA, CA
SEC
AUM
$180.3M
Employees
1
JASON A PRATTES FINANCIAL INC
CRD #298746 NEWPORT BEACH, CA
SEC Private Funds
AUM
$180.3M
Employees
5
BRECEK & YOUNG ADVISORS, INC.
CRD #40395 FOLSOM, CA
SEC
AUM
$179.7M
Employees
11
DWR WEALTH MANAGEMENT, LLC
CRD #133743 SAN JOSE, CA
SEC
AUM
$179.6M
Employees
4
CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION
CRD #134693 WALNUT CREEK, CA
SEC
AUM
$179.5M
Employees
5
KARL KAPITAL LLC
CRD #333558 SAN FRANCISCO, CA
SEC Private Funds
AUM
$179.4M
Employees
6
CHARTIST INC
CRD #105072 LONG BEACH, CA
SEC
AUM
$179.1M
Employees
3
SUN GROUP WEALTH PARTNERS LLC
CRD #166372 IRVINE, CA
SEC
AUM
$178.9M
Employees
8
PARKWORTH WEALTH MANAGEMENT, INC.
CRD #133908 LOS GATOS, CA
SEC
AUM
$178.8M
Employees
4
CYPRESS POINT CAPITAL MANAGEMENT, LLC
CRD #154949 SAN FRANCISCO, CA
SEC Private Funds
AUM
$178.6M
Employees
4
D'ARCY CAPITAL MANAGEMENT, LLC
CRD #156264 SAN DIEGO, CA
SEC
AUM
$178.6M
Employees
4
TOPTURN CAPITAL, LLC
CRD #151464 MONTEREY, CA
SEC Private Funds
AUM
$178.4M
Employees
4
TESSARA FINANCIAL ADVISORS, INC.
CRD #113010 LARKSPUR, CA
SEC
AUM
$177.8M
Employees
2
WFA OF SAN DIEGO, LLC
CRD #307404 SAN DIEGO, CA
SEC
AUM
$177.8M
Employees
5
GREENSHIELDS CAPITAL LLC
CRD #284814 EL SEGUNDO, CA
SEC
AUM
$177.5M
Employees
2
PFF BANK & TRUST, FSB
CRD #109723 CLAREMONT, CA
SEC
AUM
$177.4M
Employees
501
STERLING RETIREMENT GROUP OF SACRAMENTO INC.
CRD #168397 ROSEVILLE, CA
SEC
AUM
$177M
Employees
3
AMPERSAND CAPITAL GROUP, L.P.
CRD #329612 BURLINGAME, CA
SEC Private Funds
AUM
$176.7M
Employees
3
3 MANAGEMENT CO, LLC
CRD #324187 SAN FRANCISCO, CA
SEC Private Funds
AUM
$176.6M
Employees
5
REDWOOD INVESTMENT GROUP, INC
CRD #168017 FORT BRAGG, CA
SEC
AUM
$176.4M
Employees
3
BISHOP OFFICE, LLC
CRD #166915 SAN FRANCISCO, CA
AUM
$176.2M
Employees
1
D. M. BRENNER, INC.
CRD #134398 SOLANA BEACH, CA
SEC
AUM
$176.1M
Employees
6
VALENTINE CAPITAL RETIREMENT PLANNING GROUP, INC.
CRD #109286 SAN RAMON, CA
SEC
AUM
$176M
Employees
5
THOMAS WEISEL ASSET MANAGEMENT LLC
CRD #113466 SAN FRANCISCO, CA
SEC
AUM
$175.8M
Employees
6
CLARIUM CAPITAL MANAGEMENT LLC
CRD #138971 SAN FRANCISCO, CA
SEC Private Funds
AUM
$175.8M
Employees
6