RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CANNON BEACH CONSULTANTS INC
CRD #140959 SAN RAMON, CA
SEC
AUM
$175.7M
Employees
2
CAPITAL CS GROUP, LLC
CRD #304523 IRVINE, CA
SEC
AUM
$175.4M
Employees
3
WORLD MONEY MANAGERS
CRD #109814 PETALUMA, CA
SEC
AUM
$175.4M
Employees
5
QUANTAL ASSET MANAGEMENT, LLC.
CRD #134015 BERKELEY, CA
SEC
AUM
$175.3M
Employees
5
FELL CAPITAL MANAGEMENT
CRD #104986 NEWPORT BEACH, CA
SEC
AUM
$175M
Employees
1
CAVU WEALTH MANAGEMENT INC.
CRD #299089 LAKESIDE, CA
SEC
AUM
$175M
Employees
7
KMT WEALTH MANAGEMENT, LLC
CRD #328911 HERMOSA BEACH, CA
SEC
AUM
$174.9M
Employees
1
FIRELAKE CAPITAL MANAGEMENT LLC
CRD #119980 SAN FRANCISCO, CA
Private Funds
AUM
$174.9M
Employees
3
HOFER & ASSOCIATES, INC.
CRD #282005 THOUSAND OAKS, CA
SEC
AUM
$174.8M
Employees
4
YESKE & CO INC
CRD #106082 SAN FRANCISCO, CA
SEC
AUM
$174.8M
Employees
5
JCSD CAPITAL, LLC
CRD #163084 WALNUT CREEK, CA
SEC Private Funds
AUM
$174.4M
Employees
4
VOYAGER MANAGEMENT, LLC
CRD #135434 LOS ANGELES, CA
SEC Private Funds
AUM
$174.4M
Employees
3
GREENBERG GRAHAM ADVISORS LLC
CRD #128726 IRVINE, CA
SEC
AUM
$174.3M
Employees
3
PRESIDIO GEARY MANAGEMENT, LLC
CRD #108878 SAN FRANCISCO, CA
SEC
AUM
$174.2M
Employees
10
MARRICK WEALTH, LLC
CRD #164758 IRVINE, CA
SEC
AUM
$173.8M
Employees
4
FOREST ROAD ASSET MANAGEMENT LLC
CRD #315600 EL SEGUNDO, CA
SEC Private Funds
AUM
$173.5M
Employees
19
CERTIFIED PLANNERS, INC.
CRD #105364 SAN RAMON, CA
SEC
AUM
$173.5M
Employees
7
ALTAMONT WEALTH MANAGEMENT, INC.
CRD #136031 LIVERMORE, CA
SEC
AUM
$173.2M
Employees
2
PROVIDENT CAPITAL CORP
CRD #111078 LA JOLLA, CA
SEC
AUM
$173M
Employees
5
EVOLVED ALPHA, LLC
CRD #153150 MONTECITO, CA
SEC Private Funds
AUM
$172.7M
Employees
1
EVNINE & ASSOCIATES, INC.
CRD #113647 SAN FRANCISCO, CA
SEC
AUM
$172.5M
Employees
--
THINKEQUITY LLC
CRD #44274 SAN FRANCISCO, CA
SEC Disclosures
AUM
$172.1M
Employees
51
APS ADVISORS
CRD #153504 JACKSON, CA
SEC
AUM
$171.5M
Employees
2
CAMBRIAN ASSET MANAGEMENT, INC.
CRD #291953 MILL VALLEY, CA
SEC Private Funds
AUM
$171.4M
Employees
8
ORINDA ASSET MANAGEMENT LLC
CRD #154908 LAFAYETTE, CA
SEC
AUM
$171.2M
Employees
6