RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
INTEGRITY WEALTH PARTNERS, LLC
CRD #167314 WALNUT CREEK, CA
SEC
AUM
$171.1M
Employees
2
MORTGAGE OPPORTUNITIES CAPITAL LLC
CRD #290422 LOS ANGELES, CA
SEC
AUM
$171M
Employees
20
M WEALTH MANAGEMENT, LLC
CRD #281532 SAN DIEGO, CA
SEC
AUM
$171M
Employees
3
CEDARSTONE ADVISORS
CRD #172653 THOUSAND OAKS, CA
SEC
AUM
$171M
Employees
3
ELIJAH ASSET MANAGEMENT LLC
CRD #110259 SAN FRANCISCO, CA
SEC
AUM
$170.8M
Employees
--
KARMEL CAPITAL MANAGEMENT LLC
CRD #307701 SOLANA BEACH, CA
SEC Private Funds
AUM
$170.3M
Employees
8
HIPPOCRATIC FINANCIAL ADVISORS LLC
CRD #169481 WESTLAKE VILLAGE, CA
SEC
AUM
$170.2M
Employees
9
INVESTOR'S CAPITAL MANAGEMENT, LLC
CRD #141060 MENLO PARK, CA
SEC
AUM
$170.1M
Employees
4
STROME INVESTMENT MANAGEMENT, L.P.
CRD #117426 SANTA MONICA, CA
SEC
AUM
$170M
Employees
10
HEADWATERS SOLUTIONS LP
CRD #289831 SAUSALITO, CA
SEC
AUM
$170M
Employees
2
ARISTOTLE CAPITAL MANAGEMENT, LLC
CRD #155863 LOS ANGELES, CA
SEC Private Funds
AUM
$169.7M
Employees
6
TWO OCEAN CAPITAL LP
CRD #168969 SAN FRANCISCO, CA
Private Funds
AUM
$169.5M
Employees
7
R.H. DINEL INVESTMENT COUNSEL,INC.
CRD #106688 LOS ANGELES, CA
SEC
AUM
$169.5M
Employees
1
DELARME WEALTH MANAGEMENT, INC.
CRD #328372 PALOS VERDES ESTATES, CA
SEC
AUM
$169.5M
Employees
3
LEONID CAPITAL PARTNERS, LLC
CRD #327020 HUNTINGTON BEACH, CA
SEC Private Funds
AUM
$169.4M
Employees
17
CLAYTON PARTNERS LLC
CRD #127546 BERKELEY, CA
SEC Private Funds
AUM
$169.4M
Employees
4
BREAKWATER MANAGEMENT, LP
CRD #170036 CENTURY CITY, CA
Private Funds
AUM
$169.2M
Employees
8
ALTURA WEALTH ADVISORS INC.
CRD #309501 SANTA CLARA, CA
SEC
AUM
$169M
Employees
4
CORE FINANCIAL ADVISORS, LLC
CRD #168839 SAN BERNARDINO, CA
SEC
AUM
$168.8M
Employees
6
ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
CRD #321735 LOS ANGELES, CA
SEC
AUM
$168.8M
Employees
5
BENGAL ASSET MANAGEMENT, LLC
CRD #168688 SANTA MONICA, CA
SEC Private Funds
AUM
$168.5M
Employees
6
GOYETTE FINANCIAL PLANNING, INC
CRD #133566 THOUSAND OAKS, CA
SEC
AUM
$168.4M
Employees
1
MPM BIO EQUITIES ADVISER, LLC
CRD #108358 SOUTH SAN FRANCISCO, CA
SEC
AUM
$168.2M
Employees
10
JOHNSON LYMAN, INC.
CRD #150150 LOS ALTOS, CA
SEC
AUM
$168.1M
Employees
2
GROW PARTNERS LLC
CRD #160973 SAN DIEGO, CA
Private Funds
AUM
$168.1M
Employees
5