RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
FRANK FINANCIAL SERVICES
CRD #147537 CARLSBAD, CA
SEC
AUM
$164.4M
Employees
2
TAM ASSET MANAGEMENT INC
CRD #107867 NOVATO, CA
SEC
AUM
$164.4M
Employees
5
DOHENY ASSET MANAGEMENT, L.L.C.
CRD #106434 LOS ANGELES, CA
SEC
AUM
$164.2M
Employees
3
NORWOOD INVESTMENT PARTNERS, LP
CRD #156280 MILL VALLEY, CA
SEC Private Funds
AUM
$164.1M
Employees
3
HALL CAPITAL, LLC
CRD #153961 PASADENA, CA
SEC
AUM
$164M
Employees
3
WILLNER & HELLER LLC
CRD #135406 ENCINO, CA
SEC
AUM
$164M
Employees
3
WEALTHGUARD ADVISORS, INC.
CRD #297192 PLACERVILLE, CA
SEC
AUM
$163.6M
Employees
4
THE KOCEN FINANCIAL GROUP, INC.
CRD #112129 RANCHO MIRAGE, CA
SEC
AUM
$163.4M
Employees
5
ALETHEIA RESEARCH AND MANAGEMENT INC
CRD #107877 SANTA MONICA, CA
SEC Private Funds Disclosures
AUM
$163.3M
Employees
10
GENTER ADVISORS LLC
CRD #113916 LOS ANGELES, CA
SEC
AUM
$163.2M
Employees
64
CLUTINGER WILLIAMS & VERHOYE INC
CRD #111082 SAN DIEGO, CA
SEC
AUM
$163.1M
Employees
2
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
CRD #304938 OAKLAND, CA
SEC Private Funds
AUM
$163.1M
Employees
2
MITCHELL PORTFOLIO MANAGEMENT, L.P.
CRD #164841 COSTA MESA, CA
Private Funds
AUM
$163M
Employees
5
GRATIA CAPITAL, LLC
CRD #163876 LOS ANGELES, CA
SEC Private Funds
AUM
$162.7M
Employees
3
ASL FINANCIAL, LLC
CRD #115479 LOS GATOS, CA
SEC
AUM
$162.5M
Employees
1
OCEAN FUND ADVISORS LLC
CRD #108034 SANTA MONICA, CA
SEC
AUM
$162.4M
Employees
5
DUCKWORTH WEALTH ADVISORS, INC.
CRD #108114 NEWPORT BEACH, CA
SEC
AUM
$162.4M
Employees
4
NDWM LLC
CRD #151284 LA JOLLA, CA
SEC
AUM
$162.4M
Employees
2
BAYBRIDGE CAPITAL GROUP, LLC
CRD #284867 LIVERMORE, CA
SEC
AUM
$162.2M
Employees
5
K2 FINANCIAL INC.
CRD #300913 GLENDORA, CA
SEC
AUM
$161.9M
Employees
10
PRESIDIUM PARTNERS, LLC
CRD #144589 SAN RAMON, CA
SEC
AUM
$161.9M
Employees
2
DCA FAMILY OFFICE, LLC
CRD #322047 ROSEVILLE, CA
SEC
AUM
$161.7M
Employees
16
ENGEBRETSON CAPITAL MANAGEMENT, INC
CRD #110067 NEWPORT BEACH, CA
SEC
AUM
$161.1M
Employees
5
GOLDEN GATE PERSONAL FINANCIAL PLANNING
CRD #132264 SAN FRANCISCO, CA
SEC
AUM
$160.7M
Employees
1
BURLINGAME ASSET MANAGEMENT, LLC
CRD #126565 SAN FRANCISCO, CA
Private Funds
AUM
$160.5M
Employees
1