RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
GLOBAL WEALTH STRATEGIES LLC
CRD #127059 PALO ALTO, CA
SEC
AUM
$160M
Employees
1
LONGEVITY CAPITAL MANAGEMENT LLC
CRD #328283 THOUSAND OAKS, CA
SEC
AUM
$160M
Employees
3
EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
CRD #140929 SAN FRANCISCO, CA
SEC
AUM
$159.9M
Employees
4
GASBER FINANCIAL ADVISORS, INC
CRD #157329 FOLSOM, CA
SEC
AUM
$159.9M
Employees
4
GOLDEN K WEALTH MANAGEMENT, LLC
CRD #156588 WOODLAND HILLS, CA
SEC Private Funds
AUM
$159.5M
Employees
6
LEWIS CAPITAL MANAGEMENT, LLC
CRD #133619 BEVERLY HILLS, CA
SEC
AUM
$159.4M
Employees
1
PREDEX CAPITAL MANAGEMENT, LLC
CRD #167351 EL SEGUNDO, CA
SEC
AUM
$159.2M
Employees
5
CLEARVIEW WEALTH MANAGEMENT, LLC
CRD #288978 IRVINE, CA
SEC
AUM
$159.1M
Employees
4
DRH INVESTMENTS, INC.
CRD #164945 THOUSAND OAKS, CA
SEC
AUM
$159M
Employees
4
APS MANAGEMENT GROUP, INC.
CRD #284697 TORRANCE, CA
SEC
AUM
$158.7M
Employees
6
ROBINHOOD ASSET MANAGEMENT, LLC
CRD #323736 MENLO PARK, CA
SEC
AUM
$158.7M
Employees
56
O'CONNOR WEALTH MANAGEMENT, INC.
CRD #152316 MONROVIA, CA
SEC
AUM
$158.6M
Employees
2
PINNACLE VENTURES, L.L.C.
CRD #148908 BURLINGAME, CA
Private Funds
AUM
$157.9M
Employees
3
RAYNER & HAYNOR
CRD #108190 MILL VALLEY, CA
SEC
AUM
$157.6M
Employees
1
SPARX CAPITAL INVESTMENTS, INC.
CRD #301572 SAN FRANCISCO, CA
SEC
AUM
$157.1M
Employees
3
PROSPERITY ROAD, LLC
CRD #281894 SANTA ANA, CA
SEC
AUM
$156.9M
Employees
4
REYES FINANCIAL ARCHITECTURE INC.
CRD #153194 SAN DIEGO, CA
SEC
AUM
$156.8M
Employees
5
BRISTLECONE VALUE PARTNERS, LLC
CRD #128117 LOS ANGELES, CA
SEC Private Funds
AUM
$156.1M
Employees
3
TORTUGA WEALTH MANAGEMENT, INC.
CRD #153737 TORRANCE, CA
SEC
AUM
$156M
Employees
4
PENNINGTON FINANCIAL GROUP
CRD #108478 GOLD RIVER, CA
SEC
AUM
$155.9M
Employees
5
ARCHER POINTE WEALTH MANAGEMENT, LLC
CRD #308777 DAVIS, CA
SEC
AUM
$155.7M
Employees
2
GREE CAPITAL PARTNERS, LLC
CRD #301593 SAN FRANCISCO, CA
Private Funds
AUM
$155.7M
Employees
9
IMPRINT CAPITAL ADVISORS, LLC
CRD #144731 SAN FRANCISCO, CA
SEC
AUM
$155.4M
Employees
11
PATHFINDER PARTNERS, LLC
CRD #164258 SAN DIEGO, CA
SEC Private Funds
AUM
$155.2M
Employees
11
BEYOND FINANCIAL SERVICES
CRD #286350 FREMONT, CA
SEC
AUM
$155.2M
Employees
5