RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD #173885 SAN RAMON, CA
SEC
AUM
$155M
Employees
2
SCION ASSET MANAGEMENT, LLC
CRD #167772 SARATOGA, CA
SEC Private Funds
AUM
$154.9M
Employees
6
ASSET ALLOCATION ADVISORS INC
CRD #110336 WALNUT CREEK, CA
SEC
AUM
$154.9M
Employees
3
AUTHENTIKOS WEALTH ADVISORY LLC
CRD #286646 MORGAN HILL, CA
SEC
AUM
$154.8M
Employees
5
NF WEALTH MANAGEMENT, INC
CRD #173951 SAN JOSE, CA
SEC
AUM
$154.6M
Employees
4
DEEP FIELD ASSET MANAGEMENT, LLC
CRD #175184 BEVERLY HILLS, CA
Private Funds
AUM
$154.3M
Employees
5
ACUTA CAPITAL PARTNERS, LLC
CRD #158869 REDWOOD CITY, CA
Private Funds
AUM
$154.3M
Employees
5
OSMIUM PARTNERS, LLC
CRD #163789 SAN ANSELMO, CA
Private Funds
AUM
$154.2M
Employees
4
MCT ENTERTAINMENT ADVISORS LLC
CRD #328135 WEST HOLLYWOOD, CA
SEC Private Funds
AUM
$153.9M
Employees
6
SYNTHETICFI LLC
CRD #330200 SAN FRANCISCO, CA
SEC
AUM
$153.2M
Employees
2
TORREY WEALTH, LLC
CRD #310688 SAN DIEGO, CA
SEC
AUM
$153.1M
Employees
1
QCM, LLC
CRD #143150 SAN FRANCISCO, CA
SEC
AUM
$153.1M
Employees
6
HULL, MARK HAROLD
CRD #126812 SAN DIEGO, CA
SEC Disclosures
AUM
$152.7M
Employees
3
LEEDS CAPITAL GROUP, LLC
CRD #327004 SAN DIEGO, CA
SEC
AUM
$152.4M
Employees
3
OPEN DOOR INVESTMENT MANAGEMENT LTD.
CRD #159123 SAN FRANCISCO, CA
SEC Private Funds
AUM
$152.1M
Employees
17
GUILD INVESTMENT MANAGEMENT, INC.
CRD #108390 WESTLAKE VILLAGE, CA
SEC
AUM
$151.9M
Employees
4
RG FINANCIAL, LLC
CRD #311162 CARLSBAD, CA
SEC
AUM
$151.6M
Employees
5
MARIN CAPITAL MANAGEMENT, LLC
CRD #136075 NOVATO, CA
SEC Private Funds
AUM
$151.2M
Employees
7
CTA WEALTH ADVISORS, INC.
CRD #113007 BURBANK, CA
SEC
AUM
$150.9M
Employees
5
TAYLOR WEALTH MANAGEMENT, LLC
CRD #132955 TORRANCE, CA
SEC
AUM
$150.7M
Employees
1
MARTLET ASSET MANAGEMENT, LLC
CRD #298966 NEWPORT BEACH, CA
SEC Private Funds
AUM
$150.7M
Employees
10
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
CRD #110516 CARLSBAD, CA
SEC
AUM
$150.5M
Employees
4
SAS FINANCIAL ADVISORS, LLC.
CRD #288015 SAN FRANCISCO, CA
SEC
AUM
$150.3M
Employees
6
PACIFIC POINTE ADVISORS LLC
CRD #149892 SANTA BARBARA, CA
SEC
AUM
$150.1M
Employees
3
GILBERT GREG RIA, LLC
CRD #304981 OAKLAND, CA
SEC Disclosures
AUM
$150.1M
Employees
36