RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
NORTH POINT ADVISORS
CRD #131240 SAN RAMON, CA
SEC
AUM
$150M
Employees
6
FIDELITY BANCORP FUNDING, INC.
CRD #327530 SANTA ANA, CA
Private Funds
AUM
$150M
Employees
1
KELSEY FINANCIAL, LLC
CRD #314950 MOORPARK, CA
SEC
AUM
$149.8M
Employees
7
ALTEGRIS ADVISORS, LLC
CRD #154003 SAN JUAN CAPISTRANO, CA
SEC
AUM
$149.6M
Employees
3
KINGSFORD CAPITAL MANAGEMENT, LLC
CRD #161445 POINT RICHMOND, CA
SEC Private Funds
AUM
$149.5M
Employees
5
MARKS MCBROOM WALSTON & COMPANY, INC.
CRD #110567 LOS ANGELES, CA
SEC
AUM
$149.1M
Employees
5
CATALYST WEALTH ADVISORS LLC
CRD #297503 NEWPORT BEACH, CA
SEC
AUM
$149.1M
Employees
2
RSC ASSET MANAGEMENT GROUP, LLC
CRD #312211 STUDIO CITY, CA
SEC Private Funds
AUM
$149M
Employees
9
PACIFIC VIEW ASSET MANAGEMENT, LLC
CRD #161071 SAN FRANCISCO, CA
SEC Private Funds
AUM
$148.8M
Employees
19
LWM ADVISORS INC
CRD #146620 EL DORADO HILLS, CA
SEC
AUM
$148.7M
Employees
3
GARNER FINANCIAL MANAGEMENT, INC.
CRD #131628 LAFAYETTE, CA
SEC
AUM
$148.4M
Employees
2
ANDREW C. KARLINSKI
CRD #130338 IRVINE, CA
SEC
AUM
$148.3M
Employees
9
NB WEALTH MANAGEMENT LLC
CRD #283016 SAN FRANCISCO, CA
SEC
AUM
$148M
Employees
3
PROZAN, LAWRENCE IRA
CRD #136237 WALNUT CREEK, CA
SEC
AUM
$147.8M
Employees
2
MISSION INVESTMENT ADVISORS LLC
CRD #329596 SAN FRANCISCO, CA
SEC
AUM
$147.8M
Employees
5
DEL MAR WEALTH MANAGEMENT INC
CRD #175022 DEL MAR, CA
SEC
AUM
$147.5M
Employees
2
JW HARRISON FINANCIAL, INC.
CRD #156845 WALNUT CREEK, CA
SEC
AUM
$147.5M
Employees
3
LONG-TERM SOLUTIONS, LLC
CRD #137611 MILL VALLEY, CA
SEC Private Funds
AUM
$147.3M
Employees
6
APRIORI CAPITAL PARTNERS L.P.
CRD #169380 LOS ANGELES, CA
Private Funds
AUM
$147.3M
Employees
4
MORRISON & FRAZIER, LLC
CRD #118438 LAFAYETTE, CA
SEC
AUM
$147.2M
Employees
5
PERITUS I ASSET MANAGEMENT, LLC
CRD #131327 SANTA BARBARA, CA
SEC
AUM
$147.2M
Employees
6
QUANTUM ECONOMETRICS, LLC
CRD #161197 WHITTIER, CA
SEC
AUM
$147.1M
Employees
6
WAVERLEY WEALTH MANAGEMENT LLC
CRD #156023 MOUNTAIN VIEW, CA
SEC
AUM
$147.1M
Employees
2
ASPIRATION FUND ADVISER, LLC
CRD #169854 MARINA DEL REY, CA
SEC
AUM
$147M
Employees
5
OCEAN PARK ASSET MANAGEMENT, INC.
CRD #105765 SANTA MONICA, CA
SEC
AUM
$146.8M
Employees
48