RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
BANCREEK CAPITAL ADVISORS, LLC
CRD #328736 SANTA MONICA, CA
SEC
AUM
$146.5M
Employees
4
CRECERA FINANCE MANAGEMENT COMPANY, LLC
CRD #160764 MILL VALLEY, CA
Private Funds
AUM
$146.4M
Employees
2
STERN FISHER EDWARDS INC
CRD #7548 LOS ANGELES, CA
SEC
AUM
$146.3M
Employees
10
WESTBOUND EQUITY MANAGEMENT, LLC
CRD #306955 PALO ALTO, CA
SEC Private Funds
AUM
$146.2M
Employees
5
PAYDEN/KRAVITZ INVESTMENT ADVISERS LLC
CRD #147271 LOS ANGELES, CA
SEC
AUM
$146.2M
Employees
0
EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC
CRD #311425 MANHATTAN BEACH, CA
SEC Private Funds
AUM
$146M
Employees
6
MERRITHEW & THORSTEN, INC.
CRD #133563 SAN DIEGO, CA
SEC
AUM
$145.7M
Employees
2
HANKE & APOLONIO WEALTH ADVISORS LLC
CRD #285315 SAN FRANCISCO, CA
SEC
AUM
$145.4M
Employees
3
EAM PARTNERS LLC
CRD #109950 SAN FRANCISCO, CA
SEC
AUM
$145.3M
Employees
--
OLIVE STREET CAPITAL PARTNERS LLC
CRD #300115 LOS ANGELES, CA
SEC Private Funds
AUM
$145.3M
Employees
3
TALKOT CAPITAL, LLC
CRD #164231 SAUSALITO, CA
Private Funds
AUM
$145.1M
Employees
5
BIG SKY CAPITAL, LLC
CRD #138448 SANTA MONICA, CA
SEC
AUM
$145M
Employees
5
DYNAMIC WEALTH STRATEGIES, LLC
CRD #167594 GRANITE BAY, CA
SEC Private Funds
AUM
$145M
Employees
8
DECAMILLA CAPITAL MANAGEMENT LLC
CRD #108027 SACRAMENTO, CA
SEC
AUM
$144.8M
Employees
3
HULICK CAPITAL MANAGEMENT LLC
CRD #167343 PASADENA, CA
SEC
AUM
$144.7M
Employees
9
ASCEND FINANCIAL CONSULTANTS, INC.
CRD #289183 PASADENA, CA
SEC
AUM
$144.7M
Employees
2
BOYER FINANCIAL SERVICES, INC.
CRD #331868 NEWPORT BEACH, CA
SEC
AUM
$144.6M
Employees
5
PANTHEON INVESTMENT GROUP, LLC
CRD #283418 SIERRA MADRE, CA
SEC
AUM
$144.4M
Employees
2
XPV MANAGEMENT LLC
CRD #322445 BEL AIR, CA
SEC Private Funds
AUM
$144.4M
Employees
17
NEWBURY CAPITAL MANAGEMENT, LLC
CRD #148516 SOUTH PASADENA, CA
SEC
AUM
$144.4M
Employees
4
BREX ASSET MANAGEMENT LLC
CRD #316500 SAN FRANCISCO, CA
Private Funds
AUM
$144.3M
Employees
12
DISHMI CAPITAL, LLC
CRD #336392 PASADENA, CA
SEC Private Funds
AUM
$144.2M
Employees
3
ALJ CAPITAL MANAGEMENT, LLC
CRD #128621 LOS ANGELES, CA
Private Funds
AUM
$144M
Employees
6
MALCOLM H. GISSEN & ASSOCIATES INC.
CRD #115963 SAN FRANCISCO, CA
SEC
AUM
$144M
Employees
4
ENVISO CAPITAL, LLC
CRD #140542 SAN DIEGO, CA
SEC Private Funds Disclosures
AUM
$143.8M
Employees
6