RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
SILICON BEACH WEALTH, LLC
CRD #310051 MARINA DEL REY, CA
SEC
AUM
$143.8M
Employees
3
BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD #311830 MODESTO, CA
SEC
AUM
$143.8M
Employees
4
CORNERSTONE WEALTH ADVISORS, INC.
CRD #309544 CARLSBAD, CA
SEC
AUM
$143.5M
Employees
4
MILLENNIUM INVESTMENT SERVICES
CRD #108744 VAN NUYS, CA
SEC Private Funds
AUM
$142.9M
Employees
3
REDWOOD PARK ADVISORS, LLC
CRD #307958 REDWOOD CITY, CA
SEC
AUM
$142.8M
Employees
2
MY PORTFOLIO GUIDE, LLC
CRD #153188 SEAL BEACH, CA
SEC
AUM
$142.5M
Employees
2
HAVEN CAPITAL GROUP, INC.
CRD #149641 WESTLAKE VILLAGE, CA
SEC
AUM
$142.4M
Employees
1
MEDIA WEALTH, LLC
CRD #308446 WALNUT CREEK, CA
SEC
AUM
$142.3M
Employees
3
WALK-ON CAPITAL, LLC
CRD #331407 LOS ANGELES, CA
SEC Private Funds
AUM
$142.3M
Employees
6
BEVERLY HILLS WEALTH MANAGEMENT, LLC
CRD #152031 BEVERLY HILLS, CA
SEC Disclosures
AUM
$142.1M
Employees
5
KLK CAPITAL MANAGEMENT LLC
CRD #170571 LOS ANGELES, CA
SEC
AUM
$141.8M
Employees
4
JBC FINANCIAL GROUP, INC.
CRD #288440 WALNUT CREEK, CA
SEC
AUM
$141.8M
Employees
9
REDWOOD COAST FINANCIAL PARTNERS
CRD #226560 EUREKA, CA
SEC
AUM
$141.6M
Employees
4
IVANOFF WEALTH MANAGEMENT INC.
CRD #325275 CYPRESS, CA
SEC Disclosures
AUM
$141.4M
Employees
3
ELI CIRCLE CAPITAL, LP
CRD #326553 LOS ANGELES, CA
SEC Private Funds
AUM
$141M
Employees
3
SHERMAN ASSET MANAGEMENT, INC.
CRD #170861 VENTURA, CA
SEC Private Funds
AUM
$140.6M
Employees
1
PRUNEYARD FINANCIAL GROUP, INC.
CRD #117378 CUPERTINO, CA
SEC
AUM
$140.3M
Employees
2
ATTENTIVE INVESTMENT MANAGERS, INC.
CRD #132536 STOCKTON, CA
SEC
AUM
$140.3M
Employees
3
BASIX CAPITAL, LLC
CRD #162591 SAN FRANCISCO, CA
SEC Private Funds
AUM
$140.2M
Employees
--
JAHN LELA DAWN
CRD #112013 SAN FRANCISCO, CA
SEC
AUM
$140M
Employees
5
FINANCIAL ADVISERS OF AMERICA, LLC
CRD #142170 CARLSBAD, CA
SEC Disclosures
AUM
$140M
Employees
11
SPELTS WEALTH MANAGEMENT, INC
CRD #158321 CHICO, CA
SEC
AUM
$140M
Employees
1
ONESOURCE ADVISORS, LLC
CRD #319078 GRANITE BAY, CA
SEC
AUM
$140M
Employees
2
STRUCK CAPITAL MANAGEMENT LLC
CRD #283905 SANTA MONICA, CA
SEC Private Funds
AUM
$139.9M
Employees
5
POSEIDON INVESTMENT MANAGEMENT LLC
CRD #311864 SAN FRANCISCO, CA
Private Funds
AUM
$139.8M
Employees
6