RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
RYDER STILWELL INVESTMENT ADVISORS INC
CRD #111677 LOS ANGELES, CA
SEC
AUM
$139.8M
Employees
--
MAXIM CAPITAL MANAGEMENT LLC
CRD #138891 SAN FRANCISCO, CA
SEC
AUM
$139.6M
Employees
5
DIMENSIONS WEALTH MANAGEMENT, LLC
CRD #298928 ROSEVILLE, CA
SEC
AUM
$139.3M
Employees
2
CATON FINANCIAL, INC.
CRD #128101 SAN RAFAEL, CA
SEC
AUM
$139.2M
Employees
4
BIG SKY ASSET MANAGEMENT LLC
CRD #124813 SAN RAMON, CA
SEC
AUM
$139.1M
Employees
1
ICE CANYON LLC
CRD #144896 LOS ANGELES, CA
SEC Private Funds
AUM
$139.1M
Employees
79
NMS CAPITAL ASSET MANAGEMENT, INC.
CRD #149678 BEVERLY HILLS, CA
SEC Private Funds Disclosures
AUM
$138.5M
Employees
9
CROSSPOINT FINANCIAL, LLC
CRD #286443 TUSTIN, CA
SEC
AUM
$138.4M
Employees
1
OSTRA CAPITAL MANAGEMENT, L.L.C.
CRD #161847 MENLO PARK, CA
Private Funds
AUM
$138.4M
Employees
3
REDWOOD ASSET MANAGEMENT, INC.
CRD #147579 MILL VALLEY, CA
Private Funds
AUM
$138.3M
Employees
5
APPLE & ASSOCIATES
CRD #126849 GRASS VALLEY, CA
SEC
AUM
$138.1M
Employees
4
WARM SPRINGS ADVISORS INC.
CRD #306501 LARKSPUR, CA
SEC
AUM
$138M
Employees
3
LAKE AVENUE FINANCIAL LLC
CRD #315746 PASADENA, CA
SEC
AUM
$137.9M
Employees
5
NOLLENBERGER CAPITAL PARTNERS INC.
CRD #119248 SAN FRANCISCO, CA
SEC
AUM
$137.7M
Employees
51
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC
CRD #165451 SAUSALITO, CA
SEC
AUM
$137.6M
Employees
5
LEGACY WEALTH ADVISORS, LLC
CRD #127758 SAN JOSE, CA
SEC
AUM
$137.5M
Employees
6
DEFINED FINANCIAL PLANNING LLC
CRD #310137 SAN RAFAEL, CA
SEC
AUM
$137.3M
Employees
5
SAXON SECURITIES LLC
CRD #155168 SAN FRANCISCO, CA
SEC
AUM
$137.2M
Employees
2
FORT POINT CAPITAL MANAGEMENT LLC
CRD #129449 SAN FRANCISCO, CA
SEC
AUM
$137M
Employees
5
BWA, LLC
CRD #154878 SAN MATEO, CA
SEC
AUM
$136.8M
Employees
1
STOCK FARM PARTNERS LLC
CRD #300060 PALO ALTO, CA
SEC Private Funds
AUM
$136.5M
Employees
1
THRELKELD, VIRGIL JOHN
CRD #280028 ALAMO, CA
SEC
AUM
$136.5M
Employees
6
CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.
CRD #167775 PALO ALTO, CA
SEC Private Funds
AUM
$136.4M
Employees
9
FLUENT WEALTH PARTNERS, LLC
CRD #147512 SAN JOSE, CA
SEC
AUM
$136.3M
Employees
3
PROSSER CREEK ASSET MANAGEMENT LLC
CRD #318883 CORTE MADERA, CA
SEC Private Funds
AUM
$136.3M
Employees
1