RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CROSSPOINT CAPITAL MANAGEMENT LLC
CRD #292051 SAN FRANCISCO, CA
SEC
AUM
$136M
Employees
2
RICHEY ADVISORS, INC.
CRD #277137 PLACENTIA, CA
SEC
AUM
$135.9M
Employees
5
FIGURE INVESTMENT ADVISORS, LLC
CRD #158307 SAN FRANCISCO, CA
SEC Private Funds
AUM
$135.7M
Employees
7
MARTIN KELLY CAPITAL MANAGEMENT, LLC
CRD #140764 SAN DIEGO, CA
SEC
AUM
$135.4M
Employees
6
FMB RETIREMENT SERVICES
CRD #164571 WESTLAKE VILLAGE, CA
SEC
AUM
$135.2M
Employees
11
VINE STREET WEALTH MANAGEMENT, LLC
CRD #170748 MILL VALLEY, CA
SEC
AUM
$135.2M
Employees
5
BASIX CAPITAL, LLC
CRD #136097 SAN FRANCISCO, CA
SEC
AUM
$135.1M
Employees
5
GOLDEN GATE FINANCIAL GROUP, LLC
CRD #120600 SAN FRANCISCO, CA
SEC
AUM
$134.9M
Employees
10
LOCKERMAN FINANCIAL GROUP, INC
CRD #316860 NEWPORT BEACH, CA
SEC
AUM
$134.8M
Employees
1
LUMINA FINANCIAL CONSULTANTS, LLC
CRD #163783 MILL VALLEY, CA
SEC
AUM
$134.4M
Employees
6
HARRISON - DE CHARON, L.L.C.
CRD #128439 SAN DIEGO, CA
SEC
AUM
$134.3M
Employees
4
VICENTE CAPITAL PARTNERS, LLC
CRD #160652 LOS ANGELES, CA
SEC Private Funds
AUM
$134.3M
Employees
5
RED CRANE WEALTH MANAGEMENT, LLC
CRD #284006 PALO ALTO, CA
SEC Private Funds
AUM
$134.1M
Employees
3
SCS RESOURCES, INC
CRD #113535 LOS ANGELES, CA
SEC
AUM
$134M
Employees
--
SANDENA, INC.
CRD #322947 SAN DIEGO, CA
SEC
AUM
$133.9M
Employees
6
GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD #292917 PLEASANTON, CA
SEC
AUM
$133.9M
Employees
6
PLACER SUMMIT FINANCIAL GROUP, LLC
CRD #149750 ROSEVILLE, CA
SEC
AUM
$133.7M
Employees
3
PINNACLE ASSET MANAGEMENT, INC.
CRD #169182 ROSEVILLE, CA
SEC
AUM
$133.1M
Employees
6
WULFF, HANSEN & CO.
CRD #908 SAN RAFAEL, CA
SEC Disclosures
AUM
$132.5M
Employees
9
CAVES & ASSOCIATES
CRD #107386 MANHATTAN BEACH, CA
SEC
AUM
$132.4M
Employees
1
TOWNSEND GROUP INVESTMENTS
CRD #106076 MALIBU, CA
SEC
AUM
$132.4M
Employees
3
DECISION INVESTMENTS, INC.
CRD #145073 SAN DIEGO, CA
SEC
AUM
$131.8M
Employees
3
REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD #150667 SAN RAFAEL, CA
SEC
AUM
$131.8M
Employees
3
TITAN CAPITAL MANAGEMENT, LLC
CRD #123568 LAGUNA NIGUEL, CA
SEC
AUM
$131.8M
Employees
3
ADVANTAGE CAPITAL ADVISORS, LLC
CRD #158313 LOS ANGELES, CA
SEC
AUM
$131.7M
Employees
2