RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
VISTICA WEALTH ADVISORS, LLC
CRD #147297 CARLSBAD, CA
SEC
AUM
$131.6M
Employees
5
PAUL & CO. WEALTH MANAGEMENT, INC.
CRD #331617 ATASCADERO, CA
SEC
AUM
$131.6M
Employees
2
DORCHESTER CAPITAL ADVISORS, LLC
CRD #131454 LOS ANGELES, CA
SEC Private Funds
AUM
$131.4M
Employees
14
PROPEL BIO MANAGEMENT, LLC
CRD #322858 LOS ANGELES, CA
SEC Private Funds
AUM
$131.4M
Employees
7
C.G. MANAGEMENT PARTNERS, LP
CRD #124474 MENLO PARK, CA
SEC Private Funds
AUM
$130.8M
Employees
2
BALLAST POINT FINANCIAL PLANNING, LLC
CRD #283295 BURLINGAME, CA
SEC
AUM
$130.3M
Employees
4
TORREY PINES CAPITAL MANAGEMENT, LP
CRD #138107 SAN DIEGO, CA
SEC
AUM
$130M
Employees
10
CARMANDALIAN FINANCIAL GROUP, LLC
CRD #292458 WESTLAKE VILLAGE, CA
SEC
AUM
$129.6M
Employees
2
HILLEGAS ADVISORY SERVICES, INC.
CRD #125275 SOLANA BEACH, CA
SEC
AUM
$129.6M
Employees
4
THOMAS & ATKINSON CAPITAL MANAGEMENT LLC
CRD #129596 MENLO PARK, CA
SEC
AUM
$129M
Employees
1
PETERSEN & RAMISTELLA, INC.
CRD #124182 MONTEREY, CA
SEC
AUM
$129M
Employees
5
WEALTH MANAGEMENT NETWORK LLC
CRD #128588 NEWPORT BEACH, CA
SEC Private Funds
AUM
$128.6M
Employees
1
ENTRUITY WEALTH, LLC
CRD #288331 BAKERSFIELD, CA
SEC
AUM
$128.6M
Employees
4
BRENTWOOD ADVISORY GROUP, LLC
CRD #111191 LOS ANGELES, CA
SEC
AUM
$128.6M
Employees
2
RESONATE CAPITAL, LLC
CRD #167177 SAN FRANCISCO, CA
SEC Private Funds
AUM
$128.5M
Employees
4
LEVASSEUR CAPITAL PARTNERS LLC
CRD #157633 NEWPORT BEACH, CA
SEC Private Funds
AUM
$127.9M
Employees
4
AWR INVESTMENT MANAGEMENT, LLC
CRD #118538 SAN RAFAEL, CA
SEC
AUM
$127.8M
Employees
2
ASCENSION WEALTH PARTNERS, LLC
CRD #146451 PLEASANT HILL, CA
SEC
AUM
$127.8M
Employees
2
CLARITY WEALTH MANAGEMENT, INC.
CRD #153258 IRVINE, CA
SEC
AUM
$127.8M
Employees
3
CHROMECORE, LLC
CRD #311539 SAN FRANCISCO, CA
SEC
AUM
$127.5M
Employees
2
MAZE INVESTMENTS, LLC
CRD #153913 LOS ANGELES, CA
SEC Private Funds
AUM
$127.4M
Employees
3
FC360 WEALTH MANAGEMENT, INC.
CRD #171788 ROSEVILLE, CA
SEC
AUM
$127.1M
Employees
1
KASEY PRICE
CRD #166762 SAN DIEGO, CA
SEC
AUM
$127M
Employees
4
MAYFIELD ADVISORS, INC.
CRD #144072 PALO ALTO, CA
SEC
AUM
$127M
Employees
4
CLAIRMONT CAPITAL GROUP, LLC
CRD #313639 LOS ANGELES, CA
SEC Private Funds
AUM
$126.9M
Employees
9