RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
COVE STREET CAPITAL, LLC
CRD #156260 HERMOSA BEACH, CA
SEC Private Funds
AUM
$126.7M
Employees
2
SIDOXIA CAPITAL MANAGEMENT, LLC
CRD #145969 NEWPORT BEACH, CA
SEC Private Funds
AUM
$126.7M
Employees
2
MATRIX PLANNING INC
CRD #110812 SANTA MONICA, CA
SEC Private Funds
AUM
$126.5M
Employees
4
BROADWING CAPITAL ADVISORS, INC.
CRD #127513 LARKSPUR, CA
SEC
AUM
$126.4M
Employees
2
FINEC ASSET MANAGEMENT LLC
CRD #231789 SAN DIEGO, CA
SEC
AUM
$126.3M
Employees
6
BUFFALO CAPITAL CORPORATION
CRD #111064 NEWPORT BEACH, CA
SEC
AUM
$126.3M
Employees
4
WEALTH RESOURCES GROUP
CRD #110131 WESTLAKE VILLAGE, CA
SEC
AUM
$126.2M
Employees
3
ASPIRE PLANNING ASSOCIATES, INC.
CRD #282179 WALNUT CREEK, CA
SEC
AUM
$126.2M
Employees
3
JACOBSON & BREEN WEALTH MANAGEMENT, LLC
CRD #169401 PETALUMA, CA
SEC
AUM
$126M
Employees
5
AVISE FINANCIAL COOPERATIVE, INC.
CRD #328790 LOS ANGELES, CA
SEC
AUM
$125.9M
Employees
4
KERR FINANCIAL PLANNING CORPORATION
CRD #277142 FRESNO, CA
SEC
AUM
$125.6M
Employees
4
SCHMITZ CAPITAL PARTNERS, LLC
CRD #105702 MILL VALLEY, CA
SEC
AUM
$125.3M
Employees
2
CANDIDE GROUP, LLC
CRD #286086 OAKLAND, CA
SEC
AUM
$125.3M
Employees
11
BANCREEK CAPITAL MANAGEMENT, LP
CRD #312900 SANTA MONICA, CA
SEC Private Funds
AUM
$125.2M
Employees
4
COHEN IRA STANLEY
CRD #105877 BAKERSFIELD, CA
SEC
AUM
$125.1M
Employees
5
RS GROWTH GROUP LLC
CRD #108065 SAN FRANCISCO, CA
SEC
AUM
$125.1M
Employees
51
BARRIER CAPITAL MANAGEMENT, LLC
CRD #312294 SAN FRANCISCO, CA
SEC Private Funds
AUM
$125M
Employees
1
EAST BEACH ASSET MANAGEMENT, LLC
CRD #310563 LOS ANGELES, CA
SEC
AUM
$125M
Employees
3
HEADWATERS HOLDINGS LLC
CRD #147935 SAUSALITO, CA
SEC
AUM
$125M
Employees
5
EVERGREEN WEALTH ADVISORY GROUP, LLC
CRD #140253 SAN JOSE, CA
SEC
AUM
$124.9M
Employees
5
TMFS SACRAMENTO LLC
CRD #140702 ROSEVILLE, CA
SEC
AUM
$124.8M
Employees
1
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
CRD #158511 SAN FRANCISCO, CA
SEC Private Funds
AUM
$124.6M
Employees
14
FRANCES, DOVI DOV
CRD #170220 SANTA BARBARA, CA
SEC
AUM
$124.6M
Employees
1
DESMOND WEALTH MANAGEMENT, INC.
CRD #118200 WALNUT CREEK, CA
SEC
AUM
$124.4M
Employees
2
JOHNSON AND MAROTTA ASSET MANAGEMENT, INC.
CRD #109907 PALO ALTO, CA
SEC
AUM
$124.4M
Employees
10