RIA Intelligence

Investment Advisers in California

5,433 registered firms

Sort by: AUM Name Employees Last Updated
CONGRUENCE CAPITAL, PB LLC
CRD #328559 LOS ANGELES, CA
SEC Private Funds
AUM
$124.3M
Employees
5
WEALTHRISE FINANCIAL PLANNING, LLC
CRD #283764 CARLSBAD, CA
SEC
AUM
$124.2M
Employees
2
TME FINANCIAL, INC.
CRD #322851 HUNTINGTON BEACH, CA
SEC
AUM
$124M
Employees
3
BAY CLIADAKIS & ASSOCIATES, LLC
CRD #301214 CHICO, CA
SEC
AUM
$123.9M
Employees
3
KIPP FINANCIAL GROUP, INC.
CRD #108811 VENTURA, CA
SEC
AUM
$123.9M
Employees
4
GASBER & GRECU FINANCIAL ADVISORS, LLC
CRD #113771 FOLSOM, CA
SEC
AUM
$123.8M
Employees
5
APPIAN WAY FINANCIAL LLC
CRD #168109 PASADENA, CA
SEC
AUM
$123.7M
Employees
1
GARHWAL, CHAN & WILLIAMS INC.
CRD #125484 SAN FRANCISCO, CA
SEC
AUM
$123.6M
Employees
2
WRIGHT WEALTH STRATEGIES, LLC
CRD #304289 SAN LUIS OBISPO, CA
SEC
AUM
$123.6M
Employees
2
WEALTH MANAGEMENT SOLUTIONS, LLC
CRD #314170 NEWPORT BEACH, CA
SEC
AUM
$123.6M
Employees
1
ASCEND PARAGON CAPITAL, LLC
CRD #138725 SAN FRANCISCO, CA
SEC
AUM
$123.5M
Employees
5
ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD #318714 MOUNTAIN VIEW, CA
SEC
AUM
$123.4M
Employees
88
CONTANGO WEALTH MANAGEMENT LLC
CRD #337757 OAKLAND, CA
SEC
AUM
$123.3M
Employees
2
15 EQUITY, LLC
CRD #310628 SANTA BARBARA, CA
SEC
AUM
$123.2M
Employees
3
IM GLOBAL PARTNER US, LLC
CRD #297426 EL SEGUNDO, CA
SEC
AUM
$123.1M
Employees
10
ASCENDANT CAPITAL MANAGEMENT, LLC
CRD #174260 LOS ANGELES, CA
SEC
AUM
$123M
Employees
7
SYNDICATED CAPITAL, INC.
CRD #29037 DIAMOND BAR, CA
SEC Disclosures
AUM
$123M
Employees
12
ARIA WEALTH MANAGEMENT, INC.
CRD #288450 SARATOGA, CA
SEC
AUM
$122.8M
Employees
10
BERGQUIST MICHAEL JOHN
CRD #105585 SANTA BARBARA, CA
SEC
AUM
$122.7M
Employees
1
FOG CITY ADVISORS, LLC
CRD #321822 ALBANY, CA
SEC
AUM
$122.6M
Employees
5
BOSMAN WEALTH MANAGEMENT, LLC
CRD #290550 REDLANDS, CA
SEC
AUM
$122.5M
Employees
1
AQUA CAPITAL ADVISORS LLC
CRD #151887 LOS ANGELES, CA
SEC
AUM
$122.4M
Employees
3
MURRAY FINANCIAL SERVICES, INC
CRD #176528 CHICO, CA
SEC
AUM
$122.4M
Employees
3
KRUMREI & ROSS, INC.
CRD #106136 MORAGA, CA
SEC
AUM
$121.9M
Employees
3
CORETRUST INVESTMENT MANAGEMENT LLC
CRD #282849 LOS ANGELES, CA
Private Funds
AUM
$121.8M
Employees
27