Investment adviser firms in California · Page 20
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
1,904 firms · Source months shown: July 2026 and August 2026 and September 2026 and October 2026
- ZERMATT WEALTH PARTNERS LLCCRD 105736 · SAN DIEGO, CA$158,362,396.00Regulatory AUM · October 2026
- ZERMATT WEALTH, LLCCRD 307404 · SAN DIEGO, CA$206,868,931.00Regulatory AUM · October 2026
- ZERO LABS INC.CRD 343612 · SAN FRANCISCO, CA$100,000.00Regulatory AUM · October 2026
- ZUCKERMAN CAPITAL MANAGEMENT, LLCCRD 148549 · LOS ANGELES, CA$123,492,879.00Regulatory AUM · October 2026