Investment adviser firms in California · Page 8
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
1,874 firms · Source months shown: August 2026
- GALLAGHER WEALTH MANAGEMENT, INCCRD 161266 · DANVILLE, CA$123,450,100.00Regulatory AUM · August 2026
- GALLANT CAPITAL PARTNERS LLCCRD 297344 · LOS ANGELES, CA$1,351,823,932.00Regulatory AUM · August 2026
- GALLIOTT CAPITAL ADVISORS, LLCCRD 313094 · BEVERLY HILLS, CA$248,958,072.00Regulatory AUM · August 2026
- GALVANIZE CLIMATE SOLUTIONS LLCCRD 316994 · SAN FRANCISCO, CA$6,977,934,255.00Regulatory AUM · August 2026
- GARHWAL, CHAN & WILLIAMS INC.CRD 125484 · SAN FRANCISCO, CA$133,595,574.00Regulatory AUM · August 2026
- GARNER FINANCIAL MANAGEMENT, INC.CRD 131628 · LAFAYETTE, CA$152,638,702.00Regulatory AUM · August 2026
- GARRISON POINT ADVISORS, LLCCRD 292016 · WALNUT CREEK, CA$597,057,989.00Regulatory AUM · August 2026
- GARRISON POINT CAPITAL, LLCCRD 165590 · SAN FRANCISCO, CA$315,514,095.00Regulatory AUM · August 2026
- GASBER FINANCIAL ADVISORS, INCCRD 157329 · FOLSOM, CA$177,731,911.00Regulatory AUM · August 2026
- GATES PASS ADVISORS, LLCCRD 269983 · LOS ALTOS, CA$207,586,221.00Regulatory AUM · August 2026
- GAVILAN INVESTMENT PARTNERS LLCCRD 311134 · BURLINGAME, CA$514,702,037.00Regulatory AUM · August 2026
- GEBHARDT GROUP, INCCRD 142903 · LAFAYETTE, CA$346,411,082.00Regulatory AUM · August 2026
- GEMMER ASSET MANAGEMENT LLCCRD 109034 · WALNUT CREEK, CA$2,357,196,645.00Regulatory AUM · August 2026
- GENERATE CAPITAL ADVISORS, PB LLCCRD 318680 · SAN FRANCISCO, CA$737,229,436.00Regulatory AUM · August 2026
- GENERATION INVESTMENT MANAGEMENT US LLPCRD 132728 · SAN FRANCISCO, CA$10,540,987,729.00Regulatory AUM · August 2026
- GENSTAR CAPITAL MANAGEMENT LLCCRD 156932 · SAN FRANCISCO, CA$51,264,294,886.00Regulatory AUM · August 2026
- GENTER ADVISORS LLCCRD 113916 · LOS ANGELES, CA$182,750,078.00Regulatory AUM · August 2026
- GERBER KAWASAKI, INC.CRD 153649 · SANTA MONICA, CA$4,109,614,006.00Regulatory AUM · August 2026
- GET MOVING INCCRD 329172 · SAN FRANCISCO, CA$4,093,402.00Regulatory AUM · August 2026
- GGP MANAGEMENT, L.P.CRD 310340 · SANTA MONICA, CA$1,325,866,705.00Regulatory AUM · August 2026
- GIDEON CAPITAL, LLCCRD 337919 · LOS ANGELES, CA$229,042,279.00Regulatory AUM · August 2026
- GIFFORD FONG ASSOCIATESCRD 142917 · LAFAYETTE, CA$516,963,144.00Regulatory AUM · August 2026
- GILBERT GREG RIA, LLCCRD 304981 · OAKLAND, CA$173,954,611.00Regulatory AUM · August 2026
- GKV CAPITAL MANAGEMENT CO INCCRD 108767 · WALNUT CREEK, CA$357,188,821.00Regulatory AUM · August 2026
- GLENDON CAPITAL MANAGEMENT L.P.CRD 166119 · SANTA MONICA, CA$5,238,483,111.00Regulatory AUM · August 2026
- GLOBAL FINANCIAL ADVISORY SERVICES, INC.CRD 135234 · VALENCIA, CA$259,257,690.00Regulatory AUM · August 2026
- GLOBAL IMC LLCCRD 170870 · SOLANA BEACH, CA$790,024,088.00Regulatory AUM · August 2026
- GLOBAL RETIREMENT PARTNERS LLCCRD 172011 · SAN RAFAEL, CA$169,584,566,299.00Regulatory AUM · August 2026
- GLOBAL WEALTH STRATEGIES LLCCRD 127059 · PALO ALTO, CA$147,000,000.00Regulatory AUM · August 2026
- GLOBEFLEX CAPITAL LPCRD 106417 · SAN DIEGO, CA$4,595,328,445.00Regulatory AUM · August 2026
- GLYNN CAPITAL MANAGEMENT, LLCCRD 111296 · MENLO PARK, CA$1,517,358,015.00Regulatory AUM · August 2026
- GOBI CAPITAL LLCCRD 151427 · BEVERLY HILLS, CA$2,689,434,344.00Regulatory AUM · August 2026
- GOLDBERG ADVISERS, LLCCRD 134174 · SAN RAFAEL, CA$402,600,006.00Regulatory AUM · August 2026
- GOLDBERG FINANCIAL ADVISORS, LLCCRD 158147 · EL SEGUNDO, CA$120,324,284.00Regulatory AUM · August 2026
- GOLDEN GATE PERSONAL FINANCIAL PLANNINGCRD 132264 · SAN FRANCISCO, CA$195,935,082.00Regulatory AUM · August 2026
- GOLDEN GATE PRIVATE EQUITY INC.CRD 157379 · SAN FRANCISCO, CA$11,164,012,486.00Regulatory AUM · August 2026
- GOLDEN K WEALTH MANAGEMENT, LLCCRD 156588 · WOODLAND HILLS, CA$179,443,752.00Regulatory AUM · August 2026
- GOLDENSTONE WEALTH MANAGEMENT, LLCCRD 310041 · EL DORADO HILLS, CA$238,259,000.00Regulatory AUM · August 2026
- GOLDMAN LANCASTER, INC.CRD 136134 · LONG BEACH, CA$360,533,098.00Regulatory AUM · August 2026
- GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLCCRD 290153 · SAN DIEGO, CA$119,967,372.00Regulatory AUM · August 2026
- GOODFINCH MANAGEMENT, LLCCRD 309789 · SAN FRANCISCO, CA$1,562,585,846.00Regulatory AUM · August 2026
- GOODSTEIN WEALTH MANAGEMENT LLCCRD 282910 · ENCINO, CA$114,199,021.00Regulatory AUM · August 2026
- GORDIAN CAPITAL MANAGEMENT, LLCCRD 337799 · MILL VALLEY, CA$28,377,447.00Regulatory AUM · August 2026
- GORDIAN WEALTH ADVISORS, LLCCRD 281775 · MILL VALLEY, CA$488,655,071.00Regulatory AUM · August 2026
- GORDONMD GLOBAL INVESTMENTS LPCRD 316751 · BEVERLY HILLS, CA$322,272,133.00Regulatory AUM · August 2026
- GOTHAM GREEN PARTNERS, LLCCRD 288771 · SANTA MONICA, CA$334,766,429.00Regulatory AUM · August 2026
- GOULD ASSET MANAGEMENT LLCCRD 113098 · CLAREMONT, CA$1,034,493,750.00Regulatory AUM · August 2026
- GRADIENT CAPITAL ADVISORS, LLCCRD 168912 · SAN DIEGO, CA$742,204,721.00Regulatory AUM · August 2026
- GRANITE CAPITAL MANAGEMENT, LLCCRD 141743 · OAKLAND, CA$314,602,057.00Regulatory AUM · August 2026
- GRANITE INVESTMENT PARTNERS, LLCCRD 150632 · EL SEGUNDO, CA$1,844,423,226.00Regulatory AUM · August 2026
- GRANT PRIVATE WEALTH MANAGEMENT, INC.CRD 292917 · PLEASANTON, CA$254,990,700.00Regulatory AUM · August 2026
- GRANT TANI BARASH & ALTMAN, LLCCRD 319128 · BEVERLY HILLS, CA$2,280,463,766.00Regulatory AUM · August 2026
- GRATIA CAPITAL, LLCCRD 163876 · LOS ANGELES, CA$185,835,116.00Regulatory AUM · August 2026
- GRATTAN FINANCIAL STRATEGIES, INC.CRD 108449 · SAN GABRIEL, CA$352,782,386.00Regulatory AUM · August 2026
- GREAT GABLE ADVISORS, LLCCRD 297501 · BEVERLY HILLS, CA$220,534,897.00Regulatory AUM · August 2026
- GREENLAKE ASSET MANAGEMENT LLCCRD 221528 · SOUTH PASADENA, CA$1,077,290,112.00Regulatory AUM · August 2026
- GREENOAKS LLCCRD 165941 · SAN FRANCISCO, CA$18,272,992,245.00Regulatory AUM · August 2026
- GREENSHIELDS CAPITAL LLCCRD 284814 · EL SEGUNDO, CA$192,479,530.00Regulatory AUM · August 2026
- GREENSTONE PARTNERS, LLCCRD 136566 · LARKSPUR, CA$499,304,934.00Regulatory AUM · August 2026
- GREYKASELL WEALTH STRATEGIES, INC.CRD 329018 · DANVILLE, CA$443,182,237.00Regulatory AUM · August 2026
- GRIFFIN BLACK, LLCCRD 134684 · REDWOOD CITY, CA$355,515,601.00Regulatory AUM · August 2026
- GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLCCRD 336578 · LOS ANGELES, CA$363,529,062.00Regulatory AUM · August 2026
- GROUNDED CAPITAL, LLCCRD 323354 · MILL VALLEY, CA$519,961,793.00Regulatory AUM · August 2026
- GROUNDFORCE CAPITAL MANAGEMENT, LLCCRD 299383 · MILL VALLEY, CA$439,168,640.00Regulatory AUM · August 2026
- GRYPHON ADVISORS, LLCCRD 160185 · SAN FRANCISCO, CA$9,317,854,280.00Regulatory AUM · August 2026
- GSI CAPITAL ADVISORS LLCCRD 135143 · NEWPORT BEACH, CA$182,365,352.00Regulatory AUM · August 2026
- GT INVESTMENT PARTNERS, LPCRD 315867 · IRVINE, CA$853,484,879.00Regulatory AUM · August 2026
- GUARDIAN FINANCIAL PARTNERS, LLCCRD 287652 · ORANGE, CA$911,901,445.00Regulatory AUM · August 2026
- GUARDIAN INVESTMENT MANAGEMENT, LLCCRD 104935 · TIBURON, CA$310,319,536.00Regulatory AUM · August 2026
- GUGGENHEIM WEALTH SOLUTIONS, LLCCRD 283238 · SANTA MONICA, CA$371,322,262.00Regulatory AUM · August 2026
- GUILD INVESTMENT MANAGEMENT, INC.CRD 108390 · WESTLAKE VILLAGE, CA$185,186,477.00Regulatory AUM · August 2026
- GUINNESS ATKINSON ASSET MANAGEMENT, INC.CRD 124465 · PASADENA, CA$344,363,413.00Regulatory AUM · August 2026
- GUSTO INVESTMENT SERVICES, LLCCRD 281515 · SAN FRANCISCO, CA$12,007,444,821.00Regulatory AUM · August 2026
- H. BARTON ASSET MANAGEMENT, LLCCRD 161955 · SAN FRANCISCO, CA$1,481,148,704.00Regulatory AUM · August 2026
- H&H INTERNATIONAL INVESTMENT, LLCCRD 292451 · PALO ALTO, CA$25,499,731,823.00Regulatory AUM · August 2026
- HACK VC MANAGEMENT, LLCCRD 315702 · PALO ALTO, CA$822,849,691.00Regulatory AUM · August 2026
- HACKMAN CAPITAL PARTNERS, LLCCRD 314721 · CULVER CITY, CA$1,188,298,810.00Regulatory AUM · August 2026
- HAHN CAPITAL MANAGEMENT, LLCCRD 108911 · WALNUT CREEK, CA$390,000,000.00Regulatory AUM · August 2026
- HALBERT HARGROVE GLOBAL ADVISORS, LLCCRD 105515 · LONG BEACH, CA$4,203,912,885.00Regulatory AUM · August 2026
- HALL CAPITAL, LLCCRD 153961 · PASADENA, CA$180,000,000.00Regulatory AUM · August 2026
- HALSEYPOINT ASSET MANAGEMENT, LLCCRD 305194 · EL SEGUNDO, CA$4,505,157,230.00Regulatory AUM · August 2026
- HAMILTON WEALTH, LLCCRD 289462 · LOS ANGELES, CA$697,826,133.00Regulatory AUM · August 2026
- HANKE & APOLONIO WEALTH ADVISORS LLCCRD 285315 · SAN FRANCISCO, CA$167,287,297.00Regulatory AUM · August 2026
- HANSEN & ASSOCIATES FINANCIAL GROUP INC.CRD 168363 · ROSEVILLE, CA$202,437,247.00Regulatory AUM · August 2026
- HANWHA ASSET MANAGEMENT (USA) LTD.CRD 288464 · SAN FRANCISCO, CA$3,995,640,574.00Regulatory AUM · August 2026
- HARBOR HILLS, INC.CRD 312691 · MONTECITO, CA$128,000,000.00Regulatory AUM · August 2026
- HARDWORKING CAPITAL ADVISORS, LLCCRD 226760 · PALM DESERT, CA$205,982,956.00Regulatory AUM · August 2026
- HARMONY POINT WEALTH ADVISORS, INC.CRD 323643 · IRVINE, CA$263,212,695.00Regulatory AUM · August 2026
- HAROLD DAVIDSON & ASSOCIATES, INCCRD 110994 · LOS ANGELES, CA$390,521,587.00Regulatory AUM · August 2026
- HARRINGTON INVESTMENTS, INCORPORATEDCRD 110790 · NAPA, CA$355,156,432.00Regulatory AUM · August 2026
- HAUN VENTURES MANAGEMENT LPCRD 318409 · MENLO PARK, CA$2,489,719,681.00Regulatory AUM · August 2026
- HAVEN CAPITAL GROUP, INC.CRD 149641 · WESTLAKE VILLAGE, CA$143,939,449.00Regulatory AUM · August 2026
- HAWK RIDGE CAPITAL MANAGEMENT LPCRD 163818 · LOS ANGELES, CA$4,528,021,972.00Regulatory AUM · August 2026
- HBA ADVISORS, LLCCRD 152050 · PASADENA, CA$234,310,000.00Regulatory AUM · August 2026
- HBW ADVISORY SERVICES LLCCRD 143665 · SIMI VALLEY, CA$1,747,369,322.00Regulatory AUM · August 2026
- HCR WEALTH ADVISORSCRD 108676 · LOS ANGELES, CA$1,958,139,773.00Regulatory AUM · August 2026
- HEALTHPOINTCAPITAL MANAGEMENT, LLCCRD 309041 · SAN DIEGO, CA$271,312,307.00Regulatory AUM · August 2026
- HECKMAN FINANCIAL & INSURANCE SERVICES, INC.CRD 111549 · SAN JOSE, CA$116,422,695.00Regulatory AUM · August 2026
- HEIGHTS LLCCRD 315969 · LOS ANGELES, CA$239,198,370.00Regulatory AUM · August 2026
- HELLMAN & FRIEDMAN LLCCRD 158614 · SAN FRANCISCO, CA$110,419,300,000.00Regulatory AUM · August 2026