Moneyta · investment advisers · no sign-up needed

Advisers in California: 216 firms

Listed by the assets they report, largest first; the band every visitor sees, the figure for members.

• BLACKROCK FUND ADVISORSSAN FRANCISCO · $10B+
• CAPITAL RESEARCH AND MANAGEMENT COMPANYLOS ANGELES · $10B+
• PACIFIC INVESTMENT MANAGEMENT COMPANY LLCNEWPORT BEACH · $10B+
• CHARLES SCHWAB INVESTMENT MANAGEMENT, INCSAN FRANCISCO · $10B+
• FRANKLIN ADVISERS, INC.SAN MATEO · $10B+
• DODGE & COXSAN FRANCISCO · $10B+
• ARES MANAGEMENT LLCLOS ANGELES · $10B+
• EDELMAN FINANCIAL ENGINESSANTA CLARA · $10B+
• KKR CREDIT ADVISORS (US) LLCSAN FRANCISCO · $10B+
• WESTERN ASSET MANAGEMENT COMPANYPASADENA · $10B+
• OAKTREE CAPITAL MANAGEMENT, L.P.LOS ANGELES · $10B+
• GLOBAL RETIREMENT PARTNERS LLCSAN RAFAEL · $10B+
• PAYDEN & RYGELLOS ANGELES · $10B+
• APERIO GROUP, LLCSAUSALITO · $10B+
• WILSHIRESANTA MONICA · $10B+
• PRIMECAP MANAGEMENT COPASADENA · $10B+
• CAPITAL BANK AND TRUST COMPANYIRVINE · $10B+
• SILVER LAKE TECHNOLOGY MANAGEMENT, LLCMENLO PARK · $10B+
• ICONIQ CAPITAL, LLCSAN FRANCISCO · $10B+
• HELLMAN & FRIEDMAN LLCSAN FRANCISCO · $10B+
• STEPSTONE GROUP LPLA JOLLA · $10B+
• ANDREESSEN HOROWITZMENLO PARK · $10B+
• VISTA EQUITY PARTNERS MANAGEMENT, LLCSAN FRANCISCO · $10B+
• PATHWAY CAPITAL MANAGEMENT, LPIRVINE · $10B+
• ARES CAPITAL MANAGEMENT LLCLOS ANGELES · $10B+
• WCM INVESTMENT MANAGEMENTLAGUNA BEACH · $10B+
• ASSETMARK, INC.CONCORD · $10B+
• PANTHEONSAN FRANCISCO · $10B+
• LEONARD GREEN & PARTNERS, L.P.LOS ANGELES · $10B+
• CLEARLAKE CAPITAL GROUP, L.P.SANTA MONICA · $10B+
• SEQUOIA CAPITAL OPERATIONS, LLCMENLO PARK · $10B+
• TCW ASSET MANAGEMENT COMPANY LLCLOS ANGELES · $10B+
• METROPOLITAN WEST ASSET MANAGEMENT LLCLOS ANGELES · $10B+
• ALAN BILLER AND ASSOCIATESMENLO PARK · $10B+
• CAUSEWAY CAPITAL MANAGEMENT LLCLOS ANGELES · $10B+
• IEQ CAPITAL, LLCFOSTER CITY · $10B+
• BEACON POINTE ADVISORS, LLCNEWPORT BEACH · $10B+
• SB INVESTMENT ADVISERS (US) INC.MENLO PARK · $10B+
• FARALLON CAPITAL MANAGEMENT, L.L.C.SAN FRANCISCO · $10B+
• CAPITAL INTERNATIONAL, INC.LOS ANGELES · $10B+
• GENSTAR CAPITALSAN FRANCISCO · $10B+
• LIGHTSPEED VENTURE PARTNERSMENLO PARK · $10B+
• CRESCENT CAPITAL GROUP LPLOS ANGELES · $10B+
• CLIFFWATER LLCMARINA DEL REY · $10B+
• WEALTHFRONT ADVISERS LLCPALO ALTO · $10B+
• PLATINUM EQUITY ADVISORS, LLCBEVERLY HILLS · $10B+
• FRANCISCO PARTNERSSAN FRANCISCO · $10B+
• CANTERBURY CONSULTING INCORPORATEDNEWPORT BEACH · $10B+
• CHANDLER ASSET MANAGEMENT INCSAN DIEGO · $10B+
• EP WEALTH ADVISORSTORRANCE · $10B+
• ARISTOTLE CAPITAL MANAGEMENT, LLCLOS ANGELES · $10B+
• PACIFIC LIFE FUND ADVISORS LLCNEWPORT BEACH · $10B+
• CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.LOS ANGELES · $10B+
• LIDOLOS ANGELES · $10B+
• CALLANSAN FRANCISCO · $10B+
• STEPSTONE GROUP REAL ASSETS LPLA JOLLA · $10B+
• PARNASSUS INVESTMENTS, LLCSAN FRANCISCO · $10B+
• BRANDES INVESTMENT PARTNERS, LPLA JOLLA · $10B+
• LOS ANGELES CAPITAL MANAGEMENT LLCLOS ANGELES · $10B+
• KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLCLOS ANGELES · $10B+
• TCW INVESTMENT MANAGEMENT COMPANY LLCLOS ANGELES · $10B+
• WEALTHSPIRE RETIREMENT ADVISORYALISO VIEJO · $10B+
• ACCEL MANAGEMENT CO. L.L.CPALO ALTO · $10B+
• CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCNEWPORT BEACH · $10B+
• DRAGONEER INVESTMENT GROUP, LLCSAN FRANCISCO · $10B+
• HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLCLOS ANGELES · $10B+
• WOODLINE PARTNERS LPSAN FRANCISCO · $10B+
• NEW ENTERPRISE ASSOCIATESMENLO PARK · $10B+
• ALLWORTH FINANCIAL, L.P.FOLSOM · $10B+
• ARES COMMERCIAL REAL ESTATE MANAGEMENT LLCLOS ANGELES · $10B+
• SVB ASSET MANAGEMENTSAN FRANCISCO · $10B+
• FIRST PACIFIC ADVISORS, LPEL SEGUNDO · $10B+
• FULLER & THALER ASSET MANAGEMENT INCSAN MATEO · $10B+
• BEACH POINT CAPITAL MANAGEMENT LPSANTA MONICA · $10B+
• VOLEON CAPITAL MANAGEMENT LPBERKELEY · $10B+
• RESEARCH AFFILIATESNEWPORT BEACH · $10B+
• ARISTOTLE PACIFIC CAPITAL, LLCNEWPORT BEACH · $10B+
• H&H INTERNATIONAL INVESTMENT, LLCPALO ALTO · $10B+
• MAKENA CAPITAL MANAGEMENT, LLCMENLO PARK · $10B+
• ACCEL-KKRMENLO PARK · $10B+
• HORSLEY BRIDGE PARTNERS LLCSAN FRANCISCO · $10B+
• K1 INVESTMENT MANAGEMENT LLCMANHATTAN BEACH · $10B+
• JORDAN PARK GROUP LLCSAN FRANCISCO · $10B+
• SEIALOS ANGELES · $10B+
• TCVMENLO PARK · $10B+
• PRIME FINANCE ADVISOR, L.P.SAN FRANCISCO · $10B+
• STOCKBRIDGE CAPITAL GROUP, LLCSAN FRANCISCO · $10B+
• PNMAC CAPITAL MANAGEMENT, LLCWESTLAKE VILLAGE · $10B+
• CORE AND VALUE ADVISORS, LLCSAN FRANCISCO · $10B+
• RIBBIT CAPITALPALO ALTO · $10B+
• BAKER STREET ADVISORS, LLCSAN FRANCISCO · $10B+
• MEKETA FIDUCIARY MANAGEMENT, LLCCARLSBAD · $10B+
• PCCP, LLCLOS ANGELES · $10B+
• ARES CAPITAL MANAGEMENT II LLCLOS ANGELES · $10B+
• ALPINE INVESTORSSAN FRANCISCO · $10B+
• ALTIMETER CAPITAL MANAGEMENT, LPMENLO PARK · $10B+
• COMPREHENSIVE FINANCIAL MANAGEMENT LLCLOS GATOS · $10B+
• GREENOAKSSAN FRANCISCO · $10B+
• ASPIRIANT, LLCLOS ANGELES · $10B+
• MERCURY ADVISORY, LLCSAN FRANCISCO · $10B+
• PATIENT SQUARE CAPITAL, LPMENLO PARK · $10B+
• PENSERRA CAPITAL MANAGEMENT LLCORINDA · $10B+
• EVOKE ADVISORSLOS ANGELES · $10B+
• STEPSTONE GROUP REAL ESTATE LPLA JOLLA · $10B+
• MISSION WEALTH MANAGEMENT, LPSANTA BARBARA · $10B+
• ARISTOTLE INVESTMENT SERVICES, LLCNEWPORT BEACH · $10B+
• FREESTONE GROVE PARTNERS LPSAN FRANCISCO · $10B+
• DIVCO WEST REAL ESTATE SERVICES, LLCSAN FRANCISCO · $10B+
• FARTHERSAN FRANCISCO · $10B+
• CI GLOBAL INVESTMENTS INC.OAKLAND · $10B+
• PAAMCO PRISMA, LLCNEWPORT BEACH · $10B+
• TSG CONSUMER PARTNERS LPLARKSPUR · $10B+
• OAKTREE FUND ADVISORS, LLCLOS ANGELES · $10B+
• MERITAGE GROUP LPSAN FRANCISCO · $10B+
• CONCENTRICWALNUT CREEK · $10B+
• PINEGROVE VENTURE PARTNERS, LLCMENLO PARK · $10B+
• STG PARTNERS, LLCMENLO PARK · $10B+
• ACORNSIRVINE · $10B+
• PARTHENON CAPITAL PARTNERSSAN FRANCISCO · $10B+
• ASIA ALTERNATIVES MANAGEMENT LLCSAN FRANCISCO · $10B+
• POST ADVISORY GROUP, LLCLOS ANGELES · $10B+
• INDEPENDENT FINANCIAL GROUP, LLCSAN DIEGO · $10B+
• PACIFIC PRIVATE FUND ADVISORS LLCNEWPORT BEACH · $10B+
• GUSTO INVESTMENT SERVICES, LLCSAN FRANCISCO · $10B+
• LEVINE LEICHTMAN CAPITAL PARTNERS, LLCBEVERLY HILLS · $10B+
• PARADIGM OPERATIONS LPSAN FRANCISCO · $10B+
• FTV CAPITALSAN FRANCISCO · $10B+
• 137 VENTURES MANAGEMENT, LLCSAN FRANCISCO · $10B+
• EVERETT HARRIS & COLOS ANGELES · $10B+
• VANGUARD PERSONALIZED INDEXING MANAGEMENTOAKLAND · $10B+
• PERIGON WEALTH MANAGEMENT, LLCSAN FRANCISCO · $10B+
• VALUEACT CAPITAL MANAGEMENT, L.P.SAN FRANCISCO · $10B+
• CAMDEN ASSET MANAGEMENTLOS ANGELES · $10B+
• GOLDEN GATE CAPITALSAN FRANCISCO · $10B+
• PURE FINANCIAL ADVISORS, LLCSAN DIEGO · $10B+
• RPA FINANCIAL, LLCSAN RAFAEL · $10B+
• HGGC, LLCPALO ALTO · $10B+
• GENERATION INVESTMENT MANAGEMENT US LLPSAN FRANCISCO · $10B+
• SEQUOIA GLOBAL EQUITIESMENLO PARK · $10B+
• SHUSTER ADVISORY GROUP, LLCPASADENA · $10B+
• PARALLEL ADVISORS, LLCSAN FRANCISCO · $10B+
• ALGERT GLOBAL LLCSAN FRANCISCO · $10B+
• PLANMEMBER SECURITIES CORPORATIONCARPINTERIA · $10B+
• JERICHO CAPITAL ASSET MANAGEMENT L.P.LOS ANGELES · $10B+
• CENTAURUS FINANCIAL, INC.ANAHEIM · $1B to $10B
• MAIN STREET ADVISORSSANTA MONICA · $1B to $10B
• SEVEN POST INVESTMENT OFFICE LPSAN FRANCISCO · $1B to $10B
• FISHER LYNCH CAPITAL, LLCBURLINGAME · $1B to $10B
• COMPOSITION WEALTH, LLCLOS ANGELES · $1B to $10B
• GRYPHON ADVISORS, LLCSAN FRANCISCO · $1B to $10B
• SITUATIONAL AWARENESS LPSAN FRANCISCO · $1B to $10B
• INDUSTRY VENTURESSAN FRANCISCO · $1B to $10B
• ALPHACORE CAPITAL LLCLA JOLLA · $1B to $10B
• MARLIN EQUITY PARTNERSHERMOSA BEACH · $1B to $10B
• AXXCESS WEALTH MANAGEMENT, LLCCARLSBAD · $1B to $10B
• ROBERTSON STEPHENSSAN FRANCISCO · $1B to $10B
• MESA WEST CAPITALLOS ANGELES · $1B to $10B
• CROSSPOINT CAPITAL PARTNERS, LPMENLO PARK · $1B to $10B
• ONE CAPITAL MANAGEMENT, LLCWESTLAKE VILLAGE · $1B to $10B
• AEQUIM ALTERNATIVE INVESTMENTS LPMILL VALLEY · $1B to $10B
• IRONWOOD CAPITAL MANAGEMENT CORPSAN FRANCISCO · $1B to $10B
• HUMAN INTEREST ADVISORS LLCSAN FRANCISCO · $1B to $10B
• CONTEXT CAPITAL MANAGEMENT LLCLA JOLLA · $1B to $10B
• CARMEL PARTNERSSAN FRANCISCO · $1B to $10B
• FPA REAL ESTATE ADVISERS GROUP, LLCIRVINE · $1B to $10B
• ICG ADVISORS, LLCLOS ANGELES · $1B to $10B
• WESTBRIDGE CAPITAL US ADVISORS, LPSAN MATEO · $1B to $10B
• QUID CAPITAL GROUP HOLDINGS, LLCSANTA MONICA · $1B to $10B
• STAMOS CAPITAL PARTNERS, L.P.MENLO PARK · $1B to $10B
• MCMORGAN & COMPANY LLCSAN FRANCISCO · $1B to $10B
• BAILARD, INC.FOSTER CITY · $1B to $10B
• OSTERWEIS CAPITAL MANAGEMENTSAN FRANCISCO · $1B to $10B
• WESTCAP MANAGEMENT, LLCSAN FRANCISCO · $1B to $10B
• PACIFIC HEIGHTS ASSET MANAGEMENT, LLCSAN FRANCISCO · $1B to $10B
• ANGELES INVESTMENT ADVISORSSANTA MONICA · $1B to $10B
• TOP TIER CAPITAL PARTNERS, LLCSAN FRANCISCO · $1B to $10B
• BONDBLOXXLARKSPUR · $1B to $10B
• BUTTERFLY EQUITY LPBEVERLY HILLS · $1B to $10B
• GALVANIZE CLIMATE SOLUTIONS LLCSAN FRANCISCO · $1B to $10B
• FRAZIER LIFE SCIENCES MANAGEMENT, LPPALO ALTO · $1B to $10B
• MEDLEY PARTNERS MANAGEMENT LLCSAN FRANCISCO · $1B to $10B
• SIGNATURE INVESTMENT ADVISORS, LLCLOS ANGELES · $1B to $10B
• BIVIUM CAPITAL PARTNERS, LLCSAN FRANCISCO · $1B to $10B
• SHAMROCK CAPITAL ADVISORS, LLCLOS ANGELES · $1B to $10B
• MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLCSAN FRANCISCO · $1B to $10B
• TURN/RIVER MANAGEMENT, L.P.SAN FRANCISCO · $1B to $10B
• OMNICAP GROUP LLCEL SEGUNDO · $1B to $10B
• NWF ADVISORY SERVICES INCLOS ANGELES · $1B to $10B
• AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.LOS ANGELES · $1B to $10B
• FAIRFIELD REALTY ADVISORS LLCSAN DIEGO · $1B to $10B
• DORSAL CAPITAL MANAGEMENT, LPREDWOOD CITY · $1B to $10B
• RIVERWOOD CAPITAL MANAGEMENT L.P.MENLO PARK · $1B to $10B
• FREEMAN SPOGLILOS ANGELES · $1B to $10B
• BVF PARTNERS L.P.SAN FRANCISCO · $1B to $10B
• LM CAPITAL GROUP, LLCSAN DIEGO · $1B to $10B
• VIVO CAPITAL, LLCPALO ALTO · $1B to $10B
• SNYDER CAPITAL MANAGEMENT LPSAN FRANCISCO · $1B to $10B
• KCM INVESTMENT ADVISORSGREENBRAE · $1B to $10B
• CAPITAL RESEARCH & CONSULTING LLCPASADENA · $1B to $10B
• PARALLAX VOLATILITY ADVISERS, L.P.SAN FRANCISCO · $1B to $10B
• SEIDLER EQUITY PARTNERSMARINA DEL REY · $1B to $10B
• WESTMOUNT PARTNERS, LLCLOS ANGELES · $1B to $10B
• INDEX FUND ADVISORS, INC.IRVINE · $1B to $10B
• AMERICAN ASSETS INVESTMENT MANAGEMENT, LLCSAN DIEGO · $1B to $10B
• SABAL INVESTMENT ADVISORS, LLCIRVINE · $1B to $10B
• STEPSTONE GROUP PRIVATE DEBT LLCLA JOLLA · $1B to $10B
• DALTON INVESTMENTS, INC.EL SEGUNDO · $1B to $10B
• WEDBUSH SECURITIES INC.PASADENA · $1B to $10B
• METIS GLOBAL PARTNERS, LLCSAN DIEGO · $1B to $10B
• DUNHAMSAN DIEGO · $1B to $10B
• ALPHAPOINT, INC.CORONA DEL MAR · $1B to $10B
• SIERRA INVESTMENT PARTNERS, INC.WALNUT CREEK · $1B to $10B
• ALTOS VENTURES MANAGEMENT, INC.BURLINGAME · $1B to $10B
• QUIET CAPITAL MANAGEMENT, LLCSAN FRANCISCO · $1B to $10B
• SILVER ROCK FINANCIAL LPLOS ANGELES · $1B to $10B
• SOFINNOVA INVESTMENTS, INC.MENLO PARK · $1B to $10B

Source: Form ADV filings with the SEC, refreshed monthly. Educational analysis of published data: insight, not advice.