Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us Family Office Investment Advisor Search is a compilation of SEC registered investment advisors.
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
10 Star Asset Management Carlsbad CA US 12.0 
3. Ingenuity Roseville CA US 1.2 
300 North Capital Pasadena CA US 492.3 
401(K) Advisors, Inc. Aliso Viejo CA US 6243.3 
401k Alliance Fullerton CA US 0.0 
401k Direct Advisory Campbell CA US 0.0 
401k Fiduciary Services Mission Viejo CA US 0.0 
510 Financial, Inc. Encino CA US 0.0 
5T Wealth Management, LLC Napa CA US 115.8 
A T Funds, LLC Los Angeles CA US 4.4 
A&M Investment Management San Diego CA US 133.9 
A&S Capital Management, LLC Chula Vista CA US 1.4 
A. Morgan Maree Jr. and Associates, Inc. Los Angeles CA US 12.8 
A.J. Frank, Cfp San Diego CA US 0.0 
A.M. Wealth Management, LLC Palo Alto CA US 0.0 
A.Q. Johnson & Co., Inc. LA Jolla CA US 47.2 
AAD Capital Management L.P. Solana Beach CA US 41.2 
Aaron Capital, Incorporated Encinitas CA US 3.0 
Aaron Fleck & Associates, LLC Los Angeles CA US 31.0 
AB Hhelio Associates, Inc. Marina Del Rey CA US 8.7 
Abacus Capital Investments, L.L.C. San Francisco CA US 0.0 
Abacus Financial Group, LLC Berkeley CA US 0.0 
Abacus Portfolios Pacific Palisades CA US 61.4 
Abalone Cove Advisors Rancho Palos Verdes CA US 0.0 
Abbasali Heydari Torrance CA US 16.0 
Abbot Kinney Advisors, LLC Santa Monica CA US 0.0 
ABD Financial Services, Inc. Redwood City CA US 0.0 
ABR Investment Strategy, LLC San Francisco CA US 0.0 
Abrams, Factor & Associates Beverly Hills CA US 129.7 
Abridge Partners, LLC Diamond Bar CA US 0.0 
Absolute Return Capital Advisors, LLC. Los Angeles CA US 0.0 
Abunda Financial, LLC Larkspur CA US 30.0 
Acacia Blue Asset Management Beverly Hills CA US 0.7 
Acacia Wealth Advisors, LLC Beverly Hills CA US 654.9 
ACC Investment Management, Inc. Burlingame CA US 28.7 
Accountants Asset Management Irvine CA US 0.0 
Accumulation Strategies Woodland Hills CA US 9.1 
Accuvest Global Advisors Walnut Creek CA US 382.0 
Acela Capital Management, LLC Cupertino CA US 19.8 
Achieve Advisors San Francisco CA US 0.0 
Aci Menlo Park CA US 0.0 
Acme Alpha, LLC San Francisco CA US 31.0 
Adams Financial Consulting Sacramento CA US 5.4 
Adastra Capital Management, LLC Aliso Viejo CA US 0.0 
Addison Avenue Financial Partners, LLC Rocklin CA US 194.7 
Adelante Capital Management LLC Oakland CA US 2541.6 
Ades Investment Counsel, Inc. Los Angeles CA US 11.5 
Advanced Equities Asset Management San Diego CA US 755.7 
Advanced Financial Management Woodland Hills CA US 18.6 
Advanced Financial Strategies Inc Irvine CA US 0.0 
Advanced Practice Advisors, LLC San Diego CA US 70.0 
Advanced Retirement Strategies Inc. Palm Desert CA US 8.0 
Advanced Wealth Planning San Diego CA US 0.0 
Advantage Capital Advisors, LLC Los Angeles CA US 0.0 
Advisium LLC Redwood City CA US 0.0 
Advisor Partners, LLC Walnut Creek CA US 167.0 
Advisory Consulting Group LLC Folsom CA US 1015.0 
Advisory Financial Consultants, Inc. Fremont CA US 0.0 
Advisory Group of San Francisco LLC San Francisco CA US 0.0 
Advisory Group West Glendale CA US 0.0 
Aegis Asset Management Inc Anaheim CA US 16.7 
Aegis Financial Group San Diego CA US 2.0 
Aeon Capital LLC Santa Monica CA US 1.5 
Aeow Management, LLC San Francisco CA US 1.5 
Aequitas Wealth Management, LLC Los Angeles CA US 6.2 
Aero Asset Management, LLC. San Diego CA US 0.2 
Aetos Alternatives Management Menlo Park CA US 5054.5 
AFA Advisor Services LLC Calabasas CA US 205.3 
Affinity Investment Advisors, LLC Irvine CA US 0.0 
AFH Asset Management, Inc. Beverly Hills CA US 11.1 
AG Asset Advisory, LLC Los Angeles CA US 2.1 
AGG Asset Management, LLC Westlake Village CA US 16.0 
Agoralogos, LLC Newport Beach CA US 15.1 
AI Financial, Inc. Simi Valley CA US 2.5 
Airgead Clann LLC Thousand Oaks CA US 15.5 
AK Global Asset Management, LLC Oakland CA US 108.7 
Akahi Capital Management, LLC San Francisco CA US 48.9 
Akanthos Capital Management, LLC Woodland Hills CA US 512.0 
AKJ Asset Management, LLC Palo Alto CA US 200.7 
Akram M. Omari, Cpa San Francisco CA US 22.0 
AL Frank Asset Management Inc Aliso Viejo CA US 0.0 
AL Hewitt, Inc. Palmdale CA US 29.9 
AL Locy Financial Services Lodi CA US 11.3 
Aladino Financial Services, Inc. EL Dorado Hills CA US 0.0 
Alamar Capital Management, LLC Santa Barbara CA US 1.4 
Alambic Investment Management, L.P. San Franciso CA US 0.0 
Alamo Capital Walnut Creek CA US 2.7 
Alan Biller and Associates Menlo Park CA US 3.9 
Alaris Trading Partners, LLC Del Mar CA US 0.0 
Albano Investment Management Monterey CA US 23.7 
Albert Heeg Investment Management Alameda CA US 240.2 
Albert Vinas, AN Accountancy Corporation Brea CA US 0.0 
Albitz/Miloe and Associates, Inc. Torrance CA US 110.0 
Albourne America LLC San Francisco CA US 0.0 
Alcosta Capital Management, Inc. San Ramon CA US 20.1 
Alders Financial Solutions Novato CA US 0.0 
Aldridge & Co Laguna Hills CA US 40.0 
Alekhine Capital, LLC San Jose CA US 0.0 
Alessandra Capital Management, LLC Rolling Hills Estates CA US 45.2 
Aletheia Research and Management Inc Santa Monica CA US 0.0 
Alexander Beard (Usa), LLC San Francisco CA US 0.0 
Alexander James Financial Services Laguna Beach CA US 3.1 
Alfred Capital Management, LLC San Diego CA US 0.0 
Algert Coldiron Investors, LLC San Francisco CA US 337.1 
Align Investment Advisors, LLC Westlake Village CA US 1.1 
Align Investment Management, LLC Santa Monica CA US 0.0 
Alii Consulting San Francisco CA US 10.0 
ALJ Capital Management, LLC Los Angeles CA US 65.3 
All Seasons Investment Advisors, Inc San Diego CA US 0.0 
All Weather Portfolio Management, Inc. Laguna Hills CA US 8.2 
Allegiance Advisors, LLC Huntington Beach CA US 736.0 
Allen Sumida Cupertino CA US 11.6 
Alliance Advisory & Securities, Inc Westlake Village CA US 218.0 
Allianz Global Investors of America L.P. Newport Beach CA US 0.0 
Allied Advisors LLC Los Angeles CA US 2.5 
Allied Consulting Group Los Angeles CA US 533.4 
ALM Advisors, Inc. Pasadena CA US 70.0 
ALN Financial Planners San Francisco CA US 13.6 
Aloha Financial Services Torrance CA US 0.0 
Alpha & Omega LA Mesa CA US 273.5 
Alpha Analytics Investment Group LLC Los Angeles CA US 82.2 
Alpha Capital Partners LLC EL Segundo CA US 0.0 
Alpha Centauri Wealth Management Inc. Anaheim CA US 0.0 
Alpha Delta Investment Advisors, LLC Beverly Hills CA US 0.0 
Alpha Global Investments San Diego CA US 8.0 
Alpha Rush, LLC San Mateo CA US 0.0 
Alpha Solutions Investment Advisors San Francisco CA US 0.0 
Alpha Titans LLC Santa Barbara CA US 64.8 
Alpha Vision Capital Management LLC San Francisco CA US 110.9 
Alpha+ Capital Management Long Beach CA US 25.0 
Alphaclone LLC San Francisco CA US 5.1 
Alphapoint, Inc. Corona Del Mar CA US 0.0 
Alphashares, LLC Walnut Creek CA US 550.1 
Alphastream Capital Management LLC Alameda CA US 17.7 
Alpine Peaks Consulting Tahoe City CA US 0.0 
Alsin Capital Management, Inc. Escondido CA US 40.9 
Alta Financial Group San Jose CA US 0.0 
Altamont Wealth Management, Inc. Livermore CA US 81.6 
Altegris Advisors, LLC LA Jolla CA US 857.3 
Altegris Funds LA Jolla CA US 0.0 
Altos Financial Management, LLC San Jose CA US 43.7 
Altus Wealth Solutions San Luis Obispo CA US 0.0 
Alupka Asset Management, L.L.C. San Francisco CA US 38.2 
Alvarado Management Company San Francisco CA US 5.5 
AMB Capital Partners, LLC San Francisco CA US 1313.7 
Ambar Financial Group Campbell CA US 1.5 
Ambrose Financial and Insurance Services, LLC Walnut Creek CA US 1.8 
America First Capital Management, LLC Roseville CA US 25.0 
Americafirst Capital Management, LLC Roseville CA US 198.6 
American Asset Management San Diego CA US 6.5 
American Assets Investment Management, LLC San Diego CA US 908.1 
American Blue Chip Investment Management Larkspur CA US 0.0 
American Eagle Wealth Advisors (Edward L. Dower Dba) Gold River CA US 0.0 
American Eagle Wealth Advisors Inc. Gold River CA US 0.0 
American Financial Advisors, Inc. Redding CA US 3.2 
American Financial Services Group, Inc. Rocklin CA US 1.8 
American General Financial Advisors, Inc. Sacramento CA US 0.0 
American Investors Co San Ramon CA US 227.1 
American Money Management, LLC Rancho Santa FE CA US 158.8 
American Pegasus Investment Management,Inc. San Francisco CA US 2.2 
American Pegasus Ldg, LLC San Francisco CA US 107.0 
American Providers Insurance Services & Estate Planning Roseville CA US 0.0 
American Realty Advisors Glendale CA US 0.0 
American Strategic Capital Los Alamitos CA US 0.2 
Amerindo Investment Advisors Inc San Francisco CA US 1219.1 
Ameristock Corporation Alameda CA US 205.6 
Ameritrust Capital Management Ltd Santa Ynez CA US 68.8 
Ames Financial Services Anaheim CA US 3.4 
AMI Asset Management Corp Los Angeles CA US 620.9 
Amity Investment Management Glendale CA US 14.6 
Amphora Capital, Inc Manhattan Beach CA US 0.0 
AMS Capital Management LLC San Mateo CA US 13.5 
AN Elf Company Covina CA US 0.0 
Anacapa Asset Management, LLC Los Angeles CA US 12.5 
Anagha Fund, LP Millibrae CA US 0.0 
Analytic Investment Management LLC Cupertino CA US 0.0 
Analytic Investors, LLC Los Angeles CA US 6591.4 
Anchor Bay Capital, Inc. Carlsbad CA US 62.5 
Anchor Capital Aliso Viejo CA US 304.9 
Anchor Capital Management Group, LLC Irvine CA US 0.0 
Anchor Financial Group Santa Ana CA US 29.8 
Anchor Wealth Management Diamond Bar CA US 80.0 
Anders Financial Planning Petaluma CA US 0.0 
Anderson Asset Management Claremont CA US 0.3 
Anderson Financial Management Group Redlands CA US 55.4 
Anderson Wealth Management, LLC LA Verne CA US 0.0 
Anderson, James Philip Palm Desert CA US 0.0 
Andorra Investment Management Long Beach CA US 5.0 
Andresen and Associates Salinas CA US 41.3 
Andrew Arroyo Investments, LLC LA Jolla CA US 1.5 
Andrew C. Karlinski Financial & Insurance Services, Inc. Irvine CA US 98.0 
Andrew C. Roth Glendale CA US 0.0 
Andrew Nelson Financial Services, LLC Newport Beach CA US 0.0 
Andrews Capital Management Inc Coronado CA US 0.0 
Andrews, Lucia Wealth Management LLC Danville CA US 100.1 
Andron Capital Management Corporation Lafayette CA US 18.0 
Anfield Capital Management, LLC Newport Beach CA US 5.3 
Angel Island Partners, Inc. San Francisco CA US 0.0 
Angeles Investment Advisors Santa Monica CA US 1309.0 
Angle Asset Management, LLC San Francisco CA US 1.3 
Anita Chalmers Pasadena CA US 0.0 
Annadel Capital San Rafael CA US 35.8 
Anodos Advisors, LLC Santa Barbara CA US 240.0 
Anspach Financial Group San Rafael CA US 0.0 
Anthony J. Mancini, I.A. Palm Springs CA US 13.1 
Antone Asset Management, Inc Carlsbad CA US 0.0 
Antonini Cpa'S, LLP San Francisco CA US 0.0 
Antonio Steven Andrade Ukiah CA US 6.5 
Anvar, David Irvine CA US 0.0 
AOK Consulting, Inc. Glendale CA US 0.0 
APD Financial Torrance CA US 10.9 
Aperio Group, LLC Sausalito CA US 1895.1 
Apex Capital, LLC Orinda CA US 1157.1 
Apex Real Estate Advisors, LLC Point Richmond CA US 2.8 
Aphelion Capital, LLC Mill Valley CA US 13.1 
Apple & Associates Grass Valley CA US 70.8 
Applied Advisor San Francisco CA US 0.0 
Applied Financial Planning, Inc. Irvine CA US 0.0 
APS Associates Jackson CA US 45.0 
APS Financial Services Corp. Rancho Mirage CA US 6.9 
Aptimare Capital Management, LLC Los Angeles CA US 6.5 
Aqua Capital Advisors Los Angeles CA US 32.5 
Aquilo Capital Management, LLC San Francisco CA US 12.5 
AR Asset Management, Inc. Beverly Hills CA US 378.0 
Arbor Capital Management, LLC San Mateo CA US 0.0 
Arbor Wealth Management Walnut Creek CA US 18.0 
Arcas Capital Management, LLC San Ramon CA US 0.0 
Archpoint Advisors, Inc. Lodi CA US 0.0 
Arcus Capital Partners LLC Newport Beach CA US 0.0 
Ares Capital Management II LLC Los Angeles CA US 0.0 
Ares Capital Management LLC Los Angeles CA US 5234.0 
Ares Management LLC Los Angeles CA US 26016.0 
Argos Wealth Advisors LLC Napa CA US 0.0 
Aria Los Angeles CA US 0.0 
Aria Partners Gp, LLC Los Angeles CA US 87.5 
Ariston Services Group, LLC San Diego CA US 173.5 
Aristotle Capital Management, LLC Los Angeles CA US 208.3 
Arma Asset Management, LLC Aliso Viejo CA US 1.6 
Aronson, Charles M Valley Village CA US 3.5 
Aros Asset Management Orange CA US 6.0 
Arque & Co Incororated EL Segundo CA US 11.6 
Arrowhead Investment Center, LLC San Bernardino CA US 0.0 
Arroyo Investment Group, LLC Pasadena CA US 70.2 
Arsenio Capital Management LLC Larkspur CA US 3.0 
Arterburn and Watters, LLP Pleasanton CA US 82.0 
Artience Capital Management, LLC San Francisco CA US 60.0 
Artis Capital Management, L.P. San Francisco CA US 2788.9 
Artos Capital Management Aliso Viejo CA US 0.0 
Asage Financial LLC Walnut Creek CA US 15.3 
Ascend Capital LLC San Francisco CA US 3066.6 
Ascend Financial Advisers, Inc Irvine CA US 21.0 
Ascend Paragon Capital, LLC San Francisco CA US 310.0 
Ascendant Asset Advisors, Inc. Beverly Hills CA US 0.0 
Ascension Capital Management San Mateo CA US 9.0 
Ascension Wealth Partners, LLC Pleasant Hill CA US 37.3 
Ascent Investment Management Company LLC Los Angeles CA US 0.0 
Ascot Investment Advisors San Mateo CA US 0.0 
Ashby Financial Services San Jose CA US 0.0 
Ashby Investment Management, LLC San Ramon CA US 0.0 
Ashfield & Co Inc San Francisco CA US 387.7 
Ashfield Capital Partners San Francisco CA US 3966.6 
Ashland Investment Advisers Torrance CA US 18.9 
Ashoka Capital, LLC San Mateo CA US 1.0 
ASI Investments, LLC Lafayette CA US 135.0 
Asia Alternatives Management LLC San Francisco CA US 0.0 
Asia Global Asset Management, Inc San Jose CA US 0.0 
ASL Financial, LLC San Jose CA US 20.2 
Asma VO Cpa Anaheim CA US 0.0 
Aspire Advisory Services Lodi CA US 20.2 
Aspire Capital Management Walnut Creek CA US 5.0 
Aspiriant, LLC San Francisco CA US 4558.7 
Asset & Retirement Management Newhall CA US 11.5 
Asset Allocation Advisors Inc Walnut Creek CA US 120.7 
Asset Dedication, LLC Mill Valley CA US 57.5 
Asset Intelligence LLC Irvine CA US 0.2 
Asset Management Strategies, L.L.C. LA Jolla CA US 3.5 
Asset Planning, Inc Cypress CA US 90.1 
Asset Preservation Strategies, Inc. San Diego CA US 68.1 
Asset Solutions San Diego CA US 13.2 
Asset Strategies & Management Inc Campbell CA US 82.3 
Assetwise Investments, Inc. LA Mesa CA US 6.5 
Associated Advisors Alliance EL Segundo CA US 0.0 
Associated Financial Advisors, Ltd. Fresno CA US 15.0 
Assured Retirement Advisors LLC San Diego CA US 0.4 
Aster Investment Management Co Inc Larkspur CA US 3295.0 
Astrum Capital Management, LLC San Francisco CA US 6.0 
Asymmetric Investment Management, L.P. Rancho Santa FE CA US 0.0 
Athena Asset Management & Research, LLC San Francisco CA US 28.0 
Athena Investment Management Pasadena CA US 113.8 
Atherton Lane Advisers, LLC Menlo Park CA US 2252.7 
Atlas Advisers Inc San Leandro CA US 3185.9 
Atlas Capital Advisors LLC San Francisco CA US 167.2 
Atlin Capital Advisers, LLC San Francisco CA US 4.7 
ATS Advanced Trustee Strategies San Diego CA US 0.0 
Attentive Investment Managers, Inc. Stockton CA US 58.0 
AU Advisors, Inc. Orange CA US 0.0 
Aubuchon Tax and Financial Services Monterey CA US 0.0 
Auburn Tridea Auburn CA US 0.0 
AUK Capital, LLC Torrance CA US 65.0 
Aurum Capital Management Corp San Jose CA US 64.4 
Austin Lemoine Capital Management Palo Alto CA US 7.5 
Auxi Asset Management, LLC San Francisco CA US 0.0 
Avalan, LLC Santa Barbara CA US 0.0 
Avalon Capital Management Port of Redwood City CA US 226.5 
Avalon Financial Advisors Orange CA US 0.0 
Avalon Global Asset Management LLC San Francisco CA US 0.0 
Aventine Investment Services, Inc. Irvine CA US 0.0 
Avenue Advisors, LLC San Diego CA US 46.4 
Avenue D Capital Partners, LLC Torrance CA US 5.5 
Avera Global Partners, L.P. San Francisco CA US 57.0 
Avicenna Capital Management, L.P. San Francisco CA US 0.0 
Avondale Asset Management Santa Monica CA US 0.0 
Avondale Conquest, LLC Sausalito CA US 40.0 
AVP Advisors, LLC Los Angeles CA US 435.0 
AXA Rosenberg Investment Management LLC Orinda CA US 1048.8 
Axis Advisors, Inc. Mission Viejo CA US 0.0 
Azim, Shirley Brokaw Yuba City CA US 7.7 
Azure Capital Partners LP San Francisco CA US 330.2 
Azure Wealth Management Los Angeles CA US 27.0 
B & C Wealth Management San Diego CA US 0.0 
B. A. M. Asset Management, LLC Beverly Hills CA US 5.9 
B. Riley & Co., LLC Los Angeles CA US 0.0 
B.B. Graham & Company, Inc. Orange CA US 10.9 
Babcock & Brown Investment Adviser LLC San Francisco CA US 34.0 
Bacera Asset Management Alhambra CA US 0.0 
Bache Capital Management Pasadena CA US 25.1 
Badger Capital Advisors, LLC Del Mar CA US 0.0 
Bahr Financial Planning Network, Inc. Pleasanton CA US 5.6 
Bailard, Inc. Foster City CA US 1918.6 
Bailey Financial Management and Insurance Services Irvine CA US 0.8 
Bainbridge Investment Advisors LLC Los Angeles CA US 19.0 
Baker & Associates Irvine CA US 0.0 
Baker & Associates Irvine CA US 91.0 
Baker Avenue Asset Management, LP San Francisco CA US 639.3 
Baker Jensen Investment Advisors, LLC San Juan Capistrano CA US 39.5 
Baker Street Advisors, LLC San Francisco CA US 3600.0 
Baker Street Private Wealth San Francisco CA US 51.8 
Bakos Investment Management Los Altos CA US 35.0 
Balanced Fund Manager Santa Ana CA US 3.1 
Ballast Capital Management, LLC Redwood City CA US 9.3 
Ballou Plum Wealth Advisors LLC Lafayette CA US 0.0 
Balopole Investment Management Corporation San Mateo CA US 34.2 
Balston Investment Management Novato CA US 0.0 
Banc Investment Group, LLC San Francisco CA US 0.0 
Bankers Investment Counseling Company Santa Paula CA US 25.1 
Banta Asset Management LP Newport Beach CA US 134.6 
Baochuan Capital Management, LLC Walnut Creek CA US 25.9 
Barclay West Financial Advisors Roseville CA US 19.9 
Barclays Asset Management LLC Santa Monica CA US 2681.8 
Bardin Financial Services Jackson CA US 68.7 
Barker Wealth Management, Inc. Kentfield CA US 0.0 
Barlow, Paul David Laguna Hills CA US 0.0 
Barnes & Associates Bakersfield CA US 0.0 
Barnes Capital LLC Lafayette CA US 13.5 
Barnes, Louis B San Francisco CA US 0.0 
Barnett Financial Planning Tustin CA US 0.0 
Barr Rosenberg Research Center LLC Orinda CA US 31006.8 
Barrington Financial Advisors Modesto CA US 22.0 
Bartlett, Lawrence E Arcadia CA US 2.5 
Battery Advisors LLC San Francisco CA US 15.2 
Bay Area Planners Cupertino CA US 0.0 
Bay Mutual Financial LLC Santa Monica CA US 3953.4 
Bay View Advisors, LLC San Francisco CA US 1.3 
Bayhill Advisors, Inc. Davis CA US 14.9 
Bazzell Financial Lafayette CA US 1803.0 
BB&R Wealth Management, Inc. Walnut Creek CA US 0.0 
BCC Advisory Services, LLC Newport Beach CA US 0.0 
BCI Capital Management Corte Madera CA US 71.5 
BCN Financial, Inc. Alameda CA US 46.6 
Beach Cities Wealth Management, LLC Manhattan Beach CA US 0.0 
Beacon Financial Advisory Services, Inc. Murrieta CA US 0.0 
Beacon Financial Partners Huntington Beach CA US 6.0 
Beacon Pointe Advisors, LLC Newport Beach CA US 4016.1 
Beacon Pointe Wealth Advisors, LLC Newport Beach CA US 84.9 
Beau Mitchel Fisher Danville CA US 0.0 
Beck Investment Management, LLC Palo Alto CA US 0.0 
Becker Financial Group Walnut Creek CA US 0.0 
Beddow Capital Management Inc Healdsburg CA US 314.7 
Bedell Investment Counselling LLC Walnut Creek CA US 300.8 
Bedrock Capital Management, Inc. Los Altos CA US 170.6 
Beecher Investment Management Rancho Mirage CA US 42.4 
Beechwood Advisory Group, LLC Fresno CA US 35.0 
Beechwood Investment Group, LLC Fresno CA US 0.0 
Beechwood Wealth Advisors, LLC Fresno CA US 0.0 
Beeson and Company, LLC EL Cerrito CA US 22.4 
BEL Air Investment Advisors LLC Los Angeles CA US 4921.0 
BEL Air Management, LLC Los Angeles CA US 49.7 
Belay Capital Management, LLC San Francisco CA US 32.0 
Belden and Associates San Francisco CA US 106.8 
Bell Investment Advisors Inc Oakland CA US 0.0 
Bell, Richard Jay Claremont CA US 0.0 
Bellatore Financial, Inc. San Jose CA US 500.7 
Bellingham Investment Management San Francisco CA US 6.2 
Belltown Capital, LLC San Diego CA US 1.6 
Bellwether Capital Management LLC San Francisco CA US 0.0 
Belmont Capital Group Los Angeles CA US 10.1 
Beltramo Financial Services Inc. Irvine CA US 9.4 
Belvedere Advisors LLC Mill Valley CA US 11.0 
Belvedere Capital Management Inc Belvedere CA US 23.0 
Belville Financial Advisors Monterey CA US 190.0 
Ben-David Financial Planning Menlo Park CA US 21.0 
Benchmark Capital Advisors Inc Torrance CA US 5.0 
Bender Robert & Associates Pasadena CA US 128.1 
Benedetti, Trent J Santa Maria CA US 16.0 
Benefit Funding Services Group Irvine CA US 4955.0 
Benefits Plus Napa CA US 0.0 
Benelopez San Francisco CA US 0.0 
Benham & Green Capital Management LLC LA Jolla CA US 35.3 
Benivest, Inc. San Francisco CA US 4.2 
Benjamin Madison Wealth Advisors, LLC San Francisco CA US 4.4 
Bennicas & Associates Woodside CA US 233.9 
Benning Financial Group, LLC Fairfield CA US 35.0 
Benningfield Financial Advisors San Francisco CA US 61.3 
Benu Investment Group, Inc. Los Angeles CA US 0.0 
Berger Asset Management, Inc. Turlock CA US 35.0 
Berkeley Capital Advisers, LLC San Francisco CA US 82.1 
Berkeley Capital Management LLC San Francisco CA US 1391.5 
Berkeley Investment Advisors San Francisco CA US 4.8 
Berkson Asset Management, Inc. Woodland Hills CA US 84.4 
Berla Investment Consulting Walnut Creek CA US 0.0 
Bernardo First Securities Corporation Fallbrook CA US 4.9 
Bernzott Capital Advisors Camarillo CA US 470.9 
Bersot Capital Management, LLC Larkspur CA US 40.4 
Better Financial Education Roseville CA US 0.0 
Beverly Capital Management, LLC Beverly Hills CA US 3.8 
Beverly Investment Advisors LLC Beverly Hills CA US 117.2 
BFF Capital Management LLC San Mateo CA US 9.2 
BH Equity Research, LLC San Jose CA US 0.0 
Big Sky Asset Management LLC San Ramon CA US 8.1 
Bingham, Osborn & Scarborough LLC San Francisco CA US 2200.0 
Bivium Capital Partners, LLC San Francisco CA US 1338.4 
Bjurman, Barry & Associates Los Angeles CA US 342.5 
Blackrock Fund Advisors San Francisco CA US 429735.8 
Blackstorm Portfolios Inc. Irvine CA US 4.5 
Blakeslee and Blakeslee Inc. San Luis Obispo CA US 0.0 
Blanchard Capital Management LLC San Rafael CA US 0.5 
Blankinship & Foster, LLC Solana Beach CA US 318.0 
Blaylock Robert Van, LLC Oakland CA US 0.0 
Bleeck Financial Management, Inc. Burlingame CA US 33.3 
Block Capital Management, LLC Los Angeles CA US 0.0 
Block Wealth Management, Inc San Diego CA US 56.2 
Blom & Co., LLC. Santa Barbara CA US 1.3 
Blossom Investment Management, LLC Larkspur CA US 2.0 
Blue Lake Ventures, LLC Westlake Village CA US 0.0 
Blue Lawn Asset Management LLC San Francisco CA US 27.3 
Blue Marble Investments, LLC San Luis Obispo CA US 0.0 
Blue Oak Capital LLC Palo Alto CA US 0.0 
Blue Oak Financial, Inc Fair Oaks CA US 3.6 
Blue Water Capital Management, LLC San Diego CA US 29.5 
Bluepointe Capital Management, LLC San Mateo CA US 204.0 
Blueprint Investing LLC San Francisco CA US 16.8 
Blum Capital Partners LP San Francisco CA US 2485.0 
Blume Capital Management, Inc. Berkeley CA US 211.6 
BLX Group LLC Los Angeles CA US 1134.4 
BMA Advisors, LLC Rolling Hills Estates CA US 3.3 
BMB Advisers LLC Los Angeles CA US 228.3 
BO-Gin Financial, Inc. Westlake Village CA US 49.1 
BOB Goldman Financial Planning Sausalito CA US 0.0 
Bocage Capital, LLC San Francisco CA US 47.0 
Bodmas Capital Management, LLC San Francisco CA US 11.3 
Bodri Capital Management, LLC San Francisco CA US 230.0 
Bolar, Hirsch & Jennings Advisors LLC Irvine CA US 0.0 
Boldt Capital Management, LLC Greenbrae CA US 20.1 
Bollinger Capital Mangement, Inc. Manhattan Beach CA US 12.0 
Boltwood Capital Management San Francisco CA US 122.6 
Bonuccelli David L & Associates Inc Sacramento CA US 0.0 
Borek Financial Management San Francisco CA US 17.8 
Borris Nii Valdez & Co Inc Beverly Hills CA US 109.7 
Bowers Wealth Management, Inc. Rocklin CA US 0.0 
Bowles Financial & Insurance Group, Inc. Bakersfield CA US 0.0 
Bowman & Company, LLP Stockton CA US 98.5 
Bowman Financial Services Corona CA US 0.0 
BPM Wealth Management, LLC San Francisco CA US 0.0 
Bradford & Marzec, LLC Los Angeles CA US 4094.3 
Bradford Wealth Management San Diego CA US 0.0 
Bradley Wealth Management, LLC San Diego CA US 39.0 
Brandes Investment Partners, LP San Diego CA US 47768.4 
Brandin & Associates Palo Alto CA US 1.5 
Branson Frank A Inc Palo Alto CA US 145.5 
Braven Capital LLC San Francisco CA US 2.1 
Braziel & Associates Chico CA US 0.0 
BRC Investment Advisors, LLC Newport Beach CA US 0.0 
Breakwater Capital Management, LLC Los Altos CA US 12.4 
Breakwater Fund Management, LLC Santa Monica CA US 11.5 
Brecek & Young Advisors, Inc. Folsom CA US 218.1 
Brennan & Wampler Financial Services Walnut Creek CA US 0.0 
Brenner, David Morgan Encinitas CA US 0.0 
Brent W. Barnes EL Dorado Hills CA US 13.0 
Brentwood Advisory Group, LLC Los Angeles CA US 79.7 
Brentwood Capital Management Malibu CA US 0.1 
Bretton Capital Management San Francisco CA US 1.8 
Brian Caine Capital Management Solana Beach CA US 21.4 
Brian Carruthers & Associates Laguna Beach CA US 63.0 
Brick Asset Management Inc. San Francisco CA US 19.3 
Bricks & Mortar Capital Beverly Hills CA US 12.1 
Bridgebay Financial, Inc. San Ramon CA US 0.0 
Bridgecorp Investment Management Irvine CA US 2.7 
Bridgeview Capital Advisors, Inc. Woodland CA US 2.6 
Brighton Advisory Group Encino CA US 0.0 
Brinton Financial San Francisco CA US 5.2 
Bristlecone Value Partners, LLC Los Angeles CA US 69.4 
Bristol Group Inc San Francisco CA US 0.0 
Briteline Wealth Management Group Fullerton CA US 10.7 
Broadwing Capital Advisors, Inc. Mill Valley CA US 44.7 
Brokers Consolidated Santa Rosa CA US 2.0 
Broman & Greig Asset Management, LLC Santa Monica CA US 28.6 
Bronwood Management Corp Los Angeles CA US 64.0 
Brookhaven Capital Management, LLC Menlo Park CA US 3.4 
Brookstreet Capital Management Irvine CA US 571.6 
Brouwer & Janachowski Incorporated Tiburon CA US 0.0 
Brouwer & Janachowski, LLC Tiburon CA US 972.9 
Brown Robello Capital Management, LLC Sacramento CA US 121.3 
Browndorf Pem, LLC Newport Beach CA US 0.0 
Browne Asset Management, LLC Sherman Oaks CA US 2.1 
Brownson, Rehmus & Foxworth, Inc. Menlo Park CA US 0.0 
Broxton Capital Advisors Los Angeles CA US 103.0 
Bruce Bratton, Registered Investment Advisor Ventura CA US 10.4 
Bruce James Thomas JR Westlake Village CA US 0.0