- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - California # NewRiaPulse: records in California **148 newRiaPulse: records in California are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-29; the most frequent is Crosspoint Capital Management with 1. Data last updated 2026-10-28; each record links to its official source and a full report.** Data as of 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 148 newRiaPulse: records in California (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=CA) 148 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-25 to 2026-09-29. Most frequent: Crosspoint Capital Management (1). Each record links to a full report and the official source. Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=CA&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=CA) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 148 Most frequent - Crosspoint Capital Management (1) - Wealthlynk, INC. (1) - Wealth Strategies Group (1) - Cs Tomasi Wealth Management (1) - Burlingame Wealth Management, LLC (1) ## How do I get new newRiaPulse: records in California by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=CA) [Watch this exact filter](/v/newriapulse?state=CA#more-ways) [See alert plans](/v/newriapulse#pricing) ## What are the top newRiaPulse: records in California right now? | Record | AUM | Accounts | City | |---|---|---|---| | Crosspoint Capital Management | $117,000,000 | 288 | Orinda | | Wealthlynk, INC. | $112,008,547 | 178 | Fallbrook | | Wealth Strategies Group | $102,928,253 | 308 | Newport Beach | | Cs Tomasi Wealth Management | $110,265,442 | 86 | Costa Mesa | | Burlingame Wealth Management, LLC | $129,396,168 | 115 | Burlingame | | Commonwealth Asset Management LP | $295,683,751 | 3 | Los Angeles | | Acuta Capital Partners, LLC | $172,526,516 | 3 | Redwood City | | Manifold Investment Partners LLC | | | San Francisco | | Istari Capital Management LP | | | Santa Monica | | Beacon Coast Partners, LLC | $2,283,762,064 | 556 | San Francisco | | Zero Labs INC. | $100,000 | 125 | San Francisco | | Arc Capital Partners | $862,491,641 | 11 | Los Angeles | | Wndrco Capital Management LLC | $1,052,836,560 | 8 | San Francisco | | Next Horizon Capital | $505,833,411 | 4 | San Francisco | | Centricus Investment Advisors (Us) LLC | $1,021,000,000 | 2 | Beverly Hills | | Merritt Point Partners LLC | Included in the full CSV with every column 🔒 Unlock all 148 records → | | Meson Quantitative Management LLC | Included in the full CSV with every column 🔒 Unlock all 148 records → | | Owl Ventures | Included in the full CSV with every column 🔒 Unlock all 148 records → | Browse 35 more matching record reports - [Merritt Point Partners LLC](/report/newriapulse/merritt-point-partners-llc-oakland-ca--ria-298680) - [Meson Quantitative Management LLC](/report/newriapulse/meson-quantitative-management-llc-san-francisco-ca--ria-332226) - [Owl Ventures](/report/newriapulse/owl-ventures-san-francisco-ca--ria-172513) - [Ftv Capital](/report/newriapulse/ftv-capital-san-francisco-ca--ria-159568) - [Stonebridge Financial Group](/report/newriapulse/stonebridge-financial-group-san-rafael-ca--ria-340200) - [Ocean Path Advisors, LLC](/report/newriapulse/ocean-path-advisors-llc-manhattan-beach-ca--ria-338933) - [Robinhood Ventures](/report/newriapulse/robinhood-ventures-menlo-park-ca--ria-339165) - [Prosperity Financial Group, INC.](/report/newriapulse/prosperity-financial-group-inc-san-ramon-ca--ria-339321) - [Agriglobe Land Advisors, LLC](/report/newriapulse/agriglobe-land-advisors-llc-fresno-ca--ria-337868) - [Olive Partners Management](/report/newriapulse/olive-partners-management-palo-alto-ca--ria-335855) - [Green Ocean Global Advisors LLC](/report/newriapulse/green-ocean-global-advisors-llc-san-francisco-ca--ria-321145) - [Islander Capital Partners, L.P.](/report/newriapulse/islander-capital-partners-l-p-san-francisco-ca--ria-326856) - [Rivonia Road Capital LLC](/report/newriapulse/rivonia-road-capital-llc-santa-monica-ca--ria-296295) - [Kroeger Financial Partners](/report/newriapulse/kroeger-financial-partners-grass-valley-ca--ria-175113) - [Twin Rivers Wealth Management](/report/newriapulse/twin-rivers-wealth-management-sacramento-ca--ria-305773) - [Lendistry Capital Partners, LLC](/report/newriapulse/lendistry-capital-partners-llc-los-angeles-ca--ria-343142) - [Caregen Wealth Management](/report/newriapulse/caregen-wealth-management-san-mateo-ca--ria-315313) - [Swad Wealth Management LLC](/report/newriapulse/swad-wealth-management-llc-santa-rosa-ca--ria-319218) - [Investlinc Wealth Services](/report/newriapulse/investlinc-wealth-services-brea-ca--ria-332607) - [Infinity 8 Investments, LLC](/report/newriapulse/infinity-8-investments-llc-cupertino-ca--ria-152180) - [Marathon Management Partners LLC](/report/newriapulse/marathon-management-partners-llc-beverly-hills-ca--ria-332549) - [3spoke Management, LLC](/report/newriapulse/3spoke-management-llc-irvine-ca--ria-308919) - [Seagull Lane Asset Management LLC](/report/newriapulse/seagull-lane-asset-management-llc-huntington-beach-ca--ria-282566) - [Blueline Capital](/report/newriapulse/blueline-capital-san-francisco-ca--ria-338340) - [Counter Global, L.P.](/report/newriapulse/counter-global-l-p-santa-monica-ca--ria-330571) - [Kukui Tree Capital Management LLC](/report/newriapulse/kukui-tree-capital-management-llc-palo-alto-ca--ria-330374) - [Corinthian Wealth Management](/report/newriapulse/corinthian-wealth-management-san-jose-ca--ria-312196) - [Stillwater Capital Management](/report/newriapulse/stillwater-capital-management-carmel-by-the-sea-ca--ria-313075) - [Allpoint Financial Group](/report/newriapulse/allpoint-financial-group-petaluma-ca--ria-301028) - [Fusion Capital](/report/newriapulse/fusion-capital-los-angeles-ca--ria-333924) - [Incision Capital Management LP](/report/newriapulse/incision-capital-management-lp-san-francisco-ca--ria-325593) - [Pacific Specialty Investment Group, LLC](/report/newriapulse/pacific-specialty-investment-group-llc-newport-beach-ca--ria-282463) - [Bridgeview Capital Advisors, INC.](/report/newriapulse/bridgeview-capital-advisors-inc-el-dorado-hills-ca--ria-6290) - [Luna Capital Management, LLC](/report/newriapulse/luna-capital-management-llc-burlingame-ca--ria-307687) - [Rj Patterson Group](/report/newriapulse/rj-patterson-group-san-diego-ca--ria-281752) More records in this hub: [page 2](/hub/newriapulse/state/ca/page/2) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More California public-record feeds [Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in California](/hub/newmedicareproviderpulse/state/ca) [Los Angeles CA Listing of Active Businesses Pulse in California](/hub/calistingactivebusinessepulse/state/ca) [Excluded Health Care Business Search (OIG LEIE) in California](/hub/samexclusionspulse/state/ca) [Federal Alcohol Permit Holder Directory in California](/hub/ttbpermitpulse/state/ca) [New Executive & Auditor Changes (SEC 8-K) in California](/hub/execchangepulse/state/ca) [New SBA 7(a) & 504 Loan Approvals in California](/hub/sbaloanpulse/state/ca) [FEMA Hazard Mitigation Project Tracker in California](/hub/femaempggrantpulse/state/ca) [New Grants by Vendor Procurement Need in California](/hub/grantvendormatchpulse/state/ca) ## Frequently asked questions ### How many newRiaPulse: records in California are listed? 148 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-29. ### Can I get alerts for California? Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page. Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. [RSS feed of new records](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)