Top Investment Firms in California
5 Leaders 15 Contenders
407 Companies
List of the Top California Investment Management Firms
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
20% Funding & Investment30% Business Valuation Services30% Commercial Financing +2 services10% Advertising10% Market ResearchVanguard Resource Group, a Commercial Financing company, was established in 1989. The team focuses on Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingWhite Oak. Is a Commercial Financing and Funding & Investment company established in 2007. Headquartered in San Francisco, California, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Ramon, CA
Services provided
50% Funding & Investment50% Commercial FinancingUnited Apartment Group, a Commercial Financing and Funding & Investment company, focuses on Commercial Financing and Funding & Investment. The agency is headquartered in San Ramon, California.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingValo Ventures, a Commercial Financing and Funding & Investment company, was founded in 2018. The team offers Commercial Financing and Funding & Investment and is in Palo Alto, California.
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UndisclosedUndisclosed10 - 49Bakersfield, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Bakersfield, California, Kern Venture Group is a Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Watertower Ventures Management, LLC was founded in 2017. The company focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingLDR Ventures is a Commercial Financing and Funding & Investment company founded in 2012. The small team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Mateo, CA
Services provided
50% Funding & Investment50% Commercial FinancingSierra Ventures is a Commercial Financing and Funding & Investment company. In San Mateo, California, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingBlueRun Ventures is a small Commercial Financing and Funding & Investment company launched in 1998. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2007, Ridge Ventures is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment and is in San Francisco, California.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2016, Fika Ventures is a small Los Angeles, California-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding &
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UndisclosedUndisclosed10 - 49Portola Valley, CA
Services provided
50% Funding & Investment50% Commercial FinancingShasta Ventures is a Commercial Financing and Funding & Investment company located in Portola Valley, California. They provide Commercial Financing and Funding & Investment and were founded in 2004.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2011, 137 Ventures Management, LLC is a Commercial Financing and Funding & Investment company. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingNeotribe Ventures is a Commercial Financing and Funding & Investment company. They were established in 2017 and offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingAmino Capital is a Commercial Financing and Funding & Investment company launched in 2012. Located in Palo Alto, California, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingBase10 Partners, a Commercial Financing and Funding & Investment company, was founded in 2017. Located in San Francisco, California, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMayfield Fund, L.L.C. Is a Menlo Park, California-based Commercial Financing and Funding & Investment company. Founded in 1969, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company The Westly Group is headquartered in Menlo Park, California. They specialize in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Hive LLC is a Commercial Financing and Funding & Investment company. Their team is based in Palo Alto, California. The company offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
60% Funding & Investment40% BI & Big Data Consulting & SIBrightQuery is a small Irvine, California-based Funding & Investment company. Their services include Funding & Investment and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
10% Funding & Investment10% Commercial Brokerage Services10% Direct Marketing +7 services10% Engineering10% IT Strategy Consulting10% Insurance Law10% Real Estate Law10% Recruiting10% Search Engine Optimization10% Social Media MarketingMilan CM is a Funding & Investment company. Launched in 2025, the team focuses on Funding & Investment and Direct Marketing. The company is in Newport Beach, California.
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Undisclosed$200 - $300 / hrFreelancerDiamond Bar, CA
Services provided
20% Funding & Investment30% Financial Consulting20% Business Consulting +2 services20% Immigration Law10% Commercial DevelopmentDiamond H Financial, a small Financial Consulting company, is based in Diamond Bar, California. The team offers Financial Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
35% Funding & Investment35% Commercial Financing20% Financial Consulting +1 service10% Business ConsultingSerent Capital is a Commercial Financing company. Their midsize team is located in Austin, Texas and San Francisco, California. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)San Francisco, CA
44 Montgomery Street, Suite 3450
San Francisco, CA 9410416 - 20
(415)343-1050
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UndisclosedUndisclosed2 - 9Manhattan Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingActive Impact Investments is a Commercial Financing and Funding & Investment company established in 2017. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Manhattan Beach, CA
Suite 201, 805 Manhattan Ave
Manhattan Beach, CA 90266Was this helpful?
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UndisclosedUndisclosed250 - 999Beverly Hills, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPlatinum Equity is a Financial Advising & Planning company. Established in 1995, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oak Hill Capital was established in 1986. The agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Menlo Park, CA
3000 Sand Hill Road Bldg 2, Suite 160
Menlo Park, CA 940256 - 9
650-234-0500
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UndisclosedUndisclosed2 - 9Palm Desert, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 1977, Jeannie Niles Real Estate Investment is a Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Solana Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingSan Diego Capital Management Services, LLC is a Commercial Financing and Funding & Investment company. Launched in 2016, the agency focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingJohn Hancock's Real Estate Finance Group, a small Commercial Financing and Funding & Investment company, is in San Francisco, California. The team offers Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingHarborWest Commercial Lending is a Commercial Financing and Funding & Investment company established in 2017. The agency provides Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingMora Enterprises LLC, a small Commercial Financing and Funding & Investment company, is in Fresno, California. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingGreatland Mortgage Corp, a small Commercial Financing and Funding & Investment company, is based in Fresno, California. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Madera, CA
Services provided
50% Funding & Investment50% Commercial FinancingBank of Madera County is a Commercial Financing and Funding & Investment company launched in 1999. The company specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
Services provided
50% Funding & Investment50% Commercial FinancingPoint West Financial Inc. Is a Commercial Financing and Funding & Investment company. They were founded in 1983, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingFirst Capital Investment Realty is a Commercial Financing and Funding & Investment company founded in 1989. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2004, Alcoe International LLC is a Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1990, Athena Paquette, M.A. Is a Commercial Financing and Funding & Investment company. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingJason Galanis - Holmby Capital Group is a small Commercial Financing and Funding & Investment company launched in 2004. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
50% Funding & Investment50% Commercial FinancingSierra Commercial Capital, LLC, a Commercial Financing and Funding & Investment company, provides Commercial Financing and Funding & Investment. The firm is in Sacramento, California.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapitalize is a Commercial Financing and Funding & Investment company launched in 1995. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company CalEgan Associates is based in San Diego, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Mortgage Broker, a Commercial Financing and Funding & Investment company, was launched in 1996. The small team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
50% Funding & Investment50% Commercial FinancingHard Money Loans Lenders Commercial Residence is a Commercial Financing and Funding & Investment company founded in 2010. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingEquity Bridge Capital is a Commercial Financing and Funding & Investment company. Located in San Francisco, California, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingETHICS Real Estate is a Newport Beach, California-based Commercial Financing and Funding & Investment company. Founded in 1979, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Oxnard, CA
Services provided
50% Funding & Investment50% Commercial FinancingCohen & DeBuiser Commercial Real Estate, a Commercial Financing and Funding & Investment company, was established in 1990. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingTrebuchet Capital Partners is a small Commercial Financing and Funding & Investment company based in Los Angeles, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1997, Cent Banc is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
50% Funding & Investment50% Commercial FinancingArchers Capital is a Commercial Financing and Funding & Investment company. They are based in San Jose, California, and their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingShpilsky Capital Management LLC is a Commercial Financing and Funding & Investment company founded in 2012. The company focuses on Commercial Financing and Funding & Investment.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 5 California Investment Management Firms
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
24.6/40.016.2/20 Reviews1.3/10 Clients & Experience7.1/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
23/40.016.2/20 Reviews0.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Stockton, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
10.8/40.00/20 Reviews3.7/10 Clients & Experience7.1/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Whittier, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249El Segundo, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Funding & Investment20% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
75% Funding & Investment25% Other -
UndisclosedUndisclosed10 - 49Capitola, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+$25 - $49 / hr10 - 49San Francisco Bay Area, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$250,000+$300+ / hr2 - 9San Diego, CA
Ability to deliver
5.8/40.00/20 Reviews0.6/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Agoura Hills, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Fresno, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Calabasas, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Beverly Hills, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Funding & Investment
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