Top Investment Firms in California
433 Companies
List of the Top California Investment Management Firms
Sponsored
-
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.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
50% Funding & Investment50% Commercial FinancingWill--Neighbors Financial Corp. Is a Commercial Financing and Funding & Investment company. The Sacramento, California-based team provides Commercial Financing and Funding & Investment.
Read more -
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.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2009, Special Asset Consulting Group Inc. Is a Commercial Financing and Funding & Investment company. Their team provides Commercial Financing and Funding & Investment.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingLendtuit Southern California, a Commercial Financing and Funding & Investment company, is located in Newport Beach, California. The team focuses on Commercial Financing and Funding & Investment.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in San Diego, California, The Nations Mortgage Solution is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingMarcus Millichap West Los Angeles is a Commercial Financing and Funding & Investment company. Launched in 1971, their team specializes in Commercial Financing and Funding & Investment.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Los Angeles, California, Advanced Funding Solutions Inc. Is a small Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding &
Read more -
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.
Read more -
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.
Read more -
UndisclosedUndisclosed2 - 9Irvine, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Metro Realty Group is headquartered in Irvine, California. Launched in 2012, the team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingBased in Los Angeles, California, Matchpoint Funding is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and were founded in 2013.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2018, Banctrust Capital is a Commercial Financing and Funding & Investment company. The small team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2009, US CMBS LOAN is a Commercial Financing and Funding & Investment company. The company specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
50% Funding & Investment50% Commercial FinancingHappy Investments, Inc. Stockton CA is a small Stockton, California-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Costa Mesa, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company The SBA Lender - Greg Dill was launched in 1945. In Costa Mesa, California, the team specializes in Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
50% Funding & Investment50% Commercial FinancingRealty Fund LA is a Commercial Financing and Funding & Investment company. The Santa Monica, California-based agency provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2012, Northcrest Financial is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
50% Funding & Investment50% Commercial FinancingGMH Loans is a small Commercial Financing and Funding & Investment company located in San Diego, California. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Los Angeles, California, CP Financial is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and were established in 2002.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1989, Black Oak Group, Inc. Lending & Home Services is a Commercial Financing and Funding & Investment company. The team specializes in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2000, Ringer Benson at Marcus & Millichap is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEJT Ventures, LLC is a Commercial Financing and Funding & Investment company launched in 2015. Headquartered in Los Angeles, California, the team offers Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingGauntlet Pi, a small Commercial Financing and Funding & Investment company, is located in Los Angeles, California. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingTribeca Capital, a Commercial Financing and Funding & Investment company, was launched in 2008. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCalifornia Golden Fund is a small Commercial Financing and Funding & Investment company based in Los Angeles, California. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
50% Funding & Investment50% Commercial FinancingCalifornia Mortgage Association, a small Commercial Financing and Funding & Investment company, is located in Sacramento, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Lawrence Group LLC / Profile Masters is a Commercial Financing and Funding & Investment company launched in 2014. The agency focuses on Commercial Financing and Funding & Investment, and is
Read more -
UndisclosedUndisclosed2 - 9Pacific Grove, CA
Services provided
50% Funding & Investment50% Commercial FinancingSperryFiola Real Estate Services is a Commercial Financing and Funding & Investment company. Located in Pacific Grove, California, the company provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingRiver Valley Holdings, LLC is a small Commercial Financing and Funding & Investment company located in Newport Beach, California. Their services include Commercial Financing and Funding &
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
50% Funding & Investment50% Commercial FinancingKARDAM, a small Commercial Financing and Funding & Investment company, is based in Glendale, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingIron Oak Properties is a Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were established in 2004.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingBelmont Partners is a Commercial Financing and Funding & Investment company based in Long Beach, California. The team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2005, Happy Investments, Inc. Is a Commercial Financing and Funding & Investment company. The agency provides Commercial Financing and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Signal Hill, CA
Services provided
50% Funding & Investment50% Commercial FinancingMRKONIC REAL ESTATE GROUP is a Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were established in 1997.
Read more -
UndisclosedUndisclosed2 - 9West Hollywood, CA
Services provided
50% Funding & Investment50% Commercial FinancingHP Capital Investments is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment and is based in West Hollywood, California.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingEquidyne Partners, Inc. Is a Commercial Financing and Funding & Investment company launched in 1995. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
60% Funding & Investment40% Business Valuation ServicesEstablished in 2011, Kalo Capital Management, LLC is a Funding & Investment company. The agency specializes in Funding & Investment and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningAtlantic Investments A Registered Investment Advisor is a Financial Advising & Planning and Funding & Investment company. Their team provides Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningGT Investment Management is a Financial Advising & Planning and Funding & Investment company. Their team offers Financial Advising & Planning.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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
-
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 - 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 -
UndisclosedUndisclosed10 - 49Camarillo, CA
Ability to deliver
6.9/40.00/20 Reviews0/10 Clients & Experience6.9/10 Market PresenceService focus
20% Funding & Investment80% Other
Get personalized agency matches based on your project goals.