Top Investment Firms in California
5 Leaders 15 Contenders
407 Companies
List of the Top California Investment Management Firms
Sponsored
-
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 - 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 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 - 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 -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingClear Ventures is a Commercial Financing and Funding & Investment company. They were established in 2014 and focus on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company California Technology Ventures, LLC was founded in 1999. The team focuses on Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company APA Venture Partners offers Commercial Financing and Funding & Investment. They were established in 2020.
Read more -
UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingRembrandt Venture Partners is a small Menlo Park, California-based Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingIn Beverly Hills, California, Group 11 is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMerus Capital is a Commercial Financing and Funding & Investment company. They were established in 2008 and specialize in Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Saratoga, CA
Services provided
50% Funding & Investment50% Commercial FinancingPanCosmic Capital is a Commercial Financing and Funding & Investment company established in 2020. In Saratoga, California, the team provides Commercial Financing and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1983, The Townsend Group is a midsize Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)San Francisco, CA
425 Market Street Suite 2800
San Francisco, CA 9410510 - 15
415.362.2025
Was this helpful?
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (4)Los Angeles, CA
11111 Santa Monica Blvd # 1050
Los Angeles, CA 90025151 - 200
(310) 473-1116
Was this helpful?
-
UndisclosedUndisclosed250 - 999Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingTA Associates is a Commercial Financing and Funding & Investment company located in Boston, Massachusetts and Menlo Park, California. They focus on Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)Menlo Park, CA
64 Willow Place Suite 100
Menlo Park, CA 9402531 - 40
+1.650.473.2200
Was this helpful?
-
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Funding & Investment20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Insurance Services & BrokersCollins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
10% Funding & Investment30% Commercial Development20% Commercial Brokerage Services +3 services20% Commercial Property Management10% Building Security Services10% Commercial FinancingDavis Partners is a Commercial Development company launched in 1976. Their services include Commercial Development and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
10% Funding & Investment45% Commercial Development45% Commercial Property ManagementBrowman Development Company is a Commercial Property Management company based in Walnut Creek, California. The team specializes in Commercial Property Management and Commercial Development.
Read more -
UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
10% Funding & Investment30% Business Valuation Services20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningTowne Advisory Services is a small Business Valuation Services company. They specialize in Business Valuation Services and Finance & Accounting Outsourcing (FAO) and were established in 2013.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Funding & Investment30% Financial Advising & Planning20% Accounting +3 services20% Financial Consulting10% Business Consulting10% Market ResearchHCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1984, Advent International is a large Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Palo Alto, CA
428 University Avenue
Palo Alto, CA 943016 - 9
+1 650 683 7800
Was this helpful?
-
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingKKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (3)San Francisco, CA
555 California Street 50th Floor
San Francisco, CA 94104151 - 200
(415) 315-3620
Was this helpful?
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Development +3 services10% Building Security Services10% Commercial Property Management10% Market ResearchLocated in Portland, Oregon and San Francisco, California, The Green Cities Company is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)San Francisco, CA
201 Mission Street Suite 500
San Francisco, CA 941056 - 9
(503) 299-6000
Was this helpful?
-
UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingD.A. Davidson Companies is a Great Falls, Montana-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were established in 1986.
Read moreSee All Locations (3)Los Angeles, CA
One Wilshire Building 624 S. Grand Avenue 26th Floor
Los Angeles, CA 9001721 - 30
(800) 227-0319
Was this helpful?
-
UndisclosedUndisclosed10 - 49Petaluma, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2003, Fillmore Capital Partners is a Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Petaluma, CA
140 Keller Street
Petaluma, CA 949522 - 5
415-834-1477
Was this helpful?
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Equilibrium provides Commercial Financing and Funding & Investment. They were launched in 2008.
Read moreSee All Locations (3)San Francisco, CA
One Bush Street, Suite 525
San Francisco, CA 94104Was this helpful?
-
UndisclosedUndisclosed10 - 49Larkspur, CA
Services provided
50% Funding & Investment50% Commercial FinancingSJF Ventures is a Commercial Financing and Funding & Investment company in Durham, North Carolina and New York, New York. The team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)Larkspur, CA
700 Larkspur Landing Circle, Suite 1999
Larkspur, CA 94939Was this helpful?
-
UndisclosedUndisclosedFreelancerSan Jose, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMiddle Market Private Equity Alliance, a Financial Advising & Planning company, is based in San Jose, California. The team focuses on Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosedFreelancerSanta Monica, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2017, Bellows Capital Partners is a Financial Advising & Planning company. The small team provides Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosedFreelancerSan Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingNexent Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing and were established in 2002.
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 - 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
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.