List Of All investment firm Leads in Cali
Searching for investment firm in Cali? Below are 20 businesses with the essentials — location, contact details, and customer ratings. PACIFIC CAPITAL leads the ratings at 5.0★, and most businesses on this list average around 4.2★. Updated 9/3/2026 — scroll down to compare the full list and follow through to whichever business suits your needs.
20 results · last updated 9/3/2026
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| Name | Phone | Links | Reviews | Category | |
|---|---|---|---|---|---|
| PACIFIC CAPITAL1861 California Ave Ste 101, Corona, CA 92881, United States | +*8**77••••7 | — | 5.0(218 reviews) | Financial planner | |
| Summitry919 E Hillsdale Blvd Ste 150, Foster City, CA 94404, United States | +*6****••••0 | he***••••*.comRegister to View | 5.0(5 reviews) | Financial planner | |
| Angeles Investment Advisors429 Santa Monica Blvd, Santa Monica, CA 90401, United States | +*****9••••0 | — | 5.0(1 reviews) | Financial planner | |
| Westmount Partners2049 Century Pk E #2500, Los Angeles, CA 90067, United States | +******••••2 | in**••••*.comRegister to View | 5.0(1 reviews) | Financial planner | |
| The San Francisco Wealth Management Group - Morgan Stanley555 California St 14th Fl, San Francisco, CA 94104, United States | +****98••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| The Beach Cities Group - Morgan Stanley2141 Rosecrans Ave #3100, El Segundo, CA 90245, United States | +*****9••••5 | — | 5.0(1 reviews) | Financial Advisor | |
| Morgan Stanley Financial Advisors555 California St 35th Floor, San Francisco, CA 94104, United States | +****98••••0 | — | 5.0(1 reviews) | Financial Advisor | |
| Wealth Management Partners of Los Angeles, Inc.15760 Ventura Blvd #700, Encino, CA 91436, United States | +****96••••2 | in**••••*.comRegister to View | 4.9(98 reviews) | Financial planner | |
| Invest PacificCl. 3 #9-08, COMUNA 3, Cali, Valle del Cauca, Colombia | +*76**89••••2 | — | 4.7(6 reviews) | Investment service | |
| Signature Estate & Investment Advisors, LLC2121 Ave of the Stars #1600, Los Angeles, CA 90067, United States | +****7*••••3 | — | 4.7(3 reviews) | Investment service | |
| Arixa Capital10960 Wilshire Blvd #1050, Los Angeles, CA 90024, United States | +****9*••••0 | — | 4.5(14 reviews) | Investment service | |
| Morgan Stanley Financial Advisors2775 Sand Hill Rd Ste 120, Menlo Park, CA 94025, United States | +*6**9*••••0 | — | 3.2(6 reviews) | Financial Advisor | |
| California Capital Management2520 W Olive Ave Ste 300, Burbank, CA 91505, United States | +*8*876••••0 | mg****••••*.comRegister to View | 1.0(2 reviews) | Investment service | |
| Bernstein Private Wealth Management1999 Ave of the Stars Suite 2100, Los Angeles, CA 90067, United States | +*****8••••0 | — | 1.0(1 reviews) | Investment service | |
| Morgan Stanley Financial Advisors2141 Rosecrans Ave #3100, El Segundo, CA 90245, United States | +****7*••••3 | — | — | Financial Advisor | |
| Legacy Wealth Management of Southern California - Morgan Stanley15260 Ventura Blvd Ste 1900, Sherman Oaks, CA 91403, United States | +*8*8*8••••1 | — | — | Financial Advisor | |
| Kayne Anderson Rudnick2000 Ave of the Stars Ste 1110, Los Angeles, CA 90067, United States | +*8****••••4 | in**••••*.comRegister to View | — | Investment service | |
| Fabian John - Morgan Stanley555 California St 14th Fl, San Francisco, CA 94104, United States | +*****7••••5 | — | — | Financial Advisor | |
| The Silicon Valley Group - Morgan Stanley2775 Sand Hill Rd Ste 120, Menlo Park, CA 94025, United States | +*6**9*••••7 | — | — | Financial Advisor | |
| Calabasas Capital26610 Agoura Rd, Calabasas, CA 91302, United States | +*8*86*••••0 | in**••••*.comRegister to View | — | Investment Banking |