Registered investment advisers in California
1853 firms in California representing $23.1T in assets under management, sourced from public SEC Form ADV filings.
Cities
Blackrock Fund Advisors
San Francisco, CA · Est. 1984
- AUM
- $4.3T
- Per adviser
- $35.1B
- Advisers
- 122
No reported disclosures
Capital Research And Management Company
Los Angeles, CA · Est. 1971
- AUM
- $3.8T
- Per adviser
- $9.6B
- Advisers
- 393
No reported disclosures
Pacific Investment Management Company LLC
Newport Beach, CA · Est. 1994
- AUM
- $3.7T
- Per adviser
- $5.8B
- Advisers
- 628
Charles Schwab Investment Management, INC
San Francisco, CA · Est. 1990
- AUM
- $1.7T
- Per adviser
- $9.8B
- Advisers
- 175
Franklin Advisers, INC.
San Mateo, CA · Est. 1986
- AUM
- $509.5B
- Per adviser
- $1.9B
- Advisers
- 272
Dodge & Cox
San Francisco, CA · Est. 1959
- AUM
- $466.6B
- Per adviser
- $4.7B
- Advisers
- 100
No reported disclosures
Ares Management LLC
Los Angeles, CA · Est. 2005
- AUM
- $458.8B
- Per adviser
- $296M
- Advisers
- 1,550
Edelman Financial Engines
Santa Clara, CA · Est. 1998
- AUM
- $326.3B
- Per adviser
- $590M
- Advisers
- 553
No reported disclosures
Kkr Credit Advisors (US) LLC
San Francisco, CA · Est. 2008
- AUM
- $270.9B
- Per adviser
- $1.5B
- Advisers
- 181
Western Asset Management Company
Pasadena, CA · Est. 1971
- AUM
- $185.0B
- Per adviser
- $2.3B
- Advisers
- 82
Oaktree Capital Management, L.P.
Los Angeles, CA · Est. 1995
- AUM
- $183.3B
- Per adviser
- $650M
- Advisers
- 282
Global Retirement Partners LLC
San Rafael, CA · Est. 2014
- AUM
- $169.6B
- Per adviser
- $384M
- Advisers
- 442
No reported disclosures
Payden & Rygel
Los Angeles, CA · Est. 1983
- AUM
- $158.2B
- Per adviser
- $1.3B
- Advisers
- 122
No reported disclosures
Aperio Group, LLC
Sausalito, CA · Est. 2000
- AUM
- $152.1B
- Per adviser
- $1.7B
- Advisers
- 88
No reported disclosures
Wilshire
Santa Monica, CA · Est. 1990
- AUM
- $149.1B
- Per adviser
- $1.7B
- Advisers
- 86
No reported disclosures
Primecap Management Co
Pasadena, CA · Est. 1983
- AUM
- $139.3B
- Per adviser
- $6.3B
- Advisers
- 22
No reported disclosures
Capital Bank And Trust Company
Irvine, CA · Est. 2014
- AUM
- $139.3B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Silver Lake Technology Management, LLC
Menlo Park, CA · Est. 2012
- AUM
- $117.7B
- Per adviser
- $989M
- Advisers
- 119
No reported disclosures
Iconiq Capital, LLC
San Francisco, CA · Est. 2011
- AUM
- $117.5B
- Per adviser
- $744M
- Advisers
- 158
No reported disclosures
Hellman & Friedman LLC
San Francisco, CA · Est. 2012
- AUM
- $110.4B
- Per adviser
- $1.8B
- Advisers
- 60
No reported disclosures
Stepstone Group LP
La Jolla, CA · Est. 2007
- AUM
- $107.8B
- Per adviser
- $516M
- Advisers
- 209
No reported disclosures
Andreessen Horowitz
Menlo Park, CA · Est. 2019
- AUM
- $106.5B
- Per adviser
- $1.2B
- Advisers
- 88
No reported disclosures
Vista Equity Partners Management, LLC
San Francisco, CA · Est. 2012
- AUM
- $106.0B
- Per adviser
- $667M
- Advisers
- 159
No reported disclosures
Pathway Capital Management, LP
Irvine, CA · Est. 1997
- AUM
- $97.8B
- Per adviser
- $1.1B
- Advisers
- 88
No reported disclosures
Ares Capital Management LLC
Los Angeles, CA · Est. 2004
- AUM
- $97.6B
- Per adviser
- $238M
- Advisers
- 411
No reported disclosures
Wcm Investment Management
Laguna Beach, CA · Est. 1976
- AUM
- $96.8B
- Per adviser
- $2.2B
- Advisers
- 44
No reported disclosures
Assetmark, INC.
Concord, CA · Est. 1999
- AUM
- $91.8B
- Per adviser
- $341M
- Advisers
- 269
Pantheon
San Francisco, CA · Est. 2010
- AUM
- $87.7B
- Per adviser
- $1.6B
- Advisers
- 56
No reported disclosures
Leonard Green & Partners, L.P.
Los Angeles, CA · Est. 2012
- AUM
- $85.6B
- Per adviser
- $1.5B
- Advisers
- 57
No reported disclosures
Clearlake Capital Group, L.P.
Santa Monica, CA · Est. 2012
- AUM
- $83.6B
- Per adviser
- $861M
- Advisers
- 97
No reported disclosures
Sequoia Capital Operations, LLC
Menlo Park, CA · Est. 2022
- AUM
- $82.2B
- Per adviser
- $2.6B
- Advisers
- 32
No reported disclosures
Tcw Asset Management Company LLC
Los Angeles, CA · Est. 1970
- AUM
- $81.2B
- Per adviser
- $560M
- Advisers
- 145
No reported disclosures
Metropolitan West Asset Management LLC
Los Angeles, CA · Est. 1996
- AUM
- $78.5B
- Per adviser
- $913M
- Advisers
- 86
No reported disclosures
Alan Biller And Associates
Menlo Park, CA · Est. 1995
- AUM
- $65.1B
- Per adviser
- $2.7B
- Advisers
- 24
No reported disclosures
Causeway Capital Management LLC
Los Angeles, CA · Est. 2001
- AUM
- $62.2B
- Per adviser
- $1.6B
- Advisers
- 40
No reported disclosures
Ieq Capital, LLC
Foster City, CA · Est. 2019
- AUM
- $56.8B
- Per adviser
- $294M
- Advisers
- 193
No reported disclosures
Beacon Pointe Advisors, LLC
Newport Beach, CA · Est. 2002
- AUM
- $54.9B
- Per adviser
- $125M
- Advisers
- 440
No reported disclosures
Sb Investment Advisers (US) INC.
Menlo Park, CA · Est. 2017
- AUM
- $53.5B
- Per adviser
- $798M
- Advisers
- 67
No reported disclosures
Farallon Capital Management, L.L.C.
San Francisco, CA · Est. 1996
- AUM
- $52.1B
- Per adviser
- $404M
- Advisers
- 129
No reported disclosures
Capital International, INC.
Los Angeles, CA · Est. 1988
- AUM
- $51.9B
- Per adviser
- $1.1B
- Advisers
- 46
No reported disclosures
Genstar Capital
San Francisco, CA · Est. 2012
- AUM
- $51.3B
- Per adviser
- $1.8B
- Advisers
- 28
No reported disclosures
Lightspeed Venture Partners
Menlo Park, CA · Est. 2025
- AUM
- $50.0B
- Per adviser
- $400M
- Advisers
- 125
No reported disclosures
Crescent Capital Group LP
Los Angeles, CA · Est. 2010
- AUM
- $49.7B
- Per adviser
- $425M
- Advisers
- 117
No reported disclosures
Cliffwater LLC
Marina Del Rey, CA · Est. 2004
- AUM
- $48.5B
- Per adviser
- $462M
- Advisers
- 105
No reported disclosures
Wealthfront Advisers LLC
Palo Alto, CA · Est. 2008
- AUM
- $47.7B
- Per adviser
- $2.0B
- Advisers
- 24
Platinum Equity Advisors, LLC
Beverly Hills, CA · Est. 2012
- AUM
- $47.7B
- Per adviser
- $264M
- Advisers
- 181
No reported disclosures
Francisco Partners
San Francisco, CA · Est. 2012
- AUM
- $47.1B
- Per adviser
- $506M
- Advisers
- 93
No reported disclosures
Canterbury Consulting Incorporated
Newport Beach, CA · Est. 1989
- AUM
- $45.9B
- Per adviser
- $1.8B
- Advisers
- 25
No reported disclosures
Chandler Asset Management INC
San Diego, CA · Est. 1993
- AUM
- $45.3B
- Per adviser
- $2.3B
- Advisers
- 20
No reported disclosures
Ep Wealth Advisors
Torrance, CA · Est. 1987
- AUM
- $45.1B
- Per adviser
- $141M
- Advisers
- 320
No reported disclosures
Aristotle Capital Management, LLC
Los Angeles, CA · Est. 2001
- AUM
- $43.5B
- Per adviser
- $2.4B
- Advisers
- 18
No reported disclosures
Pacific Life Fund Advisors LLC
Newport Beach, CA · Est. 1980
- AUM
- $42.8B
- Per adviser
- $2.3B
- Advisers
- 19
No reported disclosures
Capital Group Private Client Services, INC.
Los Angeles, CA · Est. 2021
- AUM
- $42.7B
- Per adviser
- $445M
- Advisers
- 96
No reported disclosures
Lido
Los Angeles, CA · Est. 2015
- AUM
- $42.5B
- Per adviser
- $181M
- Advisers
- 235
No reported disclosures
Callan
San Francisco, CA · Est. 1973
- AUM
- $41.9B
- Per adviser
- $256M
- Advisers
- 164
No reported disclosures
Stepstone Group Real Assets LP
La Jolla, CA · Est. 2015
- AUM
- $41.5B
- Per adviser
- $488M
- Advisers
- 85
No reported disclosures
Parnassus Investments, LLC
San Francisco, CA · Est. 2021
- AUM
- $41.1B
- Per adviser
- $1.5B
- Advisers
- 28
No reported disclosures
Brandes Investment Partners, LP
La Jolla, CA · Est. 1985
- AUM
- $40.6B
- Per adviser
- $1.2B
- Advisers
- 35
No reported disclosures
Los Angeles Capital Management LLC
Los Angeles, CA · Est. 2002
- AUM
- $40.6B
- Per adviser
- $882M
- Advisers
- 46
No reported disclosures
Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA · Est. 1985
- AUM
- $39.4B
- Per adviser
- $837M
- Advisers
- 47
No reported disclosures
Tcw Investment Management Company LLC
Los Angeles, CA · Est. 1987
- AUM
- $38.8B
- Per adviser
- $341M
- Advisers
- 114
No reported disclosures
Wealthspire Retirement Advisory
Aliso Viejo, CA · Est. 2006
- AUM
- $38.6B
- Per adviser
- $278M
- Advisers
- 139
No reported disclosures
Accel Management Co. L.L.C
Palo Alto, CA · Est. 2024
- AUM
- $38.0B
- Per adviser
- $761M
- Advisers
- 50
No reported disclosures
Sageview Advisory Group, LLC
Newport Beach, CA · Est. 2005
- AUM
- $37.5B
- Per adviser
- $335M
- Advisers
- 112
No reported disclosures
Dragoneer Investment Group, LLC
San Francisco, CA · Est. 2012
- AUM
- $37.0B
- Per adviser
- $1.7B
- Advisers
- 22
No reported disclosures
Hotchkis And Wiley Capital Management, LLC
Los Angeles, CA · Est. 2001
- AUM
- $36.9B
- Per adviser
- $1.2B
- Advisers
- 32
No reported disclosures
Woodline Partners LP
San Francisco, CA · Est. 2019
- AUM
- $36.7B
- Per adviser
- $764M
- Advisers
- 48
No reported disclosures
New Enterprise Associates
Menlo Park, CA · Est. 2023
- AUM
- $35.6B
- Per adviser
- $698M
- Advisers
- 51
No reported disclosures
Allworth Financial, L.P.
Folsom, CA · Est. 2007
- AUM
- $33.6B
- Per adviser
- $203M
- Advisers
- 165
No reported disclosures
Ares Commercial Real Estate Management LLC
Los Angeles, CA · Est. 2011
- AUM
- $32.5B
- Per adviser
- $133M
- Advisers
- 245
No reported disclosures
Svb Asset Management
San Francisco, CA · Est. 2003
- AUM
- $32.3B
- Per adviser
- $1.3B
- Advisers
- 24
No reported disclosures
First Pacific Advisors, LP
El Segundo, CA · Est. 2006
- AUM
- $32.0B
- Per adviser
- $1.5B
- Advisers
- 21
No reported disclosures
Fuller & Thaler Asset Management INC
San Mateo, CA · Est. 1993
- AUM
- $30.3B
- Per adviser
- $2.8B
- Advisers
- 11
No reported disclosures
Beach Point Capital Management LP
Santa Monica, CA · Est. 2008
- AUM
- $29.8B
- Per adviser
- $387M
- Advisers
- 77
No reported disclosures
Voleon Capital Management LP
Berkeley, CA · Est. 2013
- AUM
- $29.4B
- Per adviser
- $1.0B
- Advisers
- 28
No reported disclosures
Research Affiliates
Newport Beach, CA · Est. 2002
- AUM
- $27.8B
- Per adviser
- $960M
- Advisers
- 29
No reported disclosures
Aristotle Pacific Capital, LLC
Newport Beach, CA · Est. 2019
- AUM
- $26.8B
- Per adviser
- $1.2B
- Advisers
- 22
No reported disclosures
H&H International Investment, LLC
Palo Alto, CA · Est. 2018
- AUM
- $25.5B
- Per adviser
- $12.7B
- Advisers
- 2
No reported disclosures
Makena Capital Management, LLC
Menlo Park, CA · Est. 2012
- AUM
- $24.3B
- Per adviser
- $809M
- Advisers
- 30
No reported disclosures
Accel-Kkr
Menlo Park, CA · Est. 2012
- AUM
- $23.8B
- Per adviser
- $301M
- Advisers
- 79
No reported disclosures
Horsley Bridge Partners LLC
San Francisco, CA · Est. 1997
- AUM
- $23.6B
- Per adviser
- $2.4B
- Advisers
- 10
No reported disclosures
K1 Investment Management LLC
Manhattan Beach, CA · Est. 2016
- AUM
- $23.6B
- Per adviser
- $369M
- Advisers
- 64
No reported disclosures
Jordan Park Group LLC
San Francisco, CA · Est. 2017
- AUM
- $23.3B
- Per adviser
- $235M
- Advisers
- 99
No reported disclosures
Seia
Los Angeles, CA · Est. 1999
- AUM
- $22.5B
- Per adviser
- $176M
- Advisers
- 128
No reported disclosures
Tcv
Menlo Park, CA · Est. 2012
- AUM
- $22.5B
- Per adviser
- $512M
- Advisers
- 44
No reported disclosures
Prime Finance Advisor, L.P.
San Francisco, CA · Est. 2012
- AUM
- $22.2B
- Per adviser
- $244M
- Advisers
- 91
No reported disclosures
Stockbridge Capital Group, LLC
San Francisco, CA · Est. 2009
- AUM
- $21.5B
- Per adviser
- $798M
- Advisers
- 27
No reported disclosures
Pnmac Capital Management, LLC
Westlake Village, CA · Est. 2008
- AUM
- $21.3B
- Per adviser
- $577M
- Advisers
- 37
No reported disclosures
Core And Value Advisors, LLC
San Francisco, CA · Est. 2011
- AUM
- $21.2B
- Per adviser
- $275M
- Advisers
- 77
No reported disclosures
Ribbit Capital
Palo Alto, CA · Est. 2017
- AUM
- $20.8B
- Per adviser
- $1.5B
- Advisers
- 14
No reported disclosures
Baker Street Advisors, LLC
San Francisco, CA · Est. 2003
- AUM
- $20.8B
- Per adviser
- $1.4B
- Advisers
- 15
No reported disclosures
Meketa Fiduciary Management, LLC
Carlsbad, CA · Est. 2022
- AUM
- $20.1B
- Per adviser
- $20.1B
- Advisers
- 1
No reported disclosures
Pccp, LLC
Los Angeles, CA · Est. 2012
- AUM
- $20.1B
- Per adviser
- $242M
- Advisers
- 83
No reported disclosures
Ares Capital Management II LLC
Los Angeles, CA · Est. 2011
- AUM
- $19.6B
- Per adviser
- $33M
- Advisers
- 597
No reported disclosures
Alpine Investors
San Francisco, CA · Est. 2012
- AUM
- $18.9B
- Per adviser
- $259M
- Advisers
- 73
No reported disclosures
Altimeter Capital Management, LP
Menlo Park, CA · Est. 2012
- AUM
- $18.8B
- Per adviser
- $1.4B
- Advisers
- 13
No reported disclosures
Comprehensive Financial Management LLC
Los Gatos, CA · Est. 2012
- AUM
- $18.5B
- Per adviser
- $1.2B
- Advisers
- 15
No reported disclosures
Greenoaks
San Francisco, CA · Est. 2015
- AUM
- $18.3B
- Per adviser
- $962M
- Advisers
- 19
No reported disclosures
Aspiriant, LLC
Los Angeles, CA · Est. 2008
- AUM
- $18.0B
- Per adviser
- $172M
- Advisers
- 105
No reported disclosures
Mercury Advisory, LLC
San Francisco, CA · Est. 2020
- AUM
- $17.9B
- Per adviser
- $4.5B
- Advisers
- 4
No reported disclosures
Patient Square Capital, LP
Menlo Park, CA · Est. 2021
- AUM
- $17.5B
- Per adviser
- $350M
- Advisers
- 50
No reported disclosures
Penserra Capital Management LLC
Orinda, CA · Est. 2014
- AUM
- $17.5B
- Per adviser
- $2.5B
- Advisers
- 7
No reported disclosures
Evoke Advisors
Los Angeles, CA · Est. 2019
- AUM
- $17.3B
- Per adviser
- $691M
- Advisers
- 25
No reported disclosures
Stepstone Group Real Estate LP
La Jolla, CA · Est. 2015
- AUM
- $17.2B
- Per adviser
- $181M
- Advisers
- 95
No reported disclosures
Aristotle Investment Services, LLC
Newport Beach, CA · Est. 2023
- AUM
- $16.5B
- Per adviser
- $2.4B
- Advisers
- 7
No reported disclosures
Freestone Grove Partners LP
San Francisco, CA · Est. 2024
- AUM
- $16.5B
- Per adviser
- $157M
- Advisers
- 105
No reported disclosures
Divco West Real Estate Services, LLC
San Francisco, CA · Est. 2012
- AUM
- $16.3B
- Per adviser
- $243M
- Advisers
- 67
No reported disclosures
Farther
San Francisco, CA · Est. 2019
- AUM
- $16.0B
- Per adviser
- $64M
- Advisers
- 252
No reported disclosures
Ci Global Investments INC.
Oakland, CA · Est. 2011
- AUM
- $14.7B
- Per adviser
- $7.4B
- Advisers
- 2
No reported disclosures
Paamco Prisma, LLC
Newport Beach, CA · Est. 2000
- AUM
- $14.5B
- Per adviser
- $438M
- Advisers
- 33
No reported disclosures
Tsg Consumer Partners LP
Larkspur, CA · Est. 2012
- AUM
- $14.3B
- Per adviser
- $396M
- Advisers
- 36
No reported disclosures
Oaktree Fund Advisors, LLC
Los Angeles, CA · Est. 2018
- AUM
- $14.1B
- Per adviser
- $63M
- Advisers
- 225
No reported disclosures
Meritage Group LP
San Francisco, CA · Est. 2007
- AUM
- $14.1B
- Per adviser
- $522M
- Advisers
- 27
No reported disclosures
Mission Wealth Management, LP
Santa Barbara, CA · Est. 2002
- AUM
- $13.9B
- Per adviser
- $119M
- Advisers
- 117
No reported disclosures
Concentric
Walnut Creek, CA · Est. 2022
- AUM
- $13.9B
- Per adviser
- $869M
- Advisers
- 16
No reported disclosures
Pinegrove Venture Partners, LLC
Menlo Park, CA · Est. 2023
- AUM
- $13.7B
- Per adviser
- $722M
- Advisers
- 19
Stg Partners, LLC
Menlo Park, CA · Est. 2017
- AUM
- $13.4B
- Per adviser
- $154M
- Advisers
- 87
No reported disclosures
Acorns
Irvine, CA · Est. 2013
- AUM
- $13.4B
- Per adviser
- $956M
- Advisers
- 14
No reported disclosures
Parthenon Capital Partners
San Francisco, CA · Est. 2012
- AUM
- $13.4B
- Per adviser
- $371M
- Advisers
- 36
No reported disclosures
Asia Alternatives Management LLC
San Francisco, CA · Est. 2006
- AUM
- $13.2B
- Per adviser
- $602M
- Advisers
- 22
No reported disclosures
Post Advisory Group, LLC
Los Angeles, CA · Est. 2000
- AUM
- $13.0B
- Per adviser
- $543M
- Advisers
- 24
No reported disclosures
Independent Financial Group, LLC
San Diego, CA · Est. 2004
- AUM
- $12.9B
- Per adviser
- $27M
- Advisers
- 476
Pacific Private Fund Advisors LLC
Newport Beach, CA · Est. 2013
- AUM
- $12.2B
- Per adviser
- $1.5B
- Advisers
- 8
No reported disclosures
Gusto Investment Services, LLC
San Francisco, CA · Est. 2015
- AUM
- $12.0B
- Per adviser
- $6.0B
- Advisers
- 2
No reported disclosures
Levine Leichtman Capital Partners, LLC
Beverly Hills, CA · Est. 2006
- AUM
- $11.9B
- Per adviser
- $228M
- Advisers
- 52
No reported disclosures
Paradigm Operations LP
San Francisco, CA · Est. 2019
- AUM
- $11.9B
- Per adviser
- $913M
- Advisers
- 13
No reported disclosures
Ftv Capital
San Francisco, CA · Est. 2026
- AUM
- $11.9B
- Per adviser
- $180M
- Advisers
- 66
No reported disclosures
137 Ventures Management, LLC
San Francisco, CA · Est. 2015
- AUM
- $11.8B
- Per adviser
- $1.3B
- Advisers
- 9
No reported disclosures
Everett Harris & Co
Los Angeles, CA · Est. 1940
- AUM
- $11.5B
- Per adviser
- $887M
- Advisers
- 13
No reported disclosures
Vanguard Personalized Indexing Management
Oakland, CA · Est. 2019
- AUM
- $11.4B
- Per adviser
- $2.3B
- Advisers
- 5
No reported disclosures
Perigon Wealth Management, LLC
San Francisco, CA · Est. 2004
- AUM
- $11.3B
- Per adviser
- $123M
- Advisers
- 92
No reported disclosures
Valueact Capital Management, L.P.
San Francisco, CA · Est. 2010
- AUM
- $11.3B
- Per adviser
- $940M
- Advisers
- 12
Camden Asset Management
Los Angeles, CA · Est. 1991
- AUM
- $11.2B
- Per adviser
- $2.2B
- Advisers
- 5
No reported disclosures
Golden Gate Capital
San Francisco, CA · Est. 2012
- AUM
- $11.2B
- Per adviser
- $223M
- Advisers
- 50
No reported disclosures
Pure Financial Advisors, LLC
San Diego, CA · Est. 2009
- AUM
- $11.1B
- Per adviser
- $145M
- Advisers
- 76
No reported disclosures
Rpa Financial, LLC
San Rafael, CA · Est. 2018
- AUM
- $10.9B
- Per adviser
- $2.7B
- Advisers
- 4
No reported disclosures
Hggc, LLC
Palo Alto, CA · Est. 2007
- AUM
- $10.8B
- Per adviser
- $278M
- Advisers
- 39
No reported disclosures
Generation Investment Management US LLP
San Francisco, CA · Est. 2004
- AUM
- $10.5B
- Per adviser
- $1.1B
- Advisers
- 10
No reported disclosures
Sequoia Global Equities
Menlo Park, CA · Est. 2012
- AUM
- $10.4B
- Per adviser
- $650M
- Advisers
- 16
No reported disclosures
Shuster Advisory Group, LLC
Pasadena, CA · Est. 2015
- AUM
- $10.3B
- Per adviser
- $938M
- Advisers
- 11
No reported disclosures
Parallel Advisors, LLC
San Francisco, CA · Est. 2007
- AUM
- $10.3B
- Per adviser
- $169M
- Advisers
- 61
No reported disclosures
Algert Global LLC
San Francisco, CA · Est. 2003
- AUM
- $10.2B
- Per adviser
- $927M
- Advisers
- 11
No reported disclosures
Planmember Securities Corporation
Carpinteria, CA · Est. 1991
- AUM
- $10.1B
- Per adviser
- $24M
- Advisers
- 425
Jericho Capital Asset Management L.P.
Los Angeles, CA · Est. 2012
- AUM
- $10.1B
- Per adviser
- $1.3B
- Advisers
- 8
No reported disclosures
Main Street Advisors
Santa Monica, CA · Est. 2019
- AUM
- $9.6B
- Per adviser
- $567M
- Advisers
- 17
No reported disclosures
Seven Post Investment Office LP
San Francisco, CA · Est. 2011
- AUM
- $9.6B
- Per adviser
- $686M
- Advisers
- 14
No reported disclosures
Fisher Lynch Capital, LLC
Burlingame, CA · Est. 2012
- AUM
- $9.5B
- Per adviser
- $865M
- Advisers
- 11
No reported disclosures
Composition Wealth, LLC
Los Angeles, CA · Est. 2012
- AUM
- $9.5B
- Per adviser
- $150M
- Advisers
- 63
No reported disclosures
Gryphon Advisors, LLC
San Francisco, CA · Est. 2012
- AUM
- $9.3B
- Per adviser
- $146M
- Advisers
- 64
No reported disclosures
Situational Awareness LP
San Francisco, CA · Est. 2025
- AUM
- $9.3B
- Per adviser
- $2.3B
- Advisers
- 4
No reported disclosures
Industry Ventures
San Francisco, CA · Est. 2012
- AUM
- $9.1B
- Per adviser
- $349M
- Advisers
- 26
Alphacore Capital LLC
La Jolla, CA · Est. 2016
- AUM
- $9.0B
- Per adviser
- $131M
- Advisers
- 69
No reported disclosures
Marlin Equity Partners
Hermosa Beach, CA · Est. 2012
- AUM
- $9.0B
- Per adviser
- $170M
- Advisers
- 53
No reported disclosures
Axxcess Wealth Management, LLC
Carlsbad, CA · Est. 2012
- AUM
- $8.9B
- Per adviser
- $202M
- Advisers
- 44
No reported disclosures
Robertson Stephens
San Francisco, CA · Est. 2017
- AUM
- $8.8B
- Per adviser
- $131M
- Advisers
- 67
No reported disclosures
Mesa West Capital
Los Angeles, CA · Est. 2011
- AUM
- $8.7B
- Per adviser
- $395M
- Advisers
- 22
No reported disclosures
Crosspoint Capital Partners, LP
Menlo Park, CA · Est. 2020
- AUM
- $8.7B
- Per adviser
- $414M
- Advisers
- 21
No reported disclosures
One Capital Management, LLC
Westlake Village, CA · Est. 2001
- AUM
- $8.5B
- Per adviser
- $155M
- Advisers
- 55
No reported disclosures
Aequim Alternative Investments LP
Mill Valley, CA · Est. 2018
- AUM
- $8.2B
- Per adviser
- $2.1B
- Advisers
- 4
No reported disclosures
Ironwood Capital Management Corp
San Francisco, CA · Est. 1999
- AUM
- $8.2B
- Per adviser
- $914M
- Advisers
- 9
No reported disclosures
Human Interest Advisors LLC
San Francisco, CA · Est. 2015
- AUM
- $8.1B
- Per adviser
- $4.1B
- Advisers
- 2
No reported disclosures
Context Capital Management LLC
La Jolla, CA · Est. 2005
- AUM
- $8.0B
- Per adviser
- $1.0B
- Advisers
- 8
No reported disclosures
Carmel Partners
San Francisco, CA · Est. 2012
- AUM
- $8.0B
- Per adviser
- $726M
- Advisers
- 11
No reported disclosures
Fpa Real Estate Advisers Group, LLC
Irvine, CA · Est. 2017
- AUM
- $8.0B
- Per adviser
- $613M
- Advisers
- 13
No reported disclosures
Icg Advisors, LLC
Los Angeles, CA · Est. 2008
- AUM
- $7.9B
- Per adviser
- $330M
- Advisers
- 24
No reported disclosures
Westbridge Capital US Advisors, LP
San Mateo, CA · Est. 2012
- AUM
- $7.9B
- Per adviser
- $157M
- Advisers
- 50
No reported disclosures
Quid Capital Group Holdings, LLC
Santa Monica, CA · Est. 2020
- AUM
- $7.8B
- Per adviser
- $1.3B
- Advisers
- 6
No reported disclosures
Stamos Capital Partners, L.P.
Menlo Park, CA · Est. 2005
- AUM
- $7.6B
- Per adviser
- $449M
- Advisers
- 17
No reported disclosures
Mcmorgan & Company LLC
San Francisco, CA · Est. 2001
- AUM
- $7.6B
- Per adviser
- $544M
- Advisers
- 14
No reported disclosures
Bailard, INC.
Foster City, CA · Est. 1972
- AUM
- $7.6B
- Per adviser
- $180M
- Advisers
- 42
No reported disclosures
Osterweis Capital Management
San Francisco, CA · Est. 1997
- AUM
- $7.5B
- Per adviser
- $536M
- Advisers
- 14
No reported disclosures
Westcap Management, LLC
San Francisco, CA · Est. 2020
- AUM
- $7.4B
- Per adviser
- $496M
- Advisers
- 15
No reported disclosures
Centaurus Financial, INC.
Anaheim, CA · Est. 1999
- AUM
- $7.3B
- Per adviser
- $20M
- Advisers
- 375
Pacific Heights Asset Management, LLC
San Francisco, CA · Est. 2003
- AUM
- $7.3B
- Per adviser
- $3.6B
- Advisers
- 2
No reported disclosures
Angeles Investment Advisors
Santa Monica, CA · Est. 2001
- AUM
- $7.3B
- Per adviser
- $428M
- Advisers
- 17
No reported disclosures
Top Tier Capital Partners, LLC
San Francisco, CA · Est. 2007
- AUM
- $7.3B
- Per adviser
- $346M
- Advisers
- 21
No reported disclosures
Bondbloxx
Larkspur, CA · Est. 2021
- AUM
- $7.2B
- Per adviser
- $1.4B
- Advisers
- 5
No reported disclosures
Butterfly Equity LP
Beverly Hills, CA · Est. 2018
- AUM
- $7.1B
- Per adviser
- $337M
- Advisers
- 21
No reported disclosures
Galvanize Climate Solutions LLC
San Francisco, CA · Est. 2021
- AUM
- $7.0B
- Per adviser
- $179M
- Advisers
- 39
No reported disclosures
Frazier Life Sciences Management, LP
Palo Alto, CA · Est. 2021
- AUM
- $7.0B
- Per adviser
- $148M
- Advisers
- 47
No reported disclosures
Medley Partners Management LLC
San Francisco, CA · Est. 2018
- AUM
- $7.0B
- Per adviser
- $870M
- Advisers
- 8
No reported disclosures
Signature Investment Advisors, LLC
Los Angeles, CA · Est. 2012
- AUM
- $6.8B
- Per adviser
- $845M
- Advisers
- 8
No reported disclosures
Bivium Capital Partners, LLC
San Francisco, CA · Est. 2005
- AUM
- $6.7B
- Per adviser
- $673M
- Advisers
- 10
No reported disclosures
Shamrock Capital Advisors, LLC
Los Angeles, CA · Est. 2012
- AUM
- $6.7B
- Per adviser
- $150M
- Advisers
- 45
No reported disclosures
Matthews International Capital Management, LLC
San Francisco, CA · Est. 1996
- AUM
- $6.6B
- Per adviser
- $302M
- Advisers
- 22
No reported disclosures
Turn/River Management, L.P.
San Francisco, CA · Est. 2018
- AUM
- $6.6B
- Per adviser
- $76M
- Advisers
- 87
No reported disclosures
Omnicap Group LLC
El Segundo, CA · Est. 2004
- AUM
- $6.5B
- Per adviser
- $1.6B
- Advisers
- 4
No reported disclosures
Nwf Advisory Services INC
Los Angeles, CA · Est. 1998
- AUM
- $6.4B
- Per adviser
- $63M
- Advisers
- 102
No reported disclosures
Aurora Capital Partners Management Vi L.P.
Los Angeles, CA · Est. 2022
- AUM
- $6.2B
- Per adviser
- $248M
- Advisers
- 25
No reported disclosures
Fairfield Realty Advisors LLC
San Diego, CA · Est. 2019
- AUM
- $6.2B
- Per adviser
- $42M
- Advisers
- 149
No reported disclosures
Dorsal Capital Management, LP
Redwood City, CA · Est. 2012
- AUM
- $6.2B
- Per adviser
- $516M
- Advisers
- 12
No reported disclosures
Riverwood Capital Management L.P.
Menlo Park, CA · Est. 2012
- AUM
- $6.2B
- Per adviser
- $220M
- Advisers
- 28
No reported disclosures
Freeman Spogli
Los Angeles, CA · Est. 2012
- AUM
- $6.2B
- Per adviser
- $220M
- Advisers
- 28
No reported disclosures
Bvf Partners L.P.
San Francisco, CA · Est. 2012
- AUM
- $6.1B
- Per adviser
- $611M
- Advisers
- 10
Lm Capital Group, LLC
San Diego, CA · Est. 2002
- AUM
- $6.1B
- Per adviser
- $678M
- Advisers
- 9
No reported disclosures
Vivo Capital, LLC
Palo Alto, CA · Est. 2014
- AUM
- $6.1B
- Per adviser
- $190M
- Advisers
- 32
No reported disclosures
Snyder Capital Management LP
San Francisco, CA · Est. 1997
- AUM
- $6.1B
- Per adviser
- $762M
- Advisers
- 8
No reported disclosures
Kcm Investment Advisors
Greenbrae, CA · Est. 1998
- AUM
- $6.0B
- Per adviser
- $669M
- Advisers
- 9
No reported disclosures
Capital Research & Consulting LLC
Pasadena, CA · Est. 1999
- AUM
- $6.0B
- Per adviser
- $3.0B
- Advisers
- 2
No reported disclosures
Parallax Volatility Advisers, L.P.
San Francisco, CA · Est. 2012
- AUM
- $6.0B
- Per adviser
- $315M
- Advisers
- 19
No reported disclosures
Seidler Equity Partners
Marina Del Rey, CA · Est. 2012
- AUM
- $5.9B
- Per adviser
- $238M
- Advisers
- 25
No reported disclosures
Westmount Partners, LLC
Los Angeles, CA · Est. 2011
- AUM
- $5.9B
- Per adviser
- $330M
- Advisers
- 18
No reported disclosures
Index Fund Advisors, INC.
Irvine, CA · Est. 2000
- AUM
- $5.9B
- Per adviser
- $198M
- Advisers
- 30
No reported disclosures
American Assets Investment Management, LLC
San Diego, CA · Est. 2006
- AUM
- $5.9B
- Per adviser
- $2.9B
- Advisers
- 2
No reported disclosures
Sabal Investment Advisors, LLC
Irvine, CA · Est. 2016
- AUM
- $5.8B
- Per adviser
- $583M
- Advisers
- 10
No reported disclosures
Stepstone Group Private Debt LLC
La Jolla, CA · Est. 2022
- AUM
- $5.8B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Dalton Investments, INC.
El Segundo, CA · Est. 2021
- AUM
- $5.7B
- Per adviser
- $336M
- Advisers
- 17
No reported disclosures
Wedbush Securities INC.
Pasadena, CA · Est. 1970
- AUM
- $5.7B
- Per adviser
- $28M
- Advisers
- 202
Metis Global Partners, LLC
San Diego, CA · Est. 2015
- AUM
- $5.7B
- Per adviser
- $1.1B
- Advisers
- 5
No reported disclosures
Dunham
San Diego, CA · Est. 1985
- AUM
- $5.6B
- Per adviser
- $625M
- Advisers
- 9
No reported disclosures
Alphapoint, INC.
Corona Del Mar, CA · Est. 2004
- AUM
- $5.6B
- Per adviser
- $5.6B
- Advisers
- 1
No reported disclosures
Sierra Investment Partners, INC.
Walnut Creek, CA · Est. 1995
- AUM
- $5.5B
- Per adviser
- $1.1B
- Advisers
- 5
No reported disclosures
Altos Ventures Management, INC.
Burlingame, CA · Est. 2017
- AUM
- $5.4B
- Per adviser
- $259M
- Advisers
- 21
No reported disclosures
Quiet Capital Management, LLC
San Francisco, CA · Est. 2020
- AUM
- $5.4B
- Per adviser
- $599M
- Advisers
- 9
No reported disclosures
Silver Rock Financial LP
Los Angeles, CA · Est. 2016
- AUM
- $5.4B
- Per adviser
- $336M
- Advisers
- 16
No reported disclosures
Sofinnova Investments, INC.
Menlo Park, CA · Est. 2017
- AUM
- $5.4B
- Per adviser
- $268M
- Advisers
- 20
No reported disclosures
Arena Capital Advisors
Los Angeles, CA · Est. 2014
- AUM
- $5.3B
- Per adviser
- $592M
- Advisers
- 9
No reported disclosures
Glendon Capital Management L.P.
Santa Monica, CA · Est. 2013
- AUM
- $5.2B
- Per adviser
- $476M
- Advisers
- 11
No reported disclosures
Leading Edge Investment Advisors,LLC
San Francisco, CA · Est. 2007
- AUM
- $5.2B
- Per adviser
- $646M
- Advisers
- 8
No reported disclosures
Nexus Capital Management LP
Los Angeles, CA · Est. 2014
- AUM
- $5.1B
- Per adviser
- $244M
- Advisers
- 21
No reported disclosures
Serent Capital Management Company, L.L.C.
San Francisco, CA · Est. 2012
- AUM
- $5.1B
- Per adviser
- $71M
- Advisers
- 72
No reported disclosures
White Oak Global Advisors, LLC
San Francisco, CA · Est. 2009
- AUM
- $5.1B
- Per adviser
- $160M
- Advisers
- 32
No reported disclosures
Genter Capital Management
Los Angeles, CA · Est. 1998
- AUM
- $5.1B
- Per adviser
- $392M
- Advisers
- 13
No reported disclosures
Bakeravenue
San Francisco, CA · Est. 2004
- AUM
- $5.1B
- Per adviser
- $175M
- Advisers
- 29
No reported disclosures
First Foundation Advisors
Irvine, CA · Est. 1990
- AUM
- $5.1B
- Per adviser
- $203M
- Advisers
- 25
No reported disclosures
Percheron Capital
San Francisco, CA · Est. 2021
- AUM
- $5.1B
- Per adviser
- $80M
- Advisers
- 63
No reported disclosures
Tcg Crossover Management, LLC
Palo Alto, CA · Est. 2020
- AUM
- $5.1B
- Per adviser
- $562M
- Advisers
- 9
No reported disclosures
Empyrean Capital Partners, LP
Los Angeles, CA · Est. 2006
- AUM
- $5.0B
- Per adviser
- $292M
- Advisers
- 17
No reported disclosures
Destination Wealth Management
Walnut Creek, CA · Est. 1996
- AUM
- $4.9B
- Per adviser
- $160M
- Advisers
- 31
No reported disclosures
Private Management Group INC
Irvine, CA · Est. 1986
- AUM
- $4.9B
- Per adviser
- $234M
- Advisers
- 21
No reported disclosures
Redmile Group
Larkspur, CA · Est. 2007
- AUM
- $4.7B
- Per adviser
- $313M
- Advisers
- 15
No reported disclosures
Menlo Equities
Menlo Park, CA · Est. 2012
- AUM
- $4.7B
- Per adviser
- $293M
- Advisers
- 16
No reported disclosures
Route One Investment Company, L.P.
San Francisco, CA · Est. 2011
- AUM
- $4.7B
- Per adviser
- $585M
- Advisers
- 8
No reported disclosures
Globeflex Capital LP
San Diego, CA · Est. 1994
- AUM
- $4.6B
- Per adviser
- $460M
- Advisers
- 10
No reported disclosures
Hawk Ridge Capital Management LP
Los Angeles, CA · Est. 2015
- AUM
- $4.5B
- Per adviser
- $453M
- Advisers
- 10
No reported disclosures
Signalfire
San Francisco, CA · Est. 2020
- AUM
- $4.5B
- Per adviser
- $251M
- Advisers
- 18
No reported disclosures
Halseypoint Asset Management
El Segundo, CA · Est. 2019
- AUM
- $4.5B
- Per adviser
- $501M
- Advisers
- 9
No reported disclosures
Clifford Swan Investment Counselors
Pasadena, CA · Est. 1999
- AUM
- $4.5B
- Per adviser
- $264M
- Advisers
- 17
No reported disclosures
Skyknight Capital, L.P.
Burlingame, CA · Est. 2017
- AUM
- $4.4B
- Per adviser
- $201M
- Advisers
- 22
No reported disclosures
Bertram Capital Management LLC
Foster City, CA · Est. 2012
- AUM
- $4.4B
- Per adviser
- $148M
- Advisers
- 30
No reported disclosures
Next Legacy Management, LLC
Portola Valley, CA · Est. 2012
- AUM
- $4.4B
- Per adviser
- $401M
- Advisers
- 11
No reported disclosures
Sand Hill Global Advisors, LLC
Palo Alto, CA · Est. 2000
- AUM
- $4.4B
- Per adviser
- $274M
- Advisers
- 16
No reported disclosures
Syon Capital LLC
San Francisco, CA · Est. 2022
- AUM
- $4.4B
- Per adviser
- $876M
- Advisers
- 5
No reported disclosures
Human Capital
San Francisco, CA · Est. 2020
- AUM
- $4.4B
- Per adviser
- $292M
- Advisers
- 15
No reported disclosures
Sci Capital Partners LP
Los Angeles, CA · Est. 2024
- AUM
- $4.4B
- Per adviser
- $486M
- Advisers
- 9
No reported disclosures
Think Investments
San Francisco, CA · Est. 2013
- AUM
- $4.3B
- Per adviser
- $359M
- Advisers
- 12
No reported disclosures
Hennessy Advisors, INC.
Novato, CA · Est. 1990
- AUM
- $4.3B
- Per adviser
- $532M
- Advisers
- 8
No reported disclosures
Scharf Investments, LLC
Los Gatos, CA · Est. 1983
- AUM
- $4.2B
- Per adviser
- $281M
- Advisers
- 15
No reported disclosures
Halbert Hargrove
Long Beach, CA · Est. 1988
- AUM
- $4.2B
- Per adviser
- $117M
- Advisers
- 36
No reported disclosures
Truelink Capital Management, LLC
Los Angeles, CA · Est. 2022
- AUM
- $4.2B
- Per adviser
- $191M
- Advisers
- 22
No reported disclosures
Flaherty & Crumrine Incorporated
Pasadena, CA · Est. 1983
- AUM
- $4.1B
- Per adviser
- $519M
- Advisers
- 8
No reported disclosures
Steelpeak Wealth, LLC
Woodland Hills, CA · Est. 2012
- AUM
- $4.1B
- Per adviser
- $119M
- Advisers
- 35
No reported disclosures
North Reef Capital Management LP
Laguna Beach, CA · Est. 2022
- AUM
- $4.1B
- Per adviser
- $1.4B
- Advisers
- 3
No reported disclosures
Ipg Investment Advisors, LLC
San Diego, CA · Est. 2010
- AUM
- $4.1B
- Per adviser
- $109M
- Advisers
- 38
Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA · Est. 2014
- AUM
- $4.1B
- Per adviser
- $114M
- Advisers
- 36
No reported disclosures
Ffl
San Francisco, CA · Est. 2012
- AUM
- $4.1B
- Per adviser
- $121M
- Advisers
- 34
No reported disclosures
Altamont Capital Partners
Palo Alto, CA · Est. 2012
- AUM
- $4.0B
- Per adviser
- $106M
- Advisers
- 38
No reported disclosures
Hanwha Asset Management (USA) Ltd.
San Francisco, CA · Est. 2017
- AUM
- $4.0B
- Per adviser
- $266M
- Advisers
- 15
No reported disclosures
Brentwood Private Equity, LLC
Los Angeles, CA · Est. 2012
- AUM
- $4.0B
- Per adviser
- $221M
- Advisers
- 18
No reported disclosures
Im Global Partner Fund Management LLC
El Segundo, CA · Est. 1996
- AUM
- $4.0B
- Per adviser
- $992M
- Advisers
- 4
No reported disclosures
Team Hewins, LLC
Foster City, CA · Est. 2018
- AUM
- $4.0B
- Per adviser
- $189M
- Advisers
- 21
No reported disclosures
Pantera Capital
San Francisco, CA · Est. 2018
- AUM
- $4.0B
- Per adviser
- $264M
- Advisers
- 15
No reported disclosures
Vernal Point Advisors, LLC
San Francisco, CA · Est. 2015
- AUM
- $3.9B
- Per adviser
- $492M
- Advisers
- 8
No reported disclosures
Ocean Park Asset Management, LLC
Santa Monica, CA · Est. 2007
- AUM
- $3.9B
- Per adviser
- $562M
- Advisers
- 7
No reported disclosures
Crosslink Capital, INC.
Menlo Park, CA · Est. 2000
- AUM
- $3.9B
- Per adviser
- $230M
- Advisers
- 17
No reported disclosures
Newview Capital Management, LLC
Burlingame, CA · Est. 2018
- AUM
- $3.9B
- Per adviser
- $297M
- Advisers
- 13
No reported disclosures
Rimrock Capital Management LLC
Irvine, CA · Est. 2006
- AUM
- $3.9B
- Per adviser
- $428M
- Advisers
- 9
No reported disclosures
Tree Line Capital Partners, LLC
San Francisco, CA · Est. 2015
- AUM
- $3.8B
- Per adviser
- $192M
- Advisers
- 20
No reported disclosures
Valiant Capital Management, L.P.
San Francisco, CA · Est. 2012
- AUM
- $3.8B
- Per adviser
- $273M
- Advisers
- 14
No reported disclosures
Luminate Capital Partners
San Francisco, CA · Est. 2018
- AUM
- $3.8B
- Per adviser
- $764M
- Advisers
- 5
No reported disclosures
Kingswood Wealth Advisors, LLC
San Diego, CA · Est. 2017
- AUM
- $3.8B
- Per adviser
- $50M
- Advisers
- 76
No reported disclosures
Neos Partners, LP
San Diego, CA · Est. 2024
- AUM
- $3.8B
- Per adviser
- $164M
- Advisers
- 23
No reported disclosures
Vector Capital Management, L.P.
San Francisco, CA · Est. 2014
- AUM
- $3.8B
- Per adviser
- $117M
- Advisers
- 32
No reported disclosures
Kingswood Capital Management, L.P.
Los Angeles, CA · Est. 2019
- AUM
- $3.8B
- Per adviser
- $144M
- Advisers
- 26
No reported disclosures
Avanath Capital Management, LLC
Irvine, CA · Est. 2014
- AUM
- $3.7B
- Per adviser
- $107M
- Advisers
- 35
No reported disclosures
Cft Capital Management, LLC
Los Angeles, CA · Est. 2022
- AUM
- $3.7B
- Per adviser
- $312M
- Advisers
- 12
No reported disclosures
Merk Investments LLC
Palo Alto, CA · Est. 2001
- AUM
- $3.7B
- Per adviser
- $742M
- Advisers
- 5
No reported disclosures
Resource Capital Investment Corporation
Carlsbad, CA · Est. 2013
- AUM
- $3.7B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Mozaic, LLC
Beverly Hills, CA · Est. 2008
- AUM
- $3.6B
- Per adviser
- $331M
- Advisers
- 11
No reported disclosures
Cambria Investment Management, L.P.
Manhattan Beach, CA · Est. 2010
- AUM
- $3.6B
- Per adviser
- $895M
- Advisers
- 4
No reported disclosures
Sigfig Wealth Management LLC
San Francisco, CA · Est. 2011
- AUM
- $3.6B
- Per adviser
- $597M
- Advisers
- 6
No reported disclosures
Abacus Wealth Partners
Santa Monica, CA · Est. 2004
- AUM
- $3.6B
- Per adviser
- $97M
- Advisers
- 37
No reported disclosures
Main Post Partners
San Francisco, CA · Est. 2016
- AUM
- $3.5B
- Per adviser
- $193M
- Advisers
- 18
No reported disclosures
Morton Wealth
Calabasas, CA · Est. 2006
- AUM
- $3.5B
- Per adviser
- $139M
- Advisers
- 25
No reported disclosures
Tribe Capital
San Mateo, CA · Est. 2020
- AUM
- $3.4B
- Per adviser
- $344M
- Advisers
- 10
No reported disclosures
Dragonfly Digital Management, LLC
San Francisco, CA · Est. 2022
- AUM
- $3.4B
- Per adviser
- $382M
- Advisers
- 9
No reported disclosures
Ecor1 Capital, LLC
San Francisco, CA · Est. 2015
- AUM
- $3.4B
- Per adviser
- $381M
- Advisers
- 9
Frank, Rimerman Advisors LLC
Palo Alto, CA · Est. 2003
- AUM
- $3.4B
- Per adviser
- $1.1B
- Advisers
- 3
No reported disclosures
Knox Lane LP
San Francisco, CA · Est. 2020
- AUM
- $3.4B
- Per adviser
- $212M
- Advisers
- 16
No reported disclosures
Upfront Ventures
Los Angeles, CA · Est. 2021
- AUM
- $3.4B
- Per adviser
- $423M
- Advisers
- 8
No reported disclosures
Seafarer Capital Partners, LLC
Larkspur, CA · Est. 2011
- AUM
- $3.4B
- Per adviser
- $338M
- Advisers
- 10
No reported disclosures
Sumeru Equity Partners
San Mateo, CA · Est. 2015
- AUM
- $3.4B
- Per adviser
- $94M
- Advisers
- 36
No reported disclosures
Diversis Capital Management, L.P.
Los Angeles, CA · Est. 2020
- AUM
- $3.4B
- Per adviser
- $161M
- Advisers
- 21
No reported disclosures
Five Arrows Managers North America LLC
Manhattan Beach, CA · Est. 2005
- AUM
- $3.4B
- Per adviser
- $306M
- Advisers
- 11
No reported disclosures
Banneker Partners LLC
San Francisco, CA · Est. 2020
- AUM
- $3.4B
- Per adviser
- $129M
- Advisers
- 26
No reported disclosures
Summitry, LLC
Foster City, CA · Est. 2003
- AUM
- $3.4B
- Per adviser
- $168M
- Advisers
- 20
No reported disclosures
Ducenta Squared Asset Management
El Segundo, CA · Est. 2020
- AUM
- $3.3B
- Per adviser
- $558M
- Advisers
- 6
No reported disclosures
Smash Ventures Management Company LP
West Hollywood, CA · Est. 2020
- AUM
- $3.3B
- Per adviser
- $275M
- Advisers
- 12
No reported disclosures
Focused Investors LLC
Los Angeles, CA · Est. 2006
- AUM
- $3.3B
- Per adviser
- $1.6B
- Advisers
- 2
No reported disclosures
Darlington Partners Capital Management, LP
Greenbrae, CA · Est. 2021
- AUM
- $3.3B
- Per adviser
- $546M
- Advisers
- 6
No reported disclosures
Monograph Wealth Advisors, LLC
Manhattan Beach, CA · Est. 2015
- AUM
- $3.2B
- Per adviser
- $325M
- Advisers
- 10
No reported disclosures
Counterpoint Funds
San Diego, CA · Est. 2014
- AUM
- $3.2B
- Per adviser
- $540M
- Advisers
- 6
No reported disclosures
Foresite Capital
West Hollywood, CA · Est. 2014
- AUM
- $3.2B
- Per adviser
- $216M
- Advisers
- 15
No reported disclosures
American Realty Advisors
Los Angeles, CA · Est. 1990
- AUM
- $3.2B
- Per adviser
- $90M
- Advisers
- 36
No reported disclosures
Nassau Coramerica LLC
El Segundo, CA · Est. 2025
- AUM
- $3.2B
- Per adviser
- $537M
- Advisers
- 6
No reported disclosures
Vance Street Capital LLC
Los Angeles, CA · Est. 2012
- AUM
- $3.2B
- Per adviser
- $153M
- Advisers
- 21
No reported disclosures
Trilogy Capital, INC.
Irvine, CA · Est. 2015
- AUM
- $3.2B
- Per adviser
- $43M
- Advisers
- 74
No reported disclosures
Vmg Partners II, LLC
San Francisco, CA · Est. 2012
- AUM
- $3.2B
- Per adviser
- $106M
- Advisers
- 30
No reported disclosures
Tennenbaum Capital Partners, LLC
Santa Monica, CA · Est. 2001
- AUM
- $3.2B
- Per adviser
- $451M
- Advisers
- 7
No reported disclosures
Earned Wealth Advisors, LLC
Walnut Creek, CA · Est. 2000
- AUM
- $3.1B
- Per adviser
- $94M
- Advisers
- 33
No reported disclosures
Windjammer Capital Investors
Newport Beach, CA · Est. 2012
- AUM
- $3.1B
- Per adviser
- $129M
- Advisers
- 24
No reported disclosures
Calera Capital Advisors, LP
San Francisco, CA · Est. 2012
- AUM
- $3.1B
- Per adviser
- $206M
- Advisers
- 15
No reported disclosures
Emerald Lake Capital Management, L.P.
Santa Monica, CA · Est. 2019
- AUM
- $3.1B
- Per adviser
- $219M
- Advisers
- 14
No reported disclosures
Berkeley Partners Management, LLC
Oakland, CA · Est. 2016
- AUM
- $3.1B
- Per adviser
- $180M
- Advisers
- 17
No reported disclosures
Clarivest Asset Management LLC
San Diego, CA · Est. 2006
- AUM
- $3.0B
- Per adviser
- $305M
- Advisers
- 10
No reported disclosures
Anthos Capital
Santa Monica, CA · Est. 2020
- AUM
- $3.0B
- Per adviser
- $145M
- Advisers
- 21
No reported disclosures
Strategic Global Advisors, LLC
Newport Beach, CA · Est. 2017
- AUM
- $3.0B
- Per adviser
- $303M
- Advisers
- 10
No reported disclosures
Allocate Management Company, LLC
Palo Alto, CA · Est. 2022
- AUM
- $3.0B
- Per adviser
- $750M
- Advisers
- 4
No reported disclosures
Pacific Avenue Capital Partners Management Company LLC
Manhattan Beach, CA · Est. 2021
- AUM
- $3.0B
- Per adviser
- $90M
- Advisers
- 33
No reported disclosures
Asset Dedication, LLC
San Francisco, CA · Est. 2010
- AUM
- $2.9B
- Per adviser
- $587M
- Advisers
- 5
No reported disclosures
Northgate Capital, L.P.
Danville, CA · Est. 2006
- AUM
- $2.9B
- Per adviser
- $326M
- Advisers
- 9
No reported disclosures
Pinegrove Opportunity Partners, LLC
San Francisco, CA · Est. 2014
- AUM
- $2.9B
- Per adviser
- $244M
- Advisers
- 12
Raub Brock Capital Management, LP
Larkspur, CA · Est. 2010
- AUM
- $2.9B
- Per adviser
- $488M
- Advisers
- 6
No reported disclosures
Flexpath Strategies
Aliso Viejo, CA · Est. 2015
- AUM
- $2.9B
- Per adviser
- $971M
- Advisers
- 3
No reported disclosures
Point Olema Capital Partners, L.P.
San Francisco, CA · Est. 2019
- AUM
- $2.9B
- Per adviser
- $727M
- Advisers
- 4
No reported disclosures
Farther Asset Management, LLC
San Francisco, CA · Est. 2023
- AUM
- $2.9B
- Per adviser
- $581M
- Advisers
- 5
No reported disclosures
Polychain Capital LP
San Francisco, CA · Est. 2018
- AUM
- $2.9B
- Per adviser
- $207M
- Advisers
- 14
No reported disclosures
Sylebra Capital LLC
Palo Alto, CA · Est. 2022
- AUM
- $2.9B
- Per adviser
- $725M
- Advisers
- 4
No reported disclosures
Fort Point Capital Partners LLC
San Francisco, CA · Est. 2008
- AUM
- $2.9B
- Per adviser
- $170M
- Advisers
- 17
No reported disclosures
Rrg Capital Management LLC
Los Angeles, CA · Est. 2018
- AUM
- $2.9B
- Per adviser
- $107M
- Advisers
- 27
No reported disclosures
Electric Capital Partners, LLC
Palo Alto, CA · Est. 2021
- AUM
- $2.9B
- Per adviser
- $240M
- Advisers
- 12
No reported disclosures
Lm Advisors LLC
San Diego, CA · Est. 2011
- AUM
- $2.9B
- Per adviser
- $360M
- Advisers
- 8
No reported disclosures
Hollencrest Capital Management
Newport Beach, CA · Est. 1998
- AUM
- $2.9B
- Per adviser
- $151M
- Advisers
- 19
No reported disclosures
Park West Asset Management LLC
San Francisco, CA · Est. 2012
- AUM
- $2.9B
- Per adviser
- $220M
- Advisers
- 13
No reported disclosures
Blockchain Capital, LLC
San Francisco, CA · Est. 2021
- AUM
- $2.9B
- Per adviser
- $260M
- Advisers
- 11
No reported disclosures
Veris Wealth Partners, LLC
Oakland, CA · Est. 2007
- AUM
- $2.9B
- Per adviser
- $238M
- Advisers
- 12
No reported disclosures
Cooper Mcmanus
Irvine, CA · Est. 2003
- AUM
- $2.9B
- Per adviser
- $57M
- Advisers
- 50
No reported disclosures
Main Management Etf Advisors, LLC
San Francisco, CA · Est. 2017
- AUM
- $2.8B
- Per adviser
- $113M
- Advisers
- 25
No reported disclosures
Angeles Wealth Management, LLC
Santa Monica, CA · Est. 2012
- AUM
- $2.8B
- Per adviser
- $216M
- Advisers
- 13
No reported disclosures
Ohana Advisors
San Rafael, CA · Est. 2012
- AUM
- $2.8B
- Per adviser
- $556M
- Advisers
- 5
No reported disclosures
A16z Perennial Management, L.P.
Menlo Park, CA · Est. 2023
- AUM
- $2.8B
- Per adviser
- $275M
- Advisers
- 10
No reported disclosures
Dc Global Ventures
Menlo Park, CA · Est. 2020
- AUM
- $2.7B
- Per adviser
- $210M
- Advisers
- 13
No reported disclosures
Kbs Realty Advisors, LLC
Newport Beach, CA · Est. 2002
- AUM
- $2.7B
- Per adviser
- $908M
- Advisers
- 3
No reported disclosures
1sharpe Capital LLC
San Francisco, CA · Est. 2017
- AUM
- $2.7B
- Per adviser
- $180M
- Advisers
- 15
No reported disclosures
Tcw Pt Management Company LLC
Los Angeles, CA · Est. 2024
- AUM
- $2.7B
- Per adviser
- $71M
- Advisers
- 38
No reported disclosures
Breakthrough Properties
Los Angeles, CA · Est. 2020
- AUM
- $2.7B
- Per adviser
- $128M
- Advisers
- 21
No reported disclosures
Gobi Capital LLC
Beverly Hills, CA · Est. 2016
- AUM
- $2.7B
- Per adviser
- $672M
- Advisers
- 4
No reported disclosures
Cim Capital, LLC
Los Angeles, CA · Est. 2015
- AUM
- $2.7B
- Per adviser
- $168M
- Advisers
- 16
No reported disclosures
Osborne Partners
San Francisco, CA · Est. 1999
- AUM
- $2.7B
- Per adviser
- $189M
- Advisers
- 14
No reported disclosures
Tcg Capital Management
Playa Vista, CA · Est. 2018
- AUM
- $2.6B
- Per adviser
- $156M
- Advisers
- 17
No reported disclosures
Steadview Capital Management LLC
San Francisco, CA · Est. 2012
- AUM
- $2.6B
- Per adviser
- $203M
- Advisers
- 13
No reported disclosures
Checchi Capital Advisers, LLC
Beverly Hills, CA · Est. 2007
- AUM
- $2.6B
- Per adviser
- $288M
- Advisers
- 9
No reported disclosures
Pegasus Tech Ventures, INC.
San Jose, CA · Est. 2024
- AUM
- $2.6B
- Per adviser
- $74M
- Advisers
- 35
No reported disclosures
Bracket Capital
West Hollywood, CA · Est. 2019
- AUM
- $2.6B
- Per adviser
- $514M
- Advisers
- 5
No reported disclosures
Howard Capital Management Group, LLC
Los Angeles, CA · Est. 2020
- AUM
- $2.6B
- Per adviser
- $513M
- Advisers
- 5
No reported disclosures
Ssi Investment Management LLC
Los Angeles, CA · Est. 1975
- AUM
- $2.6B
- Per adviser
- $232M
- Advisers
- 11
No reported disclosures
Row Asset Management, LLC
Newport Beach, CA · Est. 2013
- AUM
- $2.5B
- Per adviser
- $255M
- Advisers
- 10
No reported disclosures
Validus Capital LLC
El Segundo, CA · Est. 2022
- AUM
- $2.5B
- Per adviser
- $317M
- Advisers
- 8
No reported disclosures
No Street Gp LP
San Francisco, CA · Est. 2018
- AUM
- $2.5B
- Per adviser
- $502M
- Advisers
- 5
No reported disclosures
Saratoga Research & Investment Management
Saratoga, CA · Est. 2000
- AUM
- $2.5B
- Per adviser
- $209M
- Advisers
- 12
No reported disclosures
Owl Ventures
San Francisco, CA · Est. 2026
- AUM
- $2.5B
- Per adviser
- $250M
- Advisers
- 10
No reported disclosures
Perennial Financial Services
Los Angeles, CA · Est. 2017
- AUM
- $2.5B
- Per adviser
- $64M
- Advisers
- 39
No reported disclosures
Haun Ventures Management LP
Menlo Park, CA · Est. 2023
- AUM
- $2.5B
- Per adviser
- $498M
- Advisers
- 5
No reported disclosures
Forge Global Advisors LLC
San Francisco, CA · Est. 2019
- AUM
- $2.5B
- Per adviser
- $492M
- Advisers
- 5
Urban Investment Advisors
Mill Valley, CA · Est. 2015
- AUM
- $2.5B
- Per adviser
- $1.2B
- Advisers
- 2
No reported disclosures
Longitude Capital Management Co., LLC
Menlo Park, CA · Est. 2014
- AUM
- $2.4B
- Per adviser
- $144M
- Advisers
- 17
No reported disclosures
Sr One Capital Management, LP
Redwood City, CA · Est. 2020
- AUM
- $2.4B
- Per adviser
- $162M
- Advisers
- 15
No reported disclosures
Valeas Capital Partners
San Francisco, CA · Est. 2022
- AUM
- $2.4B
- Per adviser
- $162M
- Advisers
- 15
No reported disclosures
Wealth Architects, LLC
Mountain View, CA · Est. 2005
- AUM
- $2.4B
- Per adviser
- $186M
- Advisers
- 13
No reported disclosures
Sentry Advisors, LLC
San Francisco, CA · Est. 2015
- AUM
- $2.4B
- Per adviser
- $602M
- Advisers
- 4
No reported disclosures
Check Capital Management INC
Costa Mesa, CA · Est. 1987
- AUM
- $2.4B
- Per adviser
- $263M
- Advisers
- 9
No reported disclosures
Cendana Capital
San Francisco, CA · Est. 2015
- AUM
- $2.4B
- Per adviser
- $338M
- Advisers
- 7
No reported disclosures
Whitman/Peterson, LLC
Westlake Village, CA · Est. 2020
- AUM
- $2.4B
- Per adviser
- $91M
- Advisers
- 26
No reported disclosures
Gemmer Asset Management LLC
Walnut Creek, CA · Est. 1999
- AUM
- $2.4B
- Per adviser
- $262M
- Advisers
- 9
No reported disclosures
Ifc Advisors LLC
Los Angeles, CA · Est. 2024
- AUM
- $2.3B
- Per adviser
- $260M
- Advisers
- 9
No reported disclosures
Empros Capital LLC
San Francisco, CA · Est. 2022
- AUM
- $2.3B
- Per adviser
- $260M
- Advisers
- 9
No reported disclosures
Revelation Capital Management, LLC
Sausalito, CA · Est. 2016
- AUM
- $2.3B
- Per adviser
- $193M
- Advisers
- 12
No reported disclosures
Willow Creek Wealth Management, INC.
Sebastopol, CA · Est. 1999
- AUM
- $2.3B
- Per adviser
- $154M
- Advisers
- 15
No reported disclosures
Clocktower Group, L.P.
Santa Monica, CA · Est. 2015
- AUM
- $2.3B
- Per adviser
- $152M
- Advisers
- 15
No reported disclosures
Grant Tani Barash & Altman, LLC
Beverly Hills, CA · Est. 2023
- AUM
- $2.3B
- Per adviser
- $326M
- Advisers
- 7
No reported disclosures
Jdl Advisers
Newport Beach, CA · Est. 2006
- AUM
- $2.3B
- Per adviser
- $228M
- Advisers
- 10
No reported disclosures
Wil, LLC
Palo Alto, CA · Est. 2022
- AUM
- $2.3B
- Per adviser
- $126M
- Advisers
- 18
No reported disclosures
California Financial Advisors
San Ramon, CA · Est. 1998
- AUM
- $2.3B
- Per adviser
- $162M
- Advisers
- 14
No reported disclosures
Logos Global Management, L.P.
San Francisco, CA · Est. 2019
- AUM
- $2.3B
- Per adviser
- $450M
- Advisers
- 5
No reported disclosures
Apc Asset Development I, LP
Newport Beach, CA · Est. 2023
- AUM
- $2.3B
- Per adviser
- $102M
- Advisers
- 22
No reported disclosures
Pacific Income Advisers INC
El Segundo, CA · Est. 1986
- AUM
- $2.2B
- Per adviser
- $225M
- Advisers
- 10
No reported disclosures
Browning West LP
Los Angeles, CA · Est. 2019
- AUM
- $2.2B
- Per adviser
- $449M
- Advisers
- 5
No reported disclosures
Oakmont Corporation
Los Angeles, CA · Est. 1992
- AUM
- $2.2B
- Per adviser
- $370M
- Advisers
- 6
No reported disclosures
The Investment House LLC
Redondo Beach, CA · Est. 2012
- AUM
- $2.2B
- Per adviser
- $315M
- Advisers
- 7
No reported disclosures
Joel R. Mogy Investment Counsel INC.
Beverly Hills, CA · Est. 1980
- AUM
- $2.2B
- Per adviser
- $727M
- Advisers
- 3
No reported disclosures
Cai Manager LP
Mill Valley, CA · Est. 2020
- AUM
- $2.2B
- Per adviser
- $181M
- Advisers
- 12
No reported disclosures
Anfield Capital Management, LLC
Irvine, CA · Est. 2013
- AUM
- $2.2B
- Per adviser
- $309M
- Advisers
- 7
No reported disclosures
Hmi Capital Management, L.P.
San Francisco, CA · Est. 2012
- AUM
- $2.2B
- Per adviser
- $269M
- Advisers
- 8
No reported disclosures
Evolve Private Wealth, LLC
Los Angeles, CA · Est. 2025
- AUM
- $2.1B
- Per adviser
- $215M
- Advisers
- 10
No reported disclosures
Financial Management Network INC
Mission Viejo, CA · Est. 1991
- AUM
- $2.1B
- Per adviser
- $102M
- Advisers
- 21
No reported disclosures
Van Hulzen Financial Advisors
El Dorado Hills, CA · Est. 2003
- AUM
- $2.1B
- Per adviser
- $134M
- Advisers
- 16
No reported disclosures
Coastedge Partners, LLC
San Diego, CA · Est. 2009
- AUM
- $2.1B
- Per adviser
- $428M
- Advisers
- 5
No reported disclosures
Intermede Global Partners INC
San Francisco, CA · Est. 2017
- AUM
- $2.1B
- Per adviser
- $534M
- Advisers
- 4
No reported disclosures
Fernbridge Capital Management LP
Los Angeles, CA · Est. 2020
- AUM
- $2.1B
- Per adviser
- $305M
- Advisers
- 7
No reported disclosures
Carrick Capital Partners
San Francisco, CA · Est. 2020
- AUM
- $2.1B
- Per adviser
- $139M
- Advisers
- 15
No reported disclosures
Zanbato Advisors LLC
Mountain View, CA · Est. 2024
- AUM
- $2.1B
- Per adviser
- $693M
- Advisers
- 3
No reported disclosures
True Wind Capital Management, L.P.
San Francisco, CA · Est. 2016
- AUM
- $2.1B
- Per adviser
- $122M
- Advisers
- 17
No reported disclosures
Apc Asset Development II, LP
Newport Beach, CA · Est. 2023
- AUM
- $2.1B
- Per adviser
- $94M
- Advisers
- 22
No reported disclosures
Sofi Wealth LLC
San Francisco, CA · Est. 2013
- AUM
- $2.0B
- Per adviser
- $136M
- Advisers
- 15
No reported disclosures
L Squared Capital Partners
Newport Beach, CA · Est. 2017
- AUM
- $2.0B
- Per adviser
- $136M
- Advisers
- 15
No reported disclosures
Bristol Group INC
San Francisco, CA · Est. 1981
- AUM
- $2.0B
- Per adviser
- $509M
- Advisers
- 4
Resmark Equity Partners, LLC
Los Angeles, CA · Est. 2002
- AUM
- $2.0B
- Per adviser
- $120M
- Advisers
- 17
No reported disclosures
Fairview Capital
Greenbrae, CA · Est. 1998
- AUM
- $2.0B
- Per adviser
- $253M
- Advisers
- 8
No reported disclosures
Nipun Capital, L.P.
Foster City, CA · Est. 2013
- AUM
- $2.0B
- Per adviser
- $203M
- Advisers
- 10
No reported disclosures
Madison Avenue Securities, LLC
San Diego, CA · Est. 2009
- AUM
- $2.0B
- Per adviser
- $25M
- Advisers
- 81
Western Technology Investment (Wti)
Portola Valley, CA · Est. 1993
- AUM
- $2.0B
- Per adviser
- $135M
- Advisers
- 15
No reported disclosures
Spyglass Capital Management, LLC
Greenbrae, CA · Est. 2017
- AUM
- $2.0B
- Per adviser
- $403M
- Advisers
- 5
No reported disclosures
Lane42
Santa Monica, CA · Est. 2025
- AUM
- $2.0B
- Per adviser
- $111M
- Advisers
- 18
No reported disclosures
Jsf Financial, LLC
Los Angeles, CA · Est. 2010
- AUM
- $2.0B
- Per adviser
- $152M
- Advisers
- 13
No reported disclosures
Ocean Avenue Capital Partners, L.P.
Santa Monica, CA · Est. 2012
- AUM
- $2.0B
- Per adviser
- $164M
- Advisers
- 12
No reported disclosures
C.M. Capital Advisors, LLC
Palo Alto, CA · Est. 2011
- AUM
- $2.0B
- Per adviser
- $179M
- Advisers
- 11
No reported disclosures
Hcr Wealth Advisors
Los Angeles, CA · Est. 1999
- AUM
- $2.0B
- Per adviser
- $218M
- Advisers
- 9
No reported disclosures
Ascendant Capital Partners LP
Los Angeles, CA · Est. 2021
- AUM
- $1.9B
- Per adviser
- $150M
- Advisers
- 13
No reported disclosures
Soma Equity Partners, LP
San Francisco, CA · Est. 2016
- AUM
- $1.9B
- Per adviser
- $487M
- Advisers
- 4
No reported disclosures
Rvw Wealth LLC
Los Angeles, CA · Est. 2006
- AUM
- $1.9B
- Per adviser
- $215M
- Advisers
- 9
No reported disclosures
Rebalance LLC
Palo Alto, CA · Est. 2011
- AUM
- $1.9B
- Per adviser
- $275M
- Advisers
- 7
No reported disclosures
Ami Asset Management Corp
Los Angeles, CA · Est. 1994
- AUM
- $1.9B
- Per adviser
- $214M
- Advisers
- 9
No reported disclosures
Private Wealth Partners, LLC
Mill Valley, CA · Est. 2005
- AUM
- $1.9B
- Per adviser
- $320M
- Advisers
- 6
No reported disclosures
Falcon Wealth Planning, INC.
Ontario, CA · Est. 2018
- AUM
- $1.9B
- Per adviser
- $80M
- Advisers
- 24
No reported disclosures
Legalist
San Francisco, CA · Est. 2019
- AUM
- $1.9B
- Per adviser
- $120M
- Advisers
- 16
No reported disclosures
Resolute Partners Group
San Francisco, CA · Est. 2019
- AUM
- $1.9B
- Per adviser
- $382M
- Advisers
- 5
No reported disclosures
Main Management, LLC
San Francisco, CA · Est. 2002
- AUM
- $1.9B
- Per adviser
- $76M
- Advisers
- 25
No reported disclosures
Arc70 Advisers LP
Burlingame, CA · Est. 2020
- AUM
- $1.9B
- Per adviser
- $146M
- Advisers
- 13
No reported disclosures
Numerai
San Francisco, CA · Est. 2022
- AUM
- $1.9B
- Per adviser
- $212M
- Advisers
- 9
No reported disclosures
Sp Asset Management LLC
Cupertino, CA · Est. 2022
- AUM
- $1.9B
- Per adviser
- $632M
- Advisers
- 3
No reported disclosures
Whittier Advisors, LLC
Newport Beach, CA · Est. 2022
- AUM
- $1.9B
- Per adviser
- $316M
- Advisers
- 6
No reported disclosures
True Link Financial Advisors
San Francisco, CA · Est. 2018
- AUM
- $1.9B
- Per adviser
- $377M
- Advisers
- 5
Triguard Management LLC
Newport Beach, CA · Est. 2012
- AUM
- $1.9B
- Per adviser
- $470M
- Advisers
- 4
No reported disclosures
Sovran Advisors, LLC
San Diego, CA · Est. 2024
- AUM
- $1.9B
- Per adviser
- $31M
- Advisers
- 60
No reported disclosures
Windward Capital Management Co
Los Angeles, CA · Est. 1995
- AUM
- $1.9B
- Per adviser
- $620M
- Advisers
- 3
No reported disclosures
Varsity Healthcare Partners
Los Angeles, CA · Est. 2016
- AUM
- $1.9B
- Per adviser
- $133M
- Advisers
- 14
No reported disclosures
Mcdonald Capital Investors INC
Orinda, CA · Est. 1982
- AUM
- $1.9B
- Per adviser
- $929M
- Advisers
- 2
No reported disclosures
Igp Industries, LLC
San Francisco, CA · Est. 2012
- AUM
- $1.9B
- Per adviser
- $84M
- Advisers
- 22
No reported disclosures
Granite Investment Partners, LLC
El Segundo, CA · Est. 2009
- AUM
- $1.8B
- Per adviser
- $132M
- Advisers
- 14
No reported disclosures
Lightbay Capital
Los Angeles, CA · Est. 2017
- AUM
- $1.8B
- Per adviser
- $77M
- Advisers
- 24
No reported disclosures
Crescent Cap Advisors, LLC
Los Angeles, CA · Est. 2015
- AUM
- $1.8B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Select Money Management, INC.
Los Angeles, CA · Est. 2010
- AUM
- $1.8B
- Per adviser
- $226M
- Advisers
- 8
Tensile Capital Management LP
Larkspur, CA · Est. 2012
- AUM
- $1.8B
- Per adviser
- $225M
- Advisers
- 8
No reported disclosures
Monogram Capital Management, L.P.
Beverly Hills, CA · Est. 2018
- AUM
- $1.8B
- Per adviser
- $163M
- Advisers
- 11
No reported disclosures
Alta Park Capital, LP
San Francisco, CA · Est. 2017
- AUM
- $1.8B
- Per adviser
- $178M
- Advisers
- 10
No reported disclosures
Regent Properties
Los Angeles, CA · Est. 2020
- AUM
- $1.8B
- Per adviser
- $177M
- Advisers
- 10
No reported disclosures
Curated Wealth Partners, LLC
El Segundo, CA · Est. 2018
- AUM
- $1.8B
- Per adviser
- $352M
- Advisers
- 5
No reported disclosures
Hbw Advisory Services LLC
Simi Valley, CA · Est. 2012
- AUM
- $1.7B
- Per adviser
- $26M
- Advisers
- 68
No reported disclosures
Rice Hall James & Associates LLC
San Diego, CA · Est. 2003
- AUM
- $1.7B
- Per adviser
- $134M
- Advisers
- 13
No reported disclosures
Amity Ventures
San Francisco, CA · Est. 2022
- AUM
- $1.7B
- Per adviser
- $193M
- Advisers
- 9
No reported disclosures
Liberty Wealth Management, LLC
Oakland, CA · Est. 2018
- AUM
- $1.7B
- Per adviser
- $75M
- Advisers
- 23
No reported disclosures
Housatonic Partners
San Francisco, CA · Est. 2012
- AUM
- $1.7B
- Per adviser
- $155M
- Advisers
- 11
No reported disclosures
American Infrastructure
Foster City, CA · Est. 2018
- AUM
- $1.7B
- Per adviser
- $243M
- Advisers
- 7
No reported disclosures
Kbs Capital Advisors, LLC
Newport Beach, CA · Est. 2013
- AUM
- $1.7B
- Per adviser
- $567M
- Advisers
- 3
No reported disclosures
Transom Capital Group
El Segundo, CA · Est. 2017
- AUM
- $1.7B
- Per adviser
- $80M
- Advisers
- 21
No reported disclosures
Weatherly Asset Management
Del Mar, CA · Est. 1995
- AUM
- $1.7B
- Per adviser
- $168M
- Advisers
- 10
No reported disclosures
Founders Circle Capital, LLC
Campbell, CA · Est. 2014
- AUM
- $1.7B
- Per adviser
- $239M
- Advisers
- 7
No reported disclosures
Philosophy Capital Management LLC
Alamo, CA · Est. 2021
- AUM
- $1.7B
- Per adviser
- $416M
- Advisers
- 4
No reported disclosures
Dorchester Capital Advisors, LLC
Los Angeles, CA · Est. 2012
- AUM
- $1.7B
- Per adviser
- $150M
- Advisers
- 11
No reported disclosures
Park Presidio Capital LLC
San Francisco, CA · Est. 2013
- AUM
- $1.6B
- Per adviser
- $275M
- Advisers
- 6
No reported disclosures
Lyell Wealth Management LP
Menlo Park, CA · Est. 2016
- AUM
- $1.6B
- Per adviser
- $183M
- Advisers
- 9
No reported disclosures
Era Partners LLC
San Francisco, CA · Est. 2020
- AUM
- $1.6B
- Per adviser
- $150M
- Advisers
- 11
No reported disclosures
Cordillera Investment Partners, L.P.
San Francisco, CA · Est. 2018
- AUM
- $1.6B
- Per adviser
- $274M
- Advisers
- 6
No reported disclosures
Provenio Capital
Newport Beach, CA · Est. 2024
- AUM
- $1.6B
- Per adviser
- $272M
- Advisers
- 6
No reported disclosures
Telos Capital Management, INC.
San Diego, CA · Est. 2009
- AUM
- $1.6B
- Per adviser
- $232M
- Advisers
- 7
No reported disclosures
Pasadena Private Wealth, LLC
Pasadena, CA · Est. 2018
- AUM
- $1.6B
- Per adviser
- $203M
- Advisers
- 8
No reported disclosures
Unison Investment Management, LLC
San Francisco, CA · Est. 2017
- AUM
- $1.6B
- Per adviser
- $135M
- Advisers
- 12
No reported disclosures
Buchanan Street Partners, L.P.
Newport Beach, CA · Est. 2013
- AUM
- $1.6B
- Per adviser
- $115M
- Advisers
- 14
No reported disclosures
Lone View Capital
Los Angeles, CA · Est. 2022
- AUM
- $1.6B
- Per adviser
- $84M
- Advisers
- 19
No reported disclosures
Sentinel Dome Partners, LLC
Burlingame, CA · Est. 2014
- AUM
- $1.6B
- Per adviser
- $177M
- Advisers
- 9
No reported disclosures
Sunstone Partners
San Mateo, CA · Est. 2019
- AUM
- $1.6B
- Per adviser
- $66M
- Advisers
- 24
No reported disclosures
Homestead Capital USA, LLC
San Francisco, CA · Est. 2015
- AUM
- $1.6B
- Per adviser
- $93M
- Advisers
- 17
No reported disclosures
Sweetwater Private Equity
Encinitas, CA · Est. 2019
- AUM
- $1.6B
- Per adviser
- $144M
- Advisers
- 11
No reported disclosures
Vercap Management LLC
Los Angeles, CA · Est. 2024
- AUM
- $1.6B
- Per adviser
- $316M
- Advisers
- 5
No reported disclosures
Light Street Capital Management, LLC
Palo Alto, CA · Est. 2013
- AUM
- $1.6B
- Per adviser
- $314M
- Advisers
- 5
No reported disclosures
Intellectus Partners, LLC
San Francisco, CA · Est. 2015
- AUM
- $1.6B
- Per adviser
- $262M
- Advisers
- 6
No reported disclosures
Goodfinch Management, LLC
San Francisco, CA · Est. 2021
- AUM
- $1.6B
- Per adviser
- $112M
- Advisers
- 14
No reported disclosures
Hercules Adviser LLC
San Mateo, CA · Est. 2021
- AUM
- $1.6B
- Per adviser
- $779M
- Advisers
- 2
No reported disclosures
Burton Enright Welch
Walnut Creek, CA · Est. 2008
- AUM
- $1.6B
- Per adviser
- $141M
- Advisers
- 11
No reported disclosures
Regatta Capital Group, LLC
El Segundo, CA · Est. 2007
- AUM
- $1.6B
- Per adviser
- $111M
- Advisers
- 14
No reported disclosures
Defilade Capital Management, L.P.
Emeryville, CA · Est. 2025
- AUM
- $1.5B
- Per adviser
- $310M
- Advisers
- 5
No reported disclosures
Camelot Capital Partners LLC
Laguna Beach, CA · Est. 2017
- AUM
- $1.5B
- Per adviser
- $770M
- Advisers
- 2
No reported disclosures
Roseman Wagner Wealth Management
Rocklin, CA · Est. 2008
- AUM
- $1.5B
- Per adviser
- $256M
- Advisers
- 6
No reported disclosures
Pence Capital Management, LLC
Newport Beach, CA · Est. 2023
- AUM
- $1.5B
- Per adviser
- $192M
- Advisers
- 8
No reported disclosures
Benefit Financial Services Group
Irvine, CA · Est. 2007
- AUM
- $1.5B
- Per adviser
- $57M
- Advisers
- 27
No reported disclosures
Tamar Securities, LLC
Woodland Hills, CA · Est. 2010
- AUM
- $1.5B
- Per adviser
- $85M
- Advisers
- 18
No reported disclosures
Robinhood Asset Management
Menlo Park, CA · Est. 2025
- AUM
- $1.5B
- Per adviser
- $11M
- Advisers
- 138
No reported disclosures
Glynn Capital Management, LLC
Menlo Park, CA · Est. 1992
- AUM
- $1.5B
- Per adviser
- $138M
- Advisers
- 11
No reported disclosures
Caprock Partners Management, INC.
Newport Beach, CA · Est. 2019
- AUM
- $1.5B
- Per adviser
- $108M
- Advisers
- 14
No reported disclosures
Compak Asset Management
Newport Beach, CA · Est. 2000
- AUM
- $1.5B
- Per adviser
- $108M
- Advisers
- 14
No reported disclosures
Rbc Securities, INC.
Los Angeles, CA · Est. 2010
- AUM
- $1.5B
- Per adviser
- $12M
- Advisers
- 124
Levine Leichtman Strategic Capital, LLC
Beverly Hills, CA · Est. 2017
- AUM
- $1.5B
- Per adviser
- $29M
- Advisers
- 52
No reported disclosures
Salem Partners Wealth Management, LLC
Los Angeles, CA · Est. 2004
- AUM
- $1.5B
- Per adviser
- $499M
- Advisers
- 3
No reported disclosures
The Informed Momentum Company LLC
Solana Beach, CA · Est. 2009
- AUM
- $1.5B
- Per adviser
- $115M
- Advisers
- 13
No reported disclosures
Yucaipa Master Manager, LLC
Los Angeles, CA · Est. 2012
- AUM
- $1.5B
- Per adviser
- $68M
- Advisers
- 22
No reported disclosures
Adelante Capital Management LLC
Alameda, CA · Est. 1995
- AUM
- $1.5B
- Per adviser
- $298M
- Advisers
- 5
No reported disclosures
Apriem Advisors
Irvine, CA · Est. 1998
- AUM
- $1.5B
- Per adviser
- $106M
- Advisers
- 14
No reported disclosures
Quantum Financial Advisors, LLC
Santa Monica, CA · Est. 2022
- AUM
- $1.5B
- Per adviser
- $135M
- Advisers
- 11
No reported disclosures
H. Barton Asset Management, LLC
San Francisco, CA · Est. 2015
- AUM
- $1.5B
- Per adviser
- $1.5B
- Advisers
- 1
No reported disclosures
Eclectic Associates, INC.
Fullerton, CA · Est. 1984
- AUM
- $1.5B
- Per adviser
- $147M
- Advisers
- 10
No reported disclosures
Serenus Wealth Advisors, LLC
Santa Monica, CA · Est. 2024
- AUM
- $1.5B
- Per adviser
- $246M
- Advisers
- 6
No reported disclosures
Community Investment Management LLC
San Francisco, CA · Est. 2019
- AUM
- $1.5B
- Per adviser
- $47M
- Advisers
- 31
No reported disclosures
Amip Management
Seal Beach, CA · Est. 2016
- AUM
- $1.5B
- Per adviser
- $292M
- Advisers
- 5
No reported disclosures
Nicholas Investment Partners, L.P.
San Diego, CA · Est. 2006
- AUM
- $1.5B
- Per adviser
- $290M
- Advisers
- 5
No reported disclosures
Valley Wealth Strategies, LLC
Lodi, CA · Est. 2018
- AUM
- $1.4B
- Per adviser
- $56M
- Advisers
- 26
No reported disclosures
Slw Management Company
San Francisco, CA · Est. 2024
- AUM
- $1.4B
- Per adviser
- $179M
- Advisers
- 8
No reported disclosures
Shorecliff Asset Management Company LLC
Newport Beach, CA · Est. 2023
- AUM
- $1.4B
- Per adviser
- $176M
- Advisers
- 8
No reported disclosures
Thorofare, LLC
El Segundo, CA · Est. 2014
- AUM
- $1.4B
- Per adviser
- $83M
- Advisers
- 17
No reported disclosures
Silicon Valley Retirement Services, LLC
San Jose, CA · Est. 2010
- AUM
- $1.4B
- Per adviser
- $701M
- Advisers
- 2
No reported disclosures
Werba Rubin Papier Wealth Management, LLC
San Jose, CA · Est. 2006
- AUM
- $1.4B
- Per adviser
- $156M
- Advisers
- 9
No reported disclosures
Denali Advisors, LLC
San Diego, CA · Est. 2001
- AUM
- $1.4B
- Per adviser
- $154M
- Advisers
- 9
No reported disclosures
Cascade Financial Partners, LLC
San Diego, CA · Est. 2023
- AUM
- $1.4B
- Per adviser
- $230M
- Advisers
- 6
No reported disclosures
Enhanced Healthcare Management Company
Santa Monica, CA · Est. 2012
- AUM
- $1.4B
- Per adviser
- $92M
- Advisers
- 15
No reported disclosures
Neumeier Poma Investment Counsel LLC
Carmel, CA · Est. 1985
- AUM
- $1.4B
- Per adviser
- $229M
- Advisers
- 6
No reported disclosures
Brasa Capital Management
Los Angeles, CA · Est. 2021
- AUM
- $1.4B
- Per adviser
- $114M
- Advisers
- 12
No reported disclosures
Seaside Equity Partners
San Diego, CA · Est. 2022
- AUM
- $1.4B
- Per adviser
- $80M
- Advisers
- 17
No reported disclosures
Kera Capital Partners
San Jose, CA · Est. 2021
- AUM
- $1.4B
- Per adviser
- $171M
- Advisers
- 8
No reported disclosures
Cornerstone Capital, INC.
Palo Alto, CA · Est. 1978
- AUM
- $1.4B
- Per adviser
- $453M
- Advisers
- 3
No reported disclosures
Gallant Capital Partners LLC
Los Angeles, CA · Est. 2018
- AUM
- $1.4B
- Per adviser
- $61M
- Advisers
- 22
No reported disclosures
Fin Capital
San Francisco, CA · Est. 2022
- AUM
- $1.4B
- Per adviser
- $61M
- Advisers
- 22
No reported disclosures
Strategy Capital LLC
Los Altos, CA · Est. 2018
- AUM
- $1.3B
- Per adviser
- $336M
- Advisers
- 4
No reported disclosures
Lodestar Private Asset Management LLC
Alamo, CA · Est. 1990
- AUM
- $1.3B
- Per adviser
- $268M
- Advisers
- 5
No reported disclosures
Permira Credit LLC
San Francisco, CA · Est. 2024
- AUM
- $1.3B
- Per adviser
- $67M
- Advisers
- 20
No reported disclosures
Cypress Wealth Services, LLC
Palm Desert, CA · Est. 2017
- AUM
- $1.3B
- Per adviser
- $96M
- Advisers
- 14
No reported disclosures
American Pacific Group
Larkspur, CA · Est. 2020
- AUM
- $1.3B
- Per adviser
- $103M
- Advisers
- 13
No reported disclosures
Chatterton & Associates
Anaheim, CA · Est. 2004
- AUM
- $1.3B
- Per adviser
- $133M
- Advisers
- 10
No reported disclosures
Ggp Management, L.P.
Santa Monica, CA · Est. 2020
- AUM
- $1.3B
- Per adviser
- $110M
- Advisers
- 12
No reported disclosures
Chequers Financial Management LLC
San Francisco, CA · Est. 2016
- AUM
- $1.3B
- Per adviser
- $101M
- Advisers
- 13
No reported disclosures
Triplepoint Advisers LLC
Menlo Park, CA · Est. 2014
- AUM
- $1.3B
- Per adviser
- $59M
- Advisers
- 22
No reported disclosures
Prudent Investor Advisors, LLC
Folsom, CA · Est. 2004
- AUM
- $1.3B
- Per adviser
- $326M
- Advisers
- 4
No reported disclosures
Silicon Valley Capital Partners, L.P.
San Jose, CA · Est. 2003
- AUM
- $1.3B
- Per adviser
- $322M
- Advisers
- 4
No reported disclosures
Framework Ventures
San Francisco, CA · Est. 2021
- AUM
- $1.3B
- Per adviser
- $183M
- Advisers
- 7
No reported disclosures
Capital Advantage, INC.
Walnut Creek, CA · Est. 1998
- AUM
- $1.3B
- Per adviser
- $142M
- Advisers
- 9
No reported disclosures
North Pier Fiduciary Management, LLC
Marina Del Rey, CA · Est. 2008
- AUM
- $1.3B
- Per adviser
- $255M
- Advisers
- 5
No reported disclosures
Pfm Health Sciences, LP
San Francisco, CA · Est. 2008
- AUM
- $1.3B
- Per adviser
- $181M
- Advisers
- 7
No reported disclosures
Belveron Real Estate Partners, LLC
San Francisco, CA · Est. 2016
- AUM
- $1.3B
- Per adviser
- $51M
- Advisers
- 25
No reported disclosures
Metzler-Payden, LLC
Los Angeles, CA · Est. 1998
- AUM
- $1.3B
- Per adviser
- $11M
- Advisers
- 112
No reported disclosures
Invictus Growth Partners
San Mateo, CA · Est. 2022
- AUM
- $1.3B
- Per adviser
- $105M
- Advisers
- 12
No reported disclosures
Legato Capital Management, LLC
San Francisco, CA · Est. 2005
- AUM
- $1.3B
- Per adviser
- $315M
- Advisers
- 4
No reported disclosures
Insignia Capital Group, L.P.
Walnut Creek, CA · Est. 2015
- AUM
- $1.3B
- Per adviser
- $96M
- Advisers
- 13
No reported disclosures
One Wealth Advisors, LLC
San Francisco, CA · Est. 2014
- AUM
- $1.3B
- Per adviser
- $114M
- Advisers
- 11
No reported disclosures
Oakhurst Advisors
Los Angeles, CA · Est. 2016
- AUM
- $1.2B
- Per adviser
- $312M
- Advisers
- 4
No reported disclosures
Sivia Capital Partners, LLC
Mill Valley, CA · Est. 2014
- AUM
- $1.2B
- Per adviser
- $619M
- Advisers
- 2
No reported disclosures
Corbel Capital Partners
Los Angeles, CA · Est. 2022
- AUM
- $1.2B
- Per adviser
- $88M
- Advisers
- 14
No reported disclosures
Arlington Financial Advisors, LLC
Santa Barbara, CA · Est. 2016
- AUM
- $1.2B
- Per adviser
- $155M
- Advisers
- 8
No reported disclosures
Kwb Wealth
Redlands, CA · Est. 2020
- AUM
- $1.2B
- Per adviser
- $154M
- Advisers
- 8
No reported disclosures
Architect Capital Corp.
San Francisco, CA · Est. 2023
- AUM
- $1.2B
- Per adviser
- $205M
- Advisers
- 6
No reported disclosures
Composition Capital LP
Los Angeles, CA · Est. 2024
- AUM
- $1.2B
- Per adviser
- $153M
- Advisers
- 8
No reported disclosures
Rlh Equity Partners
Los Angeles, CA · Est. 2012
- AUM
- $1.2B
- Per adviser
- $94M
- Advisers
- 13
No reported disclosures
De Groote Financial Group, LLC
Thousand Oaks, CA · Est. 2013
- AUM
- $1.2B
- Per adviser
- $405M
- Advisers
- 3
No reported disclosures
Wespac Advisors, LLC
Orinda, CA · Est. 2008
- AUM
- $1.2B
- Per adviser
- $151M
- Advisers
- 8
No reported disclosures
Angeles Equity Partners, LLC
Los Angeles, CA · Est. 2017
- AUM
- $1.2B
- Per adviser
- $43M
- Advisers
- 28
No reported disclosures
Ursa Fund Management LLC
Danville, CA · Est. 2017
- AUM
- $1.2B
- Per adviser
- $599M
- Advisers
- 2
No reported disclosures
Centura Wealth Advisory
San Diego, CA · Est. 2018
- AUM
- $1.2B
- Per adviser
- $63M
- Advisers
- 19
No reported disclosures
Moment Partners, LLC
San Francisco, CA · Est. 2024
- AUM
- $1.2B
- Per adviser
- $238M
- Advisers
- 5
No reported disclosures
Hackman Capital Partners, LLC
Culver City, CA · Est. 2025
- AUM
- $1.2B
- Per adviser
- $66M
- Advisers
- 18
No reported disclosures
Thepartners Wealth Management
Carmel By The Sea, CA · Est. 2021
- AUM
- $1.2B
- Per adviser
- $33M
- Advisers
- 36
No reported disclosures
Cheviot Value Management, LLC
Beverly Hills, CA · Est. 2013
- AUM
- $1.2B
- Per adviser
- $167M
- Advisers
- 7
No reported disclosures
Cota Capital Management, LLC
San Francisco, CA · Est. 2018
- AUM
- $1.2B
- Per adviser
- $146M
- Advisers
- 8
No reported disclosures
Manhattan West Asset Management, LLC
Los Angeles, CA · Est. 2016
- AUM
- $1.2B
- Per adviser
- $35M
- Advisers
- 33
No reported disclosures
L & S Advisors, INC
Los Angeles, CA · Est. 2006
- AUM
- $1.2B
- Per adviser
- $129M
- Advisers
- 9
No reported disclosures
Eldridge Acre Partners, LP
Los Angeles, CA · Est. 2024
- AUM
- $1.2B
- Per adviser
- $97M
- Advisers
- 12
No reported disclosures
Affinity Investment Advisors, LLC
Newport Beach, CA · Est. 1992
- AUM
- $1.2B
- Per adviser
- $290M
- Advisers
- 4
No reported disclosures
Forest Road Asset Management LLC
Los Angeles, CA · Est. 2022
- AUM
- $1.2B
- Per adviser
- $166M
- Advisers
- 7
No reported disclosures
Jacobs & Company, LLC
San Francisco, CA · Est. 1976
- AUM
- $1.2B
- Per adviser
- $385M
- Advisers
- 3
No reported disclosures
Atlas Capital Advisors INC.
San Francisco, CA · Est. 2006
- AUM
- $1.1B
- Per adviser
- $287M
- Advisers
- 4
No reported disclosures
Cityview Management Services, LLC
Los Angeles, CA · Est. 2011
- AUM
- $1.1B
- Per adviser
- $38M
- Advisers
- 30
No reported disclosures
Ignite Planners LLC
San Clemente, CA · Est. 2017
- AUM
- $1.1B
- Per adviser
- $30M
- Advisers
- 38
No reported disclosures
Sonen Capital LLC
San Francisco, CA · Est. 2011
- AUM
- $1.1B
- Per adviser
- $95M
- Advisers
- 12
No reported disclosures
Yosemite Management, LLC
San Francisco, CA · Est. 2023
- AUM
- $1.1B
- Per adviser
- $126M
- Advisers
- 9
No reported disclosures
Castle Creek Capital
San Diego, CA · Est. 2011
- AUM
- $1.1B
- Per adviser
- $103M
- Advisers
- 11
No reported disclosures
Symbiotic Capital
Los Angeles, CA · Est. 2023
- AUM
- $1.1B
- Per adviser
- $189M
- Advisers
- 6
No reported disclosures
Qvr Advisors
San Francisco, CA · Est. 2017
- AUM
- $1.1B
- Per adviser
- $226M
- Advisers
- 5
No reported disclosures
Clg LLC
Long Beach, CA · Est. 2016
- AUM
- $1.1B
- Per adviser
- $49M
- Advisers
- 23
No reported disclosures
Vantage Wealth Management, LLC
San Mateo, CA · Est. 2010
- AUM
- $1.1B
- Per adviser
- $160M
- Advisers
- 7
No reported disclosures
Fiduciary Financial Group, LLC
San Rafael, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $112M
- Advisers
- 10
No reported disclosures
Mar Vista Investment Partners, LLC
Los Angeles, CA · Est. 2007
- AUM
- $1.1B
- Per adviser
- $59M
- Advisers
- 19
No reported disclosures
Knightsbridge Wealth Management
Newport Beach, CA · Est. 1998
- AUM
- $1.1B
- Per adviser
- $124M
- Advisers
- 9
No reported disclosures
Crescent Cove Advisors, LP
San Francisco, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $371M
- Advisers
- 3
No reported disclosures
Crescent Cap Nt Advisors, LLC
Los Angeles, CA · Est. 2023
- AUM
- $1.1B
- Per adviser
- —
- Advisers
- —
No reported disclosures
Financial Advisors Network, INC.
Tustin, CA · Est. 2012
- AUM
- $1.1B
- Per adviser
- $92M
- Advisers
- 12
No reported disclosures
Olive Technology Ventures Management, LLC
Palo Alto, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $1.1B
- Advisers
- 1
No reported disclosures
Nexa Equity LLC
San Francisco, CA · Est. 2022
- AUM
- $1.1B
- Per adviser
- $110M
- Advisers
- 10
No reported disclosures
Towneley Capital Management, INC.
Laguna Hills, CA · Est. 2013
- AUM
- $1.1B
- Per adviser
- $137M
- Advisers
- 8
No reported disclosures
Cs Capital Management INC
El Segundo, CA · Est. 1992
- AUM
- $1.1B
- Per adviser
- $156M
- Advisers
- 7
No reported disclosures
Meson Quantitative Management LLC
San Francisco, CA · Est. 2026
- AUM
- $1.1B
- Per adviser
- $99M
- Advisers
- 11
No reported disclosures
Wescap Group
Glendale, CA · Est. 1988
- AUM
- $1.1B
- Per adviser
- $84M
- Advisers
- 13
No reported disclosures
Riot Ventures Management, LLC
Venice, CA · Est. 2022
- AUM
- $1.1B
- Per adviser
- $155M
- Advisers
- 7
No reported disclosures
Cw Investment Advisers, LLC
Los Angeles, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $39M
- Advisers
- 28
No reported disclosures
5am Ventures
San Francisco, CA · Est. 2021
- AUM
- $1.1B
- Per adviser
- $60M
- Advisers
- 18
No reported disclosures
Corvus Wealth Advisors LLC
Templeton, CA · Est. 2020
- AUM
- $1.1B
- Per adviser
- $98M
- Advisers
- 11
No reported disclosures
Cim Capital Ic Management, LLC
Los Angeles, CA · Est. 2019
- AUM
- $1.1B
- Per adviser
- $68M
- Advisers
- 16
No reported disclosures
Greenlake Asset Management LLC
South Pasadena, CA · Est. 2018
- AUM
- $1.1B
- Per adviser
- $120M
- Advisers
- 9
No reported disclosures
Fort Baker Capital Management LP
Larkspur, CA · Est. 2018
- AUM
- $1.1B
- Per adviser
- $179M
- Advisers
- 6
No reported disclosures
Spinnaker Investment Group, LLC
Newport Beach, CA · Est. 2016
- AUM
- $1.1B
- Per adviser
- $134M
- Advisers
- 8
No reported disclosures
Occidental Asset Management, LLC
Burlingame, CA · Est. 2013
- AUM
- $1.1B
- Per adviser
- $119M
- Advisers
- 9
No reported disclosures
Trinity Alps Capital
San Francisco, CA · Est. 2019
- AUM
- $1.1B
- Per adviser
- $178M
- Advisers
- 6
No reported disclosures
Almitas Capital LLC
Santa Monica, CA · Est. 2016
- AUM
- $1.1B
- Per adviser
- $133M
- Advisers
- 8
No reported disclosures
Caltius Capital Management, LP
Los Angeles, CA · Est. 2012
- AUM
- $1.1B
- Per adviser
- $63M
- Advisers
- 17
No reported disclosures
Insight Wealth Strategies, LLC
San Ramon, CA · Est. 2018
- AUM
- $1.1B
- Per adviser
- $177M
- Advisers
- 6
No reported disclosures
Schnieders Capital Management, LLC.
Pasadena, CA · Est. 2002
- AUM
- $1.1B
- Per adviser
- $531M
- Advisers
- 2
No reported disclosures
Brio Financial Group
San Francisco, CA · Est. 2017
- AUM
- $1.1B
- Per adviser
- $81M
- Advisers
- 13
No reported disclosures
Preston Capital
Aliso Viejo, CA · Est. 2023
- AUM
- $1.1B
- Per adviser
- $117M
- Advisers
- 9
No reported disclosures
Morling Financial Advisors, LLC
Fremont, CA · Est. 2015
- AUM
- $1.0B
- Per adviser
- $62M
- Advisers
- 17
No reported disclosures
Weaver Consulting Group, LLC
Huntington Beach, CA · Est. 2017
- AUM
- $1.0B
- Per adviser
- $262M
- Advisers
- 4
No reported disclosures
Manchester Financial INC
Westlake Village, CA · Est. 1990
- AUM
- $1.0B
- Per adviser
- $75M
- Advisers
- 14
No reported disclosures
Three Bridge Wealth Advisors
Los Altos, CA · Est. 2009
- AUM
- $1.0B
- Per adviser
- $349M
- Advisers
- 3
Rpg Investment Advisory, LLC
Pleasanton, CA · Est. 2014
- AUM
- $1.0B
- Per adviser
- $522M
- Advisers
- 2
No reported disclosures
Violich Capital Management
Mill Valley, CA · Est. 1999
- AUM
- $1.0B
- Per adviser
- $1.0B
- Advisers
- 1
No reported disclosures
Newfront Retirement Services, INC.
San Mateo, CA · Est. 2014
- AUM
- $1.0B
- Per adviser
- $42M
- Advisers
- 25
No reported disclosures
3(38) Investment Fiduciaries
Simi Valley, CA · Est. 2018
- AUM
- $1.0B
- Per adviser
- $518M
- Advisers
- 2
No reported disclosures
Beryl Capital Management, LLC
Redondo Beach, CA · Est. 2017
- AUM
- $1.0B
- Per adviser
- $517M
- Advisers
- 2
Gould Asset Management LLC
Claremont, CA · Est. 2004
- AUM
- $1.0B
- Per adviser
- $115M
- Advisers
- 9
No reported disclosures
Banyan Tree Asset Management, LLC
Torrance, CA · Est. 2013
- AUM
- $1.0B
- Per adviser
- $258M
- Advisers
- 4
No reported disclosures
Wedbush Fund Advisers, LLC
Pasadena, CA · Est. 2025
- AUM
- $1.0B
- Per adviser
- $511M
- Advisers
- 2
No reported disclosures
Centricus Investment Advisors (US) LLC
Beverly Hills, CA · Est. 2026
- AUM
- $1.0B
- Per adviser
- $68M
- Advisers
- 15
No reported disclosures
Jocelyn Investment Management, LLC
San Rafael, CA · Est. 2022
- AUM
- $1.0B
- Per adviser
- $507M
- Advisers
- 2
No reported disclosures
Verita Strategic Wealth Partners, LLC
San Francisco, CA · Est. 2025
- AUM
- $1.0B
- Per adviser
- $203M
- Advisers
- 5
No reported disclosures
Navigation Group LLC
Redwood Shores, CA · Est. 2017
- AUM
- $1.0B
- Per adviser
- $202M
- Advisers
- 5
No reported disclosures
Main Management Fund Advisors, LLC
San Francisco, CA · Est. 2015
- AUM
- $1.0B
- Per adviser
- $40M
- Advisers
- 25
No reported disclosures
Fermata Advisors
Sonoma, CA · Est. 2019
- AUM
- $1.0B
- Per adviser
- $84M
- Advisers
- 12
No reported disclosures
Mirador Capital Partners
Pleasanton, CA · Est. 2014
- AUM
- $1.0B
- Per adviser
- $144M
- Advisers
- 7
No reported disclosures
Aire Advisors, LLC
Beverly Hills, CA · Est. 2020
- AUM
- $1.0B
- Per adviser
- $112M
- Advisers
- 9
No reported disclosures
Lateral Investment Management, LLC
Burlingame, CA · Est. 2018
- AUM
- $1.0B
- Per adviser
- $77M
- Advisers
- 13
No reported disclosures
Fivespan Partners, LP
San Francisco, CA · Est. 2024
- AUM
- $1.0B
- Per adviser
- $200M
- Advisers
- 5
No reported disclosures
Cohen Capital Management INC
Corte Madera, CA · Est. 1995
- AUM
- $1.0B
- Per adviser
- $250M
- Advisers
- 4
No reported disclosures
Syntheticfi LLC
San Francisco, CA · Est. 2024
- AUM
- $993M
- Per adviser
- $142M
- Advisers
- 7
No reported disclosures
Concentrum Wealth Management
San Jose, CA · Est. 2013
- AUM
- $987M
- Per adviser
- $197M
- Advisers
- 5
No reported disclosures
Encompass More Asset Management LLC
Danville, CA · Est. 2022
- AUM
- $985M
- Per adviser
- $12M
- Advisers
- 85
No reported disclosures
New Forests INC.
San Francisco, CA · Est. 2019
- AUM
- $982M
- Per adviser
- $76M
- Advisers
- 13
No reported disclosures
Broadshore Capital Partners, LLC
Los Angeles, CA · Est. 2003
- AUM
- $982M
- Per adviser
- $89M
- Advisers
- 11
No reported disclosures
Village Global Management, L.L.C.
Covina, CA · Est. 2021
- AUM
- $979M
- Per adviser
- $122M
- Advisers
- 8
No reported disclosures
Balmoral Management II L.P.
Los Angeles, CA · Est. 2013
- AUM
- $974M
- Per adviser
- $75M
- Advisers
- 13
No reported disclosures
Tda Investment Group
San Mateo, CA · Est. 1991
- AUM
- $969M
- Per adviser
- $194M
- Advisers
- 5
No reported disclosures
Factorial Funds Management LLC
San Francisco, CA · Est. 2025
- AUM
- $967M
- Per adviser
- $322M
- Advisers
- 3
No reported disclosures
Bison Capital Asset Management, LLC
Santa Monica, CA · Est. 2012
- AUM
- $962M
- Per adviser
- $87M
- Advisers
- 11
No reported disclosures
Partners For Growth
Tiburon, CA · Est. 2013
- AUM
- $962M
- Per adviser
- $87M
- Advisers
- 11
No reported disclosures
Cache Advisors LLC
San Francisco, CA · Est. 2022
- AUM
- $962M
- Per adviser
- $192M
- Advisers
- 5
No reported disclosures
The Pacific Center For Financial Services
Danville, CA · Est. 1997
- AUM
- $961M
- Per adviser
- $240M
- Advisers
- 4
No reported disclosures
Focus Investment Advisors, INC
Solana Beach, CA · Est. 2000
- AUM
- $956M
- Per adviser
- $239M
- Advisers
- 4
No reported disclosures
Tarbox Family Office, INC.
Newport Beach, CA · Est. 1986
- AUM
- $954M
- Per adviser
- $159M
- Advisers
- 6
No reported disclosures
Slow Capital, INC.
Greenbrae, CA · Est. 2017
- AUM
- $953M
- Per adviser
- $477M
- Advisers
- 2
No reported disclosures
Brickley Wealth Management
San Mateo, CA · Est. 2017
- AUM
- $950M
- Per adviser
- $190M
- Advisers
- 5
No reported disclosures
Hcm Wealth
San Rafael, CA · Est. 1995
- AUM
- $942M
- Per adviser
- $188M
- Advisers
- 5
Rudney Associates
Alamo, CA · Est. 2001
- AUM
- $940M
- Per adviser
- $940M
- Advisers
- 1
No reported disclosures
Blankinship & Foster, LLC
Solana Beach, CA · Est. 1989
- AUM
- $940M
- Per adviser
- $104M
- Advisers
- 9
No reported disclosures
Strattam Capital Management, LLC
San Francisco, CA · Est. 2014
- AUM
- $939M
- Per adviser
- $104M
- Advisers
- 9
No reported disclosures
Crane & Associates Wealth Management
Fullerton, CA · Est. 2021
- AUM
- $935M
- Per adviser
- $312M
- Advisers
- 3
No reported disclosures
Telescope Partners LLC
San Francisco, CA · Est. 2025
- AUM
- $934M
- Per adviser
- $133M
- Advisers
- 7
No reported disclosures
3l Capital Management, LLC
Los Angeles, CA · Est. 2020
- AUM
- $932M
- Per adviser
- $311M
- Advisers
- 3
No reported disclosures
Strategy Asset Managers L.L.C.
Pasadena, CA · Est. 2001
- AUM
- $930M
- Per adviser
- $93M
- Advisers
- 10
No reported disclosures
Statheros Financial Solutions, INC.
El Dorado Hills, CA · Est. 2019
- AUM
- $926M
- Per adviser
- $84M
- Advisers
- 11
No reported disclosures
Mraz And Associates
Modesto, CA · Est. 2011
- AUM
- $917M
- Per adviser
- $183M
- Advisers
- 5
No reported disclosures
Old West Investment Management, LLC
Los Angeles, CA · Est. 2008
- AUM
- $916M
- Per adviser
- $114M
- Advisers
- 8
No reported disclosures
Extract Advisors
Calabasas, CA · Est. 2019
- AUM
- $914M
- Per adviser
- $102M
- Advisers
- 9
No reported disclosures
Beverly Hills Private Wealth, LLC
Beverly Hills, CA · Est. 2022
- AUM
- $912M
- Per adviser
- $152M
- Advisers
- 6
No reported disclosures
Guardian Financial Partners, LLC
Orange, CA · Est. 2017
- AUM
- $912M
- Per adviser
- $304M
- Advisers
- 3
No reported disclosures
Trimer Capital Management LP
San Francisco, CA · Est. 2022
- AUM
- $901M
- Per adviser
- $150M
- Advisers
- 6
No reported disclosures
First Turn Management, LLC
Solana Beach, CA · Est. 2023
- AUM
- $900M
- Per adviser
- $225M
- Advisers
- 4
No reported disclosures
Kairos
Irvine, CA · Est. 2015
- AUM
- $897M
- Per adviser
- $41M
- Advisers
- 22
No reported disclosures
Christopher Weil & Co INC
San Diego, CA · Est. 1992
- AUM
- $896M
- Per adviser
- $128M
- Advisers
- 7
No reported disclosures
Stonebridge Financial Group
San Rafael, CA · Est. 2026
- AUM
- $896M
- Per adviser
- $75M
- Advisers
- 12
No reported disclosures
Vance Wealth
Santa Clarita, CA · Est. 2020
- AUM
- $894M
- Per adviser
- $89M
- Advisers
- 10
No reported disclosures
Oneprime Capital
Palo Alto, CA · Est. 2020
- AUM
- $892M
- Per adviser
- $149M
- Advisers
- 6
No reported disclosures
Tran Capital Management, L.P.
San Rafael, CA · Est. 1974
- AUM
- $890M
- Per adviser
- $297M
- Advisers
- 3
No reported disclosures
J.P. King Advisors, INC.
Walnut Creek, CA · Est. 2001
- AUM
- $890M
- Per adviser
- $178M
- Advisers
- 5
No reported disclosures
Westside Investment Management, LLC
Santa Monica, CA · Est. 2010
- AUM
- $889M
- Per adviser
- $127M
- Advisers
- 7
No reported disclosures
Remy Investors & Consultants, LLC
Los Angeles, CA · Est. 2023
- AUM
- $888M
- Per adviser
- $148M
- Advisers
- 6
No reported disclosures
Sage Rhino Capital LLC
Menlo Park, CA · Est. 2017
- AUM
- $884M
- Per adviser
- $221M
- Advisers
- 4
No reported disclosures
Intelligence Driven Advisers, LLC
Carlsbad, CA · Est. 2018
- AUM
- $882M
- Per adviser
- $80M
- Advisers
- 11
No reported disclosures
Leisure Capital Management, INC.
Costa Mesa, CA · Est. 2002
- AUM
- $874M
- Per adviser
- $146M
- Advisers
- 6
No reported disclosures
Integrity Growth Partners, L.P.
Los Angeles, CA · Est. 2022
- AUM
- $873M
- Per adviser
- $109M
- Advisers
- 8
No reported disclosures
Bridgewealth Advisory Group, LLC
Fresno, CA · Est. 2018
- AUM
- $869M
- Per adviser
- $174M
- Advisers
- 5
No reported disclosures
Highline Wealth Partners
Sherman Oaks, CA · Est. 2016
- AUM
- $868M
- Per adviser
- $58M
- Advisers
- 15
No reported disclosures
Charger Investment Partners LP
El Segundo, CA · Est. 2020
- AUM
- $865M
- Per adviser
- $72M
- Advisers
- 12
No reported disclosures
Keystone Private Wealth
Palm Desert, CA · Est. 2021
- AUM
- $861M
- Per adviser
- $78M
- Advisers
- 11
No reported disclosures
Virgo Investment Group LLC
Burlingame, CA · Est. 2012
- AUM
- $857M
- Per adviser
- $171M
- Advisers
- 5
No reported disclosures
Delta Investment Management, LLC
San Francisco, CA · Est. 2018
- AUM
- $857M
- Per adviser
- $34M
- Advisers
- 25
No reported disclosures
Blume Capital Management, INC.
Berkeley, CA · Est. 1998
- AUM
- $857M
- Per adviser
- $428M
- Advisers
- 2
No reported disclosures
Gt Investment Partners, LP
Irvine, CA · Est. 2022
- AUM
- $853M
- Per adviser
- $171M
- Advisers
- 5
No reported disclosures
Hh Capital Management, INC.
Hermosa Beach, CA · Est. 2020
- AUM
- $851M
- Per adviser
- $851M
- Advisers
- 1
No reported disclosures
Affinity Capital Advisors LLC
Berkeley, CA · Est. 2015
- AUM
- $851M
- Per adviser
- $170M
- Advisers
- 5
No reported disclosures
Channel Wealth, LLC
Santa Barbara, CA · Est. 2022
- AUM
- $851M
- Per adviser
- $106M
- Advisers
- 8
No reported disclosures
American Money Management, LLC
Rancho Santa Fe, CA · Est. 2002
- AUM
- $844M
- Per adviser
- $77M
- Advisers
- 11
No reported disclosures
First Light Retirement, LLC
Del Mar, CA · Est. 2021
- AUM
- $844M
- Per adviser
- $422M
- Advisers
- 2
No reported disclosures
Akkadian Ventures, INC.
San Francisco, CA · Est. 2017
- AUM
- $841M
- Per adviser
- $120M
- Advisers
- 7
No reported disclosures
Torreyana Capital
La Jolla, CA · Est. 2023
- AUM
- $837M
- Per adviser
- $209M
- Advisers
- 4
No reported disclosures
Redwood Wealth Management, LLC
Santa Monica, CA · Est. 2020
- AUM
- $837M
- Per adviser
- $279M
- Advisers
- 3
Financial Sense Advisors, INC.
San Diego, CA · Est. 1985
- AUM
- $836M
- Per adviser
- $104M
- Advisers
- 8
No reported disclosures
One Fin Capital Management LP
San Francisco, CA · Est. 2018
- AUM
- $831M
- Per adviser
- $208M
- Advisers
- 4
No reported disclosures
North Berkeley Wealth Management, LLC
Berkeley, CA · Est. 2005
- AUM
- $830M
- Per adviser
- $75M
- Advisers
- 11
No reported disclosures
Mason & Associates, INC.
Los Angeles, CA · Est. 2006
- AUM
- $829M
- Per adviser
- $104M
- Advisers
- 8
No reported disclosures
Hack Vc Management, LLC
Palo Alto, CA · Est. 2022
- AUM
- $823M
- Per adviser
- $103M
- Advisers
- 8
No reported disclosures
Longtail Alpha, LLC
Newport Beach, CA · Est. 2018
- AUM
- $822M
- Per adviser
- $137M
- Advisers
- 6
No reported disclosures
Opes Wealth Management, LLC
Menlo Park, CA · Est. 2018
- AUM
- $822M
- Per adviser
- $164M
- Advisers
- 5
No reported disclosures
Flc Capital Advisors
Palm Desert, CA · Est. 2013
- AUM
- $822M
- Per adviser
- $164M
- Advisers
- 5
No reported disclosures
Albitz/Miloe And Associates, INC.
Torrance, CA · Est. 1984
- AUM
- $821M
- Per adviser
- $164M
- Advisers
- 5
No reported disclosures
Premier Financial Group INC
Eureka, CA · Est. 1991
- AUM
- $820M
- Per adviser
- $68M
- Advisers
- 12
No reported disclosures
Elyxium Wealth LLC
Beverly Hills, CA · Est. 2024
- AUM
- $819M
- Per adviser
- $137M
- Advisers
- 6
No reported disclosures
Divisar Capital Management, LLC
San Francisco, CA · Est. 2016
- AUM
- $813M
- Per adviser
- $271M
- Advisers
- 3
No reported disclosures
Prosperitas Financial, LLC
Valencia, CA · Est. 2021
- AUM
- $812M
- Per adviser
- $35M
- Advisers
- 23
No reported disclosures
Integris Wealth Management, LLC
Monterey, CA · Est. 2006
- AUM
- $812M
- Per adviser
- $81M
- Advisers
- 10
No reported disclosures
Nelson Capital Management, LLC
Menlo Park, CA · Est. 2004
- AUM
- $811M
- Per adviser
- $116M
- Advisers
- 7
No reported disclosures
The Advisory Group Of San Francisco, LLC
San Francisco, CA · Est. 1999
- AUM
- $810M
- Per adviser
- $162M
- Advisers
- 5
No reported disclosures
Roof Eidam Maycock Peralta LLC
San Francisco, CA · Est. 1996
- AUM
- $805M
- Per adviser
- $161M
- Advisers
- 5
No reported disclosures
Felicitas Global Partners, LLC
Pasadena, CA · Est. 2018
- AUM
- $804M
- Per adviser
- $89M
- Advisers
- 9
No reported disclosures
Solstein Capital, LLC
Menlo Park, CA · Est. 2018
- AUM
- $802M
- Per adviser
- $267M
- Advisers
- 3
No reported disclosures
Financial Focus LLC
Carlsbad, CA · Est. 2018
- AUM
- $800M
- Per adviser
- $160M
- Advisers
- 5
No reported disclosures
Relevant Wealth Advisors, LLC
Mill Valley, CA · Est. 1999
- AUM
- $799M
- Per adviser
- $266M
- Advisers
- 3
No reported disclosures
Friends & Family Capital Management, LLC
Menlo Park, CA · Est. 2021
- AUM
- $794M
- Per adviser
- $397M
- Advisers
- 2
No reported disclosures
Monarch Plan Advisors
Simi Valley, CA · Est. 2017
- AUM
- $793M
- Per adviser
- $159M
- Advisers
- 5
No reported disclosures
Calmwater Capital
El Segundo, CA · Est. 2017
- AUM
- $793M
- Per adviser
- $113M
- Advisers
- 7
No reported disclosures
The Wealth Collaborative, INC.
Corona Del Mar, CA · Est. 2007
- AUM
- $792M
- Per adviser
- $396M
- Advisers
- 2
No reported disclosures
Global Imc LLC
Solana Beach, CA · Est. 2014
- AUM
- $790M
- Per adviser
- $61M
- Advisers
- 13
No reported disclosures
Westhill Financial Advisors, INC.
San Rafael, CA · Est. 2010
- AUM
- $789M
- Per adviser
- $132M
- Advisers
- 6
No reported disclosures
Bell Investment Advisors INC
Orinda, CA · Est. 1999
- AUM
- $788M
- Per adviser
- $131M
- Advisers
- 6
No reported disclosures
Shorenstein Investment Advisers LLC
San Francisco, CA · Est. 2024
- AUM
- $788M
- Per adviser
- $24M
- Advisers
- 33
No reported disclosures
Encore Consumer Capital, LP
San Francisco, CA · Est. 2012
- AUM
- $786M
- Per adviser
- $79M
- Advisers
- 10
No reported disclosures
Coastlands Capital LP
San Francisco, CA · Est. 2025
- AUM
- $785M
- Per adviser
- $262M
- Advisers
- 3
No reported disclosures
Whelan Financial
Fresno, CA · Est. 1991
- AUM
- $782M
- Per adviser
- $112M
- Advisers
- 7
No reported disclosures
Creative Capital Management Investments LLC
San Diego, CA · Est. 2017
- AUM
- $780M
- Per adviser
- $111M
- Advisers
- 7
No reported disclosures
Legacy Partners, LLC
Los Angeles, CA · Est. 2011
- AUM
- $778M
- Per adviser
- $259M
- Advisers
- 3
No reported disclosures
Blue Zone Wealth Advisors, LLC
Los Angeles, CA · Est. 2019
- AUM
- $770M
- Per adviser
- $128M
- Advisers
- 6
No reported disclosures
Wilsey Asset Management Incorporated
San Diego, CA · Est. 2009
- AUM
- $768M
- Per adviser
- $384M
- Advisers
- 2
No reported disclosures
Acme
San Francisco, CA · Est. 2017
- AUM
- $767M
- Per adviser
- $153M
- Advisers
- 5
No reported disclosures
Jeppson Wealth Management, LLC
Manhattan Beach, CA · Est. 2019
- AUM
- $763M
- Per adviser
- $127M
- Advisers
- 6
No reported disclosures
San Luis Wealth Advisors
San Luis Obispo, CA · Est. 2020
- AUM
- $760M
- Per adviser
- $190M
- Advisers
- 4
No reported disclosures
Sweeney & Michel, LLC
Chico, CA · Est. 2018
- AUM
- $753M
- Per adviser
- $251M
- Advisers
- 3
No reported disclosures
Banyan Alpha Investment L.P.
South San Francisco, CA · Est. 2021
- AUM
- $752M
- Per adviser
- $188M
- Advisers
- 4
No reported disclosures
Sbj Capital
Walnut Creek, CA · Est. 2022
- AUM
- $749M
- Per adviser
- $54M
- Advisers
- 14
No reported disclosures
Sfe Investment Counsel INC.
Los Angeles, CA · Est. 2007
- AUM
- $748M
- Per adviser
- $83M
- Advisers
- 9
No reported disclosures
Crcm L.P.
San Francisco, CA · Est. 2012
- AUM
- $747M
- Per adviser
- $187M
- Advisers
- 4
No reported disclosures
Running Point Capital Advisors LLC
El Segundo, CA · Est. 2019
- AUM
- $746M
- Per adviser
- $124M
- Advisers
- 6
No reported disclosures
Curewell Capital Management, LLC
Los Angeles, CA · Est. 2024
- AUM
- $744M
- Per adviser
- $106M
- Advisers
- 7
No reported disclosures
Gradient Capital Advisors, LLC
San Diego, CA · Est. 2014
- AUM
- $742M
- Per adviser
- $148M
- Advisers
- 5
No reported disclosures
Mission Creek Capital Partners, INC.
San Francisco, CA · Est. 2018
- AUM
- $742M
- Per adviser
- $74M
- Advisers
- 10
No reported disclosures
Generate Capital Advisors, Pb LLC
San Francisco, CA · Est. 2023
- AUM
- $737M
- Per adviser
- $67M
- Advisers
- 11
No reported disclosures
Clarity Wealth Advisors
San Jose, CA · Est. 2014
- AUM
- $733M
- Per adviser
- $366M
- Advisers
- 2
No reported disclosures
Skba Capital Management, LLC
San Francisco, CA · Est. 1999
- AUM
- $732M
- Per adviser
- $146M
- Advisers
- 5
No reported disclosures
Navalign, LLC
Encino, CA · Est. 2006
- AUM
- $732M
- Per adviser
- $91M
- Advisers
- 8
No reported disclosures
Traveka Wealth, LLC
Los Altos, CA · Est. 2023
- AUM
- $731M
- Per adviser
- $244M
- Advisers
- 3
No reported disclosures
Philadelphia Financial
San Francisco, CA · Est. 2005
- AUM
- $730M
- Per adviser
- $104M
- Advisers
- 7
No reported disclosures
Huber Capital Management LLC
El Segundo, CA · Est. 2007
- AUM
- $729M
- Per adviser
- $122M
- Advisers
- 6
No reported disclosures
The Cypress Funds LLC
Los Angeles, CA · Est. 1996
- AUM
- $723M
- Per adviser
- $241M
- Advisers
- 3
No reported disclosures
Bitwise Investment Manager, LLC
San Francisco, CA · Est. 2022
- AUM
- $722M
- Per adviser
- $120M
- Advisers
- 6
No reported disclosures
Rs Crum INC.
Newport Beach, CA · Est. 2011
- AUM
- $721M
- Per adviser
- $180M
- Advisers
- 4
No reported disclosures
Medina Value Partners, LLC
Los Angeles, CA · Est. 2021
- AUM
- $717M
- Per adviser
- $239M
- Advisers
- 3
No reported disclosures
Atlas Legacy Advisors LLC
Los Angeles, CA · Est. 2024
- AUM
- $715M
- Per adviser
- $179M
- Advisers
- 4
No reported disclosures
Uscf Advisers
Walnut Creek, CA · Est. 2014
- AUM
- $715M
- Per adviser
- $119M
- Advisers
- 6
Frontier Global Partners LLC
La Jolla, CA · Est. 2010
- AUM
- $713M
- Per adviser
- $119M
- Advisers
- 6
No reported disclosures
Arc Advisory LLC
San Francisco, CA · Est. 2024
- AUM
- $708M
- Per adviser
- $89M
- Advisers
- 8
No reported disclosures
Ridgecrest Wealth Partners, LLC
San Rafael, CA · Est. 2021
- AUM
- $705M
- Per adviser
- $353M
- Advisers
- 2
No reported disclosures
Propel Venture Partners Management Co.
San Carlos, CA · Est. 2022
- AUM
- $704M
- Per adviser
- $235M
- Advisers
- 3
No reported disclosures
Safeguard Investment Advisory Group, LLC
Corona, CA · Est. 2017
- AUM
- $702M
- Per adviser
- $78M
- Advisers
- 9
No reported disclosures
Ktf Investments, LLC
Seal Beach, CA · Est. 2025
- AUM
- $700M
- Per adviser
- $175M
- Advisers
- 4
No reported disclosures
Tidemark Management Company LP
Menlo Park, CA · Est. 2022
- AUM
- $700M
- Per adviser
- $78M
- Advisers
- 9
No reported disclosures
Tempus Wealth Planning, LLC
Irvine, CA · Est. 2016
- AUM
- $699M
- Per adviser
- $78M
- Advisers
- 9
No reported disclosures
Hamilton Wealth, LLC
Los Angeles, CA · Est. 2017
- AUM
- $698M
- Per adviser
- $233M
- Advisers
- 3
No reported disclosures
Palo Alto Investors LP
Palo Alto, CA · Est. 2000
- AUM
- $696M
- Per adviser
- $174M
- Advisers
- 4
No reported disclosures
Premier Wealth Advisors, LLC
San Diego, CA · Est. 2018
- AUM
- $695M
- Per adviser
- $116M
- Advisers
- 6
No reported disclosures
Cogenuity Partners, LLC
San Francisco, CA · Est. 2025
- AUM
- $694M
- Per adviser
- $50M
- Advisers
- 14
No reported disclosures
Bw & Associates, INC.
Orange, CA · Est. 2016
- AUM
- $693M
- Per adviser
- $346M
- Advisers
- 2
No reported disclosures
Lazari Capital Management, INC.
Burbank, CA · Est. 2018
- AUM
- $691M
- Per adviser
- $86M
- Advisers
- 8
No reported disclosures
Keenan Capital, LLC
Burlingame, CA · Est. 2018
- AUM
- $688M
- Per adviser
- $138M
- Advisers
- 5
No reported disclosures
Alliance Advisory & Securities, LLC
Westlake Village, CA · Est. 2006
- AUM
- $687M
- Per adviser
- $49M
- Advisers
- 14
No reported disclosures
Ma Private Wealth, LLC
San Carlos, CA · Est. 2018
- AUM
- $686M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Ser Capital Partners Management, LP
Redwood City, CA · Est. 2022
- AUM
- $686M
- Per adviser
- $98M
- Advisers
- 7
No reported disclosures
Phocas Financial Corporation
Alameda, CA · Est. 2005
- AUM
- $683M
- Per adviser
- $137M
- Advisers
- 5
No reported disclosures
Dash Investments
Woodland Hills, CA · Est. 2018
- AUM
- $682M
- Per adviser
- $97M
- Advisers
- 7
No reported disclosures
Yiheng Capital Management, L.P.
San Francisco, CA · Est. 2013
- AUM
- $676M
- Per adviser
- $225M
- Advisers
- 3
No reported disclosures
Integral Wealth Management
Turlock, CA · Est. 2008
- AUM
- $674M
- Per adviser
- $135M
- Advisers
- 5
No reported disclosures
Diversifi Capital INC
Los Altos, CA · Est. 2021
- AUM
- $671M
- Per adviser
- $75M
- Advisers
- 9
No reported disclosures
Planned Solutions, INC.
Folsom, CA · Est. 1988
- AUM
- $671M
- Per adviser
- $112M
- Advisers
- 6
No reported disclosures
Elevation Wealth Partners, LLC
Walnut Creek, CA · Est. 2015
- AUM
- $671M
- Per adviser
- $112M
- Advisers
- 6
No reported disclosures
Pacific Capital
Corona, CA · Est. 2014
- AUM
- $669M
- Per adviser
- $111M
- Advisers
- 6
No reported disclosures
Diligent Investors, LLC
Redlands, CA · Est. 2011
- AUM
- $663M
- Per adviser
- $221M
- Advisers
- 3
No reported disclosures
Cruden Bay Investment Management, LLC
Westlake Village, CA · Est. 2016
- AUM
- $663M
- Per adviser
- $166M
- Advisers
- 4
No reported disclosures
Three Arch Wealth Management LLC
Irvine, CA · Est. 2025
- AUM
- $662M
- Per adviser
- $221M
- Advisers
- 3
No reported disclosures
Westshore Wealth
Newport Beach, CA · Est. 2016
- AUM
- $662M
- Per adviser
- $95M
- Advisers
- 7
No reported disclosures
Betterwealth LLC
San Jose, CA · Est. 2015
- AUM
- $660M
- Per adviser
- $132M
- Advisers
- 5
No reported disclosures
Archer Capital Group Management, LLC
Los Angeles, CA · Est. 2022
- AUM
- $660M
- Per adviser
- $82M
- Advisers
- 8
No reported disclosures
Purus Wealth Management, LLC
Newport Beach, CA · Est. 2015
- AUM
- $658M
- Per adviser
- $165M
- Advisers
- 4
No reported disclosures
Spectrum Asset Management INC
Newport Beach, CA · Est. 1987
- AUM
- $657M
- Per adviser
- $60M
- Advisers
- 11
No reported disclosures
M37 Management LP
Menlo Park, CA · Est. 2025
- AUM
- $656M
- Per adviser
- $164M
- Advisers
- 4
No reported disclosures
Warren Street Wealth Advisors, LLC
Irvine, CA · Est. 2019
- AUM
- $656M
- Per adviser
- $94M
- Advisers
- 7
No reported disclosures
Bmb Advisers LLC
Los Angeles, CA · Est. 2002
- AUM
- $656M
- Per adviser
- $219M
- Advisers
- 3
No reported disclosures
Robinhood Ventures
Menlo Park, CA · Est. 2026
- AUM
- $655M
- Per adviser
- $82M
- Advisers
- 8
No reported disclosures
Rbo & Co, LLC
St. Helena, CA · Est. 2001
- AUM
- $655M
- Per adviser
- $218M
- Advisers
- 3
No reported disclosures
Arixa Management, LLC
Los Angeles, CA · Est. 2025
- AUM
- $648M
- Per adviser
- $15M
- Advisers
- 42
No reported disclosures
Peakview Capital
Menlo Park, CA · Est. 2023
- AUM
- $646M
- Per adviser
- $129M
- Advisers
- 5
No reported disclosures
Dafna Capital Management, LLC
Los Angeles, CA · Est. 2003
- AUM
- $645M
- Per adviser
- $92M
- Advisers
- 7
No reported disclosures
Heritage Wealth Management, INC.
San Diego, CA · Est. 2021
- AUM
- $643M
- Per adviser
- $92M
- Advisers
- 7
No reported disclosures
Libra Wealth LLC
Los Gatos, CA · Est. 2021
- AUM
- $640M
- Per adviser
- $160M
- Advisers
- 4
No reported disclosures
Tcfg Investment Advisors, LLC
Laguna Niguel, CA · Est. 2013
- AUM
- $639M
- Per adviser
- $26M
- Advisers
- 25
Karmel Capital Management LLC
Solana Beach, CA · Est. 2025
- AUM
- $636M
- Per adviser
- $80M
- Advisers
- 8
No reported disclosures
Merritt Point Partners LLC
Oakland, CA · Est. 2026
- AUM
- $636M
- Per adviser
- $212M
- Advisers
- 3
No reported disclosures
The Roxborough Group
San Francisco, CA · Est. 2021
- AUM
- $636M
- Per adviser
- $53M
- Advisers
- 12
No reported disclosures
The Salvetti Group
Sacramento, CA · Est. 2023
- AUM
- $634M
- Per adviser
- $158M
- Advisers
- 4
No reported disclosures
Fortem Financial Group, LLC
Palm Desert, CA · Est. 2018
- AUM
- $632M
- Per adviser
- $105M
- Advisers
- 6
No reported disclosures
Bolthouse Investment Management Services
Bakersfield, CA · Est. 2012
- AUM
- $631M
- Per adviser
- $126M
- Advisers
- 5
No reported disclosures
American Investors Co
San Ramon, CA · Est. 2000
- AUM
- $631M
- Per adviser
- $20M
- Advisers
- 32
No reported disclosures
Neumann Capital Management
Foster City, CA · Est. 1992
- AUM
- $630M
- Per adviser
- $158M
- Advisers
- 4
No reported disclosures
Findec Wealth Services, INC.
Stockton, CA · Est. 2021
- AUM
- $628M
- Per adviser
- $209M
- Advisers
- 3
No reported disclosures
Ariadne Wealth Management, LP
Santa Barbara, CA · Est. 2015
- AUM
- $627M
- Per adviser
- $105M
- Advisers
- 6
No reported disclosures
Epsilon Financial Group, INC.
Fairfield, CA · Est. 2003
- AUM
- $626M
- Per adviser
- $125M
- Advisers
- 5
No reported disclosures
Portfolio Design Labs, LLC
Encino, CA · Est. 2023
- AUM
- $625M
- Per adviser
- $625M
- Advisers
- 1
No reported disclosures
L2 Point Management LLC
San Francisco, CA · Est. 2023
- AUM
- $622M
- Per adviser
- $89M
- Advisers
- 7
No reported disclosures
Avalan, LLC
Santa Barbara, CA · Est. 2016
- AUM
- $622M
- Per adviser
- $57M
- Advisers
- 11
No reported disclosures
Parallaxes Capital
Los Angeles, CA · Est. 2021
- AUM
- $621M
- Per adviser
- $310M
- Advisers
- 2
No reported disclosures
Tri-Ad Capital Management I, LLC
Escondido, CA · Est. 2023
- AUM
- $619M
- Per adviser
- $619M
- Advisers
- 1
No reported disclosures
Meritas Wealth Management, LLC
San Rafael, CA · Est. 2008
- AUM
- $619M
- Per adviser
- $124M
- Advisers
- 5
No reported disclosures
Sancus Capital Management LP
Los Angeles, CA · Est. 2012
- AUM
- $619M
- Per adviser
- $103M
- Advisers
- 6
No reported disclosures
Regis Metro Associates, INC.
San Francisco, CA · Est. 2012
- AUM
- $618M
- Per adviser
- $309M
- Advisers
- 2
No reported disclosures
West Wealth Group, LLC
Irvine, CA · Est. 2021
- AUM
- $617M
- Per adviser
- $47M
- Advisers
- 13
No reported disclosures
Stolper & Co., INC.
San Diego, CA · Est. 1976
- AUM
- $616M
- Per adviser
- $308M
- Advisers
- 2
No reported disclosures
Fmb Wealth Management
Westlake Village, CA · Est. 2002
- AUM
- $616M
- Per adviser
- $123M
- Advisers
- 5
No reported disclosures
Meaningful Partners LLC
El Segundo, CA · Est. 2022
- AUM
- $615M
- Per adviser
- $88M
- Advisers
- 7
No reported disclosures
Financial Alternatives, INC.
La Jolla, CA · Est. 2000
- AUM
- $615M
- Per adviser
- $88M
- Advisers
- 7
No reported disclosures
Stonemark Wealth Management
Pasadena, CA · Est. 2012
- AUM
- $610M
- Per adviser
- $76M
- Advisers
- 8
No reported disclosures
Woodward Diversified Capital, LLC
Bakersfield, CA · Est. 2019
- AUM
- $610M
- Per adviser
- $152M
- Advisers
- 4
No reported disclosures
Caldwell Sutter Capital, INC.
Sausalito, CA · Est. 2006
- AUM
- $606M
- Per adviser
- $121M
- Advisers
- 5
No reported disclosures
Ar Asset Management, INC.
West Hollywood, CA · Est. 1982
- AUM
- $603M
- Per adviser
- $151M
- Advisers
- 4
No reported disclosures
Agriglobe Land Advisors, LLC
Fresno, CA · Est. 2025
- AUM
- $602M
- Per adviser
- $151M
- Advisers
- 4
No reported disclosures
Praetorian Guard, A Division Of Praetorian Wealth Management,INC
Carmel, CA · Est. 2008
- AUM
- $599M
- Per adviser
- $75M
- Advisers
- 8
No reported disclosures
Measured Risk Portfolios
San Diego, CA · Est. 2014
- AUM
- $597M
- Per adviser
- $149M
- Advisers
- 4
No reported disclosures
Treehouse Wealth Advisors
Walnut Creek, CA · Est. 2018
- AUM
- $597M
- Per adviser
- $119M
- Advisers
- 5
No reported disclosures
Octahedron Capital Management, L.P.
Burlingame, CA · Est. 2022
- AUM
- $594M
- Per adviser
- $149M
- Advisers
- 4
No reported disclosures
Inclusive Capital Partners, L.P.
San Francisco, CA · Est. 2020
- AUM
- $591M
- Per adviser
- $197M
- Advisers
- 3
No reported disclosures
Section Partners Management, LLC
Palo Alto, CA · Est. 2021
- AUM
- $590M
- Per adviser
- $98M
- Advisers
- 6
No reported disclosures
Mig Capital, LLC
Newport Beach, CA · Est. 2012
- AUM
- $590M
- Per adviser
- $590M
- Advisers
- 1
No reported disclosures
Castle Rock Wealth Management, LLC
Walnut Creek, CA · Est. 2017
- AUM
- $587M
- Per adviser
- $84M
- Advisers
- 7
No reported disclosures
Cuadrilla Capital, LLC
Santa Barbara, CA · Est. 2021
- AUM
- $587M
- Per adviser
- $73M
- Advisers
- 8
No reported disclosures
Arx Management, LLC
El Segundo, CA · Est. 2020
- AUM
- $586M
- Per adviser
- $293M
- Advisers
- 2
No reported disclosures
Riley Friedman Asset Management
Los Altos, CA · Est. 2011
- AUM
- $585M
- Per adviser
- $292M
- Advisers
- 2
No reported disclosures
Pathview Wealth Advisors
San Diego, CA · Est. 2020
- AUM
- $583M
- Per adviser
- $97M
- Advisers
- 6
No reported disclosures
Avalon Capital Management
Port Of Redwood City, CA · Est. 1992
- AUM
- $582M
- Per adviser
- $194M
- Advisers
- 3
No reported disclosures
Stewart Wealth Management, INC.
San Rafael, CA · Est. 2017
- AUM
- $582M
- Per adviser
- $194M
- Advisers
- 3
No reported disclosures
Boxer Capital Management, LLC
San Diego, CA · Est. 2024
- AUM
- $578M
- Per adviser
- $72M
- Advisers
- 8
No reported disclosures
Angeleno Group, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $577M
- Per adviser
- $72M
- Advisers
- 8
No reported disclosures
Western Standard, LLC
Los Angeles, CA · Est. 2016
- AUM
- $575M
- Per adviser
- $96M
- Advisers
- 6
No reported disclosures
Curtis Advisory Group, LLC
Santa Barbara, CA · Est. 2015
- AUM
- $574M
- Per adviser
- $191M
- Advisers
- 3
No reported disclosures
G.W. Sherwold Associates, INC.
Lake Forest, CA · Est. 2020
- AUM
- $572M
- Per adviser
- $572M
- Advisers
- 1
No reported disclosures
Linepoint Partners & Co.
Los Angeles, CA · Est. 2024
- AUM
- $572M
- Per adviser
- $191M
- Advisers
- 3
No reported disclosures
Painted Porch Advisors LLC
Santa Barbara, CA · Est. 2021
- AUM
- $572M
- Per adviser
- $44M
- Advisers
- 13
No reported disclosures
Ttp Investments, INC.
San Jose, CA · Est. 2016
- AUM
- $571M
- Per adviser
- $190M
- Advisers
- 3
No reported disclosures
Bay Hills Capital Management, LLC
San Francisco, CA · Est. 2012
- AUM
- $570M
- Per adviser
- $114M
- Advisers
- 5
No reported disclosures
Potentia Wealth
San Jose, CA · Est. 2024
- AUM
- $569M
- Per adviser
- $81M
- Advisers
- 7
No reported disclosures
Pier 88 Investment Partners, LLC
San Francisco, CA · Est. 2016
- AUM
- $568M
- Per adviser
- $114M
- Advisers
- 5
No reported disclosures
Hillcrest Financial Group
Thousand Oaks, CA · Est. 2022
- AUM
- $568M
- Per adviser
- $114M
- Advisers
- 5
No reported disclosures
Frec
San Francisco, CA · Est. 2023
- AUM
- $567M
- Per adviser
- $567M
- Advisers
- 1
No reported disclosures
Alteri Wealth
Westlake Village, CA · Est. 2024
- AUM
- $566M
- Per adviser
- $189M
- Advisers
- 3
No reported disclosures
Jackson Square Capital, LLC
San Francisco, CA · Est. 2019
- AUM
- $564M
- Per adviser
- $113M
- Advisers
- 5
No reported disclosures
Tortuga Advisers LLC
Simi Valley, CA · Est. 2005
- AUM
- $564M
- Per adviser
- $564M
- Advisers
- 1
No reported disclosures
Towerpoint Wealth, LLC
Sacramento, CA · Est. 2017
- AUM
- $561M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Coral Tree Management, LP
Los Angeles, CA · Est. 2021
- AUM
- $560M
- Per adviser
- $93M
- Advisers
- 6
No reported disclosures
Aecom Capital Real Estate, LLC
Los Angeles, CA · Est. 2018
- AUM
- $560M
- Per adviser
- $560M
- Advisers
- 1
No reported disclosures
Ocean Path Advisors, LLC
Manhattan Beach, CA · Est. 2026
- AUM
- $560M
- Per adviser
- $93M
- Advisers
- 6
No reported disclosures
Impact Investment Adviser LLC
San Francisco, CA · Est. 2009
- AUM
- $559M
- Per adviser
- $70M
- Advisers
- 8
No reported disclosures
Life Line Wealth Management LLC
Beverly Hills, CA · Est. 2019
- AUM
- $558M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Trinity Capital Management, LLC
Santa Barbara, CA · Est. 2007
- AUM
- $557M
- Per adviser
- $139M
- Advisers
- 4
No reported disclosures
Sf Equity Partners Management, LLC
San Francisco, CA · Est. 2019
- AUM
- $556M
- Per adviser
- $93M
- Advisers
- 6
No reported disclosures
Ion Pacific, INC.
Venice, CA · Est. 2025
- AUM
- $555M
- Per adviser
- $69M
- Advisers
- 8
No reported disclosures
Avalon Global Asset Management LLC
San Francisco, CA · Est. 1999
- AUM
- $554M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
Asset Planning, INC
Los Alamitos, CA · Est. 2004
- AUM
- $553M
- Per adviser
- $111M
- Advisers
- 5
No reported disclosures
Creekside Partners
Petaluma, CA · Est. 2008
- AUM
- $553M
- Per adviser
- $277M
- Advisers
- 2
No reported disclosures
Omega Financial Group, LLC
Santa Barbara, CA · Est. 2013
- AUM
- $552M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Dedora Capital, INC.
Napa, CA · Est. 2015
- AUM
- $551M
- Per adviser
- $138M
- Advisers
- 4
No reported disclosures
Cable Car Capital, LP
San Francisco, CA · Est. 2023
- AUM
- $548M
- Per adviser
- $183M
- Advisers
- 3
No reported disclosures
Crux Wealth Advisors
Long Beach, CA · Est. 2024
- AUM
- $548M
- Per adviser
- $50M
- Advisers
- 11
No reported disclosures
Jet Wealth Advisors
La Jolla, CA · Est. 2026
- AUM
- $547M
- Per adviser
- $91M
- Advisers
- 6
No reported disclosures
Selby Wealth Management
Emeryville, CA · Est. 2024
- AUM
- $545M
- Per adviser
- $182M
- Advisers
- 3
No reported disclosures
Sierra Ocean, LLC
Ripon, CA · Est. 2021
- AUM
- $545M
- Per adviser
- $182M
- Advisers
- 3
No reported disclosures
Andrews, Lucia Wealth Management LLC
Danville, CA · Est. 2006
- AUM
- $543M
- Per adviser
- $543M
- Advisers
- 1
No reported disclosures
Aphias Capital, L.P.
San Francisco, CA · Est. 2025
- AUM
- $542M
- Per adviser
- $49M
- Advisers
- 11
No reported disclosures
Ahoy Capital
Palo Alto, CA · Est. 2019
- AUM
- $540M
- Per adviser
- $270M
- Advisers
- 2
No reported disclosures
Lk&A Investment Counsel
Pasadena, CA · Est. 1985
- AUM
- $540M
- Per adviser
- $270M
- Advisers
- 2
No reported disclosures
K Fund Capital Management, LLC
Los Angeles, CA · Est. 2023
- AUM
- $539M
- Per adviser
- $539M
- Advisers
- 1
No reported disclosures
Legacy Capital Group California, INC.
Los Gatos, CA · Est. 2008
- AUM
- $536M
- Per adviser
- $179M
- Advisers
- 3
No reported disclosures
Triagen Wealth Management LLC
Calabasas, CA · Est. 2020
- AUM
- $535M
- Per adviser
- $178M
- Advisers
- 3
No reported disclosures
Passport Capital, LLC
San Francisco, CA · Est. 2006
- AUM
- $532M
- Per adviser
- $106M
- Advisers
- 5
No reported disclosures
Dst Wealth Management LLC
Indian Wells, CA · Est. 2020
- AUM
- $532M
- Per adviser
- $106M
- Advisers
- 5
No reported disclosures
Cerro Pacific Wealth Advisors, LLC
San Luis Obispo, CA · Est. 2020
- AUM
- $532M
- Per adviser
- $133M
- Advisers
- 4
No reported disclosures
Willow Creek Financial
San Diego, CA · Est. 2016
- AUM
- $529M
- Per adviser
- $106M
- Advisers
- 5
No reported disclosures
Ariston Services Group, LLC
San Diego, CA · Est. 2008
- AUM
- $527M
- Per adviser
- $176M
- Advisers
- 3
No reported disclosures
Retirement Wellness Group
Pasadena, CA · Est. 2018
- AUM
- $527M
- Per adviser
- $263M
- Advisers
- 2
No reported disclosures
Sst Benefits Consulting
Aliso Viejo, CA · Est. 2017
- AUM
- $524M
- Per adviser
- $175M
- Advisers
- 3
No reported disclosures
Dlk Investment Management
Solana Beach, CA · Est. 2009
- AUM
- $524M
- Per adviser
- $105M
- Advisers
- 5
No reported disclosures
Verso Partners
San Francisco, CA · Est. 2022
- AUM
- $522M
- Per adviser
- $130M
- Advisers
- 4
No reported disclosures
Reflow Services, LLC
San Francisco, CA · Est. 2017
- AUM
- $521M
- Per adviser
- $261M
- Advisers
- 2
No reported disclosures
Paul Capital
San Francisco, CA · Est. 2002
- AUM
- $521M
- Per adviser
- $74M
- Advisers
- 7
No reported disclosures
Grounded Capital, LLC
Mill Valley, CA · Est. 2022
- AUM
- $520M
- Per adviser
- $74M
- Advisers
- 7
No reported disclosures
Parkshore Wealth Management
Granite Bay, CA · Est. 2013
- AUM
- $518M
- Per adviser
- $129M
- Advisers
- 4
No reported disclosures
Seldon Capital LP
San Francisco, CA · Est. 2019
- AUM
- $518M
- Per adviser
- $104M
- Advisers
- 5
No reported disclosures
Nestyield Etfs
Downey, CA · Est. 2024
- AUM
- $517M
- Per adviser
- $259M
- Advisers
- 2
No reported disclosures
Chelsea Management Company
Woodland Hills, CA · Est. 1971
- AUM
- $517M
- Per adviser
- $172M
- Advisers
- 3
No reported disclosures
Gifford Fong Associates
Lafayette, CA · Est. 2007
- AUM
- $517M
- Per adviser
- $103M
- Advisers
- 5
No reported disclosures
Prudent Investors
Lake Forest, CA · Est. 2014
- AUM
- $516M
- Per adviser
- $172M
- Advisers
- 3
No reported disclosures
Prism Advisors, INC.
Studio City, CA · Est. 2017
- AUM
- $515M
- Per adviser
- $103M
- Advisers
- 5
No reported disclosures
Gavilan Investment Partners LLC
Burlingame, CA · Est. 2022
- AUM
- $515M
- Per adviser
- $257M
- Advisers
- 2
No reported disclosures
Dew Point Capital
Los Angeles, CA · Est. 2021
- AUM
- $513M
- Per adviser
- $257M
- Advisers
- 2
Cypress Point Investment Management LP
Mill Valley, CA · Est. 2024
- AUM
- $512M
- Per adviser
- $128M
- Advisers
- 4
No reported disclosures
Robert L. Bender, INC. Dba Robert Bender & Associates
Pasadena, CA · Est. 1978
- AUM
- $511M
- Per adviser
- $255M
- Advisers
- 2
No reported disclosures
Ibn Asset Management, LLC
Thousand Oaks, CA · Est. 2020
- AUM
- $508M
- Per adviser
- $85M
- Advisers
- 6
No reported disclosures
Solace Capital Partners, L.P.
El Segundo, CA · Est. 2015
- AUM
- $508M
- Per adviser
- $64M
- Advisers
- 8
No reported disclosures
Financial Designs Corporation
Claremont, CA · Est. 1995
- AUM
- $508M
- Per adviser
- $169M
- Advisers
- 3
No reported disclosures
Ducere Wealth Management
Newport Beach, CA · Est. 2025
- AUM
- $504M
- Per adviser
- $84M
- Advisers
- 6
No reported disclosures
Weinberger Asset Management, INC
Los Angeles, CA · Est. 2018
- AUM
- $504M
- Per adviser
- $168M
- Advisers
- 3
No reported disclosures
Prosperity Financial Group, INC.
San Ramon, CA · Est. 2025
- AUM
- $503M
- Per adviser
- $63M
- Advisers
- 8
No reported disclosures
Preservation Equity Fund Advisors, LLC
Irvine, CA · Est. 2022
- AUM
- $503M
- Per adviser
- $168M
- Advisers
- 3
No reported disclosures
Boltwood Capital Management
Walnut Creek, CA · Est. 1986
- AUM
- $503M
- Per adviser
- $251M
- Advisers
- 2
No reported disclosures
Private Wealth Solutions, LLC
Calabasas, CA · Est. 2017
- AUM
- $500M
- Per adviser
- $250M
- Advisers
- 2
No reported disclosures
Greenstone Partners, LLC
Larkspur, CA · Est. 2024
- AUM
- $499M
- Per adviser
- $166M
- Advisers
- 3
No reported disclosures
Presidio Capital Management, LLC
San Diego, CA · Est. 2022
- AUM
- $499M
- Per adviser
- $55M
- Advisers
- 9
No reported disclosures
Powerlaw Fund Adviser, LLC
San Francisco, CA · Est. 2025
- AUM
- $496M
- Per adviser
- $71M
- Advisers
- 7
No reported disclosures
Structural Capital Management Company II, LP
Menlo Park, CA · Est. 2020
- AUM
- $496M
- Per adviser
- $62M
- Advisers
- 8
No reported disclosures
Infanger Investment Technology, LLC
Mountain View, CA · Est. 2000
- AUM
- $495M
- Per adviser
- $495M
- Advisers
- 1
No reported disclosures
Jdh Wealth Management, LLC
Santa Rosa, CA · Est. 2015
- AUM
- $495M
- Per adviser
- $247M
- Advisers
- 2
No reported disclosures
The O'Donnell Group
Chico, CA · Est. 2016
- AUM
- $492M
- Per adviser
- $246M
- Advisers
- 2
No reported disclosures
Atwater Capital, LLC
Los Angeles, CA · Est. 2021
- AUM
- $491M
- Per adviser
- $246M
- Advisers
- 2
No reported disclosures
One Degree Advisors, INC.
San Diego, CA · Est. 2014
- AUM
- $489M
- Per adviser
- $82M
- Advisers
- 6
No reported disclosures
Westerly Capital Management LLC
San Francisco, CA · Est. 2022
- AUM
- $489M
- Per adviser
- $244M
- Advisers
- 2
No reported disclosures
Gordian Wealth Advisors, LLC
Mill Valley, CA · Est. 2015
- AUM
- $489M
- Per adviser
- $98M
- Advisers
- 5
No reported disclosures
Financial Avengers, INC.
Oakland, CA · Est. 2013
- AUM
- $488M
- Per adviser
- $244M
- Advisers
- 2
No reported disclosures
Bell & Brown Wealth Advisors, LLC
Newport Beach, CA · Est. 2015
- AUM
- $487M
- Per adviser
- $243M
- Advisers
- 2
No reported disclosures
Rosenblum Silverman Sutton Sf INC
San Francisco, CA · Est. 1984
- AUM
- $487M
- Per adviser
- $162M
- Advisers
- 3
No reported disclosures
Interlock Equity LP
Los Angeles, CA · Est. 2023
- AUM
- $486M
- Per adviser
- $41M
- Advisers
- 12
No reported disclosures
Nwk Group
San Francisco, CA · Est. 2002
- AUM
- $485M
- Per adviser
- $121M
- Advisers
- 4
No reported disclosures
Van Strum & Towne INC
San Francisco, CA · Est. 1976
- AUM
- $483M
- Per adviser
- $161M
- Advisers
- 3
No reported disclosures
Trellis Wealth Advisors, LLC
San Luis Obispo, CA · Est. 2014
- AUM
- $480M
- Per adviser
- $120M
- Advisers
- 4
No reported disclosures
Adams Ashby Financial Advisors
Sacramento, CA · Est. 2018
- AUM
- $480M
- Per adviser
- $240M
- Advisers
- 2
No reported disclosures
Elmwood Wealth Management
Berkeley, CA · Est. 2017
- AUM
- $478M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
Barnes Wealth Management Group
Bakersfield, CA · Est. 2020
- AUM
- $477M
- Per adviser
- $68M
- Advisers
- 7
No reported disclosures
Andra Capital LLC
San Francisco, CA · Est. 2026
- AUM
- $477M
- Per adviser
- $95M
- Advisers
- 5
No reported disclosures
Wimmer Associates LLC
Pasadena, CA · Est. 2004
- AUM
- $476M
- Per adviser
- $119M
- Advisers
- 4
No reported disclosures
Sds Real Estate Advisors
Los Angeles, CA · Est. 2021
- AUM
- $474M
- Per adviser
- $43M
- Advisers
- 11
No reported disclosures
Lighthouse Financial Services INC
Brea, CA · Est. 1988
- AUM
- $473M
- Per adviser
- $95M
- Advisers
- 5
No reported disclosures
The Sterling Group
Pasadena, CA · Est. 2012
- AUM
- $471M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
Illumination Wealth Management
San Diego, CA · Est. 2021
- AUM
- $471M
- Per adviser
- $52M
- Advisers
- 9
No reported disclosures
Wealthvalues, LLC
Redwood City, CA · Est. 2006
- AUM
- $467M
- Per adviser
- $233M
- Advisers
- 2
No reported disclosures
Clelland & Company INC
San Diego, CA · Est. 1989
- AUM
- $466M
- Per adviser
- $233M
- Advisers
- 2
No reported disclosures
Arrowroot Capital Management, LLC
Marina Del Rey, CA · Est. 2018
- AUM
- $465M
- Per adviser
- $52M
- Advisers
- 9
No reported disclosures
Vert Asset Management LLC
Sausalito, CA · Est. 2017
- AUM
- $464M
- Per adviser
- $232M
- Advisers
- 2
No reported disclosures
Mkt Advisors LLC
Carlsbad, CA · Est. 2012
- AUM
- $464M
- Per adviser
- $116M
- Advisers
- 4
No reported disclosures
Monarch Wealth Strategies
Santa Barbara, CA · Est. 2020
- AUM
- $463M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Tidemark, LLC
San Diego, CA · Est. 2023
- AUM
- $463M
- Per adviser
- $58M
- Advisers
- 8
No reported disclosures
Sierra Asset Management
Oakhurst, CA · Est. 1999
- AUM
- $462M
- Per adviser
- $462M
- Advisers
- 1
No reported disclosures
Red Iron Group Management, LLC
Menlo Park, CA · Est. 2022
- AUM
- $462M
- Per adviser
- $51M
- Advisers
- 9
No reported disclosures
Aof Management LLC
Los Angeles, CA · Est. 2023
- AUM
- $461M
- Per adviser
- $77M
- Advisers
- 6
No reported disclosures
Saybrook Fund Advisors, LLC
Santa Monica, CA · Est. 2011
- AUM
- $461M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Beta Wealth Group, INC
San Diego, CA · Est. 2012
- AUM
- $460M
- Per adviser
- $153M
- Advisers
- 3
No reported disclosures
Seaside Wealth Management, INC.
Carlsbad, CA · Est. 2017
- AUM
- $459M
- Per adviser
- $42M
- Advisers
- 11
No reported disclosures
True Wave Wealth Planners
Sacramento, CA · Est. 2018
- AUM
- $456M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Provenance Management Co., LP
Beverly Hills, CA · Est. 2023
- AUM
- $454M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
Confidence Wealth Management, INC.
Los Angeles, CA · Est. 2021
- AUM
- $454M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
Audent Global Asset Management, LLC
West Hollywood, CA · Est. 2020
- AUM
- $452M
- Per adviser
- $113M
- Advisers
- 4
No reported disclosures
Rba Wealth Management, LLC
Newport Beach, CA · Est. 2017
- AUM
- $452M
- Per adviser
- $226M
- Advisers
- 2
No reported disclosures
Private Wealth Advisors
Fresno, CA · Est. 2008
- AUM
- $451M
- Per adviser
- $226M
- Advisers
- 2
No reported disclosures
Kinetic Investment Management, INC.
Los Angeles, CA · Est. 2020
- AUM
- $451M
- Per adviser
- $16M
- Advisers
- 29
No reported disclosures
Nolan Management LLC
Hermosa Beach, CA · Est. 2022
- AUM
- $450M
- Per adviser
- $90M
- Advisers
- 5
No reported disclosures
Stephenson And Company, INC.
San Clemente, CA · Est. 2019
- AUM
- $447M
- Per adviser
- $149M
- Advisers
- 3
No reported disclosures
Roberts Wealth Advisors, LLC
Menlo Park, CA · Est. 2020
- AUM
- $446M
- Per adviser
- $111M
- Advisers
- 4
No reported disclosures
Spectrum Wealth Advisory Group, LLC
Granite Bay, CA · Est. 2018
- AUM
- $445M
- Per adviser
- $111M
- Advisers
- 4
No reported disclosures
O'Boyle Wealth Management, INC.
Beverly Hills, CA · Est. 2018
- AUM
- $444M
- Per adviser
- $89M
- Advisers
- 5
No reported disclosures
Pavion Blue Capital, LLC
Newport Beach, CA · Est. 2019
- AUM
- $444M
- Per adviser
- $222M
- Advisers
- 2
No reported disclosures
Greykasell Wealth Strategies, INC.
Danville, CA · Est. 2024
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Spiegelman Wealth Management, INC.
Walnut Creek, CA · Est. 2025
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Lifesteps Financial
Claremont, CA · Est. 2010
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Figure Investment Advisors, LLC
San Francisco, CA · Est. 2012
- AUM
- $442M
- Per adviser
- $221M
- Advisers
- 2
No reported disclosures
Ag Asset Advisory, LLC
Los Angeles, CA · Est. 2015
- AUM
- $440M
- Per adviser
- $220M
- Advisers
- 2
No reported disclosures
Osterweis Capital Management
San Francisco, CA · Est. 1983
- AUM
- $439M
- Per adviser
- $31M
- Advisers
- 14
No reported disclosures
Groundforce Capital Management, LLC
Mill Valley, CA · Est. 2021
- AUM
- $439M
- Per adviser
- $73M
- Advisers
- 6
No reported disclosures
Blueprint Investing LLC
San Francisco, CA · Est. 2021
- AUM
- $436M
- Per adviser
- $218M
- Advisers
- 2
No reported disclosures
Westend Capital Management, LLC.
Sausalito, CA · Est. 2002
- AUM
- $436M
- Per adviser
- $145M
- Advisers
- 3
Carmel Capital Partners, LLC
San Diego, CA · Est. 2005
- AUM
- $434M
- Per adviser
- $87M
- Advisers
- 5
No reported disclosures
Sestante Family Office
Coronado, CA · Est. 2025
- AUM
- $434M
- Per adviser
- $217M
- Advisers
- 2
No reported disclosures
Bgv Vc Management LLC
Menlo Park, CA · Est. 2026
- AUM
- $433M
- Per adviser
- $87M
- Advisers
- 5
No reported disclosures
Regents Park Funds, LLC
Irvine, CA · Est. 2017
- AUM
- $433M
- Per adviser
- $108M
- Advisers
- 4
No reported disclosures
Lightspeed Faction
Palo Alto, CA · Est. 2022
- AUM
- $433M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Engaged Capital
Newport Beach, CA · Est. 2012
- AUM
- $432M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Tricord Advisors, INC.
Riverside, CA · Est. 2018
- AUM
- $432M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Foreword Capital, LP
San Francisco, CA · Est. 2025
- AUM
- $431M
- Per adviser
- $86M
- Advisers
- 5
No reported disclosures
Arrowroot Family Office, LLC
Marina Del Rey, CA · Est. 2021
- AUM
- $431M
- Per adviser
- $43M
- Advisers
- 10
Abound Financial
Granite Bay, CA · Est. 2023
- AUM
- $428M
- Per adviser
- $214M
- Advisers
- 2
No reported disclosures
Belay Investment Group, LLC
Sherman Oaks, CA · Est. 2016
- AUM
- $427M
- Per adviser
- $39M
- Advisers
- 11
No reported disclosures
O'Donnell Financial Services, LLC
San Rafael, CA · Est. 2017
- AUM
- $427M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Tcw Asset Backed Finance Management Company LLC
Los Angeles, CA · Est. 2024
- AUM
- $425M
- Per adviser
- $18M
- Advisers
- 24
No reported disclosures
Syrios Wealth Management Group
La Jolla, CA · Est. 2024
- AUM
- $425M
- Per adviser
- $425M
- Advisers
- 1
No reported disclosures
Castle Coast Wealth, LLC
La Jolla, CA · Est. 2019
- AUM
- $424M
- Per adviser
- $106M
- Advisers
- 4
No reported disclosures
Blakeslee & Blakeslee Financial Advisers INC.
San Luis Obispo, CA · Est. 2019
- AUM
- $423M
- Per adviser
- $60M
- Advisers
- 7
No reported disclosures
Mccarthy Asset Management, INC.
Redwood Shores, CA · Est. 2002
- AUM
- $422M
- Per adviser
- $211M
- Advisers
- 2
No reported disclosures
Rubicon Advisors
Redding, CA · Est. 2017
- AUM
- $421M
- Per adviser
- $22M
- Advisers
- 19
No reported disclosures
Gencap Portfolio Management
Tiburon, CA · Est. 2015
- AUM
- $420M
- Per adviser
- $53M
- Advisers
- 8
No reported disclosures
Potrero Capital Research, LLC
San Francisco, CA · Est. 2016
- AUM
- $420M
- Per adviser
- $140M
- Advisers
- 3
No reported disclosures
Seabird Investment Partners
San Diego, CA · Est. 2016
- AUM
- $419M
- Per adviser
- $84M
- Advisers
- 5
No reported disclosures
Honte Advisors LLC
Berkeley, CA · Est. 2020
- AUM
- $418M
- Per adviser
- $139M
- Advisers
- 3
No reported disclosures
Flatrock Wealth Partners LLC
Newport Beach, CA · Est. 2024
- AUM
- $418M
- Per adviser
- $209M
- Advisers
- 2
No reported disclosures
Eagle Wealth Management Group INC.
Valencia, CA · Est. 2023
- AUM
- $418M
- Per adviser
- $84M
- Advisers
- 5
No reported disclosures
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA · Est. 2024
- AUM
- $415M
- Per adviser
- $138M
- Advisers
- 3
No reported disclosures
First Wilshire Securities Management, INC.
Pasadena, CA · Est. 1980
- AUM
- $415M
- Per adviser
- $69M
- Advisers
- 6
No reported disclosures
Flywheel Private Wealth LLC
Los Altos, CA · Est. 2023
- AUM
- $415M
- Per adviser
- $415M
- Advisers
- 1
No reported disclosures
Center Capital Partners LLC
Beverly Hills, CA · Est. 2024
- AUM
- $415M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Oak Asset Management, LLC
Westlake Village, CA · Est. 2017
- AUM
- $414M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Ted Buchan & Company
San Diego, CA · Est. 2018
- AUM
- $413M
- Per adviser
- $207M
- Advisers
- 2
No reported disclosures
Petix & Botte Financial
La Mesa, CA · Est. 2014
- AUM
- $412M
- Per adviser
- $137M
- Advisers
- 3
No reported disclosures
Everest Private Wealth
Cupertino, CA · Est. 2021
- AUM
- $411M
- Per adviser
- $205M
- Advisers
- 2
No reported disclosures
Eso Management Services LLC
San Mateo, CA · Est. 2017
- AUM
- $411M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Lavelle Capital
San Francisco, CA · Est. 2021
- AUM
- $410M
- Per adviser
- $137M
- Advisers
- 3
No reported disclosures
Ogborne Capital Management, LLC.
San Francisco, CA · Est. 2021
- AUM
- $410M
- Per adviser
- $205M
- Advisers
- 2
No reported disclosures
Boyd Wealth Management, LLC
Sacramento, CA · Est. 2018
- AUM
- $410M
- Per adviser
- $82M
- Advisers
- 5
No reported disclosures
Navigoe, LLC
Redondo Beach, CA · Est. 2013
- AUM
- $408M
- Per adviser
- $204M
- Advisers
- 2
No reported disclosures
Womack Wealth Management, INC.
Manhattan Beach, CA · Est. 2016
- AUM
- $407M
- Per adviser
- $58M
- Advisers
- 7
No reported disclosures
Orbis Investment Management (U.S.), L.P.
San Francisco, CA · Est. 2019
- AUM
- $405M
- Per adviser
- $45M
- Advisers
- 9
No reported disclosures
Capital Trust Advisors
San Rafael, CA · Est. 2021
- AUM
- $403M
- Per adviser
- $134M
- Advisers
- 3
No reported disclosures
O'Neil Global Advisors, INC.
Los Angeles, CA · Est. 2020
- AUM
- $402M
- Per adviser
- $50M
- Advisers
- 8
No reported disclosures
Practicecfo Investments
San Diego, CA · Est. 2021
- AUM
- $402M
- Per adviser
- $33M
- Advisers
- 12
No reported disclosures
Essential Partners LLC
Rancho Santa Fe,, CA · Est. 2022
- AUM
- $401M
- Per adviser
- $201M
- Advisers
- 2
No reported disclosures
Ticino Wealth
Mission Viejo, CA · Est. 2025
- AUM
- $400M
- Per adviser
- $200M
- Advisers
- 2
No reported disclosures
Revitate Fund Advisor LLC
Newport Beach, CA · Est. 2023
- AUM
- $399M
- Per adviser
- $66M
- Advisers
- 6
No reported disclosures
Alpha Solutions Investment Advisors
South San Francisco, CA · Est. 2022
- AUM
- $397M
- Per adviser
- $99M
- Advisers
- 4
No reported disclosures
Miramontes Capital, LLC
Newport Beach, CA · Est. 2017
- AUM
- $397M
- Per adviser
- $50M
- Advisers
- 8
No reported disclosures
New Insight Wealth Advisors
San Ramon, CA · Est. 2022
- AUM
- $397M
- Per adviser
- $79M
- Advisers
- 5
No reported disclosures
Wagner Loftin Investment Services LLC
Pleasant Hill, CA · Est. 2004
- AUM
- $396M
- Per adviser
- $57M
- Advisers
- 7
No reported disclosures
Knuff & Company LLC
Foster City, CA · Est. 2018
- AUM
- $394M
- Per adviser
- $131M
- Advisers
- 3
No reported disclosures
"Tate Asset Management" And "Dco Wealth Management"
Rancho Santa Fe, CA · Est. 2017
- AUM
- $393M
- Per adviser
- $98M
- Advisers
- 4
No reported disclosures
Core Wealth Partners LLC
Santa Rosa, CA · Est. 2022
- AUM
- $393M
- Per adviser
- $79M
- Advisers
- 5
No reported disclosures
Carmel Capital Management L.L.C.
Carmel, CA · Est. 2002
- AUM
- $392M
- Per adviser
- $65M
- Advisers
- 6
Drc Investment Advisors, LLC
Santa Monica, CA · Est. 2025
- AUM
- $391M
- Per adviser
- $98M
- Advisers
- 4
No reported disclosures
Platt Wealth Management
San Diego, CA · Est. 2018
- AUM
- $391M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Shrier Wealth Management, LLC
Los Angeles, CA · Est. 2025
- AUM
- $391M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Harold Davidson & Associates, INC
Los Angeles, CA · Est. 1974
- AUM
- $391M
- Per adviser
- $130M
- Advisers
- 3
No reported disclosures
Clearlight Partners Management, LLC
Newport Beach, CA · Est. 2012
- AUM
- $390M
- Per adviser
- $56M
- Advisers
- 7
No reported disclosures
Hahn Capital Management, LLC
Walnut Creek, CA · Est. 1988
- AUM
- $390M
- Per adviser
- $78M
- Advisers
- 5
No reported disclosures
Pacific Point Advisors, LLC
San Diego, CA · Est. 2022
- AUM
- $390M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Avisen Advisors, LLC
Sacramento, CA · Est. 2007
- AUM
- $389M
- Per adviser
- $43M
- Advisers
- 9
No reported disclosures
Socotra Management, INC.
Sacramento, CA · Est. 2024
- AUM
- $389M
- Per adviser
- $97M
- Advisers
- 4
No reported disclosures
Pathways Advisory Group, INC.
Fresno, CA · Est. 2007
- AUM
- $388M
- Per adviser
- $78M
- Advisers
- 5
No reported disclosures
Brian D. Lowder, INC.
San Diego, CA · Est. 1986
- AUM
- $388M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Orso Partners, LP
South San Francisco, CA · Est. 2021
- AUM
- $387M
- Per adviser
- $194M
- Advisers
- 2
No reported disclosures
Braeswood Carbon Management, LLC
San Francisco, CA · Est. 2024
- AUM
- $387M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Lewis Asset Management
Lafayette, CA · Est. 2020
- AUM
- $387M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Archvest Wealth Advisors, INC.
Concord, CA · Est. 2020
- AUM
- $387M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Canter Wealth
La Jolla, CA · Est. 2019
- AUM
- $386M
- Per adviser
- $55M
- Advisers
- 7
No reported disclosures
Ostrofe Financial Consultants INC
Grass Valley, CA · Est. 1989
- AUM
- $386M
- Per adviser
- $129M
- Advisers
- 3
No reported disclosures
Lasalle Debt Investors, INC.
Los Angeles, CA · Est. 2012
- AUM
- $385M
- Per adviser
- $27M
- Advisers
- 14
No reported disclosures
Ketron Financial LLC
Novato, CA · Est. 2024
- AUM
- $384M
- Per adviser
- $128M
- Advisers
- 3
No reported disclosures
Architect Equity
El Segundo, CA · Est. 2024
- AUM
- $384M
- Per adviser
- $30M
- Advisers
- 13
No reported disclosures
Ats Wealth Management
San Diego, CA · Est. 2020
- AUM
- $384M
- Per adviser
- $96M
- Advisers
- 4
No reported disclosures
Claraphi Advisory Network, LLC
Aliso Viejo, CA · Est. 2014
- AUM
- $383M
- Per adviser
- $48M
- Advisers
- 8
No reported disclosures
Sonoma Brands Capital
Sonoma, CA · Est. 2020
- AUM
- $382M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Wwm Financial
Carslbad, CA · Est. 2011
- AUM
- $382M
- Per adviser
- $64M
- Advisers
- 6
No reported disclosures
Triton Pacific Healthcare Partners, LLC
San Juan Capistrano, CA · Est. 2024
- AUM
- $380M
- Per adviser
- $76M
- Advisers
- 5
No reported disclosures
Daiwa Capital Management Silicon Valley INC.
Palo Alto, CA · Est. 2023
- AUM
- $376M
- Per adviser
- $188M
- Advisers
- 2
No reported disclosures
Marin Bay Wealth Advisors, LLC
San Anselmo, CA · Est. 2017
- AUM
- $376M
- Per adviser
- $188M
- Advisers
- 2
No reported disclosures
Torren Management, LLC
San Diego, CA · Est. 2024
- AUM
- $373M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Pacific Wealth Management
San Diego, CA · Est. 2012
- AUM
- $372M
- Per adviser
- $62M
- Advisers
- 6
No reported disclosures
Guggenheim Wealth Solutions, LLC
Santa Monica, CA · Est. 2016
- AUM
- $371M
- Per adviser
- $62M
- Advisers
- 6
No reported disclosures
Orion Capital Management LLC
Coronado, CA · Est. 2020
- AUM
- $371M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Atala Financial INC
Calabasas, CA · Est. 2022
- AUM
- $371M
- Per adviser
- $185M
- Advisers
- 2
No reported disclosures
Catalyst Private Wealth, LLC
San Mateo, CA · Est. 2019
- AUM
- $370M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Wealthspring
Long Beach, CA · Est. 2022
- AUM
- $370M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Willow Grove Advisors, LLC
Berkeley, CA · Est. 2019
- AUM
- $370M
- Per adviser
- $74M
- Advisers
- 5
No reported disclosures
Menlo Advisors LLC
Menlo Park, CA · Est. 2002
- AUM
- $370M
- Per adviser
- $370M
- Advisers
- 1
No reported disclosures
Yosemite Capital Management
Newport Beach, CA · Est. 2003
- AUM
- $369M
- Per adviser
- $74M
- Advisers
- 5
Oder Investment Management, LLC
Woodland Hills, CA · Est. 2017
- AUM
- $367M
- Per adviser
- $92M
- Advisers
- 4
No reported disclosures
Shira Ridge Wealth Management
San Rafael, CA · Est. 2018
- AUM
- $366M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Sharper & Granite LLC
El Segundo, CA · Est. 2015
- AUM
- $366M
- Per adviser
- $92M
- Advisers
- 4
No reported disclosures
Inflection Capital Management, LLC
San Francisco, CA · Est. 2024
- AUM
- $366M
- Per adviser
- $46M
- Advisers
- 8
No reported disclosures
Innovius Capital Management, LLC
San Francisco, CA · Est. 2023
- AUM
- $365M
- Per adviser
- $61M
- Advisers
- 6
No reported disclosures
Kondo Wealth Advisors, INC
Pasadena, CA · Est. 2015
- AUM
- $365M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Fpc Investment Advisory, INC.
Petaluma, CA · Est. 2018
- AUM
- $365M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Griffin Global Asset Management
Los Angeles, CA · Est. 2025
- AUM
- $364M
- Per adviser
- $73M
- Advisers
- 5
No reported disclosures
Leonid Capital Partners, LLC
Huntington Beach, CA · Est. 2025
- AUM
- $363M
- Per adviser
- $23M
- Advisers
- 16
No reported disclosures
Bayhunt Capital LLC
Mill Valley, CA · Est. 2024
- AUM
- $362M
- Per adviser
- $362M
- Advisers
- 1
No reported disclosures
Union Square Global Wealth Management
San Francisco, CA · Est. 1998
- AUM
- $361M
- Per adviser
- $72M
- Advisers
- 5
No reported disclosures
Sierra Investment Management, LLC
Santa Monica, CA · Est. 1992
- AUM
- $361M
- Per adviser
- $45M
- Advisers
- 8
No reported disclosures
Goldman Lancaster, INC.
Long Beach, CA · Est. 2013
- AUM
- $361M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Clearwave Capital
Upland, CA · Est. 2025
- AUM
- $359M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Flight Deck Capital, LP
San Francisco, CA · Est. 2021
- AUM
- $359M
- Per adviser
- $179M
- Advisers
- 2
No reported disclosures
California Capital Management
Burbank, CA · Est. 2012
- AUM
- $358M
- Per adviser
- $72M
- Advisers
- 5
No reported disclosures
Gkv Capital Management Co INC
Walnut Creek, CA · Est. 1976
- AUM
- $357M
- Per adviser
- $119M
- Advisers
- 3
No reported disclosures
Griffin Black, LLC
Redwood City, CA · Est. 2019
- AUM
- $356M
- Per adviser
- $71M
- Advisers
- 5
No reported disclosures
Harrington Investments, INC.
Napa, CA · Est. 1982
- AUM
- $355M
- Per adviser
- $118M
- Advisers
- 3
No reported disclosures
Sepulveda Management LLC
Los Angeles, CA · Est. 2016
- AUM
- $355M
- Per adviser
- $51M
- Advisers
- 7
No reported disclosures
Clay Northam Wealth Management
Huntington Beach, CA · Est. 2017
- AUM
- $355M
- Per adviser
- $177M
- Advisers
- 2
No reported disclosures
Validex Global Investing
Irvine, CA · Est. 2013
- AUM
- $353M
- Per adviser
- $176M
- Advisers
- 2
No reported disclosures
Grattan Financial Strategies, INC.
San Gabriel, CA · Est. 1998
- AUM
- $353M
- Per adviser
- $118M
- Advisers
- 3
No reported disclosures
Century Park Capital Partners
El Segundo, CA · Est. 2024
- AUM
- $352M
- Per adviser
- $44M
- Advisers
- 8
No reported disclosures
Dean Roland Russell, LLC
San Diego, CA · Est. 1999
- AUM
- $351M
- Per adviser
- $88M
- Advisers
- 4
No reported disclosures
Sitrin Capital Management, LLC
Century City, CA · Est. 2016
- AUM
- $351M
- Per adviser
- $59M
- Advisers
- 6
No reported disclosures
Sonoma Allocations
Santa Rosa, CA · Est. 2025
- AUM
- $350M
- Per adviser
- $117M
- Advisers
- 3
No reported disclosures
Superior Planning Wealth Management & Family Office
San Diego, CA · Est. 2024
- AUM
- $350M
- Per adviser
- $44M
- Advisers
- 8
No reported disclosures
Carbon Collective Investing, LLC
Oakland, CA · Est. 2020
- AUM
- $348M
- Per adviser
- $87M
- Advisers
- 4
No reported disclosures
Right Side Capital Management, LLC
San Francisco, CA · Est. 2023
- AUM
- $347M
- Per adviser
- $116M
- Advisers
- 3
No reported disclosures
Citrine Capital
San Francisco, CA · Est. 2021
- AUM
- $347M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Gebhardt Group, INC
Lafayette, CA · Est. 2014
- AUM
- $346M
- Per adviser
- $115M
- Advisers
- 3
No reported disclosures
Triatomic Capital
Palo Alto, CA · Est. 2021
- AUM
- $346M
- Per adviser
- $58M
- Advisers
- 6
No reported disclosures
Guinness Atkinson Asset Management, INC.
Pasadena, CA · Est. 2002
- AUM
- $344M
- Per adviser
- $14M
- Advisers
- 24
No reported disclosures
The Clark Group Asset Management
Dana Point, CA · Est. 2012
- AUM
- $344M
- Per adviser
- $115M
- Advisers
- 3
No reported disclosures
Williams & Novak Wealth Management, LLC
Westlake Village, CA · Est. 2023
- AUM
- $343M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Second 50 Financial
Manhattan Beach, CA · Est. 2022
- AUM
- $342M
- Per adviser
- $114M
- Advisers
- 3
No reported disclosures
Avila Real Estate Capital
Corte Madera, CA · Est. 2025
- AUM
- $341M
- Per adviser
- $14M
- Advisers
- 24
No reported disclosures
Tiemann Investment Advisors, LLC
Menlo Park, CA · Est. 2005
- AUM
- $341M
- Per adviser
- $341M
- Advisers
- 1
No reported disclosures
Park, Miller, LLC
Walnut Creek, CA · Est. 2008
- AUM
- $340M
- Per adviser
- $113M
- Advisers
- 3
No reported disclosures
Eiger Wealth Management, LLC
San Diego, CA · Est. 2019
- AUM
- $339M
- Per adviser
- $85M
- Advisers
- 4
No reported disclosures
Variant Equity Advisors, LLC
Los Angeles, CA · Est. 2020
- AUM
- $338M
- Per adviser
- $113M
- Advisers
- 3
No reported disclosures
Mine & Arao Wealth Creation And Management, LLC
Campbell, CA · Est. 2018
- AUM
- $338M
- Per adviser
- $169M
- Advisers
- 2
No reported disclosures
Assembly Wealth
Mill Valley, CA · Est. 2000
- AUM
- $337M
- Per adviser
- $84M
- Advisers
- 4
No reported disclosures
Gotham Green Partners, LLC
Santa Monica, CA · Est. 2019
- AUM
- $335M
- Per adviser
- $67M
- Advisers
- 5
No reported disclosures
Abra Capital Management, LP
San Francisco, CA · Est. 2024
- AUM
- $335M
- Per adviser
- $67M
- Advisers
- 5
Oceaniq Capital, LLC
Palo Alto, CA · Est. 2018
- AUM
- $334M
- Per adviser
- $84M
- Advisers
- 4
Evermont Wealth
Claremont, CA · Est. 2020
- AUM
- $334M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Checkpoint Capital L.P.
San Francisco, CA · Est. 2025
- AUM
- $334M
- Per adviser
- $167M
- Advisers
- 2
No reported disclosures
Congruence Capital, LLC
Los Angeles, CA · Est. 2025
- AUM
- $334M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Outwing Private Wealth Management
Santa Barbara, CA · Est. 2024
- AUM
- $333M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
American Fundstars
Irvine, CA · Est. 2022
- AUM
- $333M
- Per adviser
- $37M
- Advisers
- 9
No reported disclosures
Fall Line Capital, LLC
San Mateo, CA · Est. 2020
- AUM
- $332M
- Per adviser
- $33M
- Advisers
- 10
No reported disclosures
Oliveira Wealth
Modesto, CA · Est. 2021
- AUM
- $332M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
Delta Accumulation, LLC
Sausalito, CA · Est. 2025
- AUM
- $332M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Solano Wealth Advisors
Fairfield, CA · Est. 2024
- AUM
- $332M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
5t Wealth, LLC
Napa, CA · Est. 2003
- AUM
- $331M
- Per adviser
- $83M
- Advisers
- 4
Charles Fish Investments, INC.
Irvine, CA · Est. 1996
- AUM
- $331M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Yoder Wealth Management
Walnut Creek, CA · Est. 2019
- AUM
- $331M
- Per adviser
- $166M
- Advisers
- 2
No reported disclosures
Copley Financial Group, INC.
San Diego, CA · Est. 2020
- AUM
- $331M
- Per adviser
- $47M
- Advisers
- 7
Insight Capital Management
Concord, CA · Est. 2021
- AUM
- $331M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Welton Investment Partners LLC
Carmel, CA · Est. 2014
- AUM
- $330M
- Per adviser
- $41M
- Advisers
- 8
No reported disclosures
Dai Advisors
Menlo Park, CA · Est. 2020
- AUM
- $330M
- Per adviser
- $330M
- Advisers
- 1
No reported disclosures
Paragon Financial Partners
Woodland Hills, CA · Est. 2011
- AUM
- $330M
- Per adviser
- $165M
- Advisers
- 2
No reported disclosures
Nwm Advisors, LLC
San Luis Obispo, CA · Est. 2016
- AUM
- $329M
- Per adviser
- $165M
- Advisers
- 2
No reported disclosures
Torrey Growth & Income Advisors, LLC
Del Mar, CA · Est. 2006
- AUM
- $328M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Concord Investment Counsel
Irvine, CA · Est. 1991
- AUM
- $327M
- Per adviser
- $109M
- Advisers
- 3
No reported disclosures
Pointone Family Office
Manhattan Beach, CA · Est. 2025
- AUM
- $327M
- Per adviser
- $164M
- Advisers
- 2
No reported disclosures
Gordonmd Global Investments LP
Beverly Hills, CA · Est. 2023
- AUM
- $322M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Shum Financial Group, INC.
Alameda, CA · Est. 2017
- AUM
- $322M
- Per adviser
- $80M
- Advisers
- 4
No reported disclosures
Emerson Equity LLC
San Mateo, CA · Est. 2021
- AUM
- $322M
- Per adviser
- $4M
- Advisers
- 84
No reported disclosures
B.B. Graham & Company, INC.
Orange, CA · Est. 2015
- AUM
- $322M
- Per adviser
- $10M
- Advisers
- 32
Hw Capital LLC
Santa Monica, CA · Est. 2018
- AUM
- $321M
- Per adviser
- $160M
- Advisers
- 2
No reported disclosures
Secura Financial
Orange, CA · Est. 2018
- AUM
- $320M
- Per adviser
- $40M
- Advisers
- 8
No reported disclosures
Alpha Wealth Management And Planning LLC
Novato, CA · Est. 2016
- AUM
- $320M
- Per adviser
- $64M
- Advisers
- 5
No reported disclosures
Arroyo Investment Group, LLC
Pasadena, CA · Est. 2004
- AUM
- $319M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Optivest, INC.
San Juan Capistrano, CA · Est. 2008
- AUM
- $319M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Breen Wealth Management, LLC
Petaluma, CA · Est. 2018
- AUM
- $319M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Phillip B. White Co., INC
San Luis Obispo, CA · Est. 2019
- AUM
- $319M
- Per adviser
- $159M
- Advisers
- 2
No reported disclosures
Dkm Wealth Management, INC.
Stockton, CA · Est. 2023
- AUM
- $317M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
Wealth Analytics Partners, LLC
San Diego, CA · Est. 2006
- AUM
- $316M
- Per adviser
- $79M
- Advisers
- 4
No reported disclosures
4d Advisors, LLC
Redondo Beach, CA · Est. 2025
- AUM
- $316M
- Per adviser
- $158M
- Advisers
- 2
No reported disclosures
Garrison Point Capital, LLC
San Francisco, CA · Est. 2012
- AUM
- $316M
- Per adviser
- $105M
- Advisers
- 3
No reported disclosures
Accelerate Retirement
Aliso Viejo, CA · Est. 2023
- AUM
- $315M
- Per adviser
- $10M
- Advisers
- 31
No reported disclosures
Ninepointtwo Capital LLC
Los Angeles, CA · Est. 2021
- AUM
- $315M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Twin Lakes Capital
Redwood Shores, CA · Est. 2018
- AUM
- $315M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Vista Advisor Group, LLC
Walnut Creek, CA · Est. 2020
- AUM
- $315M
- Per adviser
- $105M
- Advisers
- 3
No reported disclosures
Define Financial, LLC
San Diego, CA · Est. 2021
- AUM
- $315M
- Per adviser
- $63M
- Advisers
- 5
No reported disclosures
Granite Capital
Oakland, CA · Est. 2024
- AUM
- $315M
- Per adviser
- $157M
- Advisers
- 2
No reported disclosures
Jpc Wealth Management, INC.
Petaluma, CA · Est. 2002
- AUM
- $313M
- Per adviser
- $156M
- Advisers
- 2
No reported disclosures
Topel & Distasi Wealth Management, LLC
Berkeley, CA · Est. 2021
- AUM
- $312M
- Per adviser
- $104M
- Advisers
- 3
No reported disclosures
Malaga Cove Capital, LLC
Palos Verdes Estates, CA · Est. 2008
- AUM
- $311M
- Per adviser
- $104M
- Advisers
- 3
No reported disclosures
Guardian Investment Management
Tiburon, CA · Est. 1976
- AUM
- $310M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Kensington Investment Counsel
Long Beach, CA · Est. 2021
- AUM
- $310M
- Per adviser
- $78M
- Advisers
- 4
No reported disclosures
Nri Wealth Management, LLC
Santa Clara, CA · Est. 2022
- AUM
- $310M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Savant Partners, LLC
San Mateo, CA · Est. 2021
- AUM
- $310M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Prospect Capital Advisors, LLC
Sausalito, CA · Est. 2015
- AUM
- $309M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Western Financial Corporation
San Diego, CA · Est. 2020
- AUM
- $309M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
Symphony Technology Group, LLC
Menlo Park, CA · Est. 2012
- AUM
- $307M
- Per adviser
- $3M
- Advisers
- 88
No reported disclosures
Blue Sky Capital Consultants Group, INC.
Poway, CA · Est. 2024
- AUM
- $306M
- Per adviser
- $44M
- Advisers
- 7
No reported disclosures
Retirement Capital Strategies, INC.
San Jose, CA · Est. 2010
- AUM
- $305M
- Per adviser
- $153M
- Advisers
- 2
Kachkovsky & Fisher, INC.
San Diego, CA · Est. 2018
- AUM
- $305M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Logica Capital Advisers, LLC
Los Angeles, CA · Est. 2021
- AUM
- $305M
- Per adviser
- $76M
- Advisers
- 4
No reported disclosures
Nautilus Advisors LLC
La Jolla, CA · Est. 2010
- AUM
- $304M
- Per adviser
- $101M
- Advisers
- 3
No reported disclosures
Thryve Wealth Management
Santa Barbara, CA · Est. 2025
- AUM
- $304M
- Per adviser
- $76M
- Advisers
- 4
No reported disclosures
Signature Resources Capital Management, LLC
Newport Beach, CA · Est. 2007
- AUM
- $304M
- Per adviser
- $20M
- Advisers
- 15
No reported disclosures
Core Financial
El Segundo, CA · Est. 2015
- AUM
- $302M
- Per adviser
- $151M
- Advisers
- 2
No reported disclosures
Westwood Wealth Management
Los Angeles, CA · Est. 2021
- AUM
- $300M
- Per adviser
- $150M
- Advisers
- 2
No reported disclosures
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA · Est. 2018
- AUM
- $300M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Panoramic Capital, LLC
Larkspur, CA · Est. 2024
- AUM
- $300M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Trend Trade Pro, LLC
Pasadena, CA · Est. 2024
- AUM
- $298M
- Per adviser
- $298M
- Advisers
- 1
No reported disclosures
Krane Financial Solutions
Calabasas, CA · Est. 2010
- AUM
- $295M
- Per adviser
- $147M
- Advisers
- 2
No reported disclosures
Illumen Capital Management, LLC
Oakland, CA · Est. 2022
- AUM
- $295M
- Per adviser
- $74M
- Advisers
- 4
No reported disclosures
Plus Capital
Venice, CA · Est. 2023
- AUM
- $294M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Sherwood Financial Partners, LLC
Westlake Village, CA · Est. 2022
- AUM
- $294M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Copperplate Capital LLC
Menlo Park, CA · Est. 2024
- AUM
- $294M
- Per adviser
- $294M
- Advisers
- 1
No reported disclosures
Private Portfolios, INC.
San Mateo, CA · Est. 2017
- AUM
- $293M
- Per adviser
- $147M
- Advisers
- 2
No reported disclosures
Tate Private Wealth Advisers
Sacramento, CA · Est. 2005
- AUM
- $293M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Mfa Wealth Services
Thousand Oaks, CA · Est. 2016
- AUM
- $293M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Mcnaughton Wealth Management, LLC
San Diego, CA · Est. 2019
- AUM
- $292M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Accretive Wealth Management, LLC
San Ramon, CA · Est. 2020
- AUM
- $291M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Pacific Sun Financial Corp
Los Angeles, CA · Est. 2016
- AUM
- $290M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Litfund
Mill Valley, CA · Est. 2025
- AUM
- $290M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Kanani Advisory Group INC.
Irvine, CA · Est. 2022
- AUM
- $288M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
Liquid Capital Management LLC
Los Angeles, CA · Est. 2020
- AUM
- $288M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
The Gores Group, LLC
Beverly Hills, CA · Est. 2012
- AUM
- $287M
- Per adviser
- $41M
- Advisers
- 7
No reported disclosures
Rice Financial Consulting, INC.
Los Gatos, CA · Est. 2016
- AUM
- $287M
- Per adviser
- $57M
- Advisers
- 5
No reported disclosures
Kaizen Financial Strategies, LLC
Pleasanton, CA · Est. 2018
- AUM
- $287M
- Per adviser
- $57M
- Advisers
- 5
No reported disclosures
Vila, LLC
San Francisco, CA · Est. 2020
- AUM
- $287M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
The Foundation Investment Group
Lafayette, CA · Est. 2022
- AUM
- $286M
- Per adviser
- $72M
- Advisers
- 4
No reported disclosures
Integrity Wealth Advisors, INC.
Ventura, CA · Est. 2018
- AUM
- $285M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Benningfield Financial Advisors, LLC
San Francisco, CA · Est. 2014
- AUM
- $284M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Hesen & Haslam
Woodland Hills, CA · Est. 2017
- AUM
- $284M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Silvia Mccoll Wealth Management, LLC
San Diego, CA · Est. 2018
- AUM
- $283M
- Per adviser
- $142M
- Advisers
- 2
No reported disclosures
Bulman Wealth Group
Roseville, CA · Est. 2022
- AUM
- $283M
- Per adviser
- $40M
- Advisers
- 7
No reported disclosures
Cooper Capital Group
Encinitas, CA · Est. 2019
- AUM
- $283M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Trilinc Advisors, LLC
Manhattan Beach, CA · Est. 2015
- AUM
- $283M
- Per adviser
- $35M
- Advisers
- 8
No reported disclosures
Hoertkorn Richard Charles
Kentfield, CA · Est. 1972
- AUM
- $282M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Carter Financial, LLC
La Jolla, CA · Est. 2019
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Sandbridge Investment Management, LLC
Los Angeles, CA · Est. 2018
- AUM
- $282M
- Per adviser
- $141M
- Advisers
- 2
No reported disclosures
Miller Avenue Advisors LLC
Mill Valley, CA · Est. 2024
- AUM
- $281M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Family Financial
Manhattan Beach, CA · Est. 2021
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Wwm Advisory INC.
Culver City, CA · Est. 2020
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Victus Capital Wealth
Santa Monica, CA · Est. 2010
- AUM
- $280M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
Fathom Point Capital LLC
San Francisco, CA · Est. 2026
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Conquis Financial LLC
Millbrae, CA · Est. 2022
- AUM
- $280M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Mosley Wealth Management, INC.
Anaheim, CA · Est. 2023
- AUM
- $279M
- Per adviser
- $28M
- Advisers
- 10
No reported disclosures
American Discovery Investment Advisors, LLC
Los Angeles, CA · Est. 2022
- AUM
- $279M
- Per adviser
- $25M
- Advisers
- 11
No reported disclosures
Kurv Investment Management LLC
San Francisco, CA · Est. 2023
- AUM
- $279M
- Per adviser
- $140M
- Advisers
- 2
No reported disclosures
Superbloom Partners
Venice, CA · Est. 2025
- AUM
- $279M
- Per adviser
- $46M
- Advisers
- 6
No reported disclosures
Verity Wealth Advisors, LLC
Sausalito, CA · Est. 2003
- AUM
- $279M
- Per adviser
- $139M
- Advisers
- 2
No reported disclosures
Spectrum Financial Management
San Rafael, CA · Est. 2003
- AUM
- $278M
- Per adviser
- $139M
- Advisers
- 2
No reported disclosures
Foronjy Financial
Santa Barbara, CA · Est. 2024
- AUM
- $278M
- Per adviser
- $70M
- Advisers
- 4
No reported disclosures
Auspicious Financial Planning, LLC
San Ramon, CA · Est. 2018
- AUM
- $278M
- Per adviser
- $278M
- Advisers
- 1
No reported disclosures
Simplifi, INC.
San Diego, CA · Est. 2013
- AUM
- $276M
- Per adviser
- $276M
- Advisers
- 1
No reported disclosures
Corridor Capital, LLC
Los Angeles, CA · Est. 2021
- AUM
- $276M
- Per adviser
- $28M
- Advisers
- 10
No reported disclosures
Challenger Wealth Management
Aliso Viejo, CA · Est. 2024
- AUM
- $276M
- Per adviser
- $276M
- Advisers
- 1
No reported disclosures
Cmr Capital Management, LLC
Pasadena, CA · Est. 2016
- AUM
- $275M
- Per adviser
- $92M
- Advisers
- 3
No reported disclosures
Mission Hills Financial Advisory LLC
San Diego, CA · Est. 2023
- AUM
- $274M
- Per adviser
- $69M
- Advisers
- 4
Graceada Partners
Modesto, CA · Est. 2025
- AUM
- $273M
- Per adviser
- $34M
- Advisers
- 8
No reported disclosures
Triangle Peak Partners, LP
Palo Alto, CA · Est. 2008
- AUM
- $272M
- Per adviser
- $68M
- Advisers
- 4
No reported disclosures
Round Hill Asset Management INC
Pasadena, CA · Est. 1986
- AUM
- $271M
- Per adviser
- $90M
- Advisers
- 3
No reported disclosures
Healthpointcapital Management, LLC
San Diego, CA · Est. 2022
- AUM
- $271M
- Per adviser
- $45M
- Advisers
- 6
No reported disclosures
Palisades Investment Partners, LLC
El Segundo, CA · Est. 2024
- AUM
- $271M
- Per adviser
- $271M
- Advisers
- 1
No reported disclosures
Pan Global Advisers, LLC
Newport Beach, CA · Est. 2019
- AUM
- $270M
- Per adviser
- $270M
- Advisers
- 1
No reported disclosures
Evart, Young & Hobbs Investment Management
Redwood City, CA · Est. 1992
- AUM
- $270M
- Per adviser
- $135M
- Advisers
- 2
No reported disclosures
Wallace Advisory Group, LLC
Lafayette, CA · Est. 2015
- AUM
- $269M
- Per adviser
- $269M
- Advisers
- 1
No reported disclosures
Prosperity Wealth Planning LLC
Irvine, CA · Est. 2021
- AUM
- $269M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures
Stonebridge Capital Management INC
Los Angeles, CA · Est. 1969
- AUM
- $269M
- Per adviser
- $54M
- Advisers
- 5
No reported disclosures
Cws Capital Partners LLC
Newport Beach, CA · Est. 2016
- AUM
- $268M
- Per adviser
- $11M
- Advisers
- 25
Karl Kapital
San Francisco, CA · Est. 2024
- AUM
- $268M
- Per adviser
- $54M
- Advisers
- 5
No reported disclosures
Bpm Wealth Advisors, LLC
San Francisco, CA · Est. 2023
- AUM
- $268M
- Per adviser
- $89M
- Advisers
- 3
No reported disclosures
Retirementadvice | Jka
Anaheim, CA · Est. 2014
- AUM
- $267M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures
Prosser Creek Asset Management LLC
Corte Madera, CA · Est. 2024
- AUM
- $267M
- Per adviser
- $267M
- Advisers
- 1
No reported disclosures
Cerda Munoz Advisors, INC
Whittier, CA · Est. 2021
- AUM
- $266M
- Per adviser
- $89M
- Advisers
- 3
No reported disclosures
Bernzott Capital Advisors
Camarillo, CA · Est. 1999
- AUM
- $265M
- Per adviser
- $133M
- Advisers
- 2
No reported disclosures
Fuller Investment Management Company
Pasadena, CA · Est. 2013
- AUM
- $264M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Chokshi & Queen Wealth Advisors
San Diego, CA · Est. 2021
- AUM
- $263M
- Per adviser
- $132M
- Advisers
- 2
No reported disclosures
Harmony Point Wealth Advisors, INC.
Irvine, CA · Est. 2022
- AUM
- $263M
- Per adviser
- $263M
- Advisers
- 1
No reported disclosures
Newport Wealth Advisors, INC.
Newport Beach, CA · Est. 2024
- AUM
- $263M
- Per adviser
- $44M
- Advisers
- 6
No reported disclosures
Tamalpais Asset Management
Larkspur, CA · Est. 2025
- AUM
- $263M
- Per adviser
- $66M
- Advisers
- 4
No reported disclosures
Private Financial Counseling
Los Angeles, CA · Est. 1986
- AUM
- $262M
- Per adviser
- $87M
- Advisers
- 3
No reported disclosures
Pring Turner
Alamo, CA · Est. 1977
- AUM
- $262M
- Per adviser
- $131M
- Advisers
- 2
No reported disclosures
Bull Oak Capital, LLC
Rancho Santa Fe, CA · Est. 2022
- AUM
- $262M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Tiller Partners, LLC
Beverly Hills, CA · Est. 2014
- AUM
- $261M
- Per adviser
- $261M
- Advisers
- 1
No reported disclosures
Sage Stone Wealth Management LLC
La Jolla, CA · Est. 2015
- AUM
- $261M
- Per adviser
- $87M
- Advisers
- 3
No reported disclosures
Portfolio Advisors, INC.
Fresno, CA · Est. 1991
- AUM
- $261M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Alamar Capital Management, LLC
Santa Barbara, CA · Est. 2020
- AUM
- $260M
- Per adviser
- $130M
- Advisers
- 2
No reported disclosures
Vistica Wealth Advisors, LLC
Carlsbad, CA · Est. 2021
- AUM
- $260M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Wovenearth Ventures, LLC
Palo Alto, CA · Est. 2025
- AUM
- $260M
- Per adviser
- $32M
- Advisers
- 8
No reported disclosures
Global Financial Advisory Services, INC.
Valencia, CA · Est. 2019
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Ishara Investments LP
Los Angeles, CA · Est. 2024
- AUM
- $259M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Pacific Capital Associates
San Diego, CA · Est. 2018
- AUM
- $259M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Village Wealth Advisors
Westlake Village, CA · Est. 2021
- AUM
- $258M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Carbahal Olsen Financial Services Group LLC
Davis, CA · Est. 2020
- AUM
- $258M
- Per adviser
- $258M
- Advisers
- 1
No reported disclosures
Vienna Asset Management LLC
Saratoga, CA · Est. 2021
- AUM
- $257M
- Per adviser
- $257M
- Advisers
- 1
No reported disclosures
Delarme Wealth Management, INC.
Palos Verdes Estates, CA · Est. 2023
- AUM
- $257M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Casilio Leitch Investments
Walnut Creek, CA · Est. 2017
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Certis Capital Management, INC.
Santa Barbara, CA · Est. 2026
- AUM
- $256M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Inceptiv
Culver City, CA · Est. 2023
- AUM
- $256M
- Per adviser
- $43M
- Advisers
- 6
No reported disclosures
International Private Wealth Advisors LLC
San Diego, CA · Est. 2022
- AUM
- $255M
- Per adviser
- $85M
- Advisers
- 3
No reported disclosures
Pathwise
Walnut Creek, CA · Est. 2021
- AUM
- $255M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Grant Private Wealth Management
Pleasanton, CA · Est. 2024
- AUM
- $255M
- Per adviser
- $51M
- Advisers
- 5
No reported disclosures
Acap Asset Management, INC.
Studio City, CA · Est. 2020
- AUM
- $255M
- Per adviser
- $51M
- Advisers
- 5
No reported disclosures
O'Brien Investment Management, LLC
Torrance, CA · Est. 2020
- AUM
- $254M
- Per adviser
- $127M
- Advisers
- 2
No reported disclosures
Madrone Investment Advisory, LLC
San Rafael, CA · Est. 2021
- AUM
- $254M
- Per adviser
- $254M
- Advisers
- 1
No reported disclosures
Toronado Partners LLC
San Francisco, CA · Est. 2019
- AUM
- $254M
- Per adviser
- $127M
- Advisers
- 2
No reported disclosures
Alpha Analytics Investment Group LLC
Los Angeles, CA · Est. 2018
- AUM
- $253M
- Per adviser
- $127M
- Advisers
- 2
No reported disclosures
Pacific Wealth Strategies Group, INC.
Santa Barbara, CA · Est. 2007
- AUM
- $253M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Sterling Retirement Group Of Sacramento
Roseville, CA · Est. 2023
- AUM
- $253M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Winters Financial Group, INC.
Westlake Village, CA · Est. 2021
- AUM
- $252M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Qca Capital Management INC
Los Angeles, CA · Est. 2021
- AUM
- $252M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Fischer Investment Strategies, LLC
Westlake Village, CA · Est. 2019
- AUM
- $252M
- Per adviser
- $50M
- Advisers
- 5
No reported disclosures
Advanced Financial Strategies INC
Irvine, CA · Est. 2000
- AUM
- $252M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
Team Wealth & Tax Advisors
Temecula, CA · Est. 2023
- AUM
- $251M
- Per adviser
- $42M
- Advisers
- 6
No reported disclosures
M Premier Partners
Indian Wells, CA · Est. 2017
- AUM
- $251M
- Per adviser
- $126M
- Advisers
- 2
No reported disclosures
Seek First INC.
Campbell, CA · Est. 2023
- AUM
- $251M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Amara Financial, LLC
San Francisco, CA · Est. 2020
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Fisher & Wiens Wealth Management, LLC
Danville, CA · Est. 2016
- AUM
- $250M
- Per adviser
- $250M
- Advisers
- 1
No reported disclosures
Maven Equity Partners, LLC
Larkspur, CA · Est. 2025
- AUM
- $250M
- Per adviser
- $83M
- Advisers
- 3
No reported disclosures
Ehrlich Financial Group
Laguna Niguel, CA · Est. 2023
- AUM
- $250M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Altura Wealth Advisors INC.
Santa Clara, CA · Est. 2021
- AUM
- $250M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
Tidecrest Wealth Management, LLC
Newport Beach, CA · Est. 2024
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Summit Wealth Management Group, INC.
Camarillo, CA · Est. 2017
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Calabasas Advisory Group, LLC
Westlake Village, CA · Est. 2017
- AUM
- $250M
- Per adviser
- $125M
- Advisers
- 2
No reported disclosures
Galliott Capital Advisors, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $249M
- Per adviser
- $124M
- Advisers
- 2
No reported disclosures
Rosenwald Capital Management, INC.
Redondo Beach, CA · Est. 2018
- AUM
- $248M
- Per adviser
- $248M
- Advisers
- 1
No reported disclosures
Propel Bio Management, LLC
Los Angeles, CA · Est. 2022
- AUM
- $247M
- Per adviser
- $41M
- Advisers
- 6
No reported disclosures
Anchor Bay Capital, INC.
Carlsbad, CA · Est. 2016
- AUM
- $247M
- Per adviser
- $49M
- Advisers
- 5
No reported disclosures
Nexxus Holdings Advisors LLC
Santa Barbara, CA · Est. 2014
- AUM
- $246M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
Sierra Pacific Private Wealth, LLC
Pleasanton, CA · Est. 2022
- AUM
- $246M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Insight Investment Counsel
El Segundo, CA · Est. 2021
- AUM
- $246M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
Lederer & Associates Investment Counsel
Long Beach, CA · Est. 1986
- AUM
- $244M
- Per adviser
- $122M
- Advisers
- 2
No reported disclosures
Ares Financial Consulting LLC
Calabasas, CA · Est. 2021
- AUM
- $244M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Prattes Wealth Partners
Newport Beach, CA · Est. 2022
- AUM
- $244M
- Per adviser
- $81M
- Advisers
- 3
No reported disclosures
Zephyr Wealth Management
Westlake Village, CA · Est. 2020
- AUM
- $243M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Tabr Capital Management, LLC
Orange, CA · Est. 2004
- AUM
- $241M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Kane Investment Management, INC.
Los Gatos, CA · Est. 2021
- AUM
- $241M
- Per adviser
- $40M
- Advisers
- 6
No reported disclosures
Kaiyo Wealth LLC
San Diego, CA · Est. 2026
- AUM
- $240M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Marest Capital, LLC
Encino, CA · Est. 2022
- AUM
- $240M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Linda A. Barlow, Cfp
Santa Ana, CA · Est. 2001
- AUM
- $240M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Trivant Custom Portfolio Group LLC
San Diego, CA · Est. 2019
- AUM
- $239M
- Per adviser
- $48M
- Advisers
- 5
No reported disclosures
Sea Cliff Partners Management, LP
San Francisco, CA · Est. 2024
- AUM
- $239M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Salient Wealth Planning
Encinitas, CA · Est. 2023
- AUM
- $239M
- Per adviser
- $80M
- Advisers
- 3
No reported disclosures
Heights LLC
Los Angeles, CA · Est. 2023
- AUM
- $239M
- Per adviser
- $120M
- Advisers
- 2
No reported disclosures
Orrell Capital Management
Livermore, CA · Est. 1991
- AUM
- $239M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Prossimo Advisors LLC
San Luis Obispo, CA · Est. 2020
- AUM
- $239M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Strategic Wealth Capital
San Francisco, CA · Est. 2023
- AUM
- $238M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Goldenstone Wealth Management
El Dorado Hills, CA · Est. 2023
- AUM
- $238M
- Per adviser
- $119M
- Advisers
- 2
No reported disclosures
Carlsbad Wealth Advisory Group, INC.
Carlsbad, CA · Est. 2016
- AUM
- $238M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Montcalm Tcr LLC
San Francisco, CA · Est. 2012
- AUM
- $238M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Castle Wealth Planning
Santa Barbara, CA · Est. 2015
- AUM
- $236M
- Per adviser
- $236M
- Advisers
- 1
No reported disclosures
Bamboo Wealth Strategies
San Diego, CA · Est. 2020
- AUM
- $236M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Hutchinson & Ziegler Financial Advisors, INC.
San Rafael, CA · Est. 2017
- AUM
- $235M
- Per adviser
- $118M
- Advisers
- 2
No reported disclosures
Ampersand Capital Group, L.P.
Burlingame, CA · Est. 2025
- AUM
- $235M
- Per adviser
- $235M
- Advisers
- 1
No reported disclosures
Camelotta Advisors
San Francisco, CA · Est. 2017
- AUM
- $235M
- Per adviser
- $117M
- Advisers
- 2
No reported disclosures
Equanimity Financial Partners
Pasadena, CA · Est. 2009
- AUM
- $234M
- Per adviser
- $234M
- Advisers
- 1
No reported disclosures
Primestor Investment Management, LLC
Culver City, CA · Est. 2023
- AUM
- $234M
- Per adviser
- $29M
- Advisers
- 8
No reported disclosures
Capital Management Advisor Group, LLC
Walnut Creek, CA · Est. 2019
- AUM
- $234M
- Per adviser
- $234M
- Advisers
- 1
No reported disclosures
Walker Financial Advisors INC
Mission Viejo, CA · Est. 2018
- AUM
- $233M
- Per adviser
- $78M
- Advisers
- 3
No reported disclosures
Aspirean Wealth, LLC
Mill Valley, CA · Est. 2021
- AUM
- $233M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures
We Alliance Wealth Advisors, INC.
Roseville, CA · Est. 2018
- AUM
- $233M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Klein Pavlis & Peasley Financial, INC.
Irvine, CA · Est. 2021
- AUM
- $233M
- Per adviser
- $78M
- Advisers
- 3
No reported disclosures
Foundry Financial LLC
Pasadena, CA · Est. 2025
- AUM
- $233M
- Per adviser
- $33M
- Advisers
- 7
No reported disclosures
Bingham Private Wealth, LLC
San Francisco, CA · Est. 2024
- AUM
- $232M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Black Impact Group, LLC
Los Angeles, CA · Est. 2021
- AUM
- $232M
- Per adviser
- $19M
- Advisers
- 12
No reported disclosures
Conway Capital Management, INC.
Burbank, CA · Est. 2022
- AUM
- $232M
- Per adviser
- $232M
- Advisers
- 1
No reported disclosures
Redwood Investment Group, INC
Fort Bragg, CA · Est. 2021
- AUM
- $230M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Connective Capital Management, LLC
Palo Alto, CA · Est. 2012
- AUM
- $230M
- Per adviser
- $77M
- Advisers
- 3
No reported disclosures
Gideon Capital, LLC
Los Angeles, CA · Est. 2026
- AUM
- $229M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Hippocratic Financial Advisors
Westlake Village, CA · Est. 2024
- AUM
- $229M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
X Advisors, LLC
Santa Maria, CA · Est. 2024
- AUM
- $229M
- Per adviser
- $46M
- Advisers
- 5
No reported disclosures
Tenzing Global
San Francisco, CA · Est. 2019
- AUM
- $228M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
The Wealthgarden F.S. LLC
El Segundo, CA · Est. 2024
- AUM
- $228M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Echo45 Advisors LLC
Walnut Creek, CA · Est. 2020
- AUM
- $227M
- Per adviser
- $57M
- Advisers
- 4
No reported disclosures
Capital Cs Group, LLC
Irvine, CA · Est. 2021
- AUM
- $227M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
D'Arcy Capital Management, LLC
San Diego, CA · Est. 2021
- AUM
- $226M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Daniel Investment Associates, LLC
Santa Barbara, CA · Est. 2013
- AUM
- $225M
- Per adviser
- $225M
- Advisers
- 1
No reported disclosures
Sun Group Wealth Partners LLC
Irvine, CA · Est. 2014
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Aligne Wealth Advisors Investment Management (Awaim)
Los Angeles, CA · Est. 2022
- AUM
- $224M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Mainstream Capital Management
Los Angeles, CA · Est. 2021
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Wealth Teams Alliance
Irvine, CA · Est. 2022
- AUM
- $224M
- Per adviser
- $19M
- Advisers
- 12
No reported disclosures
Noble Wealth Management, INC.
Newport Beach, CA · Est. 2016
- AUM
- $223M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Branson Frank A INC
Palo Alto, CA · Est. 1986
- AUM
- $223M
- Per adviser
- $223M
- Advisers
- 1
No reported disclosures
Tortuga Wealth Management
Torrance, CA · Est. 2022
- AUM
- $223M
- Per adviser
- $56M
- Advisers
- 4
No reported disclosures
Carey Wealth Management
San Ramon, CA · Est. 2022
- AUM
- $223M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Kmt Wealth Management, LLC
Hermosa Beach, CA · Est. 2024
- AUM
- $222M
- Per adviser
- $222M
- Advisers
- 1
No reported disclosures
Maclean Capital Advisors, LLC
Indian Wells, CA · Est. 2021
- AUM
- $222M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Ring Mountain Capital, LLC
Tiburon, CA · Est. 2024
- AUM
- $222M
- Per adviser
- $222M
- Advisers
- 1
No reported disclosures
Optimize Financial INC.
Irvine, CA · Est. 2021
- AUM
- $222M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Pacific Park Financial, INC.
Laguna Hills, CA · Est. 2005
- AUM
- $222M
- Per adviser
- $222M
- Advisers
- 1
No reported disclosures
Lyle & Forsyth Investment Managers
San Rafael, CA · Est. 1982
- AUM
- $221M
- Per adviser
- $221M
- Advisers
- 1
No reported disclosures
Dwr Wealth Management, LLC
San Jose, CA · Est. 2021
- AUM
- $221M
- Per adviser
- $55M
- Advisers
- 4
No reported disclosures
Triavera Capital LLC
Larkspur, CA · Est. 2025
- AUM
- $221M
- Per adviser
- $221M
- Advisers
- 1
No reported disclosures
Great Gable Wealth Management, LLC
Beverly Hills, CA · Est. 2021
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Rhs Financial, LLC
San Francisco, CA · Est. 2018
- AUM
- $220M
- Per adviser
- $110M
- Advisers
- 2
No reported disclosures
Csc Upshot Ventures Management, LLC
Palo Alto, CA · Est. 2020
- AUM
- $219M
- Per adviser
- $219M
- Advisers
- 1
No reported disclosures
Allstreet Capital LLC
Los Angeles, CA · Est. 2016
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Dobson Asset Management
Petaluma, CA · Est. 1996
- AUM
- $218M
- Per adviser
- $109M
- Advisers
- 2
No reported disclosures
Advanced Portfolio Strategies
Torrance, CA · Est. 2024
- AUM
- $217M
- Per adviser
- $54M
- Advisers
- 4
No reported disclosures
Strategic Retirement Advisors, LLC
Elk Grove, CA · Est. 2019
- AUM
- $217M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Hofer & Associates Wealth Management
Thousand Oaks, CA · Est. 2022
- AUM
- $216M
- Per adviser
- $72M
- Advisers
- 3
No reported disclosures
Medici Capital LLC
Newport Beach, CA · Est. 2026
- AUM
- $216M
- Per adviser
- $216M
- Advisers
- 1
No reported disclosures
Marrick Wealth
Irvine, CA · Est. 2022
- AUM
- $216M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Dishmi Capital, LLC
Pasadena, CA · Est. 2025
- AUM
- $215M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Providence Financial And Insurances, INC.
Woodland Hills, CA · Est. 2021
- AUM
- $215M
- Per adviser
- $36M
- Advisers
- 6
No reported disclosures
Jcsd Capital, LLC
Walnut Creek, CA · Est. 2016
- AUM
- $215M
- Per adviser
- $72M
- Advisers
- 3
No reported disclosures
Argyle Capital Partners, LLC
Los Angeles, CA · Est. 2021
- AUM
- $214M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Sackett Wealth Advisors, INC.
Brea, CA · Est. 2017
- AUM
- $212M
- Per adviser
- $42M
- Advisers
- 5
No reported disclosures
Coastwise Capital Group, LLC
La Jolla, CA · Est. 2022
- AUM
- $212M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Excolere Equity Partners, LLC
Los Angeles, CA · Est. 2024
- AUM
- $212M
- Per adviser
- $27M
- Advisers
- 8
No reported disclosures
Blue Summit Wealth Management
San Diego, CA · Est. 2019
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Pinnacle Wealth Management, LLC
Roseville, CA · Est. 2021
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Fairbanks Capital Management, INC.
Rancho Santa Fe, CA · Est. 1995
- AUM
- $211M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Mark Gillam Enterprises
Fair Oaks, CA · Est. 2001
- AUM
- $210M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Sentinel Global
San Francisco, CA · Est. 2025
- AUM
- $210M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Alcosta Capital Management, INC.
San Ramon, CA · Est. 2021
- AUM
- $210M
- Per adviser
- $210M
- Advisers
- 1
No reported disclosures
Cannon Beach Financial Advisors
San Ramon, CA · Est. 2006
- AUM
- $209M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Filigree Wealth Advisors, LLC
Irvine, CA · Est. 2022
- AUM
- $209M
- Per adviser
- $70M
- Advisers
- 3
No reported disclosures
Eli Circle Capital, LP
Los Angeles, CA · Est. 2025
- AUM
- $209M
- Per adviser
- $52M
- Advisers
- 4
No reported disclosures
Cavu Wealth Management
Lakeside, CA · Est. 2024
- AUM
- $209M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Madson Wealth Advisors INC.
Santa Rosa, CA · Est. 2026
- AUM
- $209M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Voyager Management, LLC
Los Angeles, CA · Est. 2006
- AUM
- $209M
- Per adviser
- $209M
- Advisers
- 1
No reported disclosures
Gates Pass Advisors, LLC
Los Altos, CA · Est. 2022
- AUM
- $208M
- Per adviser
- $104M
- Advisers
- 2
No reported disclosures
Wfa Of San Diego
San Diego, CA · Est. 2020
- AUM
- $207M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Hardworking Capital Advisors, LLC
Palm Desert, CA · Est. 2017
- AUM
- $206M
- Per adviser
- $103M
- Advisers
- 2
No reported disclosures
Brightpath Wealth Planning, LLC
Camarillo, CA · Est. 2021
- AUM
- $206M
- Per adviser
- $206M
- Advisers
- 1
No reported disclosures
The Putney Financial Group LLC
San Rafael, CA · Est. 2004
- AUM
- $205M
- Per adviser
- $51M
- Advisers
- 4
No reported disclosures
Blue Marble Investments
Santa Barbara, CA · Est. 2021
- AUM
- $205M
- Per adviser
- $68M
- Advisers
- 3
No reported disclosures
Rayliant Investment Research
Newport Beach, CA · Est. 2020
- AUM
- $203M
- Per adviser
- $25M
- Advisers
- 8
No reported disclosures
Hansen & Associates Financial Group INC.
Roseville, CA · Est. 2021
- AUM
- $202M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Johnson Lyman Wealth Advisors
Los Altos, CA · Est. 2009
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Pacific Financial Strategies, INC
Thousand Oaks, CA · Est. 2009
- AUM
- $201M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Authentic Ventures Investment Manager, LLC
Oakland, CA · Est. 2024
- AUM
- $201M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Waverley Wealth Management LLC
Mountain View, CA · Est. 2022
- AUM
- $201M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
My Portfolio Guide, LLC
Seal Beach, CA · Est. 2024
- AUM
- $201M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Legion Partners Asset Management, LLC
Los Angeles, CA · Est. 2012
- AUM
- $201M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Emerald Bay Wealth Management LLC
Tahoe City, CA · Est. 2025
- AUM
- $200M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Cedarstone Advisors
Thousand Oaks, CA · Est. 2018
- AUM
- $198M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Crown Advisors Management, INC.
Larkspur, CA · Est. 2015
- AUM
- $198M
- Per adviser
- $198M
- Advisers
- 1
No reported disclosures
Bengal Asset Management, LLC
Santa Monica, CA · Est. 2018
- AUM
- $198M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Attentive Investments, LLC
Stockton, CA · Est. 2021
- AUM
- $197M
- Per adviser
- $197M
- Advisers
- 1
No reported disclosures
Aps Investment Management Group
Jackson, CA · Est. 2020
- AUM
- $197M
- Per adviser
- $99M
- Advisers
- 2
No reported disclosures
L Capital, LLC
Windsor, CA · Est. 2024
- AUM
- $197M
- Per adviser
- $99M
- Advisers
- 2
No reported disclosures
Connor Capital Sb, LLC
Santa Barbara, CA · Est. 2023
- AUM
- $197M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Certified Planners, INC.
San Ramon, CA · Est. 1989
- AUM
- $197M
- Per adviser
- $98M
- Advisers
- 2
No reported disclosures
Reyes Financial Architecture INC.
San Diego, CA · Est. 2022
- AUM
- $196M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Golden Gate Personal Financial Planning
San Francisco, CA · Est. 2022
- AUM
- $196M
- Per adviser
- $196M
- Advisers
- 1
No reported disclosures
Plan Financial
Fresno, CA · Est. 2018
- AUM
- $195M
- Per adviser
- $33M
- Advisers
- 6
No reported disclosures
Accord Equity Advisors LLC
San Francisco, CA · Est. 2023
- AUM
- $194M
- Per adviser
- $39M
- Advisers
- 5
No reported disclosures
Integrity Wealth Partners, LLC
Walnut Creek, CA · Est. 2013
- AUM
- $194M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
D. M. Brenner, INC.
Solana Beach, CA · Est. 2020
- AUM
- $194M
- Per adviser
- $65M
- Advisers
- 3
No reported disclosures
Xpv Management LLC
El Segundo, CA · Est. 2025
- AUM
- $194M
- Per adviser
- $14M
- Advisers
- 14
No reported disclosures
January Capital Advisors LLC
San Francisco, CA · Est. 2017
- AUM
- $193M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
Willner & Heller LLC
Encino, CA · Est. 2018
- AUM
- $193M
- Per adviser
- $64M
- Advisers
- 3
No reported disclosures
Baybridge Capital Group, LLC
Livermore, CA · Est. 2018
- AUM
- $193M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
Falcon Bridge Capital
Oakland, CA · Est. 2011
- AUM
- $193M
- Per adviser
- $39M
- Advisers
- 5
No reported disclosures
Greenshields Capital LLC
El Segundo, CA · Est. 2021
- AUM
- $192M
- Per adviser
- $96M
- Advisers
- 2
No reported disclosures
K2 Financial INC.
Glendora, CA · Est. 2021
- AUM
- $192M
- Per adviser
- $24M
- Advisers
- 8
No reported disclosures
Anchor Capital
Aliso Viejo, CA · Est. 2002
- AUM
- $191M
- Per adviser
- $191M
- Advisers
- 1
No reported disclosures
M83 Investment Group, LLC
Calabasas, CA · Est. 2024
- AUM
- $191M
- Per adviser
- $48M
- Advisers
- 4
No reported disclosures
Drh Investments, INC.
Thousand Oaks, CA · Est. 2019
- AUM
- $191M
- Per adviser
- $95M
- Advisers
- 2
No reported disclosures
Dynamic Wealth Strategies, LLC
Granite Bay, CA · Est. 2022
- AUM
- $191M
- Per adviser
- $48M
- Advisers
- 4
No reported disclosures
Silicon Beach Wealth, LLC
Marina Del Rey, CA · Est. 2025
- AUM
- $190M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Hamilton Manor & Associates
La Jolla, CA · Est. 2018
- AUM
- $189M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Wilshire Quinn Capital, INC.
San Diego, CA · Est. 2023
- AUM
- $188M
- Per adviser
- $188M
- Advisers
- 1
No reported disclosures
Bristlecone Value Partners, LLC
Los Angeles, CA · Est. 2015
- AUM
- $188M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Frank Financial Advisors
Carlsbad, CA · Est. 2021
- AUM
- $188M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Arca Investment Management, LLC
Marina Del Rey, CA · Est. 2022
- AUM
- $188M
- Per adviser
- $13M
- Advisers
- 15
No reported disclosures
Topturn Capital, LLC
Carmel, CA · Est. 2009
- AUM
- $187M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Ward & Associates
San Diego, CA · Est. 1998
- AUM
- $187M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Bancreek Capital Advisors, LLC
Santa Monica, CA · Est. 2023
- AUM
- $187M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Eliot Finkel Investment Counsel, LLC
Beverly Hills, CA · Est. 1974
- AUM
- $187M
- Per adviser
- $187M
- Advisers
- 1
No reported disclosures
Asl Financial, LLC
Los Gatos, CA · Est. 2021
- AUM
- $187M
- Per adviser
- $187M
- Advisers
- 1
No reported disclosures
Total Wealth Services, LLC
Westlake Village, CA · Est. 2024
- AUM
- $186M
- Per adviser
- $31M
- Advisers
- 6
No reported disclosures
The Kocen Financial Group, INC.
Rancho Mirage, CA · Est. 2005
- AUM
- $186M
- Per adviser
- $37M
- Advisers
- 5
No reported disclosures
Gratia Capital, LLC
Los Angeles, CA · Est. 2022
- AUM
- $186M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Doheny Asset Management, L.L.C.
Los Angeles, CA · Est. 1993
- AUM
- $186M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Archer Pointe Wealth Management, LLC
Davis, CA · Est. 2020
- AUM
- $186M
- Per adviser
- $93M
- Advisers
- 2
No reported disclosures
Guild Investment Management, INC.
Westlake Village, CA · Est. 1999
- AUM
- $185M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Torrey-Payne Wealth Management
Pasadena, CA · Est. 2025
- AUM
- $185M
- Per adviser
- $185M
- Advisers
- 1
No reported disclosures
Logic Wealth Management, LLC
Pasadena, CA · Est. 2024
- AUM
- $185M
- Per adviser
- $21M
- Advisers
- 9
No reported disclosures
Madrid Retirement Advisors
Manhattan Beach, CA · Est. 2026
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Longevity Capital Management
Thousand Oaks, CA · Est. 2024
- AUM
- $184M
- Per adviser
- $184M
- Advisers
- 1
No reported disclosures
Authentikos Wealth Advisory LLC
Morgan Hill, CA · Est. 2020
- AUM
- $184M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Kittyhawk Ventures, LLC
Los Angeles, CA · Est. 2026
- AUM
- $184M
- Per adviser
- $184M
- Advisers
- 1
No reported disclosures
Tryperion Manager LLC
Beverly Hills, CA · Est. 2024
- AUM
- $184M
- Per adviser
- $18M
- Advisers
- 10
No reported disclosures
Vincimus Capital, LLC
Malibu, CA · Est. 2022
- AUM
- $184M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Open Door Investment Management Ltd.
San Francisco, CA · Est. 2011
- AUM
- $183M
- Per adviser
- $18M
- Advisers
- 10
No reported disclosures
Altamont Wealth Management, INC.
Livermore, CA · Est. 2017
- AUM
- $183M
- Per adviser
- $183M
- Advisers
- 1
No reported disclosures
Genter Advisors LLC
Los Angeles, CA · Est. 2001
- AUM
- $183M
- Per adviser
- $46M
- Advisers
- 4
No reported disclosures
Gsi Capital Advisors LLC
Newport Beach, CA · Est. 2006
- AUM
- $182M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Angeles Family Office
Santa Monica, CA · Est. 2026
- AUM
- $182M
- Per adviser
- $91M
- Advisers
- 2
No reported disclosures
Trilinc Global Advisors, LLC
Manhattan Beach, CA · Est. 2016
- AUM
- $182M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
Square Nine Capital, LP
Los Angeles, CA · Est. 2025
- AUM
- $181M
- Per adviser
- $36M
- Advisers
- 5
No reported disclosures
Lewis Capital Management
Beverly Hills, CA · Est. 2005
- AUM
- $180M
- Per adviser
- $180M
- Advisers
- 1
No reported disclosures
Hall Capital, LLC
Pasadena, CA · Est. 2024
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Kestrel Investment Management Corp
San Mateo, CA · Est. 1993
- AUM
- $180M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Stirling Financial Group
San Diego, CA · Est. 2024
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg
Woodland Hills, CA · Est. 2020
- AUM
- $179M
- Per adviser
- $179M
- Advisers
- 1
No reported disclosures
O'Connor Wealth Management, INC.
Monrovia, CA · Est. 2024
- AUM
- $179M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Clearview Wealth Management
Irvine, CA · Est. 2021
- AUM
- $179M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
Core Financial Advisors
San Bernardino, CA · Est. 2013
- AUM
- $179M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Legacy Wealth Advisors, LLC
San Jose, CA · Est. 2020
- AUM
- $178M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
Gasber Financial Advisors, INC
Folsom, CA · Est. 2011
- AUM
- $178M
- Per adviser
- $89M
- Advisers
- 2
No reported disclosures
M Wealth Management, LLC
San Diego, CA · Est. 2018
- AUM
- $178M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Torrey Wealth, LLC
San Diego, CA · Est. 2022
- AUM
- $177M
- Per adviser
- $177M
- Advisers
- 1
No reported disclosures
Prime Meridian Capital Management, LLC
Walnut Creek, CA · Est. 2017
- AUM
- $177M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
Beyond Financial Services
Fremont, CA · Est. 2017
- AUM
- $177M
- Per adviser
- $177M
- Advisers
- 1
No reported disclosures
Nerad + Deppe Wealth Management
La Jolla, CA · Est. 2022
- AUM
- $176M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Kelsey Financial, LLC
Moorpark, CA · Est. 2024
- AUM
- $176M
- Per adviser
- $29M
- Advisers
- 6
No reported disclosures
Cta Wealth Advisors, INC.
Burbank, CA · Est. 2020
- AUM
- $175M
- Per adviser
- $88M
- Advisers
- 2
No reported disclosures
Power Asset Management LLC
Los Angeles, CA · Est. 2003
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Wedgewood Asset Management, LLC
Redondo Beach, CA · Est. 2022
- AUM
- $175M
- Per adviser
- $175M
- Advisers
- 1
No reported disclosures
Port Street Investments, LLC
Newport Beach, CA · Est. 2013
- AUM
- $174M
- Per adviser
- $87M
- Advisers
- 2
No reported disclosures
Ivanoff Wealth Management INC.
Cypress, CA · Est. 2025
- AUM
- $174M
- Per adviser
- $58M
- Advisers
- 3
Infinity Financial Services Advisory
Oakland, CA · Est. 2019
- AUM
- $174M
- Per adviser
- $5M
- Advisers
- 35
Anchor Point Financial
Bakersfield, CA · Est. 2025
- AUM
- $174M
- Per adviser
- $174M
- Advisers
- 1
No reported disclosures
Ifc
Auburn, CA · Est. 2025
- AUM
- $173M
- Per adviser
- $25M
- Advisers
- 7
No reported disclosures
International Asset Management
San Mateo, CA · Est. 2025
- AUM
- $173M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Wealthguard Advisors, INC.
Placerville, CA · Est. 2021
- AUM
- $172M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Prosperity Road, LLC
Santa Ana, CA · Est. 2020
- AUM
- $172M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Larsen Wealth Management
El Dorado Hills, CA · Est. 2023
- AUM
- $172M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Clayton Partners LLC
Berkeley, CA · Est. 2015
- AUM
- $172M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Crawford Financial Planning & Consulting
Modesto, CA · Est. 2022
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Cavu Wealth Advisors, LLC
Walnut Creek, CA · Est. 2026
- AUM
- $172M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Entruity Wealth, LLC
Bakersfield, CA · Est. 2021
- AUM
- $171M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Rmr Capital Management LLC
Tustin, CA · Est. 2020
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Mcm Wealth
Novato, CA · Est. 2021
- AUM
- $171M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Taylor Wealth Management, LLC
Torrance, CA · Est. 2021
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Redwood Park Advisors
Redwood City, CA · Est. 2023
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Del Mar Wealth Management INC
Del Mar, CA · Est. 2020
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Embarcadero Financial Group
San Francisco, CA · Est. 2020
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
The Chartist
Long Beach, CA · Est. 1976
- AUM
- $170M
- Per adviser
- $85M
- Advisers
- 2
No reported disclosures
Avise Financial
Los Angeles, CA · Est. 2025
- AUM
- $169M
- Per adviser
- $28M
- Advisers
- 6
No reported disclosures
Staines Financial, LLC
Roseville, CA · Est. 2018
- AUM
- $169M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Hanke & Apolonio Wealth Advisors LLC
San Francisco, CA · Est. 2025
- AUM
- $167M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures
Catalyst Wealth Advisors LLC
Newport Beach, CA · Est. 2024
- AUM
- $167M
- Per adviser
- $167M
- Advisers
- 1
No reported disclosures
Boyer Financial Services, INC.
Newport Beach, CA · Est. 2024
- AUM
- $167M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures
Sas Financial Advisors, LLC.
San Francisco, CA · Est. 2022
- AUM
- $167M
- Per adviser
- $33M
- Advisers
- 5
No reported disclosures
Epic Funds
Manhattan Beach, CA · Est. 2022
- AUM
- $166M
- Per adviser
- $33M
- Advisers
- 5
No reported disclosures
Olive Street Capital Partners LLC
Los Angeles, CA · Est. 2025
- AUM
- $165M
- Per adviser
- $165M
- Advisers
- 1
No reported disclosures
Slo Money Managers
Atascadero, CA · Est. 2024
- AUM
- $165M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Shima Capital Management LLC
Irvine, CA · Est. 2022
- AUM
- $165M
- Per adviser
- $27M
- Advisers
- 6
No reported disclosures
Clutinger Williams & Verhoye INC
San Diego, CA · Est. 1969
- AUM
- $163M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Decamilla Capital Management LLC
Sacramento, CA · Est. 2022
- AUM
- $163M
- Per adviser
- $163M
- Advisers
- 1
No reported disclosures
Dedicated Capital Advisors, LLC
San Francisco, CA · Est. 2013
- AUM
- $162M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures
Tessara Wealth
Burlingame, CA · Est. 2025
- AUM
- $162M
- Per adviser
- $41M
- Advisers
- 4
No reported disclosures
Fell Capital Management
Newport Beach, CA · Est. 1989
- AUM
- $162M
- Per adviser
- $162M
- Advisers
- 1
No reported disclosures
Blom & Howell Financial Planning, INC.
Modesto, CA · Est. 2022
- AUM
- $161M
- Per adviser
- $81M
- Advisers
- 2
No reported disclosures
Clearpath Capital Partners LLC
Menlo Park, CA · Est. 2013
- AUM
- $161M
- Per adviser
- $54M
- Advisers
- 3
No reported disclosures
Clairmont Capital Group, LLC
Los Angeles, CA · Est. 2023
- AUM
- $160M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Rai Wealth Management
Placentia, CA · Est. 2025
- AUM
- $160M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Sonoma Private Wealth LLC
Novato, CA · Est. 2022
- AUM
- $158M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Zermatt Wealth Partners
San Diego, CA · Est. 1982
- AUM
- $158M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Fc360 Wealth Management, INC.
Roseville, CA · Est. 2021
- AUM
- $158M
- Per adviser
- $158M
- Advisers
- 1
No reported disclosures
Fonte Financial Advisors
Carlsbad, CA · Est. 2021
- AUM
- $158M
- Per adviser
- $158M
- Advisers
- 1
No reported disclosures
M2 Capital Advisors
Valencia, CA · Est. 2026
- AUM
- $158M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Mork Capital Management
Healdsburg, CA · Est. 2026
- AUM
- $157M
- Per adviser
- $157M
- Advisers
- 1
No reported disclosures
Crosspoint Financial, LLC
Tustin, CA · Est. 2022
- AUM
- $157M
- Per adviser
- $157M
- Advisers
- 1
No reported disclosures
Finec Asset Management
San Diego, CA · Est. 2025
- AUM
- $157M
- Per adviser
- $26M
- Advisers
- 6
No reported disclosures
Natural Bridges Financial Advisors
Santa Cruz, CA · Est. 2025
- AUM
- $156M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Walk-On Capital, LLC
Los Angeles, CA · Est. 2024
- AUM
- $155M
- Per adviser
- $31M
- Advisers
- 5
No reported disclosures
Merrithew & Thorsten, INC.
San Diego, CA · Est. 2021
- AUM
- $155M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Decision Investments, INC.
San Diego, CA · Est. 2025
- AUM
- $155M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Lake Avenue Financial LLC
Pasadena, CA · Est. 2021
- AUM
- $155M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Newbury Capital Management, LLC
South Pasadena, CA · Est. 2017
- AUM
- $154M
- Per adviser
- $39M
- Advisers
- 4
No reported disclosures
Mct Entertainment Advisors LLC
West Hollywood, CA · Est. 2025
- AUM
- $154M
- Per adviser
- $22M
- Advisers
- 7
No reported disclosures
Millennium Investment Services
Van Nuys, CA · Est. 2000
- AUM
- $154M
- Per adviser
- $154M
- Advisers
- 1
No reported disclosures
Alessandra Capital Management, LLC
Torrance, CA · Est. 2025
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
R.H. Dinel Investment Counsel,INC.
Los Angeles, CA · Est. 1991
- AUM
- $154M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Arta Finance
Mountain View, CA · Est. 2022
- AUM
- $153M
- Per adviser
- $9M
- Advisers
- 18
No reported disclosures
Clear Retirement Advice LLC
San Mateo, CA · Est. 2025
- AUM
- $153M
- Per adviser
- $153M
- Advisers
- 1
No reported disclosures
Stewardship Wealth Management Solutions
Huntington Beach, CA · Est. 2023
- AUM
- $153M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Garner Financial Management
Lafayette, CA · Est. 2014
- AUM
- $153M
- Per adviser
- $153M
- Advisers
- 1
No reported disclosures
Dimensions Wealth Management, LLC
Roseville, CA · Est. 2022
- AUM
- $152M
- Per adviser
- $152M
- Advisers
- 1
No reported disclosures
Chrome Advisors
San Francisco, CA · Est. 2024
- AUM
- $152M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Redwood Coast Financial Partners
Eureka, CA · Est. 2021
- AUM
- $152M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Classic Financial
Westlake Village, CA · Est. 2026
- AUM
- $152M
- Per adviser
- $152M
- Advisers
- 1
No reported disclosures
Red Crane Wealth Management, LLC
Palo Alto, CA · Est. 2024
- AUM
- $152M
- Per adviser
- $51M
- Advisers
- 3
No reported disclosures
Redwood Grove Wealth Management
San Rafael, CA · Est. 2022
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Carmandalian Financial Group, LLC
Westlake Village, CA · Est. 2022
- AUM
- $151M
- Per adviser
- $151M
- Advisers
- 1
No reported disclosures
Mh & Associates Securities Management Corporation
Carlsbad, CA · Est. 1981
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Onesource Wealth Management
Granite Bay, CA · Est. 2024
- AUM
- $150M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures
Sidoxia Capital Management, LLC
Newport Beach, CA · Est. 2025
- AUM
- $149M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures
Aurora Wealth Advisors
San Diego, CA · Est. 2023
- AUM
- $149M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Tax Efficient Asset Management Solution, INC.
Costa Mesa, CA · Est. 2017
- AUM
- $148M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Broadwing Capital Advisors, INC.
Larkspur, CA · Est. 2024
- AUM
- $148M
- Per adviser
- $74M
- Advisers
- 2
No reported disclosures
Total Wealth Solutions
Los Altos, CA · Est. 2026
- AUM
- $148M
- Per adviser
- $148M
- Advisers
- 1
No reported disclosures
Holbrook Global Strategies
Palo Alto, CA · Est. 2004
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
No reported disclosures
Bucher Wealth Advisors
San Mateo, CA · Est. 2022
- AUM
- $147M
- Per adviser
- $147M
- Advisers
- 1
No reported disclosures
Stone Steps Financial, LLC
Encinitas, CA · Est. 2024
- AUM
- $147M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Westbound Equity Management, LLC
Palo Alto, CA · Est. 2026
- AUM
- $146M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Fmb Retirement Services
Westlake Village, CA · Est. 2012
- AUM
- $146M
- Per adviser
- $37M
- Advisers
- 4
No reported disclosures
Cornerstone Wealth Advisors, INC.
Carlsbad, CA · Est. 2025
- AUM
- $146M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Wulff, Hansen & Co.
San Rafael, CA · Est. 2022
- AUM
- $145M
- Per adviser
- $48M
- Advisers
- 3
Scenic Management LLC
San Francisco, CA · Est. 2026
- AUM
- $145M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Haven Capital Group
Westlake Village, CA · Est. 2024
- AUM
- $144M
- Per adviser
- $144M
- Advisers
- 1
No reported disclosures
Aqua Capital Advisors
Los Angeles, CA · Est. 2024
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Procore Advisors, LLC
Newport Beach, CA · Est. 2025
- AUM
- $144M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Fog City Advisors, LLC
Albany, CA · Est. 2025
- AUM
- $144M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Mayfield Advisors, INC.
Palo Alto, CA · Est. 2022
- AUM
- $143M
- Per adviser
- $36M
- Advisers
- 4
No reported disclosures
Appian Way Financial
Pasadena, CA · Est. 2024
- AUM
- $143M
- Per adviser
- $143M
- Advisers
- 1
No reported disclosures
Ultra Advisory Group
Irvine, CA · Est. 2025
- AUM
- $143M
- Per adviser
- $143M
- Advisers
- 1
No reported disclosures
Rittmann Capital Management Co
Moraga, CA · Est. 2026
- AUM
- $142M
- Per adviser
- $142M
- Advisers
- 1
No reported disclosures
Rj Patterson Group
San Diego, CA · Est. 2026
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Syndicated Capital, INC.
Diamond Bar, CA · Est. 2024
- AUM
- $142M
- Per adviser
- $16M
- Advisers
- 9
Partnership Capital Growth Investors Management, LLC
Los Gatos, CA · Est. 2015
- AUM
- $142M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Bourke Wealth Management
Santa Barbara, CA · Est. 2019
- AUM
- $141M
- Per adviser
- $35M
- Advisers
- 4
No reported disclosures
St. Clair Financial
Roseville, CA · Est. 2025
- AUM
- $141M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Derive Wealth
Pasadena, CA · Est. 2025
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures
Entrust Investment Services, INC
Campbell, CA · Est. 2024
- AUM
- $141M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Mestmaker & Petrey Wealth Advisors
Bakersfield, CA · Est. 2019
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Sherman Asset Management, INC.
Ventura, CA · Est. 2024
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures
Bosman Wealth Management, LLC
Redlands, CA · Est. 2025
- AUM
- $140M
- Per adviser
- $140M
- Advisers
- 1
No reported disclosures
Claremont Financial Group,INC.
Claremont, CA · Est. 2000
- AUM
- $140M
- Per adviser
- $140M
- Advisers
- 1
No reported disclosures
Legacy Pcg, LLC
Newport, CA · Est. 2016
- AUM
- $140M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures
Sikorski Wealth Management, LLC
San Diego, CA · Est. 2025
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Maya Advisors, INC.
Palo Alto, CA · Est. 2024
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Tano Capital, LLC
San Mateo, CA · Est. 2012
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Stock Farm Partners LLC
Palo Alto, CA · Est. 2020
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Apple & Associates
Grass Valley, CA · Est. 2026
- AUM
- $138M
- Per adviser
- $46M
- Advisers
- 3
No reported disclosures
Wallender, Timothy Joseph
Manhattan Beach, CA · Est. 2025
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures
21 West Wealth Management LLC
Tustin, CA · Est. 2025
- AUM
- $137M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Ascension Wealth Partners, LLC
Pleasant Hill, CA · Est. 2021
- AUM
- $137M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Cooke Wealth Management, LLC
Irvine, CA · Est. 2025
- AUM
- $137M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Brooker Wealth Management
Oakland, CA · Est. 1983
- AUM
- $136M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
J K R & Company, INC.
Van Nuys, CA · Est. 2026
- AUM
- $136M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures
Wealthrise Financial Planning, LLC
Carlsbad, CA · Est. 2025
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Barrier Capital Management, LLC
San Francisco, CA · Est. 2021
- AUM
- $136M
- Per adviser
- $136M
- Advisers
- 1
No reported disclosures
15 Equity
Santa Barbara, CA · Est. 2020
- AUM
- $136M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Light Capital LLC
Santa Monica, CA · Est. 2023
- AUM
- $135M
- Per adviser
- $135M
- Advisers
- 1
No reported disclosures
Crystal Cove Asset Management
Newport Beach, CA · Est. 2026
- AUM
- $135M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Dreamers Management LLC
El Segundo, CA · Est. 2025
- AUM
- $135M
- Per adviser
- $23M
- Advisers
- 6
No reported disclosures
Colton Wealth Management
Arcadia, CA · Est. 2024
- AUM
- $135M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Altum Wealth Advisors
Chico, CA · Est. 2025
- AUM
- $135M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures
Clarion Advisors INC.
Auburn, CA · Est. 2024
- AUM
- $134M
- Per adviser
- $134M
- Advisers
- 1
No reported disclosures
Cim Capital Sa Management, LLC
Los Angeles, CA · Est. 2019
- AUM
- $134M
- Per adviser
- $8M
- Advisers
- 16
No reported disclosures
Murray Financial Services, INC
Chico, CA · Est. 2022
- AUM
- $134M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Lewis Financial, LLC
San Luis Obispo, CA · Est. 2025
- AUM
- $134M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Garhwal, Chan & Williams INC.
San Francisco, CA · Est. 2025
- AUM
- $134M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Stites Financial Consulting
Wilton, CA · Est. 2025
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Schmitz Capital Partners, LLC
Mill Valley, CA · Est. 1988
- AUM
- $132M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures
Awr Investment Management, LLC
San Rafael, CA · Est. 2024
- AUM
- $132M
- Per adviser
- $132M
- Advisers
- 1
No reported disclosures
Warm Springs Advisors INC.
Larkspur, CA · Est. 2025
- AUM
- $131M
- Per adviser
- $131M
- Advisers
- 1
No reported disclosures
Kerr Wealth Management
Fresno, CA · Est. 2025
- AUM
- $131M
- Per adviser
- $26M
- Advisers
- 5
No reported disclosures
Aria Wealth Management
Saratoga, CA · Est. 2017
- AUM
- $130M
- Per adviser
- $22M
- Advisers
- 6
No reported disclosures
Vida Wealth Partners, INC.
Santa Barbara, CA · Est. 2025
- AUM
- $130M
- Per adviser
- $130M
- Advisers
- 1
No reported disclosures
Rsc Asset Management Group, LLC
Studio City, CA · Est. 2024
- AUM
- $129M
- Per adviser
- $26M
- Advisers
- 5
No reported disclosures
Wolfgang Capital
Temecula, CA · Est. 2025
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Prospettiva Financial
San Francisco, CA · Est. 2022
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Banta Asset Management LP
Newport Beach, CA · Est. 2007
- AUM
- $129M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Ig Better Future Management, LLC
Menlo Park, CA · Est. 2026
- AUM
- $128M
- Per adviser
- $32M
- Advisers
- 4
No reported disclosures
Harbor Hills Financial Advisors
Montecito, CA · Est. 2025
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
Opus Private Wealth Group, LLC
Orange, CA · Est. 2025
- AUM
- $128M
- Per adviser
- $43M
- Advisers
- 3
No reported disclosures
We Financial Group
San Francisco, CA · Est. 2025
- AUM
- $127M
- Per adviser
- $32M
- Advisers
- 4
No reported disclosures
Fairchild Financial Advisors, INC.
Folsom, CA · Est. 2021
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Wright Wealth Strategies, LLC
San Luis Obispo, CA · Est. 2025
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Double Bay Management & Planning
San Francisco, CA · Est. 2015
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Impact Fiduciary LLC
Pasadena, CA · Est. 2025
- AUM
- $127M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Miller Financial Services, INC.
San Juan Capistrano, CA · Est. 2025
- AUM
- $127M
- Per adviser
- $127M
- Advisers
- 1
No reported disclosures
Kingsford Capital Management, LLC
Point Richmond, CA · Est. 2012
- AUM
- $127M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Shepherd Street Advisors
Larkspur, CA · Est. 2025
- AUM
- $126M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Thielen Capital Corporation
Ladera Ranch, CA · Est. 2025
- AUM
- $126M
- Per adviser
- $126M
- Advisers
- 1
No reported disclosures
Hyphen Wealth Management
Lafayette, CA · Est. 2025
- AUM
- $126M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
East Beach Asset Management, LLC
Los Angeles, CA · Est. 2024
- AUM
- $125M
- Per adviser
- $125M
- Advisers
- 1
No reported disclosures
Candide Group
Oakland, CA · Est. 2020
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Zuckerman Capital Management, LLC
Los Angeles, CA · Est. 2026
- AUM
- $123M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Gallagher Wealth Management
Danville, CA · Est. 2024
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Pacific Specialty Investment Group, LLC
Newport Beach, CA · Est. 2026
- AUM
- $123M
- Per adviser
- $62M
- Advisers
- 2
No reported disclosures
Davies Financial Advisors, INC.
Murrieta, CA · Est. 2022
- AUM
- $123M
- Per adviser
- $21M
- Advisers
- 6
No reported disclosures
Bretton Capital Management
San Francisco, CA · Est. 2010
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Sunstone Advisors, LLC
Irvine, CA · Est. 2023
- AUM
- $123M
- Per adviser
- $14M
- Advisers
- 9
No reported disclosures
Enduring Wealth Advisors
Temecula, CA · Est. 2023
- AUM
- $123M
- Per adviser
- $41M
- Advisers
- 3
No reported disclosures
Contango Wealth Management LLC
Oakland, CA · Est. 2025
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures
Every Securities LLC
Sacramento, CA · Est. 2024
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Trillium Investments
Emeryville, CA · Est. 2025
- AUM
- $123M
- Per adviser
- $123M
- Advisers
- 1
No reported disclosures
Cambrian Asset Management, INC.
Mill Valley, CA · Est. 2022
- AUM
- $122M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
Matrix Planning INC
Santa Monica, CA · Est. 1986
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Life Strategies, INC.
La Jolla, CA · Est. 2025
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Tweet Management Services, INC.
La Mesa, CA · Est. 2026
- AUM
- $121M
- Per adviser
- $121M
- Advisers
- 1
No reported disclosures
Fullerton Advisors, LLC
Danville, CA · Est. 2025
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Dachtler Wealth Advisors, LLC
Folsom, CA · Est. 2025
- AUM
- $120M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
Goldberg Financial Advisors, LLC
El Segundo, CA · Est. 2026
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Mile Wealth Management
Irvine, CA · Est. 2026
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Sasser Investment Management, INC.
Berkeley, CA · Est. 2021
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Newport Asia LLC
San Francisco, CA · Est. 2002
- AUM
- $120M
- Per adviser
- $24M
- Advisers
- 5
No reported disclosures
Goldman Wealth Management
San Diego, CA · Est. 2026
- AUM
- $120M
- Per adviser
- $120M
- Advisers
- 1
No reported disclosures
Dca Family Office, LLC
Roseville, CA · Est. 2023
- AUM
- $120M
- Per adviser
- $17M
- Advisers
- 7
No reported disclosures
Triad Investment Management, LLC
Newport Beach, CA · Est. 2026
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Stoic Point Capital Management LLC
Palo Alto, CA · Est. 2026
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Enspire Wealth Management, LLC
Santa Rosa, CA · Est. 2023
- AUM
- $119M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Vantage Financial Group
Auburn, CA · Est. 2026
- AUM
- $119M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
Terrafirma Wealth Partners
Walnut Creek, CA · Est. 2025
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Mcm Advisers, LP
Orinda, CA · Est. 1995
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Crosspoint Capital Management
Orinda, CA · Est. 2026
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Ark Wealth Advisors, LLC
Yorba Linda, CA · Est. 2026
- AUM
- $118M
- Per adviser
- $118M
- Advisers
- 1
No reported disclosures
Ak Global Asset Management, LLC
Oakland, CA · Est. 2025
- AUM
- $118M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Pmb Advisors
Larkspur, CA · Est. 2020
- AUM
- $117M
- Per adviser
- $117M
- Advisers
- 1
No reported disclosures
Investment Managers Group, LLC
Temecula, CA · Est. 2025
- AUM
- $117M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Nim Wealth Solutions
San Jose, CA · Est. 2026
- AUM
- $117M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
Align Wealth Management, LLC
San Jose, CA · Est. 2026
- AUM
- $117M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Tidwell Wealth Management LLC
Rocklin, CA · Est. 2026
- AUM
- $117M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Luna Capital Management, LLC
Burlingame, CA · Est. 2026
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Heckman Financial & Insurance Services, INC.
San Jose, CA · Est. 2025
- AUM
- $116M
- Per adviser
- $23M
- Advisers
- 5
No reported disclosures
Ebert Capital Management INC.
Eureka, CA · Est. 2026
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Jaffe Asset Management LLC
Beverly Hills, CA · Est. 2026
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Orchard City Wealth Management, LLC
Los Gatos, CA · Est. 2026
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Paragon Asset Management INC.
Orinda, CA · Est. 2025
- AUM
- $116M
- Per adviser
- $116M
- Advisers
- 1
No reported disclosures
Kb Financial Advisors LLC
San Francisco, CA · Est. 2026
- AUM
- $115M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Wealth Compass Financial, INC.
Carlsbad, CA · Est. 2026
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Pariax Private Wealth Management
Newport Beach, CA · Est. 2020
- AUM
- $115M
- Per adviser
- $115M
- Advisers
- 1
No reported disclosures
South Bay Financial Partners
Torrance, CA · Est. 2017
- AUM
- $115M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Alpha One Asset Management LLC
Pasadena, CA · Est. 2025
- AUM
- $115M
- Per adviser
- $57M
- Advisers
- 2
Highbar Partners
Menlo Park, CA · Est. 2020
- AUM
- $115M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Goodstein Wealth Management LLC
Encino, CA · Est. 2023
- AUM
- $114M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Bridgeview Capital Advisors, INC.
El Dorado Hills, CA · Est. 2026
- AUM
- $114M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Bernard & Johnson Family Wealth Management
Pasadena, CA · Est. 2025
- AUM
- $113M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Coburn Barrett, LLC
San Francisco, CA · Est. 2013
- AUM
- $113M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures
Wealthfront Strategies LLC
Palo Alto, CA · Est. 2017
- AUM
- $112M
- Per adviser
- $6M
- Advisers
- 18
No reported disclosures
Pacific Excel Wealth Advisors, INC.
Walnut Creek, CA · Est. 2025
- AUM
- $111M
- Per adviser
- $111M
- Advisers
- 1
No reported disclosures
Poplar Point Capital Management LLC
Burlingame, CA · Est. 2025
- AUM
- $110M
- Per adviser
- $110M
- Advisers
- 1
No reported disclosures
Lockerman Financial Group, INC
Newport Beach, CA · Est. 2021
- AUM
- $110M
- Per adviser
- $110M
- Advisers
- 1
No reported disclosures
Hunt Wealth Management
Concord, CA · Est. 2026
- AUM
- $110M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Werlemann Wealth Management
Newport Beach, CA · Est. 2022
- AUM
- $110M
- Per adviser
- $110M
- Advisers
- 1
No reported disclosures
Veraz Advisors
San Ramon, CA · Est. 2026
- AUM
- $110M
- Per adviser
- $37M
- Advisers
- 3
No reported disclosures
Fairlight Advisors
San Francisco, CA · Est. 2026
- AUM
- $109M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures
Aii Capital Management, LLC
Moorpark, CA · Est. 2019
- AUM
- $109M
- Per adviser
- $109M
- Advisers
- 1
No reported disclosures
Finances For Real Life
Lompoc, CA · Est. 2026
- AUM
- $109M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Dove Investment Research And Management, INC.
Irvine, CA · Est. 2026
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
North Bay Wealth Management
Petaluma, CA · Est. 2025
- AUM
- $107M
- Per adviser
- $54M
- Advisers
- 2
No reported disclosures
Endure Capital, LLC
Lake Forest, CA · Est. 2025
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures
Ella Financial Advising
Oakland, CA · Est. 2026
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures
Eagleson Arndt Financial Advisors
Thousand Oaks, CA · Est. 2025
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures
S&F Investment Advisors
Encino, CA · Est. 2026
- AUM
- $106M
- Per adviser
- $106M
- Advisers
- 1
No reported disclosures
Changing Parameters, LLC
Los Altos, CA · Est. 2004
- AUM
- $105M
- Per adviser
- $53M
- Advisers
- 2
No reported disclosures
Clearview Investment Partners, LLC
Costa Mesa, CA · Est. 2009
- AUM
- $105M
- Per adviser
- $53M
- Advisers
- 2
No reported disclosures
Red Seven
Escondido, CA · Est. 2026
- AUM
- $104M
- Per adviser
- $26M
- Advisers
- 4
No reported disclosures
Wellacre Global Wealth Advisors
Santa Monica, CA · Est. 2026
- AUM
- $104M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Muse Capital Management LLC
Santa Monica, CA · Est. 2025
- AUM
- $104M
- Per adviser
- $104M
- Advisers
- 1
No reported disclosures
Bright Lake Wealth Management, LLC
Redding, CA · Est. 2026
- AUM
- $104M
- Per adviser
- $26M
- Advisers
- 4
No reported disclosures
Alamo Capital
Walnut Creek, CA · Est. 2026
- AUM
- $104M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Abundant Wealth Partners, LLC
Santa Barbara, CA · Est. 2026
- AUM
- $103M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures
Wynn Capital Management, LLC
Santa Cruz, CA · Est. 2026
- AUM
- $102M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Secure Retirement Financial & Insurance Services Corp.
San Ramon, CA · Est. 2022
- AUM
- $102M
- Per adviser
- $34M
- Advisers
- 3
No reported disclosures
Autilus Partners LLC
Santa Monica, CA · Est. 2025
- AUM
- $101M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
Sagent Wealth Management
Laguna Beach, CA · Est. 2008
- AUM
- $100M
- Per adviser
- $100M
- Advisers
- 1
Cardinal Point Capital LLC
San Francisco, CA · Est. 2012
- AUM
- $100M
- Per adviser
- $33M
- Advisers
- 3
No reported disclosures
Pacific Wealth Advisory Services LLC
Danville, CA · Est. 2024
- AUM
- $96M
- Per adviser
- $96M
- Advisers
- 1
No reported disclosures
Penserra Global Investors LLC
Orinda, CA · Est. 2024
- AUM
- $96M
- Per adviser
- $10M
- Advisers
- 10
No reported disclosures
Saxon Securities LLC
San Francisco, CA · Est. 2014
- AUM
- $95M
- Per adviser
- $95M
- Advisers
- 1
No reported disclosures
Cove Street Capital, LLC
Hermosa Beach, CA · Est. 2011
- AUM
- $94M
- Per adviser
- $94M
- Advisers
- 1
No reported disclosures
Peak Financial Planning
Canoga Park, CA · Est. 2026
- AUM
- $93M
- Per adviser
- $23M
- Advisers
- 4
No reported disclosures
Mundoval Capital Management, INC.
La Jolla, CA · Est. 2004
- AUM
- $92M
- Per adviser
- $31M
- Advisers
- 3
No reported disclosures
Wave Digital Assets LLC
Los Angeles, CA · Est. 2021
- AUM
- $92M
- Per adviser
- $5M
- Advisers
- 20
No reported disclosures
Pruneyard Financial Group, INC.
Cupertino, CA · Est. 2001
- AUM
- $91M
- Per adviser
- $91M
- Advisers
- 1
No reported disclosures
Novawave Capital
Menlo Park, CA · Est. 2025
- AUM
- $90M
- Per adviser
- $30M
- Advisers
- 3
No reported disclosures
7 Streets Financial, LLC
San Diego, CA · Est. 2020
- AUM
- $88M
- Per adviser
- $44M
- Advisers
- 2
No reported disclosures
Pacific Global Investment Management Company
Glendale, CA · Est. 1992
- AUM
- $87M
- Per adviser
- $22M
- Advisers
- 4
No reported disclosures
Jacob Asset Management Of New York LLC
Hermosa Beach, CA · Est. 1999
- AUM
- $84M
- Per adviser
- $28M
- Advisers
- 3
No reported disclosures
Marin Wealth Advisors LLC
San Rafael, CA · Est. 2018
- AUM
- $69M
- Per adviser
- $35M
- Advisers
- 2
No reported disclosures
Black Hill Capital Partners, LLC
San Francisco, CA · Est. 2020
- AUM
- $68M
- Per adviser
- $68M
- Advisers
- 1
Backer
San Francisco, CA · Est. 2015
- AUM
- $63M
- Per adviser
- $63M
- Advisers
- 1
No reported disclosures
Rcm Robinson Capital Management LLC
Sacramento, CA · Est. 2007
- AUM
- $62M
- Per adviser
- $62M
- Advisers
- 1
No reported disclosures
Dipsea Capital, LLC
Mill Valley, CA · Est. 2023
- AUM
- $61M
- Per adviser
- $31M
- Advisers
- 2
No reported disclosures
Awm Global Advisors
San Diego, CA · Est. 2011
- AUM
- $59M
- Per adviser
- $20M
- Advisers
- 3
No reported disclosures
Firsthand Capital Management, INC.
San Jose, CA · Est. 2009
- AUM
- $59M
- Per adviser
- $29M
- Advisers
- 2
No reported disclosures
Transglobal Advisory, LLC
Monrovia, CA · Est. 2023
- AUM
- $58M
- Per adviser
- $2M
- Advisers
- 27
No reported disclosures
Kailai Advisers Ltd.
Los Angeles, CA · Est. 2012
- AUM
- $58M
- Per adviser
- $6M
- Advisers
- 9
No reported disclosures
Westpark Capital, INC.
Los Angeles, CA · Est. 2016
- AUM
- $53M
- Per adviser
- $5M
- Advisers
- 11
C1 Advisors LLC
Palo Alto, CA · Est. 2025
- AUM
- $53M
- Per adviser
- $18M
- Advisers
- 3
No reported disclosures
Sky Vision Wealth Management Corp.
Irvine, CA · Est. 2022
- AUM
- $53M
- Per adviser
- $26M
- Advisers
- 2
No reported disclosures
Anchor Bay Private Wealth LLC
Carlsbad, CA · Est. 2023
- AUM
- $52M
- Per adviser
- $9M
- Advisers
- 6
No reported disclosures
Bancreek Capital Management, LP
Santa Monica, CA · Est. 2021
- AUM
- $49M
- Per adviser
- $25M
- Advisers
- 2
No reported disclosures
Just Futures
San Francisco, CA · Est. 2026
- AUM
- $47M
- Per adviser
- $12M
- Advisers
- 4
No reported disclosures
Insights Investments
Palo Alto, CA · Est. 2020
- AUM
- $46M
- Per adviser
- $46M
- Advisers
- 1
No reported disclosures
Maze Investments, LLC
Los Angeles, CA · Est. 2021
- AUM
- $46M
- Per adviser
- $15M
- Advisers
- 3
No reported disclosures
Mw Investment Strategy
El Dorado Hills, CA · Est. 2018
- AUM
- $43M
- Per adviser
- $7M
- Advisers
- 6
No reported disclosures
Alternative Access Funds, LLC
El Segundo, CA · Est. 2020
- AUM
- $43M
- Per adviser
- $43M
- Advisers
- 1
No reported disclosures
Arimathea
Fort Bragg, CA · Est. 2024
- AUM
- $40M
- Per adviser
- $10M
- Advisers
- 4
No reported disclosures
Catton Capital Partners, LLC
San Francisco, CA · Est. 2025
- AUM
- $40M
- Per adviser
- $20M
- Advisers
- 2
No reported disclosures
Heron Finance
San Francisco, CA · Est. 2023
- AUM
- $38M
- Per adviser
- $19M
- Advisers
- 2
No reported disclosures
Acquirers Funds, LLC
Rolling Hills, CA · Est. 2018
- AUM
- $33M
- Per adviser
- $33M
- Advisers
- 1
No reported disclosures
Arca Capital Management
Marina Del Rey, CA · Est. 2020
- AUM
- $33M
- Per adviser
- $4M
- Advisers
- 8
No reported disclosures
Tvv Advisers, LLC
Pleasanton, CA · Est. 2022
- AUM
- $31M
- Per adviser
- $31M
- Advisers
- 1
No reported disclosures
Octavewealth
San Francisco, CA · Est. 2014
- AUM
- $30M
- Per adviser
- $15M
- Advisers
- 2
No reported disclosures
Seneca Private Wealth, LLC
Los Angeles, CA · Est. 2025
- AUM
- $30M
- Per adviser
- $6M
- Advisers
- 5
No reported disclosures
Bunker
San Francisco, CA · Est. 2022
- AUM
- $29M
- Per adviser
- $15M
- Advisers
- 2
No reported disclosures
Gordian Capital Management, LLC
Mill Valley, CA · Est. 2025
- AUM
- $28M
- Per adviser
- $6M
- Advisers
- 5
No reported disclosures
Cleveralpha
Hawthorne, CA · Est. 2019
- AUM
- $28M
- Per adviser
- $14M
- Advisers
- 2
No reported disclosures
Pantheon Infra Advisors, LLC
San Francisco, CA · Est. 2025
- AUM
- $27M
- Per adviser
- $7M
- Advisers
- 4
No reported disclosures
Albert Investments, LLC
Santa Barbara, CA · Est. 2018
- AUM
- $23M
- Per adviser
- $8M
- Advisers
- 3
No reported disclosures
Bloom Investment Advisors, LLC
San Francisco, CA · Est. 2021
- AUM
- $18M
- Per adviser
- $18M
- Advisers
- 1
No reported disclosures
Svof/Mm, LLC
Santa Monica, CA · Est. 2004
- AUM
- $16M
- Per adviser
- $16M
- Advisers
- 1
No reported disclosures
Argos Global Advisors, LLC
Santa Barbara, CA · Est. 2018
- AUM
- $13M
- Per adviser
- $4M
- Advisers
- 3
No reported disclosures
Ivy Invest Corporation
San Francisco, CA · Est. 2024
- AUM
- $13M
- Per adviser
- $13M
- Advisers
- 1
No reported disclosures
Tripacific Capital Advisors, LLC
Irvine, CA · Est. 2006
- AUM
- $12M
- Per adviser
- $3M
- Advisers
- 4
No reported disclosures
Value Trend Capital Management LP
El Cajon, CA · Est. 1999
- AUM
- $12M
- Per adviser
- $12M
- Advisers
- 1
No reported disclosures
Balance Cash Management INC.
San Francisco, CA · Est. 2025
- AUM
- $12M
- Per adviser
- $6M
- Advisers
- 2
No reported disclosures
Bancreek Capital Strategies, LLC
Santa Monica, CA · Est. 2026
- AUM
- $11M
- Per adviser
- $6M
- Advisers
- 2
No reported disclosures
Highline Asset Management, LLC
Sherman Oaks, CA · Est. 2025
- AUM
- $11M
- Per adviser
- $5M
- Advisers
- 2
No reported disclosures
Volt Equity LLC
San Francisco, CA · Est. 2020
- AUM
- $10M
- Per adviser
- $10M
- Advisers
- 1
No reported disclosures
Corgi Strategies, LLC
San Francisco, CA · Est. 2025
- AUM
- $10M
- Per adviser
- $10M
- Advisers
- 1
No reported disclosures
Unity Wealth Partners
Newport Beach, CA · Est. 2024
- AUM
- $7M
- Per adviser
- $4M
- Advisers
- 2
No reported disclosures
Caltier Advisors, LLC
Poway, CA · Est. 2023
- AUM
- $7M
- Per adviser
- $2M
- Advisers
- 3
No reported disclosures
Distribution Cognizant, LLC
Palo Alto, CA · Est. 2022
- AUM
- $5M
- Per adviser
- $5M
- Advisers
- 1
No reported disclosures
Berilium
Lake Forest, CA · Est. 2023
- AUM
- $4M
- Per adviser
- $4M
- Advisers
- 1
No reported disclosures
Finvest
San Francisco, CA · Est. 2024
- AUM
- $4M
- Per adviser
- $4M
- Advisers
- 1
No reported disclosures
Finite Management, LLC
Santa Monica, CA · Est. 2021
- AUM
- $3M
- Per adviser
- $1M
- Advisers
- 2
No reported disclosures
Penserra Wealth Management
Orinda, CA · Est. 2024
- AUM
- $3M
- Per adviser
- $3M
- Advisers
- 1
No reported disclosures
Ai Funds
Sausalito, CA · Est. 2026
- AUM
- $2M
- Per adviser
- $1M
- Advisers
- 2
No reported disclosures
Insight Advisors, LLC
Los Angeles, CA · Est. 2014
- AUM
- $2M
- Per adviser
- $2M
- Advisers
- 1
No reported disclosures
Sidepocket Incorporated
San Francisco, CA · Est. 2020
- AUM
- $914,547
- Per adviser
- $304,849
- Advisers
- 3
No reported disclosures
Lloyd Tevis Investments, LLC
Lafayette, CA · Est. 2022
- AUM
- $435,000
- Per adviser
- $435,000
- Advisers
- 1
No reported disclosures
Elite Portfolios
Carmel By The Sea, CA · Est. 2023
- AUM
- $322,063
- Per adviser
- —
- Advisers
- —
No reported disclosures
Mostt INC.
Sherman Oaks, CA · Est. 2024
- AUM
- $254,054
- Per adviser
- $254,054
- Advisers
- 1
No reported disclosures
Munifi, LLC
Hermosa Beach, CA · Est. 2024
- AUM
- $197,892
- Per adviser
- $197,892
- Advisers
- 1
No reported disclosures
Wing
Newport Beach, CA · Est. 2025
- AUM
- $127,775
- Per adviser
- $63,887.5
- Advisers
- 2
No reported disclosures
Socialtrader
San Diego, CA · Est. 2023
- AUM
- $73,145
- Per adviser
- —
- Advisers
- —
No reported disclosures
Decode Finance LLC
Palo Alto, CA · Est. 2024
- AUM
- $1,000
- Per adviser
- $1,000
- Advisers
- 1
No reported disclosures
Endowe Advisory LLC
San Jose, CA · Est. 2025
- AUM
- $300
- Per adviser
- $300
- Advisers
- 1
No reported disclosures
Xoomfi Advisors
San Jose, CA · Est. 2021
- AUM
- $300
- Per adviser
- —
- Advisers
- —
No reported disclosures
Aft US Capital LLC
San Francisco, CA · Est. 2025
- AUM
- $214
- Per adviser
- —
- Advisers
- —
No reported disclosures
Pantheon
San Francisco, CA · Est. 1988
- AUM
- $11
- Per adviser
- —
- Advisers
- —
No reported disclosures
Clera
Bakersfield, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Finsie
Belmont, CA · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Planmember Asset Management Corporation
Carpinteria, CA · Est. 2017
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Shah Wealth Advisors
Chino Hills, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Era Financial Advisors
Covina, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Altruist LLC
Culver City, CA · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Altruist Advisors LLC
Culver City, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Armory Capital Group, LLC
El Segundo, CA · Est. 2013
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Cetera Advisory Services LLC
El Segundo, CA · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 14
No reported disclosures
Vista Point Asset Management LLC
Irvine, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Cosmos Wealth, LLC
La Jolla, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Capital Client Group, INC.
Los Angeles, CA · Est. 2013
- AUM
- —
- Per adviser
- —
- Advisers
- 699
No reported disclosures
Crabel Capital Management, LLC
Los Angeles, CA · Est. 2017
- AUM
- —
- Per adviser
- —
- Advisers
- 27
No reported disclosures
Rclco Fund Advisors, LLC
Los Angeles, CA · Est. 2014
- AUM
- —
- Per adviser
- —
- Advisers
- 38
No reported disclosures
Slated Analytics, LLC
Los Angeles, CA · Est. 2015
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Libretto
Los Angeles, CA · Est. 2018
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Bluum Invest LLC
Los Angeles, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Factory Capital LLC
Los Angeles, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
William O'Neil + Company
Los Angeles, CA · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 18
No reported disclosures
Capital Research Company
Los Angeles, CA · Est. 1997
- AUM
- —
- Per adviser
- —
- Advisers
- 118
No reported disclosures
React Investment Solutions, LLC
Los Gatos, CA · Est. 2010
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
Mezzi
Menlo Park, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ajax Health Management Company, LLC
Menlo Park, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 13
No reported disclosures
Boldin Advisors
Mill Valley, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 14
No reported disclosures
Inri
Mountain View, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ant Money Advisors
Newport Beach, CA · Est. 2020
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Deep Blue Capital
Newport Beach, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Aristotle Pacific Clo Adviser III, LLC
Newport Beach, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 22
No reported disclosures
Step Advisers, LLC
Palo Alto, CA · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Onward Advisors LLC
Pasadena, CA · Est. 2022
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Scout Wealth Advisors LLC
Pasadena, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Change Forces
Portola Valley, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Ef Portfolio
Sacramento, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Benchmark Advisory Services, LLC
San Diego, CA · Est. 2019
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Nectarine
San Diego, CA · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 29
No reported disclosures
Advice Only
San Diego, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures
Breakaway Independent Advisors, LLC
San Diego, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Charles Schwab & Co., INC.
San Francisco, CA · Est. 1987
- AUM
- —
- Per adviser
- —
- Advisers
- 4,127
Portfolio Management Technology
San Francisco, CA · Est. 1996
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Albourne America LLC
San Francisco, CA · Est. 2006
- AUM
- —
- Per adviser
- —
- Advisers
- 74
No reported disclosures
Schwab Wealth Advisory, INC.
San Francisco, CA · Est. 2011
- AUM
- —
- Per adviser
- —
- Advisers
- 1,375
Florin Pensions LLC
San Francisco, CA · Est. 2012
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Terra Firma Asset Management
San Francisco, CA · Est. 2020
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Li Enterprises
San Francisco, CA · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Atomic Vaults Advisors LLC
San Francisco, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Enrich Finance LLC
San Francisco, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Prelude Investment Services
San Francisco, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Yoshi Advisory
San Francisco, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Beacon Coast Partners, LLC
San Francisco, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Orion Partners, LLC
San Francisco, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Broadside Wealth
San Francisco, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Appleseed Advisory, LLC
San Francisco, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Bark Securities, LLC
San Francisco, CA · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Brightplan LLC
San Jose, CA · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures
R.I.T. Wealth Advisors
San Luis Obispo, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Bridgebay Financial, INC.
San Ramon, CA · Est. 2016
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Cove
Santa Clara, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Spa Ria
Santa Monica, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Tide Rock Leverageco Manager, LLC
Solana Beach, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 11
No reported disclosures
Rcf Asset Management Group 3, LLC
Studio City, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Rsc Industrial Asset Management Group 2, LLC
Studio City, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Rcf Asset Management Group 4, LLC
Studio City, CA · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures
Zai Technologies LLC
Thousand Oaks, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Macro Quant Private Wealth, LLC
Torrance, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Martin & Company
Valencia, CA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 4
No reported disclosures
Northstar Investment Advisory LLC
West Hollywood, CA · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 9
No reported disclosures