Research Report · 2026-06-30
Institutional Registered Investment Advisers in California
SEC-registered investment advisers in California ranked by reported institutional client assets.
Firms
1,081
Total AUM
$20.78T
Median AUM
$503.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH | 104559 | $3.67T | 1,968 | 2026-05-31 | → |
| 2 | KKR CREDIT ADVISORS (US) LLC | SAN FRANCISCO | 146629 | $270.85B | 609 | 2026-03-31 | → |
| 3 | GLOBAL RETIREMENT PARTNERS LLC | SAN RAFAEL | 172011 | $169.58B | 464 | 2026-06-30 | → |
| 4 | FINANCIAL ENGINES ADVISORS L.L.C. | SANTA CLARA | 104510 | $326.29B | 1,679 | 2026-03-31 | → |
| 5 | PAYDEN & RYGEL | LOS ANGELES | 107160 | $158.23B | 194 | 2026-03-31 | → |
| 6 | DODGE & COX | SAN FRANCISCO | 104596 | $466.56B | 336 | 2026-04-30 | → |
| 7 | WILSHIRE ADVISORS LLC | SANTA MONICA | 6210 | $149.10B | 307 | 2026-06-30 | → |
| 8 | WESTERN ASSET MANAGEMENT COMPANY, LLC | PASADENA | 110441 | $184.99B | 137 | 2026-06-30 | → |
| 9 | ALAN D BILLER & ASSOCIATES, INC. | MENLO PARK | 105283 | $65.07B | 51 | 2026-01-31 | → |
| 10 | PATHWAY CAPITAL MANAGEMENT, LP | IRVINE | 108016 | $97.82B | 248 | 2026-06-30 | → |
| 11 | ARES MANAGEMENT LLC | LOS ANGELES | 130074 | $458.82B | 3,990 | 2026-05-31 | → |
| 12 | WORLD INVESTMENT ADVISORS, LLC | SANTA BARBARA | 208512 | $56.28B | 413 | 2026-03-31 | → |
| 13 | TCW ASSET MANAGEMENT COMPANY LLC | LOS ANGELES | 105742 | $81.18B | 431 | 2026-05-31 | → |
| 14 | CHANDLER ASSET MANAGEMENT INC | SAN DIEGO | 107287 | $45.31B | 54 | 2026-03-31 | → |
| 15 | SAGEVIEW ADVISORY GROUP, LLC | NEWPORT BEACH | 126777 | $37.50B | 195 | 2026-03-31 | → |
| 16 | WEALTHSPIRE RETIREMENT, LLC | ALISO VIEJO | 121254 | $38.61B | 244 | 2026-03-31 | → |
| 17 | PANTHEON VENTURES (US) LP | SAN FRANCISCO | 153425 | $87.69B | 129 | 2026-03-31 | → |
| 18 | OAKTREE CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 106793 | $183.29B | 905 | 2026-05-31 | → |
| 19 | CALLAN LLC | SAN FRANCISCO | 107687 | $41.94B | 202 | 2026-03-31 | → |
| 20 | WCM INVESTMENT MANAGEMENT, LLC | LAGUNA BEACH | 104702 | $96.77B | 102 | 2026-03-31 | → |
| 21 | SVB ASSET MANAGEMENT | SAN FRANCISCO | 124567 | $32.32B | 24 | 2026-03-31 | → |
| 22 | CAPITAL INTERNATIONAL, INC. | LOS ANGELES | 110682 | $51.92B | 263 | 2026-05-31 | → |
| 23 | BRANDES INVESTMENT PARTNERS, LP | LA JOLLA | 105404 | $40.65B | 149 | 2026-04-30 | → |
| 24 | FRANKLIN ADVISERS, INC. | SAN MATEO | 104517 | $509.45B | 384 | 2026-05-31 | → |
| 25 | APERIO GROUP, LLC | SAUSALITO | 111616 | $152.13B | 208 | 2026-04-30 | → |
| 26 | ICONIQ CAPITAL, LLC | SAN FRANCISCO | 159198 | $117.53B | 513 | 2026-04-30 | → |
| 27 | CAUSEWAY CAPITAL MANAGEMENT LLC | LOS ANGELES | 113308 | $62.24B | 103 | 2026-03-31 | → |
| 28 | MEKETA FIDUCIARY MANAGEMENT, LLC | CARLSBAD | 323605 | $20.14B | 1 | 2026-03-31 | → |
| 29 | MERCURY ADVISORY, LLC | SAN FRANCISCO | 308960 | $17.94B | 7 | 2026-05-31 | → |
| 30 | METROPOLITAN WEST ASSET MANAGEMENT LLC | LOS ANGELES | 104571 | $78.52B | 377 | 2026-05-31 | → |
| 31 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 32 | GUSTO INVESTMENT SERVICES, LLC | SAN FRANCISCO | 281515 | $12.01B | 3 | 2026-05-31 | → |
| 33 | ARES CAPITAL MANAGEMENT LLC | LOS ANGELES | 131619 | $97.62B | 634 | 2026-05-31 | → |
| 34 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | LOS ANGELES | 312837 | $42.71B | 189 | 2026-05-31 | → |
| 35 | RPA FINANCIAL, LLC | SAN RAFAEL | 294105 | $10.88B | 12 | 2026-06-30 | → |
| 36 | ARISTOTLE CAPITAL MANAGEMENT, LLC | LOS ANGELES | 109876 | $43.54B | 170 | 2026-04-30 | → |
| 37 | SHUSTER ADVISORY GROUP, LLC | PASADENA | 170233 | $10.32B | 15 | 2026-05-31 | → |
| 38 | CRESCENT CAPITAL GROUP LP | LOS ANGELES | 153966 | $49.71B | 239 | 2026-05-31 | → |
| 39 | H&H INTERNATIONAL INVESTMENT, LLC | PALO ALTO | 292451 | $25.50B | 2 | 2026-05-31 | → |
| 40 | POST ADVISORY GROUP, LLC | LOS ANGELES | 108860 | $13.03B | 49 | 2026-05-31 | → |
| 41 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | LOS ANGELES | 114649 | $36.93B | 64 | 2026-03-31 | → |
| 42 | LOS ANGELES CAPITAL MANAGEMENT LLC | LOS ANGELES | 119033 | $40.58B | 103 | 2026-03-31 | → |
| 43 | ARISTOTLE PACIFIC CAPITAL, LLC | NEWPORT BEACH | 298050 | $26.76B | 46 | 2026-03-31 | → |
| 44 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | OAKLAND | 285366 | $7.26B | 29 | 2026-03-31 | → |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | SAN FRANCISCO | 106753 | $1.72T | 946 | 2026-03-31 | → |
| 46 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 104599 | $39.36B | 134 | 2026-03-31 | → |
| 47 | ALGERT GLOBAL LLC | SAN FRANCISCO | 125523 | $10.20B | 24 | 2026-05-31 | → |
| 48 | ASSETMARK, INC. | CONCORD | 109018 | $91.76B | 859 | 2026-05-31 | → |
| 49 | BIVIUM CAPITAL PARTNERS, LLC | SAN FRANCISCO | 134529 | $6.73B | 16 | 2026-05-31 | → |
| 50 | STEPSTONE GROUP REAL ASSETS LP | LA JOLLA | 281695 | $41.48B | 94 | 2026-06-30 | → |
| 51 | OMNICAP GROUP LLC | EL SEGUNDO | 133387 | $6.51B | 15 | 2026-04-30 | → |
| 52 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | LOS ANGELES | 110885 | $3.75T | 1,417 | 2026-05-31 | → |
| 53 | CAPITAL RESEARCH & CONSULTING LLC | PASADENA | 109868 | $5.99B | 8 | 2026-06-30 | → |
| 54 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | SAN DIEGO | 131660 | $5.87B | 5 | 2026-03-31 | → |
| 55 | LM CAPITAL GROUP, LLC | SAN DIEGO | 120277 | $6.10B | 20 | 2026-03-31 | → |
| 56 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 57 | ALPHAPOINT, INC. | CORONA DEL MAR | 130115 | $5.56B | 1 | 2026-03-31 | → |
| 58 | SIERRA INVESTMENT PARTNERS, INC. | WALNUT CREEK | 110954 | $5.50B | 9 | 2026-03-31 | → |
| 59 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 60 | PRECEPT ADVISORY GROUP LLC | IRVINE | 152776 | $5.01B | 8 | 2025-03-31 | → |
| 61 | CORE AND VALUE ADVISORS, LLC | SAN FRANCISCO | 156093 | $21.18B | 161 | 2026-06-30 | → |
| 62 | RESEARCH AFFILIATES, LLC | NEWPORT BEACH | 120440 | $27.84B | 66 | 2026-03-31 | → |
| 63 | BEACON POINTE ADVISORS, LLC | NEWPORT BEACH | 119290 | $54.87B | 780 | 2026-05-31 | → |
| 64 | PACIFIC PRIVATE FUND ADVISORS LLC | NEWPORT BEACH | 168830 | $12.24B | 12 | 2026-03-31 | → |
| 65 | PRIMECAP MANAGEMENT CO | PASADENA | 105516 | $139.34B | 43 | 2026-03-31 | → |
| 66 | CANTERBURY CONSULTING INCORPORATED | NEWPORT BEACH | 22875 | $45.88B | 64 | 2026-05-31 | → |
| 67 | BEACH POINT CAPITAL MANAGEMENT LP | SANTA MONICA | 148885 | $29.77B | 173 | 2026-05-31 | → |
| 68 | CAMDEN ASSET MANAGEMENT L P | LOS ANGELES | 106772 | $11.17B | 19 | 2026-06-30 | → |
| 69 | HANWHA ASSET MANAGEMENT (USA) LTD. | SAN FRANCISCO | 288464 | $4.00B | 22 | 2026-04-30 | → |
| 70 | SNYDER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 108518 | $6.09B | 17 | 2026-03-31 | → |
| 71 | LIDO ADVISORS, LLC | LOS ANGELES | 269866 | $42.50B | 437 | 2026-06-30 | → |
| 72 | PARNASSUS INVESTMENTS, LLC | SAN FRANCISCO | 316904 | $41.09B | 87 | 2026-03-31 | → |
| 73 | EP WEALTH ADVISORS, LLC. | TORRANCE | 111147 | $45.15B | 618 | 2026-04-30 | → |
| 74 | AEQUIM ALTERNATIVE INVESTMENTS LP | MILL VALLEY | 293127 | $8.25B | 11 | 2026-03-31 | → |
| 75 | GLOBEFLEX CAPITAL LP | SAN DIEGO | 106417 | $4.60B | 26 | 2026-03-31 | → |
| 76 | VOLEON CAPITAL MANAGEMENT LP | BERKELEY | 147443 | $29.38B | 158 | 2026-05-31 | → |
| 77 | MCMORGAN & COMPANY LLC | SAN FRANCISCO | 115060 | $7.61B | 26 | 2026-03-31 | → |
| 78 | STRATEGIC GLOBAL ADVISORS, LLC | NEWPORT BEACH | 286019 | $3.03B | 19 | 2026-03-31 | → |
| 79 | ONE CAPITAL MANAGEMENT, LLC | WESTLAKE VILLAGE | 114861 | $8.53B | 103 | 2026-06-30 | → |
| 80 | NASSAU CORAMERICA LLC | EL SEGUNDO | 334332 | $3.22B | 6 | 2026-03-31 | → |
| 81 | FLEXPATH STRATEGIES LLC | ALISO VIEJO | 174306 | $2.91B | 5 | 2026-06-30 | → |
| 82 | ANGELES INVESTMENT ADVISORS, LLC. | SANTA MONICA | 110213 | $7.27B | 28 | 2026-03-31 | → |
| 83 | BAKER STREET ADVISORS, LLC | SAN FRANCISCO | 128066 | $20.77B | 63 | 2026-03-31 | → |
| 84 | RAUB BROCK CAPITAL MANAGEMENT, LP | LARKSPUR | 153994 | $2.93B | 9 | 2026-03-31 | → |
| 85 | R SQUARED BM LLC | EL SEGUNDO | 308920 | $3.35B | 15 | 2026-03-31 | → |
| 86 | SOFINNOVA INVESTMENTS, INC. | MENLO PARK | 160297 | $5.37B | 41 | 2026-03-31 | → |
| 87 | DALTON INVESTMENTS, INC. | EL SEGUNDO | 308609 | $5.72B | 46 | 2026-03-31 | → |
| 88 | URBAN INVESTMENT ADVISORS, INC., | MILL VALLEY | 222524 | $2.45B | 3 | 2026-06-30 | → |
| 89 | FULLER & THALER ASSET MANAGEMENT INC | SAN MATEO | 107033 | $30.25B | 30 | 2026-03-31 | → |
| 90 | IPG INVESTMENT ADVISORS, LLC | SAN DIEGO | 152990 | $4.14B | 39 | 2026-03-31 | → |
| 91 | FOCUSED INVESTORS LLC | LOS ANGELES | 140010 | $3.29B | 4 | 2026-03-31 | → |
| 92 | PERIGON WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 131037 | $11.29B | 159 | 2026-06-30 | → |
| 93 | GENERATION INVESTMENT MANAGEMENT US LLP | SAN FRANCISCO | 132728 | $10.54B | 27 | 2026-05-31 | → |
| 94 | EVOKE WEALTH, LLC | LOS ANGELES | 300856 | $17.29B | 96 | 2026-04-30 | → |
| 95 | FARTHER FINANCE ADVISORS, LLC | SAN FRANCISCO | 302050 | $16.01B | 571 | 2026-03-31 | → |
| 96 | SCHARF INVESTMENTS, LLC | LOS GATOS | 105508 | $4.21B | 23 | 2026-03-31 | → |
| 97 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 98 | ADVISOR PARTNERS II, LLC | WALNUT CREEK | 321633 | $13.91B | 26 | 2026-03-31 | → |
| 99 | MENLO EQUITIES V LLC | MENLO PARK | 162139 | $4.69B | 52 | 2026-05-31 | → |
| 100 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 289977 | $8.76B | 118 | 2026-04-30 | → |
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