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 | |
|---|---|---|---|---|---|---|---|
| 101 | JORDAN PARK GROUP LLC | SAN FRANCISCO | 287755 | $23.26B | 153 | 2026-06-30 | → |
| 102 | CLIFFWATER LLC | MARINA DEL REY | 132167 | $48.51B | 213 | 2026-05-31 | → |
| 103 | TEAM HEWINS, LLC | FOSTER CITY | 291194 | $3.97B | 29 | 2026-04-30 | → |
| 104 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 105 | ANFIELD CAPITAL MANAGEMENT, LLC | IRVINE | 165211 | $2.16B | 10 | 2026-03-31 | → |
| 106 | BERKELEY PARTNERS MANAGEMENT, LLC | OAKLAND | 284163 | $3.06B | 57 | 2026-06-30 | → |
| 107 | BAILARD, INC. | FOSTER CITY | 110550 | $7.56B | 83 | 2026-05-31 | → |
| 108 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | 105247 | $4.28T | 128 | 2026-05-31 | → |
| 109 | STEPSTONE GROUP REAL ESTATE LP | LA JOLLA | 281698 | $17.21B | 117 | 2026-06-30 | → |
| 110 | KBS REALTY ADVISORS, LLC | NEWPORT BEACH | 119662 | $2.72B | 75 | 2026-03-31 | → |
| 111 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 112 | METIS GLOBAL PARTNERS, LLC | SAN DIEGO | 167276 | $5.67B | 11 | 2026-05-31 | → |
| 113 | ALLWORTH FINANCIAL, L.P. | FOLSOM | 111167 | $33.55B | 493 | 2026-03-31 | → |
| 114 | METZLER-PAYDEN, LLC | LOS ANGELES | 108870 | $1.26B | 187 | 2026-03-31 | → |
| 115 | SSI INVESTMENT MANAGEMENT LLC | LOS ANGELES | 104889 | $2.55B | 25 | 2026-03-31 | → |
| 116 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 117 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | MARINA DEL REY | 148128 | $1.28B | 15 | 2026-04-30 | → |
| 118 | ADELANTE CAPITAL MANAGEMENT LLC | ALAMEDA | 107382 | $1.49B | 10 | 2026-03-31 | → |
| 119 | NEUMEIER POMA INVESTMENT COUNSEL LLC | CARMEL | 110672 | $1.37B | 11 | 2026-05-31 | → |
| 120 | DIVCO WEST REAL ESTATE SERVICES, LLC | SAN FRANCISCO | 156762 | $16.30B | 215 | 2026-03-31 | → |
| 121 | FIRST FOUNDATION ADVISORS | IRVINE | 106075 | $5.06B | 53 | 2026-06-30 | → |
| 122 | CS CAPITAL MANAGEMENT INC | EL SEGUNDO | 106492 | $1.09B | 7 | 2026-05-31 | → |
| 123 | ICG ADVISORS, LLC | LOS ANGELES | 148066 | $7.92B | 26 | 2026-05-31 | → |
| 124 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 125 | THE INFORMED MOMENTUM COMPANY LLC | SOLANA BEACH | 144908 | $1.49B | 22 | 2026-03-31 | → |
| 126 | AFFINITY INVESTMENT ADVISORS, LLC | NEWPORT BEACH | 108278 | $1.16B | 6 | 2026-03-31 | → |
| 127 | WESPAC ADVISORS, LLC | ORINDA | 148242 | $1.21B | 10 | 2026-04-30 | → |
| 128 | ASPIRIANT, LLC | LOS ANGELES | 146720 | $18.05B | 218 | 2026-05-31 | → |
| 129 | NEWFRONT RETIREMENT SERVICES, INC. | SAN MATEO | 167641 | $1.04B | 31 | 2026-06-30 | → |
| 130 | ARENA CAPITAL ADVISORS LLC | LOS ANGELES | 170313 | $5.33B | 26 | 2026-05-31 | → |
| 131 | PARALLEL ADVISORS, LLC | SAN FRANCISCO | 140800 | $10.31B | 137 | 2026-06-30 | → |
| 132 | 3(38) INVESTMENT FIDUCIARIES INC. | SIMI VALLEY | 298053 | $1.04B | 2 | 2026-06-30 | → |
| 133 | PRUDENT INVESTOR ADVISORS, LLC | FOLSOM | 121922 | $1.30B | 4 | 2026-03-31 | → |
| 134 | RIMROCK CAPITAL MANAGEMENT LLC | IRVINE | 120410 | $3.85B | 26 | 2026-04-30 | → |
| 135 | AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD | 164081 | $8.88B | 72 | 2026-03-31 | → |
| 136 | DENALI ADVISORS, LLC | SAN DIEGO | 110242 | $1.39B | 14 | 2026-03-31 | → |
| 137 | CHECCHI CAPITAL ADVISERS, LLC | BEVERLY HILLS | 143478 | $2.59B | 29 | 2026-03-31 | → |
| 138 | JOCELYN INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 323831 | $1.01B | 2 | 2026-03-31 | → |
| 139 | FOCUS INVESTMENT ADVISORS, INC | SOLANA BEACH | 109970 | $956.2M | 7 | 2026-03-31 | → |
| 140 | PLANMEMBER SECURITIES CORPORATION | CARPINTERIA | 11869 | $10.12B | 429 | 2026-03-31 | → |
| 141 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2026-06-30 | → |
| 142 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | LOS ANGELES | 108163 | $22.54B | 241 | 2026-03-31 | → |
| 143 | FIRST PACIFIC ADVISORS, LP | EL SEGUNDO | 141823 | $32.00B | 73 | 2026-03-31 | → |
| 144 | FIRST LIGHT RETIREMENT, LLC | DEL MAR | 314509 | $843.7M | 2 | 2026-03-31 | → |
| 145 | TDA, INC. | SAN MATEO | 112016 | $969.3M | 22 | 2025-12-31 | → |
| 146 | COMPOSITION WEALTH, LLC | LOS ANGELES | 143483 | $9.47B | 128 | 2026-03-31 | → |
| 147 | FLAHERTY & CRUMRINE INCORPORATED | PASADENA | 105499 | $4.15B | 14 | 2026-03-31 | → |
| 148 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 149 | SILVER ROCK FINANCIAL LP | LOS ANGELES | 283335 | $5.38B | 31 | 2026-03-31 | → |
| 150 | FIRST TURN MANAGEMENT, LLC | SOLANA BEACH | 327421 | $900.1M | 4 | 2026-03-31 | → |
| 151 | RICE HALL JAMES & ASSOCIATES LLC | SAN DIEGO | 125410 | $1.74B | 23 | 2026-05-31 | → |
| 152 | BOFCAL ASSET MANAGEMENT INC. | MENLO PARK | 166828 | $797.6M | 5 | 2025-03-31 | → |
| 153 | MONARCH PLAN ADVISORS | SIMI VALLEY | 286612 | $792.6M | 5 | 2026-06-30 | → |
| 154 | GRANITE INVESTMENT PARTNERS, LLC | EL SEGUNDO | 150632 | $1.84B | 20 | 2026-03-31 | → |
| 155 | MSA ADVISORS, LLC | SANTA MONICA | 305170 | $9.65B | 34 | 2026-03-31 | → |
| 156 | SAND HILL GLOBAL ADVISORS, LLC | PALO ALTO | 111295 | $4.39B | 33 | 2026-03-31 | → |
| 157 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 158 | ALTIMETER CAPITAL MANAGEMENT, LP | MENLO PARK | 160017 | $18.75B | 35 | 2026-03-31 | → |
| 159 | TCW INVESTMENT MANAGEMENT COMPANY LLC | LOS ANGELES | 106546 | $38.82B | 405 | 2026-05-31 | → |
| 160 | PACIFIC INCOME ADVISERS INC | EL SEGUNDO | 104719 | $2.25B | 14 | 2026-06-30 | → |
| 161 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | LOS ANGELES | 159050 | $32.48B | 412 | 2026-05-31 | → |
| 162 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | PASADENA | 108033 | $4.48B | 40 | 2026-02-28 | → |
| 163 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 164 | EARNED WEALTH ADVISORS, LLC | WALNUT CREEK | 108052 | $3.11B | 35 | 2026-03-31 | → |
| 165 | NIPUN CAPITAL, L.P. | FOSTER CITY | 159752 | $2.03B | 18 | 2026-03-31 | → |
| 166 | KCM INVESTMENT ADVISORS, LLC | GREENBRAE | 109629 | $6.02B | 20 | 2026-03-31 | → |
| 167 | INDEX FUND ADVISORS, INC. | IRVINE | 109143 | $5.93B | 50 | 2026-03-31 | → |
| 168 | POPLAR FOREST CAPITAL LLC | PASADENA | 145250 | $1.28B | 10 | 2025-03-31 | → |
| 169 | MAKENA CAPITAL MANAGEMENT, LLC | MENLO PARK | 156855 | $24.28B | 77 | 2026-03-31 | → |
| 170 | MAR VISTA INVESTMENT PARTNERS, LLC | LOS ANGELES | 144906 | $1.12B | 19 | 2026-03-31 | → |
| 171 | IRRADIANT PARTNERS, LP | SANTA MONICA | 315416 | $13.03B | 45 | 2025-04-30 | → |
| 172 | WINDWARD CAPITAL MANAGEMENT CO | LOS ANGELES | 106908 | $1.86B | 7 | 2026-06-30 | → |
| 173 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 174 | INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO | 7717 | $12.93B | 624 | 2026-03-31 | → |
| 175 | SLOW CAPITAL, INC. | GREENBRAE | 286688 | $953.3M | 4 | 2026-02-28 | → |
| 176 | PHOCAS FINANCIAL CORPORATION | ALAMEDA | 135470 | $682.7M | 10 | 2026-05-31 | → |
| 177 | TOWNELEY CAPITAL MANAGEMENT, INC. | LAGUNA HILLS | 169863 | $1.09B | 12 | 2026-04-30 | → |
| 178 | FINANCIAL MANAGEMENT NETWORK INC | MISSION VIEJO | 110454 | $2.14B | 50 | 2025-12-31 | → |
| 179 | RNC CAPITAL MANAGEMENT LLC | LOS ANGELES | 108618 | $5.10B | 63 | 2026-04-30 | → |
| 180 | AGRIGLOBE LAND ADVISORS, LLC | FRESNO | 337868 | $602.2M | 4 | 2026-03-31 | → |
| 181 | FOREST ROAD ASSET MANAGEMENT LLC | LOS ANGELES | 315600 | $1.16B | 15 | 2026-06-30 | → |
| 182 | TRILOGY CAPITAL, INC. | IRVINE | 281597 | $3.21B | 74 | 2026-06-30 | → |
| 183 | CHURCHILL MANAGEMENT CORP | LOS ANGELES | 109651 | $10.08B | 55 | 2025-07-31 | → |
| 184 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | LOS ANGELES | 310510 | $2.56B | 12 | 2026-03-31 | → |
| 185 | TORREYANA CAPITAL, LLC | LA JOLLA | 329075 | $837.4M | 10 | 2026-06-30 | → |
| 186 | CAPITAL BANK AND TRUST COMPANY | IRVINE | 170017 | $139.29B | 121 | 2026-05-31 | → |
| 187 | JACKSON SQUARE PARTNERS, LLC | LARKSPUR | 170064 | $995.1M | 4 | 2025-03-31 | → |
| 188 | RELEVANT WEALTH ADVISORS, LLC | MILL VALLEY | 1489 | $799.0M | 4 | 2026-03-31 | → |
| 189 | FRONTIER GLOBAL PARTNERS LLC | LA JOLLA | 145341 | $713.1M | 10 | 2026-02-28 | → |
| 190 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | LONG BEACH | 105515 | $4.20B | 52 | 2026-03-31 | → |
| 191 | VERIS WEALTH PARTNERS, LLC | OAKLAND | 143588 | $2.86B | 31 | 2026-03-31 | → |
| 192 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 193 | WESTMOUNT PARTNERS, LLC | LOS ANGELES | 158857 | $5.94B | 39 | 2026-05-31 | → |
| 194 | GLP CAPITAL PARTNERS, INC. | SANTA MONICA | 304917 | $9.42B | 160 | 2025-03-31 | → |
| 195 | RETIREMENT WELLNESS GROUP LLC | PASADENA | 297255 | $526.6M | 2 | 2026-03-31 | → |
| 196 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | ALISO VIEJO | 288129 | $524.1M | 3 | 2026-03-31 | → |
| 197 | GIFFORD FONG ASSOCIATES | LAFAYETTE | 142917 | $517.0M | 10 | 2026-03-31 | → |
| 198 | IBN ASSET MANAGEMENT, LLC | THOUSAND OAKS | 290114 | $508.2M | 6 | 2026-03-31 | → |
| 199 | FINDEC WEALTH SERVICES, INC. | STOCKTON | 311949 | $627.9M | 5 | 2026-03-31 | → |
| 200 | GUARDIAN FINANCIAL PARTNERS, LLC | ORANGE | 287652 | $911.9M | 4 | 2026-02-28 | → |
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