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 | |
|---|---|---|---|---|---|---|---|
| 201 | CORNERSTONE CAPITAL, INC. | PALO ALTO | 105396 | $1.36B | 5 | 2026-03-31 | → |
| 202 | BROADSHORE CAPITAL PARTNERS, LLC | LOS ANGELES | 119200 | $981.6M | 16 | 2026-03-31 | → |
| 203 | CORVUS WEALTH ADVISORS LLC | TEMPLETON | 311261 | $1.08B | 19 | 2026-03-31 | → |
| 204 | BANYAN ALPHA INVESTMENT L.P. | SOUTH SAN FRANCISCO | 311857 | $751.9M | 5 | 2026-03-31 | → |
| 205 | GAVILAN INVESTMENT PARTNERS LLC | BURLINGAME | 311134 | $514.7M | 2 | 2026-05-31 | → |
| 206 | TRI-AD CAPITAL MANAGEMENT I, LLC | ESCONDIDO | 324364 | $619.0M | 1 | 2026-03-31 | → |
| 207 | STEELPEAK WEALTH, LLC | WOODLAND HILLS | 165168 | $4.15B | 84 | 2026-03-31 | → |
| 208 | KAYE CAPITAL MANAGEMENT | EL SEGUNDO | 109329 | $743.2M | 6 | 2025-02-28 | → |
| 209 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | SARATOGA | 110506 | $2.51B | 21 | 2026-04-30 | → |
| 210 | G.W. SHERWOLD ASSOCIATES, INC. | LAKE FOREST | 42186 | $572.4M | 3 | 2026-02-28 | → |
| 211 | NICHOLAS INVESTMENT PARTNERS, L.P. | SAN DIEGO | 140159 | $1.45B | 12 | 2026-03-31 | → |
| 212 | CAPITAL PLANNING ADVISORS LLC | ROSEVILLE | 170266 | $1.50B | 10 | 2026-03-31 | → |
| 213 | ABACUS WEALTH PARTNERS, LLC | SANTA MONICA | 128590 | $3.58B | 65 | 2026-05-31 | → |
| 214 | CYPRESS POINT INVESTMENT MANAGEMENT LP | MILL VALLEY | 316549 | $512.4M | 4 | 2026-03-31 | → |
| 215 | MCDONALD CAPITAL INVESTORS INC | ORINDA | 105562 | $1.86B | 5 | 2026-03-31 | → |
| 216 | DRC INVESTMENT ADVISORS, LLC | SANTA MONICA | 332680 | $391.0M | 4 | 2026-01-31 | → |
| 217 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 218 | ORSO PARTNERS, LP | SOUTH SAN FRANCISCO | 304196 | $387.5M | 3 | 2026-03-31 | → |
| 219 | J.DEREK LEWIS & ASSOCIATES, INC. | NEWPORT BEACH | 122307 | $2.28B | 10 | 2026-05-31 | → |
| 220 | CA FAMILY WEALTH LLC | BEVERLY HILLS | 285229 | $933.0M | 5 | 2025-03-31 | → |
| 221 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | LOS GATOS | 159641 | $18.52B | 38 | 2026-03-31 | → |
| 222 | LM ADVISORS LLC | SAN DIEGO | 153940 | $2.88B | 22 | 2026-03-31 | → |
| 223 | STATHEROS FINANCIAL SOLUTIONS, INC. | EL DORADO HILLS | 306217 | $926.2M | 15 | 2026-06-30 | → |
| 224 | SOLSTEIN CAPITAL, LLC | MENLO PARK | 157888 | $801.8M | 6 | 2026-03-31 | → |
| 225 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 226 | LION CAPITAL (AMERICAS) INC. | LOS ANGELES | 160574 | $361.6M | 1 | 2025-05-31 | → |
| 227 | O'NEIL GLOBAL ADVISORS, INC. | LOS ANGELES | 308150 | $401.9M | 40 | 2026-05-31 | → |
| 228 | REGENCY INVESTMENT ADVISORS INC | FRESNO | 106990 | $1.14B | 15 | 2026-03-31 | → |
| 229 | PRIVATE MANAGEMENT GROUP INC | IRVINE | 104707 | $4.90B | 21 | 2026-04-30 | → |
| 230 | STOCKBRIDGE CAPITAL GROUP, LLC | SAN FRANCISCO | 149002 | $21.55B | 183 | 2026-06-30 | → |
| 231 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LARKSPUR | 107611 | $2.68B | 28 | 2025-04-30 | → |
| 232 | ANGELES WEALTH MANAGEMENT, LLC | SANTA MONICA | 159952 | $2.81B | 17 | 2026-03-31 | → |
| 233 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 234 | CHELSEA COUNSEL COMPANY | WOODLAND HILLS | 110399 | $517.0M | 7 | 2026-06-30 | → |
| 235 | PASADENA PRIVATE WEALTH, LLC | PASADENA | 295178 | $1.62B | 19 | 2026-05-31 | → |
| 236 | WHITTIER ADVISORS, LLC | NEWPORT BEACH | 318024 | $1.89B | 7 | 2026-05-31 | → |
| 237 | NEST EGG ETFS, LLC | DOWNEY | 332971 | $517.3M | 3 | 2026-03-31 | → |
| 238 | DE GROOTE FINANCIAL GROUP, LLC | THOUSAND OAKS | 168178 | $1.22B | 9 | 2026-05-31 | → |
| 239 | BELAY INVESTMENT GROUP, LLC | SHERMAN OAKS | 281985 | $427.5M | 16 | 2026-04-30 | → |
| 240 | RBC SECURITIES, INC. | LOS ANGELES | 103705 | $1.52B | 186 | 2026-05-31 | → |
| 241 | SEABIRD FINANCIAL CORPORATION | SAN DIEGO | 284125 | $419.1M | 6 | 2026-04-30 | → |
| 242 | LINEPOINT PARTNERS & CO., LLC | LOS ANGELES | 332598 | $572.1M | 8 | 2026-03-31 | → |
| 243 | HOLLENCREST CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 46217 | $2.87B | 19 | 2026-06-30 | → |
| 244 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | LOS GATOS | 111436 | $535.7M | 17 | 2026-04-30 | → |
| 245 | AMI ASSET MANAGEMENT CORP | LOS ANGELES | 110291 | $1.93B | 13 | 2025-11-30 | → |
| 246 | FERMATA ADVISORS, LLC | SONOMA | 305614 | $1.01B | 26 | 2026-06-30 | → |
| 247 | MONOGRAPH WEALTH ADVISORS, LLC | MANHATTAN BEACH | 173949 | $3.25B | 20 | 2026-03-31 | → |
| 248 | TRAN CAPITAL MANAGEMENT, L.P. | SAN RAFAEL | 107049 | $890.3M | 7 | 2026-02-28 | → |
| 249 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 250 | GOBI CAPITAL LLC | BEVERLY HILLS | 151427 | $2.69B | 4 | 2026-03-31 | → |
| 251 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 252 | JSF FINANCIAL, LLC | LOS ANGELES | 114025 | $1.97B | 27 | 2026-03-31 | → |
| 253 | WEALTHFRONT ADVISERS LLC | PALO ALTO | 148456 | $47.73B | 432 | 2026-05-31 | → |
| 254 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | GREENBRAE | 108102 | $2.03B | 17 | 2026-03-31 | → |
| 255 | COHEN CAPITAL MANAGEMENT INC | CORTE MADERA | 107903 | $1.00B | 7 | 2026-03-31 | → |
| 256 | PROVENIO CAPITAL MANAGEMENT LLC | NEWPORT BEACH | 333009 | $1.63B | 11 | 2026-03-31 | → |
| 257 | MOZAIC, LLC | BEVERLY HILLS | 145777 | $3.64B | 14 | 2026-03-31 | → |
| 258 | MORTON CAPITAL MANAGEMENT, LLC | CALABASAS | 141250 | $3.47B | 58 | 2026-05-31 | → |
| 259 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 260 | SELECT MONEY MANAGEMENT, INC. | LOS ANGELES | 153256 | $1.80B | 8 | 2026-03-31 | → |
| 261 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 262 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 263 | OAKMONT CORPORATION | LOS ANGELES | 112337 | $2.22B | 35 | 2026-03-31 | → |
| 264 | SIERRA OCEAN, LLC | RIPON | 313829 | $544.6M | 3 | 2026-03-31 | → |
| 265 | WEDBUSH SECURITIES INC. | PASADENA | 877 | $5.68B | 897 | 2026-04-30 | → |
| 266 | PALISADES INVESTMENT PARTNERS, LLC | EL SEGUNDO | 128173 | $271.0M | 3 | 2026-02-28 | → |
| 267 | TILLER PARTNERS, LLC | BEVERLY HILLS | 170429 | $261.5M | 1 | 2026-03-31 | → |
| 268 | FINANCIAL FOCUS LLC | CARLSBAD | 282177 | $800.0M | 8 | 2026-01-31 | → |
| 269 | VALIDUS GROWTH INVESTORS, LLC | IRVINE | 166575 | $352.9M | 4 | 2026-06-30 | → |
| 270 | TENNENBAUM CAPITAL PARTNERS, LLC | SANTA MONICA | 113203 | $3.16B | 10 | 2026-06-30 | → |
| 271 | IFC ADVISORS LLC | LOS ANGELES | 332157 | $2.34B | 18 | 2026-03-31 | → |
| 272 | MESA WEST CAPITAL, LLC | LOS ANGELES | 158959 | $8.70B | 50 | 2026-05-31 | → |
| 273 | ALLOCATE MANAGEMENT COMPANY, LLC | PALO ALTO | 316814 | $3.00B | 16 | 2026-03-31 | → |
| 274 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 275 | PAN GLOBAL ADVISERS, LLC | NEWPORT BEACH | 301863 | $270.5M | 3 | 2026-03-31 | → |
| 276 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 277 | SILVER COAST INVESTMENTS LLC | SAN DIEGO | 167771 | $401.6M | 32 | 2026-03-31 | → |
| 278 | SAYBROOK FUND ADVISORS, LLC | SANTA MONICA | 158634 | $461.2M | 11 | 2026-03-31 | → |
| 279 | L & S ADVISORS, INC | LOS ANGELES | 140923 | $1.16B | 15 | 2026-06-30 | → |
| 280 | IEQ CAPITAL, LLC | FOSTER CITY | 301819 | $56.77B | 266 | 2026-06-30 | → |
| 281 | MISSION WEALTH MANAGEMENT, LP | SANTA BARBARA | 113057 | $13.91B | 184 | 2026-04-30 | → |
| 282 | WESTERN INTERNATIONAL SECURITIES, INC. | PASADENA | 39262 | $3.51B | 407 | 2025-06-30 | → |
| 283 | ROW ASSET MANAGEMENT, LLC | NEWPORT BEACH | 168336 | $2.55B | 20 | 2026-03-31 | → |
| 284 | CATALINA CAPITAL GROUP, LLC | TORRANCE | 172556 | $616.3M | 3 | 2026-02-28 | → |
| 285 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | FOSTER CITY | 299402 | $1.70B | 19 | 2026-03-31 | → |
| 286 | ELECTRIC CAPITAL PARTNERS, LLC | PALO ALTO | 296943 | $2.88B | 30 | 2026-03-31 | → |
| 287 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 288 | PURUS WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 174490 | $658.1M | 12 | 2026-03-31 | → |
| 289 | COASTEDGE PARTNERS, LLC | SAN DIEGO | 149685 | $2.14B | 16 | 2026-03-31 | → |
| 290 | CONGRUENCE CAPITAL, LLC | LOS ANGELES | 328559 | $333.5M | 4 | 2026-04-30 | → |
| 291 | REGATTA CAPITAL GROUP, LLC | EL SEGUNDO | 145363 | $1.55B | 18 | 2026-03-31 | → |
| 292 | TREND TRADE PRO, LLC | PASADENA | 328383 | $298.3M | 1 | 2026-03-31 | → |
| 293 | CRANE ADVISORY LLC | FULLERTON | 314432 | $934.6M | 12 | 2026-02-28 | → |
| 294 | PREMIER FINANCIAL GROUP INC | EUREKA | 107314 | $819.9M | 17 | 2026-03-31 | → |
| 295 | REMY INVESTORS & CONSULTANTS, LLC | LOS ANGELES | 326958 | $887.6M | 6 | 2026-05-31 | → |
| 296 | STOLPER & COMPANY | SAN DIEGO | 6911 | $615.7M | 2 | 2026-01-31 | → |
| 297 | COOPER FINANCIAL GROUP | IRVINE | 111458 | $2.85B | 53 | 2026-06-30 | → |
| 298 | SLWA, LLC | SAN LUIS OBISPO | 309506 | $760.0M | 6 | 2026-03-31 | → |
| 299 | VAN HULZEN ASSET MANAGEMENT, LLC | EL DORADO HILLS | 116632 | $2.14B | 21 | 2026-03-31 | → |
| 300 | LAZARI CAPITAL MANAGEMENT, INC. | BURBANK | 172932 | $691.1M | 14 | 2026-05-31 | → |
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