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 | |
|---|---|---|---|---|---|---|---|
| 401 | SPECTRUM ASSET MANAGEMENT INC | NEWPORT BEACH | 111007 | $657.3M | 12 | 2026-03-31 | → |
| 402 | AR ASSET MANAGEMENT, INC. | WEST HOLLYWOOD | 110342 | $602.6M | 4 | 2025-09-30 | → |
| 403 | VALLEY WEALTH STRATEGIES, LLC | LODI | 289737 | $1.45B | 59 | 2026-06-30 | → |
| 404 | WILSEY ASSET MANAGEMENT INCORPORATED | SAN DIEGO | 130482 | $768.5M | 9 | 2026-03-31 | → |
| 405 | NAVIGATION GROUP LLC | REDWOOD SHORES | 130982 | $1.01B | 6 | 2026-03-31 | → |
| 406 | SPYGLASS CAPITAL MANAGEMENT, LLC | GREENBRAE | 281266 | $2.02B | 11 | 2026-06-30 | → |
| 407 | APS MANAGEMENT GROUP, INC. | TORRANCE | 284697 | $217.4M | 6 | 2026-03-31 | → |
| 408 | BOYD WEALTH MANAGEMENT, LLC | SACRAMENTO | 293990 | $409.8M | 6 | 2026-03-31 | → |
| 409 | CHICO WEALTH RIA, INC. | CHICO | 162562 | $492.0M | 4 | 2026-03-31 | → |
| 410 | SFE INVESTMENT COUNSEL INC. | LOS ANGELES | 145530 | $748.4M | 14 | 2025-12-31 | → |
| 411 | ARLINGTON FINANCIAL ADVISORS, LLC | SANTA BARBARA | 283288 | $1.24B | 16 | 2026-02-28 | → |
| 412 | WWM ADVISORY INC. | CULVER CITY | 133611 | $280.1M | 2 | 2026-03-31 | → |
| 413 | HERITAGE WEALTH MANAGEMENT, INC. | SAN DIEGO | 316956 | $643.4M | 13 | 2026-06-30 | → |
| 414 | PORTICO WEALTH ADVISORS, LLC | LARKSPUR | 151794 | $264.0M | 4 | 2025-03-31 | → |
| 415 | PORTFOLIO DESIGN LABS, LLC | ENCINO | 318127 | $624.9M | 5 | 2026-05-31 | → |
| 416 | TATE WEALTH MANAGEMENT | SACRAMENTO | 120938 | $293.4M | 4 | 2026-04-30 | → |
| 417 | JOEL R. MOGY INVESTMENT COUNSEL INC. | BEVERLY HILLS | 111622 | $2.18B | 9 | 2026-03-31 | → |
| 418 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 419 | CORE FINANCIAL PARTNERS INC. | EL SEGUNDO | 155205 | $301.7M | 5 | 2026-03-31 | → |
| 420 | BERNZOTT CAPITAL ADVISORS | CAMARILLO | 104583 | $265.4M | 3 | 2026-04-30 | → |
| 421 | HOERTKORN RICHARD CHARLES | KENTFIELD | 104649 | $282.5M | 2 | 2026-02-28 | → |
| 422 | FALCON WEALTH PLANNING, INC. | ONTARIO | 174092 | $1.92B | 42 | 2026-06-30 | → |
| 423 | EAGLE WEALTH MANAGEMENT GROUP INC. | VALENCIA | 327052 | $417.5M | 8 | 2026-04-30 | → |
| 424 | CYPRESS WEALTH SERVICES, LLC | PALM DESERT | 288992 | $1.34B | 21 | 2026-02-28 | → |
| 425 | SELBY WEALTH MANAGEMENT, LLC | EMERYVILLE | 334084 | $544.8M | 4 | 2026-02-28 | → |
| 426 | DLK INVESTMENT MANAGEMENT | SOLANA BEACH | 149096 | $524.0M | 5 | 2026-03-31 | → |
| 427 | OLIVEIRA WEALTH, LLC | MODESTO | 315326 | $332.4M | 4 | 2026-06-30 | → |
| 428 | ACCRETIVE WEALTH MANAGEMENT, LLC | SAN RAMON | 164341 | $290.7M | 4 | 2026-06-30 | → |
| 429 | BELL INVESTMENT ADVISORS INC | ORINDA | 108383 | $787.6M | 14 | 2026-06-30 | → |
| 430 | PREMIER WEALTH ADVISORS, LLC | SAN DIEGO | 285510 | $694.9M | 6 | 2026-02-28 | → |
| 431 | ARISTOTLE CREDIT PARTNERS, LLC | LOS ANGELES | 169959 | $81.1M | 2 | 2025-10-31 | → |
| 432 | NAVALIGN, LLC | ENCINO | 119919 | $731.9M | 10 | 2026-04-30 | → |
| 433 | THE INVESTMENT HOUSE LLC | REDONDO BEACH | 163493 | $2.20B | 11 | 2026-03-31 | → |
| 434 | OLD WEST INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 148343 | $915.7M | 8 | 2026-03-31 | → |
| 435 | HARRINGTON INVESTMENTS, INCORPORATED | NAPA | 110790 | $355.2M | 5 | 2025-09-30 | → |
| 436 | WARREN STREET WEALTH ADVISORS, LLC | IRVINE | 173447 | $656.1M | 10 | 2026-03-31 | → |
| 437 | O'BOYLE WEALTH MANAGEMENT, INC. | BEVERLY HILLS | 292849 | $443.9M | 5 | 2026-03-31 | → |
| 438 | CLARITY CAPITAL PARTNERS LLC | NEWPORT BEACH | 129898 | $437.7M | 7 | 2025-07-31 | → |
| 439 | ZEPHYR INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 166303 | $242.8M | 6 | 2026-03-31 | → |
| 440 | FINEC ASSET MANAGEMENT LLC | SAN DIEGO | 231789 | $157.0M | 6 | 2026-03-31 | → |
| 441 | TOPTURN CAPITAL, LLC | CARMEL | 151464 | $187.4M | 5 | 2026-03-31 | → |
| 442 | SAM ADVISORS, LLC | OAKHURST | 108685 | $462.3M | 3 | 2026-02-28 | → |
| 443 | CRUX WEALTH ADVISORS | LONG BEACH | 330731 | $547.7M | 14 | 2026-05-31 | → |
| 444 | GOLDENSTONE WEALTH MANAGEMENT, LLC | EL DORADO HILLS | 310041 | $238.3M | 2 | 2026-02-28 | → |
| 445 | CANDIDE GROUP, LLC | OAKLAND | 286086 | $123.6M | 13 | 2026-03-31 | → |
| 446 | AUDENT GLOBAL ASSET MANAGEMENT, LLC | WEST HOLLYWOOD | 308166 | $452.3M | 7 | 2026-03-31 | → |
| 447 | JASON A PRATTES FINANCIAL INC | NEWPORT BEACH | 298746 | $243.6M | 5 | 2026-04-30 | → |
| 448 | GUARDIAN INVESTMENT MANAGEMENT, LLC | TIBURON | 104935 | $310.3M | 0 | 2026-03-31 | → |
| 449 | ATLAS LEGACY ADVISORS LLC | LOS ANGELES | 329888 | $715.0M | 5 | 2026-03-31 | → |
| 450 | PROSSER CREEK ASSET MANAGEMENT LLC | CORTE MADERA | 318883 | $266.7M | 1 | 2026-03-31 | → |
| 451 | CLEARWAVE CAPITAL, LLC | UPLAND | 337738 | $359.2M | 3 | 2026-03-31 | → |
| 452 | JET WEALTH ADVISORS | LA JOLLA | 333645 | $546.5M | 8 | 2026-06-30 | → |
| 453 | PACIFIC POINT ADVISORS, LLC | SAN DIEGO | 310731 | $389.6M | 9 | 2026-03-31 | → |
| 454 | WEST COAST FINANCIAL, LLC | SANTA BARBARA | 104677 | $1.84B | 42 | 2025-03-31 | → |
| 455 | RCM ROBINSON CAPITAL MANAGEMENT LLC | SACRAMENTO | 112814 | $61.8M | 1 | 2026-03-31 | → |
| 456 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 457 | ALTAMONT WEALTH MANAGEMENT, INC. | LIVERMORE | 136031 | $182.9M | 3 | 2026-03-31 | → |
| 458 | LIBERTY WEALTH MANAGEMENT, LLC | OAKLAND | 286001 | $1.73B | 43 | 2026-05-31 | → |
| 459 | MIRADOR CAPITAL PARTNERS, LP | PLEASANTON | 173764 | $1.01B | 15 | 2026-06-30 | → |
| 460 | STAMOS CAPITAL PARTNERS, L.P. | MENLO PARK | 134660 | $7.64B | 31 | 2026-03-31 | → |
| 461 | PLANNED ASSET MANAGEMENT, LLC | CALABASAS | 105986 | $385.3M | 6 | 2025-03-31 | → |
| 462 | WEATHERLY ASSET MANAGEMENT LP | DEL MAR | 106935 | $1.68B | 16 | 2026-02-28 | → |
| 463 | ADERO PARTNERS, LLC | WALNUT CREEK | 297808 | $4.38B | 50 | 2025-04-30 | → |
| 464 | LUCAS GROUP FINANCIAL PLANNERS, INC. | SACRAMENTO | 130163 | $456.5M | 6 | 2026-01-31 | → |
| 465 | TELOS CAPITAL MANAGEMENT, INC. | SAN DIEGO | 149108 | $1.63B | 19 | 2026-05-31 | → |
| 466 | COVE STREET CAPITAL, LLC | HERMOSA BEACH | 156260 | $93.8M | 2 | 2026-03-31 | → |
| 467 | AIRE ADVISORS, LLC | BEVERLY HILLS | 307450 | $1.01B | 9 | 2026-06-30 | → |
| 468 | CASTLE COAST WEALTH, LLC | LA JOLLA | 298439 | $423.7M | 6 | 2026-04-30 | → |
| 469 | FOX, ROGER BENNETT | ENCINO | 129367 | $106.4M | 2 | 2026-05-31 | → |
| 470 | OLIVE STREET CAPITAL PARTNERS LLC | LOS ANGELES | 300115 | $165.3M | 2 | 2026-03-31 | → |
| 471 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | COSTA MESA | 146778 | $148.3M | 5 | 2026-03-31 | → |
| 472 | CHEVIOT VALUE MANAGEMENT, LLC | BEVERLY HILLS | 166291 | $1.17B | 7 | 2026-06-30 | → |
| 473 | CENTAURUS FINANCIAL, INC. | ANAHEIM | 30833 | $7.34B | 580 | 2025-07-31 | → |
| 474 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 475 | DEW POINT CAPITAL, INC. | LOS ANGELES | 305010 | $513.2M | 2 | 2026-03-31 | → |
| 476 | GEMMER ASSET MANAGEMENT LLC | WALNUT CREEK | 109034 | $2.36B | 16 | 2026-03-31 | → |
| 477 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 478 | TIDECREST WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 332422 | $249.7M | 3 | 2026-03-31 | → |
| 479 | POPLAR POINT CAPITAL MANAGEMENT LLC | BURLINGAME | 165411 | $110.1M | 1 | 2026-05-31 | → |
| 480 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 481 | WEAVER CONSULTING GROUP, LLC | HUNTINGTON BEACH | 287895 | $1.05B | 7 | 2026-04-30 | → |
| 482 | CARMEL CAPITAL PARTNERS, LLC | SAN DIEGO | 123907 | $434.3M | 9 | 2026-03-31 | → |
| 483 | FORTEM FINANCIAL GROUP, LLC | PALM DESERT | 291662 | $631.9M | 10 | 2026-04-30 | → |
| 484 | PROSPERITY ROAD, LLC | SANTA ANA | 281894 | $172.3M | 3 | 2026-03-31 | → |
| 485 | ACAS, LLC | RANCHO SANTA FE | 160657 | $393.4M | 5 | 2026-03-31 | → |
| 486 | SP ASSET MANAGEMENT LLC | CUPERTINO | 323369 | $1.90B | 3 | 2026-03-31 | → |
| 487 | BMB ADVISERS LLC | LOS ANGELES | 118410 | $655.8M | 3 | 2026-03-31 | → |
| 488 | MRAZ, AMERINE & ASSOCIATES, INC. | MODESTO | 158338 | $917.5M | 6 | 2026-03-31 | → |
| 489 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 490 | RBO & CO, LLC | ST. HELENA | 112172 | $654.8M | 8 | 2026-01-31 | → |
| 491 | ESSENTIAL PARTNERS LLC | RANCHO SANTA FE, | 315959 | $401.1M | 2 | 2026-03-31 | → |
| 492 | M2 FINANCIAL LLC | VALENCIA | 288829 | $158.0M | 6 | 2026-05-31 | → |
| 493 | WEALTH ARCHITECTS, LLC | MOUNTAIN VIEW | 135373 | $2.42B | 23 | 2026-03-31 | → |
| 494 | CLEARLAKE CAPITAL GROUP, L.P. | SANTA MONICA | 157920 | $83.56B | 250 | 2026-06-30 | → |
| 495 | CHANNEL WEALTH, LLC | SANTA BARBARA | 323461 | $850.9M | 17 | 2026-04-30 | → |
| 496 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 497 | NWM ADVISORS, LLC | SAN LUIS OBISPO | 283714 | $329.1M | 2 | 2026-02-28 | → |
| 498 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 167408 | $2.08B | 44 | 2025-05-31 | → |
| 499 | SMART PORTFOLIO LLC | BREA | 324633 | $44.1M | 2 | 2026-02-28 | → |
| 500 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
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