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 | |
|---|---|---|---|---|---|---|---|
| 501 | LONGEVITY CAPITAL MANAGEMENT LLC | THOUSAND OAKS | 328283 | $184.2M | 3 | 2026-03-31 | → |
| 502 | VANTAGE WEALTH | PASADENA | 111324 | $683.8M | 6 | 2026-01-31 | → |
| 503 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 504 | ROBERTS WEALTH ADVISORS, LLC | MENLO PARK | 308827 | $446.0M | 6 | 2026-03-31 | → |
| 505 | ODER INVESTMENT MANAGEMENT, LLC | WOODLAND HILLS | 134506 | $366.7M | 6 | 2026-02-28 | → |
| 506 | RUDNEY ASSOCIATES, INC. | ALAMO | 110235 | $940.2M | 2 | 2026-03-31 | → |
| 507 | GOULD ASSET MANAGEMENT LLC | CLAREMONT | 113098 | $1.03B | 15 | 2026-04-30 | → |
| 508 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | SAN LUIS OBISPO | 287683 | $423.0M | 8 | 2026-03-31 | → |
| 509 | DELARME WEALTH MANAGEMENT, INC. | PALOS VERDES ESTATES | 328372 | $256.5M | 3 | 2026-03-31 | → |
| 510 | DANIEL INVESTMENT ASSOCIATES, LLC | SANTA BARBARA | 157284 | $225.3M | 1 | 2026-03-31 | → |
| 511 | DEFINE FINANCIAL, LLC | SAN DIEGO | 286648 | $314.6M | 7 | 2026-05-31 | → |
| 512 | MANHATTAN WEST ASSET MANAGEMENT, LLC | LOS ANGELES | 283630 | $1.16B | 36 | 2026-06-30 | → |
| 513 | ALAMAR CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 154413 | $260.3M | 3 | 2026-03-31 | → |
| 514 | RSC ASSET MANAGEMENT GROUP, LLC | STUDIO CITY | 312211 | $129.2M | 9 | 2026-03-31 | → |
| 515 | WESTERN FINANCIAL CORPORATION | SAN DIEGO | 6118 | $309.2M | 6 | 2026-05-31 | → |
| 516 | ANGELES FAMILY OFFICE, LLC | SANTA MONICA | 338266 | $182.0M | 5 | 2026-06-30 | → |
| 517 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | SAN DIEGO | 313332 | $430.0M | 2 | 2025-03-31 | → |
| 518 | SHARPER & GRANITE LLC | EL SEGUNDO | 136719 | $366.4M | 4 | 2026-03-31 | → |
| 519 | VISTICA WEALTH ADVISORS, LLC | CARLSBAD | 147297 | $260.1M | 5 | 2026-05-31 | → |
| 520 | LEDERER & ASSOCIATES INVESTMENT COUNSEL | LONG BEACH | 110376 | $244.3M | 3 | 2025-12-31 | → |
| 521 | LEO H. EVART, INC. | REDWOOD CITY | 110263 | $269.9M | 3 | 2026-03-31 | → |
| 522 | SHERWOOD FINANCIAL PARTNERS, LLC | WESTLAKE VILLAGE | 301329 | $293.8M | 6 | 2026-04-30 | → |
| 523 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 524 | ACAP ASSET MANAGEMENT, INC. | STUDIO CITY | 149452 | $255.0M | 5 | 2026-03-31 | → |
| 525 | HESEN & HASLAM, LLC | WOODLAND HILLS | 286235 | $283.7M | 5 | 2026-03-31 | → |
| 526 | CASTLE WEALTH PLANNING LLC | SANTA BARBARA | 141601 | $236.4M | 3 | 2026-03-31 | → |
| 527 | KWB WEALTH | REDLANDS | 300921 | $1.23B | 10 | 2026-05-31 | → |
| 528 | INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK | 146569 | $673.9M | 7 | 2026-03-31 | → |
| 529 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO | 107638 | $1.34B | 7 | 2026-03-31 | → |
| 530 | PROSSIMO ADVISORS LLC | SAN LUIS OBISPO | 289347 | $238.5M | 4 | 2026-03-31 | → |
| 531 | TORTUGA ADVISERS LLC | SIMI VALLEY | 137514 | $563.5M | 1 | 2026-04-30 | → |
| 532 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 533 | JOHN W. BROOKER & CO., CPAS, PC | OAKLAND | 105437 | $136.4M | 10 | 2026-02-28 | → |
| 534 | 5T WEALTH, LLC | NAPA | 112552 | $331.4M | 4 | 2026-03-31 | → |
| 535 | WOODWARD DIVERSIFIED CAPITAL, LLC | BAKERSFIELD | 306299 | $609.8M | 6 | 2026-03-31 | → |
| 536 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 537 | WRIGHT WEALTH STRATEGIES, LLC | SAN LUIS OBISPO | 304289 | $127.2M | 2 | 2026-03-31 | → |
| 538 | MARIN FINANCIAL ADVISORS LLC | LARKSPUR | 135872 | $388.8M | 2 | 2026-03-31 | → |
| 539 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
| 540 | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC | SOUTH SAN FRANCISCO | 156541 | $397.1M | 6 | 2026-03-31 | → |
| 541 | L.S.Y., INC | SAN RAMON | 38 | $630.7M | 32 | 2026-06-30 | → |
| 542 | DAVIES FINANCIAL ADVISORS, INC. | MURRIETA | 139764 | $123.1M | 10 | 2026-03-31 | → |
| 543 | WEINBERGER ASSET MANAGEMENT, INC | LOS ANGELES | 106176 | $503.6M | 3 | 2026-03-31 | → |
| 544 | KACHKOVSKY & FISHER, INC. | SAN DIEGO | 117811 | $305.1M | 6 | 2026-03-31 | → |
| 545 | VINCIMUS CAPITAL, LLC | MALIBU | 321865 | $183.7M | 4 | 2026-05-31 | → |
| 546 | SAGE STONE WEALTH MANAGEMENT LLC | LA JOLLA | 155477 | $261.4M | 4 | 2026-03-31 | → |
| 547 | REVITATE FUND ADVISOR LLC | NEWPORT BEACH | 326939 | $398.6M | 15 | 2026-04-30 | → |
| 548 | FF ADVISORS, LLC | MANHATTAN BEACH | 316723 | $280.3M | 4 | 2026-03-31 | → |
| 549 | WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS | MISSION VIEJO | 106268 | $233.3M | 4 | 2026-03-31 | → |
| 550 | PAVION BLUE CAPITAL, LLC | NEWPORT BEACH | 301968 | $443.7M | 4 | 2026-03-31 | → |
| 551 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SAN DIEGO | 323032 | $255.3M | 8 | 2026-04-30 | → |
| 552 | GRANT TANI BARASH & ALTMAN, LLC | BEVERLY HILLS | 319128 | $2.28B | 89 | 2026-05-31 | → |
| 553 | ASL FINANCIAL, LLC | LOS GATOS | 115479 | $186.7M | 1 | 2026-01-31 | → |
| 554 | HAROLD DAVIDSON & ASSOCIATES INC | LOS ANGELES | 110994 | $390.5M | 7 | 2026-03-31 | → |
| 555 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | VALENCIA | 135234 | $259.3M | 3 | 2026-02-28 | → |
| 556 | YOSEMITE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 124298 | $369.0M | 8 | 2026-03-31 | → |
| 557 | CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC | PETALUMA | 125401 | $553.4M | 2 | 2026-03-31 | → |
| 558 | CHALLENGER WEALTH MANAGEMENT | ALISO VIEJO | 121498 | $275.5M | 3 | 2026-03-31 | → |
| 559 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | PASADENA | 171971 | $415.5M | 9 | 2026-05-31 | → |
| 560 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 561 | ARIA WEALTH MANAGEMENT, INC. | SARATOGA | 288450 | $130.0M | 9 | 2026-04-30 | → |
| 562 | BLANKINSHIP & FOSTER, LLC | SOLANA BEACH | 104795 | $939.5M | 16 | 2026-03-31 | → |
| 563 | ECLECTIC ASSOCIATES, INC. | FULLERTON | 111041 | $1.47B | 17 | 2026-04-30 | → |
| 564 | SHERMAN ASSET MANAGEMENT, INC. | VENTURA | 170861 | $140.8M | 1 | 2026-06-30 | → |
| 565 | INTEGRITY WEALTH ADVISORS, INC. | VENTURA | 281708 | $285.5M | 10 | 2026-06-30 | → |
| 566 | MERITAS WEALTH MANAGEMENT, LLC | SAN RAFAEL | 148565 | $618.9M | 12 | 2026-03-31 | → |
| 567 | TEMPUS WEALTH PLANNING, LLC | IRVINE | 285349 | $699.4M | 9 | 2026-03-31 | → |
| 568 | LEISURE CAPITAL MANAGEMENT, INC. | COSTA MESA | 120374 | $874.0M | 10 | 2026-03-31 | → |
| 569 | NEW INSIGHT WEALTH ADVISORS | SAN RAMON | 318083 | $396.9M | 7 | 2026-03-31 | → |
| 570 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 571 | PLATT WEALTH MANAGEMENT, LLC | SAN DIEGO | 297487 | $390.6M | 5 | 2026-02-28 | → |
| 572 | MKT ADVISORS LLC | CARLSBAD | 163833 | $463.7M | 6 | 2026-05-31 | → |
| 573 | LYELL WEALTH MANAGEMENT LP | MENLO PARK | 283521 | $1.65B | 11 | 2026-03-31 | → |
| 574 | SPECTRUM WEALTH ADVISORY GROUP, LLC | GRANITE BAY | 298632 | $445.4M | 5 | 2026-03-31 | → |
| 575 | REDWOOD INVESTMENT GROUP, INC | FORT BRAGG | 168017 | $230.3M | 3 | 2026-06-30 | → |
| 576 | JEPPSON WEALTH MANAGEMENT, LLC | MANHATTAN BEACH | 305552 | $763.2M | 7 | 2026-03-31 | → |
| 577 | AIMZ INVESTMENT ADVISORS LLC | LOS ALTOS | 155810 | $584.8M | 2 | 2026-03-31 | → |
| 578 | COMPAK ASSET MANAGEMENT | NEWPORT BEACH | 109930 | $1.52B | 20 | 2026-03-31 | → |
| 579 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | WALNUT CREEK | 107326 | $872.2M | 12 | 2026-03-31 | → |
| 580 | CALDWELL SUTTER CAPITAL, INC. | SAUSALITO | 10489 | $605.7M | 17 | 2026-04-30 | → |
| 581 | BRENNAN JOHN DAVID | CORONADO | 108801 | $505.2M | 2 | 2025-04-30 | → |
| 582 | PACIFIC WEALTH STRATEGIES GROUP, INC. | SANTA BARBARA | 144789 | $253.2M | 3 | 2026-03-31 | → |
| 583 | LONGTAIL ALPHA, LLC | NEWPORT BEACH | 282615 | $822.4M | 9 | 2026-02-28 | → |
| 584 | AK GLOBAL ASSET MANAGEMENT, LLC | OAKLAND | 137530 | $117.8M | 2 | 2026-02-28 | → |
| 585 | BEVERLY HILLS PRIVATE WEALTH, LLC | BEVERLY HILLS | 321132 | $912.2M | 10 | 2026-03-31 | → |
| 586 | GRASSI INVESTMENT MANAGEMENT, LLC | SANTA CLARA | 108690 | $1.36B | 5 | 2025-02-28 | → |
| 587 | CAPITAL INVESTMENT MANAGEMENT, LLC | ROSEVILLE | 150705 | $100.1M | 3 | 2026-05-31 | → |
| 588 | AG ASSET ADVISORY, LLC | LOS ANGELES | 154406 | $440.5M | 3 | 2026-03-31 | → |
| 589 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | BERKELEY | 136431 | $829.8M | 16 | 2026-03-31 | → |
| 590 | BORDEAUX WEALTH ADVISORS LLC | MENLO PARK | 287758 | $5.64B | 34 | 2025-05-31 | → |
| 591 | GARRISON POINT ADVISORS, LLC | WALNUT CREEK | 292016 | $597.1M | 10 | 2026-04-30 | → |
| 592 | MONARCH WEALTH STRATEGIES | SANTA BARBARA | 136029 | $463.5M | 7 | 2026-03-31 | → |
| 593 | ACCELERATE INVESTMENT ADVISORS LLC | ALISO VIEJO | 325859 | $315.4M | 40 | 2026-06-30 | → |
| 594 | GEBHARDT GROUP, INC | LAFAYETTE | 142903 | $346.4M | 7 | 2026-03-31 | → |
| 595 | PAUL & CO. WEALTH MANAGEMENT, INC. | ATASCADERO | 331617 | $164.7M | 2 | 2026-01-31 | → |
| 596 | PLAN LIFE & WEALTH MANAGEMENT, INC. | FRESNO | 44960 | $195.4M | 6 | 2026-03-31 | → |
| 597 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 598 | TRICORD ADVISORS, INC. | RIVERSIDE | 155749 | $431.5M | 5 | 2026-03-31 | → |
| 599 | ALAMO CAPITAL | WALNUT CREEK | 26193 | $103.6M | 20 | 2026-03-31 | → |
| 600 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
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