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 | |
|---|---|---|---|---|---|---|---|
| 601 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | PASADENA | 120952 | $1.06B | 8 | 2026-03-31 | → |
| 602 | GREYKASELL WEALTH STRATEGIES, INC. | DANVILLE | 329018 | $443.2M | 5 | 2026-03-31 | → |
| 603 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 604 | SIDOXIA CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 145969 | $149.0M | 2 | 2026-06-30 | → |
| 605 | EPSILON FINANCIAL GROUP, INC. | FAIRFIELD | 111990 | $626.1M | 8 | 2026-06-30 | → |
| 606 | OSTROFE FINANCIAL CONSULTANTS INC | GRASS VALLEY | 110064 | $386.4M | 9 | 2026-02-28 | → |
| 607 | FINANCIAL SENSE ADVISORS, INC. | SAN DIEGO | 111090 | $835.6M | 11 | 2026-06-30 | → |
| 608 | ARCHVEST WEALTH ADVISORS, INC. | CONCORD | 172087 | $387.0M | 7 | 2026-03-31 | → |
| 609 | AMERICAN MONEY MANAGEMENT, LLC | RANCHO SANTA FE | 115357 | $844.0M | 13 | 2026-03-31 | → |
| 610 | CLG LLC | LONG BEACH | 282605 | $1.12B | 35 | 2026-02-28 | → |
| 611 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 612 | TORREN MANAGEMENT, LLC | SAN DIEGO | 329263 | $373.5M | 5 | 2026-03-31 | → |
| 613 | GRADIENT CAPITAL ADVISORS, LLC | SAN DIEGO | 168912 | $742.2M | 7 | 2026-02-28 | → |
| 614 | AVALON CAPITAL MANAGEMENT | PORT OF REDWOOD CITY | 107501 | $582.2M | 5 | 2026-03-31 | → |
| 615 | ORION CAPITAL MANAGEMENT LLC | CORONADO | 119428 | $370.9M | 4 | 2026-03-31 | → |
| 616 | CI GLOBAL INVESTMENTS INC. | OAKLAND | 156752 | $14.74B | 2 | 2026-03-31 | → |
| 617 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 618 | WOLFF WIESE MAGANA LLC | CARSLBAD | 157620 | $381.8M | 8 | 2026-04-30 | → |
| 619 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 620 | ARIMATHEA | FORT BRAGG | 330140 | $39.9M | 5 | 2026-03-31 | → |
| 621 | DEFINED FINANCIAL PLANNING LLC | SAN RAFAEL | 310137 | $137.3M | 5 | 2025-06-30 | → |
| 622 | MANCHESTER FINANCIAL INC | WESTLAKE VILLAGE | 106071 | $1.05B | 19 | 2026-03-31 | → |
| 623 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 624 | RBA WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 291029 | $452.1M | 7 | 2026-03-31 | → |
| 625 | BROADWING CAPITAL ADVISORS, INC. | LARKSPUR | 127513 | $148.0M | 2 | 2026-02-28 | → |
| 626 | INSIGHT WEALTH STRATEGIES, LP | IRVINE | 151437 | $109.2M | 2 | 2025-03-31 | → |
| 627 | TIDWELL WEALTH MANAGEMENT LLC | ROCKLIN | 309109 | $116.7M | 5 | 2026-05-31 | → |
| 628 | APPIAN WAY FINANCIAL LLC | PASADENA | 168109 | $142.9M | 1 | 2026-03-31 | → |
| 629 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | SAN RAFAEL | 145096 | $235.4M | 2 | 2026-05-31 | → |
| 630 | TWIN LAKES CAPITAL MANAGEMENT, LLC | REDWOOD SHORES | 137522 | $314.7M | 5 | 2026-03-31 | → |
| 631 | MENLO ADVISORS LLC | MENLO PARK | 122721 | $369.7M | 2 | 2026-03-31 | → |
| 632 | CLARITY WEALTH ADVISORS, LLC | SAN JOSE | 157913 | $732.9M | 5 | 2026-03-31 | → |
| 633 | ELEVATION WEALTH PARTNERS, LLC | WALNUT CREEK | 123971 | $670.7M | 8 | 2026-05-31 | → |
| 634 | FRONT ROW ADVISORS LLC | TIBURON | 269910 | $420.4M | 8 | 2026-03-31 | → |
| 635 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 636 | GARNER FINANCIAL MANAGEMENT, INC. | LAFAYETTE | 131628 | $152.6M | 2 | 2026-02-28 | → |
| 637 | WAVE DIGITAL ASSETS LLC | LOS ANGELES | 305726 | $91.9M | 33 | 2026-03-31 | → |
| 638 | MALAGA COVE CAPITAL, LLC | PALOS VERDES ESTATES | 146959 | $310.9M | 4 | 2026-02-28 | → |
| 639 | BLUE MARBLE INVESTMENTS, LLC | SANTA BARBARA | 141354 | $205.1M | 3 | 2026-05-31 | → |
| 640 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC | NOVATO | 163917 | $319.6M | 8 | 2026-03-31 | → |
| 641 | CLUTINGER WILLIAMS & VERHOYE INC | SAN DIEGO | 111082 | $163.1M | 2 | 2025-09-30 | → |
| 642 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 643 | WESTWOOD WEALTH MANAGEMENT | LOS ANGELES | 290658 | $300.4M | 3 | 2026-05-31 | → |
| 644 | OCEAN PATH ADVISORS, LLC | MANHATTAN BEACH | 338933 | $559.5M | 6 | 2026-06-30 | → |
| 645 | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | ROSEVILLE | 168397 | $253.0M | 4 | 2026-03-31 | → |
| 646 | WESTHILL FINANCIAL ADVISORS, INC. | SAN RAFAEL | 152506 | $789.4M | 11 | 2026-03-31 | → |
| 647 | WINTERS FINANCIAL GROUP, INC. | WESTLAKE VILLAGE | 309549 | $252.3M | 3 | 2026-03-31 | → |
| 648 | ARROWROOT FAMILY OFFICE, LLC | MARINA DEL REY | 168744 | $430.7M | 18 | 2026-03-31 | → |
| 649 | ACRE CAPITAL ADVISORS, LLC | LOS ANGELES | 328401 | $1.16B | 12 | 2026-05-31 | → |
| 650 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 651 | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 144069 | $303.9M | 15 | 2026-03-31 | → |
| 652 | QUANTITATIVE STRATEGIES, INC. | CALABASAS | 117908 | $186.8M | 2 | 2025-03-31 | → |
| 653 | JOHNSON LYMAN, INC. | LOS ALTOS | 150150 | $202.1M | 2 | 2026-03-31 | → |
| 654 | RICE FINANCIAL CONSULTING, INC. | LOS GATOS | 170346 | $287.2M | 5 | 2026-03-31 | → |
| 655 | KEITH HAMILTON, INC. | LA JOLLA | 155865 | $188.9M | 5 | 2026-03-31 | → |
| 656 | SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | CORONA | 146132 | $702.3M | 25 | 2026-03-31 | → |
| 657 | NBS FINANCIAL & INSURANCE SERVICES INC | WESTLAKE VILLAGE | 110600 | $273.3M | 5 | 2025-03-31 | → |
| 658 | JAFFE ASSET MANAGEMENT LLC | BEVERLY HILLS | 108082 | $116.2M | 2 | 2026-06-30 | → |
| 659 | DRH INVESTMENTS, INC. | THOUSAND OAKS | 164945 | $191.0M | 4 | 2026-03-31 | → |
| 660 | GENTER ADVISORS LLC | LOS ANGELES | 113916 | $182.8M | 63 | 2026-04-30 | → |
| 661 | HORSLEY BRIDGE PARTNERS LLC | SAN FRANCISCO | 110877 | $23.61B | 45 | 2026-06-30 | → |
| 662 | AVISEN ADVISORS, LLC | SACRAMENTO | 113791 | $389.0M | 9 | 2026-03-31 | → |
| 663 | HARDWORKING CAPITAL ADVISORS, LLC | PALM DESERT | 226760 | $206.0M | 2 | 2026-03-31 | → |
| 664 | ALTERI WEALTH LLC | WESTLAKE VILLAGE | 331100 | $566.1M | 7 | 2026-06-30 | → |
| 665 | LIFESTEPS FINANCIAL, INC. | CLAREMONT | 153852 | $442.7M | 9 | 2026-06-30 | → |
| 666 | LAKE TAHOE WEALTH MANAGEMENT, INC. | FOLSOM | 166173 | $301.9M | 5 | 2026-02-28 | → |
| 667 | IGNITE PLANNERS LLC | SAN CLEMENTE | 289797 | $1.14B | 38 | 2026-05-31 | → |
| 668 | ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. | LOS ANGELES | 321735 | $224.4M | 5 | 2026-06-30 | → |
| 669 | SIERRA INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 106615 | $360.9M | 34 | 2026-05-31 | → |
| 670 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 671 | DKM WEALTH MANAGEMENT, INC. | STOCKTON | 316778 | $316.8M | 3 | 2026-02-28 | → |
| 672 | MEASURED RISK PORTFOLIOS, INC. | SAN DIEGO | 141422 | $597.2M | 13 | 2026-04-30 | → |
| 673 | SACKETT WEALTH ADVISORS, INC. | BREA | 289950 | $212.3M | 5 | 2026-03-31 | → |
| 674 | CLEARVIEW WEALTH MANAGEMENT, LLC | IRVINE | 288978 | $178.5M | 3 | 2026-06-30 | → |
| 675 | HBA ADVISORS, LLC | PASADENA | 152050 | $234.3M | 4 | 2026-06-30 | → |
| 676 | CCG WEALTH MANAGEMENT, LLC | SAN DIEGO | 296985 | $1.20B | 64 | 2026-06-30 | → |
| 677 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 678 | TRIAGEN WEALTH MANAGEMENT LLC | CALABASAS | 308457 | $535.2M | 5 | 2026-03-31 | → |
| 679 | THRYVE WEALTH MANAGEMENT LLC | SANTA BARBARA | 335920 | $304.0M | 9 | 2026-04-30 | → |
| 680 | KERUX, LLC | GRANITE BAY | 327724 | $428.0M | 2 | 2026-04-30 | → |
| 681 | MARK GILLAM ENTERPRISES | FAIR OAKS | 108632 | $210.3M | 6 | 2026-03-31 | → |
| 682 | INSIGHTS INVESTMENTS LLC | PALO ALTO | 309727 | $45.8M | 1 | 2026-03-31 | → |
| 683 | 15 EQUITY, LLC | SANTA BARBARA | 310628 | $135.9M | 7 | 2026-03-31 | → |
| 684 | EIGER WEALTH MANAGEMENT, LLC | SAN DIEGO | 304321 | $338.7M | 6 | 2026-03-31 | → |
| 685 | WESPAC ADVISORS SOCAL, LLC | PASADENA | 158413 | $609.8M | 12 | 2026-06-30 | → |
| 686 | KRANE FINANCIAL SOLUTIONS, LLC | CALABASAS | 153594 | $295.0M | 4 | 2026-03-31 | → |
| 687 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | SAN DIEGO | 129803 | $239.4M | 5 | 2026-02-28 | → |
| 688 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 689 | MADRONE INVESTMENT ADVISORY, LLC | SAN RAFAEL | 149549 | $254.3M | 1 | 2026-03-31 | → |
| 690 | PRING/TURNER CAPITAL GROUP, INC. | ALAMO | 110931 | $262.1M | 4 | 2025-09-30 | → |
| 691 | ROUND HILL ASSET MANAGEMENT INC | PASADENA | 107069 | $271.3M | 6 | 2026-03-31 | → |
| 692 | SUN GROUP WEALTH PARTNERS LLC | IRVINE | 166372 | $224.5M | 7 | 2026-05-31 | → |
| 693 | SHUM FINANCIAL GROUP, INC. | ALAMEDA | 285426 | $322.0M | 4 | 2026-02-28 | → |
| 694 | HAHN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 108911 | $390.0M | 5 | 2026-03-31 | → |
| 695 | YARASH GLOBAL SOLUTIONS INC. | GLENDALE | 335185 | $18.0M | 1 | 2026-01-31 | → |
| 696 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 697 | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. | WESTLAKE VILLAGE | 120228 | $151.6M | 4 | 2026-03-31 | → |
| 698 | D'ARCY CAPITAL MANAGEMENT, LLC | SAN DIEGO | 156264 | $225.6M | 4 | 2026-02-28 | → |
| 699 | QUANTUM FINANCIAL ADVISORS, LLC | SANTA MONICA | 317386 | $1.48B | 16 | 2026-06-30 | → |
| 700 | DUCERE WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 337471 | $503.8M | 11 | 2026-04-30 | → |
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