Research Report · 2026-06-30
Largest Registered Investment Advisers in California
California SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,942
Total AUM
$23.37T
Median AUM
$491.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | TORTUGA ADVISERS LLC | SIMI VALLEY | 137514 | $563.5M | 1 | 2026-04-30 | → |
| 902 | TOWERPOINT WEALTH, LLC | SACRAMENTO | 288593 | $561.3M | 9 | 2026-06-30 | → |
| 903 | CORAL TREE MANAGEMENT, LP | LOS ANGELES | 313118 | $560.1M | 9 | 2026-04-30 | → |
| 904 | AECOM CAPITAL REAL ESTATE, LLC | LOS ANGELES | 298333 | $559.5M | 4 | 2025-12-31 | → |
| 905 | OCEAN PATH ADVISORS, LLC | MANHATTAN BEACH | 338933 | $559.5M | 6 | 2026-06-30 | → |
| 906 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 907 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 908 | LIFE LINE WEALTH MANAGEMENT LLC | BEVERLY HILLS | 171051 | $557.6M | 6 | 2026-03-31 | → |
| 909 | TRINITY CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 143097 | $556.8M | 6 | 2026-04-30 | → |
| 910 | SF EQUITY PARTNERS MANAGEMENT, LLC | SAN FRANCISCO | 162396 | $556.0M | 8 | 2026-03-31 | → |
| 911 | ION PACIFIC, INC. | VENICE | 328607 | $554.9M | 20 | 2026-05-31 | → |
| 912 | AVALON GLOBAL ASSET MANAGEMENT LLC | SAN FRANCISCO | 107785 | $553.8M | 5 | 2026-03-31 | → |
| 913 | ASSET PLANNING, INC | LOS ALAMITOS | 111535 | $553.5M | 5 | 2026-01-31 | → |
| 914 | CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC | PETALUMA | 125401 | $553.4M | 2 | 2026-03-31 | → |
| 915 | OMEGA FINANCIAL GROUP, LLC | SANTA BARBARA | 164147 | $552.4M | 6 | 2026-06-30 | → |
| 916 | DEDORA CAPITAL, INC. | NAPA | 177523 | $550.7M | 12 | 2026-03-31 | → |
| 917 | CABLE CAR CAPITAL, LP | SAN FRANCISCO | 169234 | $548.3M | 3 | 2026-03-31 | → |
| 918 | CRUX WEALTH ADVISORS | LONG BEACH | 330731 | $547.7M | 14 | 2026-05-31 | → |
| 919 | JET WEALTH ADVISORS | LA JOLLA | 333645 | $546.5M | 8 | 2026-06-30 | → |
| 920 | SELBY WEALTH MANAGEMENT, LLC | EMERYVILLE | 334084 | $544.8M | 4 | 2026-02-28 | → |
| 921 | SIERRA OCEAN, LLC | RIPON | 313829 | $544.6M | 3 | 2026-03-31 | → |
| 922 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | DANVILLE | 130931 | $543.5M | 1 | 2026-03-31 | → |
| 923 | APHIAS CAPITAL, L.P. | SAN FRANCISCO | 336255 | $542.1M | 13 | 2026-03-31 | → |
| 924 | AHOY CAPITAL MANAGEMENT LLC | PALO ALTO | 300100 | $540.3M | 4 | 2026-02-28 | → |
| 925 | LAWRENCE W. KELLY & ASSOCIATES, INC. | PASADENA | 106635 | $540.1M | 5 | 2026-03-31 | → |
| 926 | K FUND CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318110 | $539.3M | 2 | 2026-05-31 | → |
| 927 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | LOS GATOS | 111436 | $535.7M | 17 | 2026-04-30 | → |
| 928 | TRIAGEN WEALTH MANAGEMENT LLC | CALABASAS | 308457 | $535.2M | 5 | 2026-03-31 | → |
| 929 | PASSPORT CAPITAL, LLC | SAN FRANCISCO | 134484 | $532.4M | 14 | 2026-04-30 | → |
| 930 | DST WEALTH MANAGEMENT LLC | INDIAN WELLS | 302110 | $532.1M | 10 | 2026-02-28 | → |
| 931 | CERRO PACIFIC WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 310825 | $531.6M | 6 | 2026-06-30 | → |
| 932 | ORIN GREEN FINANCIAL, LLC | SAN DIEGO | 285670 | $528.8M | 7 | 2026-03-31 | → |
| 933 | ARISTON SERVICES GROUP, LLC | SAN DIEGO | 146255 | $527.0M | 5 | 2026-03-31 | → |
| 934 | RETIREMENT WELLNESS GROUP LLC | PASADENA | 297255 | $526.6M | 2 | 2026-03-31 | → |
| 935 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | ALISO VIEJO | 288129 | $524.1M | 3 | 2026-03-31 | → |
| 936 | DLK INVESTMENT MANAGEMENT | SOLANA BEACH | 149096 | $524.0M | 5 | 2026-03-31 | → |
| 937 | VERSO PARTNERS LP | SAN FRANCISCO | 318319 | $521.6M | 6 | 2026-02-28 | → |
| 938 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 939 | REFLOW SERVICES, LLC | SAN FRANCISCO | 158301 | $521.4M | 6 | 2026-06-30 | → |
| 940 | 3000 MANAGEMENT, INC. | SAN FRANCISCO | 121168 | $520.9M | 9 | 2026-03-31 | → |
| 941 | GROUNDED CAPITAL, LLC | MILL VALLEY | 323354 | $520.0M | 13 | 2026-05-31 | → |
| 942 | SUMMIT FINANCIAL ADVISORS, LLC | SAN MATEO | 109280 | $519.0M | 4 | 2025-03-31 | → |
| 943 | PARKSHORE WEALTH MANAGEMENT | GRANITE BAY | 148052 | $517.9M | 10 | 2026-06-30 | → |
| 944 | SELDON CAPITAL LP | SAN FRANCISCO | 300755 | $517.8M | 7 | 2026-03-31 | → |
| 945 | NEST EGG ETFS, LLC | DOWNEY | 332971 | $517.3M | 3 | 2026-03-31 | → |
| 946 | CHELSEA COUNSEL COMPANY | WOODLAND HILLS | 110399 | $517.0M | 7 | 2026-06-30 | → |
| 947 | GIFFORD FONG ASSOCIATES | LAFAYETTE | 142917 | $517.0M | 10 | 2026-03-31 | → |
| 948 | PRUDENT INVESTORS NETWORK, INC. | LAKE FOREST | 127284 | $515.8M | 8 | 2026-04-30 | → |
| 949 | PRISM ADVISORS, INC. | STUDIO CITY | 286474 | $515.1M | 5 | 2026-03-31 | → |
| 950 | GAVILAN INVESTMENT PARTNERS LLC | BURLINGAME | 311134 | $514.7M | 2 | 2026-05-31 | → |
| 951 | DEW POINT CAPITAL, INC. | LOS ANGELES | 305010 | $513.2M | 2 | 2026-03-31 | → |
| 952 | CYPRESS POINT INVESTMENT MANAGEMENT LP | MILL VALLEY | 316549 | $512.4M | 4 | 2026-03-31 | → |
| 953 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | PASADENA | 109766 | $510.9M | 5 | 2026-02-28 | → |
| 954 | IBN ASSET MANAGEMENT, LLC | THOUSAND OAKS | 290114 | $508.2M | 6 | 2026-03-31 | → |
| 955 | SOLACE CAPITAL PARTNERS, L.P. | EL SEGUNDO | 175319 | $508.1M | 10 | 2026-03-31 | → |
| 956 | FINANCIAL DESIGNS CORPORATION | CLAREMONT | 14829 | $507.9M | 6 | 2026-01-31 | → |
| 957 | NEXT HORIZON CAPITAL, LP | SAN FRANCISCO | 321649 | $505.8M | 7 | 2026-06-30 | → |
| 958 | BRENNAN JOHN DAVID | CORONADO | 108801 | $505.2M | 2 | 2025-04-30 | → |
| 959 | DUCERE WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 337471 | $503.8M | 11 | 2026-04-30 | → |
| 960 | WEINBERGER ASSET MANAGEMENT, INC | LOS ANGELES | 106176 | $503.6M | 3 | 2026-03-31 | → |
| 961 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 339321 | $503.0M | 10 | 2026-03-31 | → |
| 962 | PRESERVATION EQUITY FUND ADVISORS, LLC | IRVINE | 300968 | $502.9M | 11 | 2026-03-31 | → |
| 963 | BOLTWOOD CAPITAL MANAGEMENT | WALNUT CREEK | 110293 | $502.5M | 2 | 2026-04-30 | → |
| 964 | PRIVATE WEALTH SOLUTIONS, LLC | CALABASAS | 289437 | $500.0M | 5 | 2026-02-28 | → |
| 965 | GREENSTONE PARTNERS, LLC | LARKSPUR | 136566 | $499.3M | 5 | 2026-06-30 | → |
| 966 | PRESIDIO CAPITAL MANAGEMENT, LLC | SAN DIEGO | 304501 | $498.9M | 14 | 2026-03-31 | → |
| 967 | AKKADIAN CEF MANAGER, LLC | SAN FRANCISCO | 338152 | $496.3M | 14 | 2026-04-30 | → |
| 968 | STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP | MENLO PARK | 284310 | $495.8M | 11 | 2026-04-30 | → |
| 969 | INFANGER INVESTMENT TECHNOLOGY, LLC | MOUNTAIN VIEW | 112328 | $494.9M | 2 | 2026-03-31 | → |
| 970 | JDH WEALTH MANAGEMENT, LLC | SANTA ROSA | 112474 | $494.9M | 2 | 2026-04-30 | → |
| 971 | CHICO WEALTH RIA, INC. | CHICO | 162562 | $492.0M | 4 | 2026-03-31 | → |
| 972 | ATWATER CAPITAL, LLC | LOS ANGELES | 299075 | $491.5M | 6 | 2026-03-31 | → |
| 973 | ONE DEGREE ADVISORS, INC. | SAN DIEGO | 170392 | $489.0M | 6 | 2026-05-31 | → |
| 974 | WESTERLY CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 140089 | $488.9M | 3 | 2026-03-31 | → |
| 975 | GORDIAN WEALTH ADVISORS, LLC | MILL VALLEY | 281775 | $488.7M | 7 | 2026-03-31 | → |
| 976 | FINANCIAL AVENGERS, INC. | OAKLAND | 119636 | $488.4M | 2 | 2026-03-31 | → |
| 977 | BELL & BROWN WEALTH ADVISORS, LLC | NEWPORT BEACH | 175419 | $486.8M | 3 | 2026-02-28 | → |
| 978 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 979 | INTERLOCK EQUITY LP | LOS ANGELES | 315618 | $486.4M | 14 | 2026-03-31 | → |
| 980 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 981 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 982 | TRELLIS WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 154861 | $479.8M | 4 | 2026-03-31 | → |
| 983 | AF ADVISORS, INC. | SACRAMENTO | 149683 | $479.8M | 2 | 2026-03-31 | → |
| 984 | ELMWOOD WEALTH MANAGEMENT, INC. | BERKELEY | 165639 | $477.9M | 6 | 2026-05-31 | → |
| 985 | BARNES WEALTH MANAGEMENT GROUP, INC. | BAKERSFIELD | 132189 | $477.2M | 12 | 2026-03-31 | → |
| 986 | ANDRA CAPITAL LLC | SAN FRANCISCO | 314080 | $476.5M | 5 | 2026-02-28 | → |
| 987 | WIMMER ASSOCIATES I, LLC | PASADENA | 125243 | $475.9M | 4 | 2026-04-30 | → |
| 988 | SDS REAL ESTATE ADVISORS | LOS ANGELES | 309932 | $473.8M | 14 | 2026-03-31 | → |
| 989 | STERLING GROUP WEALTH MANAGEMENT, LLC | PASADENA | 111782 | $471.3M | 9 | 2026-03-31 | → |
| 990 | RINKEY INVESTMENTS | SAN DIEGO | 149576 | $471.1M | 14 | 2026-05-31 | → |
| 991 | WEALTHVALUES, LLC | REDWOOD CITY | 140004 | $466.5M | 5 | 2026-03-31 | → |
| 992 | CLELLAND & CO INC | SAN DIEGO | 105406 | $465.7M | 3 | 2026-03-31 | → |
| 993 | ARROWROOT CAPITAL MANAGEMENT, LLC | MARINA DEL REY | 285193 | $465.5M | 16 | 2026-05-31 | → |
| 994 | OLIVE PARTNERS MANAGEMENT LLC | PALO ALTO | 335855 | $465.2M | 14 | 2026-06-30 | → |
| 995 | VERT ASSET MANAGEMENT LLC | SAUSALITO | 288445 | $464.4M | 2 | 2026-01-31 | → |
| 996 | MKT ADVISORS LLC | CARLSBAD | 163833 | $463.7M | 6 | 2026-05-31 | → |
| 997 | MONARCH WEALTH STRATEGIES | SANTA BARBARA | 136029 | $463.5M | 7 | 2026-03-31 | → |
| 998 | TIDEMARK, LLC | SAN DIEGO | 327611 | $462.5M | 12 | 2026-06-30 | → |
| 999 | SAM ADVISORS, LLC | OAKHURST | 108685 | $462.3M | 3 | 2026-02-28 | → |
| 1000 | RED IRON GROUP MANAGEMENT, LLC | MENLO PARK | 317920 | $461.6M | 16 | 2026-03-31 | → |
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