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 | |
|---|---|---|---|---|---|---|---|
| 1001 | AOF MANAGEMENT LLC | LOS ANGELES | 170193 | $461.5M | 6 | 2026-06-30 | → |
| 1002 | FUSION CAPITAL PARTNERS, LP | LOS ANGELES | 333924 | $461.4M | 9 | 2026-06-30 | → |
| 1003 | SAYBROOK FUND ADVISORS, LLC | SANTA MONICA | 158634 | $461.2M | 11 | 2026-03-31 | → |
| 1004 | BETA WEALTH GROUP, INC | SAN DIEGO | 165224 | $460.3M | 3 | 2026-06-30 | → |
| 1005 | SEASIDE WEALTH MANAGEMENT, INC. | CARLSBAD | 271039 | $459.3M | 12 | 2026-02-28 | → |
| 1006 | LUCAS GROUP FINANCIAL PLANNERS, INC. | SACRAMENTO | 130163 | $456.5M | 6 | 2026-01-31 | → |
| 1007 | PROVENANCE MANAGEMENT CO., LP | BEVERLY HILLS | 307347 | $454.1M | 8 | 2026-03-31 | → |
| 1008 | CONFIDENCE WEALTH MANAGEMENT, INC. | LOS ANGELES | 127383 | $454.1M | 19 | 2026-03-31 | → |
| 1009 | AUDENT GLOBAL ASSET MANAGEMENT, LLC | WEST HOLLYWOOD | 308166 | $452.3M | 7 | 2026-03-31 | → |
| 1010 | RBA WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 291029 | $452.1M | 7 | 2026-03-31 | → |
| 1011 | PRIVATE WEALTH ADVISORS, LLC | FRESNO | 141971 | $451.2M | 6 | 2026-03-31 | → |
| 1012 | KINETIC INVESTMENT MANAGEMENT, INC. | LOS ANGELES | 283034 | $450.9M | 39 | 2026-06-30 | → |
| 1013 | NOLAN MANAGEMENT LLC | HERMOSA BEACH | 312637 | $450.4M | 8 | 2026-05-31 | → |
| 1014 | STEPHENSON AND COMPANY, INC. | SAN CLEMENTE | 111453 | $447.0M | 5 | 2026-03-31 | → |
| 1015 | ROBERTS WEALTH ADVISORS, LLC | MENLO PARK | 308827 | $446.0M | 6 | 2026-03-31 | → |
| 1016 | SPECTRUM WEALTH ADVISORY GROUP, LLC | GRANITE BAY | 298632 | $445.4M | 5 | 2026-03-31 | → |
| 1017 | O'BOYLE WEALTH MANAGEMENT, INC. | BEVERLY HILLS | 292849 | $443.9M | 5 | 2026-03-31 | → |
| 1018 | PAVION BLUE CAPITAL, LLC | NEWPORT BEACH | 301968 | $443.7M | 4 | 2026-03-31 | → |
| 1019 | GREYKASELL WEALTH STRATEGIES, INC. | DANVILLE | 329018 | $443.2M | 5 | 2026-03-31 | → |
| 1020 | SPIEGELMAN WEALTH MANAGEMENT, INC. | WALNUT CREEK | 336637 | $443.0M | 4 | 2026-06-30 | → |
| 1021 | LIFESTEPS FINANCIAL, INC. | CLAREMONT | 153852 | $442.7M | 9 | 2026-06-30 | → |
| 1022 | FIGURE INVESTMENT ADVISORS, LLC | SAN FRANCISCO | 158307 | $442.2M | 5 | 2026-03-31 | → |
| 1023 | AG ASSET ADVISORY, LLC | LOS ANGELES | 154406 | $440.5M | 3 | 2026-03-31 | → |
| 1024 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 1025 | GROUNDFORCE CAPITAL MANAGEMENT, LLC | MILL VALLEY | 299383 | $439.2M | 10 | 2026-03-31 | → |
| 1026 | CLARITY CAPITAL PARTNERS LLC | NEWPORT BEACH | 129898 | $437.7M | 7 | 2025-07-31 | → |
| 1027 | BLUEPRINT INVESTING LLC | SAN FRANCISCO | 151422 | $436.3M | 3 | 2026-06-30 | → |
| 1028 | WESTEND CAPITAL MANAGEMENT, LLC. | SAUSALITO | 120545 | $436.2M | 5 | 2026-03-31 | → |
| 1029 | CARMEL CAPITAL PARTNERS, LLC | SAN DIEGO | 123907 | $434.3M | 9 | 2026-03-31 | → |
| 1030 | SESTANTE WEALTH MANAGEMENT, LLC | CORONADO | 335152 | $433.9M | 4 | 2026-04-30 | → |
| 1031 | BGV VC MANAGEMENT LLC | MENLO PARK | 298473 | $433.0M | 15 | 2026-03-31 | → |
| 1032 | REGENTS PARK FUNDS, LLC | IRVINE | 284684 | $433.0M | 7 | 2026-03-31 | → |
| 1033 | FACTION VENTURES, LLC | PALO ALTO | 318821 | $432.6M | 8 | 2026-03-31 | → |
| 1034 | ENGAGED CAPITAL, LLC | NEWPORT BEACH | 161251 | $432.3M | 11 | 2026-02-28 | → |
| 1035 | TRICORD ADVISORS, INC. | RIVERSIDE | 155749 | $431.5M | 5 | 2026-03-31 | → |
| 1036 | FOREWORD CAPITAL, LP | SAN FRANCISCO | 332205 | $431.5M | 9 | 2026-03-31 | → |
| 1037 | ARROWROOT FAMILY OFFICE, LLC | MARINA DEL REY | 168744 | $430.7M | 18 | 2026-03-31 | → |
| 1038 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | SAN DIEGO | 313332 | $430.0M | 2 | 2025-03-31 | → |
| 1039 | LIGHTHOUSE FINANCIAL SERVICES INC | BREA | 110367 | $429.8M | 6 | 2026-01-31 | → |
| 1040 | KERUX, LLC | GRANITE BAY | 327724 | $428.0M | 2 | 2026-04-30 | → |
| 1041 | BELAY INVESTMENT GROUP, LLC | SHERMAN OAKS | 281985 | $427.5M | 16 | 2026-04-30 | → |
| 1042 | O'DONNELL FINANCIAL SERVICES, LLC | SAN RAFAEL | 172520 | $427.1M | 12 | 2026-03-31 | → |
| 1043 | TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC | LOS ANGELES | 332802 | $425.0M | 315 | 2026-05-31 | → |
| 1044 | SYRIOS WEALTH MANAGEMENT GROUP, INC. | LA JOLLA | 332139 | $424.6M | 3 | 2026-03-31 | → |
| 1045 | CASTLE COAST WEALTH, LLC | LA JOLLA | 298439 | $423.7M | 6 | 2026-04-30 | → |
| 1046 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | SAN LUIS OBISPO | 287683 | $423.0M | 8 | 2026-03-31 | → |
| 1047 | MCCARTHY ASSET MANAGEMENT, INC. | REDWOOD SHORES | 118285 | $422.4M | 4 | 2026-03-31 | → |
| 1048 | RUBICON ADVISORS, GP | REDDING | 174447 | $420.7M | 20 | 2026-02-28 | → |
| 1049 | FRONT ROW ADVISORS LLC | TIBURON | 269910 | $420.4M | 8 | 2026-03-31 | → |
| 1050 | POTRERO CAPITAL RESEARCH, LLC | SAN FRANCISCO | 125909 | $419.6M | 4 | 2026-03-31 | → |
| 1051 | SEABIRD FINANCIAL CORPORATION | SAN DIEGO | 284125 | $419.1M | 6 | 2026-04-30 | → |
| 1052 | HONTE ADVISORS LLC | BERKELEY | 308341 | $417.7M | 7 | 2026-04-30 | → |
| 1053 | FLATROCK WEALTH PARTNERS LLC | NEWPORT BEACH | 321777 | $417.6M | 4 | 2026-06-30 | → |
| 1054 | EAGLE WEALTH MANAGEMENT GROUP INC. | VALENCIA | 327052 | $417.5M | 8 | 2026-04-30 | → |
| 1055 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | SHERMAN OAKS | 290062 | $415.5M | 4 | 2026-04-30 | → |
| 1056 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | PASADENA | 171971 | $415.5M | 9 | 2026-05-31 | → |
| 1057 | FLYWHEEL PRIVATE WEALTH LLC | LOS ALTOS | 325690 | $415.0M | 2 | 2026-03-31 | → |
| 1058 | CENTER CAPITAL PARTNERS LLC | BEVERLY HILLS | 315464 | $415.0M | 9 | 2026-04-30 | → |
| 1059 | OAK ASSET MANAGEMENT, LLC | WESTLAKE VILLAGE | 287856 | $413.8M | 4 | 2026-02-28 | → |
| 1060 | TED BUCHAN & COMPANY, LLC | SAN DIEGO | 140722 | $413.2M | 7 | 2026-03-31 | → |
| 1061 | PETIX & BOTTE COMPANY | LA MESA | 170020 | $411.9M | 4 | 2026-03-31 | → |
| 1062 | EVEREST PRIVATE WEALTH | CUPERTINO | 142945 | $410.8M | 3 | 2026-03-31 | → |
| 1063 | ESO MANAGEMENT SERVICES LLC | SAN MATEO | 165564 | $410.6M | 17 | 2026-03-31 | → |
| 1064 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 1065 | OGBORNE CAPITAL MANAGEMENT, LLC. | SAN FRANCISCO | 165833 | $410.0M | 3 | 2026-03-31 | → |
| 1066 | BOYD WEALTH MANAGEMENT, LLC | SACRAMENTO | 293990 | $409.8M | 6 | 2026-03-31 | → |
| 1067 | NAVIGOE, LLC | REDONDO BEACH | 168716 | $407.8M | 3 | 2026-05-31 | → |
| 1068 | WOMACK WEALTH MANAGEMENT, INC. | MANHATTAN BEACH | 146126 | $406.9M | 7 | 2026-06-30 | → |
| 1069 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | SAN FRANCISCO | 158511 | $405.4M | 18 | 2026-03-31 | → |
| 1070 | GOLDBERG ADVISERS, LLC | SAN RAFAEL | 134174 | $402.6M | 4 | 2026-04-30 | → |
| 1071 | O'NEIL GLOBAL ADVISORS, INC. | LOS ANGELES | 308150 | $401.9M | 40 | 2026-05-31 | → |
| 1072 | SILVER COAST INVESTMENTS LLC | SAN DIEGO | 167771 | $401.6M | 32 | 2026-03-31 | → |
| 1073 | ESSENTIAL PARTNERS LLC | RANCHO SANTA FE, | 315959 | $401.1M | 2 | 2026-03-31 | → |
| 1074 | TICINO WEALTH LLC | MISSION VIEJO | 335808 | $400.2M | 4 | 2026-06-30 | → |
| 1075 | REVITATE FUND ADVISOR LLC | NEWPORT BEACH | 326939 | $398.6M | 15 | 2026-04-30 | → |
| 1076 | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC | SOUTH SAN FRANCISCO | 156541 | $397.1M | 6 | 2026-03-31 | → |
| 1077 | MIRAMONTES CAPITAL, LLC | NEWPORT BEACH | 264786 | $396.9M | 15 | 2026-05-31 | → |
| 1078 | NEW INSIGHT WEALTH ADVISORS | SAN RAMON | 318083 | $396.9M | 7 | 2026-03-31 | → |
| 1079 | WAGNER LOFTIN INVESTMENT SERVICES LLC | PLEASANT HILL | 109770 | $396.4M | 7 | 2026-03-31 | → |
| 1080 | KNUFF & COMPANY LLC | FOSTER CITY | 298203 | $393.9M | 4 | 2026-03-31 | → |
| 1081 | ACAS, LLC | RANCHO SANTA FE | 160657 | $393.4M | 5 | 2026-03-31 | → |
| 1082 | CORE WEALTH PARTNERS LLC | SANTA ROSA | 322365 | $393.2M | 5 | 2026-02-28 | → |
| 1083 | CARMEL CAPITAL MANAGEMENT L.L.C. | CARMEL | 120675 | $392.0M | 6 | 2026-02-28 | → |
| 1084 | DRC INVESTMENT ADVISORS, LLC | SANTA MONICA | 332680 | $391.0M | 4 | 2026-01-31 | → |
| 1085 | PLATT WEALTH MANAGEMENT, LLC | SAN DIEGO | 297487 | $390.6M | 5 | 2026-02-28 | → |
| 1086 | SHRIER WEALTH MANAGEMENT, LLC | LOS ANGELES | 332673 | $390.6M | 5 | 2026-02-28 | → |
| 1087 | HAROLD DAVIDSON & ASSOCIATES INC | LOS ANGELES | 110994 | $390.5M | 7 | 2026-03-31 | → |
| 1088 | CLEARLIGHT PARTNERS MANAGEMENT, LLC | NEWPORT BEACH | 157610 | $390.3M | 10 | 2026-03-31 | → |
| 1089 | HAHN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 108911 | $390.0M | 5 | 2026-03-31 | → |
| 1090 | PACIFIC POINT ADVISORS, LLC | SAN DIEGO | 310731 | $389.6M | 9 | 2026-03-31 | → |
| 1091 | AVISEN ADVISORS, LLC | SACRAMENTO | 113791 | $389.0M | 9 | 2026-03-31 | → |
| 1092 | MARIN FINANCIAL ADVISORS LLC | LARKSPUR | 135872 | $388.8M | 2 | 2026-03-31 | → |
| 1093 | SOCOTRA MANAGEMENT, INC. | SACRAMENTO | 328954 | $388.5M | 4 | 2026-03-31 | → |
| 1094 | PATHWAYS ADVISORY GROUP, INC. | FRESNO | 143817 | $388.5M | 10 | 2026-04-30 | → |
| 1095 | BRIAN D. LOWDER, INC. | SAN DIEGO | 105972 | $388.1M | 3 | 2026-01-31 | → |
| 1096 | ORSO PARTNERS, LP | SOUTH SAN FRANCISCO | 304196 | $387.5M | 3 | 2026-03-31 | → |
| 1097 | BRAESWOOD CARBON MANAGEMENT, LLC | SAN FRANCISCO | 311686 | $387.3M | 4 | 2026-03-31 | → |
| 1098 | LEWIS ASSET MANAGEMENT, LLC | LAFAYETTE | 143409 | $387.1M | 5 | 2026-05-31 | → |
| 1099 | ARCHVEST WEALTH ADVISORS, INC. | CONCORD | 172087 | $387.0M | 7 | 2026-03-31 | → |
| 1100 | CANTER STRATEGIC WEALTH MANAGEMENT, LLC | LA JOLLA | 167828 | $386.5M | 12 | 2026-03-31 | → |
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