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 | |
|---|---|---|---|---|---|---|---|
| 1301 | LEO H. EVART, INC. | REDWOOD CITY | 110263 | $269.9M | 3 | 2026-03-31 | → |
| 1302 | SPECTRUM WEALTH MANAGEMENT, LLC | IRVINE | 135530 | $269.5M | 3 | 2025-09-30 | → |
| 1303 | WALLACE ADVISORY GROUP, LLC | LAFAYETTE | 281049 | $269.5M | 4 | 2026-01-31 | → |
| 1304 | FORTRESS WEALTH MANAGEMENT, INC. | CULVER CITY | 110279 | $269.3M | 4 | 2025-12-31 | → |
| 1305 | PROSPERITY WEALTH PLANNING LLC | IRVINE | 315163 | $269.2M | 7 | 2026-05-31 | → |
| 1306 | STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES | 106073 | $268.7M | 5 | 2026-04-30 | → |
| 1307 | CWS CAPITAL PARTNERS LLC | NEWPORT BEACH | 166871 | $268.4M | 52 | 2026-05-31 | → |
| 1308 | KARL KAPITAL LLC | SAN FRANCISCO | 333558 | $268.4M | 6 | 2026-03-31 | → |
| 1309 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 1310 | RETIREMENTADVICE | JKA | ANAHEIM | 153803 | $267.3M | 4 | 2026-03-31 | → |
| 1311 | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA | 137724 | $266.7M | 6 | 2025-03-31 | → |
| 1312 | PROSSER CREEK ASSET MANAGEMENT LLC | CORTE MADERA | 318883 | $266.7M | 1 | 2026-03-31 | → |
| 1313 | CERDA MUNOZ ADVISORS, INC | WHITTIER | 170784 | $265.7M | 7 | 2026-03-31 | → |
| 1314 | BERNZOTT CAPITAL ADVISORS | CAMARILLO | 104583 | $265.4M | 3 | 2026-04-30 | → |
| 1315 | FULLER INVESTMENT MANAGEMENT COMPANY | PASADENA | 167467 | $264.5M | 9 | 2026-02-28 | → |
| 1316 | PORTICO WEALTH ADVISORS, LLC | LARKSPUR | 151794 | $264.0M | 4 | 2025-03-31 | → |
| 1317 | CQ WEALTH ADVISORS, INC. | SAN DIEGO | 313833 | $263.3M | 4 | 2026-01-31 | → |
| 1318 | HARMONY POINT WEALTH ADVISORS, INC. | IRVINE | 323643 | $263.2M | 2 | 2026-03-31 | → |
| 1319 | NEWPORT WEALTH ADVISORS, INC. | NEWPORT BEACH | 137159 | $262.6M | 8 | 2026-04-30 | → |
| 1320 | MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | LARKSPUR | 301017 | $262.5M | 4 | 2026-03-31 | → |
| 1321 | PFC CAPITAL GROUP INC | LOS ANGELES | 110648 | $262.5M | 10 | 2025-10-31 | → |
| 1322 | PRING/TURNER CAPITAL GROUP, INC. | ALAMO | 110931 | $262.1M | 4 | 2025-09-30 | → |
| 1323 | BULL OAK CAPITAL, LLC | RANCHO SANTA FE | 170325 | $261.6M | 7 | 2026-04-30 | → |
| 1324 | TILLER PARTNERS, LLC | BEVERLY HILLS | 170429 | $261.5M | 1 | 2026-03-31 | → |
| 1325 | SAGE STONE WEALTH MANAGEMENT LLC | LA JOLLA | 155477 | $261.4M | 4 | 2026-03-31 | → |
| 1326 | PORTFOLIO ADVISORS, INC. | FRESNO | 106111 | $261.2M | 7 | 2026-03-31 | → |
| 1327 | ALAMAR CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 154413 | $260.3M | 3 | 2026-03-31 | → |
| 1328 | VISTICA WEALTH ADVISORS, LLC | CARLSBAD | 147297 | $260.1M | 5 | 2026-05-31 | → |
| 1329 | WOVENEARTH VENTURES, LLC | PALO ALTO | 322556 | $259.7M | 10 | 2026-03-31 | → |
| 1330 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | VALENCIA | 135234 | $259.3M | 3 | 2026-02-28 | → |
| 1331 | ISHARA INVESTMENTS LP | LOS ANGELES | 331869 | $259.1M | 6 | 2026-03-31 | → |
| 1332 | SIMPLEX WEALTH MANAGEMENT, LLC | DANVILLE | 170265 | $258.9M | 9 | 2025-02-28 | → |
| 1333 | PACIFIC CAPITAL ASSOCIATES, INC. | SAN DIEGO | 160407 | $258.8M | 6 | 2026-04-30 | → |
| 1334 | OUR WEALTH GUIDES, INC. | WESTLAKE VILLAGE | 296866 | $257.9M | 3 | 2026-06-30 | → |
| 1335 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | DAVIS | 151765 | $257.6M | 3 | 2026-03-31 | → |
| 1336 | VIENNA ASSET MANAGEMENT LLC | SARATOGA | 299725 | $256.5M | 4 | 2026-04-30 | → |
| 1337 | DELARME WEALTH MANAGEMENT, INC. | PALOS VERDES ESTATES | 328372 | $256.5M | 3 | 2026-03-31 | → |
| 1338 | CASILIO LEITCH INVESTMENTS, LLC | WALNUT CREEK | 173152 | $256.0M | 4 | 2026-02-28 | → |
| 1339 | CERTIS CAPITAL MANAGEMENT, INC. | SANTA BARBARA | 144290 | $255.9M | 7 | 2026-03-31 | → |
| 1340 | INCEPTIV MANAGEMENT, LP | CULVER CITY | 310133 | $255.5M | 7 | 2026-03-31 | → |
| 1341 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SAN DIEGO | 323032 | $255.3M | 8 | 2026-04-30 | → |
| 1342 | PATHWISE WEALTH PARTNERS, LLC | WALNUT CREEK | 174215 | $255.0M | 4 | 2026-02-28 | → |
| 1343 | GRANT PRIVATE WEALTH MANAGEMENT, INC. | PLEASANTON | 292917 | $255.0M | 5 | 2026-06-30 | → |
| 1344 | ACAP ASSET MANAGEMENT, INC. | STUDIO CITY | 149452 | $255.0M | 5 | 2026-03-31 | → |
| 1345 | O'BRIEN INVESTMENT MANAGEMENT, LLC | TORRANCE | 284057 | $254.3M | 3 | 2026-03-31 | → |
| 1346 | MADRONE INVESTMENT ADVISORY, LLC | SAN RAFAEL | 149549 | $254.3M | 1 | 2026-03-31 | → |
| 1347 | 3SPOKE MANAGEMENT, LLC | IRVINE | 308919 | $254.3M | 6 | 2026-05-31 | → |
| 1348 | TORONADO PARTNERS LLC | SAN FRANCISCO | 283612 | $253.7M | 3 | 2026-03-31 | → |
| 1349 | ALPHA ANALYTICS INVESTMENT GROUP LLC | LOS ANGELES | 109844 | $253.4M | 2 | 2026-03-31 | → |
| 1350 | PACIFIC WEALTH STRATEGIES GROUP, INC. | SANTA BARBARA | 144789 | $253.2M | 3 | 2026-03-31 | → |
| 1351 | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | ROSEVILLE | 168397 | $253.0M | 4 | 2026-03-31 | → |
| 1352 | WINTERS FINANCIAL GROUP, INC. | WESTLAKE VILLAGE | 309549 | $252.3M | 3 | 2026-03-31 | → |
| 1353 | QCA CAPITAL MANAGEMENT INC | LOS ANGELES | 112104 | $252.2M | 8 | 2026-04-30 | → |
| 1354 | FISCHER INVESTMENT STRATEGIES, LLC | WESTLAKE VILLAGE | 156883 | $251.9M | 5 | 2026-02-28 | → |
| 1355 | ADVANCED FINANCIAL STRATEGIES INC | IRVINE | 108296 | $251.7M | 6 | 2026-03-31 | → |
| 1356 | TEAM FINANCIAL GROUP, LLC | TEMECULA | 309411 | $251.1M | 7 | 2026-06-30 | → |
| 1357 | HMM GROUP LLC | INDIAN WELLS | 289044 | $251.0M | 3 | 2026-01-31 | → |
| 1358 | SEEK FIRST INC. | CAMPBELL | 312546 | $251.0M | 6 | 2026-05-31 | → |
| 1359 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 1360 | FISHER & WIENS WEALTH MANAGEMENT, LLC | DANVILLE | 286079 | $250.3M | 1 | 2026-03-31 | → |
| 1361 | MAVEN EQUITY PARTNERS, LLC | LARKSPUR | 304461 | $250.3M | 3 | 2026-03-31 | → |
| 1362 | THE EHRLICH GROUP LLC | LAGUNA NIGUEL | 325595 | $250.1M | 5 | 2026-01-31 | → |
| 1363 | ALTURA WEALTH ADVISORS INC. | SANTA CLARA | 309501 | $250.1M | 12 | 2026-03-31 | → |
| 1364 | TIDECREST WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 332422 | $249.7M | 3 | 2026-03-31 | → |
| 1365 | SUMMIT WEALTH MANAGEMENT GROUP, INC. | CAMARILLO | 170029 | $249.5M | 6 | 2026-04-30 | → |
| 1366 | CALABASAS ADVISORY GROUP, LLC | WESTLAKE VILLAGE | 288224 | $249.5M | 2 | 2026-02-28 | → |
| 1367 | GALLIOTT CAPITAL ADVISORS, LLC | BEVERLY HILLS | 313094 | $249.0M | 6 | 2026-03-31 | → |
| 1368 | ROSENWALD CAPITAL MANAGEMENT, INC. | REDONDO BEACH | 290118 | $248.1M | 6 | 2026-06-30 | → |
| 1369 | PROPEL BIO MANAGEMENT, LLC | LOS ANGELES | 322858 | $247.5M | 7 | 2026-03-31 | → |
| 1370 | ANCHOR BAY CAPITAL, INC. | CARLSBAD | 116913 | $247.1M | 6 | 2026-03-31 | → |
| 1371 | NEXXUS HOLDINGS ADVISORS LLC | SANTA BARBARA | 166884 | $246.2M | 7 | 2026-03-31 | → |
| 1372 | RIVONIA ROAD CAPITAL LLC | SANTA MONICA | 296295 | $246.0M | 9 | 2026-06-30 | → |
| 1373 | SIERRA PACIFIC PRIVATE WEALTH, LLC | PLEASANTON | 131738 | $245.9M | 7 | 2026-02-28 | → |
| 1374 | INSIGHT INV LLC | EL SEGUNDO | 172511 | $245.7M | 5 | 2026-03-31 | → |
| 1375 | LEDERER & ASSOCIATES INVESTMENT COUNSEL | LONG BEACH | 110376 | $244.3M | 3 | 2025-12-31 | → |
| 1376 | ARES FINANCIAL CONSULTING LLC | CALABASAS | 282852 | $243.9M | 5 | 2026-05-31 | → |
| 1377 | JASON A PRATTES FINANCIAL INC | NEWPORT BEACH | 298746 | $243.6M | 5 | 2026-04-30 | → |
| 1378 | ZEPHYR INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 166303 | $242.8M | 6 | 2026-03-31 | → |
| 1379 | TABR CAPITAL MANAGEMENT, LLC | ORANGE | 129959 | $241.2M | 3 | 2026-03-31 | → |
| 1380 | KANE INVESTMENT MANAGEMENT, INC. | LOS GATOS | 127337 | $240.5M | 9 | 2026-03-31 | → |
| 1381 | BLUELINE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 338340 | $240.4M | 7 | 2026-06-30 | → |
| 1382 | KAIYO WEALTH LLC | SAN DIEGO | 316431 | $240.1M | 4 | 2026-04-30 | → |
| 1383 | MAREST CAPITAL, LLC | ENCINO | 315958 | $239.8M | 3 | 2026-02-28 | → |
| 1384 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | SAN DIEGO | 129803 | $239.4M | 5 | 2026-02-28 | → |
| 1385 | SEA CLIFF PARTNERS MANAGEMENT, LP | SAN FRANCISCO | 316909 | $239.4M | 5 | 2026-04-30 | → |
| 1386 | SWP FINANCIAL LLC | ENCINITAS | 327885 | $239.4M | 4 | 2026-04-30 | → |
| 1387 | HEIGHTS LLC | LOS ANGELES | 315969 | $239.2M | 3 | 2026-03-31 | → |
| 1388 | ORRELL CAPITAL MANAGMENT, INC. | LIVERMORE | 112487 | $238.9M | 3 | 2026-05-31 | → |
| 1389 | PROSSIMO ADVISORS LLC | SAN LUIS OBISPO | 289347 | $238.5M | 4 | 2026-03-31 | → |
| 1390 | STRATEGIC WEALTH CAPITAL, LLC | SAN FRANCISCO | 326299 | $238.4M | 5 | 2026-03-31 | → |
| 1391 | GOLDENSTONE WEALTH MANAGEMENT, LLC | EL DORADO HILLS | 310041 | $238.3M | 2 | 2026-02-28 | → |
| 1392 | CARLSBAD WEALTH ADVISORY GROUP, INC. | CARLSBAD | 146587 | $237.6M | 4 | 2026-03-31 | → |
| 1393 | MONTCALM TCR LLC | SAN FRANCISCO | 164521 | $237.5M | 4 | 2026-03-31 | → |
| 1394 | CASTLE WEALTH PLANNING LLC | SANTA BARBARA | 141601 | $236.4M | 3 | 2026-03-31 | → |
| 1395 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SAN DIEGO | 170093 | $235.7M | 8 | 2026-05-31 | → |
| 1396 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | SAN RAFAEL | 145096 | $235.4M | 2 | 2026-05-31 | → |
| 1397 | AMPERSAND CAPITAL GROUP, L.P. | BURLINGAME | 329612 | $235.1M | 3 | 2026-03-31 | → |
| 1398 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 1399 | HBA ADVISORS, LLC | PASADENA | 152050 | $234.3M | 4 | 2026-06-30 | → |
| 1400 | PRIMESTOR INVESTMENT MANAGEMENT, LLC | CULVER CITY | 322066 | $234.2M | 51 | 2026-05-31 | → |
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