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 | |
|---|---|---|---|---|---|---|---|
| 1601 | PAUL & CO. WEALTH MANAGEMENT, INC. | ATASCADERO | 331617 | $164.7M | 2 | 2026-01-31 | → |
| 1602 | SHIMA CAPITAL MANAGEMENT LLC | IRVINE | 320929 | $164.6M | 11 | 2025-03-31 | → |
| 1603 | NORWOOD INVESTMENT PARTNERS, LP | MILL VALLEY | 156280 | $164.1M | 3 | 2025-05-31 | → |
| 1604 | CLUTINGER WILLIAMS & VERHOYE INC | SAN DIEGO | 111082 | $163.1M | 2 | 2025-09-30 | → |
| 1605 | DECAMILLA CAPITAL MANAGEMENT LLC | SACRAMENTO | 108027 | $162.9M | 2 | 2026-03-31 | → |
| 1606 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 1607 | BALLAST POINT FINANCIAL PLANNING, LLC | BURLINGAME | 283295 | $162.4M | 6 | 2026-05-31 | → |
| 1608 | FELL CAPITAL MANAGEMENT | NEWPORT BEACH | 104986 | $161.8M | 1 | 2026-03-31 | → |
| 1609 | BLOM & HOWELL FINANCIAL PLANNING, INC. | MODESTO | 311830 | $161.5M | 3 | 2026-05-31 | → |
| 1610 | CLEARPATH CAPITAL PARTNERS LLC | MENLO PARK | 111756 | $161.3M | 5 | 2026-04-30 | → |
| 1611 | CLAIRMONT CAPITAL GROUP, LLC | LOS ANGELES | 313639 | $160.3M | 7 | 2026-03-31 | → |
| 1612 | RICHEY ADVISORS, INC. | PLACENTIA | 277137 | $159.7M | 5 | 2026-04-30 | → |
| 1613 | SONOMA PRIVATE WEALTH LLC | NOVATO | 308547 | $158.5M | 6 | 2026-05-31 | → |
| 1614 | ZERMATT WEALTH PARTNERS LLC | SAN DIEGO | 105736 | $158.4M | 6 | 2026-06-30 | → |
| 1615 | FC360 WEALTH MANAGEMENT, INC. | ROSEVILLE | 171788 | $158.2M | 1 | 2026-03-31 | → |
| 1616 | RG FINANCIAL, LLC | CARLSBAD | 311162 | $158.1M | 3 | 2026-03-31 | → |
| 1617 | M2 FINANCIAL LLC | VALENCIA | 288829 | $158.0M | 6 | 2026-05-31 | → |
| 1618 | MORK CAPITAL MANAGEMENT, LLC | HEALDSBURG | 136154 | $157.4M | 3 | 2026-04-30 | → |
| 1619 | CROSSPOINT FINANCIAL, LLC | TUSTIN | 286443 | $157.1M | 1 | 2026-03-31 | → |
| 1620 | FINEC ASSET MANAGEMENT LLC | SAN DIEGO | 231789 | $157.0M | 6 | 2026-03-31 | → |
| 1621 | NATURAL BRIDGES FINANCIAL ADVISORS LLC | SANTA CRUZ | 148056 | $155.8M | 3 | 2026-06-30 | → |
| 1622 | WALK-ON CAPITAL, LLC | LOS ANGELES | 331407 | $155.1M | 9 | 2026-03-31 | → |
| 1623 | MERRITHEW & THORSTEN, INC. | SAN DIEGO | 133563 | $155.0M | 2 | 2026-02-28 | → |
| 1624 | SCION ASSET MANAGEMENT, LLC | SARATOGA | 167772 | $154.9M | 6 | 2025-03-31 | → |
| 1625 | DECISION INVESTMENTS, INC. | SAN DIEGO | 145073 | $154.9M | 3 | 2026-03-31 | → |
| 1626 | LAKE AVENUE FINANCIAL LLC | PASADENA | 315746 | $154.7M | 5 | 2026-03-31 | → |
| 1627 | NEWBURY CAPITAL MANAGEMENT, LLC | SOUTH PASADENA | 148516 | $154.1M | 5 | 2026-03-31 | → |
| 1628 | MCT ENTERTAINMENT ADVISORS LLC | WEST HOLLYWOOD | 328135 | $154.0M | 7 | 2026-03-31 | → |
| 1629 | MILLENNIUM INVESTMENT SERVICES | VAN NUYS | 108744 | $153.9M | 3 | 2026-03-31 | → |
| 1630 | ALESSANDRA CAPITAL MANAGEMENT, LLC | TORRANCE | 123305 | $153.5M | 3 | 2026-03-31 | → |
| 1631 | R.H. DINEL INVESTMENT COUNSEL,INC. | LOS ANGELES | 106688 | $153.5M | 2 | 2026-03-31 | → |
| 1632 | ARTA FINANCE WEALTH MANAGEMENT, LLC | MOUNTAIN VIEW | 318714 | $153.4M | 68 | 2026-06-30 | → |
| 1633 | CLEAR RETIREMENT ADVICE LLC | SAN MATEO | 292667 | $153.4M | 1 | 2026-03-31 | → |
| 1634 | TME FINANCIAL, INC. | HUNTINGTON BEACH | 322851 | $153.1M | 3 | 2026-03-31 | → |
| 1635 | GARNER FINANCIAL MANAGEMENT, INC. | LAFAYETTE | 131628 | $152.6M | 2 | 2026-02-28 | → |
| 1636 | DIMENSIONS WEALTH MANAGEMENT, LLC | ROSEVILLE | 298928 | $152.1M | 2 | 2026-03-31 | → |
| 1637 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 1638 | REDWOOD COAST FINANCIAL PARTNERS | EUREKA | 226560 | $151.8M | 4 | 2026-01-31 | → |
| 1639 | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. | WESTLAKE VILLAGE | 120228 | $151.6M | 4 | 2026-03-31 | → |
| 1640 | RED CRANE WEALTH MANAGEMENT, LLC | PALO ALTO | 284006 | $151.6M | 3 | 2026-02-28 | → |
| 1641 | REDWOOD GROVE WEALTH MANAGEMENT LLC | SAN RAFAEL | 150667 | $151.3M | 3 | 2026-03-31 | → |
| 1642 | CARMANDALIAN FINANCIAL GROUP, LLC | WESTLAKE VILLAGE | 292458 | $150.8M | 2 | 2026-04-30 | → |
| 1643 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP | CARLSBAD | 110516 | $150.5M | 4 | 2025-11-30 | → |
| 1644 | LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | GRANITE BAY | 319078 | $149.8M | 2 | 2026-05-31 | → |
| 1645 | ALTEGRIS ADVISORS, LLC | SAN JUAN CAPISTRANO | 154003 | $149.6M | 3 | 2025-03-31 | → |
| 1646 | SIDOXIA CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 145969 | $149.0M | 2 | 2026-06-30 | → |
| 1647 | SANDENA, INC. | SAN DIEGO | 322947 | $148.8M | 7 | 2026-03-31 | → |
| 1648 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | COSTA MESA | 146778 | $148.3M | 5 | 2026-03-31 | → |
| 1649 | BAKER STREET CAPITAL MANAGEMENT, LLC | LOS ANGELES | 160775 | $148.2M | 3 | 2024-12-31 | → |
| 1650 | BROADWING CAPITAL ADVISORS, INC. | LARKSPUR | 127513 | $148.0M | 2 | 2026-02-28 | → |
| 1651 | TOTAL WEALTH SOLUTIONS, INC. | LOS ALTOS | 327794 | $148.0M | 2 | 2026-05-31 | → |
| 1652 | GLOBAL WEALTH STRATEGIES LLC | PALO ALTO | 127059 | $147.0M | 1 | 2026-04-30 | → |
| 1653 | BWA, LLC | SAN MATEO | 154878 | $146.9M | 1 | 2026-01-31 | → |
| 1654 | STONE STEPS FINANCIAL, LLC | ENCINITAS | 175289 | $146.6M | 6 | 2026-03-31 | → |
| 1655 | WESTBOUND EQUITY MANAGEMENT, LLC | PALO ALTO | 306955 | $146.2M | 5 | 2026-01-31 | → |
| 1656 | FMB RETIREMENT SERVICES | WESTLAKE VILLAGE | 164571 | $146.2M | 12 | 2026-03-31 | → |
| 1657 | CORNERSTONE WEALTH ADVISORS, INC. | CARLSBAD | 309544 | $145.6M | 4 | 2026-02-28 | → |
| 1658 | DESMOND WEALTH MANAGEMENT, INC. | WALNUT CREEK | 118200 | $145.0M | 2 | 2026-03-31 | → |
| 1659 | SCENIC MANAGEMENT LLC | SAN FRANCISCO | 315808 | $144.6M | 4 | 2026-06-30 | → |
| 1660 | HAVEN CAPITAL GROUP, INC. | WESTLAKE VILLAGE | 149641 | $143.9M | 1 | 2026-03-31 | → |
| 1661 | AQUA CAPITAL ADVISORS LLC | LOS ANGELES | 151887 | $143.8M | 4 | 2026-04-30 | → |
| 1662 | PROCORE ADVISORS, LLC | NEWPORT BEACH | 289037 | $143.7M | 3 | 2026-03-31 | → |
| 1663 | FOG CITY ADVISORS, LLC | ALBANY | 321822 | $143.6M | 5 | 2026-03-31 | → |
| 1664 | MAYFIELD ADVISORS, INC. | PALO ALTO | 144072 | $143.5M | 4 | 2026-03-31 | → |
| 1665 | APPIAN WAY FINANCIAL LLC | PASADENA | 168109 | $142.9M | 1 | 2026-03-31 | → |
| 1666 | ULTRA ADVISORY GROUP LLC | IRVINE | 338775 | $142.6M | 1 | 2026-04-30 | → |
| 1667 | RITTMANN CAPITAL MANAGEMENT CO | MORAGA | 108762 | $142.4M | 1 | 2026-01-31 | → |
| 1668 | RJ PATTERSON CAPITAL INVESTMENT GROUP INC. | SAN DIEGO | 281752 | $142.4M | 5 | 2026-06-30 | → |
| 1669 | MEDIA WEALTH, LLC | WALNUT CREEK | 308446 | $142.3M | 3 | 2025-04-30 | → |
| 1670 | SYNDICATED CAPITAL, INC. | DIAMOND BAR | 29037 | $142.0M | 12 | 2026-03-31 | → |
| 1671 | PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC | LOS GATOS | 173288 | $141.5M | 2 | 2026-03-31 | → |
| 1672 | BOURKE WEALTH MANAGEMENT | SANTA BARBARA | 297957 | $141.4M | 4 | 2026-02-28 | → |
| 1673 | ST. CLAIR FINANCIAL LLC | ROSEVILLE | 151251 | $141.3M | 2 | 2026-02-28 | → |
| 1674 | DERIVE WEALTH LLC | PASADENA | 284619 | $141.3M | 2 | 2026-01-31 | → |
| 1675 | ENTRUST INVESTMENT SERVICES, INC | CAMPBELL | 324860 | $141.1M | 3 | 2026-03-31 | → |
| 1676 | MPWA, INC. | BAKERSFIELD | 148484 | $140.8M | 3 | 2026-04-30 | → |
| 1677 | SHERMAN ASSET MANAGEMENT, INC. | VENTURA | 170861 | $140.8M | 1 | 2026-06-30 | → |
| 1678 | BOSMAN WEALTH MANAGEMENT, LLC | REDLANDS | 290550 | $140.1M | 1 | 2026-03-31 | → |
| 1679 | CLAREMONT FINANCIAL GROUP,INC. | CLAREMONT | 107806 | $140.0M | 4 | 2026-03-31 | → |
| 1680 | LEGACY PCG, LLC | NEWPORT | 283909 | $139.8M | 2 | 2026-03-31 | → |
| 1681 | SIKORSKI WEALTH MANAGEMENT, LLC | SAN DIEGO | 312805 | $139.6M | 3 | 2026-03-31 | → |
| 1682 | MAYA ADVISORS, INC. | PALO ALTO | 144325 | $138.2M | 1 | 2026-05-31 | → |
| 1683 | TANO CAPITAL, LLC | SAN MATEO | 160367 | $138.0M | 1 | 2026-03-31 | → |
| 1684 | STOCK FARM PARTNERS LLC | PALO ALTO | 300060 | $137.7M | 1 | 2026-03-31 | → |
| 1685 | APPLE & ASSOCIATES | GRASS VALLEY | 126849 | $137.7M | 4 | 2026-03-31 | → |
| 1686 | WALLENDER, TIMOTHY JOSEPH | MANHATTAN BEACH | 138301 | $137.3M | 1 | 2026-04-30 | → |
| 1687 | DEFINED FINANCIAL PLANNING LLC | SAN RAFAEL | 310137 | $137.3M | 5 | 2025-06-30 | → |
| 1688 | 21 WEST WEALTH MANAGEMENT LLC | TUSTIN | 304532 | $137.1M | 2 | 2026-06-30 | → |
| 1689 | ASCENSION WEALTH PARTNERS, LLC | PLEASANT HILL | 146451 | $136.9M | 2 | 2026-01-31 | → |
| 1690 | COOKE WEALTH MANAGEMENT, LLC | IRVINE | 127309 | $136.9M | 3 | 2026-02-28 | → |
| 1691 | JOHN W. BROOKER & CO., CPAS, PC | OAKLAND | 105437 | $136.4M | 10 | 2026-02-28 | → |
| 1692 | J K R & COMPANY, INC. | VAN NUYS | 8040 | $136.3M | 5 | 2026-05-31 | → |
| 1693 | WEALTHRISE FINANCIAL PLANNING, LLC | CARLSBAD | 283764 | $136.0M | 2 | 2026-03-31 | → |
| 1694 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 1695 | 15 EQUITY, LLC | SANTA BARBARA | 310628 | $135.9M | 7 | 2026-03-31 | → |
| 1696 | LIGHT CAPITAL LLC | SANTA MONICA | 323373 | $135.3M | 2 | 2026-03-31 | → |
| 1697 | CRYSTAL COVE ASSET MANAGEMENT, LLC | NEWPORT BEACH | 289810 | $135.2M | 2 | 2026-03-31 | → |
| 1698 | DREAMERS MANAGEMENT LLC | EL SEGUNDO | 299919 | $135.2M | 7 | 2026-03-31 | → |
| 1699 | COLTON WEALTH MANAGEMENT | ARCADIA | 150486 | $135.1M | 3 | 2026-02-28 | → |
| 1700 | BAY CLIADAKIS & ASSOCIATES, LLC | CHICO | 301214 | $135.0M | 3 | 2026-03-31 | → |
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