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 | |
|---|---|---|---|---|---|---|---|
| 1801 | WERLEMANN SECURITIES LLC | NEWPORT BEACH | 317777 | $110.0M | 1 | 2026-02-28 | → |
| 1802 | VERAZ ADVISORS, LLC | SAN RAMON | 304619 | $109.6M | 8 | 2026-06-30 | → |
| 1803 | FAIRLIGHT ADVISORS LLC | SAN FRANCISCO | 305352 | $109.3M | 2 | 2026-03-31 | → |
| 1804 | INSIGHT WEALTH STRATEGIES, LP | IRVINE | 151437 | $109.2M | 2 | 2025-03-31 | → |
| 1805 | AII CAPITAL MANAGEMENT, LLC | MOORPARK | 299674 | $108.6M | 1 | 2026-03-31 | → |
| 1806 | FINANCES FOR REAL LIFE | LOMPOC | 324090 | $108.6M | 2 | 2026-06-30 | → |
| 1807 | LYNCH FINANCIAL ADVISORS, INC | ROSEVILLE | 342560 | $108.6M | 3 | 2026-06-30 | → |
| 1808 | DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. | IRVINE | 300058 | $107.4M | 2 | 2026-03-31 | → |
| 1809 | NORTH BAY WEALTH MANAGEMENT | PETALUMA | 285523 | $107.3M | 2 | 2026-03-31 | → |
| 1810 | ENDURE CAPITAL, LLC | LAKE FOREST | 338391 | $106.9M | 2 | 2026-03-31 | → |
| 1811 | ELLA FINANCIAL ADVISING LLC | OAKLAND | 307357 | $106.9M | 1 | 2026-02-28 | → |
| 1812 | EAGLESON ARNDT FINANCIAL ADVISORS, LLC | THOUSAND OAKS | 134098 | $106.6M | 1 | 2026-05-31 | → |
| 1813 | FOX, ROGER BENNETT | ENCINO | 129367 | $106.4M | 2 | 2026-05-31 | → |
| 1814 | CHANGING PARAMETERS, LLC | LOS ALTOS | 132551 | $105.4M | 4 | 2026-03-31 | → |
| 1815 | CLEARVIEW INVESTMENT PARTNERS, LLC | COSTA MESA | 150046 | $105.3M | 3 | 2026-03-31 | → |
| 1816 | KUKUI TREE CAPITAL MANAGEMENT LLC | PALO ALTO | 330374 | $105.2M | 2 | 2026-06-30 | → |
| 1817 | RED SEVEN | ESCONDIDO | 168542 | $104.4M | 4 | 2026-06-30 | → |
| 1818 | WELLACRE WEALTH MANAGEMENT, LLC | SANTA MONICA | 306770 | $104.3M | 2 | 2026-02-28 | → |
| 1819 | HILLBERG CAPITAL MANAGEMENT, LLC | TURLOCK | 130291 | $103.9M | 2 | 2026-05-31 | → |
| 1820 | MUSE CAPITAL MANAGEMENT LLC | SANTA MONICA | 304463 | $103.8M | 1 | 2025-12-31 | → |
| 1821 | BRIGHT LAKE WEALTH MANAGEMENT, LLC | ROSEVILLE | 323513 | $103.6M | 17 | 2026-04-30 | → |
| 1822 | ALAMO CAPITAL | WALNUT CREEK | 26193 | $103.6M | 20 | 2026-03-31 | → |
| 1823 | ABUNDANT WEALTH PARTNERS, LLC | SANTA BARBARA | 317221 | $103.2M | 2 | 2026-03-31 | → |
| 1824 | STILLWATER CAPITAL MANAGEMENT, CORP | CARMEL-BY-THE-SEA | 313075 | $102.5M | 3 | 2026-06-30 | → |
| 1825 | CAPITAL SYNERGY PARTNERS, INC. | IRVINE | 148733 | $102.3M | 46 | 2026-06-30 | → |
| 1826 | WYNN CAPITAL MANAGEMENT, LLC | SANTA CRUZ | 119355 | $102.0M | 3 | 2026-03-31 | → |
| 1827 | SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. | SAN RAMON | 132777 | $102.0M | 5 | 2026-04-30 | → |
| 1828 | AUTILUS PARTNERS LLC | SANTA MONICA | 322882 | $101.0M | 4 | 2026-03-31 | → |
| 1829 | SAGENT WEALTH MANAGEMENT | LAGUNA BEACH | 147890 | $100.4M | 3 | 2026-03-31 | → |
| 1830 | CAPITAL INVESTMENT MANAGEMENT, LLC | ROSEVILLE | 150705 | $100.1M | 3 | 2026-05-31 | → |
| 1831 | CARDINAL POINT CAPITAL LLC | SAN FRANCISCO | 141166 | $100.0M | 5 | 2026-03-31 | → |
| 1832 | ENDURANT CAPITAL MANAGEMENT LP | SAN MATEO | 168707 | $98.3M | 1 | 2025-05-31 | → |
| 1833 | PACIFIC WEALTH ADVISORY SERVICES LLC | DANVILLE | 330888 | $96.3M | 2 | 2026-02-28 | → |
| 1834 | PENSERRA GLOBAL INVESTORS LLC | ORINDA | 174309 | $96.2M | 12 | 2026-05-31 | → |
| 1835 | SAXON SECURITIES LLC | SAN FRANCISCO | 155168 | $94.6M | 2 | 2026-03-31 | → |
| 1836 | COVE STREET CAPITAL, LLC | HERMOSA BEACH | 156260 | $93.8M | 2 | 2026-03-31 | → |
| 1837 | PEAK FINANCIAL PLANNING, LLC | CANOGA PARK | 317288 | $93.0M | 7 | 2026-05-31 | → |
| 1838 | GENESIS CAPITAL, LLC | LOS ANGELES | 170568 | $92.5M | 22 | 2024-12-31 | → |
| 1839 | MUNDOVAL CAPITAL MANAGEMENT, INC. | LA JOLLA | 132553 | $91.9M | 3 | 2026-02-28 | → |
| 1840 | WAVE DIGITAL ASSETS LLC | LOS ANGELES | 305726 | $91.9M | 33 | 2026-03-31 | → |
| 1841 | PRUNEYARD FINANCIAL GROUP, INC. | CUPERTINO | 117378 | $90.9M | 1 | 2026-06-30 | → |
| 1842 | NOVAWAVE CAPITAL LLC | MENLO PARK | 333205 | $90.0M | 4 | 2026-04-30 | → |
| 1843 | PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY | GLENDALE | 106962 | $87.5M | 6 | 2026-06-30 | → |
| 1844 | STRUCK CAPITAL MANAGEMENT LLC | SANTA MONICA | 283905 | $84.9M | 5 | 2026-03-31 | → |
| 1845 | JACOB ASSET MANAGEMENT OF NEW YORK LLC | HERMOSA BEACH | 112006 | $84.1M | 3 | 2026-03-31 | → |
| 1846 | NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC | NEWPORT BEACH | 165451 | $81.8M | 5 | 2026-03-31 | → |
| 1847 | SEASIDE ADVISORY SERVICES, INC. | CARLSBAD | 289985 | $81.2M | 4 | 2026-05-31 | → |
| 1848 | ARISTOTLE CREDIT PARTNERS, LLC | LOS ANGELES | 169959 | $81.1M | 2 | 2025-10-31 | → |
| 1849 | MARIN WEALTH ADVISORS LLC | SAN RAFAEL | 123237 | $69.4M | 3 | 2026-06-30 | → |
| 1850 | SANTARA WEALTH MANAGEMENT LLC | SAN DIEGO | 333780 | $68.7M | 2 | 2025-08-31 | → |
| 1851 | BLACK HILL CAPITAL PARTNERS, LLC | SAN FRANCISCO | 118291 | $67.7M | 1 | 2026-03-31 | → |
| 1852 | PRINCIPLY, INC. | SAN FRANCISCO | 281813 | $62.9M | 15 | 2026-03-31 | → |
| 1853 | RCM ROBINSON CAPITAL MANAGEMENT LLC | SACRAMENTO | 112814 | $61.8M | 1 | 2026-03-31 | → |
| 1854 | DIPSEA CAPITAL, LLC | MILL VALLEY | 257787 | $61.3M | 4 | 2026-06-30 | → |
| 1855 | HAYDEN CAPITAL LLC | LOS ANGELES | 283201 | $60.9M | 1 | 2025-07-31 | → |
| 1856 | ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC | SAN DIEGO | 159094 | $59.2M | 4 | 2026-03-31 | → |
| 1857 | FIRSTHAND CAPITAL MANAGEMENT, INC. | SAN JOSE | 150647 | $58.6M | 5 | 2026-03-31 | → |
| 1858 | TRANSGLOBAL ADVISORY, LLC | MONROVIA | 168709 | $58.3M | 28 | 2026-06-30 | → |
| 1859 | KAILAI ADVISERS LTD. | LOS ANGELES | 161692 | $57.8M | 9 | 2026-05-31 | → |
| 1860 | WIN TEAM INSURANCE SERVICES, INC. | IRVINE | 136680 | $56.6M | 3 | 2025-04-30 | → |
| 1861 | TWENTY-FIVE CAPITAL PARTNERS, LLC | NEWPORT BEACH | 338735 | $54.6M | 3 | 2026-04-30 | → |
| 1862 | WESTPARK CAPITAL, INC. | LOS ANGELES | 39914 | $53.1M | 11 | 2026-06-30 | → |
| 1863 | C1 ADVISORS LLC | PALO ALTO | 331914 | $53.1M | 4 | 2026-03-31 | → |
| 1864 | SKY VISION WEALTH MANAGEMENT CORP. | IRVINE | 317320 | $52.8M | 2 | 2026-03-31 | → |
| 1865 | ANCHOR BAY PRIVATE WEALTH LLC | CARLSBAD | 327418 | $51.7M | 7 | 2026-03-31 | → |
| 1866 | BANCREEK CAPITAL MANAGEMENT, LP | SANTA MONICA | 312900 | $49.3M | 3 | 2026-03-31 | → |
| 1867 | ATLAS FINANCIAL ADVISORS, INC. | OROVILLE | 160276 | $46.9M | 3 | 2026-03-31 | → |
| 1868 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 1869 | INSIGHTS INVESTMENTS LLC | PALO ALTO | 309727 | $45.8M | 1 | 2026-03-31 | → |
| 1870 | MAZE INVESTMENTS, LLC | LOS ANGELES | 153913 | $45.7M | 3 | 2026-06-30 | → |
| 1871 | SMART PORTFOLIO LLC | BREA | 324633 | $44.1M | 2 | 2026-02-28 | → |
| 1872 | MW INVESTMENT STRATEGY | EL DORADO HILLS | 118433 | $42.8M | 6 | 2026-03-31 | → |
| 1873 | ALTERNATIVE ACCESS FUNDS, LLC | EL SEGUNDO | 305210 | $42.5M | 1 | 2026-02-28 | → |
| 1874 | CAPITAL FINANCIAL CONSULTANTS GROUP, INC. | SAN JUAN CAPISTRANO | 133657 | $42.0M | 5 | 2025-07-31 | → |
| 1875 | ARIMATHEA | FORT BRAGG | 330140 | $39.9M | 5 | 2026-03-31 | → |
| 1876 | CATTON CAPITAL PARTNERS, LLC | SAN FRANCISCO | 339336 | $39.6M | 2 | 2026-06-30 | → |
| 1877 | HARVESTWISE WEALTH LLC | ESCONDIDO | 333146 | $38.3M | 1 | 2025-03-31 | → |
| 1878 | HERON ADVISORY INC. | SAN FRANCISCO | 327608 | $37.7M | 17 | 2026-03-31 | → |
| 1879 | MREC MANAGEMENT, LLC | LOS ANGELES | 277076 | $35.2M | 4 | 2024-12-31 | → |
| 1880 | STRATEGIC ADVOCATES, LLC | SACRAMENTO | 316858 | $33.7M | 3 | 2026-04-30 | → |
| 1881 | ACQUIRERS FUNDS, LLC | ROLLING HILLS | 298309 | $33.1M | 1 | 2026-02-28 | → |
| 1882 | ARCA CAPITAL MANAGEMENT, LLC | MARINA DEL REY | 305964 | $32.8M | 11 | 2026-03-31 | → |
| 1883 | TVV ADVISERS, LLC | PLEASANTON | 322542 | $31.3M | 2 | 2026-03-31 | → |
| 1884 | BRAVE NEW WEALTH, LLC | WESTLAKE VILLAGE | 336030 | $31.1M | 1 | 2025-11-30 | → |
| 1885 | QUILLU INC | SAN FRANCISCO | 170975 | $30.0M | 2 | 2026-03-31 | → |
| 1886 | SENECA PRIVATE WEALTH, LLC | LOS ANGELES | 334161 | $29.9M | 5 | 2026-06-30 | → |
| 1887 | SMARTADVISOR LLC | SAN FRANCISCO | 319690 | $29.2M | 8 | 2026-03-31 | → |
| 1888 | GORDIAN CAPITAL MANAGEMENT, LLC | MILL VALLEY | 337799 | $28.4M | 7 | 2026-03-31 | → |
| 1889 | CLEVERALPHA ASSET MANAGEMENT, LLC | HAWTHORNE | 301620 | $28.3M | 4 | 2026-05-31 | → |
| 1890 | AP-FINANCIAL LLC | MOUNTAIN VIEW | 334805 | $27.9M | 1 | 2025-05-31 | → |
| 1891 | PANTHEON INFRA ADVISORS, LLC | SAN FRANCISCO | 335463 | $26.6M | 7 | 2026-03-31 | → |
| 1892 | BRAYPARK WEALTH MANAGEMENT | COSTA MESA | 334880 | $24.6M | 4 | 2025-08-31 | → |
| 1893 | ALBERT INVESTMENTS, LLC | SANTA BARBARA | 298006 | $22.7M | 3 | 2026-02-28 | → |
| 1894 | DOUBLE FINANCE INC. | SAN FRANCISCO | 329617 | $20.3M | 5 | 2025-06-30 | → |
| 1895 | YARASH GLOBAL SOLUTIONS INC. | GLENDALE | 335185 | $18.0M | 1 | 2026-01-31 | → |
| 1896 | BLOOM INVESTMENT ADVISORS, LLC | SAN FRANCISCO | 317405 | $17.7M | 6 | 2026-03-31 | → |
| 1897 | SVOF/MM, LLC | SANTA MONICA | 132205 | $16.4M | 4 | 2026-06-30 | → |
| 1898 | STERLING FINANCIAL GROUP, INC. | PASADENA | 300327 | $16.1M | 7 | 2026-02-28 | → |
| 1899 | WEALTHETIC LLC | SAN DIEGO | 334809 | $13.2M | 1 | 2025-07-31 | → |
| 1900 | ARGOS GLOBAL ADVISORS, LLC | SANTA BARBARA | 287672 | $13.0M | 3 | 2026-03-31 | → |
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