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 | |
|---|---|---|---|---|---|---|---|
| 1901 | BUENA CAPITAL ADVISORS LLC | SAN FRANCISCO | 328122 | $12.6M | 4 | 2026-03-31 | → |
| 1902 | VALUE TREND CAPITAL MANAGEMENT LP | EL CAJON | 108716 | $11.9M | 1 | 2026-03-31 | → |
| 1903 | BALANCE CASH MANAGEMENT INC. | SAN FRANCISCO | 333867 | $11.6M | 10 | 2026-04-30 | → |
| 1904 | LIGHTCAP FINANCIAL GROUP, LLC | SAN DIEGO | 334873 | $11.3M | 1 | 2025-08-31 | → |
| 1905 | BANCREEK CAPITAL STRATEGIES, LLC | SANTA MONICA | 341539 | $11.2M | 3 | 2026-05-31 | → |
| 1906 | HIGHLINE ASSET MANAGEMENT, LLC | SHERMAN OAKS | 332483 | $10.7M | 3 | 2026-03-31 | → |
| 1907 | SIGNATURE INTELLIGENT PORTFOLIOS, LLC | LOS ANGELES | 281391 | $10.5M | 3 | 2025-03-31 | → |
| 1908 | VOLT EQUITY LLC | SAN FRANCISCO | 310402 | $10.3M | 3 | 2025-04-30 | → |
| 1909 | CORGI STRATEGIES, LLC | SAN FRANCISCO | 337985 | $10.0M | 1 | 2026-03-31 | → |
| 1910 | MANEY WEALTH LLC | SAN FRANCISCO | 340078 | $9.4M | 1 | 2026-05-31 | → |
| 1911 | JOURNEY EQUITY WEALTH MANAGEMENT LLC | DOWNEY | 335931 | $9.2M | 2 | 2025-10-31 | → |
| 1912 | UNITY WEALTH PARTNERS LLC | NEWPORT BEACH | 316222 | $7.1M | 2 | 2026-06-30 | → |
| 1913 | CALTIER ADVISORS, LLC | POWAY | 317263 | $6.9M | 3 | 2025-10-31 | → |
| 1914 | PACIFIC POINT WEALTH MANAGEMENT, LLC | CARLSBAD | 338392 | $6.5M | 5 | 2026-01-31 | → |
| 1915 | PLENTY FINANCIAL RIA, LLC | SAN FRANCISCO | 323767 | $6.2M | 6 | 2025-03-31 | → |
| 1916 | GT INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 325619 | $5.5M | 1 | 2026-01-31 | → |
| 1917 | DISTRIBUTION COGNIZANT, LLC | PALO ALTO | 322048 | $5.3M | 3 | 2026-03-31 | → |
| 1918 | BERILIUM TECHNOLOGIES, INC. | LAKE FOREST | 327058 | $4.5M | 2 | 2026-03-31 | → |
| 1919 | SAGEWATER WEALTH MANAGEMENT LLC | BEVERLY HILLS | 332662 | $4.2M | 2 | 2025-03-31 | → |
| 1920 | GET MOVING INC | SAN FRANCISCO | 329172 | $4.1M | 4 | 2026-06-30 | → |
| 1921 | PENSERRA WEALTH MANAGEMENT LLC | ORINDA | 333218 | $2.5M | 2 | 2026-06-30 | → |
| 1922 | AI FUNDS, INC. | SAUSALITO | 328886 | $2.1M | 3 | 2026-04-30 | → |
| 1923 | INSIGHT ADVISORS, LLC | LOS ANGELES | 109137 | $1.7M | 1 | 2026-03-31 | → |
| 1924 | HARVEST CAPITAL STRATEGIES LLC | SAN FRANCISCO | 130037 | $1.1M | 57 | 2025-03-31 | → |
| 1925 | SIDEPOCKET INC | SAN FRANCISCO | 312031 | $914,547 | 16 | 2026-03-31 | → |
| 1926 | AURA FINANCE, INC. | COVINA, | 318940 | $684,936 | 3 | 2025-03-31 | → |
| 1927 | STOCKPILE INVESTMENT ADVISORS, INC. | SAN FRANCISCO | 332799 | $562,222 | 15 | 2026-03-31 | → |
| 1928 | LLOYD TEVIS INVESTMENTS, LLC | LAFAYETTE | 323061 | $435,000 | 4 | 2026-03-31 | → |
| 1929 | ELITE TAMP LLC | CARMEL BY THE SEA | 327535 | $322,063 | 1 | 2026-06-30 | → |
| 1930 | MOSTT INC. | SHERMAN OAKS | 332063 | $254,054 | 4 | 2026-03-31 | → |
| 1931 | MUNIFI, LLC | HERMOSA BEACH | 331613 | $197,892 | 1 | 2026-03-31 | → |
| 1932 | KOLL BREN SCHREIBER REALTY ADVISORS, INC. | NEWPORT BEACH | 108568 | $128,212 | 79 | 2025-03-31 | → |
| 1933 | WING FINANCIAL INC. | NEWPORT BEACH | 333826 | $127,775 | 2 | 2026-03-31 | → |
| 1934 | SOCIALTRADER.AI INC. | SAN DIEGO | 326985 | $73,145 | 4 | 2026-03-31 | → |
| 1935 | MARYGOLD & CO. ADVISORY SERVICES, LLC | WALNUT CREEK | 310439 | $30,725 | 11 | 2025-01-31 | → |
| 1936 | INVESTING ONLINE LLC | LOS ANGELES | 329196 | $1,698 | 2 | 2025-03-31 | → |
| 1937 | MAZUMAGO INC (DBA TRUSS) | SAN FRANCISCO | 334136 | $1,000 | 9 | 2025-03-31 | → |
| 1938 | ENDOWE ADVISORY LLC | SAN JOSE | 338697 | $300 | 1 | 2026-04-30 | → |
| 1939 | ACCELAR, INC. | SAN JOSE | 314872 | $300 | 0 | 2025-06-30 | → |
| 1940 | AFT US CAPITAL LLC | SAN FRANCISCO | 335448 | $216 | 3 | 2026-03-31 | → |
| 1941 | MORA ADVISORS LLC | SANTA ANA | 333845 | $150 | 1 | 2025-02-28 | → |
| 1942 | PANTHEON VENTURES INC. | SAN FRANCISCO | 110091 | $11 | 1 | 2026-03-31 | → |
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