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 | |
|---|---|---|---|---|---|---|---|
| 201 | LM CAPITAL GROUP, LLC | SAN DIEGO | 120277 | $6.10B | 20 | 2026-03-31 | → |
| 202 | VIVO CAPITAL LLC | PALO ALTO | 159868 | $6.10B | 62 | 2026-03-31 | → |
| 203 | SNYDER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 108518 | $6.09B | 17 | 2026-03-31 | → |
| 204 | KCM INVESTMENT ADVISORS, LLC | GREENBRAE | 109629 | $6.02B | 20 | 2026-03-31 | → |
| 205 | CAPITAL RESEARCH & CONSULTING LLC | PASADENA | 109868 | $5.99B | 8 | 2026-06-30 | → |
| 206 | PARALLAX VOLATILITY ADVISERS, L.P. | SAN FRANCISCO | 158143 | $5.98B | 51 | 2026-03-31 | → |
| 207 | SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC | MARINA DEL REY | 156909 | $5.94B | 41 | 2026-04-30 | → |
| 208 | WESTMOUNT PARTNERS, LLC | LOS ANGELES | 158857 | $5.94B | 39 | 2026-05-31 | → |
| 209 | INDEX FUND ADVISORS, INC. | IRVINE | 109143 | $5.93B | 50 | 2026-03-31 | → |
| 210 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | SAN DIEGO | 131660 | $5.87B | 5 | 2026-03-31 | → |
| 211 | SABAL INVESTMENT ADVISORS, LLC | IRVINE | 169572 | $5.83B | 16 | 2026-03-31 | → |
| 212 | STEPSTONE GROUP PRIVATE DEBT LLC | LA JOLLA | 323711 | $5.79B | 0 | 2026-06-30 | → |
| 213 | DALTON INVESTMENTS, INC. | EL SEGUNDO | 308609 | $5.72B | 46 | 2026-03-31 | → |
| 214 | WEDBUSH SECURITIES INC. | PASADENA | 877 | $5.68B | 897 | 2026-04-30 | → |
| 215 | METIS GLOBAL PARTNERS, LLC | SAN DIEGO | 167276 | $5.67B | 11 | 2026-05-31 | → |
| 216 | BORDEAUX WEALTH ADVISORS LLC | MENLO PARK | 287758 | $5.64B | 34 | 2025-05-31 | → |
| 217 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | SAN DIEGO | 13162 | $5.63B | 43 | 2026-06-30 | → |
| 218 | ALPHAPOINT, INC. | CORONA DEL MAR | 130115 | $5.56B | 1 | 2026-03-31 | → |
| 219 | SIERRA INVESTMENT PARTNERS, INC. | WALNUT CREEK | 110954 | $5.50B | 9 | 2026-03-31 | → |
| 220 | ALTOS VENTURES MANAGEMENT, INC. | BURLINGAME | 162777 | $5.45B | 41 | 2026-06-30 | → |
| 221 | QUIET CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 287484 | $5.39B | 39 | 2026-04-30 | → |
| 222 | SILVER ROCK FINANCIAL LP | LOS ANGELES | 283335 | $5.38B | 31 | 2026-03-31 | → |
| 223 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 224 | SOFINNOVA INVESTMENTS, INC. | MENLO PARK | 160297 | $5.37B | 41 | 2026-03-31 | → |
| 225 | ARENA CAPITAL ADVISORS LLC | LOS ANGELES | 170313 | $5.33B | 26 | 2026-05-31 | → |
| 226 | GLENDON CAPITAL MANAGEMENT L.P. | SANTA MONICA | 166119 | $5.24B | 19 | 2026-03-31 | → |
| 227 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 228 | NEXUS CAPITAL MANAGEMENT LP | LOS ANGELES | 168618 | $5.13B | 29 | 2026-04-30 | → |
| 229 | SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. | SAN FRANCISCO | 160292 | $5.11B | 95 | 2026-03-31 | → |
| 230 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 231 | RNC CAPITAL MANAGEMENT LLC | LOS ANGELES | 108618 | $5.10B | 63 | 2026-04-30 | → |
| 232 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 233 | FIRST FOUNDATION ADVISORS | IRVINE | 106075 | $5.06B | 53 | 2026-06-30 | → |
| 234 | PERCHERON INVESTMENT MANAGEMENT LP | SAN FRANCISCO | 312004 | $5.06B | 76 | 2026-03-31 | → |
| 235 | TCG CROSSOVER MANAGEMENT, LLC | PALO ALTO | 311718 | $5.06B | 16 | 2026-05-31 | → |
| 236 | PRECEPT ADVISORY GROUP LLC | IRVINE | 152776 | $5.01B | 8 | 2025-03-31 | → |
| 237 | EMPYREAN CAPITAL PARTNERS, LP | LOS ANGELES | 138978 | $4.97B | 31 | 2026-03-31 | → |
| 238 | DESTINATION WEALTH MANAGEMENT | WALNUT CREEK | 110365 | $4.95B | 68 | 2026-04-30 | → |
| 239 | PRIVATE MANAGEMENT GROUP INC | IRVINE | 104707 | $4.90B | 21 | 2026-04-30 | → |
| 240 | REDMILE GROUP, LLC | LARKSPUR | 143606 | $4.70B | 30 | 2026-06-30 | → |
| 241 | MENLO EQUITIES V LLC | MENLO PARK | 162139 | $4.69B | 52 | 2026-05-31 | → |
| 242 | ROUTE ONE INVESTMENT COMPANY, L.P. | SAN FRANCISCO | 156398 | $4.68B | 20 | 2026-03-31 | → |
| 243 | GLOBEFLEX CAPITAL LP | SAN DIEGO | 106417 | $4.60B | 26 | 2026-03-31 | → |
| 244 | HAWK RIDGE CAPITAL MANAGEMENT LP | LOS ANGELES | 163818 | $4.53B | 23 | 2026-03-31 | → |
| 245 | SIGNALFIRE MANAGEMENT SERVICES, LLC | SAN FRANCISCO | 194512 | $4.52B | 50 | 2026-03-31 | → |
| 246 | HALSEYPOINT ASSET MANAGEMENT, LLC | EL SEGUNDO | 305194 | $4.51B | 13 | 2026-03-31 | → |
| 247 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | PASADENA | 108033 | $4.48B | 40 | 2026-02-28 | → |
| 248 | SKYKNIGHT CAPITAL, L.P. | BURLINGAME | 281570 | $4.43B | 31 | 2026-03-31 | → |
| 249 | BERTRAM CAPITAL MANAGEMENT LLC | FOSTER CITY | 156920 | $4.43B | 46 | 2026-06-30 | → |
| 250 | NEXT LEGACY MANAGEMENT, LLC | PORTOLA VALLEY | 156640 | $4.41B | 26 | 2026-03-31 | → |
| 251 | SAND HILL GLOBAL ADVISORS, LLC | PALO ALTO | 111295 | $4.39B | 33 | 2026-03-31 | → |
| 252 | ADERO PARTNERS, LLC | WALNUT CREEK | 297808 | $4.38B | 50 | 2025-04-30 | → |
| 253 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
| 254 | HUMAN CAPITAL INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 296844 | $4.38B | 39 | 2026-05-31 | → |
| 255 | SCI CAPITAL PARTNERS LP | LOS ANGELES | 332592 | $4.37B | 13 | 2026-03-31 | → |
| 256 | THINK INVESTMENTS LP | SAN FRANCISCO | 169347 | $4.30B | 24 | 2026-04-30 | → |
| 257 | HENNESSY ADVISORS, INC. | NOVATO | 110770 | $4.25B | 19 | 2025-11-30 | → |
| 258 | SCHARF INVESTMENTS, LLC | LOS GATOS | 105508 | $4.21B | 23 | 2026-03-31 | → |
| 259 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | LONG BEACH | 105515 | $4.20B | 52 | 2026-03-31 | → |
| 260 | TRUELINK CAPITAL MANAGEMENT, LLC | LOS ANGELES | 323910 | $4.20B | 24 | 2026-03-31 | → |
| 261 | FLAHERTY & CRUMRINE INCORPORATED | PASADENA | 105499 | $4.15B | 14 | 2026-03-31 | → |
| 262 | STEELPEAK WEALTH, LLC | WOODLAND HILLS | 165168 | $4.15B | 84 | 2026-03-31 | → |
| 263 | NORTH REEF CAPITAL MANAGEMENT LP | LAGUNA BEACH | 311056 | $4.14B | 8 | 2026-03-31 | → |
| 264 | IPG INVESTMENT ADVISORS, LLC | SAN DIEGO | 152990 | $4.14B | 39 | 2026-03-31 | → |
| 265 | GERBER KAWASAKI, INC. | SANTA MONICA | 153649 | $4.11B | 59 | 2026-03-31 | → |
| 266 | FFL PARTNERS, LLC | SAN FRANCISCO | 156980 | $4.11B | 43 | 2026-03-31 | → |
| 267 | ALTAMONT CAPITAL MANAGEMENT, L.P. | PALO ALTO | 160498 | $4.02B | 55 | 2026-03-31 | → |
| 268 | HANWHA ASSET MANAGEMENT (USA) LTD. | SAN FRANCISCO | 288464 | $4.00B | 22 | 2026-04-30 | → |
| 269 | BRENTWOOD PRIVATE EQUITY, LLC | LOS ANGELES | 156558 | $3.97B | 26 | 2026-04-30 | → |
| 270 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | EL SEGUNDO | 110005 | $3.97B | 24 | 2026-03-31 | → |
| 271 | TEAM HEWINS, LLC | FOSTER CITY | 291194 | $3.97B | 29 | 2026-04-30 | → |
| 272 | PANTERA CAPITAL PARTNERS LP | SAN FRANCISCO | 284342 | $3.96B | 72 | 2026-03-31 | → |
| 273 | VERNAL POINT ADVISORS, LLC | SAN FRANCISCO | 166587 | $3.94B | 25 | 2026-03-31 | → |
| 274 | OCEAN PARK ASSET MANAGEMENT, LLC | SANTA MONICA | 145634 | $3.94B | 58 | 2026-05-31 | → |
| 275 | CROSSLINK CAPITAL, INC. | MENLO PARK | 109948 | $3.91B | 34 | 2026-03-31 | → |
| 276 | NEWVIEW CAPITAL MANAGEMENT, LLC | BURLINGAME | 298161 | $3.86B | 22 | 2026-04-30 | → |
| 277 | RIMROCK CAPITAL MANAGEMENT LLC | IRVINE | 120410 | $3.85B | 26 | 2026-04-30 | → |
| 278 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 279 | VALIANT CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 158071 | $3.83B | 29 | 2026-05-31 | → |
| 280 | LUMINATE CAPITAL MANAGEMENT, INC. | SAN FRANCISCO | 269873 | $3.82B | 10 | 2026-03-31 | → |
| 281 | KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO | 288792 | $3.80B | 88 | 2026-05-31 | → |
| 282 | ALPHA CUBED INVESTMENTS, LLC | COSTA MESA | 159347 | $3.78B | 29 | 2026-03-31 | → |
| 283 | NEOS PARTNERS, LP | SAN DIEGO | 323847 | $3.77B | 34 | 2026-05-31 | → |
| 284 | VECTOR CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 171172 | $3.75B | 51 | 2026-06-30 | → |
| 285 | KINGSWOOD CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 304649 | $3.75B | 33 | 2026-04-30 | → |
| 286 | AVANATH CAPITAL MANAGEMENT, LLC | IRVINE | 172704 | $3.75B | 103 | 2026-04-30 | → |
| 287 | CFT CAPITAL MANAGEMENT, LLC | LOS ANGELES | 319348 | $3.75B | 13 | 2026-05-31 | → |
| 288 | MERK INVESTMENTS LLC | PALO ALTO | 112305 | $3.71B | 7 | 2026-03-31 | → |
| 289 | RESOURCE CAPITAL INVESTMENT CORPORATION | CARLSBAD | 166722 | $3.71B | 4 | 2026-03-31 | → |
| 290 | MOZAIC, LLC | BEVERLY HILLS | 145777 | $3.64B | 14 | 2026-03-31 | → |
| 291 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | MANHATTAN BEACH | 141600 | $3.58B | 16 | 2026-03-31 | → |
| 292 | SIGFIG WEALTH MANAGEMENT LLC | SAN FRANCISCO | 158823 | $3.58B | 96 | 2026-02-28 | → |
| 293 | ABACUS WEALTH PARTNERS, LLC | SANTA MONICA | 128590 | $3.58B | 65 | 2026-05-31 | → |
| 294 | WESTERN INTERNATIONAL SECURITIES, INC. | PASADENA | 39262 | $3.51B | 407 | 2025-06-30 | → |
| 295 | LINDBROOK CAPITAL, LLC | CALABASAS | 155812 | $3.50B | 10 | 2025-02-28 | → |
| 296 | MAIN POST PARTNERS, L.P. | SAN FRANCISCO | 172703 | $3.47B | 23 | 2026-06-30 | → |
| 297 | MORTON CAPITAL MANAGEMENT, LLC | CALABASAS | 141250 | $3.47B | 58 | 2026-05-31 | → |
| 298 | TRIBE CAPITAL MANAGEMENT, LLC | SAN MATEO | 304697 | $3.44B | 27 | 2026-03-31 | → |
| 299 | DRAGONFLY DIGITAL MANAGEMENT, LLC | SAN FRANCISCO | 300750 | $3.44B | 34 | 2026-03-31 | → |
| 300 | ECOR1 CAPITAL, LLC | SAN FRANCISCO | 167121 | $3.42B | 22 | 2026-03-31 | → |
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