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 | |
|---|---|---|---|---|---|---|---|
| 601 | SYMBIOTIC CAPITAL MANAGEMENT CO. LLC | LOS ANGELES | 325844 | $1.13B | 9 | 2026-03-31 | → |
| 602 | QVR LLC | SAN FRANCISCO | 288357 | $1.13B | 7 | 2026-03-31 | → |
| 603 | CLG LLC | LONG BEACH | 282605 | $1.12B | 35 | 2026-02-28 | → |
| 604 | VANTAGE WEALTH MANAGEMENT, LLC | SAN MATEO | 152374 | $1.12B | 9 | 2026-03-31 | → |
| 605 | FIDUCIARY FINANCIAL GROUP, LLC | SAN RAFAEL | 285681 | $1.12B | 10 | 2026-06-30 | → |
| 606 | MAR VISTA INVESTMENT PARTNERS, LLC | LOS ANGELES | 144906 | $1.12B | 19 | 2026-03-31 | → |
| 607 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | NEWPORT BEACH | 110347 | $1.12B | 13 | 2026-03-31 | → |
| 608 | CRESCENT COVE ADVISORS, LP | SAN FRANCISCO | 288111 | $1.11B | 11 | 2026-03-31 | → |
| 609 | CRESCENT CAP NT ADVISORS, LLC | LOS ANGELES | 324139 | $1.11B | 0 | 2026-03-31 | → |
| 610 | FINANCIAL ADVISORS NETWORK, INC. | TUSTIN | 152083 | $1.11B | 22 | 2026-03-31 | → |
| 611 | OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC | PALO ALTO | 289384 | $1.10B | 1 | 2026-04-30 | → |
| 612 | NEXA EQUITY LLC | SAN FRANCISCO | 317201 | $1.10B | 14 | 2026-03-31 | → |
| 613 | MONTEREY PRIVATE WEALTH, INC. | MONTEREY | 114572 | $1.10B | 13 | 2025-03-31 | → |
| 614 | TOWNELEY CAPITAL MANAGEMENT, INC. | LAGUNA HILLS | 169863 | $1.09B | 12 | 2026-04-30 | → |
| 615 | CS CAPITAL MANAGEMENT INC | EL SEGUNDO | 106492 | $1.09B | 7 | 2026-05-31 | → |
| 616 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 617 | WESCAP MANAGEMENT GROUP, INC. | GLENDALE | 104759 | $1.09B | 13 | 2026-03-31 | → |
| 618 | RIOT VENTURES MANAGEMENT, LLC | VENICE | 288647 | $1.09B | 9 | 2026-04-30 | → |
| 619 | CW INVESTMENT ADVISERS, LLC | LOS ANGELES | 305926 | $1.08B | 36 | 2026-03-31 | → |
| 620 | 5AM VENTURE MANAGEMENT, LLC | SAN FRANCISCO | 160395 | $1.08B | 32 | 2026-03-31 | → |
| 621 | CORVUS WEALTH ADVISORS LLC | TEMPLETON | 311261 | $1.08B | 19 | 2026-03-31 | → |
| 622 | CIM CAPITAL IC MANAGEMENT, LLC | LOS ANGELES | 301416 | $1.08B | 160 | 2026-03-31 | → |
| 623 | GREENLAKE ASSET MANAGEMENT LLC | SOUTH PASADENA | 221528 | $1.08B | 20 | 2026-03-31 | → |
| 624 | FORT BAKER CAPITAL MANAGEMENT LP | LARKSPUR | 282926 | $1.07B | 9 | 2026-03-31 | → |
| 625 | WAYPOINT WEALTH PARTNERS, INC. | MILL VALLEY | 131155 | $1.07B | 12 | 2025-03-31 | → |
| 626 | SPINNAKER INVESTMENT GROUP, LLC | NEWPORT BEACH | 283414 | $1.07B | 11 | 2026-06-30 | → |
| 627 | OCCIDENTAL ASSET MANAGEMENT, LLC | BURLINGAME | 168650 | $1.07B | 15 | 2026-06-30 | → |
| 628 | TRINITY ALPS CAPITAL PARTNERS, LP | SAN FRANCISCO | 287741 | $1.07B | 6 | 2026-03-31 | → |
| 629 | ALMITAS CAPITAL LLC | SANTA MONICA | 166705 | $1.07B | 12 | 2026-05-31 | → |
| 630 | CALTIUS CAPITAL MANAGEMENT, LP | LOS ANGELES | 157007 | $1.06B | 21 | 2026-03-31 | → |
| 631 | INSIGHT WEALTH STRATEGIES, LLC | SAN RAMON | 293644 | $1.06B | 12 | 2026-02-28 | → |
| 632 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | PASADENA | 120952 | $1.06B | 8 | 2026-03-31 | → |
| 633 | BRIO CONSULTANTS, LLC | SAN FRANCISCO | 289889 | $1.06B | 21 | 2026-06-30 | → |
| 634 | PRESTON CAPITAL LLC | ALISO VIEJO | 328417 | $1.05B | 18 | 2026-06-30 | → |
| 635 | MORLING FINANCIAL ADVISORS, LLC | FREMONT | 111819 | $1.05B | 21 | 2026-03-31 | → |
| 636 | WEAVER CONSULTING GROUP, LLC | HUNTINGTON BEACH | 287895 | $1.05B | 7 | 2026-04-30 | → |
| 637 | MANCHESTER FINANCIAL INC | WESTLAKE VILLAGE | 106071 | $1.05B | 19 | 2026-03-31 | → |
| 638 | THREE BRIDGE WEALTH ADVISORS, LLC | LOS ALTOS | 150460 | $1.05B | 10 | 2026-03-31 | → |
| 639 | RPG INVESTMENT ADVISORY, LLC | PLEASANTON | 172173 | $1.04B | 9 | 2026-01-31 | → |
| 640 | VIOLICH CAPITAL MANAGEMENT | MILL VALLEY | 111410 | $1.04B | 1 | 2026-05-31 | → |
| 641 | NEWFRONT RETIREMENT SERVICES, INC. | SAN MATEO | 167641 | $1.04B | 31 | 2026-06-30 | → |
| 642 | 3(38) INVESTMENT FIDUCIARIES INC. | SIMI VALLEY | 298053 | $1.04B | 2 | 2026-06-30 | → |
| 643 | BERYL CAPITAL MANAGEMENT, LLC | REDONDO BEACH | 269959 | $1.03B | 6 | 2026-03-31 | → |
| 644 | GOULD ASSET MANAGEMENT LLC | CLAREMONT | 113098 | $1.03B | 15 | 2026-04-30 | → |
| 645 | BANYAN TREE ASSET MANAGEMENT, LLC | TORRANCE | 168384 | $1.03B | 5 | 2026-04-30 | → |
| 646 | WEDBUSH FUND ADVISERS, LLC | PASADENA | 334057 | $1.02B | 5 | 2026-04-30 | → |
| 647 | CENTRICUS INVESTMENT ADVISORS (US) LLC | BEVERLY HILLS | 341654 | $1.02B | 20 | 2026-05-31 | → |
| 648 | JOCELYN INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 323831 | $1.01B | 2 | 2026-03-31 | → |
| 649 | VERITA STRATEGIC WEALTH PARTNERS, LLC | SAN FRANCISCO | 335215 | $1.01B | 9 | 2026-03-31 | → |
| 650 | NAVIGATION GROUP LLC | REDWOOD SHORES | 130982 | $1.01B | 6 | 2026-03-31 | → |
| 651 | MAIN MANAGEMENT FUND ADVISORS, LLC | SAN FRANCISCO | 281689 | $1.01B | 27 | 2026-03-31 | → |
| 652 | FERMATA ADVISORS, LLC | SONOMA | 305614 | $1.01B | 26 | 2026-06-30 | → |
| 653 | FPR PARTNERS LLC | SAN FRANCISCO | 157311 | $1.01B | 9 | 2025-05-31 | → |
| 654 | MIRADOR CAPITAL PARTNERS, LP | PLEASANTON | 173764 | $1.01B | 15 | 2026-06-30 | → |
| 655 | AIRE ADVISORS, LLC | BEVERLY HILLS | 307450 | $1.01B | 9 | 2026-06-30 | → |
| 656 | LATERAL INVESTMENT MANAGEMENT, LLC | BURLINGAME | 159649 | $1.00B | 24 | 2026-06-30 | → |
| 657 | FIVESPAN PARTNERS, LP | SAN FRANCISCO | 332551 | $1.00B | 9 | 2026-03-31 | → |
| 658 | COHEN CAPITAL MANAGEMENT INC | CORTE MADERA | 107903 | $1.00B | 7 | 2026-03-31 | → |
| 659 | JACKSON SQUARE PARTNERS, LLC | LARKSPUR | 170064 | $995.1M | 4 | 2025-03-31 | → |
| 660 | SYNTHETICFI LLC | SAN FRANCISCO | 330200 | $992.9M | 10 | 2026-04-30 | → |
| 661 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 662 | ENCOMPASS MORE ASSET MANAGEMENT LLC | DANVILLE | 322382 | $984.9M | 108 | 2026-06-30 | → |
| 663 | NEW FORESTS INC. | SAN FRANCISCO | 165267 | $981.9M | 22 | 2025-09-30 | → |
| 664 | BROADSHORE CAPITAL PARTNERS, LLC | LOS ANGELES | 119200 | $981.6M | 16 | 2026-03-31 | → |
| 665 | VILLAGE GLOBAL MANAGEMENT, L.L.C. | COVINA | 289258 | $978.7M | 13 | 2026-03-31 | → |
| 666 | BALMORAL MANAGEMENT II L.P. | LOS ANGELES | 164956 | $974.4M | 16 | 2026-04-30 | → |
| 667 | TDA, INC. | SAN MATEO | 112016 | $969.3M | 22 | 2025-12-31 | → |
| 668 | FACTORIAL FUNDS MANAGEMENT LLC | SAN FRANCISCO | 319107 | $967.0M | 6 | 2026-03-31 | → |
| 669 | BISON CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 160562 | $962.5M | 12 | 2026-03-31 | → |
| 670 | PARTNERS FOR GROWTH MANAGERS, LLC | TIBURON | 163495 | $962.2M | 21 | 2026-03-31 | → |
| 671 | CACHE ADVISORS LLC | SAN FRANCISCO | 323063 | $962.1M | 15 | 2026-05-31 | → |
| 672 | THE PACIFIC CENTER FOR FINANCIAL SERVICES | DANVILLE | 104557 | $960.6M | 4 | 2026-06-30 | → |
| 673 | FOCUS INVESTMENT ADVISORS, INC | SOLANA BEACH | 109970 | $956.2M | 7 | 2026-03-31 | → |
| 674 | TARBOX FAMILY OFFICE, INC. | NEWPORT BEACH | 106079 | $953.7M | 8 | 2026-03-31 | → |
| 675 | SLOW CAPITAL, INC. | GREENBRAE | 286688 | $953.3M | 4 | 2026-02-28 | → |
| 676 | BRICKLEY WEALTH MANAGEMENT | SAN MATEO | 287487 | $950.1M | 7 | 2026-05-31 | → |
| 677 | HUTCHINSON CAPITAL MANAGEMENT | SAN RAFAEL | 106158 | $941.7M | 7 | 2026-03-31 | → |
| 678 | RUDNEY ASSOCIATES, INC. | ALAMO | 110235 | $940.2M | 2 | 2026-03-31 | → |
| 679 | BLANKINSHIP & FOSTER, LLC | SOLANA BEACH | 104795 | $939.5M | 16 | 2026-03-31 | → |
| 680 | STRATTAM CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 171845 | $938.7M | 13 | 2026-03-31 | → |
| 681 | CRANE ADVISORY LLC | FULLERTON | 314432 | $934.6M | 12 | 2026-02-28 | → |
| 682 | TELESCOPE PARTNERS LLC | SAN FRANCISCO | 286637 | $934.0M | 12 | 2026-03-31 | → |
| 683 | CA FAMILY WEALTH LLC | BEVERLY HILLS | 285229 | $933.0M | 5 | 2025-03-31 | → |
| 684 | 3L CAPITAL MANAGEMENT, LLC | LOS ANGELES | 294003 | $932.3M | 4 | 2026-03-31 | → |
| 685 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 686 | STRATEGY ASSET MANAGERS L.L.C. | PASADENA | 109939 | $930.1M | 10 | 2026-06-30 | → |
| 687 | STATHEROS FINANCIAL SOLUTIONS, INC. | EL DORADO HILLS | 306217 | $926.2M | 15 | 2026-06-30 | → |
| 688 | MRAZ, AMERINE & ASSOCIATES, INC. | MODESTO | 158338 | $917.5M | 6 | 2026-03-31 | → |
| 689 | OLD WEST INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 148343 | $915.7M | 8 | 2026-03-31 | → |
| 690 | EXTRACT ADVISORS LLC | CALABASAS | 285535 | $914.4M | 9 | 2026-03-31 | → |
| 691 | BEVERLY HILLS PRIVATE WEALTH, LLC | BEVERLY HILLS | 321132 | $912.2M | 10 | 2026-03-31 | → |
| 692 | GUARDIAN FINANCIAL PARTNERS, LLC | ORANGE | 287652 | $911.9M | 4 | 2026-02-28 | → |
| 693 | TRIMER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 319428 | $901.5M | 6 | 2026-06-30 | → |
| 694 | FIRST TURN MANAGEMENT, LLC | SOLANA BEACH | 327421 | $900.1M | 4 | 2026-03-31 | → |
| 695 | KAIROS INVESTMENT MANAGEMENT COMPANY, LLC | IRVINE | 161321 | $897.2M | 50 | 2026-03-31 | → |
| 696 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 697 | STONEBRIDGE FINANCIAL GROUP, LLC | SAN RAFAEL | 340200 | $896.0M | 21 | 2026-04-30 | → |
| 698 | VANCE WEALTH, LLC | SANTA CLARITA | 310162 | $893.6M | 22 | 2026-05-31 | → |
| 699 | ONEPRIME CAPITAL LLC | PALO ALTO | 299697 | $892.3M | 10 | 2026-03-31 | → |
| 700 | TRAN CAPITAL MANAGEMENT, L.P. | SAN RAFAEL | 107049 | $890.3M | 7 | 2026-02-28 | → |
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