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 | |
|---|---|---|---|---|---|---|---|
| 701 | J.P. KING ADVISORS, INC. | WALNUT CREEK | 112109 | $889.7M | 7 | 2026-03-31 | → |
| 702 | WESTSIDE INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 154522 | $888.8M | 14 | 2026-02-28 | → |
| 703 | REMY INVESTORS & CONSULTANTS, LLC | LOS ANGELES | 326958 | $887.6M | 6 | 2026-05-31 | → |
| 704 | SAGE RHINO CAPITAL LLC | MENLO PARK | 290148 | $883.7M | 10 | 2026-03-31 | → |
| 705 | INTELLIGENCE DRIVEN ADVISERS, LLC | CARLSBAD | 299589 | $881.9M | 22 | 2026-03-31 | → |
| 706 | LEISURE CAPITAL MANAGEMENT, INC. | COSTA MESA | 120374 | $874.0M | 10 | 2026-03-31 | → |
| 707 | INTEGRITY GROWTH PARTNERS, L.P. | LOS ANGELES | 307975 | $872.6M | 12 | 2026-03-31 | → |
| 708 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | WALNUT CREEK | 107326 | $872.2M | 12 | 2026-03-31 | → |
| 709 | BRIDGEWEALTH ADVISORY GROUP, LLC | FRESNO | 293514 | $868.9M | 10 | 2026-03-31 | → |
| 710 | HIGHLINE WEALTH PARTNERS, LLC | SHERMAN OAKS | 284712 | $867.9M | 17 | 2026-06-30 | → |
| 711 | CHARGER INVESTMENT PARTNERS LP | EL SEGUNDO | 307191 | $865.3M | 14 | 2026-03-31 | → |
| 712 | KEYSTONE WEALTH SERVICES, LLC | PALM DESERT | 301924 | $860.7M | 11 | 2026-02-28 | → |
| 713 | VIRGO INVESTMENT GROUP LLC | BURLINGAME | 157297 | $857.4M | 9 | 2026-03-31 | → |
| 714 | DELTA INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 149596 | $856.7M | 25 | 2026-04-30 | → |
| 715 | BLUME CAPITAL MANAGEMENT, INC. | BERKELEY | 111768 | $856.6M | 7 | 2026-05-31 | → |
| 716 | GT INVESTMENT PARTNERS, LP | IRVINE | 315867 | $853.5M | 6 | 2026-03-31 | → |
| 717 | HH CAPITAL MANAGEMENT, INC. | HERMOSA BEACH | 310147 | $851.4M | 1 | 2026-03-31 | → |
| 718 | AFFINITY CAPITAL ADVISORS LLC | BERKELEY | 166226 | $851.3M | 11 | 2026-03-31 | → |
| 719 | CHANNEL WEALTH, LLC | SANTA BARBARA | 323461 | $850.9M | 17 | 2026-04-30 | → |
| 720 | AMERICAN MONEY MANAGEMENT, LLC | RANCHO SANTA FE | 115357 | $844.0M | 13 | 2026-03-31 | → |
| 721 | FIRST LIGHT RETIREMENT, LLC | DEL MAR | 314509 | $843.7M | 2 | 2026-03-31 | → |
| 722 | AKKADIAN VENTURES, INC. | SAN FRANCISCO | 171036 | $841.2M | 14 | 2026-04-30 | → |
| 723 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MENLO PARK | 140262 | $838.1M | 9 | 2025-05-31 | → |
| 724 | TORREYANA CAPITAL, LLC | LA JOLLA | 329075 | $837.4M | 10 | 2026-06-30 | → |
| 725 | REDWOOD HOLDINGS, LLC | SANTA MONICA | 173916 | $837.0M | 3 | 2026-04-30 | → |
| 726 | FINANCIAL SENSE ADVISORS, INC. | SAN DIEGO | 111090 | $835.6M | 11 | 2026-06-30 | → |
| 727 | ONE FIN CAPITAL MANAGEMENT LP | SAN FRANCISCO | 283490 | $830.6M | 6 | 2026-03-31 | → |
| 728 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | BERKELEY | 136431 | $829.8M | 16 | 2026-03-31 | → |
| 729 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 730 | HACK VC MANAGEMENT, LLC | PALO ALTO | 315702 | $822.8M | 15 | 2026-03-31 | → |
| 731 | LONGTAIL ALPHA, LLC | NEWPORT BEACH | 282615 | $822.4M | 9 | 2026-02-28 | → |
| 732 | OPES WEALTH MANAGEMENT, LLC | MENLO PARK | 299704 | $822.3M | 8 | 2026-05-31 | → |
| 733 | FLC CAPITAL ADVISORS | PALM DESERT | 111822 | $822.2M | 9 | 2026-04-30 | → |
| 734 | ALBITZ/MILOE AND ASSOCIATES, INC. | TORRANCE | 104777 | $820.6M | 5 | 2026-03-31 | → |
| 735 | PREMIER FINANCIAL GROUP INC | EUREKA | 107314 | $819.9M | 17 | 2026-03-31 | → |
| 736 | ELYXIUM WEALTH LLC | BEVERLY HILLS | 328603 | $819.0M | 6 | 2026-05-31 | → |
| 737 | DIVISAR CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 149091 | $812.8M | 3 | 2026-03-31 | → |
| 738 | PROSPERITAS FINANCIAL, LLC | VALENCIA | 315768 | $812.5M | 33 | 2026-03-31 | → |
| 739 | INTEGRIS WEALTH MANAGEMENT, LLC | MONTEREY | 111336 | $812.0M | 18 | 2026-04-30 | → |
| 740 | NELSON CAPITAL MANAGEMENT, LLC | MENLO PARK | 129776 | $810.8M | 10 | 2026-04-30 | → |
| 741 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 742 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 743 | FELICITAS GLOBAL PARTNERS, LLC | PASADENA | 292411 | $804.4M | 15 | 2026-05-31 | → |
| 744 | SOLSTEIN CAPITAL, LLC | MENLO PARK | 157888 | $801.8M | 6 | 2026-03-31 | → |
| 745 | FINANCIAL FOCUS LLC | CARLSBAD | 282177 | $800.0M | 8 | 2026-01-31 | → |
| 746 | RELEVANT WEALTH ADVISORS, LLC | MILL VALLEY | 1489 | $799.0M | 4 | 2026-03-31 | → |
| 747 | BOFCAL ASSET MANAGEMENT INC. | MENLO PARK | 166828 | $797.6M | 5 | 2025-03-31 | → |
| 748 | FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC | MENLO PARK | 310407 | $793.8M | 11 | 2026-06-30 | → |
| 749 | MONARCH PLAN ADVISORS | SIMI VALLEY | 286612 | $792.6M | 5 | 2026-06-30 | → |
| 750 | CALMWATER ASSET MANAGEMENT, LLC | EL SEGUNDO | 282617 | $792.5M | 8 | 2026-03-31 | → |
| 751 | THE WEALTH COLLABORATIVE, INC. | CORONA DEL MAR | 142618 | $791.6M | 3 | 2026-03-31 | → |
| 752 | GLOBAL IMC LLC | SOLANA BEACH | 170870 | $790.0M | 22 | 2026-03-31 | → |
| 753 | WESTHILL FINANCIAL ADVISORS, INC. | SAN RAFAEL | 152506 | $789.4M | 11 | 2026-03-31 | → |
| 754 | BELL INVESTMENT ADVISORS INC | ORINDA | 108383 | $787.6M | 14 | 2026-06-30 | → |
| 755 | SHORENSTEIN INVESTMENT ADVISERS LLC | SAN FRANCISCO | 328584 | $787.5M | 33 | 2026-03-31 | → |
| 756 | CONSILIUM WEALTH MANAGEMENT, LLC | DANVILLE | 155343 | $786.9M | 9 | 2025-02-28 | → |
| 757 | ENCORE CONSUMER CAPITAL, LP | SAN FRANCISCO | 157228 | $786.2M | 12 | 2026-03-31 | → |
| 758 | COASTLANDS CAPITAL LP | SAN FRANCISCO | 335329 | $785.0M | 5 | 2026-04-30 | → |
| 759 | WHELAN FINANCIAL | FRESNO | 107227 | $781.8M | 9 | 2026-01-31 | → |
| 760 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | SAN DIEGO | 286567 | $780.4M | 11 | 2026-03-31 | → |
| 761 | LEGACY PARTNERS, LLC | LOS ANGELES | 159473 | $777.9M | 4 | 2026-01-31 | → |
| 762 | PALO ALTO WEALTH ADVISORS, LLC | PALO ALTO | 285326 | $770.4M | 6 | 2025-03-31 | → |
| 763 | BLUE ZONE WEALTH ADVISORS, LLC | LOS ANGELES | 305943 | $770.0M | 7 | 2026-03-31 | → |
| 764 | WILSEY ASSET MANAGEMENT INCORPORATED | SAN DIEGO | 130482 | $768.5M | 9 | 2026-03-31 | → |
| 765 | ACME, LLC | SAN FRANCISCO | 168736 | $767.5M | 10 | 2026-03-31 | → |
| 766 | JEPPSON WEALTH MANAGEMENT, LLC | MANHATTAN BEACH | 305552 | $763.2M | 7 | 2026-03-31 | → |
| 767 | SLWA, LLC | SAN LUIS OBISPO | 309506 | $760.0M | 6 | 2026-03-31 | → |
| 768 | SWEENEY & MICHEL, LLC | CHICO | 282595 | $752.6M | 3 | 2026-03-31 | → |
| 769 | BANYAN ALPHA INVESTMENT L.P. | SOUTH SAN FRANCISCO | 311857 | $751.9M | 5 | 2026-03-31 | → |
| 770 | SPANOS BARBER JESSE & CO., LLC | WALNUT CREEK | 293841 | $749.4M | 19 | 2026-03-31 | → |
| 771 | SFE INVESTMENT COUNSEL INC. | LOS ANGELES | 145530 | $748.4M | 14 | 2025-12-31 | → |
| 772 | CRCM L.P. | SAN FRANCISCO | 160976 | $746.7M | 13 | 2026-04-30 | → |
| 773 | PARKSIDE ADVISORS LLC | BERKELEY | 125553 | $746.5M | 9 | 2025-05-31 | → |
| 774 | RUNNING POINT CAPITAL ADVISORS LLC | EL SEGUNDO | 306275 | $745.6M | 9 | 2026-03-31 | → |
| 775 | CUREWELL CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318142 | $744.3M | 7 | 2026-05-31 | → |
| 776 | KAYE CAPITAL MANAGEMENT | EL SEGUNDO | 109329 | $743.2M | 6 | 2025-02-28 | → |
| 777 | GRADIENT CAPITAL ADVISORS, LLC | SAN DIEGO | 168912 | $742.2M | 7 | 2026-02-28 | → |
| 778 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 779 | GENERATE CAPITAL ADVISORS, PB LLC | SAN FRANCISCO | 318680 | $737.2M | 29 | 2026-04-30 | → |
| 780 | INDABA CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 157905 | $736.8M | 14 | 2025-06-30 | → |
| 781 | CLARITY WEALTH ADVISORS, LLC | SAN JOSE | 157913 | $732.9M | 5 | 2026-03-31 | → |
| 782 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 783 | NAVALIGN, LLC | ENCINO | 119919 | $731.9M | 10 | 2026-04-30 | → |
| 784 | TRAVEKA WEALTH, LLC | LOS ALTOS | 328421 | $730.8M | 7 | 2026-02-28 | → |
| 785 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | SAN FRANCISCO | 131413 | $730.0M | 9 | 2026-03-31 | → |
| 786 | HUBER CAPITAL MANAGEMENT LLC | EL SEGUNDO | 143344 | $729.2M | 11 | 2026-04-30 | → |
| 787 | THE CYPRESS FUNDS LLC | LOS ANGELES | 107502 | $723.2M | 7 | 2026-03-31 | → |
| 788 | BITWISE INVESTMENT MANAGER, LLC | SAN FRANCISCO | 317943 | $721.8M | 26 | 2026-06-30 | → |
| 789 | R. S. CRUM, INC. | NEWPORT BEACH | 158621 | $720.7M | 9 | 2026-03-31 | → |
| 790 | MEDINA VALUE PARTNERS, LLC | LOS ANGELES | 155192 | $717.2M | 7 | 2026-03-31 | → |
| 791 | ATLAS LEGACY ADVISORS LLC | LOS ANGELES | 329888 | $715.0M | 5 | 2026-03-31 | → |
| 792 | USCF ADVISERS LLC | WALNUT CREEK | 171962 | $714.9M | 14 | 2026-03-31 | → |
| 793 | FRONTIER GLOBAL PARTNERS LLC | LA JOLLA | 145341 | $713.1M | 10 | 2026-02-28 | → |
| 794 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 795 | RIDGECREST WEALTH PARTNERS, LLC | SAN RAFAEL | 311984 | $705.1M | 3 | 2026-03-31 | → |
| 796 | PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC | SAN CARLOS | 283261 | $703.6M | 4 | 2026-04-30 | → |
| 797 | SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | CORONA | 146132 | $702.3M | 25 | 2026-03-31 | → |
| 798 | KTF INVESTMENTS, LLC | SEAL BEACH | 337465 | $700.2M | 7 | 2026-03-31 | → |
| 799 | TIDEMARK MANAGEMENT COMPANY LP | MENLO PARK | 313541 | $699.6M | 16 | 2026-03-31 | → |
| 800 | TEMPUS WEALTH PLANNING, LLC | IRVINE | 285349 | $699.4M | 9 | 2026-03-31 | → |
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