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 | |
|---|---|---|---|---|---|---|---|
| 801 | HAMILTON WEALTH, LLC | LOS ANGELES | 289462 | $697.8M | 4 | 2026-03-31 | → |
| 802 | PALO ALTO INVESTORS LP | PALO ALTO | 109171 | $696.0M | 10 | 2026-03-31 | → |
| 803 | PREMIER WEALTH ADVISORS, LLC | SAN DIEGO | 285510 | $694.9M | 6 | 2026-02-28 | → |
| 804 | COGENUITY PARTNERS, LLC | SAN FRANCISCO | 332474 | $693.8M | 16 | 2026-04-30 | → |
| 805 | BONNIE WUSZ & ASSOCIATES, INC. | ORANGE | 116471 | $692.8M | 5 | 2026-01-31 | → |
| 806 | LAZARI CAPITAL MANAGEMENT, INC. | BURBANK | 172932 | $691.1M | 14 | 2026-05-31 | → |
| 807 | KEENAN CAPITAL, LLC | BURLINGAME | 167390 | $687.6M | 6 | 2026-03-31 | → |
| 808 | ALLIANCE ADVISORY & SECURITIES, LLC | WESTLAKE VILLAGE | 18835 | $687.4M | 21 | 2026-04-30 | → |
| 809 | MA PRIVATE WEALTH, LLC | SAN CARLOS | 291366 | $686.0M | 7 | 2026-04-30 | → |
| 810 | SER CAPITAL PARTNERS MANAGEMENT, LP | REDWOOD CITY | 307713 | $685.8M | 11 | 2026-03-31 | → |
| 811 | VANTAGE WEALTH | PASADENA | 111324 | $683.8M | 6 | 2026-01-31 | → |
| 812 | PHOCAS FINANCIAL CORPORATION | ALAMEDA | 135470 | $682.7M | 10 | 2026-05-31 | → |
| 813 | DASH ACQUISITIONS INC. | WOODLAND HILLS | 135281 | $681.6M | 9 | 2026-03-31 | → |
| 814 | PENINSULA WEALTH, LLC | SAN FRANCISCO | 152436 | $676.4M | 7 | 2025-03-31 | → |
| 815 | YIHENG CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 163812 | $675.8M | 6 | 2026-03-31 | → |
| 816 | INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK | 146569 | $673.9M | 7 | 2026-03-31 | → |
| 817 | DIVERSIFI CAPITAL INC | LOS ALTOS | 242788 | $671.4M | 13 | 2026-05-31 | → |
| 818 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | FOLSOM | 105052 | $671.0M | 11 | 2026-04-30 | → |
| 819 | ELEVATION WEALTH PARTNERS, LLC | WALNUT CREEK | 123971 | $670.7M | 8 | 2026-05-31 | → |
| 820 | PACIFIC CAPITAL WEALTH ADVISORS, INC. | CORONA | 159294 | $668.6M | 9 | 2026-03-31 | → |
| 821 | DILIGENT INVESTORS, LLC | REDLANDS | 158708 | $663.1M | 3 | 2026-02-28 | → |
| 822 | CRUDEN BAY INVESTMENT MANAGEMENT, LLC | WESTLAKE VILLAGE | 284787 | $663.1M | 4 | 2026-03-31 | → |
| 823 | THREE ARCH WEALTH MANAGEMENT LLC | IRVINE | 333733 | $662.4M | 5 | 2026-06-30 | → |
| 824 | WESTSHORE WEALTH, LLC | NEWPORT BEACH | 283843 | $662.4M | 10 | 2026-03-31 | → |
| 825 | BETTERWEALTH LLC | SAN JOSE | 226661 | $659.9M | 6 | 2026-04-30 | → |
| 826 | ARCHER CAPITAL GROUP MANAGEMENT, LLC | LOS ANGELES | 317047 | $659.6M | 8 | 2026-04-30 | → |
| 827 | PURUS WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 174490 | $658.1M | 12 | 2026-03-31 | → |
| 828 | SPECTRUM ASSET MANAGEMENT INC | NEWPORT BEACH | 111007 | $657.3M | 12 | 2026-03-31 | → |
| 829 | M37 MANAGEMENT LP | MENLO PARK | 332714 | $656.4M | 6 | 2026-05-31 | → |
| 830 | WARREN STREET WEALTH ADVISORS, LLC | IRVINE | 173447 | $656.1M | 10 | 2026-03-31 | → |
| 831 | BMB ADVISERS LLC | LOS ANGELES | 118410 | $655.8M | 3 | 2026-03-31 | → |
| 832 | ROBINHOOD VENTURES DE, LLC | MENLO PARK | 339165 | $655.3M | 125 | 2026-05-31 | → |
| 833 | RBO & CO, LLC | ST. HELENA | 112172 | $654.8M | 8 | 2026-01-31 | → |
| 834 | ARIXA MANAGEMENT, LLC | LOS ANGELES | 336603 | $647.9M | 94 | 2026-03-31 | → |
| 835 | PEAKVIEW MANAGEMENT, LLC | MENLO PARK | 305663 | $646.4M | 5 | 2026-06-30 | → |
| 836 | DAFNA CAPITAL MANAGEMENT, LLC | LOS ANGELES | 129053 | $645.2M | 8 | 2026-03-31 | → |
| 837 | HERITAGE WEALTH MANAGEMENT, INC. | SAN DIEGO | 316956 | $643.4M | 13 | 2026-06-30 | → |
| 838 | LIBRA WEALTH LLC | LOS GATOS | 288098 | $639.8M | 5 | 2026-03-31 | → |
| 839 | TCFG INVESTMENT ADVISORS, LLC | LAGUNA NIGUEL | 166606 | $639.4M | 27 | 2026-04-30 | → |
| 840 | KARMEL CAPITAL MANAGEMENT LLC | SOLANA BEACH | 307701 | $636.1M | 8 | 2026-05-31 | → |
| 841 | MERRITT POINT PARTNERS LLC | OAKLAND | 298680 | $636.1M | 4 | 2026-04-30 | → |
| 842 | THE ROXBOROUGH GROUP, LLC | SAN FRANCISCO | 310949 | $636.0M | 15 | 2026-03-31 | → |
| 843 | CENTRAL VALLEY ADVISORS, LLC | SACRAMENTO | 324974 | $633.7M | 6 | 2026-06-30 | → |
| 844 | FORTEM FINANCIAL GROUP, LLC | PALM DESERT | 291662 | $631.9M | 10 | 2026-04-30 | → |
| 845 | BOLTHOUSE INVESTMENTS, LLC | BAKERSFIELD | 148531 | $631.2M | 9 | 2026-04-30 | → |
| 846 | L.S.Y., INC | SAN RAMON | 38 | $630.7M | 32 | 2026-06-30 | → |
| 847 | NEUMANN CAPITAL MANAGEMENT, LLC | FOSTER CITY | 112182 | $630.3M | 4 | 2026-03-31 | → |
| 848 | FINDEC WEALTH SERVICES, INC. | STOCKTON | 311949 | $627.9M | 5 | 2026-03-31 | → |
| 849 | ARIADNE WEALTH MANAGEMENT, LP | SANTA BARBARA | 170999 | $627.3M | 6 | 2026-03-31 | → |
| 850 | EPSILON FINANCIAL GROUP, INC. | FAIRFIELD | 111990 | $626.1M | 8 | 2026-06-30 | → |
| 851 | PORTFOLIO DESIGN LABS, LLC | ENCINO | 318127 | $624.9M | 5 | 2026-05-31 | → |
| 852 | FINANCIAL CONNECTIONS GROUP, INC. | LARKSPUR | 108906 | $624.6M | 7 | 2026-01-31 | → |
| 853 | L2 POINT MANAGEMENT LLC | SAN FRANCISCO | 317924 | $622.5M | 10 | 2026-05-31 | → |
| 854 | AVALAN, LLC | SANTA BARBARA | 156109 | $621.8M | 11 | 2026-03-31 | → |
| 855 | PARALLAXES CAPITAL MANAGEMENT, LLC | LOS ANGELES | 291657 | $620.8M | 4 | 2026-03-31 | → |
| 856 | TRI-AD CAPITAL MANAGEMENT I, LLC | ESCONDIDO | 324364 | $619.0M | 1 | 2026-03-31 | → |
| 857 | MERITAS WEALTH MANAGEMENT, LLC | SAN RAFAEL | 148565 | $618.9M | 12 | 2026-03-31 | → |
| 858 | SANCUS CAPITAL MANAGEMENT LP | LOS ANGELES | 157121 | $618.9M | 8 | 2026-03-31 | → |
| 859 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 860 | WEST WEALTH GROUP, LLC | IRVINE | 316644 | $616.7M | 35 | 2026-05-31 | → |
| 861 | CATALINA CAPITAL GROUP, LLC | TORRANCE | 172556 | $616.3M | 3 | 2026-02-28 | → |
| 862 | STOLPER & COMPANY | SAN DIEGO | 6911 | $615.7M | 2 | 2026-01-31 | → |
| 863 | FMB WEALTH MANAGEMENT | WESTLAKE VILLAGE | 122309 | $615.7M | 12 | 2026-04-30 | → |
| 864 | MEANINGFUL PARTNERS LLC | EL SEGUNDO | 306169 | $615.2M | 8 | 2026-03-31 | → |
| 865 | FINANCIAL ALTERNATIVES, INC. | LA JOLLA | 108245 | $614.8M | 13 | 2026-03-31 | → |
| 866 | WESPAC ADVISORS SOCAL, LLC | PASADENA | 158413 | $609.8M | 12 | 2026-06-30 | → |
| 867 | WOODWARD DIVERSIFIED CAPITAL, LLC | BAKERSFIELD | 306299 | $609.8M | 6 | 2026-03-31 | → |
| 868 | CALDWELL SUTTER CAPITAL, INC. | SAUSALITO | 10489 | $605.7M | 17 | 2026-04-30 | → |
| 869 | AR ASSET MANAGEMENT, INC. | WEST HOLLYWOOD | 110342 | $602.6M | 4 | 2025-09-30 | → |
| 870 | AGRIGLOBE LAND ADVISORS, LLC | FRESNO | 337868 | $602.2M | 4 | 2026-03-31 | → |
| 871 | PRAETORIAN WEALTH MANAGEMENT, INC. | CARMEL | 147814 | $598.7M | 8 | 2026-01-31 | → |
| 872 | MEASURED RISK PORTFOLIOS, INC. | SAN DIEGO | 141422 | $597.2M | 13 | 2026-04-30 | → |
| 873 | GARRISON POINT ADVISORS, LLC | WALNUT CREEK | 292016 | $597.1M | 10 | 2026-04-30 | → |
| 874 | OCTAHEDRON CAPITAL MANAGEMENT, L.P. | BURLINGAME | 309209 | $594.2M | 5 | 2026-03-31 | → |
| 875 | INCLUSIVE CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 309419 | $591.1M | 4 | 2026-05-31 | → |
| 876 | SECTION PARTNERS MANAGEMENT, LLC | PALO ALTO | 314618 | $590.0M | 10 | 2026-03-31 | → |
| 877 | MIG CAPITAL, LLC | NEWPORT BEACH | 160782 | $589.5M | 3 | 2026-03-31 | → |
| 878 | CASTLE ROCK WEALTH MANAGEMENT, LLC | WALNUT CREEK | 199513 | $587.1M | 7 | 2026-03-31 | → |
| 879 | CUADRILLA CAPITAL, LLC | SANTA BARBARA | 314510 | $586.6M | 9 | 2026-03-31 | → |
| 880 | ARX MANAGEMENT, LLC | EL SEGUNDO | 305659 | $586.5M | 4 | 2026-03-31 | → |
| 881 | AIMZ INVESTMENT ADVISORS LLC | LOS ALTOS | 155810 | $584.8M | 2 | 2026-03-31 | → |
| 882 | ROWLING & ASSOCIATES LLC | SAN DIEGO | 308292 | $583.0M | 14 | 2026-06-30 | → |
| 883 | AVALON CAPITAL MANAGEMENT | PORT OF REDWOOD CITY | 107501 | $582.2M | 5 | 2026-03-31 | → |
| 884 | STEWART WEALTH MANAGEMENT, INC. | SAN RAFAEL | 143425 | $581.5M | 4 | 2026-03-31 | → |
| 885 | EWG ELEVATE INC. | ROSEVILLE | 291805 | $578.4M | 23 | 2025-03-31 | → |
| 886 | BOXER CAPITAL MANAGEMENT, LLC | SAN DIEGO | 330106 | $578.2M | 19 | 2026-05-31 | → |
| 887 | ANGELENO GROUP, LLC | BEVERLY HILLS | 159677 | $576.5M | 12 | 2026-03-31 | → |
| 888 | WESTERN STANDARD, LLC | LOS ANGELES | 147864 | $574.9M | 8 | 2026-03-31 | → |
| 889 | CURTIS ADVISORY GROUP, LLC | SANTA BARBARA | 151695 | $573.7M | 3 | 2026-04-30 | → |
| 890 | G.W. SHERWOLD ASSOCIATES, INC. | LAKE FOREST | 42186 | $572.4M | 3 | 2026-02-28 | → |
| 891 | LINEPOINT PARTNERS & CO., LLC | LOS ANGELES | 332598 | $572.1M | 8 | 2026-03-31 | → |
| 892 | PAINTED PORCH ADVISORS LLC | SANTA BARBARA | 304375 | $571.9M | 21 | 2026-03-31 | → |
| 893 | TTP INVESTMENTS, INC. | SAN JOSE | 284082 | $570.6M | 3 | 2026-03-31 | → |
| 894 | BAY HILLS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 158603 | $569.8M | 7 | 2026-03-31 | → |
| 895 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 896 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 897 | DDFG, INC | THOUSAND OAKS | 317862 | $567.8M | 8 | 2026-04-30 | → |
| 898 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
| 899 | ALTERI WEALTH LLC | WESTLAKE VILLAGE | 331100 | $566.1M | 7 | 2026-06-30 | → |
| 900 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
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