Research Report · 2026-06-30
Institutional Registered Investment Advisers in the West Coast
SEC-registered investment advisers in the West Coast ranked by reported institutional client assets.
Firms
1,395
Total AUM
$22.20T
Median AUM
$479.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | AXIOM WEALTH STRATEGIES, LLC | BEND | 313124 | $124.7M | 3 | 2026-03-31 | → |
| 1202 | WEALTH COMPASS FINANCIAL, INC. | CARLSBAD | 290139 | $115.4M | 2 | 2026-04-30 | → |
| 1203 | LEWIS ASSET MANAGEMENT, LLC | LAFAYETTE | 143409 | $387.1M | 5 | 2026-05-31 | → |
| 1204 | EAGLESON ARNDT FINANCIAL ADVISORS, LLC | THOUSAND OAKS | 134098 | $106.6M | 1 | 2026-05-31 | → |
| 1205 | RUNNING POINT CAPITAL ADVISORS LLC | EL SEGUNDO | 306275 | $745.6M | 9 | 2026-03-31 | → |
| 1206 | THE WEALTH COLLABORATIVE, INC. | CORONA DEL MAR | 142618 | $791.6M | 3 | 2026-03-31 | → |
| 1207 | GOLDMAN LANCASTER, INC. | LONG BEACH | 136134 | $360.5M | 5 | 2026-04-30 | → |
| 1208 | O'DONNELL FINANCIAL SERVICES, LLC | SAN RAFAEL | 172520 | $427.1M | 12 | 2026-03-31 | → |
| 1209 | HUDSON FINANCIAL SERVICES, INC. | AUBURN | 309675 | $118.6M | 4 | 2026-05-31 | → |
| 1210 | PACIFIC EXCEL WEALTH ADVISORS, INC. | WALNUT CREEK | 172356 | $110.8M | 3 | 2026-05-31 | → |
| 1211 | FIDUCIARY FINANCIAL GROUP, LLC | SAN RAFAEL | 285681 | $1.12B | 10 | 2026-06-30 | → |
| 1212 | ARCA INVESTMENT MANAGEMENT, LLC | MARINA DEL REY | 298298 | $188.1M | 25 | 2026-03-31 | → |
| 1213 | ULTRA ADVISORY GROUP LLC | IRVINE | 338775 | $142.6M | 1 | 2026-04-30 | → |
| 1214 | TRELLIS WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 154861 | $479.8M | 4 | 2026-03-31 | → |
| 1215 | KELSEY FINANCIAL, LLC | MOORPARK | 314950 | $176.2M | 8 | 2026-03-31 | → |
| 1216 | BOURKE WEALTH MANAGEMENT | SANTA BARBARA | 297957 | $141.4M | 4 | 2026-02-28 | → |
| 1217 | BBJS FINANCIAL ADVISORS, LLC | SEATTLE | 115969 | $331.5M | 3 | 2026-03-31 | → |
| 1218 | AWR INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 118538 | $131.6M | 2 | 2026-03-31 | → |
| 1219 | LEWIS FINANCIAL, LLC | SAN LUIS OBISPO | 170324 | $133.9M | 3 | 2026-02-28 | → |
| 1220 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 1221 | INDIVIDUAL ASSET MANAGEMENT, INC | SAN MATEO | 123418 | $173.1M | 5 | 2026-03-31 | → |
| 1222 | RING MOUNTAIN CAPITAL, LLC | TIBURON | 288714 | $222.1M | 1 | 2026-06-30 | → |
| 1223 | TWEET MANAGEMENT SERVICES, INC. | LA MESA | 156730 | $120.5M | 1 | 2026-04-30 | → |
| 1224 | FORONJY FINANCIAL LLC | SANTA BARBARA | 332380 | $278.0M | 7 | 2026-02-28 | → |
| 1225 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 1226 | FISCHER INVESTMENT STRATEGIES, LLC | WESTLAKE VILLAGE | 156883 | $251.9M | 5 | 2026-02-28 | → |
| 1227 | RETIREMENTADVICE | JKA | ANAHEIM | 153803 | $267.3M | 4 | 2026-03-31 | → |
| 1228 | DORCHESTER CAPITAL ADVISORS, LLC | LOS ANGELES | 157965 | $1.65B | 15 | 2026-03-31 | → |
| 1229 | RIDGECREST WEALTH PARTNERS, LLC | SAN RAFAEL | 311984 | $705.1M | 3 | 2026-03-31 | → |
| 1230 | LEWIS CAPITAL MANAGEMENT, LLC | BEVERLY HILLS | 133619 | $180.2M | 1 | 2026-03-31 | → |
| 1231 | JMK & ASSOCIATES, LLC | SPOKANE | 312760 | $268.4M | 4 | 2026-01-31 | → |
| 1232 | GREENSHIELDS CAPITAL LLC | EL SEGUNDO | 284814 | $192.5M | 2 | 2026-03-31 | → |
| 1233 | PATHWISE WEALTH PARTNERS, LLC | WALNUT CREEK | 174215 | $255.0M | 4 | 2026-02-28 | → |
| 1234 | CAIRN INVESTMENT GROUP, INC. | VANCOUVER | 143601 | $385.0M | 6 | 2026-04-30 | → |
| 1235 | MADSON WEALTH ADVISORS INC. | SANTA ROSA | 338608 | $208.7M | 3 | 2026-04-30 | → |
| 1236 | FINANCIAL AVENGERS, INC. | OAKLAND | 119636 | $488.4M | 2 | 2026-03-31 | → |
| 1237 | QCA CAPITAL MANAGEMENT INC | LOS ANGELES | 112104 | $252.2M | 8 | 2026-04-30 | → |
| 1238 | INVESTORS PORTFOLIO SERVICES LLC | PUYALLUP | 117299 | $238.8M | 3 | 2026-03-31 | → |
| 1239 | BRISTLECONE VALUE PARTNERS, LLC | LOS ANGELES | 128117 | $188.4M | 3 | 2026-02-28 | → |
| 1240 | REDWOOD GROVE WEALTH MANAGEMENT LLC | SAN RAFAEL | 150667 | $151.3M | 3 | 2026-03-31 | → |
| 1241 | JOHNSON BIXBY & ASSOCIATES, LLC | VANCOUVER | 310839 | $933.7M | 15 | 2026-03-31 | → |
| 1242 | WESTCAP MANAGEMENT, LLC | SAN FRANCISCO | 301822 | $7.44B | 73 | 2026-03-31 | → |
| 1243 | ASPIREAN WEALTH, LLC | MILL VALLEY | 173138 | $233.2M | 6 | 2026-01-31 | → |
| 1244 | PETRIE CAPITAL MANAGEMENT LLC. | SEATTLE | 136480 | $105.2M | 1 | 2026-02-28 | → |
| 1245 | PARIAX, LLC | NEWPORT BEACH | 301474 | $115.4M | 3 | 2026-03-31 | → |
| 1246 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 1247 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 145540 | $358.9M | 11 | 2025-12-31 | → |
| 1248 | TORREY GROWTH & INCOME ADVISORS, LLC | DEL MAR | 139940 | $328.4M | 5 | 2026-04-30 | → |
| 1249 | CASCADE FINANCIAL STRATEGIES, LLC | BEND | 166610 | $150.9M | 5 | 2026-03-31 | → |
| 1250 | AUTHENTIKOS WEALTH ADVISORY LLC | MORGAN HILL | 286646 | $184.1M | 5 | 2026-03-31 | → |
| 1251 | BLUE INVESTMENT PARTNERS LLC | DANVILLE | 298444 | $342.1M | 2 | 2025-04-30 | → |
| 1252 | SKYLINER WEALTH, LLC | BEND | 332426 | $151.4M | 5 | 2026-03-31 | → |
| 1253 | GEVERS WEALTH MANAGEMENT, LLC | ISSAQUAH | 340092 | $223.7M | 5 | 2026-06-30 | → |
| 1254 | ARROYO INVESTMENT GROUP, LLC | PASADENA | 130243 | $319.5M | 8 | 2026-06-30 | → |
| 1255 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | VANCOUVER | 157019 | $237.1M | 4 | 2026-02-28 | → |
| 1256 | GKV CAPITAL MANAGEMENT CO INC | WALNUT CREEK | 108767 | $357.2M | 3 | 2026-02-28 | → |
| 1257 | O'CONNOR WEALTH MANAGEMENT, INC. | MONROVIA | 152316 | $179.1M | 2 | 2026-06-30 | → |
| 1258 | FISHER & WIENS WEALTH MANAGEMENT, LLC | DANVILLE | 286079 | $250.3M | 1 | 2026-03-31 | → |
| 1259 | VERIDAN WEALTH LLC | WEST LINN | 329666 | $667.2M | 5 | 2026-06-30 | → |
| 1260 | CTA WEALTH ADVISORS, INC. | BURBANK | 113007 | $175.2M | 4 | 2026-03-31 | → |
| 1261 | GOLDBERG FINANCIAL ADVISORS, LLC | EL SEGUNDO | 158147 | $120.3M | 1 | 2026-04-30 | → |
| 1262 | FULLERTON ADVISORS, LLC | DANVILLE | 148880 | $120.4M | 1 | 2026-01-31 | → |
| 1263 | SUMMA GLOBAL ADVISORS, LLC | CLACKAMAS | 148713 | $144.1M | 2 | 2026-06-30 | → |
| 1264 | MONOGRAM CAPITAL MANAGEMENT, L.P. | BEVERLY HILLS | 290197 | $1.79B | 11 | 2026-06-30 | → |
| 1265 | DEL MAR WEALTH MANAGEMENT INC | DEL MAR | 175022 | $169.9M | 3 | 2026-03-31 | → |
| 1266 | ARGYLE CAPITAL PARTNERS, LLC | LOS ANGELES | 162246 | $213.6M | 3 | 2026-03-31 | → |
| 1267 | GOYETTE FINANCIAL PLANNING, INC | THOUSAND OAKS | 133566 | $196.7M | 1 | 2026-02-28 | → |
| 1268 | SIKORSKI WEALTH MANAGEMENT, LLC | SAN DIEGO | 312805 | $139.6M | 3 | 2026-03-31 | → |
| 1269 | WEST WEALTH GROUP, LLC | IRVINE | 316644 | $616.7M | 35 | 2026-05-31 | → |
| 1270 | FLYWHEEL PRIVATE WEALTH LLC | LOS ALTOS | 325690 | $415.0M | 2 | 2026-03-31 | → |
| 1271 | CARTER FINANCIAL, LLC | LA JOLLA | 298327 | $282.3M | 3 | 2026-03-31 | → |
| 1272 | SERENUS WEALTH ADVISORS, LLC | SANTA MONICA | 332034 | $1.47B | 6 | 2026-06-30 | → |
| 1273 | ENTRUST INVESTMENT SERVICES, INC | CAMPBELL | 324860 | $141.1M | 3 | 2026-03-31 | → |
| 1274 | SOUTH BAY FINANCIAL PARTNERS GROUP, INC. | TORRANCE | 175015 | $114.8M | 5 | 2026-03-31 | → |
| 1275 | PERSONAL INVESTMENT MANAGEMENT INC | REDMOND | 107829 | $567.6M | 6 | 2025-02-28 | → |
| 1276 | TORTUGA WEALTH MANAGEMENT, INC. | TORRANCE | 153737 | $222.9M | 4 | 2026-02-28 | → |
| 1277 | INTEGRITY WEALTH PARTNERS, LLC | WALNUT CREEK | 167314 | $193.9M | 4 | 2026-03-31 | → |
| 1278 | BANTA ASSET MANAGEMENT LP | NEWPORT BEACH | 142987 | $128.7M | 4 | 2026-02-28 | → |
| 1279 | AVANTIA INVESTMENT SERVICES, LLC | SEATTLE | 307869 | $119.1M | 3 | 2026-04-30 | → |
| 1280 | CASCADE WEALTH ADVISORS, INC | WENATCHEE | 158470 | $228.1M | 3 | 2026-02-28 | → |
| 1281 | FORTITUDE ADVISORY GROUP L.L.C. | GIG HARBOR | 116083 | $467.5M | 15 | 2026-03-31 | → |
| 1282 | BRIO CONSULTANTS, LLC | SAN FRANCISCO | 289889 | $1.06B | 21 | 2026-06-30 | → |
| 1283 | MILLER AVENUE ADVISORS LLC | MILL VALLEY | 313523 | $281.2M | 3 | 2026-03-31 | → |
| 1284 | PFC CAPITAL GROUP INC | LOS ANGELES | 110648 | $262.5M | 10 | 2025-10-31 | → |
| 1285 | CORE FINANCIAL ADVISORS, LLC | SAN BERNARDINO | 168839 | $178.5M | 5 | 2026-01-31 | → |
| 1286 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 1287 | SURIENCE PRIVATE WEALTH LLC | YAKIMA | 313055 | $124.0M | 3 | 2026-05-31 | → |
| 1288 | ROCK CREEK WEALTH MANAGEMENT, LLC | HILLSBORO | 336666 | $101.1M | 3 | 2026-03-31 | → |
| 1289 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | LOS ANGELES | 291645 | $300.0M | 7 | 2026-03-31 | → |
| 1290 | GRETCHEN STANGIER, INC. | CLACKAMAS | 171336 | $300.4M | 4 | 2026-01-31 | → |
| 1291 | ELEVATION CAPITAL ADVISORY, LLC | BEND | 171473 | $252.9M | 8 | 2026-02-28 | → |
| 1292 | HARVESTWISE WEALTH LLC | ESCONDIDO | 333146 | $38.3M | 1 | 2025-03-31 | → |
| 1293 | DOHENY ASSET MANAGEMENT, L.L.C. | LOS ANGELES | 106434 | $185.7M | 3 | 2026-03-31 | → |
| 1294 | TEAM FINANCIAL GROUP, LLC | TEMECULA | 309411 | $251.1M | 7 | 2026-06-30 | → |
| 1295 | CARMANDALIAN FINANCIAL GROUP, LLC | WESTLAKE VILLAGE | 292458 | $150.8M | 2 | 2026-04-30 | → |
| 1296 | WELLSPRING ADVISORS, INC. | HILLSBORO | 147861 | $152.2M | 5 | 2026-03-31 | → |
| 1297 | GUILD INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 108390 | $185.2M | 4 | 2026-03-31 | → |
| 1298 | PROSPERITY WEALTH PLANNING LLC | IRVINE | 315163 | $269.2M | 7 | 2026-05-31 | → |
| 1299 | NEUMANN CAPITAL MANAGEMENT, LLC | FOSTER CITY | 112182 | $630.3M | 4 | 2026-03-31 | → |
| 1300 | FAIRCHILD CAPITAL LLC | PORTLAND | 298428 | $102.8M | 2 | 2026-03-31 | → |
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