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 | |
|---|---|---|---|---|---|---|---|
| 1301 | BLUE WATER WEALTH, INC. | PORTLAND | 164432 | $472.8M | 15 | 2026-03-31 | → |
| 1302 | SOUNDVIEW ADVISORS, INC. | OLYMPIA | 114437 | $387.2M | 11 | 2026-03-31 | → |
| 1303 | PRUNEYARD FINANCIAL GROUP, INC. | CUPERTINO | 117378 | $90.9M | 1 | 2026-06-30 | → |
| 1304 | DYNAMIC WEALTH STRATEGIES, LLC | GRANITE BAY | 167594 | $190.7M | 8 | 2026-03-31 | → |
| 1305 | CLEARVIEW WEALTH ADVISORS, LLC | SALEM | 305737 | $201.8M | 5 | 2026-03-31 | → |
| 1306 | DEAN ROLAND RUSSELL, LLC | SAN DIEGO | 109480 | $351.2M | 6 | 2026-03-31 | → |
| 1307 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | IRVINE | 112414 | $232.7M | 5 | 2026-05-31 | → |
| 1308 | CEDARSTONE ADVISORS | THOUSAND OAKS | 172653 | $198.4M | 3 | 2026-03-31 | → |
| 1309 | FOG CITY ADVISORS, LLC | ALBANY | 321822 | $143.6M | 5 | 2026-03-31 | → |
| 1310 | ELITE WEALTH MANAGEMENT, INC. | KIRKLAND | 132122 | $861.3M | 5 | 2026-03-31 | → |
| 1311 | WAYFINDING FINANCIAL, LLC | LYNNWOOD | 306208 | $353.5M | 5 | 2026-02-28 | → |
| 1312 | DASH ACQUISITIONS INC. | WOODLAND HILLS | 135281 | $681.6M | 9 | 2026-03-31 | → |
| 1313 | CLAREMONT FINANCIAL GROUP,INC. | CLAREMONT | 107806 | $140.0M | 4 | 2026-03-31 | → |
| 1314 | REDWOOD PARK ADVISORS, LLC | REDWOOD CITY | 307958 | $170.3M | 3 | 2026-03-31 | → |
| 1315 | BLUME CAPITAL MANAGEMENT, INC. | BERKELEY | 111768 | $856.6M | 7 | 2026-05-31 | → |
| 1316 | PARAGON ASSET MANAGEMENT INC. | ORINDA | 107863 | $115.9M | 2 | 2026-02-28 | → |
| 1317 | BAYBRIDGE CAPITAL GROUP, LLC | LIVERMORE | 284867 | $192.9M | 4 | 2026-03-31 | → |
| 1318 | J.P. CAPITAL MANAGEMENT, INC. | EUGENE | 142109 | $166.6M | 1 | 2026-06-30 | → |
| 1319 | SMART PORTFOLIOS, LLC | LAKE FOREST PARK | 131342 | $210.3M | 6 | 2026-03-31 | → |
| 1320 | BRIDGEVIEW CAPITAL ADVISORS, INC. | EL DORADO HILLS | 6290 | $114.1M | 2 | 2026-06-30 | → |
| 1321 | TTP INVESTMENTS, INC. | SAN JOSE | 284082 | $570.6M | 3 | 2026-03-31 | → |
| 1322 | CANTER STRATEGIC WEALTH MANAGEMENT, LLC | LA JOLLA | 167828 | $386.5M | 12 | 2026-03-31 | → |
| 1323 | WIN TEAM INSURANCE SERVICES, INC. | IRVINE | 136680 | $56.6M | 3 | 2025-04-30 | → |
| 1324 | NINEPOINTTWO CAPITAL LLC | LOS ANGELES | 297270 | $314.8M | 2 | 2026-02-28 | → |
| 1325 | ENDURING WEALTH ADVISORS, LLC | TEMECULA | 323320 | $122.8M | 4 | 2026-03-31 | → |
| 1326 | FINANCIAL ALTERNATIVES, INC. | LA JOLLA | 108245 | $614.8M | 13 | 2026-03-31 | → |
| 1327 | FRANK FINANCIAL SERVICES | CARLSBAD | 147537 | $188.2M | 2 | 2026-02-28 | → |
| 1328 | HYPHEN WEALTH MANAGEMENT LLC | LAFAYETTE | 338134 | $125.6M | 3 | 2026-03-31 | → |
| 1329 | BREAKWATER INVESTMENT MANAGEMENT, LLC | SEATTLE | 150841 | $302.7M | 4 | 2026-04-30 | → |
| 1330 | MY PORTFOLIO GUIDE, LLC | SEAL BEACH | 153188 | $201.0M | 2 | 2026-02-28 | → |
| 1331 | CAVU WEALTH ADVISORS, LLC | WALNUT CREEK | 340677 | $171.6M | 3 | 2026-05-31 | → |
| 1332 | INFLECTION CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 333157 | $365.6M | 9 | 2026-04-30 | → |
| 1333 | CERTIFIED PLANNERS, INC. | SAN RAMON | 105364 | $196.6M | 2 | 2026-01-31 | → |
| 1334 | GOODSTEIN WEALTH MANAGEMENT LLC | ENCINO | 282910 | $114.2M | 2 | 2026-03-31 | → |
| 1335 | CASTLE CREEK ADVISORS IV LLC | SAN DIEGO | 158079 | $1.14B | 12 | 2026-03-31 | → |
| 1336 | NORTH RIDGE WEALTH ADVISORS, INC. | BEAVERTON | 157516 | $216.0M | 3 | 2026-02-28 | → |
| 1337 | BEAR MOUNTAIN CAPITAL INC. | SEATTLE | 151151 | $375.0M | 6 | 2026-03-31 | → |
| 1338 | ABUNDANT WEALTH PARTNERS, LLC | SANTA BARBARA | 317221 | $103.2M | 2 | 2026-03-31 | → |
| 1339 | HFG ADVISORS, INC. | KENNEWICK | 316446 | $113.4M | 7 | 2026-03-31 | → |
| 1340 | NOBLE WEALTH MANAGEMENT, INC. | NEWPORT BEACH | 169963 | $223.4M | 6 | 2026-03-31 | → |
| 1341 | CHRIS BULMAN INC. | ROSEVILLE | 313552 | $283.0M | 15 | 2026-02-28 | → |
| 1342 | PAUL R. RIED FINANCIAL GROUP, LLC | BELLEVUE | 297284 | $1.27B | 12 | 2026-03-31 | → |
| 1343 | HANSEN & ASSOCIATES FINANCIAL GROUP INC. | ROSEVILLE | 168363 | $202.4M | 4 | 2026-05-31 | → |
| 1344 | SANDENA, INC. | SAN DIEGO | 322947 | $148.8M | 7 | 2026-03-31 | → |
| 1345 | TRUENORTH FINANCIAL SERVICES, LLC | SEATTLE | 118273 | $321.7M | 7 | 2026-03-31 | → |
| 1346 | NAUTILUS ADVISORS LLC | LA JOLLA | 154169 | $304.3M | 3 | 2026-02-28 | → |
| 1347 | TIEMANN INVESTMENT ADVISORS, LLC | MENLO PARK | 125360 | $341.1M | 2 | 2026-03-31 | → |
| 1348 | HIGHROAD WEALTH ADVISORS, LLC | COOS BAY | 331566 | $188.5M | 3 | 2026-01-31 | → |
| 1349 | ELITE TAMP LLC | CARMEL BY THE SEA | 327535 | $322,063 | 1 | 2026-06-30 | → |
| 1350 | CATALYST PRIVATE WEALTH, LLC | SAN MATEO | 305565 | $370.4M | 5 | 2026-06-30 | → |
| 1351 | MW INVESTMENT STRATEGY | EL DORADO HILLS | 118433 | $42.8M | 6 | 2026-03-31 | → |
| 1352 | OCEAN PARK ASSET MANAGEMENT, LLC | SANTA MONICA | 145634 | $3.94B | 58 | 2026-05-31 | → |
| 1353 | FORTITUDE FINANCIAL LLC | SPOKANE | 313235 | $281.5M | 7 | 2026-06-30 | → |
| 1354 | OUR WEALTH GUIDES, INC. | WESTLAKE VILLAGE | 296866 | $257.9M | 3 | 2026-06-30 | → |
| 1355 | K2 FINANCIAL INC. | GLENDORA | 300913 | $191.6M | 10 | 2026-03-31 | → |
| 1356 | VERAZ ADVISORS, LLC | SAN RAMON | 304619 | $109.6M | 8 | 2026-06-30 | → |
| 1357 | BRIAN D. LOWDER, INC. | SAN DIEGO | 105972 | $388.1M | 3 | 2026-01-31 | → |
| 1358 | ST. CLAIR FINANCIAL LLC | ROSEVILLE | 151251 | $141.3M | 2 | 2026-02-28 | → |
| 1359 | ASPIRE PLANNING ASSOCIATES, INC. | WALNUT CREEK | 282179 | $126.2M | 3 | 2025-02-28 | → |
| 1360 | ALLPOINT FINANCIAL GROUP LLC | PETALUMA | 301028 | $116.8M | 5 | 2026-06-30 | → |
| 1361 | PARAGON FINANCIAL PARTNERS, INC. | WOODLAND HILLS | 158041 | $329.6M | 2 | 2026-03-31 | → |
| 1362 | TRUEWEALTH FINANCIAL PARTNERS, LLC | BELLEVUE | 316079 | $273.7M | 4 | 2026-05-31 | → |
| 1363 | MISSION HILLS FINANCIAL ADVISORY LLC | SAN DIEGO | 328516 | $274.1M | 6 | 2026-03-31 | → |
| 1364 | INTEGRITY WEALTH MANAGEMENT, INC. | SPOKANE | 150103 | $163.2M | 2 | 2026-05-31 | → |
| 1365 | BLUE SUMMIT FINANCIAL GROUP, INC. | SAN DIEGO | 148782 | $211.4M | 3 | 2026-02-28 | → |
| 1366 | THE PUTNEY FINANCIAL GROUP LLC | SAN RAFAEL | 111639 | $205.4M | 8 | 2026-06-30 | → |
| 1367 | ARES FINANCIAL CONSULTING LLC | CALABASAS | 282852 | $243.9M | 5 | 2026-05-31 | → |
| 1368 | KOLL BREN SCHREIBER REALTY ADVISORS, INC. | NEWPORT BEACH | 108568 | $128,212 | 79 | 2025-03-31 | → |
| 1369 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | PORTLAND | 168256 | $336.9M | 24 | 2026-03-31 | → |
| 1370 | PACIFIC COAST INVESTMENT ADVISORS, LLC | WEST LINN | 137963 | $122.2M | 1 | 2026-03-31 | → |
| 1371 | OPTIMA CAPITAL LLC | BEAVERTON | 310146 | $379.8M | 7 | 2026-03-31 | → |
| 1372 | SAS FINANCIAL ADVISORS, LLC. | SAN FRANCISCO | 288015 | $167.0M | 8 | 2026-03-31 | → |
| 1373 | CABLE CAR CAPITAL, LP | SAN FRANCISCO | 169234 | $548.3M | 3 | 2026-03-31 | → |
| 1374 | INTEGRATED WEALTH ADVISORS, LLC | BELLEVUE | 314575 | $122.4M | 6 | 2026-06-30 | → |
| 1375 | VON BORSTEL & ASSOCIATES, INC. | THE DALLES | 309746 | $680.2M | 11 | 2026-03-31 | → |
| 1376 | R. S. CRUM, INC. | NEWPORT BEACH | 158621 | $720.7M | 9 | 2026-03-31 | → |
| 1377 | MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | LARKSPUR | 301017 | $262.5M | 4 | 2026-03-31 | → |
| 1378 | SHEPHERD STREET ADVISORS LLC | LARKSPUR | 306021 | $126.2M | 2 | 2026-03-31 | → |
| 1379 | MCILRATH & ECK, LLC | ARLINGTON | 145252 | $1.36B | 19 | 2026-03-31 | → |
| 1380 | CLOUD CAPITAL MANAGEMENT, LLC | SEATTLE | 317325 | $300.2M | 5 | 2026-03-31 | → |
| 1381 | FULCRUM WEALTH ADVISORS, LLC | BELLEVUE | 169277 | $208.0M | 3 | 2026-01-31 | → |
| 1382 | ECHO45 ADVISORS LLC | WALNUT CREEK | 307265 | $227.4M | 8 | 2026-06-30 | → |
| 1383 | CLEARVIEW INVESTMENT PARTNERS, LLC | COSTA MESA | 150046 | $105.3M | 3 | 2026-03-31 | → |
| 1384 | ROOTED FINANCIAL GROUP, LLC | TIGARD | 335302 | $108.7M | 3 | 2026-04-30 | → |
| 1385 | THE RETIREMENT SOLUTION LLC | REDMOND | 148106 | $699.4M | 35 | 2026-05-31 | → |
| 1386 | DLK INVESTMENT ADVISORS, LLC | MERCER ISLAND | 328897 | $140.7M | 2 | 2026-03-31 | → |
| 1387 | IFC AND INSURANCE MARKETING, INC. | AUBURN | 283976 | $173.5M | 7 | 2026-06-30 | → |
| 1388 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | SPOKANE | 142448 | $311.4M | 25 | 2026-02-28 | → |
| 1389 | SOARING INVESTMENT MANAGEMENT, LLC | PORTLAND | 305273 | $112.5M | 5 | 2026-03-31 | → |
| 1390 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 1391 | INVESTING ONLINE LLC | LOS ANGELES | 329196 | $1,698 | 2 | 2025-03-31 | → |
| 1392 | FINANCIAL DESIGNS CORPORATION | CLAREMONT | 14829 | $507.9M | 6 | 2026-01-31 | → |
| 1393 | MAZUMAGO INC (DBA TRUSS) | SAN FRANCISCO | 334136 | $1,000 | 9 | 2025-03-31 | → |
| 1394 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
| 1395 | AFT US CAPITAL LLC | SAN FRANCISCO | 335448 | $216 | 3 | 2026-03-31 | → |
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