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 | |
|---|---|---|---|---|---|---|---|
| 401 | DILIGENT INVESTORS, LLC | REDLANDS | 158708 | $663.1M | 3 | 2026-02-28 | → |
| 402 | A16Z PERENNIAL MANAGEMENT, L.P. | MENLO PARK | 324429 | $2.75B | 26 | 2026-05-31 | → |
| 403 | CURTIS ADVISORY GROUP, LLC | SANTA BARBARA | 151695 | $573.7M | 3 | 2026-04-30 | → |
| 404 | WHELAN FINANCIAL | FRESNO | 107227 | $781.8M | 9 | 2026-01-31 | → |
| 405 | SOVRAN ADVISORS, LLC | SAN DIEGO | 329415 | $1.87B | 64 | 2026-03-31 | → |
| 406 | AVALAN, LLC | SANTA BARBARA | 156109 | $621.8M | 11 | 2026-03-31 | → |
| 407 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
| 408 | BUCHANAN STREET PARTNERS, L.P. | NEWPORT BEACH | 169052 | $1.61B | 29 | 2026-03-31 | → |
| 409 | PHILOSOPHY CAPITAL MANAGEMENT LLC | ALAMO | 308425 | $1.66B | 8 | 2026-03-31 | → |
| 410 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 411 | RVW WEALTH LLC | LOS ANGELES | 140451 | $1.94B | 12 | 2026-06-30 | → |
| 412 | FMB RETIREMENT SERVICES | WESTLAKE VILLAGE | 164571 | $146.2M | 12 | 2026-03-31 | → |
| 413 | SIGNATURE INVESTMENT ADVISORS, LLC | LOS ANGELES | 160715 | $6.76B | 21 | 2026-03-31 | → |
| 414 | CAPITAL CS GROUP, LLC | IRVINE | 304523 | $227.3M | 3 | 2026-03-31 | → |
| 415 | HIGHLINE WEALTH PARTNERS, LLC | SHERMAN OAKS | 284712 | $867.9M | 17 | 2026-06-30 | → |
| 416 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 417 | REBALANCE LLC | PALO ALTO | 158242 | $1.93B | 18 | 2026-05-31 | → |
| 418 | CW INVESTMENT ADVISERS, LLC | LOS ANGELES | 305926 | $1.08B | 36 | 2026-03-31 | → |
| 419 | SPINNAKER INVESTMENT GROUP, LLC | NEWPORT BEACH | 283414 | $1.07B | 11 | 2026-06-30 | → |
| 420 | OSTERWEIS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 109580 | $7.50B | 666 | 2026-03-31 | → |
| 421 | GSI CAPITAL ADVISORS LLC | NEWPORT BEACH | 135143 | $182.4M | 4 | 2026-04-30 | → |
| 422 | VANCE WEALTH, LLC | SANTA CLARITA | 310162 | $893.6M | 22 | 2026-05-31 | → |
| 423 | AUXIER ASSET MANAGEMENT LLC | AURORA | 107980 | $946.1M | 11 | 2026-03-31 | → |
| 424 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 425 | HUBER CAPITAL MANAGEMENT LLC | EL SEGUNDO | 143344 | $729.2M | 11 | 2026-04-30 | → |
| 426 | VISION CAPITAL MANAGEMENT, INC. | PORTLAND | 107793 | $1.23B | 13 | 2026-05-31 | → |
| 427 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
| 428 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | NEWPORT BEACH | 110347 | $1.12B | 13 | 2026-03-31 | → |
| 429 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 430 | WESTSIDE INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 154522 | $888.8M | 14 | 2026-02-28 | → |
| 431 | TRINITY CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 143097 | $556.8M | 6 | 2026-04-30 | → |
| 432 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 433 | EAST BEACH ASSET MANAGEMENT, LLC | LOS ANGELES | 310563 | $125.0M | 3 | 2026-04-30 | → |
| 434 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | SALEM | 292600 | $921.5M | 11 | 2026-03-31 | → |
| 435 | BNC WEALTH MANAGEMENT, LLC | BEAVERTON | 306483 | $847.5M | 5 | 2026-03-31 | → |
| 436 | SWEENEY & MICHEL, LLC | CHICO | 282595 | $752.6M | 3 | 2026-03-31 | → |
| 437 | EVERY SECURITIES LLC | SACRAMENTO | 333167 | $122.7M | 4 | 2026-03-31 | → |
| 438 | BFSG, LLC | IRVINE | 143617 | $1.54B | 31 | 2026-06-30 | → |
| 439 | SUMMITRY, LLC | FOSTER CITY | 128586 | $3.35B | 46 | 2026-06-30 | → |
| 440 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 441 | KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO | 288792 | $3.80B | 88 | 2026-05-31 | → |
| 442 | APRIEM ADVISORS | IRVINE | 108188 | $1.49B | 17 | 2026-03-31 | → |
| 443 | DCA FAMILY OFFICE, LLC | ROSEVILLE | 322047 | $119.9M | 16 | 2026-03-31 | → |
| 444 | KUNATH KARREN RINNE & ATKIN LLC | SEATTLE | 104531 | $373.0M | 4 | 2026-03-31 | → |
| 445 | AMERICAN FUNDSTARS FINANCIAL GROUP LLC | IRVINE | 315860 | $332.7M | 14 | 2025-12-31 | → |
| 446 | SYRIOS WEALTH MANAGEMENT GROUP, INC. | LA JOLLA | 332139 | $424.6M | 3 | 2026-03-31 | → |
| 447 | GOLDEN K WEALTH MANAGEMENT, LLC | WOODLAND HILLS | 156588 | $179.4M | 6 | 2026-04-30 | → |
| 448 | GEORGINA ASSET MANAGEMENT LLC | SANTA MONICA | 107949 | $357.8M | 3 | 2025-03-31 | → |
| 449 | SAPPHIRE STAR CAPITAL LLC | REDMOND | 226665 | $142.2M | 2 | 2026-03-31 | → |
| 450 | TARBOX FAMILY OFFICE, INC. | NEWPORT BEACH | 106079 | $953.7M | 8 | 2026-03-31 | → |
| 451 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 452 | MORLING FINANCIAL ADVISORS, LLC | FREMONT | 111819 | $1.05B | 21 | 2026-03-31 | → |
| 453 | VIOLICH CAPITAL MANAGEMENT | MILL VALLEY | 111410 | $1.04B | 1 | 2026-05-31 | → |
| 454 | HOHIMER WEALTH MANAGEMENT, LLC | SEATTLE | 300140 | $1.26B | 12 | 2026-03-31 | → |
| 455 | PENCE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 281739 | $1.54B | 14 | 2026-03-31 | → |
| 456 | KEYSTONE WEALTH SERVICES, LLC | PALM DESERT | 301924 | $860.7M | 11 | 2026-02-28 | → |
| 457 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | PORTLAND | 309098 | $264.7M | 33 | 2026-06-30 | → |
| 458 | VOYAGER MANAGEMENT, LLC | LOS ANGELES | 135434 | $208.6M | 3 | 2026-02-28 | → |
| 459 | SPECTRUM WEALTH MANAGEMENT, LLC | IRVINE | 135530 | $269.5M | 3 | 2025-09-30 | → |
| 460 | TANO CAPITAL, LLC | SAN MATEO | 160367 | $138.0M | 1 | 2026-03-31 | → |
| 461 | HUTCHINSON CAPITAL MANAGEMENT | SAN RAFAEL | 106158 | $941.7M | 7 | 2026-03-31 | → |
| 462 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | VANCOUVER | 307997 | $376.9M | 47 | 2026-03-31 | → |
| 463 | DESTINATION WEALTH MANAGEMENT | WALNUT CREEK | 110365 | $4.95B | 68 | 2026-04-30 | → |
| 464 | THE PARTNERS WEALTH MANAGEMENT, LLC | CARMEL BY THE SEA | 314816 | $1.18B | 39 | 2026-06-30 | → |
| 465 | SIMCOE CAPITAL, LLC | SPOKANE | 121505 | $109.4M | 4 | 2026-05-31 | → |
| 466 | KESTREL INVESTMENT MANAGEMENT CORP | SAN MATEO | 106789 | $180.0M | 7 | 2026-03-31 | → |
| 467 | GUGGENHEIM WEALTH SOLUTIONS, LLC | SANTA MONICA | 283238 | $371.3M | 10 | 2026-03-31 | → |
| 468 | TIETON CAPITAL MANAGEMENT, LLC | YAKIMA | 135769 | $314.0M | 3 | 2026-03-31 | → |
| 469 | NELSON CAPITAL MANAGEMENT, LLC | MENLO PARK | 129776 | $810.8M | 10 | 2026-04-30 | → |
| 470 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 471 | KINGSFORD CAPITAL MANAGEMENT, LLC | POINT RICHMOND | 161445 | $127.0M | 4 | 2026-03-31 | → |
| 472 | TAMAR SECURITIES, LLC | WOODLAND HILLS | 153991 | $1.52B | 22 | 2026-04-30 | → |
| 473 | SANCUS CAPITAL MANAGEMENT LP | LOS ANGELES | 157121 | $618.9M | 8 | 2026-03-31 | → |
| 474 | MCT ENTERTAINMENT ADVISORS LLC | WEST HOLLYWOOD | 328135 | $154.0M | 7 | 2026-03-31 | → |
| 475 | FIRST PACIFIC FINANCIAL, INC. | VANCOUVER | 284736 | $1.93B | 33 | 2026-05-31 | → |
| 476 | CHECK CAPITAL MANAGEMENT INC | COSTA MESA | 107058 | $2.37B | 12 | 2026-03-31 | → |
| 477 | PROSPERITAS FINANCIAL, LLC | VALENCIA | 315768 | $812.5M | 33 | 2026-03-31 | → |
| 478 | GERBER KAWASAKI, INC. | SANTA MONICA | 153649 | $4.11B | 59 | 2026-03-31 | → |
| 479 | BRANSON FRANK A INC | PALO ALTO | 110451 | $223.2M | 1 | 2026-03-31 | → |
| 480 | CRUDEN BAY INVESTMENT MANAGEMENT, LLC | WESTLAKE VILLAGE | 284787 | $663.1M | 4 | 2026-03-31 | → |
| 481 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 482 | IMS CAPITAL MANAGEMENT LLC | CLACKAMAS | 105939 | $380.9M | 9 | 2026-03-31 | → |
| 483 | RICHARDS, MERRILL & PETERSON, INC. | SPOKANE | 713 | $643.6M | 10 | 2026-03-31 | → |
| 484 | PENSERRA GLOBAL INVESTORS LLC | ORINDA | 174309 | $96.2M | 12 | 2026-05-31 | → |
| 485 | HBW ADVISORY SERVICES LLC | SIMI VALLEY | 143665 | $1.75B | 72 | 2026-03-31 | → |
| 486 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 487 | STRATEGY ASSET MANAGERS L.L.C. | PASADENA | 109939 | $930.1M | 10 | 2026-06-30 | → |
| 488 | MARTIN CAPITAL PARTNERS, LLC | EUGENE | 153452 | $290.5M | 4 | 2026-03-31 | → |
| 489 | SAXON SECURITIES LLC | SAN FRANCISCO | 155168 | $94.6M | 2 | 2026-03-31 | → |
| 490 | GALLIOTT CAPITAL ADVISORS, LLC | BEVERLY HILLS | 313094 | $249.0M | 6 | 2026-03-31 | → |
| 491 | 44 WEALTH MANAGEMENT LLC | EUGENE | 309647 | $487.4M | 5 | 2026-03-31 | → |
| 492 | RWWM, INC. | ROCKLIN | 148221 | $1.54B | 8 | 2026-03-31 | → |
| 493 | CERRO PACIFIC WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 310825 | $531.6M | 6 | 2026-06-30 | → |
| 494 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MENLO PARK | 140262 | $838.1M | 9 | 2025-05-31 | → |
| 495 | PRIVATE WEALTH PARTNERS, LLC | MILL VALLEY | 133802 | $1.92B | 9 | 2026-03-31 | → |
| 496 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 497 | CROSSPOINT CAPITAL STRATEGIES, LLC | ORINDA | 150212 | $118.0M | 2 | 2026-05-31 | → |
| 498 | AERIE ADVISORY GROUP LLC | GIG HARBOR | 333610 | $618.1M | 12 | 2026-04-30 | → |
| 499 | ROSENWALD CAPITAL MANAGEMENT, INC. | REDONDO BEACH | 290118 | $248.1M | 6 | 2026-06-30 | → |
| 500 | JGP WEALTH MANAGEMENT, LLC | BEND | 290694 | $1.43B | 23 | 2026-02-28 | → |
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