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 | |
|---|---|---|---|---|---|---|---|
| 701 | YOSEMITE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 124298 | $369.0M | 8 | 2026-03-31 | → |
| 702 | CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC | PETALUMA | 125401 | $553.4M | 2 | 2026-03-31 | → |
| 703 | CHALLENGER WEALTH MANAGEMENT | ALISO VIEJO | 121498 | $275.5M | 3 | 2026-03-31 | → |
| 704 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | PASADENA | 171971 | $415.5M | 9 | 2026-05-31 | → |
| 705 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 706 | ARIA WEALTH MANAGEMENT, INC. | SARATOGA | 288450 | $130.0M | 9 | 2026-04-30 | → |
| 707 | BLANKINSHIP & FOSTER, LLC | SOLANA BEACH | 104795 | $939.5M | 16 | 2026-03-31 | → |
| 708 | ECLECTIC ASSOCIATES, INC. | FULLERTON | 111041 | $1.47B | 17 | 2026-04-30 | → |
| 709 | RAINIER INVESTMENT MANAGEMENT LLC | SEATTLE | 105556 | $581.1M | 3 | 2026-06-30 | → |
| 710 | SHERMAN ASSET MANAGEMENT, INC. | VENTURA | 170861 | $140.8M | 1 | 2026-06-30 | → |
| 711 | INTEGRITY WEALTH ADVISORS, INC. | VENTURA | 281708 | $285.5M | 10 | 2026-06-30 | → |
| 712 | MERITAS WEALTH MANAGEMENT, LLC | SAN RAFAEL | 148565 | $618.9M | 12 | 2026-03-31 | → |
| 713 | TEMPUS WEALTH PLANNING, LLC | IRVINE | 285349 | $699.4M | 9 | 2026-03-31 | → |
| 714 | TRUE PRIVATE WEALTH ADVISORS, LLC | SALEM | 164947 | $1.43B | 22 | 2026-05-31 | → |
| 715 | RAINIER FAMILY WEALTH, INC. | TACOMA | 332062 | $331.5M | 5 | 2026-06-30 | → |
| 716 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 717 | LEISURE CAPITAL MANAGEMENT, INC. | COSTA MESA | 120374 | $874.0M | 10 | 2026-03-31 | → |
| 718 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 719 | NEW INSIGHT WEALTH ADVISORS | SAN RAMON | 318083 | $396.9M | 7 | 2026-03-31 | → |
| 720 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 721 | PLATT WEALTH MANAGEMENT, LLC | SAN DIEGO | 297487 | $390.6M | 5 | 2026-02-28 | → |
| 722 | MKT ADVISORS LLC | CARLSBAD | 163833 | $463.7M | 6 | 2026-05-31 | → |
| 723 | LYELL WEALTH MANAGEMENT LP | MENLO PARK | 283521 | $1.65B | 11 | 2026-03-31 | → |
| 724 | SPECTRUM WEALTH ADVISORY GROUP, LLC | GRANITE BAY | 298632 | $445.4M | 5 | 2026-03-31 | → |
| 725 | FORTIS CAPITAL MANAGEMENT LLC | BELLEVUE | 172198 | $1.16B | 22 | 2026-04-30 | → |
| 726 | REDWOOD INVESTMENT GROUP, INC | FORT BRAGG | 168017 | $230.3M | 3 | 2026-06-30 | → |
| 727 | CATALYST FINANCIAL NW CORPORATION | GRESHAM | 168534 | $233.4M | 4 | 2026-02-28 | → |
| 728 | JEPPSON WEALTH MANAGEMENT, LLC | MANHATTAN BEACH | 305552 | $763.2M | 7 | 2026-03-31 | → |
| 729 | AIMZ INVESTMENT ADVISORS LLC | LOS ALTOS | 155810 | $584.8M | 2 | 2026-03-31 | → |
| 730 | COMPAK ASSET MANAGEMENT | NEWPORT BEACH | 109930 | $1.52B | 20 | 2026-03-31 | → |
| 731 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | WALNUT CREEK | 107326 | $872.2M | 12 | 2026-03-31 | → |
| 732 | PEREGRINE ASSET ADVISERS, INC. | PORTLAND | 115738 | $611.0M | 8 | 2026-03-31 | → |
| 733 | CALDWELL SUTTER CAPITAL, INC. | SAUSALITO | 10489 | $605.7M | 17 | 2026-04-30 | → |
| 734 | BRENNAN JOHN DAVID | CORONADO | 108801 | $505.2M | 2 | 2025-04-30 | → |
| 735 | CGC FINANCIAL SERVICES, LLC | LAKE OSWEGO | 155446 | $875.8M | 13 | 2026-03-31 | → |
| 736 | PATHMONT, LLC | SEATTLE | 299217 | $169.7M | 1 | 2026-05-31 | → |
| 737 | PACIFIC WEALTH STRATEGIES GROUP, INC. | SANTA BARBARA | 144789 | $253.2M | 3 | 2026-03-31 | → |
| 738 | LONGTAIL ALPHA, LLC | NEWPORT BEACH | 282615 | $822.4M | 9 | 2026-02-28 | → |
| 739 | AK GLOBAL ASSET MANAGEMENT, LLC | OAKLAND | 137530 | $117.8M | 2 | 2026-02-28 | → |
| 740 | BEVERLY HILLS PRIVATE WEALTH, LLC | BEVERLY HILLS | 321132 | $912.2M | 10 | 2026-03-31 | → |
| 741 | AERODIGM WEALTH LLC | LAKE OSWEGO | 282312 | $1.46B | 9 | 2026-05-31 | → |
| 742 | GRASSI INVESTMENT MANAGEMENT, LLC | SANTA CLARA | 108690 | $1.36B | 5 | 2025-02-28 | → |
| 743 | CAPITAL INVESTMENT MANAGEMENT, LLC | ROSEVILLE | 150705 | $100.1M | 3 | 2026-05-31 | → |
| 744 | AG ASSET ADVISORY, LLC | LOS ANGELES | 154406 | $440.5M | 3 | 2026-03-31 | → |
| 745 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | BERKELEY | 136431 | $829.8M | 16 | 2026-03-31 | → |
| 746 | BORDEAUX WEALTH ADVISORS LLC | MENLO PARK | 287758 | $5.64B | 34 | 2025-05-31 | → |
| 747 | GARRISON POINT ADVISORS, LLC | WALNUT CREEK | 292016 | $597.1M | 10 | 2026-04-30 | → |
| 748 | MONARCH WEALTH STRATEGIES | SANTA BARBARA | 136029 | $463.5M | 7 | 2026-03-31 | → |
| 749 | ACCELERATE INVESTMENT ADVISORS LLC | ALISO VIEJO | 325859 | $315.4M | 40 | 2026-06-30 | → |
| 750 | GEBHARDT GROUP, INC | LAFAYETTE | 142903 | $346.4M | 7 | 2026-03-31 | → |
| 751 | ILLUMINE INVESTMENT MANAGEMENT, LLC | POULSBO | 311661 | $215.2M | 5 | 2026-02-28 | → |
| 752 | PAUL & CO. WEALTH MANAGEMENT, INC. | ATASCADERO | 331617 | $164.7M | 2 | 2026-01-31 | → |
| 753 | PLAN LIFE & WEALTH MANAGEMENT, INC. | FRESNO | 44960 | $195.4M | 6 | 2026-03-31 | → |
| 754 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 755 | TRICORD ADVISORS, INC. | RIVERSIDE | 155749 | $431.5M | 5 | 2026-03-31 | → |
| 756 | ALAMO CAPITAL | WALNUT CREEK | 26193 | $103.6M | 20 | 2026-03-31 | → |
| 757 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
| 758 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | PASADENA | 120952 | $1.06B | 8 | 2026-03-31 | → |
| 759 | GREYKASELL WEALTH STRATEGIES, INC. | DANVILLE | 329018 | $443.2M | 5 | 2026-03-31 | → |
| 760 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 761 | SIDOXIA CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 145969 | $149.0M | 2 | 2026-06-30 | → |
| 762 | EPSILON FINANCIAL GROUP, INC. | FAIRFIELD | 111990 | $626.1M | 8 | 2026-06-30 | → |
| 763 | OSTROFE FINANCIAL CONSULTANTS INC | GRASS VALLEY | 110064 | $386.4M | 9 | 2026-02-28 | → |
| 764 | FINANCIAL SENSE ADVISORS, INC. | SAN DIEGO | 111090 | $835.6M | 11 | 2026-06-30 | → |
| 765 | ARCHVEST WEALTH ADVISORS, INC. | CONCORD | 172087 | $387.0M | 7 | 2026-03-31 | → |
| 766 | JGC WEALTH MANAGEMENT, LLC | SALEM | 165770 | $132.0M | 3 | 2026-03-31 | → |
| 767 | INTEGRITY WEALTH LLC | EUGENE | 330809 | $304.8M | 6 | 2026-06-30 | → |
| 768 | BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE | 129194 | $393.7M | 2 | 2026-02-28 | → |
| 769 | AMERICAN MONEY MANAGEMENT, LLC | RANCHO SANTA FE | 115357 | $844.0M | 13 | 2026-03-31 | → |
| 770 | CLG LLC | LONG BEACH | 282605 | $1.12B | 35 | 2026-02-28 | → |
| 771 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 772 | TORREN MANAGEMENT, LLC | SAN DIEGO | 329263 | $373.5M | 5 | 2026-03-31 | → |
| 773 | GRADIENT CAPITAL ADVISORS, LLC | SAN DIEGO | 168912 | $742.2M | 7 | 2026-02-28 | → |
| 774 | AVALON CAPITAL MANAGEMENT | PORT OF REDWOOD CITY | 107501 | $582.2M | 5 | 2026-03-31 | → |
| 775 | ORION CAPITAL MANAGEMENT LLC | CORONADO | 119428 | $370.9M | 4 | 2026-03-31 | → |
| 776 | CI GLOBAL INVESTMENTS INC. | OAKLAND | 156752 | $14.74B | 2 | 2026-03-31 | → |
| 777 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 778 | WOLFF WIESE MAGANA LLC | CARSLBAD | 157620 | $381.8M | 8 | 2026-04-30 | → |
| 779 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 780 | ARIMATHEA | FORT BRAGG | 330140 | $39.9M | 5 | 2026-03-31 | → |
| 781 | DEFINED FINANCIAL PLANNING LLC | SAN RAFAEL | 310137 | $137.3M | 5 | 2025-06-30 | → |
| 782 | MANCHESTER FINANCIAL INC | WESTLAKE VILLAGE | 106071 | $1.05B | 19 | 2026-03-31 | → |
| 783 | KAIZEN FINANCIAL ADVISORS, LLC | KIRKLAND | 155353 | $283.7M | 4 | 2026-03-31 | → |
| 784 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 785 | RBA WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 291029 | $452.1M | 7 | 2026-03-31 | → |
| 786 | BROADWING CAPITAL ADVISORS, INC. | LARKSPUR | 127513 | $148.0M | 2 | 2026-02-28 | → |
| 787 | INSIGHT WEALTH STRATEGIES, LP | IRVINE | 151437 | $109.2M | 2 | 2025-03-31 | → |
| 788 | TIDWELL WEALTH MANAGEMENT LLC | ROCKLIN | 309109 | $116.7M | 5 | 2026-05-31 | → |
| 789 | APPIAN WAY FINANCIAL LLC | PASADENA | 168109 | $142.9M | 1 | 2026-03-31 | → |
| 790 | HAMRICK INVESTMENT COUNSEL, LLC | SEATTLE | 116314 | $299.2M | 2 | 2026-04-30 | → |
| 791 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | SAN RAFAEL | 145096 | $235.4M | 2 | 2026-05-31 | → |
| 792 | TWIN LAKES CAPITAL MANAGEMENT, LLC | REDWOOD SHORES | 137522 | $314.7M | 5 | 2026-03-31 | → |
| 793 | MENLO ADVISORS LLC | MENLO PARK | 122721 | $369.7M | 2 | 2026-03-31 | → |
| 794 | CLARITY WEALTH ADVISORS, LLC | SAN JOSE | 157913 | $732.9M | 5 | 2026-03-31 | → |
| 795 | TAURUS CAPITAL ADVISORS, LLC | LAKE OSWEGO | 137633 | $231.4M | 5 | 2026-03-31 | → |
| 796 | ELEVATION WEALTH PARTNERS, LLC | WALNUT CREEK | 123971 | $670.7M | 8 | 2026-05-31 | → |
| 797 | FRONT ROW ADVISORS LLC | TIBURON | 269910 | $420.4M | 8 | 2026-03-31 | → |
| 798 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 799 | GARNER FINANCIAL MANAGEMENT, INC. | LAFAYETTE | 131628 | $152.6M | 2 | 2026-02-28 | → |
| 800 | WAVE DIGITAL ASSETS LLC | LOS ANGELES | 305726 | $91.9M | 33 | 2026-03-31 | → |
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