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 | |
|---|---|---|---|---|---|---|---|
| 801 | MALAGA COVE CAPITAL, LLC | PALOS VERDES ESTATES | 146959 | $310.9M | 4 | 2026-02-28 | → |
| 802 | BLUE MARBLE INVESTMENTS, LLC | SANTA BARBARA | 141354 | $205.1M | 3 | 2026-05-31 | → |
| 803 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC | NOVATO | 163917 | $319.6M | 8 | 2026-03-31 | → |
| 804 | CLUTINGER WILLIAMS & VERHOYE INC | SAN DIEGO | 111082 | $163.1M | 2 | 2025-09-30 | → |
| 805 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 806 | WESTWOOD WEALTH MANAGEMENT | LOS ANGELES | 290658 | $300.4M | 3 | 2026-05-31 | → |
| 807 | CARLSON FINANCIAL, INC. | CANBY | 335831 | $318.0M | 8 | 2026-04-30 | → |
| 808 | OCEAN PATH ADVISORS, LLC | MANHATTAN BEACH | 338933 | $559.5M | 6 | 2026-06-30 | → |
| 809 | HELIUM ADVISORS LLC | VANCOUVER | 282356 | $233.8M | 7 | 2026-05-31 | → |
| 810 | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | ROSEVILLE | 168397 | $253.0M | 4 | 2026-03-31 | → |
| 811 | WESTHILL FINANCIAL ADVISORS, INC. | SAN RAFAEL | 152506 | $789.4M | 11 | 2026-03-31 | → |
| 812 | WINTERS FINANCIAL GROUP, INC. | WESTLAKE VILLAGE | 309549 | $252.3M | 3 | 2026-03-31 | → |
| 813 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 814 | ARROWROOT FAMILY OFFICE, LLC | MARINA DEL REY | 168744 | $430.7M | 18 | 2026-03-31 | → |
| 815 | ACRE CAPITAL ADVISORS, LLC | LOS ANGELES | 328401 | $1.16B | 12 | 2026-05-31 | → |
| 816 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 817 | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 144069 | $303.9M | 15 | 2026-03-31 | → |
| 818 | QUANTITATIVE STRATEGIES, INC. | CALABASAS | 117908 | $186.8M | 2 | 2025-03-31 | → |
| 819 | 917 ADVISORY SERVICES LLC | SPOKANE | 331476 | $167.5M | 4 | 2026-04-30 | → |
| 820 | JOHNSON LYMAN, INC. | LOS ALTOS | 150150 | $202.1M | 2 | 2026-03-31 | → |
| 821 | RICE FINANCIAL CONSULTING, INC. | LOS GATOS | 170346 | $287.2M | 5 | 2026-03-31 | → |
| 822 | KEITH HAMILTON, INC. | LA JOLLA | 155865 | $188.9M | 5 | 2026-03-31 | → |
| 823 | SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | CORONA | 146132 | $702.3M | 25 | 2026-03-31 | → |
| 824 | NBS FINANCIAL & INSURANCE SERVICES INC | WESTLAKE VILLAGE | 110600 | $273.3M | 5 | 2025-03-31 | → |
| 825 | JAFFE ASSET MANAGEMENT LLC | BEVERLY HILLS | 108082 | $116.2M | 2 | 2026-06-30 | → |
| 826 | DRH INVESTMENTS, INC. | THOUSAND OAKS | 164945 | $191.0M | 4 | 2026-03-31 | → |
| 827 | GENTER ADVISORS LLC | LOS ANGELES | 113916 | $182.8M | 63 | 2026-04-30 | → |
| 828 | HORSLEY BRIDGE PARTNERS LLC | SAN FRANCISCO | 110877 | $23.61B | 45 | 2026-06-30 | → |
| 829 | MSP WEALTH MANAGEMENT, LLC | KLAMATH FALLS | 306522 | $228.5M | 6 | 2026-03-31 | → |
| 830 | AVISEN ADVISORS, LLC | SACRAMENTO | 113791 | $389.0M | 9 | 2026-03-31 | → |
| 831 | MADRONA FINANCIAL SERVICES, LLC | EVERETT | 115753 | $691.8M | 18 | 2026-06-30 | → |
| 832 | LAKESIDE ADVISORS INC | SEATTLE | 104540 | $412.2M | 4 | 2026-04-30 | → |
| 833 | LODESTONE WEALTH MANAGEMENT LLC | SPOKANE | 151115 | $346.5M | 3 | 2026-03-31 | → |
| 834 | HARDWORKING CAPITAL ADVISORS, LLC | PALM DESERT | 226760 | $206.0M | 2 | 2026-03-31 | → |
| 835 | ENCOMPASS WEALTH ADVISORS, LLC | PORTLAND | 170807 | $472.8M | 5 | 2026-03-31 | → |
| 836 | GOULD CAPITAL, LLC | TACOMA | 300609 | $175.2M | 3 | 2026-03-31 | → |
| 837 | ALTERI WEALTH LLC | WESTLAKE VILLAGE | 331100 | $566.1M | 7 | 2026-06-30 | → |
| 838 | LIFESTEPS FINANCIAL, INC. | CLAREMONT | 153852 | $442.7M | 9 | 2026-06-30 | → |
| 839 | LAKE TAHOE WEALTH MANAGEMENT, INC. | FOLSOM | 166173 | $301.9M | 5 | 2026-02-28 | → |
| 840 | IGNITE PLANNERS LLC | SAN CLEMENTE | 289797 | $1.14B | 38 | 2026-05-31 | → |
| 841 | SKYLINE ADVISORS, INC. | BELLINGHAM | 188511 | $386.5M | 8 | 2026-01-31 | → |
| 842 | WELCH INVESTMENT GROUP, LLC | GRANTS PASS | 131006 | $263.8M | 3 | 2026-03-31 | → |
| 843 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 844 | ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. | LOS ANGELES | 321735 | $224.4M | 5 | 2026-06-30 | → |
| 845 | SIERRA INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 106615 | $360.9M | 34 | 2026-05-31 | → |
| 846 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 847 | VITA PLANNING GROUP LLC | CAMAS | 312323 | $83.7M | 11 | 2026-04-30 | → |
| 848 | DKM WEALTH MANAGEMENT, INC. | STOCKTON | 316778 | $316.8M | 3 | 2026-02-28 | → |
| 849 | MEASURED RISK PORTFOLIOS, INC. | SAN DIEGO | 141422 | $597.2M | 13 | 2026-04-30 | → |
| 850 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 851 | SACKETT WEALTH ADVISORS, INC. | BREA | 289950 | $212.3M | 5 | 2026-03-31 | → |
| 852 | CLEARVIEW WEALTH MANAGEMENT, LLC | IRVINE | 288978 | $178.5M | 3 | 2026-06-30 | → |
| 853 | HBA ADVISORS, LLC | PASADENA | 152050 | $234.3M | 4 | 2026-06-30 | → |
| 854 | CCG WEALTH MANAGEMENT, LLC | SAN DIEGO | 296985 | $1.20B | 64 | 2026-06-30 | → |
| 855 | ROBINSWOOD FINANCIAL LLC | KIRKLAND | 143417 | $433.3M | 6 | 2026-05-31 | → |
| 856 | DEDICATED CAPITAL ADVISORS, LLC | SAN FRANCISCO | 168132 | $162.5M | 2 | 2026-03-31 | → |
| 857 | TRIAGEN WEALTH MANAGEMENT LLC | CALABASAS | 308457 | $535.2M | 5 | 2026-03-31 | → |
| 858 | GREAT NORTHERN ASSET MANAGEMENT, LLC | VANCOUVER | 139457 | $222.3M | 3 | 2025-07-31 | → |
| 859 | THRYVE WEALTH MANAGEMENT LLC | SANTA BARBARA | 335920 | $304.0M | 9 | 2026-04-30 | → |
| 860 | LIFEFOCUS FINANCIAL ADVISORS, LLC | WALLA WALLA | 136020 | $103.5M | 2 | 2026-06-30 | → |
| 861 | KERUX, LLC | GRANITE BAY | 327724 | $428.0M | 2 | 2026-04-30 | → |
| 862 | MARK GILLAM ENTERPRISES | FAIR OAKS | 108632 | $210.3M | 6 | 2026-03-31 | → |
| 863 | INSIGHTS INVESTMENTS LLC | PALO ALTO | 309727 | $45.8M | 1 | 2026-03-31 | → |
| 864 | 15 EQUITY, LLC | SANTA BARBARA | 310628 | $135.9M | 7 | 2026-03-31 | → |
| 865 | EIGER WEALTH MANAGEMENT, LLC | SAN DIEGO | 304321 | $338.7M | 6 | 2026-03-31 | → |
| 866 | CROSS FINANCIAL ADVISORS, LLC | BEAVERTON | 287686 | $481.8M | 12 | 2026-03-31 | → |
| 867 | WESPAC ADVISORS SOCAL, LLC | PASADENA | 158413 | $609.8M | 12 | 2026-06-30 | → |
| 868 | PACIFIC ASSET MANAGEMENT, LLC | GIG HARBOR | 115157 | $384.8M | 7 | 2026-06-30 | → |
| 869 | KRANE FINANCIAL SOLUTIONS, LLC | CALABASAS | 153594 | $295.0M | 4 | 2026-03-31 | → |
| 870 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | SAN DIEGO | 129803 | $239.4M | 5 | 2026-02-28 | → |
| 871 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 872 | MADRONE INVESTMENT ADVISORY, LLC | SAN RAFAEL | 149549 | $254.3M | 1 | 2026-03-31 | → |
| 873 | PRING/TURNER CAPITAL GROUP, INC. | ALAMO | 110931 | $262.1M | 4 | 2025-09-30 | → |
| 874 | ROUND HILL ASSET MANAGEMENT INC | PASADENA | 107069 | $271.3M | 6 | 2026-03-31 | → |
| 875 | SUN GROUP WEALTH PARTNERS LLC | IRVINE | 166372 | $224.5M | 7 | 2026-05-31 | → |
| 876 | SHUM FINANCIAL GROUP, INC. | ALAMEDA | 285426 | $322.0M | 4 | 2026-02-28 | → |
| 877 | HAHN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 108911 | $390.0M | 5 | 2026-03-31 | → |
| 878 | YARASH GLOBAL SOLUTIONS INC. | GLENDALE | 335185 | $18.0M | 1 | 2026-01-31 | → |
| 879 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 880 | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. | WESTLAKE VILLAGE | 120228 | $151.6M | 4 | 2026-03-31 | → |
| 881 | D'ARCY CAPITAL MANAGEMENT, LLC | SAN DIEGO | 156264 | $225.6M | 4 | 2026-02-28 | → |
| 882 | QUANTUM FINANCIAL ADVISORS, LLC | SANTA MONICA | 317386 | $1.48B | 16 | 2026-06-30 | → |
| 883 | DUCERE WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 337471 | $503.8M | 11 | 2026-04-30 | → |
| 884 | BETTERWEALTH LLC | SAN JOSE | 226661 | $659.9M | 6 | 2026-04-30 | → |
| 885 | SAGE RHINO CAPITAL LLC | MENLO PARK | 290148 | $883.7M | 10 | 2026-03-31 | → |
| 886 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | CORVALLIS | 138347 | $275.4M | 7 | 2026-03-31 | → |
| 887 | TOTAL WEALTH SERVICES, LLC | WESTLAKE VILLAGE | 331833 | $186.1M | 6 | 2026-03-31 | → |
| 888 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | SHERMAN OAKS | 290062 | $415.5M | 4 | 2026-04-30 | → |
| 889 | CALLAN CAPITAL, LLC | LA JOLLA | 142527 | $2.33B | 21 | 2025-03-31 | → |
| 890 | INTEGRIS WEALTH MANAGEMENT, LLC | MONTEREY | 111336 | $812.0M | 18 | 2026-04-30 | → |
| 891 | WELLACRE WEALTH MANAGEMENT, LLC | SANTA MONICA | 306770 | $104.3M | 2 | 2026-02-28 | → |
| 892 | WULFF, HANSEN & CO. | SAN RAFAEL | 908 | $132.5M | 9 | 2026-03-31 | → |
| 893 | JDH WEALTH MANAGEMENT, LLC | SANTA ROSA | 112474 | $494.9M | 2 | 2026-04-30 | → |
| 894 | WESCAP MANAGEMENT GROUP, INC. | GLENDALE | 104759 | $1.09B | 13 | 2026-03-31 | → |
| 895 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 896 | GRANGE CAPITAL, LLC | BEAVERTON | 131699 | $217.2M | 6 | 2026-03-31 | → |
| 897 | PROCORE ADVISORS, LLC | NEWPORT BEACH | 289037 | $143.7M | 3 | 2026-03-31 | → |
| 898 | BAY CLIADAKIS & ASSOCIATES, LLC | CHICO | 301214 | $135.0M | 3 | 2026-03-31 | → |
| 899 | THE KOCEN FINANCIAL GROUP, INC. | RANCHO MIRAGE | 112129 | $185.9M | 5 | 2026-03-31 | → |
| 900 | TRIAD INVESTMENT MANAGEMENT, LLC | NEWPORT BEACH | 146786 | $119.5M | 2 | 2026-06-30 | → |
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