Research Report · 2026-06-30
Largest Registered Investment Advisers in the West Coast
SEC-registered investment advisers based in the West Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,395
Total AUM
$24.88T
Median AUM
$446.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | CRCM L.P. | SAN FRANCISCO | 160976 | $746.7M | 13 | 2026-04-30 | → |
| 902 | PARKSIDE ADVISORS LLC | BERKELEY | 125553 | $746.5M | 9 | 2025-05-31 | → |
| 903 | RUNNING POINT CAPITAL ADVISORS LLC | EL SEGUNDO | 306275 | $745.6M | 9 | 2026-03-31 | → |
| 904 | CUREWELL CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318142 | $744.3M | 7 | 2026-05-31 | → |
| 905 | KAYE CAPITAL MANAGEMENT | EL SEGUNDO | 109329 | $743.2M | 6 | 2025-02-28 | → |
| 906 | GRADIENT CAPITAL ADVISORS, LLC | SAN DIEGO | 168912 | $742.2M | 7 | 2026-02-28 | → |
| 907 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 908 | GENERATE CAPITAL ADVISORS, PB LLC | SAN FRANCISCO | 318680 | $737.2M | 29 | 2026-04-30 | → |
| 909 | INDABA CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 157905 | $736.8M | 14 | 2025-06-30 | → |
| 910 | ALLIUM FINANCIAL ADVISORS, LLC | LAKE OSWEGO | 288462 | $733.5M | 10 | 2026-03-31 | → |
| 911 | CLARITY WEALTH ADVISORS, LLC | SAN JOSE | 157913 | $732.9M | 5 | 2026-03-31 | → |
| 912 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 913 | NAVALIGN, LLC | ENCINO | 119919 | $731.9M | 10 | 2026-04-30 | → |
| 914 | TRAVEKA WEALTH, LLC | LOS ALTOS | 328421 | $730.8M | 7 | 2026-02-28 | → |
| 915 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | SAN FRANCISCO | 131413 | $730.0M | 9 | 2026-03-31 | → |
| 916 | HUBER CAPITAL MANAGEMENT LLC | EL SEGUNDO | 143344 | $729.2M | 11 | 2026-04-30 | → |
| 917 | PIKE STREET CAPITAL, LP | SEATTLE | 300264 | $727.4M | 12 | 2026-03-31 | → |
| 918 | TRADEWINDS CAPITAL MANAGEMENT, LLC | BELLINGHAM | 145934 | $727.3M | 10 | 2026-03-31 | → |
| 919 | THE CYPRESS FUNDS LLC | LOS ANGELES | 107502 | $723.2M | 7 | 2026-03-31 | → |
| 920 | BITWISE INVESTMENT MANAGER, LLC | SAN FRANCISCO | 317943 | $721.8M | 26 | 2026-06-30 | → |
| 921 | R. S. CRUM, INC. | NEWPORT BEACH | 158621 | $720.7M | 9 | 2026-03-31 | → |
| 922 | MEDINA VALUE PARTNERS, LLC | LOS ANGELES | 155192 | $717.2M | 7 | 2026-03-31 | → |
| 923 | ATLAS LEGACY ADVISORS LLC | LOS ANGELES | 329888 | $715.0M | 5 | 2026-03-31 | → |
| 924 | USCF ADVISERS LLC | WALNUT CREEK | 171962 | $714.9M | 14 | 2026-03-31 | → |
| 925 | FRONTIER GLOBAL PARTNERS LLC | LA JOLLA | 145341 | $713.1M | 10 | 2026-02-28 | → |
| 926 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 927 | RIDGECREST WEALTH PARTNERS, LLC | SAN RAFAEL | 311984 | $705.1M | 3 | 2026-03-31 | → |
| 928 | PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC | SAN CARLOS | 283261 | $703.6M | 4 | 2026-04-30 | → |
| 929 | SAFEGUARD INVESTMENT ADVISORY GROUP, LLC | CORONA | 146132 | $702.3M | 25 | 2026-03-31 | → |
| 930 | PREISZ ASSOCIATES, INC. | PORTLAND | 144469 | $701.7M | 10 | 2026-03-31 | → |
| 931 | KTF INVESTMENTS, LLC | SEAL BEACH | 337465 | $700.2M | 7 | 2026-03-31 | → |
| 932 | TIDEMARK MANAGEMENT COMPANY LP | MENLO PARK | 313541 | $699.6M | 16 | 2026-03-31 | → |
| 933 | THE RETIREMENT SOLUTION LLC | REDMOND | 148106 | $699.4M | 35 | 2026-05-31 | → |
| 934 | TEMPUS WEALTH PLANNING, LLC | IRVINE | 285349 | $699.4M | 9 | 2026-03-31 | → |
| 935 | HAMILTON WEALTH, LLC | LOS ANGELES | 289462 | $697.8M | 4 | 2026-03-31 | → |
| 936 | PALO ALTO INVESTORS LP | PALO ALTO | 109171 | $696.0M | 10 | 2026-03-31 | → |
| 937 | PREMIER WEALTH ADVISORS, LLC | SAN DIEGO | 285510 | $694.9M | 6 | 2026-02-28 | → |
| 938 | COGENUITY PARTNERS, LLC | SAN FRANCISCO | 332474 | $693.8M | 16 | 2026-04-30 | → |
| 939 | BONNIE WUSZ & ASSOCIATES, INC. | ORANGE | 116471 | $692.8M | 5 | 2026-01-31 | → |
| 940 | MADRONA FINANCIAL SERVICES, LLC | EVERETT | 115753 | $691.8M | 18 | 2026-06-30 | → |
| 941 | LAZARI CAPITAL MANAGEMENT, INC. | BURBANK | 172932 | $691.1M | 14 | 2026-05-31 | → |
| 942 | KEENAN CAPITAL, LLC | BURLINGAME | 167390 | $687.6M | 6 | 2026-03-31 | → |
| 943 | ALLIANCE ADVISORY & SECURITIES, LLC | WESTLAKE VILLAGE | 18835 | $687.4M | 21 | 2026-04-30 | → |
| 944 | MA PRIVATE WEALTH, LLC | SAN CARLOS | 291366 | $686.0M | 7 | 2026-04-30 | → |
| 945 | SER CAPITAL PARTNERS MANAGEMENT, LP | REDWOOD CITY | 307713 | $685.8M | 11 | 2026-03-31 | → |
| 946 | VANTAGE WEALTH | PASADENA | 111324 | $683.8M | 6 | 2026-01-31 | → |
| 947 | PHOCAS FINANCIAL CORPORATION | ALAMEDA | 135470 | $682.7M | 10 | 2026-05-31 | → |
| 948 | DASH ACQUISITIONS INC. | WOODLAND HILLS | 135281 | $681.6M | 9 | 2026-03-31 | → |
| 949 | VON BORSTEL & ASSOCIATES, INC. | THE DALLES | 309746 | $680.2M | 11 | 2026-03-31 | → |
| 950 | EFM INVESTMENTS & ADVISORY LLC | PORTLAND | 339744 | $680.0M | 13 | 2026-03-31 | → |
| 951 | PENINSULA WEALTH, LLC | SAN FRANCISCO | 152436 | $676.4M | 7 | 2025-03-31 | → |
| 952 | YIHENG CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 163812 | $675.8M | 6 | 2026-03-31 | → |
| 953 | INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK | 146569 | $673.9M | 7 | 2026-03-31 | → |
| 954 | DIVERSIFI CAPITAL INC | LOS ALTOS | 242788 | $671.4M | 13 | 2026-05-31 | → |
| 955 | ARABLE CAPITAL PARTNERS, LLC | BELLEVUE | 287629 | $671.2M | 8 | 2026-03-31 | → |
| 956 | PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC. | FOLSOM | 105052 | $671.0M | 11 | 2026-04-30 | → |
| 957 | ELEVATION WEALTH PARTNERS, LLC | WALNUT CREEK | 123971 | $670.7M | 8 | 2026-05-31 | → |
| 958 | PACIFIC CAPITAL WEALTH ADVISORS, INC. | CORONA | 159294 | $668.6M | 9 | 2026-03-31 | → |
| 959 | VERIDAN WEALTH LLC | WEST LINN | 329666 | $667.2M | 5 | 2026-06-30 | → |
| 960 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 961 | DILIGENT INVESTORS, LLC | REDLANDS | 158708 | $663.1M | 3 | 2026-02-28 | → |
| 962 | CRUDEN BAY INVESTMENT MANAGEMENT, LLC | WESTLAKE VILLAGE | 284787 | $663.1M | 4 | 2026-03-31 | → |
| 963 | THREE ARCH WEALTH MANAGEMENT LLC | IRVINE | 333733 | $662.4M | 5 | 2026-06-30 | → |
| 964 | WESTSHORE WEALTH, LLC | NEWPORT BEACH | 283843 | $662.4M | 10 | 2026-03-31 | → |
| 965 | BETTERWEALTH LLC | SAN JOSE | 226661 | $659.9M | 6 | 2026-04-30 | → |
| 966 | ARCHER CAPITAL GROUP MANAGEMENT, LLC | LOS ANGELES | 317047 | $659.6M | 8 | 2026-04-30 | → |
| 967 | PURUS WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 174490 | $658.1M | 12 | 2026-03-31 | → |
| 968 | SPECTRUM ASSET MANAGEMENT INC | NEWPORT BEACH | 111007 | $657.3M | 12 | 2026-03-31 | → |
| 969 | M37 MANAGEMENT LP | MENLO PARK | 332714 | $656.4M | 6 | 2026-05-31 | → |
| 970 | WARREN STREET WEALTH ADVISORS, LLC | IRVINE | 173447 | $656.1M | 10 | 2026-03-31 | → |
| 971 | BMB ADVISERS LLC | LOS ANGELES | 118410 | $655.8M | 3 | 2026-03-31 | → |
| 972 | ROBINHOOD VENTURES DE, LLC | MENLO PARK | 339165 | $655.3M | 125 | 2026-05-31 | → |
| 973 | RBO & CO, LLC | ST. HELENA | 112172 | $654.8M | 8 | 2026-01-31 | → |
| 974 | ACM MANAGEMENT COMPANY, LLC | PORTLAND | 283037 | $650.1M | 18 | 2026-03-31 | → |
| 975 | ARIXA MANAGEMENT, LLC | LOS ANGELES | 336603 | $647.9M | 94 | 2026-03-31 | → |
| 976 | PEAKVIEW MANAGEMENT, LLC | MENLO PARK | 305663 | $646.4M | 5 | 2026-06-30 | → |
| 977 | DAFNA CAPITAL MANAGEMENT, LLC | LOS ANGELES | 129053 | $645.2M | 8 | 2026-03-31 | → |
| 978 | RICHARDS, MERRILL & PETERSON, INC. | SPOKANE | 713 | $643.6M | 10 | 2026-03-31 | → |
| 979 | HERITAGE WEALTH MANAGEMENT, INC. | SAN DIEGO | 316956 | $643.4M | 13 | 2026-06-30 | → |
| 980 | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | PORTLAND | 182520 | $642.6M | 16 | 2026-04-30 | → |
| 981 | LIBRA WEALTH LLC | LOS GATOS | 288098 | $639.8M | 5 | 2026-03-31 | → |
| 982 | TCFG INVESTMENT ADVISORS, LLC | LAGUNA NIGUEL | 166606 | $639.4M | 27 | 2026-04-30 | → |
| 983 | KARMEL CAPITAL MANAGEMENT LLC | SOLANA BEACH | 307701 | $636.1M | 8 | 2026-05-31 | → |
| 984 | MERRITT POINT PARTNERS LLC | OAKLAND | 298680 | $636.1M | 4 | 2026-04-30 | → |
| 985 | THE ROXBOROUGH GROUP, LLC | SAN FRANCISCO | 310949 | $636.0M | 15 | 2026-03-31 | → |
| 986 | CENTRAL VALLEY ADVISORS, LLC | SACRAMENTO | 324974 | $633.7M | 6 | 2026-06-30 | → |
| 987 | VICKERMAN INVESTMENT ADVISORS, INC. | SPOKANE | 313240 | $632.3M | 7 | 2026-02-28 | → |
| 988 | FORTEM FINANCIAL GROUP, LLC | PALM DESERT | 291662 | $631.9M | 10 | 2026-04-30 | → |
| 989 | BOLTHOUSE INVESTMENTS, LLC | BAKERSFIELD | 148531 | $631.2M | 9 | 2026-04-30 | → |
| 990 | L.S.Y., INC | SAN RAMON | 38 | $630.7M | 32 | 2026-06-30 | → |
| 991 | NEUMANN CAPITAL MANAGEMENT, LLC | FOSTER CITY | 112182 | $630.3M | 4 | 2026-03-31 | → |
| 992 | DOHJ, LLC | SEATTLE | 299817 | $629.3M | 15 | 2025-01-31 | → |
| 993 | FINDEC WEALTH SERVICES, INC. | STOCKTON | 311949 | $627.9M | 5 | 2026-03-31 | → |
| 994 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | SEATTLE | 107475 | $627.8M | 7 | 2026-01-31 | → |
| 995 | ARIADNE WEALTH MANAGEMENT, LP | SANTA BARBARA | 170999 | $627.3M | 6 | 2026-03-31 | → |
| 996 | EPSILON FINANCIAL GROUP, INC. | FAIRFIELD | 111990 | $626.1M | 8 | 2026-06-30 | → |
| 997 | PORTFOLIO DESIGN LABS, LLC | ENCINO | 318127 | $624.9M | 5 | 2026-05-31 | → |
| 998 | FINANCIAL CONNECTIONS GROUP, INC. | LARKSPUR | 108906 | $624.6M | 7 | 2026-01-31 | → |
| 999 | L2 POINT MANAGEMENT LLC | SAN FRANCISCO | 317924 | $622.5M | 10 | 2026-05-31 | → |
| 1000 | AVALAN, LLC | SANTA BARBARA | 156109 | $621.8M | 11 | 2026-03-31 | → |
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