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 | |
|---|---|---|---|---|---|---|---|
| 1001 | AVISO WEALTH MANAGEMENT | BELLEVUE | 108146 | $621.3M | 9 | 2026-03-31 | → |
| 1002 | PARALLAXES CAPITAL MANAGEMENT, LLC | LOS ANGELES | 291657 | $620.8M | 4 | 2026-03-31 | → |
| 1003 | TRI-AD CAPITAL MANAGEMENT I, LLC | ESCONDIDO | 324364 | $619.0M | 1 | 2026-03-31 | → |
| 1004 | MERITAS WEALTH MANAGEMENT, LLC | SAN RAFAEL | 148565 | $618.9M | 12 | 2026-03-31 | → |
| 1005 | SANCUS CAPITAL MANAGEMENT LP | LOS ANGELES | 157121 | $618.9M | 8 | 2026-03-31 | → |
| 1006 | AERIE ADVISORY GROUP LLC | GIG HARBOR | 333610 | $618.1M | 12 | 2026-04-30 | → |
| 1007 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 1008 | CAPITAL PLANNING, LLC | BELLEVUE | 169470 | $617.7M | 12 | 2026-03-31 | → |
| 1009 | WEST WEALTH GROUP, LLC | IRVINE | 316644 | $616.7M | 35 | 2026-05-31 | → |
| 1010 | CATALINA CAPITAL GROUP, LLC | TORRANCE | 172556 | $616.3M | 3 | 2026-02-28 | → |
| 1011 | STOLPER & COMPANY | SAN DIEGO | 6911 | $615.7M | 2 | 2026-01-31 | → |
| 1012 | FMB WEALTH MANAGEMENT | WESTLAKE VILLAGE | 122309 | $615.7M | 12 | 2026-04-30 | → |
| 1013 | MEANINGFUL PARTNERS LLC | EL SEGUNDO | 306169 | $615.2M | 8 | 2026-03-31 | → |
| 1014 | FINANCIAL ALTERNATIVES, INC. | LA JOLLA | 108245 | $614.8M | 13 | 2026-03-31 | → |
| 1015 | PEREGRINE ASSET ADVISERS, INC. | PORTLAND | 115738 | $611.0M | 8 | 2026-03-31 | → |
| 1016 | WEINAND FINANCIAL, INC. | LACEY | 328590 | $610.4M | 5 | 2026-03-31 | → |
| 1017 | WESPAC ADVISORS SOCAL, LLC | PASADENA | 158413 | $609.8M | 12 | 2026-06-30 | → |
| 1018 | WOODWARD DIVERSIFIED CAPITAL, LLC | BAKERSFIELD | 306299 | $609.8M | 6 | 2026-03-31 | → |
| 1019 | CALDWELL SUTTER CAPITAL, INC. | SAUSALITO | 10489 | $605.7M | 17 | 2026-04-30 | → |
| 1020 | AR ASSET MANAGEMENT, INC. | WEST HOLLYWOOD | 110342 | $602.6M | 4 | 2025-09-30 | → |
| 1021 | AGRIGLOBE LAND ADVISORS, LLC | FRESNO | 337868 | $602.2M | 4 | 2026-03-31 | → |
| 1022 | PRAETORIAN WEALTH MANAGEMENT, INC. | CARMEL | 147814 | $598.7M | 8 | 2026-01-31 | → |
| 1023 | MEASURED RISK PORTFOLIOS, INC. | SAN DIEGO | 141422 | $597.2M | 13 | 2026-04-30 | → |
| 1024 | GARRISON POINT ADVISORS, LLC | WALNUT CREEK | 292016 | $597.1M | 10 | 2026-04-30 | → |
| 1025 | OCTAHEDRON CAPITAL MANAGEMENT, L.P. | BURLINGAME | 309209 | $594.2M | 5 | 2026-03-31 | → |
| 1026 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | SPOKANE | 115877 | $591.6M | 16 | 2025-12-31 | → |
| 1027 | INCLUSIVE CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 309419 | $591.1M | 4 | 2026-05-31 | → |
| 1028 | SECTION PARTNERS MANAGEMENT, LLC | PALO ALTO | 314618 | $590.0M | 10 | 2026-03-31 | → |
| 1029 | MIG CAPITAL, LLC | NEWPORT BEACH | 160782 | $589.5M | 3 | 2026-03-31 | → |
| 1030 | CASTLE ROCK WEALTH MANAGEMENT, LLC | WALNUT CREEK | 199513 | $587.1M | 7 | 2026-03-31 | → |
| 1031 | CUADRILLA CAPITAL, LLC | SANTA BARBARA | 314510 | $586.6M | 9 | 2026-03-31 | → |
| 1032 | ARX MANAGEMENT, LLC | EL SEGUNDO | 305659 | $586.5M | 4 | 2026-03-31 | → |
| 1033 | AIMZ INVESTMENT ADVISORS LLC | LOS ALTOS | 155810 | $584.8M | 2 | 2026-03-31 | → |
| 1034 | ROWLING & ASSOCIATES LLC | SAN DIEGO | 308292 | $583.0M | 14 | 2026-06-30 | → |
| 1035 | AVALON CAPITAL MANAGEMENT | PORT OF REDWOOD CITY | 107501 | $582.2M | 5 | 2026-03-31 | → |
| 1036 | STEWART WEALTH MANAGEMENT, INC. | SAN RAFAEL | 143425 | $581.5M | 4 | 2026-03-31 | → |
| 1037 | RAINIER INVESTMENT MANAGEMENT LLC | SEATTLE | 105556 | $581.1M | 3 | 2026-06-30 | → |
| 1038 | THE H GROUP, INC. | PORTLAND | 106801 | $580.1M | 15 | 2025-03-31 | → |
| 1039 | NORTHWEST QUADRANT, LLC | BEND | 158455 | $579.7M | 3 | 2026-03-31 | → |
| 1040 | EWG ELEVATE INC. | ROSEVILLE | 291805 | $578.4M | 23 | 2025-03-31 | → |
| 1041 | BOXER CAPITAL MANAGEMENT, LLC | SAN DIEGO | 330106 | $578.2M | 19 | 2026-05-31 | → |
| 1042 | ANGELENO GROUP, LLC | BEVERLY HILLS | 159677 | $576.5M | 12 | 2026-03-31 | → |
| 1043 | SAGE ADVISORS, LLC | EDMONDS | 301328 | $575.1M | 11 | 2026-01-31 | → |
| 1044 | WESTERN STANDARD, LLC | LOS ANGELES | 147864 | $574.9M | 8 | 2026-03-31 | → |
| 1045 | CURTIS ADVISORY GROUP, LLC | SANTA BARBARA | 151695 | $573.7M | 3 | 2026-04-30 | → |
| 1046 | G.W. SHERWOLD ASSOCIATES, INC. | LAKE FOREST | 42186 | $572.4M | 3 | 2026-02-28 | → |
| 1047 | LINEPOINT PARTNERS & CO., LLC | LOS ANGELES | 332598 | $572.1M | 8 | 2026-03-31 | → |
| 1048 | PAINTED PORCH ADVISORS LLC | SANTA BARBARA | 304375 | $571.9M | 21 | 2026-03-31 | → |
| 1049 | TTP INVESTMENTS, INC. | SAN JOSE | 284082 | $570.6M | 3 | 2026-03-31 | → |
| 1050 | BAY HILLS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 158603 | $569.8M | 7 | 2026-03-31 | → |
| 1051 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 1052 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 1053 | DDFG, INC | THOUSAND OAKS | 317862 | $567.8M | 8 | 2026-04-30 | → |
| 1054 | PERSONAL INVESTMENT MANAGEMENT INC | REDMOND | 107829 | $567.6M | 6 | 2025-02-28 | → |
| 1055 | FREC ADVISERS LLC | SAN FRANCISCO | 325982 | $567.2M | 7 | 2026-06-30 | → |
| 1056 | ALTERI WEALTH LLC | WESTLAKE VILLAGE | 331100 | $566.1M | 7 | 2026-06-30 | → |
| 1057 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
| 1058 | TORTUGA ADVISERS LLC | SIMI VALLEY | 137514 | $563.5M | 1 | 2026-04-30 | → |
| 1059 | TOWERPOINT WEALTH, LLC | SACRAMENTO | 288593 | $561.3M | 9 | 2026-06-30 | → |
| 1060 | CORAL TREE MANAGEMENT, LP | LOS ANGELES | 313118 | $560.1M | 9 | 2026-04-30 | → |
| 1061 | AECOM CAPITAL REAL ESTATE, LLC | LOS ANGELES | 298333 | $559.5M | 4 | 2025-12-31 | → |
| 1062 | OCEAN PATH ADVISORS, LLC | MANHATTAN BEACH | 338933 | $559.5M | 6 | 2026-06-30 | → |
| 1063 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 1064 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 1065 | LIFE LINE WEALTH MANAGEMENT LLC | BEVERLY HILLS | 171051 | $557.6M | 6 | 2026-03-31 | → |
| 1066 | TRINITY CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 143097 | $556.8M | 6 | 2026-04-30 | → |
| 1067 | SF EQUITY PARTNERS MANAGEMENT, LLC | SAN FRANCISCO | 162396 | $556.0M | 8 | 2026-03-31 | → |
| 1068 | CONSILIO WEALTH ADVISORS, LLC | BELLEVUE | 314466 | $555.8M | 9 | 2026-04-30 | → |
| 1069 | ION PACIFIC, INC. | VENICE | 328607 | $554.9M | 20 | 2026-05-31 | → |
| 1070 | AVALON GLOBAL ASSET MANAGEMENT LLC | SAN FRANCISCO | 107785 | $553.8M | 5 | 2026-03-31 | → |
| 1071 | ASSET PLANNING, INC | LOS ALAMITOS | 111535 | $553.5M | 5 | 2026-01-31 | → |
| 1072 | CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC | PETALUMA | 125401 | $553.4M | 2 | 2026-03-31 | → |
| 1073 | OMEGA FINANCIAL GROUP, LLC | SANTA BARBARA | 164147 | $552.4M | 6 | 2026-06-30 | → |
| 1074 | DEDORA CAPITAL, INC. | NAPA | 177523 | $550.7M | 12 | 2026-03-31 | → |
| 1075 | PINNACLE WEALTH ADVISORS, LLC | CLACKAMAS | 117517 | $549.7M | 21 | 2026-06-30 | → |
| 1076 | SNIDER RETIREMENT STRATEGIES, INC. | BELLEVUE | 117392 | $549.7M | 15 | 2026-04-30 | → |
| 1077 | CABLE CAR CAPITAL, LP | SAN FRANCISCO | 169234 | $548.3M | 3 | 2026-03-31 | → |
| 1078 | CRUX WEALTH ADVISORS | LONG BEACH | 330731 | $547.7M | 14 | 2026-05-31 | → |
| 1079 | JET WEALTH ADVISORS | LA JOLLA | 333645 | $546.5M | 8 | 2026-06-30 | → |
| 1080 | R.L. EVANS CO. INC. | BELLEVUE | 110699 | $545.0M | 3 | 2026-03-31 | → |
| 1081 | SELBY WEALTH MANAGEMENT, LLC | EMERYVILLE | 334084 | $544.8M | 4 | 2026-02-28 | → |
| 1082 | SIERRA OCEAN, LLC | RIPON | 313829 | $544.6M | 3 | 2026-03-31 | → |
| 1083 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | DANVILLE | 130931 | $543.5M | 1 | 2026-03-31 | → |
| 1084 | HEADWATER INVESTMENT CONSULTING,INC. | MCMINNVILLE | 133009 | $543.0M | 7 | 2026-03-31 | → |
| 1085 | APHIAS CAPITAL, L.P. | SAN FRANCISCO | 336255 | $542.1M | 13 | 2026-03-31 | → |
| 1086 | NORTHMARQ FUND MANAGEMENT, LLC | LAKE OSWEGO | 150703 | $541.3M | 18 | 2026-03-31 | → |
| 1087 | AHOY CAPITAL MANAGEMENT LLC | PALO ALTO | 300100 | $540.3M | 4 | 2026-02-28 | → |
| 1088 | LAWRENCE W. KELLY & ASSOCIATES, INC. | PASADENA | 106635 | $540.1M | 5 | 2026-03-31 | → |
| 1089 | K FUND CAPITAL MANAGEMENT, LLC | LOS ANGELES | 318110 | $539.3M | 2 | 2026-05-31 | → |
| 1090 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | LOS GATOS | 111436 | $535.7M | 17 | 2026-04-30 | → |
| 1091 | SPG ADVISORS LLC | KIRKLAND | 284496 | $535.4M | 9 | 2026-03-31 | → |
| 1092 | TRIAGEN WEALTH MANAGEMENT LLC | CALABASAS | 308457 | $535.2M | 5 | 2026-03-31 | → |
| 1093 | PASSPORT CAPITAL, LLC | SAN FRANCISCO | 134484 | $532.4M | 14 | 2026-04-30 | → |
| 1094 | DST WEALTH MANAGEMENT LLC | INDIAN WELLS | 302110 | $532.1M | 10 | 2026-02-28 | → |
| 1095 | CERRO PACIFIC WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 310825 | $531.6M | 6 | 2026-06-30 | → |
| 1096 | ORIN GREEN FINANCIAL, LLC | SAN DIEGO | 285670 | $528.8M | 7 | 2026-03-31 | → |
| 1097 | ARISTON SERVICES GROUP, LLC | SAN DIEGO | 146255 | $527.0M | 5 | 2026-03-31 | → |
| 1098 | NORTHERN CAPITAL MANAGEMENT, INC. | SPOKANE | 111379 | $526.7M | 11 | 2026-03-31 | → |
| 1099 | RETIREMENT WELLNESS GROUP LLC | PASADENA | 297255 | $526.6M | 2 | 2026-03-31 | → |
| 1100 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | ALISO VIEJO | 288129 | $524.1M | 3 | 2026-03-31 | → |
Related Lists
Sleeve2,395 firms · 2026-06-30