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 | |
|---|---|---|---|---|---|---|---|
| 1101 | DLK INVESTMENT MANAGEMENT | SOLANA BEACH | 149096 | $524.0M | 5 | 2026-03-31 | → |
| 1102 | VERSO PARTNERS LP | SAN FRANCISCO | 318319 | $521.6M | 6 | 2026-02-28 | → |
| 1103 | ADVANTAGE ALPHA CAPITAL PARTNERS LP | SAN FRANCISCO | 297816 | $521.4M | 6 | 2025-03-31 | → |
| 1104 | REFLOW SERVICES, LLC | SAN FRANCISCO | 158301 | $521.4M | 6 | 2026-06-30 | → |
| 1105 | 3000 MANAGEMENT, INC. | SAN FRANCISCO | 121168 | $520.9M | 9 | 2026-03-31 | → |
| 1106 | GROUNDED CAPITAL, LLC | MILL VALLEY | 323354 | $520.0M | 13 | 2026-05-31 | → |
| 1107 | SUMMIT FINANCIAL ADVISORS, LLC | SAN MATEO | 109280 | $519.0M | 4 | 2025-03-31 | → |
| 1108 | PARKSHORE WEALTH MANAGEMENT | GRANITE BAY | 148052 | $517.9M | 10 | 2026-06-30 | → |
| 1109 | SELDON CAPITAL LP | SAN FRANCISCO | 300755 | $517.8M | 7 | 2026-03-31 | → |
| 1110 | NEST EGG ETFS, LLC | DOWNEY | 332971 | $517.3M | 3 | 2026-03-31 | → |
| 1111 | CHELSEA COUNSEL COMPANY | WOODLAND HILLS | 110399 | $517.0M | 7 | 2026-06-30 | → |
| 1112 | GIFFORD FONG ASSOCIATES | LAFAYETTE | 142917 | $517.0M | 10 | 2026-03-31 | → |
| 1113 | 801 WEST CAPITAL MANAGEMENT, LLC | LAKE OSWEGO | 168417 | $515.9M | 4 | 2026-03-31 | → |
| 1114 | PRUDENT INVESTORS NETWORK, INC. | LAKE FOREST | 127284 | $515.8M | 8 | 2026-04-30 | → |
| 1115 | PRISM ADVISORS, INC. | STUDIO CITY | 286474 | $515.1M | 5 | 2026-03-31 | → |
| 1116 | GAVILAN INVESTMENT PARTNERS LLC | BURLINGAME | 311134 | $514.7M | 2 | 2026-05-31 | → |
| 1117 | DEW POINT CAPITAL, INC. | LOS ANGELES | 305010 | $513.2M | 2 | 2026-03-31 | → |
| 1118 | CYPRESS POINT INVESTMENT MANAGEMENT LP | MILL VALLEY | 316549 | $512.4M | 4 | 2026-03-31 | → |
| 1119 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | PASADENA | 109766 | $510.9M | 5 | 2026-02-28 | → |
| 1120 | IBN ASSET MANAGEMENT, LLC | THOUSAND OAKS | 290114 | $508.2M | 6 | 2026-03-31 | → |
| 1121 | SOLACE CAPITAL PARTNERS, L.P. | EL SEGUNDO | 175319 | $508.1M | 10 | 2026-03-31 | → |
| 1122 | FINANCIAL DESIGNS CORPORATION | CLAREMONT | 14829 | $507.9M | 6 | 2026-01-31 | → |
| 1123 | BOONE WEALTH ADVISORS, LLC | BELLEVUE | 116682 | $506.8M | 9 | 2026-03-31 | → |
| 1124 | NEXT HORIZON CAPITAL, LP | SAN FRANCISCO | 321649 | $505.8M | 7 | 2026-06-30 | → |
| 1125 | OLIVER CAPITAL MANAGEMENT, LLC | SEATTLE | 127606 | $505.5M | 2 | 2026-03-31 | → |
| 1126 | BRENNAN JOHN DAVID | CORONADO | 108801 | $505.2M | 2 | 2025-04-30 | → |
| 1127 | DUCERE WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 337471 | $503.8M | 11 | 2026-04-30 | → |
| 1128 | WEINBERGER ASSET MANAGEMENT, INC | LOS ANGELES | 106176 | $503.6M | 3 | 2026-03-31 | → |
| 1129 | ETESIAN WEALTH ADVISORS, INC. | WEST LINN | 152127 | $503.3M | 8 | 2026-03-31 | → |
| 1130 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 339321 | $503.0M | 10 | 2026-03-31 | → |
| 1131 | PRESERVATION EQUITY FUND ADVISORS, LLC | IRVINE | 300968 | $502.9M | 11 | 2026-03-31 | → |
| 1132 | BOLTWOOD CAPITAL MANAGEMENT | WALNUT CREEK | 110293 | $502.5M | 2 | 2026-04-30 | → |
| 1133 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 1134 | PRIVATE WEALTH SOLUTIONS, LLC | CALABASAS | 289437 | $500.0M | 5 | 2026-02-28 | → |
| 1135 | GREENSTONE PARTNERS, LLC | LARKSPUR | 136566 | $499.3M | 5 | 2026-06-30 | → |
| 1136 | PRESIDIO CAPITAL MANAGEMENT, LLC | SAN DIEGO | 304501 | $498.9M | 14 | 2026-03-31 | → |
| 1137 | SCHMIDT FINANCIAL MANAGEMENT, INC. | KIRKLAND | 328247 | $497.5M | 7 | 2026-03-31 | → |
| 1138 | AKKADIAN CEF MANAGER, LLC | SAN FRANCISCO | 338152 | $496.3M | 14 | 2026-04-30 | → |
| 1139 | STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP | MENLO PARK | 284310 | $495.8M | 11 | 2026-04-30 | → |
| 1140 | INFANGER INVESTMENT TECHNOLOGY, LLC | MOUNTAIN VIEW | 112328 | $494.9M | 2 | 2026-03-31 | → |
| 1141 | JDH WEALTH MANAGEMENT, LLC | SANTA ROSA | 112474 | $494.9M | 2 | 2026-04-30 | → |
| 1142 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | LAKE OSWEGO | 152154 | $494.6M | 10 | 2026-04-30 | → |
| 1143 | CHICO WEALTH RIA, INC. | CHICO | 162562 | $492.0M | 4 | 2026-03-31 | → |
| 1144 | ATWATER CAPITAL, LLC | LOS ANGELES | 299075 | $491.5M | 6 | 2026-03-31 | → |
| 1145 | ONE DEGREE ADVISORS, INC. | SAN DIEGO | 170392 | $489.0M | 6 | 2026-05-31 | → |
| 1146 | WESTERLY CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 140089 | $488.9M | 3 | 2026-03-31 | → |
| 1147 | GORDIAN WEALTH ADVISORS, LLC | MILL VALLEY | 281775 | $488.7M | 7 | 2026-03-31 | → |
| 1148 | FINANCIAL AVENGERS, INC. | OAKLAND | 119636 | $488.4M | 2 | 2026-03-31 | → |
| 1149 | 44 WEALTH MANAGEMENT LLC | EUGENE | 309647 | $487.4M | 5 | 2026-03-31 | → |
| 1150 | BELL & BROWN WEALTH ADVISORS, LLC | NEWPORT BEACH | 175419 | $486.8M | 3 | 2026-02-28 | → |
| 1151 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 1152 | INTERLOCK EQUITY LP | LOS ANGELES | 315618 | $486.4M | 14 | 2026-03-31 | → |
| 1153 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 1154 | MOUNTAIN PACIFIC ADVISORS, LLC | BELLEVUE | 151666 | $484.3M | 6 | 2026-03-31 | → |
| 1155 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 1156 | CROSS FINANCIAL ADVISORS, LLC | BEAVERTON | 287686 | $481.8M | 12 | 2026-03-31 | → |
| 1157 | TRELLIS WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 154861 | $479.8M | 4 | 2026-03-31 | → |
| 1158 | AF ADVISORS, INC. | SACRAMENTO | 149683 | $479.8M | 2 | 2026-03-31 | → |
| 1159 | ELMWOOD WEALTH MANAGEMENT, INC. | BERKELEY | 165639 | $477.9M | 6 | 2026-05-31 | → |
| 1160 | BARNES WEALTH MANAGEMENT GROUP, INC. | BAKERSFIELD | 132189 | $477.2M | 12 | 2026-03-31 | → |
| 1161 | ANDRA CAPITAL LLC | SAN FRANCISCO | 314080 | $476.5M | 5 | 2026-02-28 | → |
| 1162 | WIMMER ASSOCIATES I, LLC | PASADENA | 125243 | $475.9M | 4 | 2026-04-30 | → |
| 1163 | SDS REAL ESTATE ADVISORS | LOS ANGELES | 309932 | $473.8M | 14 | 2026-03-31 | → |
| 1164 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 1165 | BLUE WATER WEALTH, INC. | PORTLAND | 164432 | $472.8M | 15 | 2026-03-31 | → |
| 1166 | ENCOMPASS WEALTH ADVISORS, LLC | PORTLAND | 170807 | $472.8M | 5 | 2026-03-31 | → |
| 1167 | STERLING GROUP WEALTH MANAGEMENT, LLC | PASADENA | 111782 | $471.3M | 9 | 2026-03-31 | → |
| 1168 | RINKEY INVESTMENTS | SAN DIEGO | 149576 | $471.1M | 14 | 2026-05-31 | → |
| 1169 | FORTITUDE ADVISORY GROUP L.L.C. | GIG HARBOR | 116083 | $467.5M | 15 | 2026-03-31 | → |
| 1170 | WEALTHVALUES, LLC | REDWOOD CITY | 140004 | $466.5M | 5 | 2026-03-31 | → |
| 1171 | CLELLAND & CO INC | SAN DIEGO | 105406 | $465.7M | 3 | 2026-03-31 | → |
| 1172 | ARROWROOT CAPITAL MANAGEMENT, LLC | MARINA DEL REY | 285193 | $465.5M | 16 | 2026-05-31 | → |
| 1173 | FELLOWSHIP FINANCIAL PLANNING, LLC | SPOKANE | 330347 | $465.3M | 12 | 2026-03-31 | → |
| 1174 | OLIVE PARTNERS MANAGEMENT LLC | PALO ALTO | 335855 | $465.2M | 14 | 2026-06-30 | → |
| 1175 | VERT ASSET MANAGEMENT LLC | SAUSALITO | 288445 | $464.4M | 2 | 2026-01-31 | → |
| 1176 | MKT ADVISORS LLC | CARLSBAD | 163833 | $463.7M | 6 | 2026-05-31 | → |
| 1177 | MONARCH WEALTH STRATEGIES | SANTA BARBARA | 136029 | $463.5M | 7 | 2026-03-31 | → |
| 1178 | TIDEMARK, LLC | SAN DIEGO | 327611 | $462.5M | 12 | 2026-06-30 | → |
| 1179 | SAM ADVISORS, LLC | OAKHURST | 108685 | $462.3M | 3 | 2026-02-28 | → |
| 1180 | RED IRON GROUP MANAGEMENT, LLC | MENLO PARK | 317920 | $461.6M | 16 | 2026-03-31 | → |
| 1181 | AOF MANAGEMENT LLC | LOS ANGELES | 170193 | $461.5M | 6 | 2026-06-30 | → |
| 1182 | FUSION CAPITAL PARTNERS, LP | LOS ANGELES | 333924 | $461.4M | 9 | 2026-06-30 | → |
| 1183 | SAYBROOK FUND ADVISORS, LLC | SANTA MONICA | 158634 | $461.2M | 11 | 2026-03-31 | → |
| 1184 | TRUE NORTH RETIREMENT ADVISORS, LLC | CLACKAMAS | 290885 | $460.9M | 7 | 2026-03-31 | → |
| 1185 | BETA WEALTH GROUP, INC | SAN DIEGO | 165224 | $460.3M | 3 | 2026-06-30 | → |
| 1186 | SEASIDE WEALTH MANAGEMENT, INC. | CARLSBAD | 271039 | $459.3M | 12 | 2026-02-28 | → |
| 1187 | RETIREMENT CONSULTING GROUP, INC. | LAKE OSWEGO | 311184 | $457.0M | 4 | 2026-03-31 | → |
| 1188 | LUCAS GROUP FINANCIAL PLANNERS, INC. | SACRAMENTO | 130163 | $456.5M | 6 | 2026-01-31 | → |
| 1189 | CHANEY CAPITAL MANAGEMENT INC. | LYNNWOOD | 116511 | $455.5M | 6 | 2026-05-31 | → |
| 1190 | PROVENANCE MANAGEMENT CO., LP | BEVERLY HILLS | 307347 | $454.1M | 8 | 2026-03-31 | → |
| 1191 | CONFIDENCE WEALTH MANAGEMENT, INC. | LOS ANGELES | 127383 | $454.1M | 19 | 2026-03-31 | → |
| 1192 | AUDENT GLOBAL ASSET MANAGEMENT, LLC | WEST HOLLYWOOD | 308166 | $452.3M | 7 | 2026-03-31 | → |
| 1193 | RBA WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 291029 | $452.1M | 7 | 2026-03-31 | → |
| 1194 | PRIVATE WEALTH ADVISORS, LLC | FRESNO | 141971 | $451.2M | 6 | 2026-03-31 | → |
| 1195 | KINETIC INVESTMENT MANAGEMENT, INC. | LOS ANGELES | 283034 | $450.9M | 39 | 2026-06-30 | → |
| 1196 | NOLAN MANAGEMENT LLC | HERMOSA BEACH | 312637 | $450.4M | 8 | 2026-05-31 | → |
| 1197 | STEPHENSON AND COMPANY, INC. | SAN CLEMENTE | 111453 | $447.0M | 5 | 2026-03-31 | → |
| 1198 | ROBERTS WEALTH ADVISORS, LLC | MENLO PARK | 308827 | $446.0M | 6 | 2026-03-31 | → |
| 1199 | ASCENT CAPITAL MANAGEMENT, LLC | BEND | 131423 | $445.6M | 6 | 2025-06-30 | → |
| 1200 | SPECTRUM WEALTH ADVISORY GROUP, LLC | GRANITE BAY | 298632 | $445.4M | 5 | 2026-03-31 | → |
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