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 | |
|---|---|---|---|---|---|---|---|
| 1301 | ORSO PARTNERS, LP | SOUTH SAN FRANCISCO | 304196 | $387.5M | 3 | 2026-03-31 | → |
| 1302 | BRAESWOOD CARBON MANAGEMENT, LLC | SAN FRANCISCO | 311686 | $387.3M | 4 | 2026-03-31 | → |
| 1303 | SOUNDVIEW ADVISORS, INC. | OLYMPIA | 114437 | $387.2M | 11 | 2026-03-31 | → |
| 1304 | LEWIS ASSET MANAGEMENT, LLC | LAFAYETTE | 143409 | $387.1M | 5 | 2026-05-31 | → |
| 1305 | ARCHVEST WEALTH ADVISORS, INC. | CONCORD | 172087 | $387.0M | 7 | 2026-03-31 | → |
| 1306 | CANTER STRATEGIC WEALTH MANAGEMENT, LLC | LA JOLLA | 167828 | $386.5M | 12 | 2026-03-31 | → |
| 1307 | SKYLINE ADVISORS, INC. | BELLINGHAM | 188511 | $386.5M | 8 | 2026-01-31 | → |
| 1308 | OSTROFE FINANCIAL CONSULTANTS INC | GRASS VALLEY | 110064 | $386.4M | 9 | 2026-02-28 | → |
| 1309 | PLANNED ASSET MANAGEMENT, LLC | CALABASAS | 105986 | $385.3M | 6 | 2025-03-31 | → |
| 1310 | CAIRN INVESTMENT GROUP, INC. | VANCOUVER | 143601 | $385.0M | 6 | 2026-04-30 | → |
| 1311 | PACIFIC ASSET MANAGEMENT, LLC | GIG HARBOR | 115157 | $384.8M | 7 | 2026-06-30 | → |
| 1312 | LASALLE DEBT INVESTORS | LOS ANGELES | 158422 | $384.7M | 14 | 2026-03-31 | → |
| 1313 | KETRON FINANCIAL LLC | NOVATO | 330807 | $384.0M | 5 | 2026-05-31 | → |
| 1314 | ARCHITECT EQUITY MANAGEMENT, LLC | EL SEGUNDO | 328703 | $383.9M | 15 | 2026-03-31 | → |
| 1315 | SANDEEP VARMA WEALTH STRATEGIES, LLC | SAN DIEGO | 137705 | $383.6M | 6 | 2026-02-28 | → |
| 1316 | SONOMA BRANDS PARTNERS II, LLC | SONOMA | 296285 | $382.0M | 6 | 2026-03-31 | → |
| 1317 | WOLFF WIESE MAGANA LLC | CARSLBAD | 157620 | $381.8M | 8 | 2026-04-30 | → |
| 1318 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | EDMONDS | 111166 | $381.6M | 6 | 2026-03-31 | → |
| 1319 | IMS CAPITAL MANAGEMENT LLC | CLACKAMAS | 105939 | $380.9M | 9 | 2026-03-31 | → |
| 1320 | OPTIMA CAPITAL LLC | BEAVERTON | 310146 | $379.8M | 7 | 2026-03-31 | → |
| 1321 | TRITON PACIFIC HEALTHCARE PARTNERS, LLC | SAN JUAN CAPISTRANO | 329737 | $379.6M | 5 | 2026-03-31 | → |
| 1322 | RAINIER CAPITAL PARTNERS LP | SEATTLE | 315967 | $379.5M | 14 | 2026-03-31 | → |
| 1323 | MKT AND ASSOCIATES LLC | TACOMA | 329889 | $378.7M | 6 | 2026-05-31 | → |
| 1324 | ADVISOR SHARE WEALTH MANAGEMENT, LLC | VANCOUVER | 307997 | $376.9M | 47 | 2026-03-31 | → |
| 1325 | DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. | PALO ALTO | 307581 | $376.4M | 2 | 2026-06-30 | → |
| 1326 | MARIN BAY WEALTH ADVISORS, LLC | SAN ANSELMO | 289184 | $375.6M | 2 | 2026-01-31 | → |
| 1327 | BEAR MOUNTAIN CAPITAL INC. | SEATTLE | 151151 | $375.0M | 6 | 2026-03-31 | → |
| 1328 | WESTWARD MANAGEMENT COMPANY II LLC | SEATTLE | 300994 | $374.0M | 5 | 2026-03-31 | → |
| 1329 | DEMARS FINANCIAL GROUP LLC | SPOKANE VALLEY | 116257 | $374.0M | 3 | 2026-03-31 | → |
| 1330 | TORREN MANAGEMENT, LLC | SAN DIEGO | 329263 | $373.5M | 5 | 2026-03-31 | → |
| 1331 | KUNATH KARREN RINNE & ATKIN LLC | SEATTLE | 104531 | $373.0M | 4 | 2026-03-31 | → |
| 1332 | PACIFIC WEALTH MANAGEMENT, LLC | SAN DIEGO | 113217 | $371.9M | 6 | 2026-04-30 | → |
| 1333 | GUGGENHEIM WEALTH SOLUTIONS, LLC | SANTA MONICA | 283238 | $371.3M | 10 | 2026-03-31 | → |
| 1334 | ORION CAPITAL MANAGEMENT LLC | CORONADO | 119428 | $370.9M | 4 | 2026-03-31 | → |
| 1335 | ATALA FINANCIAL INC | CALABASAS | 318371 | $370.7M | 3 | 2026-03-31 | → |
| 1336 | S & P FINANCIAL, INC. | ASHLAND | 139358 | $370.6M | 2 | 2026-03-31 | → |
| 1337 | CORDANT, INC. | PORTLAND | 152395 | $370.5M | 8 | 2026-03-31 | → |
| 1338 | CATALYST PRIVATE WEALTH, LLC | SAN MATEO | 305565 | $370.4M | 5 | 2026-06-30 | → |
| 1339 | WEALTHSPRING PARTNERS, LLC | LONG BEACH | 322756 | $370.2M | 7 | 2026-06-30 | → |
| 1340 | WILLOW GROVE ADVISORS, LLC | BERKELEY | 151993 | $369.8M | 7 | 2026-03-31 | → |
| 1341 | MENLO ADVISORS LLC | MENLO PARK | 122721 | $369.7M | 2 | 2026-03-31 | → |
| 1342 | YOSEMITE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 124298 | $369.0M | 8 | 2026-03-31 | → |
| 1343 | ODER INVESTMENT MANAGEMENT, LLC | WOODLAND HILLS | 134506 | $366.7M | 6 | 2026-02-28 | → |
| 1344 | SHIRA RIDGE WEALTH MANAGEMENT | SAN RAFAEL | 117627 | $366.4M | 6 | 2026-03-31 | → |
| 1345 | SHARPER & GRANITE LLC | EL SEGUNDO | 136719 | $366.4M | 4 | 2026-03-31 | → |
| 1346 | INFLECTION CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 333157 | $365.6M | 9 | 2026-04-30 | → |
| 1347 | INNOVIUS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 311568 | $365.5M | 10 | 2025-03-31 | → |
| 1348 | MY PERSONAL CFO, LLC | VANCOUVER | 299424 | $365.1M | 3 | 2026-03-31 | → |
| 1349 | KONDO WEALTH ADVISORS, INC | PASADENA | 175347 | $365.1M | 8 | 2026-03-31 | → |
| 1350 | FPC INVESTMENT ADVISORY, INC. | PETALUMA | 122728 | $364.6M | 5 | 2026-03-31 | → |
| 1351 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC | LOS ANGELES | 336578 | $363.5M | 7 | 2026-05-31 | → |
| 1352 | LEONID CAPITAL PARTNERS, LLC | HUNTINGTON BEACH | 327020 | $363.0M | 20 | 2026-03-31 | → |
| 1353 | BAYHUNT CAPITAL LLC | MILL VALLEY | 333514 | $362.1M | 1 | 2026-02-28 | → |
| 1354 | PACE FINANCIAL ADVISORS, INC. | HILLSBORO | 318359 | $362.1M | 9 | 2026-04-30 | → |
| 1355 | LION CAPITAL (AMERICAS) INC. | LOS ANGELES | 160574 | $361.6M | 1 | 2025-05-31 | → |
| 1356 | UNION SQUARE INVESTMENT CO | SAN FRANCISCO | 111776 | $361.2M | 7 | 2026-03-31 | → |
| 1357 | SIERRA INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 106615 | $360.9M | 34 | 2026-05-31 | → |
| 1358 | SONATA CAPITAL GROUP INC | SEATTLE | 111277 | $360.7M | 5 | 2026-03-31 | → |
| 1359 | GOLDMAN LANCASTER, INC. | LONG BEACH | 136134 | $360.5M | 5 | 2026-04-30 | → |
| 1360 | PURE PORTFOLIOS HOLDINGS LLC | LAKE OSWEGO | 311002 | $360.5M | 6 | 2025-01-31 | → |
| 1361 | CASCADE INVESTMENT ADVISORS, INC. | OREGON CITY | 117294 | $360.4M | 7 | 2026-02-28 | → |
| 1362 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | PORTLAND | 338939 | $359.5M | 3 | 2026-03-31 | → |
| 1363 | CLEARWAVE CAPITAL, LLC | UPLAND | 337738 | $359.2M | 3 | 2026-03-31 | → |
| 1364 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 145540 | $358.9M | 11 | 2025-12-31 | → |
| 1365 | FLIGHT DECK CAPITAL, LP | SAN FRANCISCO | 311353 | $358.7M | 4 | 2026-03-31 | → |
| 1366 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | BURBANK | 130734 | $358.4M | 12 | 2026-05-31 | → |
| 1367 | GEORGINA ASSET MANAGEMENT LLC | SANTA MONICA | 107949 | $357.8M | 3 | 2025-03-31 | → |
| 1368 | GKV CAPITAL MANAGEMENT CO INC | WALNUT CREEK | 108767 | $357.2M | 3 | 2026-02-28 | → |
| 1369 | GRIFFIN BLACK, LLC | REDWOOD CITY | 134684 | $355.5M | 9 | 2026-03-31 | → |
| 1370 | HARRINGTON INVESTMENTS, INCORPORATED | NAPA | 110790 | $355.2M | 5 | 2025-09-30 | → |
| 1371 | SEPULVEDA MANAGEMENT LLC | LOS ANGELES | 284290 | $355.1M | 8 | 2026-05-31 | → |
| 1372 | CLAY NORTHAM WEALTH MANAGEMENT, LLC | HUNTINGTON BEACH | 159002 | $354.9M | 2 | 2026-05-31 | → |
| 1373 | BRIDGE CITY CAPITAL, LLC | LAKE OSWEGO | 148828 | $354.7M | 6 | 2026-04-30 | → |
| 1374 | WEALTH ADVISORS NORTHWEST LLC | PORTLAND | 284468 | $354.3M | 8 | 2026-03-31 | → |
| 1375 | WAYFINDING FINANCIAL, LLC | LYNNWOOD | 306208 | $353.5M | 5 | 2026-02-28 | → |
| 1376 | VALIDUS GROWTH INVESTORS, LLC | IRVINE | 166575 | $352.9M | 4 | 2026-06-30 | → |
| 1377 | GRATTAN FINANCIAL STRATEGIES, INC. | SAN GABRIEL | 108449 | $352.8M | 3 | 2026-01-31 | → |
| 1378 | CPC EQUITY ADVISORS, LP | EL SEGUNDO | 331368 | $352.2M | 12 | 2026-03-31 | → |
| 1379 | DEAN ROLAND RUSSELL, LLC | SAN DIEGO | 109480 | $351.2M | 6 | 2026-03-31 | → |
| 1380 | SITRIN CAPITAL MANAGEMENT, LLC | CENTURY CITY | 282436 | $351.1M | 6 | 2026-02-28 | → |
| 1381 | SONOMA ALLOCATIONS LLC | SANTA ROSA | 335435 | $350.0M | 4 | 2026-04-30 | → |
| 1382 | SUPERIOR PLANNING, LLC | SAN DIEGO | 130711 | $349.6M | 12 | 2026-06-30 | → |
| 1383 | CARBON COLLECTIVE INVESTING, LLC | OAKLAND | 310129 | $348.4M | 4 | 2026-03-31 | → |
| 1384 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 1385 | WAFD WEALTH, INC | SEATTLE | 337346 | $348.1M | 14 | 2026-01-31 | → |
| 1386 | RIGHT SIDE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 166062 | $346.7M | 12 | 2026-05-31 | → |
| 1387 | CITRINE CAPITAL, LLC | SAN FRANCISCO | 171735 | $346.7M | 8 | 2026-03-31 | → |
| 1388 | LODESTONE WEALTH MANAGEMENT LLC | SPOKANE | 151115 | $346.5M | 3 | 2026-03-31 | → |
| 1389 | ANGELLIST ASSET MANAGEMENT, LLC | SEATTLE | 330361 | $346.5M | 10 | 2026-03-31 | → |
| 1390 | GEBHARDT GROUP, INC | LAFAYETTE | 142903 | $346.4M | 7 | 2026-03-31 | → |
| 1391 | TRIATOMIC MANAGEMENT LP | PALO ALTO | 312408 | $346.3M | 9 | 2026-03-31 | → |
| 1392 | ISLANDER CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 326856 | $345.0M | 4 | 2026-06-30 | → |
| 1393 | GUINNESS ATKINSON ASSET MANAGEMENT, INC. | PASADENA | 124465 | $344.4M | 41 | 2026-03-31 | → |
| 1394 | PACHIRA INVESTMENTS, INC. | DANA POINT | 164405 | $343.9M | 5 | 2026-03-31 | → |
| 1395 | VERIPAX WEALTH MANAGEMENT, INC. | FOLSOM | 139663 | $342.9M | 4 | 2025-04-30 | → |
| 1396 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WESTLAKE VILLAGE | 324173 | $342.8M | 8 | 2026-04-30 | → |
| 1397 | BLUE INVESTMENT PARTNERS LLC | DANVILLE | 298444 | $342.1M | 2 | 2025-04-30 | → |
| 1398 | SECOND 50 FINANCIAL LLC | MANHATTAN BEACH | 318626 | $341.6M | 5 | 2026-06-30 | → |
| 1399 | AVILA RE CAPITAL, LLC | CORTE MADERA | 325431 | $341.2M | 47 | 2026-05-31 | → |
| 1400 | TIEMANN INVESTMENT ADVISORS, LLC | MENLO PARK | 125360 | $341.1M | 2 | 2026-03-31 | → |
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