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 | |
|---|---|---|---|---|---|---|---|
| 1401 | MARATHON MANAGEMENT PARTNERS LLC | BEVERLY HILLS | 332549 | $340.0M | 6 | 2026-06-30 | → |
| 1402 | PARK, MILLER, LLC | WALNUT CREEK | 146856 | $339.8M | 4 | 2026-03-31 | → |
| 1403 | EIGER WEALTH MANAGEMENT, LLC | SAN DIEGO | 304321 | $338.7M | 6 | 2026-03-31 | → |
| 1404 | COMPREHENSIVE WEALTH MANAGEMENT, LLC | LYNNWOOD | 116958 | $338.4M | 11 | 2026-03-31 | → |
| 1405 | VARIANT EQUITY ADVISORS, LLC | LOS ANGELES | 297046 | $338.4M | 3 | 2026-03-31 | → |
| 1406 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | CAMPBELL | 118319 | $338.1M | 4 | 2026-04-30 | → |
| 1407 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | PORTLAND | 168256 | $336.9M | 24 | 2026-03-31 | → |
| 1408 | WRAPMANAGER INC | MILL VALLEY | 108834 | $336.7M | 9 | 2026-03-31 | → |
| 1409 | AGATE PASS INVESTMENT MANAGEMENT, LLC | BAINBRIDGE ISLAND | 155049 | $336.0M | 5 | 2026-03-31 | → |
| 1410 | GOTHAM GREEN PARTNERS, LLC | SANTA MONICA | 288771 | $334.8M | 10 | 2026-03-31 | → |
| 1411 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 1412 | OCEANIQ CAPITAL, LLC | PALO ALTO | 168062 | $334.2M | 7 | 2026-06-30 | → |
| 1413 | EVERMONT WEALTH, INC. | CLAREMONT | 168581 | $333.9M | 4 | 2026-03-31 | → |
| 1414 | CHECKPOINT CAPITAL L.P. | SAN FRANCISCO | 325763 | $333.8M | 2 | 2026-03-31 | → |
| 1415 | CONGRUENCE CAPITAL, LLC | LOS ANGELES | 328559 | $333.5M | 4 | 2026-04-30 | → |
| 1416 | HIGHBURY PACIFIC CAPITAL CORP. | BELLEVUE | 157778 | $333.3M | 1 | 2026-01-31 | → |
| 1417 | MY LEGACY ADVISORS, LLC | BEND | 290675 | $333.1M | 10 | 2025-11-30 | → |
| 1418 | OUTWING, LLC | SANTA BARBARA | 322444 | $332.8M | 4 | 2026-03-31 | → |
| 1419 | AMERICAN FUNDSTARS FINANCIAL GROUP LLC | IRVINE | 315860 | $332.7M | 14 | 2025-12-31 | → |
| 1420 | FALL LINE CAPITAL, LLC | SAN MATEO | 283625 | $332.4M | 12 | 2026-04-30 | → |
| 1421 | OLIVEIRA WEALTH, LLC | MODESTO | 315326 | $332.4M | 4 | 2026-06-30 | → |
| 1422 | DELTA ACCUMULATION, LLC | SAUSALITO | 286434 | $332.1M | 3 | 2026-03-31 | → |
| 1423 | SOLANO WEALTH INVESTMENT ADVISORS, LLC | FAIRFIELD | 322037 | $331.9M | 7 | 2026-02-28 | → |
| 1424 | BBJS FINANCIAL ADVISORS, LLC | SEATTLE | 115969 | $331.5M | 3 | 2026-03-31 | → |
| 1425 | RAINIER FAMILY WEALTH, INC. | TACOMA | 332062 | $331.5M | 5 | 2026-06-30 | → |
| 1426 | 5T WEALTH, LLC | NAPA | 112552 | $331.4M | 4 | 2026-03-31 | → |
| 1427 | CHARLES FISH INVESTMENTS, INC. | IRVINE | 110445 | $331.3M | 5 | 2026-03-31 | → |
| 1428 | YODER WEALTH MANAGEMENT, INC. | WALNUT CREEK | 291826 | $331.2M | 2 | 2026-01-31 | → |
| 1429 | COPLEY FINANCIAL GROUP, INC. | SAN DIEGO | 283070 | $331.2M | 8 | 2026-05-31 | → |
| 1430 | DUSTIN BLODGETT INSIGHT CAPITAL, LLC | CONCORD | 314558 | $330.5M | 5 | 2026-02-28 | → |
| 1431 | WELTON INVESTMENT PARTNERS LLC | CARMEL | 172452 | $330.0M | 18 | 2026-03-31 | → |
| 1432 | DEPENDABLE ALTERNATIVE INVESTMENTS, LLC | MENLO PARK | 300332 | $329.6M | 1 | 2026-01-31 | → |
| 1433 | PARAGON FINANCIAL PARTNERS, INC. | WOODLAND HILLS | 158041 | $329.6M | 2 | 2026-03-31 | → |
| 1434 | NWM ADVISORS, LLC | SAN LUIS OBISPO | 283714 | $329.1M | 2 | 2026-02-28 | → |
| 1435 | TORREY GROWTH & INCOME ADVISORS, LLC | DEL MAR | 139940 | $328.4M | 5 | 2026-04-30 | → |
| 1436 | CONCORD INVESTMENT COUNSEL | IRVINE | 107901 | $327.5M | 4 | 2025-06-30 | → |
| 1437 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | SAN DIEGO | 168805 | $327.3M | 6 | 2025-03-31 | → |
| 1438 | POINTONE FAMILY OFFICE, LLC | MANHATTAN BEACH | 338563 | $327.1M | 4 | 2026-04-30 | → |
| 1439 | GORDONMD GLOBAL INVESTMENTS LP | BEVERLY HILLS | 316751 | $322.3M | 7 | 2026-03-31 | → |
| 1440 | SHUM FINANCIAL GROUP, INC. | ALAMEDA | 285426 | $322.0M | 4 | 2026-02-28 | → |
| 1441 | TRUENORTH FINANCIAL SERVICES, LLC | SEATTLE | 118273 | $321.7M | 7 | 2026-03-31 | → |
| 1442 | EMERSON EQUITY LLC | SAN MATEO | 130032 | $321.7M | 343 | 2026-04-30 | → |
| 1443 | B.B. GRAHAM & COMPANY, INC. | ORANGE | 41533 | $321.7M | 32 | 2026-03-31 | → |
| 1444 | HW CAPITAL LLC | SANTA MONICA | 298731 | $321.0M | 2 | 2026-03-31 | → |
| 1445 | SECURA FINANCIAL, LLC | ORANGE | 137324 | $319.9M | 8 | 2026-05-31 | → |
| 1446 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC | NOVATO | 163917 | $319.6M | 8 | 2026-03-31 | → |
| 1447 | ARROYO INVESTMENT GROUP, LLC | PASADENA | 130243 | $319.5M | 8 | 2026-06-30 | → |
| 1448 | OPTIVEST, INC. | SAN JUAN CAPISTRANO | 137070 | $319.4M | 4 | 2026-03-31 | → |
| 1449 | BREEN WEALTH MANAGEMENT, LLC | PETALUMA | 286513 | $318.8M | 3 | 2026-02-28 | → |
| 1450 | PHILLIP B. WHITE CO., INC. | SAN LUIS OBISPO | 300623 | $318.7M | 2 | 2026-03-31 | → |
| 1451 | CARLSON FINANCIAL, INC. | CANBY | 335831 | $318.0M | 8 | 2026-04-30 | → |
| 1452 | TSP ADVISORS, LLC | MERCER ISLAND | 281758 | $317.3M | 12 | 2026-03-31 | → |
| 1453 | DKM WEALTH MANAGEMENT, INC. | STOCKTON | 316778 | $316.8M | 3 | 2026-02-28 | → |
| 1454 | WEALTHCOLLAB LLC | BELLEVUE | 269840 | $316.2M | 1 | 2026-03-31 | → |
| 1455 | WEALTH ANALYTICS PARTNERS, LLC | SAN DIEGO | 140115 | $316.0M | 6 | 2026-06-30 | → |
| 1456 | 4D ADVISORS, LLC | REDONDO BEACH | 315045 | $315.6M | 3 | 2026-03-31 | → |
| 1457 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 1458 | ACCELERATE INVESTMENT ADVISORS LLC | ALISO VIEJO | 325859 | $315.4M | 40 | 2026-06-30 | → |
| 1459 | NINEPOINTTWO CAPITAL LLC | LOS ANGELES | 297270 | $314.8M | 2 | 2026-02-28 | → |
| 1460 | TWIN LAKES CAPITAL MANAGEMENT, LLC | REDWOOD SHORES | 137522 | $314.7M | 5 | 2026-03-31 | → |
| 1461 | VISTA ADVISOR GROUP, LLC | WALNUT CREEK | 307268 | $314.6M | 5 | 2026-02-28 | → |
| 1462 | DEFINE FINANCIAL, LLC | SAN DIEGO | 286648 | $314.6M | 7 | 2026-05-31 | → |
| 1463 | GRANITE CAPITAL MANAGEMENT, LLC | OAKLAND | 141743 | $314.6M | 2 | 2026-04-30 | → |
| 1464 | THE FAUSER GROUP, LLC | MERCER ISLAND | 282351 | $314.5M | 4 | 2026-04-30 | → |
| 1465 | TIETON CAPITAL MANAGEMENT, LLC | YAKIMA | 135769 | $314.0M | 3 | 2026-03-31 | → |
| 1466 | JPC WEALTH MANAGEMENT, INC. | PETALUMA | 120267 | $312.7M | 3 | 2026-06-30 | → |
| 1467 | COLUMBIA ADVISORY PARTNERS, LLC | SPOKANE | 171616 | $312.6M | 19 | 2026-06-30 | → |
| 1468 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | BERKELEY | 285538 | $312.1M | 3 | 2026-03-31 | → |
| 1469 | GRIFFITHS, DREHER & EVANS, P.S., CPAS | SPOKANE | 142448 | $311.4M | 25 | 2026-02-28 | → |
| 1470 | LIFEPRO ASSET MANAGEMENT, LLC | SAN DIEGO | 285252 | $311.3M | 42 | 2025-01-31 | → |
| 1471 | MALAGA COVE CAPITAL, LLC | PALOS VERDES ESTATES | 146959 | $310.9M | 4 | 2026-02-28 | → |
| 1472 | GUARDIAN INVESTMENT MANAGEMENT, LLC | TIBURON | 104935 | $310.3M | 0 | 2026-03-31 | → |
| 1473 | KENSINGTON INVESTMENT COUNSEL, LLC | LONG BEACH | 108012 | $310.2M | 4 | 2026-03-31 | → |
| 1474 | NRI WEALTH MANAGEMENT, LLC | SANTA CLARA | 162234 | $309.8M | 2 | 2026-03-31 | → |
| 1475 | SAVANT PARTNERS, LLC | SAN MATEO | 312567 | $309.5M | 4 | 2026-04-30 | → |
| 1476 | PROSPECT CAPITAL ADVISORS, LLC | SAUSALITO | 119531 | $309.4M | 4 | 2026-03-31 | → |
| 1477 | WESTERN FINANCIAL CORPORATION | SAN DIEGO | 6118 | $309.2M | 6 | 2026-05-31 | → |
| 1478 | SYMPHONY TECHNOLOGY GROUP, LLC | MENLO PARK | 160676 | $307.3M | 88 | 2026-03-31 | → |
| 1479 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | POWAY | 329575 | $306.3M | 7 | 2026-02-28 | → |
| 1480 | FIDELIS IM, LLC | MEDFORD | 162985 | $306.1M | 3 | 2026-03-31 | → |
| 1481 | RETIREMENT CAPITAL STRATEGIES, INC. | SAN JOSE | 139009 | $305.2M | 6 | 2026-04-30 | → |
| 1482 | KACHKOVSKY & FISHER, INC. | SAN DIEGO | 117811 | $305.1M | 6 | 2026-03-31 | → |
| 1483 | INTEGRITY WEALTH LLC | EUGENE | 330809 | $304.8M | 6 | 2026-06-30 | → |
| 1484 | LOGICA CAPITAL ADVISERS, LLC | LOS ANGELES | 168906 | $304.6M | 9 | 2026-05-31 | → |
| 1485 | NORTHWEST WEALTH ADVISORS, LLC | BELLINGHAM | 327641 | $304.5M | 10 | 2026-05-31 | → |
| 1486 | NAUTILUS ADVISORS LLC | LA JOLLA | 154169 | $304.3M | 3 | 2026-02-28 | → |
| 1487 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | SPOKANE | 163327 | $304.2M | 11 | 2026-03-31 | → |
| 1488 | THRYVE WEALTH MANAGEMENT LLC | SANTA BARBARA | 335920 | $304.0M | 9 | 2026-04-30 | → |
| 1489 | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 144069 | $303.9M | 15 | 2026-03-31 | → |
| 1490 | BREAKWATER INVESTMENT MANAGEMENT, LLC | SEATTLE | 150841 | $302.7M | 4 | 2026-04-30 | → |
| 1491 | LAKE TAHOE WEALTH MANAGEMENT, INC. | FOLSOM | 166173 | $301.9M | 5 | 2026-02-28 | → |
| 1492 | CORE FINANCIAL PARTNERS INC. | EL SEGUNDO | 155205 | $301.7M | 5 | 2026-03-31 | → |
| 1493 | SENESCHAL ADVISORS, LLC | TACOMA | 131618 | $301.3M | 5 | 2026-03-31 | → |
| 1494 | BAC CAPITAL ADVISORS LLC | SEATTLE | 116816 | $301.2M | 3 | 2026-03-31 | → |
| 1495 | GRETCHEN STANGIER, INC. | CLACKAMAS | 171336 | $300.4M | 4 | 2026-01-31 | → |
| 1496 | WESTWOOD WEALTH MANAGEMENT | LOS ANGELES | 290658 | $300.4M | 3 | 2026-05-31 | → |
| 1497 | CLOUD CAPITAL MANAGEMENT, LLC | SEATTLE | 317325 | $300.2M | 5 | 2026-03-31 | → |
| 1498 | ALLIANT SECURITIES, INC. | LIBERTY LAKE | 7726 | $300.0M | 9 | 2026-02-28 | → |
| 1499 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | LOS ANGELES | 291645 | $300.0M | 7 | 2026-03-31 | → |
| 1500 | PANORAMIC CAPITAL, LLC | LARKSPUR | 153450 | $299.6M | 5 | 2026-03-31 | → |
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