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 | |
|---|---|---|---|---|---|---|---|
| 1501 | HAMRICK INVESTMENT COUNSEL, LLC | SEATTLE | 116314 | $299.2M | 2 | 2026-04-30 | → |
| 1502 | TREND TRADE PRO, LLC | PASADENA | 328383 | $298.3M | 1 | 2026-03-31 | → |
| 1503 | COMMONWEALTH ASSET MANAGEMENT LP | LOS ANGELES | 306098 | $295.7M | 4 | 2026-06-30 | → |
| 1504 | 22NW, LP | SEATTLE | 230788 | $295.6M | 6 | 2026-03-31 | → |
| 1505 | KRANE FINANCIAL SOLUTIONS, LLC | CALABASAS | 153594 | $295.0M | 4 | 2026-03-31 | → |
| 1506 | ILLUMEN CAPITAL MANAGEMENT, LLC | OAKLAND | 305411 | $294.9M | 10 | 2026-03-31 | → |
| 1507 | MADISON PARK CAPITAL ADVISORS, LLC | SEATTLE | 172780 | $294.8M | 4 | 2026-01-31 | → |
| 1508 | CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. | RICHLAND | 116556 | $294.3M | 10 | 2026-03-31 | → |
| 1509 | PLUS CAPITAL MANAGEMENT, L.L.C. | VENICE | 167459 | $294.2M | 9 | 2026-03-31 | → |
| 1510 | SHERWOOD FINANCIAL PARTNERS, LLC | WESTLAKE VILLAGE | 301329 | $293.8M | 6 | 2026-04-30 | → |
| 1511 | COPPERPLATE CAPITAL LLC | MENLO PARK | 174528 | $293.7M | 2 | 2026-03-31 | → |
| 1512 | PRIVATE PORTFOLIOS, INC. | SAN MATEO | 111905 | $293.5M | 3 | 2026-01-31 | → |
| 1513 | TATE WEALTH MANAGEMENT | SACRAMENTO | 120938 | $293.4M | 4 | 2026-04-30 | → |
| 1514 | MFA WEALTH SERVICES | THOUSAND OAKS | 169013 | $293.1M | 3 | 2026-01-31 | → |
| 1515 | MCNAUGHTON WEALTH MANAGEMENT, LLC | SAN DIEGO | 300330 | $291.6M | 6 | 2026-03-31 | → |
| 1516 | UNIONVIEW, LLC | SEATTLE | 304462 | $291.5M | 3 | 2025-01-31 | → |
| 1517 | ACCRETIVE WEALTH MANAGEMENT, LLC | SAN RAMON | 164341 | $290.7M | 4 | 2026-06-30 | → |
| 1518 | MARTIN CAPITAL PARTNERS, LLC | EUGENE | 153452 | $290.5M | 4 | 2026-03-31 | → |
| 1519 | PACIFIC SUN FINANCIAL CORP | LOS ANGELES | 284286 | $290.0M | 4 | 2025-09-30 | → |
| 1520 | MAXWELL WEALTH STRATEGIES INC. | PLEASANTON | 317081 | $290.0M | 5 | 2025-02-28 | → |
| 1521 | THE LITIGATION FUND MANAGER, LLC | MILL VALLEY | 330517 | $289.7M | 3 | 2026-03-31 | → |
| 1522 | KANANI ADVISORY GROUP INC. | IRVINE | 288314 | $288.2M | 8 | 2026-04-30 | → |
| 1523 | LIQUID CAPITAL MANAGEMENT LLC | LOS ANGELES | 299577 | $287.6M | 4 | 2026-03-31 | → |
| 1524 | MARTIN NELSON & CO., INC. | SEATTLE | 2903 | $287.3M | 9 | 2026-03-31 | → |
| 1525 | THE GORES GROUP, LLC | BEVERLY HILLS | 160598 | $287.2M | 10 | 2026-03-31 | → |
| 1526 | RICE FINANCIAL CONSULTING, INC. | LOS GATOS | 170346 | $287.2M | 5 | 2026-03-31 | → |
| 1527 | KAIZEN FINANCIAL STRATEGIES, LLC | PLEASANTON | 298248 | $287.1M | 5 | 2026-03-31 | → |
| 1528 | VILA, LLC | SAN FRANCISCO | 307186 | $286.5M | 5 | 2026-03-31 | → |
| 1529 | FIG WEALTH, LLC | LAFAYETTE | 318369 | $286.5M | 6 | 2026-03-31 | → |
| 1530 | FINANCIAL FORUM, INC. | SPOKANE | 307740 | $285.8M | 5 | 2026-05-31 | → |
| 1531 | INTEGRITY WEALTH ADVISORS, INC. | VENTURA | 281708 | $285.5M | 10 | 2026-06-30 | → |
| 1532 | BLUE OAK CAPITAL LLC | MENLO PARK | 108592 | $285.4M | 1 | 2025-02-28 | → |
| 1533 | PHYSICIAN FAMILY FINANCIAL ADVISORS INC | BEAVERTON | 138433 | $284.9M | 4 | 2026-06-30 | → |
| 1534 | CAPITAL FINANCIAL PLANNERS, LLC | SALEM | 310168 | $284.8M | 5 | 2026-03-31 | → |
| 1535 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 1536 | KAIZEN FINANCIAL ADVISORS, LLC | KIRKLAND | 155353 | $283.7M | 4 | 2026-03-31 | → |
| 1537 | HESEN & HASLAM, LLC | WOODLAND HILLS | 286235 | $283.7M | 5 | 2026-03-31 | → |
| 1538 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | SAN DIEGO | 295339 | $283.4M | 2 | 2026-02-28 | → |
| 1539 | VERGEPOINTE WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 151425 | $283.3M | 4 | 2026-03-31 | → |
| 1540 | CHRIS BULMAN INC. | ROSEVILLE | 313552 | $283.0M | 15 | 2026-02-28 | → |
| 1541 | COOPER CAPITAL ADVISORS, LLC | ENCINITAS | 305121 | $282.9M | 4 | 2026-02-28 | → |
| 1542 | TRILINC ADVISORS, LLC | MANHATTAN BEACH | 166194 | $282.8M | 19 | 2026-04-30 | → |
| 1543 | HOERTKORN RICHARD CHARLES | KENTFIELD | 104649 | $282.5M | 2 | 2026-02-28 | → |
| 1544 | CARTER FINANCIAL, LLC | LA JOLLA | 298327 | $282.3M | 3 | 2026-03-31 | → |
| 1545 | STOLZ & ASSOCIATES, PS | TACOMA | 117216 | $282.2M | 5 | 2026-02-28 | → |
| 1546 | SANDBRIDGE INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 169112 | $281.6M | 3 | 2026-03-31 | → |
| 1547 | FORTITUDE FINANCIAL LLC | SPOKANE | 313235 | $281.5M | 7 | 2026-06-30 | → |
| 1548 | MILLER AVENUE ADVISORS LLC | MILL VALLEY | 313523 | $281.2M | 3 | 2026-03-31 | → |
| 1549 | FF ADVISORS, LLC | MANHATTAN BEACH | 316723 | $280.3M | 4 | 2026-03-31 | → |
| 1550 | WWM ADVISORY INC. | CULVER CITY | 133611 | $280.1M | 2 | 2026-03-31 | → |
| 1551 | VICTUS CAPTIAL WEALTH, LLC | SANTA MONICA | 154899 | $280.1M | 4 | 2026-03-31 | → |
| 1552 | FATHOM POINT CAPITAL LLC | SAN FRANCISCO | 339729 | $280.0M | 3 | 2026-05-31 | → |
| 1553 | CONQUIS FINANCIAL LLC | MILLBRAE | 319579 | $280.0M | 2 | 2026-04-30 | → |
| 1554 | AVATAR CAPITAL MANAGEMENT LLC | SEATTLE | 330793 | $279.6M | 3 | 2026-03-31 | → |
| 1555 | MOSLEY WEALTH MANAGEMENT, INC. | ANAHEIM | 318592 | $279.5M | 15 | 2026-05-31 | → |
| 1556 | AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC | LOS ANGELES | 301331 | $279.3M | 11 | 2026-06-30 | → |
| 1557 | KURV INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 323149 | $279.2M | 10 | 2026-06-30 | → |
| 1558 | MOSER WEALTH ADVISORS, LLC | BELLEVUE | 117399 | $279.0M | 3 | 2025-03-31 | → |
| 1559 | SUPERBLOOM PARTNERS MANAGEMENT LLC | VENICE | 330218 | $278.7M | 7 | 2026-03-31 | → |
| 1560 | VERITY WEALTH ADVISORS, LLC | SAUSALITO | 126742 | $278.5M | 2 | 2026-01-31 | → |
| 1561 | FRIEDLANDER, BRENDA S | SAN RAFAEL | 127746 | $278.1M | 4 | 2026-03-31 | → |
| 1562 | FORONJY FINANCIAL LLC | SANTA BARBARA | 332380 | $278.0M | 7 | 2026-02-28 | → |
| 1563 | AUSPICIOUS FINANCIAL PLANNING, LLC | SAN RAMON | 297962 | $278.0M | 2 | 2026-03-31 | → |
| 1564 | SIMPLIFI, INC. | SAN DIEGO | 154900 | $276.1M | 5 | 2026-03-31 | → |
| 1565 | CORRIDOR CAPITAL, LLC | LOS ANGELES | 160922 | $276.0M | 12 | 2026-03-31 | → |
| 1566 | CHALLENGER WEALTH MANAGEMENT | ALISO VIEJO | 121498 | $275.5M | 3 | 2026-03-31 | → |
| 1567 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | CORVALLIS | 138347 | $275.4M | 7 | 2026-03-31 | → |
| 1568 | CMR CAPITAL MANAGEMENT, LLC | PASADENA | 284054 | $275.1M | 6 | 2026-03-31 | → |
| 1569 | MISSION HILLS FINANCIAL ADVISORY LLC | SAN DIEGO | 328516 | $274.1M | 6 | 2026-03-31 | → |
| 1570 | TRUEWEALTH FINANCIAL PARTNERS, LLC | BELLEVUE | 316079 | $273.7M | 4 | 2026-05-31 | → |
| 1571 | SENTINEL ROCK REALTY TRUST INC. | MODESTO | 337421 | $273.5M | 25 | 2026-03-31 | → |
| 1572 | NBS FINANCIAL & INSURANCE SERVICES INC | WESTLAKE VILLAGE | 110600 | $273.3M | 5 | 2025-03-31 | → |
| 1573 | PARKER FINANCIAL LLC | SILVERDALE | 144293 | $272.0M | 5 | 2026-03-31 | → |
| 1574 | NELSON SECURITIES,INC. | SPOKANE | 14377 | $272.0M | 15 | 2025-07-31 | → |
| 1575 | TRIANGLE PEAK PARTNERS, LP | PALO ALTO | 147917 | $271.9M | 5 | 2026-05-31 | → |
| 1576 | ROUND HILL ASSET MANAGEMENT INC | PASADENA | 107069 | $271.3M | 6 | 2026-03-31 | → |
| 1577 | HEALTHPOINTCAPITAL MANAGEMENT, LLC | SAN DIEGO | 309041 | $271.3M | 8 | 2026-03-31 | → |
| 1578 | PALISADES INVESTMENT PARTNERS, LLC | EL SEGUNDO | 128173 | $271.0M | 3 | 2026-02-28 | → |
| 1579 | PAN GLOBAL ADVISERS, LLC | NEWPORT BEACH | 301863 | $270.5M | 3 | 2026-03-31 | → |
| 1580 | LEO H. EVART, INC. | REDWOOD CITY | 110263 | $269.9M | 3 | 2026-03-31 | → |
| 1581 | SPECTRUM WEALTH MANAGEMENT, LLC | IRVINE | 135530 | $269.5M | 3 | 2025-09-30 | → |
| 1582 | WALLACE ADVISORY GROUP, LLC | LAFAYETTE | 281049 | $269.5M | 4 | 2026-01-31 | → |
| 1583 | FORTRESS WEALTH MANAGEMENT, INC. | CULVER CITY | 110279 | $269.3M | 4 | 2025-12-31 | → |
| 1584 | PROSPERITY WEALTH PLANNING LLC | IRVINE | 315163 | $269.2M | 7 | 2026-05-31 | → |
| 1585 | STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES | 106073 | $268.7M | 5 | 2026-04-30 | → |
| 1586 | CWS CAPITAL PARTNERS LLC | NEWPORT BEACH | 166871 | $268.4M | 52 | 2026-05-31 | → |
| 1587 | JMK & ASSOCIATES, LLC | SPOKANE | 312760 | $268.4M | 4 | 2026-01-31 | → |
| 1588 | KARL KAPITAL LLC | SAN FRANCISCO | 333558 | $268.4M | 6 | 2026-03-31 | → |
| 1589 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 1590 | VIEWPOINT CAPITAL MANAGEMENT, LLC | SEATTLE | 158899 | $267.8M | 1 | 2026-03-31 | → |
| 1591 | RETIREMENTADVICE | JKA | ANAHEIM | 153803 | $267.3M | 4 | 2026-03-31 | → |
| 1592 | GQG PRIVATE CAPITAL SOLUTIONS LLC | TACOMA | 332231 | $266.8M | 10 | 2026-03-31 | → |
| 1593 | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA | 137724 | $266.7M | 6 | 2025-03-31 | → |
| 1594 | PROSSER CREEK ASSET MANAGEMENT LLC | CORTE MADERA | 318883 | $266.7M | 1 | 2026-03-31 | → |
| 1595 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | BEND | 128097 | $266.1M | 6 | 2026-03-31 | → |
| 1596 | CERDA MUNOZ ADVISORS, INC | WHITTIER | 170784 | $265.7M | 7 | 2026-03-31 | → |
| 1597 | BERNZOTT CAPITAL ADVISORS | CAMARILLO | 104583 | $265.4M | 3 | 2026-04-30 | → |
| 1598 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | PORTLAND | 309098 | $264.7M | 33 | 2026-06-30 | → |
| 1599 | PINNACLE PARTNER MANAGEMENT LLC | SEATTLE | 324639 | $264.6M | 6 | 2025-03-31 | → |
| 1600 | FULLER INVESTMENT MANAGEMENT COMPANY | PASADENA | 167467 | $264.5M | 9 | 2026-02-28 | → |
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