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 | |
|---|---|---|---|---|---|---|---|
| 1601 | ROI FINANCIAL ADVISORS, LLC | BEAVERTON | 160100 | $264.2M | 8 | 2026-03-31 | → |
| 1602 | PORTICO WEALTH ADVISORS, LLC | LARKSPUR | 151794 | $264.0M | 4 | 2025-03-31 | → |
| 1603 | WELCH INVESTMENT GROUP, LLC | GRANTS PASS | 131006 | $263.8M | 3 | 2026-03-31 | → |
| 1604 | CQ WEALTH ADVISORS, INC. | SAN DIEGO | 313833 | $263.3M | 4 | 2026-01-31 | → |
| 1605 | HARMONY POINT WEALTH ADVISORS, INC. | IRVINE | 323643 | $263.2M | 2 | 2026-03-31 | → |
| 1606 | NEWPORT WEALTH ADVISORS, INC. | NEWPORT BEACH | 137159 | $262.6M | 8 | 2026-04-30 | → |
| 1607 | MOUNT TAMALPAIS ASSET MANAGEMENT, LLC | LARKSPUR | 301017 | $262.5M | 4 | 2026-03-31 | → |
| 1608 | PFC CAPITAL GROUP INC | LOS ANGELES | 110648 | $262.5M | 10 | 2025-10-31 | → |
| 1609 | PRING/TURNER CAPITAL GROUP, INC. | ALAMO | 110931 | $262.1M | 4 | 2025-09-30 | → |
| 1610 | BULL OAK CAPITAL, LLC | RANCHO SANTA FE | 170325 | $261.6M | 7 | 2026-04-30 | → |
| 1611 | TILLER PARTNERS, LLC | BEVERLY HILLS | 170429 | $261.5M | 1 | 2026-03-31 | → |
| 1612 | SAGE STONE WEALTH MANAGEMENT LLC | LA JOLLA | 155477 | $261.4M | 4 | 2026-03-31 | → |
| 1613 | PORTFOLIO ADVISORS, INC. | FRESNO | 106111 | $261.2M | 7 | 2026-03-31 | → |
| 1614 | PREVAIL WEALTH MANAGEMENT LLC | KIRKLAND | 164532 | $260.8M | 5 | 2026-03-31 | → |
| 1615 | ALAMAR CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 154413 | $260.3M | 3 | 2026-03-31 | → |
| 1616 | VISTICA WEALTH ADVISORS, LLC | CARLSBAD | 147297 | $260.1M | 5 | 2026-05-31 | → |
| 1617 | WOVENEARTH VENTURES, LLC | PALO ALTO | 322556 | $259.7M | 10 | 2026-03-31 | → |
| 1618 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | VALENCIA | 135234 | $259.3M | 3 | 2026-02-28 | → |
| 1619 | ISHARA INVESTMENTS LP | LOS ANGELES | 331869 | $259.1M | 6 | 2026-03-31 | → |
| 1620 | SIMPLEX WEALTH MANAGEMENT, LLC | DANVILLE | 170265 | $258.9M | 9 | 2025-02-28 | → |
| 1621 | NORTHERN LIGHTS ADVISORS, INC | SEATTLE | 167824 | $258.9M | 5 | 2026-03-31 | → |
| 1622 | PACIFIC CAPITAL ASSOCIATES, INC. | SAN DIEGO | 160407 | $258.8M | 6 | 2026-04-30 | → |
| 1623 | KOENIG INVESTMENT ADVISORY, LLC | ASHLAND | 311422 | $258.2M | 3 | 2026-02-28 | → |
| 1624 | OUR WEALTH GUIDES, INC. | WESTLAKE VILLAGE | 296866 | $257.9M | 3 | 2026-06-30 | → |
| 1625 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | DAVIS | 151765 | $257.6M | 3 | 2026-03-31 | → |
| 1626 | VIENNA ASSET MANAGEMENT LLC | SARATOGA | 299725 | $256.5M | 4 | 2026-04-30 | → |
| 1627 | DELARME WEALTH MANAGEMENT, INC. | PALOS VERDES ESTATES | 328372 | $256.5M | 3 | 2026-03-31 | → |
| 1628 | THE H GROUP WASHINGTON, INC. | PORTLAND | 300464 | $256.5M | 6 | 2025-03-31 | → |
| 1629 | FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC | SEATTLE | 170918 | $256.0M | 10 | 2026-03-31 | → |
| 1630 | CASILIO LEITCH INVESTMENTS, LLC | WALNUT CREEK | 173152 | $256.0M | 4 | 2026-02-28 | → |
| 1631 | CERTIS CAPITAL MANAGEMENT, INC. | SANTA BARBARA | 144290 | $255.9M | 7 | 2026-03-31 | → |
| 1632 | INCEPTIV MANAGEMENT, LP | CULVER CITY | 310133 | $255.5M | 7 | 2026-03-31 | → |
| 1633 | SOUND INVESTMENT MANAGEMENT INC | TUALATIN | 107438 | $255.5M | 4 | 2026-04-30 | → |
| 1634 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SAN DIEGO | 323032 | $255.3M | 8 | 2026-04-30 | → |
| 1635 | PATHWISE WEALTH PARTNERS, LLC | WALNUT CREEK | 174215 | $255.0M | 4 | 2026-02-28 | → |
| 1636 | GRANT PRIVATE WEALTH MANAGEMENT, INC. | PLEASANTON | 292917 | $255.0M | 5 | 2026-06-30 | → |
| 1637 | ACAP ASSET MANAGEMENT, INC. | STUDIO CITY | 149452 | $255.0M | 5 | 2026-03-31 | → |
| 1638 | O'BRIEN INVESTMENT MANAGEMENT, LLC | TORRANCE | 284057 | $254.3M | 3 | 2026-03-31 | → |
| 1639 | MADRONE INVESTMENT ADVISORY, LLC | SAN RAFAEL | 149549 | $254.3M | 1 | 2026-03-31 | → |
| 1640 | 3SPOKE MANAGEMENT, LLC | IRVINE | 308919 | $254.3M | 6 | 2026-05-31 | → |
| 1641 | DEFINED WEALTH MANAGEMENT, LLC | BEAVERTON | 306779 | $254.0M | 4 | 2026-06-30 | → |
| 1642 | TORONADO PARTNERS LLC | SAN FRANCISCO | 283612 | $253.7M | 3 | 2026-03-31 | → |
| 1643 | ALPHA ANALYTICS INVESTMENT GROUP LLC | LOS ANGELES | 109844 | $253.4M | 2 | 2026-03-31 | → |
| 1644 | PACIFIC WEALTH STRATEGIES GROUP, INC. | SANTA BARBARA | 144789 | $253.2M | 3 | 2026-03-31 | → |
| 1645 | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | ROSEVILLE | 168397 | $253.0M | 4 | 2026-03-31 | → |
| 1646 | ELEVATION CAPITAL ADVISORY, LLC | BEND | 171473 | $252.9M | 8 | 2026-02-28 | → |
| 1647 | WAYCROSS INVESTMENT MANAGEMENT COMPANY | BELLINGHAM | 105034 | $252.4M | 5 | 2026-03-31 | → |
| 1648 | WINTERS FINANCIAL GROUP, INC. | WESTLAKE VILLAGE | 309549 | $252.3M | 3 | 2026-03-31 | → |
| 1649 | QCA CAPITAL MANAGEMENT INC | LOS ANGELES | 112104 | $252.2M | 8 | 2026-04-30 | → |
| 1650 | FISCHER INVESTMENT STRATEGIES, LLC | WESTLAKE VILLAGE | 156883 | $251.9M | 5 | 2026-02-28 | → |
| 1651 | ADVANCED FINANCIAL STRATEGIES INC | IRVINE | 108296 | $251.7M | 6 | 2026-03-31 | → |
| 1652 | TEAM FINANCIAL GROUP, LLC | TEMECULA | 309411 | $251.1M | 7 | 2026-06-30 | → |
| 1653 | HMM GROUP LLC | INDIAN WELLS | 289044 | $251.0M | 3 | 2026-01-31 | → |
| 1654 | SEEK FIRST INC. | CAMPBELL | 312546 | $251.0M | 6 | 2026-05-31 | → |
| 1655 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 1656 | FISHER & WIENS WEALTH MANAGEMENT, LLC | DANVILLE | 286079 | $250.3M | 1 | 2026-03-31 | → |
| 1657 | MAVEN EQUITY PARTNERS, LLC | LARKSPUR | 304461 | $250.3M | 3 | 2026-03-31 | → |
| 1658 | THE EHRLICH GROUP LLC | LAGUNA NIGUEL | 325595 | $250.1M | 5 | 2026-01-31 | → |
| 1659 | ALTURA WEALTH ADVISORS INC. | SANTA CLARA | 309501 | $250.1M | 12 | 2026-03-31 | → |
| 1660 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 1661 | TIDECREST WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 332422 | $249.7M | 3 | 2026-03-31 | → |
| 1662 | SUMMIT WEALTH MANAGEMENT GROUP, INC. | CAMARILLO | 170029 | $249.5M | 6 | 2026-04-30 | → |
| 1663 | CALABASAS ADVISORY GROUP, LLC | WESTLAKE VILLAGE | 288224 | $249.5M | 2 | 2026-02-28 | → |
| 1664 | GALLIOTT CAPITAL ADVISORS, LLC | BEVERLY HILLS | 313094 | $249.0M | 6 | 2026-03-31 | → |
| 1665 | ROSENWALD CAPITAL MANAGEMENT, INC. | REDONDO BEACH | 290118 | $248.1M | 6 | 2026-06-30 | → |
| 1666 | PROPEL BIO MANAGEMENT, LLC | LOS ANGELES | 322858 | $247.5M | 7 | 2026-03-31 | → |
| 1667 | ANCHOR BAY CAPITAL, INC. | CARLSBAD | 116913 | $247.1M | 6 | 2026-03-31 | → |
| 1668 | NEXXUS HOLDINGS ADVISORS LLC | SANTA BARBARA | 166884 | $246.2M | 7 | 2026-03-31 | → |
| 1669 | RIVONIA ROAD CAPITAL LLC | SANTA MONICA | 296295 | $246.0M | 9 | 2026-06-30 | → |
| 1670 | SIERRA PACIFIC PRIVATE WEALTH, LLC | PLEASANTON | 131738 | $245.9M | 7 | 2026-02-28 | → |
| 1671 | INSIGHT INV LLC | EL SEGUNDO | 172511 | $245.7M | 5 | 2026-03-31 | → |
| 1672 | OPTIMIST RETIREMENT GROUP, LLC | BELLEVUE | 119086 | $245.3M | 2 | 2026-03-31 | → |
| 1673 | LEDERER & ASSOCIATES INVESTMENT COUNSEL | LONG BEACH | 110376 | $244.3M | 3 | 2025-12-31 | → |
| 1674 | ARES FINANCIAL CONSULTING LLC | CALABASAS | 282852 | $243.9M | 5 | 2026-05-31 | → |
| 1675 | JASON A PRATTES FINANCIAL INC | NEWPORT BEACH | 298746 | $243.6M | 5 | 2026-04-30 | → |
| 1676 | CAPSTONE WEALTH MANAGEMENT GROUP, INC. | BEND | 340135 | $243.0M | 6 | 2026-06-30 | → |
| 1677 | ZEPHYR INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 166303 | $242.8M | 6 | 2026-03-31 | → |
| 1678 | TABR CAPITAL MANAGEMENT, LLC | ORANGE | 129959 | $241.2M | 3 | 2026-03-31 | → |
| 1679 | VVR HOLDINGS LLC | BELLINGHAM | 334343 | $241.1M | 3 | 2026-02-28 | → |
| 1680 | BARKER WEALTH MANAGEMENT, LLC | CAMAS | 226768 | $240.6M | 2 | 2026-03-31 | → |
| 1681 | KANE INVESTMENT MANAGEMENT, INC. | LOS GATOS | 127337 | $240.5M | 9 | 2026-03-31 | → |
| 1682 | BLUELINE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 338340 | $240.4M | 7 | 2026-06-30 | → |
| 1683 | KAIYO WEALTH LLC | SAN DIEGO | 316431 | $240.1M | 4 | 2026-04-30 | → |
| 1684 | MAREST CAPITAL, LLC | ENCINO | 315958 | $239.8M | 3 | 2026-02-28 | → |
| 1685 | TRIVANT CUSTOM PORTFOLIO GROUP LLC | SAN DIEGO | 129803 | $239.4M | 5 | 2026-02-28 | → |
| 1686 | SEA CLIFF PARTNERS MANAGEMENT, LP | SAN FRANCISCO | 316909 | $239.4M | 5 | 2026-04-30 | → |
| 1687 | SWP FINANCIAL LLC | ENCINITAS | 327885 | $239.4M | 4 | 2026-04-30 | → |
| 1688 | HEIGHTS LLC | LOS ANGELES | 315969 | $239.2M | 3 | 2026-03-31 | → |
| 1689 | ORRELL CAPITAL MANAGMENT, INC. | LIVERMORE | 112487 | $238.9M | 3 | 2026-05-31 | → |
| 1690 | INVESTORS PORTFOLIO SERVICES LLC | PUYALLUP | 117299 | $238.8M | 3 | 2026-03-31 | → |
| 1691 | PROSSIMO ADVISORS LLC | SAN LUIS OBISPO | 289347 | $238.5M | 4 | 2026-03-31 | → |
| 1692 | STRATEGIC WEALTH CAPITAL, LLC | SAN FRANCISCO | 326299 | $238.4M | 5 | 2026-03-31 | → |
| 1693 | GOLDENSTONE WEALTH MANAGEMENT, LLC | EL DORADO HILLS | 310041 | $238.3M | 2 | 2026-02-28 | → |
| 1694 | CARLSBAD WEALTH ADVISORY GROUP, INC. | CARLSBAD | 146587 | $237.6M | 4 | 2026-03-31 | → |
| 1695 | MONTCALM TCR LLC | SAN FRANCISCO | 164521 | $237.5M | 4 | 2026-03-31 | → |
| 1696 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | VANCOUVER | 157019 | $237.1M | 4 | 2026-02-28 | → |
| 1697 | CASTLE WEALTH PLANNING LLC | SANTA BARBARA | 141601 | $236.4M | 3 | 2026-03-31 | → |
| 1698 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SAN DIEGO | 170093 | $235.7M | 8 | 2026-05-31 | → |
| 1699 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 1700 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | SAN RAFAEL | 145096 | $235.4M | 2 | 2026-05-31 | → |
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