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 | |
|---|---|---|---|---|---|---|---|
| 1701 | AMPERSAND CAPITAL GROUP, L.P. | BURLINGAME | 329612 | $235.1M | 3 | 2026-03-31 | → |
| 1702 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 1703 | HBA ADVISORS, LLC | PASADENA | 152050 | $234.3M | 4 | 2026-06-30 | → |
| 1704 | PRIMESTOR INVESTMENT MANAGEMENT, LLC | CULVER CITY | 322066 | $234.2M | 51 | 2026-05-31 | → |
| 1705 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | WALNUT CREEK | 304617 | $234.1M | 3 | 2026-04-30 | → |
| 1706 | HELIUM ADVISORS LLC | VANCOUVER | 282356 | $233.8M | 7 | 2026-05-31 | → |
| 1707 | CATALYST FINANCIAL NW CORPORATION | GRESHAM | 168534 | $233.4M | 4 | 2026-02-28 | → |
| 1708 | WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS | MISSION VIEJO | 106268 | $233.3M | 4 | 2026-03-31 | → |
| 1709 | ASPIREAN WEALTH, LLC | MILL VALLEY | 173138 | $233.2M | 6 | 2026-01-31 | → |
| 1710 | WE ALLIANCE WEALTH ADVISORS, INC. | ROSEVILLE | 175405 | $233.1M | 9 | 2026-03-31 | → |
| 1711 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | IRVINE | 112414 | $232.7M | 5 | 2026-05-31 | → |
| 1712 | FOUNDRY FINANCIAL LLC | PASADENA | 300122 | $232.6M | 10 | 2026-06-30 | → |
| 1713 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
| 1714 | SOLA IMPACT GROUP, LLC | LOS ANGELES | 313748 | $232.1M | 155 | 2026-03-31 | → |
| 1715 | CONWAY CAPITAL MANAGEMENT, INC. | BURBANK | 133260 | $231.9M | 1 | 2026-03-31 | → |
| 1716 | TAURUS CAPITAL ADVISORS, LLC | LAKE OSWEGO | 137633 | $231.4M | 5 | 2026-03-31 | → |
| 1717 | REDWOOD INVESTMENT GROUP, INC | FORT BRAGG | 168017 | $230.3M | 3 | 2026-06-30 | → |
| 1718 | ECHELON CAPITAL STRATEGIES, LLC | OAKLAND | 169484 | $230.3M | 8 | 2024-12-31 | → |
| 1719 | CONNECTIVE CAPITAL MANAGEMENT, LLC | PALO ALTO | 161099 | $230.1M | 10 | 2026-04-30 | → |
| 1720 | GIDEON CAPITAL, LLC | LOS ANGELES | 337919 | $229.0M | 1 | 2026-06-30 | → |
| 1721 | HIPPOCRATIC FINANCIAL ADVISORS LLC | WESTLAKE VILLAGE | 169481 | $229.0M | 29 | 2026-05-31 | → |
| 1722 | X ADVISORS, LLC | SANTA MARIA | 315838 | $228.6M | 5 | 2026-05-31 | → |
| 1723 | MSP WEALTH MANAGEMENT, LLC | KLAMATH FALLS | 306522 | $228.5M | 6 | 2026-03-31 | → |
| 1724 | TENZING GLOBAL MANAGEMENT LLC | SAN FRANCISCO | 159696 | $228.1M | 4 | 2026-03-31 | → |
| 1725 | CASCADE WEALTH ADVISORS, INC | WENATCHEE | 158470 | $228.1M | 3 | 2026-02-28 | → |
| 1726 | THE WEALTHGARDEN F.S. LLC | EL SEGUNDO | 311927 | $227.6M | 5 | 2026-03-31 | → |
| 1727 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC | JACKSONVILLE | 152930 | $227.4M | 3 | 2026-04-30 | → |
| 1728 | ECHO45 ADVISORS LLC | WALNUT CREEK | 307265 | $227.4M | 8 | 2026-06-30 | → |
| 1729 | CAPITAL CS GROUP, LLC | IRVINE | 304523 | $227.3M | 3 | 2026-03-31 | → |
| 1730 | CONNECTED WEALTH SOLUTIONS, LLC | LA GRANDE | 277111 | $226.4M | 3 | 2026-02-28 | → |
| 1731 | D'ARCY CAPITAL MANAGEMENT, LLC | SAN DIEGO | 156264 | $225.6M | 4 | 2026-02-28 | → |
| 1732 | DANIEL INVESTMENT ASSOCIATES, LLC | SANTA BARBARA | 157284 | $225.3M | 1 | 2026-03-31 | → |
| 1733 | SUN GROUP WEALTH PARTNERS LLC | IRVINE | 166372 | $224.5M | 7 | 2026-05-31 | → |
| 1734 | ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. | LOS ANGELES | 321735 | $224.4M | 5 | 2026-06-30 | → |
| 1735 | MAINSTREAM CAPITAL MANAGEMENT LLC | LOS ANGELES | 297145 | $224.0M | 4 | 2026-03-31 | → |
| 1736 | WEALTH TEAMS ALLIANCE INC. | IRVINE | 168907 | $223.9M | 27 | 2026-03-31 | → |
| 1737 | GEVERS WEALTH MANAGEMENT, LLC | ISSAQUAH | 340092 | $223.7M | 5 | 2026-06-30 | → |
| 1738 | NOBLE WEALTH MANAGEMENT, INC. | NEWPORT BEACH | 169963 | $223.4M | 6 | 2026-03-31 | → |
| 1739 | BRANSON FRANK A INC | PALO ALTO | 110451 | $223.2M | 1 | 2026-03-31 | → |
| 1740 | TORTUGA WEALTH MANAGEMENT, INC. | TORRANCE | 153737 | $222.9M | 4 | 2026-02-28 | → |
| 1741 | CAREY CONSULTING WEALTH MANAGEMENT, INC. | SAN RAMON | 173885 | $222.8M | 3 | 2026-02-28 | → |
| 1742 | KMT WEALTH MANAGEMENT, LLC | HERMOSA BEACH | 328911 | $222.4M | 1 | 2026-02-28 | → |
| 1743 | SORRENTO PACIFIC FINANCIAL, LLC | SAN DIEGO | 127787 | $222.3M | 248 | 2025-08-31 | → |
| 1744 | GREAT NORTHERN ASSET MANAGEMENT, LLC | VANCOUVER | 139457 | $222.3M | 3 | 2025-07-31 | → |
| 1745 | MACLEAN CAPITAL ADVISORS, LLC | INDIAN WELLS | 156978 | $222.1M | 3 | 2026-02-28 | → |
| 1746 | RING MOUNTAIN CAPITAL, LLC | TIBURON | 288714 | $222.1M | 1 | 2026-06-30 | → |
| 1747 | MANGAN WEALTH MANAGEMENT, INC. | SEATTLE | 143863 | $222.0M | 6 | 2026-03-31 | → |
| 1748 | OPTIMIZE FINANCIAL INC. | IRVINE | 315963 | $221.7M | 8 | 2026-06-30 | → |
| 1749 | PACIFIC PARK FINANCIAL, INC. | LAGUNA HILLS | 122867 | $221.6M | 2 | 2026-03-31 | → |
| 1750 | LYLE, ALLAN GLEN | SAN RAFAEL | 10603 | $221.2M | 2 | 2026-03-31 | → |
| 1751 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 1752 | GLOBAL PARTNERSHIPS | SEATTLE | 300844 | $221.1M | 42 | 2025-09-30 | → |
| 1753 | PARA WEALTH ADVISORS, INC. | CAMAS | 322683 | $221.0M | 4 | 2026-04-30 | → |
| 1754 | TRIAVERA CAPITAL LLC | LARKSPUR | 329548 | $220.6M | 1 | 2026-03-31 | → |
| 1755 | GREAT GABLE ADVISORS, LLC | BEVERLY HILLS | 297501 | $220.5M | 3 | 2026-03-31 | → |
| 1756 | FISAI US MANAGEMENT LLC | LOS ANGELES | 328574 | $220.4M | 2 | 2025-03-31 | → |
| 1757 | INCISION CAPITAL MANAGEMENT LP | SAN FRANCISCO | 325593 | $220.3M | 2 | 2026-06-30 | → |
| 1758 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 1759 | FOSTER & WOOD, INC. | LAKE OSWEGO | 165362 | $218.7M | 3 | 2026-03-31 | → |
| 1760 | CSC UPSHOT VENTURES MANAGEMENT, LLC | PALO ALTO | 283270 | $218.5M | 3 | 2026-03-31 | → |
| 1761 | BUTLER HALL CAPITAL LLC | LOS ANGELES | 290744 | $218.3M | 2 | 2026-06-30 | → |
| 1762 | ALLSTREET CAPITAL LLC | LOS ANGELES | 283564 | $218.0M | 3 | 2026-02-28 | → |
| 1763 | DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA | PETALUMA | 112079 | $217.8M | 3 | 2026-03-31 | → |
| 1764 | APS MANAGEMENT GROUP, INC. | TORRANCE | 284697 | $217.4M | 6 | 2026-03-31 | → |
| 1765 | GRANGE CAPITAL, LLC | BEAVERTON | 131699 | $217.2M | 6 | 2026-03-31 | → |
| 1766 | STRATEGIC RETIREMENT ADVISORS, LLC | ELK GROVE | 142887 | $216.9M | 2 | 2026-06-30 | → |
| 1767 | HOFER & ASSOCIATES, INC. | THOUSAND OAKS | 282005 | $216.4M | 4 | 2026-02-28 | → |
| 1768 | NORTH RIDGE WEALTH ADVISORS, INC. | BEAVERTON | 157516 | $216.0M | 3 | 2026-02-28 | → |
| 1769 | MEDICI CAPITAL LLC | NEWPORT BEACH | 308394 | $215.8M | 2 | 2026-04-30 | → |
| 1770 | MARRICK WEALTH, LLC | IRVINE | 164758 | $215.6M | 3 | 2026-05-31 | → |
| 1771 | ILLUMINE INVESTMENT MANAGEMENT, LLC | POULSBO | 311661 | $215.2M | 5 | 2026-02-28 | → |
| 1772 | DISHMI CAPITAL, LLC | PASADENA | 336392 | $215.1M | 4 | 2026-03-31 | → |
| 1773 | PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC | WOODLAND HILLS | 141988 | $215.0M | 16 | 2026-05-31 | → |
| 1774 | ARCHON CAPITAL MANAGEMENT LLC | SEATTLE | 130499 | $214.6M | 6 | 2026-03-31 | → |
| 1775 | UTA LLC | VANCOUVER | 315427 | $214.6M | 2 | 2026-01-31 | → |
| 1776 | JCSD CAPITAL, LLC | WALNUT CREEK | 163084 | $214.6M | 4 | 2026-05-31 | → |
| 1777 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 1778 | ARGYLE CAPITAL PARTNERS, LLC | LOS ANGELES | 162246 | $213.6M | 3 | 2026-03-31 | → |
| 1779 | SACKETT WEALTH ADVISORS, INC. | BREA | 289950 | $212.3M | 5 | 2026-03-31 | → |
| 1780 | COASTWISE CAPITAL GROUP, LLC | LA JOLLA | 139564 | $212.2M | 4 | 2026-03-31 | → |
| 1781 | EXCOLERE EQUITY PARTNERS, LLC | LOS ANGELES | 324822 | $212.2M | 10 | 2026-06-30 | → |
| 1782 | JAMISON HANSON ADVISORS LLC | SALEM | 139587 | $212.0M | 4 | 2026-03-31 | → |
| 1783 | ORCA INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 144377 | $211.7M | 7 | 2026-05-31 | → |
| 1784 | BLUE SUMMIT FINANCIAL GROUP, INC. | SAN DIEGO | 148782 | $211.4M | 3 | 2026-02-28 | → |
| 1785 | PINNACLE WEALTH MANAGEMENT, LLC | ROSEVILLE | 315578 | $211.1M | 5 | 2026-02-28 | → |
| 1786 | FAIRBANKS CAPITAL MANAGEMENT, INC. | RANCHO SANTA FE | 107650 | $210.6M | 5 | 2026-03-31 | → |
| 1787 | BARING FINANCIAL LLC | BELLINGHAM | 173761 | $210.3M | 3 | 2026-02-28 | → |
| 1788 | MARK GILLAM ENTERPRISES | FAIR OAKS | 108632 | $210.3M | 6 | 2026-03-31 | → |
| 1789 | SENTINEL GLOBAL LP | SAN FRANCISCO | 326444 | $210.3M | 5 | 2026-06-30 | → |
| 1790 | SMART PORTFOLIOS, LLC | LAKE FOREST PARK | 131342 | $210.3M | 6 | 2026-03-31 | → |
| 1791 | ALCOSTA CAPITAL MANAGEMENT, INC. | SAN RAMON | 128679 | $210.2M | 2 | 2026-03-31 | → |
| 1792 | SANDER CAPITAL ADVISORS, INC. | SEATTLE | 112499 | $210.0M | 2 | 2026-01-31 | → |
| 1793 | MAKAIRA PARTNERS, LLC | LA JOLLA | 153729 | $209.8M | 4 | 2026-03-31 | → |
| 1794 | RUNDE & CO. LLC | SEATTLE | 106383 | $209.5M | 2 | 2026-03-31 | → |
| 1795 | OLYMPIC WEALTH MANAGEMENT LLC | BOTHELL | 154934 | $209.4M | 2 | 2025-01-31 | → |
| 1796 | CANNON BEACH CONSULTANTS INC | SAN RAMON | 140959 | $209.2M | 2 | 2026-03-31 | → |
| 1797 | FINANCIAL INVESTMENT TEAM, INC. | PORTLAND | 145724 | $209.1M | 5 | 2026-02-28 | → |
| 1798 | FILIGREE WEALTH ADVISORS, LLC | IRVINE | 318729 | $209.1M | 3 | 2026-03-31 | → |
| 1799 | ELI CIRCLE CAPITAL, LP | LOS ANGELES | 326553 | $209.0M | 4 | 2026-03-31 | → |
| 1800 | CAVU WEALTH MANAGEMENT INC. | LAKESIDE | 299089 | $208.8M | 7 | 2026-03-31 | → |
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