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 | |
|---|---|---|---|---|---|---|---|
| 301 | IPG INVESTMENT ADVISORS, LLC | SAN DIEGO | 152990 | $4.14B | 39 | 2026-03-31 | → |
| 302 | NWAM, LLC | MERCER ISLAND | 147923 | $4.13B | 62 | 2026-03-31 | → |
| 303 | GERBER KAWASAKI, INC. | SANTA MONICA | 153649 | $4.11B | 59 | 2026-03-31 | → |
| 304 | FFL PARTNERS, LLC | SAN FRANCISCO | 156980 | $4.11B | 43 | 2026-03-31 | → |
| 305 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 306 | ALTAMONT CAPITAL MANAGEMENT, L.P. | PALO ALTO | 160498 | $4.02B | 55 | 2026-03-31 | → |
| 307 | HANWHA ASSET MANAGEMENT (USA) LTD. | SAN FRANCISCO | 288464 | $4.00B | 22 | 2026-04-30 | → |
| 308 | BRENTWOOD PRIVATE EQUITY, LLC | LOS ANGELES | 156558 | $3.97B | 26 | 2026-04-30 | → |
| 309 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | EL SEGUNDO | 110005 | $3.97B | 24 | 2026-03-31 | → |
| 310 | TEAM HEWINS, LLC | FOSTER CITY | 291194 | $3.97B | 29 | 2026-04-30 | → |
| 311 | PANTERA CAPITAL PARTNERS LP | SAN FRANCISCO | 284342 | $3.96B | 72 | 2026-03-31 | → |
| 312 | VERNAL POINT ADVISORS, LLC | SAN FRANCISCO | 166587 | $3.94B | 25 | 2026-03-31 | → |
| 313 | OCEAN PARK ASSET MANAGEMENT, LLC | SANTA MONICA | 145634 | $3.94B | 58 | 2026-05-31 | → |
| 314 | CROSSLINK CAPITAL, INC. | MENLO PARK | 109948 | $3.91B | 34 | 2026-03-31 | → |
| 315 | NEWVIEW CAPITAL MANAGEMENT, LLC | BURLINGAME | 298161 | $3.86B | 22 | 2026-04-30 | → |
| 316 | RIMROCK CAPITAL MANAGEMENT LLC | IRVINE | 120410 | $3.85B | 26 | 2026-04-30 | → |
| 317 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 318 | VALIANT CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 158071 | $3.83B | 29 | 2026-05-31 | → |
| 319 | LUMINATE CAPITAL MANAGEMENT, INC. | SAN FRANCISCO | 269873 | $3.82B | 10 | 2026-03-31 | → |
| 320 | KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO | 288792 | $3.80B | 88 | 2026-05-31 | → |
| 321 | ALPHA CUBED INVESTMENTS, LLC | COSTA MESA | 159347 | $3.78B | 29 | 2026-03-31 | → |
| 322 | NEOS PARTNERS, LP | SAN DIEGO | 323847 | $3.77B | 34 | 2026-05-31 | → |
| 323 | VECTOR CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 171172 | $3.75B | 51 | 2026-06-30 | → |
| 324 | KINGSWOOD CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 304649 | $3.75B | 33 | 2026-04-30 | → |
| 325 | AVANATH CAPITAL MANAGEMENT, LLC | IRVINE | 172704 | $3.75B | 103 | 2026-04-30 | → |
| 326 | CFT CAPITAL MANAGEMENT, LLC | LOS ANGELES | 319348 | $3.75B | 13 | 2026-05-31 | → |
| 327 | MERK INVESTMENTS LLC | PALO ALTO | 112305 | $3.71B | 7 | 2026-03-31 | → |
| 328 | RESOURCE CAPITAL INVESTMENT CORPORATION | CARLSBAD | 166722 | $3.71B | 4 | 2026-03-31 | → |
| 329 | MOZAIC, LLC | BEVERLY HILLS | 145777 | $3.64B | 14 | 2026-03-31 | → |
| 330 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | MANHATTAN BEACH | 141600 | $3.58B | 16 | 2026-03-31 | → |
| 331 | SIGFIG WEALTH MANAGEMENT LLC | SAN FRANCISCO | 158823 | $3.58B | 96 | 2026-02-28 | → |
| 332 | ABACUS WEALTH PARTNERS, LLC | SANTA MONICA | 128590 | $3.58B | 65 | 2026-05-31 | → |
| 333 | WESTERN INTERNATIONAL SECURITIES, INC. | PASADENA | 39262 | $3.51B | 407 | 2025-06-30 | → |
| 334 | LINDBROOK CAPITAL, LLC | CALABASAS | 155812 | $3.50B | 10 | 2025-02-28 | → |
| 335 | MAIN POST PARTNERS, L.P. | SAN FRANCISCO | 172703 | $3.47B | 23 | 2026-06-30 | → |
| 336 | MORTON CAPITAL MANAGEMENT, LLC | CALABASAS | 141250 | $3.47B | 58 | 2026-05-31 | → |
| 337 | TRIBE CAPITAL MANAGEMENT, LLC | SAN MATEO | 304697 | $3.44B | 27 | 2026-03-31 | → |
| 338 | DRAGONFLY DIGITAL MANAGEMENT, LLC | SAN FRANCISCO | 300750 | $3.44B | 34 | 2026-03-31 | → |
| 339 | ECOR1 CAPITAL, LLC | SAN FRANCISCO | 167121 | $3.42B | 22 | 2026-03-31 | → |
| 340 | FRANK, RIMERMAN ADVISORS LLC | PALO ALTO | 124147 | $3.40B | 5 | 2026-03-31 | → |
| 341 | KNOX LANE LP | SAN FRANCISCO | 306657 | $3.40B | 30 | 2026-06-30 | → |
| 342 | UPFRONT VENTURES MANAGEMENT, LLC | LOS ANGELES | 175144 | $3.38B | 22 | 2026-03-31 | → |
| 343 | SEAFARER CAPITAL PARTNERS, LLC | LARKSPUR | 158671 | $3.38B | 19 | 2026-03-31 | → |
| 344 | SUMERU EQUITY PARTNERS L.P. | SAN MATEO | 172955 | $3.37B | 43 | 2026-05-31 | → |
| 345 | DIVERSIS CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 300773 | $3.37B | 42 | 2026-06-30 | → |
| 346 | FIVE ARROWS MANAGERS NORTH AMERICA LLC | MANHATTAN BEACH | 136191 | $3.37B | 16 | 2026-03-31 | → |
| 347 | BANNEKER PARTNERS LLC | SAN FRANCISCO | 296624 | $3.36B | 30 | 2026-03-31 | → |
| 348 | SUMMITRY, LLC | FOSTER CITY | 128586 | $3.35B | 46 | 2026-06-30 | → |
| 349 | R SQUARED BM LLC | EL SEGUNDO | 308920 | $3.35B | 15 | 2026-03-31 | → |
| 350 | SMASH VENTURES MANAGEMENT COMPANY LP | WEST HOLLYWOOD | 299799 | $3.30B | 18 | 2026-05-31 | → |
| 351 | FOCUSED INVESTORS LLC | LOS ANGELES | 140010 | $3.29B | 4 | 2026-03-31 | → |
| 352 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | GREENBRAE | 311926 | $3.28B | 8 | 2026-03-31 | → |
| 353 | MONOGRAPH WEALTH ADVISORS, LLC | MANHATTAN BEACH | 173949 | $3.25B | 20 | 2026-03-31 | → |
| 354 | COUNTERPOINT MUTUAL FUNDS, LLC | SAN DIEGO | 172379 | $3.24B | 15 | 2026-03-31 | → |
| 355 | FORESITE CAPITAL MANAGEMENT, LLC | WEST HOLLYWOOD | 162823 | $3.24B | 40 | 2026-05-31 | → |
| 356 | AMERICAN REALTY ADVISORS, LLC | LOS ANGELES | 107965 | $3.24B | 70 | 2026-04-30 | → |
| 357 | VISTA CAPITAL PARTNERS, INC. | PORTLAND | 114913 | $3.22B | 35 | 2026-03-31 | → |
| 358 | NASSAU CORAMERICA LLC | EL SEGUNDO | 334332 | $3.22B | 6 | 2026-03-31 | → |
| 359 | VANCE STREET MANAGEMENT LLC | LOS ANGELES | 155758 | $3.22B | 24 | 2026-03-31 | → |
| 360 | TRILOGY CAPITAL, INC. | IRVINE | 281597 | $3.21B | 74 | 2026-06-30 | → |
| 361 | M HOLDINGS SECURITIES, INC. | PORTLAND | 43285 | $3.21B | 1,442 | 2026-03-31 | → |
| 362 | PACIFIC OAK CAPITAL ADVISORS, LLC | COSTA MESA | 299177 | $3.20B | 11 | 2025-10-31 | → |
| 363 | VMG PARTNERS II, LLC | SAN FRANCISCO | 157720 | $3.17B | 36 | 2026-03-31 | → |
| 364 | TENNENBAUM CAPITAL PARTNERS, LLC | SANTA MONICA | 113203 | $3.16B | 10 | 2026-06-30 | → |
| 365 | STRATEGIC INCOME MANAGEMENT, LLC | SEATTLE | 151956 | $3.14B | 6 | 2026-05-31 | → |
| 366 | EARNED WEALTH ADVISORS, LLC | WALNUT CREEK | 108052 | $3.11B | 35 | 2026-03-31 | → |
| 367 | WINDJAMMER MANAGEMENT PARTNERS, L.P. | NEWPORT BEACH | 160396 | $3.10B | 27 | 2026-03-31 | → |
| 368 | CALERA CAPITAL ADVISORS, LP | SAN FRANCISCO | 158050 | $3.09B | 23 | 2026-03-31 | → |
| 369 | EMERALD LAKE CAPITAL MANAGEMENT, L.P. | SANTA MONICA | 300395 | $3.06B | 15 | 2026-04-30 | → |
| 370 | BERKELEY PARTNERS MANAGEMENT, LLC | OAKLAND | 284163 | $3.06B | 57 | 2026-06-30 | → |
| 371 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2026-06-30 | → |
| 372 | ANTHOS MANAGEMENT, L.P. | SANTA MONICA | 165980 | $3.04B | 30 | 2026-03-31 | → |
| 373 | STRATEGIC GLOBAL ADVISORS, LLC | NEWPORT BEACH | 286019 | $3.03B | 19 | 2026-03-31 | → |
| 374 | ALLOCATE MANAGEMENT COMPANY, LLC | PALO ALTO | 316814 | $3.00B | 16 | 2026-03-31 | → |
| 375 | PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC | MANHATTAN BEACH | 311351 | $2.98B | 42 | 2026-05-31 | → |
| 376 | PARCION PRIVATE WEALTH LLC | BELLEVUE | 305115 | $2.95B | 28 | 2026-03-31 | → |
| 377 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 378 | NORTHGATE CAPITAL, L.P. | DANVILLE | 140214 | $2.93B | 27 | 2026-03-31 | → |
| 379 | PINEGROVE ADVISER LLC | SAN FRANCISCO | 170811 | $2.93B | 17 | 2026-03-31 | → |
| 380 | RAUB BROCK CAPITAL MANAGEMENT, LP | LARKSPUR | 153994 | $2.93B | 9 | 2026-03-31 | → |
| 381 | FLEXPATH STRATEGIES LLC | ALISO VIEJO | 174306 | $2.91B | 5 | 2026-06-30 | → |
| 382 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 383 | FARTHER ASSET MANAGEMENT, LLC | SAN FRANCISCO | 325807 | $2.91B | 7 | 2026-03-31 | → |
| 384 | POLYCHAIN CAPITAL LP | SAN FRANCISCO | 285022 | $2.90B | 36 | 2026-03-31 | → |
| 385 | SYLEBRA CAPITAL LLC | PALO ALTO | 316856 | $2.90B | 8 | 2026-03-31 | → |
| 386 | FORT POINT CAPITAL PARTNERS LLC | SAN FRANCISCO | 146759 | $2.89B | 32 | 2026-03-31 | → |
| 387 | RRG CAPITAL MANAGEMENT LLC | LOS ANGELES | 291853 | $2.89B | 54 | 2026-04-30 | → |
| 388 | DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | 155312 | $2.89B | 14 | 2026-03-31 | → |
| 389 | ELECTRIC CAPITAL PARTNERS, LLC | PALO ALTO | 296943 | $2.88B | 30 | 2026-03-31 | → |
| 390 | LM ADVISORS LLC | SAN DIEGO | 153940 | $2.88B | 22 | 2026-03-31 | → |
| 391 | HOLLENCREST CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 46217 | $2.87B | 19 | 2026-06-30 | → |
| 392 | PARK WEST ASSET MANAGEMENT LLC | SAN FRANCISCO | 157660 | $2.86B | 20 | 2026-05-31 | → |
| 393 | BLOCKCHAIN CAPITAL, LLC | SAN FRANCISCO | 283610 | $2.86B | 28 | 2026-06-30 | → |
| 394 | VERIS WEALTH PARTNERS, LLC | OAKLAND | 143588 | $2.86B | 31 | 2026-03-31 | → |
| 395 | COOPER FINANCIAL GROUP | IRVINE | 111458 | $2.85B | 53 | 2026-06-30 | → |
| 396 | MAIN MANAGEMENT ETF ADVISORS, LLC | SAN FRANCISCO | 288558 | $2.82B | 27 | 2026-03-31 | → |
| 397 | ANGELES WEALTH MANAGEMENT, LLC | SANTA MONICA | 159952 | $2.81B | 17 | 2026-03-31 | → |
| 398 | OHANA ADVISORS MANAGEMENT, LLC | SAN RAFAEL | 158515 | $2.78B | 13 | 2026-05-31 | → |
| 399 | A16Z PERENNIAL MANAGEMENT, L.P. | MENLO PARK | 324429 | $2.75B | 26 | 2026-05-31 | → |
| 400 | DECHENG CAPITAL LLC | MENLO PARK | 293073 | $2.73B | 23 | 2026-03-31 | → |
Related Lists
Sleeve2,395 firms · 2026-06-30