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 | |
|---|---|---|---|---|---|---|---|
| 401 | KBS REALTY ADVISORS, LLC | NEWPORT BEACH | 119662 | $2.72B | 75 | 2026-03-31 | → |
| 402 | 1SHARPE CAPITAL LLC | SAN FRANCISCO | 285866 | $2.70B | 21 | 2026-03-31 | → |
| 403 | TCW PT MANAGEMENT COMPANY LLC | LOS ANGELES | 333068 | $2.70B | 344 | 2026-05-31 | → |
| 404 | INATAI INVESTMENT MANAGEMENT CO. LLC | SEATTLE | 329696 | $2.69B | 8 | 2026-05-31 | → |
| 405 | BREAKTHROUGH SERVICES, L.L.C. | LOS ANGELES | 309668 | $2.69B | 94 | 2026-03-31 | → |
| 406 | GOBI CAPITAL LLC | BEVERLY HILLS | 151427 | $2.69B | 4 | 2026-03-31 | → |
| 407 | CIM CAPITAL, LLC | LOS ANGELES | 277038 | $2.68B | 160 | 2026-04-30 | → |
| 408 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LARKSPUR | 107611 | $2.68B | 28 | 2025-04-30 | → |
| 409 | MULTNOMAH GROUP, INC. | PORTLAND | 132131 | $2.67B | 21 | 2026-03-31 | → |
| 410 | PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | 167214 | $2.66B | 19 | 2026-03-31 | → |
| 411 | GARDE CAPITAL, INC. | SEATTLE | 151043 | $2.65B | 18 | 2026-03-31 | → |
| 412 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 413 | TCG CAPITAL MANAGEMENT, LP | PLAYA VISTA | 298007 | $2.65B | 27 | 2026-03-31 | → |
| 414 | VARIANT INVESTMENTS, LLC | PORTLAND | 289261 | $2.64B | 33 | 2026-05-31 | → |
| 415 | STEADVIEW CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 164661 | $2.64B | 28 | 2026-03-31 | → |
| 416 | CHECCHI CAPITAL ADVISERS, LLC | BEVERLY HILLS | 143478 | $2.59B | 29 | 2026-03-31 | → |
| 417 | PEGASUS TECH VENTURES, INC. | SAN JOSE | 164588 | $2.58B | 46 | 2026-03-31 | → |
| 418 | BRACKET VENTURES MANAGEMENT, LLC | WEST HOLLYWOOD | 291692 | $2.57B | 9 | 2026-03-31 | → |
| 419 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | LOS ANGELES | 310510 | $2.56B | 12 | 2026-03-31 | → |
| 420 | SSI INVESTMENT MANAGEMENT LLC | LOS ANGELES | 104889 | $2.55B | 25 | 2026-03-31 | → |
| 421 | ROW ASSET MANAGEMENT, LLC | NEWPORT BEACH | 168336 | $2.55B | 20 | 2026-03-31 | → |
| 422 | VALIDUS CAPITAL LLC | EL SEGUNDO | 319212 | $2.54B | 18 | 2026-03-31 | → |
| 423 | STEELHEAD PARTNERS,LLC | SEATTLE | 116569 | $2.51B | 12 | 2026-03-31 | → |
| 424 | NO STREET GP LP | SAN FRANCISCO | 299240 | $2.51B | 11 | 2026-03-31 | → |
| 425 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | SARATOGA | 110506 | $2.51B | 21 | 2026-04-30 | → |
| 426 | OWL VENTURES, LLC | SAN FRANCISCO | 172513 | $2.50B | 20 | 2026-03-31 | → |
| 427 | PERENNIAL INVESTMENT ADVISORS, LLC | LOS ANGELES | 286477 | $2.50B | 71 | 2026-03-31 | → |
| 428 | HAUN VENTURES MANAGEMENT LP | MENLO PARK | 318409 | $2.49B | 11 | 2026-03-31 | → |
| 429 | FORGE GLOBAL ADVISORS LLC | SAN FRANCISCO | 284722 | $2.46B | 18 | 2026-04-30 | → |
| 430 | URBAN INVESTMENT ADVISORS, INC., | MILL VALLEY | 222524 | $2.45B | 3 | 2026-06-30 | → |
| 431 | LONGITUDE CAPITAL MANAGEMENT CO., LLC | MENLO PARK | 161916 | $2.44B | 27 | 2026-04-30 | → |
| 432 | HEARTHSTONE INC., A CALIFORNIA CORPORATION | CALABASAS | 112226 | $2.44B | 24 | 2025-03-31 | → |
| 433 | SR ONE CAPITAL MANAGEMENT, LP | REDWOOD CITY | 306361 | $2.44B | 28 | 2026-03-31 | → |
| 434 | VALEAS CAPITAL PARTNERS MANAGEMENT LP | SAN FRANCISCO | 317369 | $2.43B | 18 | 2026-04-30 | → |
| 435 | JUNIPER HILL CAPITAL MANAGEMENT LP | MENLO PARK | 300769 | $2.43B | 14 | 2025-03-31 | → |
| 436 | WEALTH ARCHITECTS, LLC | MOUNTAIN VIEW | 135373 | $2.42B | 23 | 2026-03-31 | → |
| 437 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 438 | DDD PARTNERS, LLC | BELLEVUE | 301548 | $2.39B | 24 | 2026-05-31 | → |
| 439 | CHECK CAPITAL MANAGEMENT INC | COSTA MESA | 107058 | $2.37B | 12 | 2026-03-31 | → |
| 440 | CENDANA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 165555 | $2.37B | 13 | 2026-03-31 | → |
| 441 | WHITMAN/PETERSON, LLC | WESTLAKE VILLAGE | 296087 | $2.37B | 26 | 2026-04-30 | → |
| 442 | GEMMER ASSET MANAGEMENT LLC | WALNUT CREEK | 109034 | $2.36B | 16 | 2026-03-31 | → |
| 443 | IFC ADVISORS LLC | LOS ANGELES | 332157 | $2.34B | 18 | 2026-03-31 | → |
| 444 | EMPROS CAPITAL LLC | SAN FRANCISCO | 293159 | $2.34B | 11 | 2026-06-30 | → |
| 445 | CALLAN CAPITAL, LLC | LA JOLLA | 142527 | $2.33B | 21 | 2025-03-31 | → |
| 446 | REVELATION CAPITAL MANAGEMENT, LLC | SAUSALITO | 171114 | $2.32B | 18 | 2026-05-31 | → |
| 447 | MILLIMAN ADVISORS, LLC | SEATTLE | 112245 | $2.32B | 1 | 2026-06-30 | → |
| 448 | WILLOW CREEK WEALTH MANAGEMENT, INC. | SEBASTOPOL | 109240 | $2.30B | 23 | 2026-04-30 | → |
| 449 | CLOCKTOWER GROUP, L.P. | SANTA MONICA | 158142 | $2.28B | 28 | 2026-05-31 | → |
| 450 | SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | 164696 | $2.28B | 16 | 2026-06-30 | → |
| 451 | GRANT TANI BARASH & ALTMAN, LLC | BEVERLY HILLS | 319128 | $2.28B | 89 | 2026-05-31 | → |
| 452 | J.DEREK LEWIS & ASSOCIATES, INC. | NEWPORT BEACH | 122307 | $2.28B | 10 | 2026-05-31 | → |
| 453 | WIL, LLC | PALO ALTO | 170737 | $2.27B | 45 | 2026-03-31 | → |
| 454 | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | SAN RAMON | 110152 | $2.26B | 14 | 2026-05-31 | → |
| 455 | LOGOS GLOBAL MANAGEMENT, L.P. | SAN FRANCISCO | 305162 | $2.25B | 9 | 2026-04-30 | → |
| 456 | APC ASSET DEVELOPMENT I, LP | NEWPORT BEACH | 328513 | $2.25B | 46 | 2026-03-31 | → |
| 457 | PACIFIC INCOME ADVISERS INC | EL SEGUNDO | 104719 | $2.25B | 14 | 2026-06-30 | → |
| 458 | BROWNING WEST LP | LOS ANGELES | 304702 | $2.24B | 8 | 2026-03-31 | → |
| 459 | HUMAN INVESTING, LLC | LAKE OSWEGO | 133017 | $2.22B | 28 | 2026-03-31 | → |
| 460 | TPG FINANCIAL ADVISORS, LLC | PORTLAND | 141153 | $2.22B | 21 | 2026-03-31 | → |
| 461 | OAKMONT CORPORATION | LOS ANGELES | 112337 | $2.22B | 35 | 2026-03-31 | → |
| 462 | KOSMOS MANAGEMENT LLC | SEATTLE | 164712 | $2.21B | 34 | 2026-03-31 | → |
| 463 | THE INVESTMENT HOUSE LLC | REDONDO BEACH | 163493 | $2.20B | 11 | 2026-03-31 | → |
| 464 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | OLYMPIA | 151088 | $2.20B | 26 | 2026-06-30 | → |
| 465 | JOEL R. MOGY INVESTMENT COUNSEL INC. | BEVERLY HILLS | 111622 | $2.18B | 9 | 2026-03-31 | → |
| 466 | CAI MANAGER LP | MILL VALLEY | 310205 | $2.18B | 17 | 2026-03-31 | → |
| 467 | ANFIELD CAPITAL MANAGEMENT, LLC | IRVINE | 165211 | $2.16B | 10 | 2026-03-31 | → |
| 468 | HMI CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 160850 | $2.15B | 16 | 2026-03-31 | → |
| 469 | EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES | 333932 | $2.15B | 17 | 2026-06-30 | → |
| 470 | PRIVATE ADVISORY GROUP LLC | REDMOND | 170043 | $2.14B | 31 | 2026-06-30 | → |
| 471 | FINANCIAL MANAGEMENT NETWORK INC | MISSION VIEJO | 110454 | $2.14B | 50 | 2025-12-31 | → |
| 472 | VAN HULZEN ASSET MANAGEMENT, LLC | EL DORADO HILLS | 116632 | $2.14B | 21 | 2026-03-31 | → |
| 473 | COASTEDGE PARTNERS, LLC | SAN DIEGO | 149685 | $2.14B | 16 | 2026-03-31 | → |
| 474 | INTERMEDE GLOBAL PARTNERS INC | SAN FRANCISCO | 288616 | $2.14B | 4 | 2026-05-31 | → |
| 475 | FERNBRIDGE CAPITAL MANAGEMENT LP | LOS ANGELES | 309334 | $2.13B | 11 | 2026-03-31 | → |
| 476 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 477 | GOLDFINCH PARTNERS LP | BELLEVUE | 300919 | $2.09B | 8 | 2026-03-31 | → |
| 478 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 167408 | $2.08B | 44 | 2025-05-31 | → |
| 479 | CARRICK CAPITAL MANAGEMENT COMPANY, LLC | SAN FRANCISCO | 165915 | $2.08B | 17 | 2026-03-31 | → |
| 480 | ZANBATO ADVISORS LLC | MOUNTAIN VIEW | 311620 | $2.08B | 11 | 2025-12-31 | → |
| 481 | TRUE WIND CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 281109 | $2.08B | 28 | 2026-03-31 | → |
| 482 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 483 | APC ASSET DEVELOPMENT II, LP | NEWPORT BEACH | 328587 | $2.06B | 46 | 2026-03-31 | → |
| 484 | SOFI WEALTH LLC | SAN FRANCISCO | 167958 | $2.05B | 114 | 2026-03-31 | → |
| 485 | L SQUARED CAPITAL MANAGEMENT LP | NEWPORT BEACH | 288509 | $2.04B | 18 | 2026-05-31 | → |
| 486 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 487 | RESMARK EQUITY PARTNERS, LLC | LOS ANGELES | 116882 | $2.03B | 46 | 2026-04-30 | → |
| 488 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | GREENBRAE | 108102 | $2.03B | 17 | 2026-03-31 | → |
| 489 | NIPUN CAPITAL, L.P. | FOSTER CITY | 159752 | $2.03B | 18 | 2026-03-31 | → |
| 490 | MADISON AVENUE SECURITIES, LLC | SAN DIEGO | 23224 | $2.02B | 125 | 2026-05-31 | → |
| 491 | WESTECH INVESTMENT ADVISORS LLC | PORTOLA VALLEY | 110429 | $2.02B | 35 | 2026-03-31 | → |
| 492 | SPYGLASS CAPITAL MANAGEMENT, LLC | GREENBRAE | 281266 | $2.02B | 11 | 2026-06-30 | → |
| 493 | LANE42 INVESTMENT PARTNERS, LLC | SANTA MONICA | 335548 | $2.01B | 26 | 2026-04-30 | → |
| 494 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 495 | JSF FINANCIAL, LLC | LOS ANGELES | 114025 | $1.97B | 27 | 2026-03-31 | → |
| 496 | OCEAN AVENUE CAPITAL PARTNERS, L.P. | SANTA MONICA | 160122 | $1.96B | 15 | 2026-06-30 | → |
| 497 | C.M. CAPITAL ADVISORS, LLC | PALO ALTO | 157529 | $1.96B | 18 | 2026-03-31 | → |
| 498 | CS PLANNING CORP | PORTLAND | 149937 | $1.96B | 60 | 2026-06-30 | → |
| 499 | HCR WEALTH ADVISORS | LOS ANGELES | 108676 | $1.96B | 20 | 2026-06-30 | → |
| 500 | ASCENDANT CAPITAL PARTNERS LP | LOS ANGELES | 306257 | $1.95B | 19 | 2026-04-30 | → |
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