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 | |
|---|---|---|---|---|---|---|---|
| 501 | SOMA EQUITY PARTNERS, LP | SAN FRANCISCO | 283613 | $1.95B | 15 | 2026-03-31 | → |
| 502 | BENSLER, LLC | BELLEVUE | 310849 | $1.94B | 46 | 2026-06-30 | → |
| 503 | RVW WEALTH LLC | LOS ANGELES | 140451 | $1.94B | 12 | 2026-06-30 | → |
| 504 | REBALANCE LLC | PALO ALTO | 158242 | $1.93B | 18 | 2026-05-31 | → |
| 505 | FIRST PACIFIC FINANCIAL, INC. | VANCOUVER | 284736 | $1.93B | 33 | 2026-05-31 | → |
| 506 | AMI ASSET MANAGEMENT CORP | LOS ANGELES | 110291 | $1.93B | 13 | 2025-11-30 | → |
| 507 | PRIVATE WEALTH PARTNERS, LLC | MILL VALLEY | 133802 | $1.92B | 9 | 2026-03-31 | → |
| 508 | FALCON WEALTH PLANNING, INC. | ONTARIO | 174092 | $1.92B | 42 | 2026-06-30 | → |
| 509 | LEGALIST, INC. | SAN FRANCISCO | 297876 | $1.92B | 36 | 2026-06-30 | → |
| 510 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 511 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 512 | ARC70 ADVISERS LP | BURLINGAME | 288087 | $1.90B | 32 | 2026-03-31 | → |
| 513 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 514 | D'ANNUNZIO CONSULTING GROUP, LLC | TACOMA | 144422 | $1.90B | 4 | 2026-03-31 | → |
| 515 | SP ASSET MANAGEMENT LLC | CUPERTINO | 323369 | $1.90B | 3 | 2026-03-31 | → |
| 516 | WHITTIER ADVISORS, LLC | NEWPORT BEACH | 318024 | $1.89B | 7 | 2026-05-31 | → |
| 517 | DVSM, LP | PORTLAND | 160800 | $1.89B | 24 | 2026-03-31 | → |
| 518 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 519 | TRIGUARD MANAGEMENT LLC | NEWPORT BEACH | 159472 | $1.88B | 9 | 2026-05-31 | → |
| 520 | SOVRAN ADVISORS, LLC | SAN DIEGO | 329415 | $1.87B | 64 | 2026-03-31 | → |
| 521 | WINDWARD CAPITAL MANAGEMENT CO | LOS ANGELES | 106908 | $1.86B | 7 | 2026-06-30 | → |
| 522 | VARSITY MANAGEMENT COMPANY, LP | LOS ANGELES | 285151 | $1.86B | 20 | 2026-03-31 | → |
| 523 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | SILVERDALE | 170602 | $1.86B | 91 | 2026-03-31 | → |
| 524 | MCDONALD CAPITAL INVESTORS INC | ORINDA | 105562 | $1.86B | 5 | 2026-03-31 | → |
| 525 | IGP INDUSTRIES, LLC | SAN FRANCISCO | 157214 | $1.85B | 31 | 2026-03-31 | → |
| 526 | GRANITE INVESTMENT PARTNERS, LLC | EL SEGUNDO | 150632 | $1.84B | 20 | 2026-03-31 | → |
| 527 | WEST COAST FINANCIAL, LLC | SANTA BARBARA | 104677 | $1.84B | 42 | 2025-03-31 | → |
| 528 | LIGHTBAY MANAGEMENT LLC | LOS ANGELES | 288432 | $1.84B | 29 | 2026-03-31 | → |
| 529 | CRESCENT CAP ADVISORS, LLC | LOS ANGELES | 175430 | $1.81B | 0 | 2026-03-31 | → |
| 530 | SELECT MONEY MANAGEMENT, INC. | LOS ANGELES | 153256 | $1.80B | 8 | 2026-03-31 | → |
| 531 | SLOY, DAHL & HOLST, LLC | VANCOUVER | 110102 | $1.80B | 6 | 2026-05-31 | → |
| 532 | TENSILE CAPITAL MANAGEMENT LP | LARKSPUR | 164161 | $1.80B | 11 | 2026-06-30 | → |
| 533 | MONOGRAM CAPITAL MANAGEMENT, L.P. | BEVERLY HILLS | 290197 | $1.79B | 11 | 2026-06-30 | → |
| 534 | ALTA PARK CAPITAL, LP | SAN FRANCISCO | 169422 | $1.78B | 16 | 2026-04-30 | → |
| 535 | AUXANO ADVISORS, LLC | BELLEVUE | 145179 | $1.78B | 15 | 2026-06-30 | → |
| 536 | REGENT PROPERTIES, LLC | LOS ANGELES | 309360 | $1.77B | 28 | 2026-03-31 | → |
| 537 | CURATED WEALTH PARTNERS, LLC | EL SEGUNDO | 297852 | $1.76B | 12 | 2026-03-31 | → |
| 538 | HBW ADVISORY SERVICES LLC | SIMI VALLEY | 143665 | $1.75B | 72 | 2026-03-31 | → |
| 539 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | EUGENE | 159419 | $1.75B | 15 | 2026-03-31 | → |
| 540 | RICE HALL JAMES & ASSOCIATES LLC | SAN DIEGO | 125410 | $1.74B | 23 | 2026-05-31 | → |
| 541 | AMITY VENTURES, LLC | SAN FRANCISCO | 290313 | $1.74B | 10 | 2026-03-31 | → |
| 542 | LIBERTY WEALTH MANAGEMENT, LLC | OAKLAND | 286001 | $1.73B | 43 | 2026-05-31 | → |
| 543 | HOUSATONIC MANAGEMENT COMPANY, INC. | SAN FRANCISCO | 157618 | $1.71B | 16 | 2026-03-31 | → |
| 544 | QUEST INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 110640 | $1.71B | 9 | 2026-03-31 | → |
| 545 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | FOSTER CITY | 299402 | $1.70B | 19 | 2026-03-31 | → |
| 546 | KBS CAPITAL ADVISORS, LLC | NEWPORT BEACH | 166213 | $1.70B | 75 | 2026-03-31 | → |
| 547 | TRANSOM CAPITAL GROUP, LLC | EL SEGUNDO | 170459 | $1.68B | 27 | 2026-05-31 | → |
| 548 | WEATHERLY ASSET MANAGEMENT LP | DEL MAR | 106935 | $1.68B | 16 | 2026-02-28 | → |
| 549 | FOUNDERS CIRCLE CAPITAL, LLC | CAMPBELL | 166012 | $1.67B | 15 | 2026-03-31 | → |
| 550 | PHILOSOPHY CAPITAL MANAGEMENT LLC | ALAMO | 308425 | $1.66B | 8 | 2026-03-31 | → |
| 551 | DORCHESTER CAPITAL ADVISORS, LLC | LOS ANGELES | 157965 | $1.65B | 15 | 2026-03-31 | → |
| 552 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 553 | LYELL WEALTH MANAGEMENT LP | MENLO PARK | 283521 | $1.65B | 11 | 2026-03-31 | → |
| 554 | ERA PARTNERS LLC | SAN FRANCISCO | 307400 | $1.65B | 15 | 2026-03-31 | → |
| 555 | CORDILLERA INVESTMENT PARTNERS, L.P. | SAN FRANCISCO | 277036 | $1.64B | 12 | 2026-03-31 | → |
| 556 | PROVENIO CAPITAL MANAGEMENT LLC | NEWPORT BEACH | 333009 | $1.63B | 11 | 2026-03-31 | → |
| 557 | DESCHUTES PORTFOLIO STRATEGY, LLC | PORTLAND | 155424 | $1.63B | 11 | 2026-03-31 | → |
| 558 | TELOS CAPITAL MANAGEMENT, INC. | SAN DIEGO | 149108 | $1.63B | 19 | 2026-05-31 | → |
| 559 | PASADENA PRIVATE WEALTH, LLC | PASADENA | 295178 | $1.62B | 19 | 2026-05-31 | → |
| 560 | UNISON INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 150893 | $1.61B | 12 | 2026-03-31 | → |
| 561 | BUCHANAN STREET PARTNERS, L.P. | NEWPORT BEACH | 169052 | $1.61B | 29 | 2026-03-31 | → |
| 562 | FINANCIAL PLAN, INC. | BELLINGHAM | 116073 | $1.60B | 12 | 2026-03-31 | → |
| 563 | LONE VIEW CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 321209 | $1.59B | 21 | 2026-03-31 | → |
| 564 | SENTINEL DOME PARTNERS, LLC | BURLINGAME | 172019 | $1.59B | 15 | 2026-06-30 | → |
| 565 | SUNSTONE PARTNERS MANAGEMENT, LLC | SAN MATEO | 305064 | $1.59B | 39 | 2026-03-31 | → |
| 566 | HOMESTEAD CAPITAL USA, LLC | SAN FRANCISCO | 281186 | $1.58B | 23 | 2026-03-31 | → |
| 567 | SWEETWATER INVESTMENT MANAGEMENT LLC | ENCINITAS | 297613 | $1.58B | 20 | 2026-03-31 | → |
| 568 | VERCAP MANAGEMENT LLC | LOS ANGELES | 333354 | $1.58B | 8 | 2026-05-31 | → |
| 569 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | KENNEWICK | 110952 | $1.58B | 19 | 2026-04-30 | → |
| 570 | LIGHT STREET CAPITAL MANAGEMENT, LLC | PALO ALTO | 155215 | $1.57B | 14 | 2026-03-31 | → |
| 571 | INTELLECTUS PARTNERS, LLC | SAN FRANCISCO | 173140 | $1.57B | 13 | 2026-05-31 | → |
| 572 | GOODFINCH MANAGEMENT, LLC | SAN FRANCISCO | 309789 | $1.56B | 23 | 2026-06-30 | → |
| 573 | HERCULES ADVISER LLC | SAN MATEO | 310662 | $1.56B | 3 | 2026-03-31 | → |
| 574 | BURTON ENRIGHT WELCH | WALNUT CREEK | 118376 | $1.55B | 19 | 2026-03-31 | → |
| 575 | REGATTA CAPITAL GROUP, LLC | EL SEGUNDO | 145363 | $1.55B | 18 | 2026-03-31 | → |
| 576 | DEFILADE CAPITAL MANAGEMENT, L.P. | EMERYVILLE | 337997 | $1.55B | 7 | 2026-06-30 | → |
| 577 | CUTLER INVESTMENT COUNSEL, LLC | JACKSONVILLE | 128483 | $1.54B | 24 | 2026-03-31 | → |
| 578 | CAMELOT CAPITAL PARTNERS LLC | LAGUNA BEACH | 281843 | $1.54B | 4 | 2026-04-30 | → |
| 579 | RWWM, INC. | ROCKLIN | 148221 | $1.54B | 8 | 2026-03-31 | → |
| 580 | PENCE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 281739 | $1.54B | 14 | 2026-03-31 | → |
| 581 | BFSG, LLC | IRVINE | 143617 | $1.54B | 31 | 2026-06-30 | → |
| 582 | TAMAR SECURITIES, LLC | WOODLAND HILLS | 153991 | $1.52B | 22 | 2026-04-30 | → |
| 583 | ROBINHOOD ASSET MANAGEMENT, LLC | MENLO PARK | 323736 | $1.52B | 138 | 2026-06-30 | → |
| 584 | GLYNN CAPITAL MANAGEMENT, LLC | MENLO PARK | 111296 | $1.52B | 24 | 2026-03-31 | → |
| 585 | CAPROCK PARTNERS MANAGEMENT, INC. | NEWPORT BEACH | 296925 | $1.52B | 50 | 2026-03-31 | → |
| 586 | COMPAK ASSET MANAGEMENT | NEWPORT BEACH | 109930 | $1.52B | 20 | 2026-03-31 | → |
| 587 | RBC SECURITIES, INC. | LOS ANGELES | 103705 | $1.52B | 186 | 2026-05-31 | → |
| 588 | LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC | BEVERLY HILLS | 289401 | $1.50B | 73 | 2026-03-31 | → |
| 589 | CAPITAL PLANNING ADVISORS LLC | ROSEVILLE | 170266 | $1.50B | 10 | 2026-03-31 | → |
| 590 | SALEM PARTNERS WEALTH MANAGEMENT, LLC | LOS ANGELES | 131359 | $1.50B | 8 | 2026-03-31 | → |
| 591 | THE INFORMED MOMENTUM COMPANY LLC | SOLANA BEACH | 144908 | $1.49B | 22 | 2026-03-31 | → |
| 592 | YUCAIPA MASTER MANAGER, LLC | LOS ANGELES | 158216 | $1.49B | 23 | 2026-03-31 | → |
| 593 | ADELANTE CAPITAL MANAGEMENT LLC | ALAMEDA | 107382 | $1.49B | 10 | 2026-03-31 | → |
| 594 | APRIEM ADVISORS | IRVINE | 108188 | $1.49B | 17 | 2026-03-31 | → |
| 595 | QUANTUM FINANCIAL ADVISORS, LLC | SANTA MONICA | 317386 | $1.48B | 16 | 2026-06-30 | → |
| 596 | H. BARTON ASSET MANAGEMENT, LLC | SAN FRANCISCO | 161955 | $1.48B | 14 | 2026-03-31 | → |
| 597 | ACUITAS INVESTMENTS, LLC | SEATTLE | 155782 | $1.48B | 7 | 2026-04-30 | → |
| 598 | COLUMBIA PACIFIC ADVISORS, LLC | SEATTLE | 142725 | $1.47B | 61 | 2026-05-31 | → |
| 599 | ECLECTIC ASSOCIATES, INC. | FULLERTON | 111041 | $1.47B | 17 | 2026-04-30 | → |
| 600 | SERENUS WEALTH ADVISORS, LLC | SANTA MONICA | 332034 | $1.47B | 6 | 2026-06-30 | → |
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