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 | |
|---|---|---|---|---|---|---|---|
| 601 | COMMUNITY INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 174204 | $1.47B | 39 | 2026-05-31 | → |
| 602 | AERODIGM WEALTH LLC | LAKE OSWEGO | 282312 | $1.46B | 9 | 2026-05-31 | → |
| 603 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 604 | AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC | SEAL BEACH | 284231 | $1.46B | 47 | 2026-06-30 | → |
| 605 | NICHOLAS INVESTMENT PARTNERS, L.P. | SAN DIEGO | 140159 | $1.45B | 12 | 2026-03-31 | → |
| 606 | VALLEY WEALTH STRATEGIES, LLC | LODI | 289737 | $1.45B | 59 | 2026-06-30 | → |
| 607 | JGP WEALTH MANAGEMENT, LLC | BEND | 290694 | $1.43B | 23 | 2026-02-28 | → |
| 608 | SLW MANAGEMENT COMPANY LLC | SAN FRANCISCO | 329215 | $1.43B | 10 | 2026-03-31 | → |
| 609 | TRUE PRIVATE WEALTH ADVISORS, LLC | SALEM | 164947 | $1.43B | 22 | 2026-05-31 | → |
| 610 | SHORECLIFF ASSET MANAGEMENT COMPANY LLC | NEWPORT BEACH | 324111 | $1.41B | 14 | 2026-03-31 | → |
| 611 | LEADER CAPITAL CORP. | VANCOUVER | 46206 | $1.41B | 2 | 2026-01-31 | → |
| 612 | GREENE WEALTH MANAGEMENT, LLC | SEATTLE | 137810 | $1.41B | 9 | 2026-04-30 | → |
| 613 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 614 | THOROFARE, LLC | EL SEGUNDO | 171293 | $1.40B | 27 | 2026-03-31 | → |
| 615 | SILICON VALLEY RETIREMENT SERVICES, LLC | SAN JOSE | 154756 | $1.40B | 2 | 2026-02-28 | → |
| 616 | CONTENT PARTNERS LLC | LOS ANGELES | 164461 | $1.40B | 15 | 2025-03-31 | → |
| 617 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 618 | DENALI ADVISORS, LLC | SAN DIEGO | 110242 | $1.39B | 14 | 2026-03-31 | → |
| 619 | CASCADE FINANCIAL PARTNERS, LLC | SAN DIEGO | 326620 | $1.38B | 9 | 2026-03-31 | → |
| 620 | ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLC | SANTA MONICA | 157622 | $1.38B | 18 | 2026-03-31 | → |
| 621 | NEUMEIER POMA INVESTMENT COUNSEL LLC | CARMEL | 110672 | $1.37B | 11 | 2026-05-31 | → |
| 622 | BRASA CAPITAL MANAGEMENT, LP | LOS ANGELES | 316265 | $1.37B | 19 | 2026-03-31 | → |
| 623 | SEASIDE EQUITY PARTNERS, LLC | SAN DIEGO | 307171 | $1.37B | 19 | 2026-03-31 | → |
| 624 | MCILRATH & ECK, LLC | ARLINGTON | 145252 | $1.36B | 19 | 2026-03-31 | → |
| 625 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 626 | GRASSI INVESTMENT MANAGEMENT, LLC | SANTA CLARA | 108690 | $1.36B | 5 | 2025-02-28 | → |
| 627 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 628 | CORNERSTONE CAPITAL, INC. | PALO ALTO | 105396 | $1.36B | 5 | 2026-03-31 | → |
| 629 | GALLANT CAPITAL PARTNERS LLC | LOS ANGELES | 297344 | $1.35B | 26 | 2026-03-31 | → |
| 630 | FIN VENTURE CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 298492 | $1.35B | 23 | 2026-06-30 | → |
| 631 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 632 | STRATEGY CAPITAL LLC | LOS ALTOS | 169007 | $1.34B | 7 | 2026-03-31 | → |
| 633 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO | 107638 | $1.34B | 7 | 2026-03-31 | → |
| 634 | PERMIRA CREDIT LLC | SAN FRANCISCO | 330996 | $1.34B | 37 | 2026-06-30 | → |
| 635 | TALBOT FINANCIAL, LLC | BELLEVUE | 155162 | $1.34B | 3 | 2026-03-31 | → |
| 636 | CYPRESS WEALTH SERVICES, LLC | PALM DESERT | 288992 | $1.34B | 21 | 2026-02-28 | → |
| 637 | AMERICAN PACIFIC GROUP, L.P. | LARKSPUR | 306218 | $1.34B | 23 | 2026-03-31 | → |
| 638 | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. | ANAHEIM | 132295 | $1.33B | 31 | 2026-03-31 | → |
| 639 | GGP MANAGEMENT, L.P. | SANTA MONICA | 310340 | $1.33B | 23 | 2026-05-31 | → |
| 640 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 641 | TRIPLEPOINT ADVISERS LLC | MENLO PARK | 168948 | $1.31B | 72 | 2026-03-31 | → |
| 642 | PRUDENT INVESTOR ADVISORS, LLC | FOLSOM | 121922 | $1.30B | 4 | 2026-03-31 | → |
| 643 | SYNERGY ASSET MANAGEMENT, LLC | VANCOUVER | 117201 | $1.30B | 14 | 2026-03-31 | → |
| 644 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 645 | POPLAR FOREST CAPITAL LLC | PASADENA | 145250 | $1.28B | 10 | 2025-03-31 | → |
| 646 | FRAMEWORK VENTURES MANAGEMENT LLC | SAN FRANCISCO | 314038 | $1.28B | 14 | 2026-03-31 | → |
| 647 | RDST CAPITAL LLC | SEATTLE | 284645 | $1.28B | 7 | 2026-05-31 | → |
| 648 | CAPITAL ADVANTAGE, INC. | WALNUT CREEK | 108985 | $1.28B | 16 | 2026-03-31 | → |
| 649 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | MARINA DEL REY | 148128 | $1.28B | 15 | 2026-04-30 | → |
| 650 | PAUL R. RIED FINANCIAL GROUP, LLC | BELLEVUE | 297284 | $1.27B | 12 | 2026-03-31 | → |
| 651 | PFM HEALTH SCIENCES, LP | SAN FRANCISCO | 146747 | $1.27B | 17 | 2026-03-31 | → |
| 652 | BELVERON REAL ESTATE PARTNERS, LLC | SAN FRANCISCO | 282072 | $1.27B | 25 | 2026-06-30 | → |
| 653 | METZLER-PAYDEN, LLC | LOS ANGELES | 108870 | $1.26B | 187 | 2026-03-31 | → |
| 654 | INVICTUS GROWTH MANAGEMENT, LLC | SAN MATEO | 311947 | $1.26B | 12 | 2026-04-30 | → |
| 655 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 656 | HOHIMER WEALTH MANAGEMENT, LLC | SEATTLE | 300140 | $1.26B | 12 | 2026-03-31 | → |
| 657 | INSIGNIA CAPITAL GROUP, L.P. | WALNUT CREEK | 169772 | $1.25B | 16 | 2026-06-30 | → |
| 658 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 659 | OAKHURST ADVISORS, LLC | LOS ANGELES | 282057 | $1.25B | 14 | 2026-03-31 | → |
| 660 | SIVIA CAPITAL PARTNERS, LLC | MILL VALLEY | 170413 | $1.24B | 5 | 2026-06-30 | → |
| 661 | CORBEL MANAGEMENT, LLC | LOS ANGELES | 171849 | $1.24B | 18 | 2026-03-31 | → |
| 662 | ARLINGTON FINANCIAL ADVISORS, LLC | SANTA BARBARA | 283288 | $1.24B | 16 | 2026-02-28 | → |
| 663 | KWB WEALTH | REDLANDS | 300921 | $1.23B | 10 | 2026-05-31 | → |
| 664 | M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | 136694 | $1.23B | 5 | 2026-03-31 | → |
| 665 | ASPIRE CAPITAL ADVISORS LLC | SEATTLE | 298366 | $1.23B | 22 | 2026-04-30 | → |
| 666 | ARCHITECT CAPITAL CORP. | SAN FRANCISCO | 315010 | $1.23B | 15 | 2026-05-31 | → |
| 667 | VISION CAPITAL MANAGEMENT, INC. | PORTLAND | 107793 | $1.23B | 13 | 2026-05-31 | → |
| 668 | COMPOSITION CAPITAL LP | LOS ANGELES | 332182 | $1.23B | 9 | 2026-03-31 | → |
| 669 | SB CAPITAL MANAGEMENT, INC. | ENCINO | 126826 | $1.23B | 6 | 2025-10-31 | → |
| 670 | RIORDAN, LEWIS & HADEN, INC | LOS ANGELES | 157138 | $1.22B | 17 | 2026-06-30 | → |
| 671 | DE GROOTE FINANCIAL GROUP, LLC | THOUSAND OAKS | 168178 | $1.22B | 9 | 2026-05-31 | → |
| 672 | WESPAC ADVISORS, LLC | ORINDA | 148242 | $1.21B | 10 | 2026-04-30 | → |
| 673 | ANGELES EQUITY PARTNERS, LLC | LOS ANGELES | 281284 | $1.20B | 30 | 2026-03-31 | → |
| 674 | URSA FUND MANAGEMENT LLC | DANVILLE | 283363 | $1.20B | 2 | 2026-04-30 | → |
| 675 | CEDAR MOUNTAIN ADVISORS, LLC | LAKE OSWEGO | 140339 | $1.20B | 10 | 2026-03-31 | → |
| 676 | CCG WEALTH MANAGEMENT, LLC | SAN DIEGO | 296985 | $1.20B | 64 | 2026-06-30 | → |
| 677 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 678 | HACKMAN CAPITAL PARTNERS, LLC | CULVER CITY | 314721 | $1.19B | 65 | 2026-06-30 | → |
| 679 | RAM INVESTMENT PARTNERS, LLC | BELLEVUE | 161077 | $1.19B | 20 | 2026-03-31 | → |
| 680 | THE PARTNERS WEALTH MANAGEMENT, LLC | CARMEL BY THE SEA | 314816 | $1.18B | 39 | 2026-06-30 | → |
| 681 | PINEGROVE OPPORTUNITY PARTNERS LLC | SAN FRANCISCO | 328970 | $1.18B | 8 | 2025-09-30 | → |
| 682 | CHEVIOT VALUE MANAGEMENT, LLC | BEVERLY HILLS | 166291 | $1.17B | 7 | 2026-06-30 | → |
| 683 | COTA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 226750 | $1.17B | 16 | 2026-03-31 | → |
| 684 | MANHATTAN WEST ASSET MANAGEMENT, LLC | LOS ANGELES | 283630 | $1.16B | 36 | 2026-06-30 | → |
| 685 | L & S ADVISORS, INC | LOS ANGELES | 140923 | $1.16B | 15 | 2026-06-30 | → |
| 686 | FORTIS CAPITAL MANAGEMENT LLC | BELLEVUE | 172198 | $1.16B | 22 | 2026-04-30 | → |
| 687 | ACRE CAPITAL ADVISORS, LLC | LOS ANGELES | 328401 | $1.16B | 12 | 2026-05-31 | → |
| 688 | AFFINITY INVESTMENT ADVISORS, LLC | NEWPORT BEACH | 108278 | $1.16B | 6 | 2026-03-31 | → |
| 689 | FOREST ROAD ASSET MANAGEMENT LLC | LOS ANGELES | 315600 | $1.16B | 15 | 2026-06-30 | → |
| 690 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 691 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 692 | CITYVIEW MANAGEMENT SERVICES, LLC | LOS ANGELES | 158370 | $1.15B | 30 | 2026-03-31 | → |
| 693 | LUCID ADVISORS, INC. | SEATTLE | 116639 | $1.15B | 2 | 2026-03-31 | → |
| 694 | REGENCY INVESTMENT ADVISORS INC | FRESNO | 106990 | $1.14B | 15 | 2026-03-31 | → |
| 695 | IGNITE PLANNERS LLC | SAN CLEMENTE | 289797 | $1.14B | 38 | 2026-05-31 | → |
| 696 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 697 | YOSEMITE MANAGEMENT, LLC | SAN FRANCISCO | 326764 | $1.14B | 18 | 2026-03-31 | → |
| 698 | CASTLE CREEK ADVISORS IV LLC | SAN DIEGO | 158079 | $1.14B | 12 | 2026-03-31 | → |
| 699 | SYMBIOTIC CAPITAL MANAGEMENT CO. LLC | LOS ANGELES | 325844 | $1.13B | 9 | 2026-03-31 | → |
| 700 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
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