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 | |
|---|---|---|---|---|---|---|---|
| 701 | QVR LLC | SAN FRANCISCO | 288357 | $1.13B | 7 | 2026-03-31 | → |
| 702 | CLG LLC | LONG BEACH | 282605 | $1.12B | 35 | 2026-02-28 | → |
| 703 | VANTAGE WEALTH MANAGEMENT, LLC | SAN MATEO | 152374 | $1.12B | 9 | 2026-03-31 | → |
| 704 | FIDUCIARY FINANCIAL GROUP, LLC | SAN RAFAEL | 285681 | $1.12B | 10 | 2026-06-30 | → |
| 705 | MAR VISTA INVESTMENT PARTNERS, LLC | LOS ANGELES | 144906 | $1.12B | 19 | 2026-03-31 | → |
| 706 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | NEWPORT BEACH | 110347 | $1.12B | 13 | 2026-03-31 | → |
| 707 | CRESCENT COVE ADVISORS, LP | SAN FRANCISCO | 288111 | $1.11B | 11 | 2026-03-31 | → |
| 708 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | YAKIMA | 309387 | $1.11B | 10 | 2026-04-30 | → |
| 709 | CRESCENT CAP NT ADVISORS, LLC | LOS ANGELES | 324139 | $1.11B | 0 | 2026-03-31 | → |
| 710 | FINANCIAL ADVISORS NETWORK, INC. | TUSTIN | 152083 | $1.11B | 22 | 2026-03-31 | → |
| 711 | OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC | PALO ALTO | 289384 | $1.10B | 1 | 2026-04-30 | → |
| 712 | NEXA EQUITY LLC | SAN FRANCISCO | 317201 | $1.10B | 14 | 2026-03-31 | → |
| 713 | MONTEREY PRIVATE WEALTH, INC. | MONTEREY | 114572 | $1.10B | 13 | 2025-03-31 | → |
| 714 | TOWNELEY CAPITAL MANAGEMENT, INC. | LAGUNA HILLS | 169863 | $1.09B | 12 | 2026-04-30 | → |
| 715 | CS CAPITAL MANAGEMENT INC | EL SEGUNDO | 106492 | $1.09B | 7 | 2026-05-31 | → |
| 716 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 717 | WESCAP MANAGEMENT GROUP, INC. | GLENDALE | 104759 | $1.09B | 13 | 2026-03-31 | → |
| 718 | RIOT VENTURES MANAGEMENT, LLC | VENICE | 288647 | $1.09B | 9 | 2026-04-30 | → |
| 719 | CW INVESTMENT ADVISERS, LLC | LOS ANGELES | 305926 | $1.08B | 36 | 2026-03-31 | → |
| 720 | 5AM VENTURE MANAGEMENT, LLC | SAN FRANCISCO | 160395 | $1.08B | 32 | 2026-03-31 | → |
| 721 | CORVUS WEALTH ADVISORS LLC | TEMPLETON | 311261 | $1.08B | 19 | 2026-03-31 | → |
| 722 | CIM CAPITAL IC MANAGEMENT, LLC | LOS ANGELES | 301416 | $1.08B | 160 | 2026-03-31 | → |
| 723 | GREENLAKE ASSET MANAGEMENT LLC | SOUTH PASADENA | 221528 | $1.08B | 20 | 2026-03-31 | → |
| 724 | BASECAMP WEALTH ADVISORS, LLC | BELLEVUE | 334018 | $1.08B | 4 | 2026-03-31 | → |
| 725 | BRIDGE33 INVESTMENT MANAGEMENT LLC | SEATTLE | 305580 | $1.08B | 25 | 2026-04-30 | → |
| 726 | FULCRUM CAPITAL, LLC | SEATTLE | 145322 | $1.08B | 13 | 2026-03-31 | → |
| 727 | FORT BAKER CAPITAL MANAGEMENT LP | LARKSPUR | 282926 | $1.07B | 9 | 2026-03-31 | → |
| 728 | WAYPOINT WEALTH PARTNERS, INC. | MILL VALLEY | 131155 | $1.07B | 12 | 2025-03-31 | → |
| 729 | SPINNAKER INVESTMENT GROUP, LLC | NEWPORT BEACH | 283414 | $1.07B | 11 | 2026-06-30 | → |
| 730 | OCCIDENTAL ASSET MANAGEMENT, LLC | BURLINGAME | 168650 | $1.07B | 15 | 2026-06-30 | → |
| 731 | TRINITY ALPS CAPITAL PARTNERS, LP | SAN FRANCISCO | 287741 | $1.07B | 6 | 2026-03-31 | → |
| 732 | ALMITAS CAPITAL LLC | SANTA MONICA | 166705 | $1.07B | 12 | 2026-05-31 | → |
| 733 | CALTIUS CAPITAL MANAGEMENT, LP | LOS ANGELES | 157007 | $1.06B | 21 | 2026-03-31 | → |
| 734 | INSIGHT WEALTH STRATEGIES, LLC | SAN RAMON | 293644 | $1.06B | 12 | 2026-02-28 | → |
| 735 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | PASADENA | 120952 | $1.06B | 8 | 2026-03-31 | → |
| 736 | BRIO CONSULTANTS, LLC | SAN FRANCISCO | 289889 | $1.06B | 21 | 2026-06-30 | → |
| 737 | PRESTON CAPITAL LLC | ALISO VIEJO | 328417 | $1.05B | 18 | 2026-06-30 | → |
| 738 | SITTNER & NELSON, LLC | EUGENE | 309757 | $1.05B | 6 | 2026-03-31 | → |
| 739 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 740 | MORLING FINANCIAL ADVISORS, LLC | FREMONT | 111819 | $1.05B | 21 | 2026-03-31 | → |
| 741 | WEAVER CONSULTING GROUP, LLC | HUNTINGTON BEACH | 287895 | $1.05B | 7 | 2026-04-30 | → |
| 742 | MANCHESTER FINANCIAL INC | WESTLAKE VILLAGE | 106071 | $1.05B | 19 | 2026-03-31 | → |
| 743 | THREE BRIDGE WEALTH ADVISORS, LLC | LOS ALTOS | 150460 | $1.05B | 10 | 2026-03-31 | → |
| 744 | RPG INVESTMENT ADVISORY, LLC | PLEASANTON | 172173 | $1.04B | 9 | 2026-01-31 | → |
| 745 | VIOLICH CAPITAL MANAGEMENT | MILL VALLEY | 111410 | $1.04B | 1 | 2026-05-31 | → |
| 746 | NEWFRONT RETIREMENT SERVICES, INC. | SAN MATEO | 167641 | $1.04B | 31 | 2026-06-30 | → |
| 747 | 3(38) INVESTMENT FIDUCIARIES INC. | SIMI VALLEY | 298053 | $1.04B | 2 | 2026-06-30 | → |
| 748 | BERYL CAPITAL MANAGEMENT, LLC | REDONDO BEACH | 269959 | $1.03B | 6 | 2026-03-31 | → |
| 749 | GOULD ASSET MANAGEMENT LLC | CLAREMONT | 113098 | $1.03B | 15 | 2026-04-30 | → |
| 750 | BANYAN TREE ASSET MANAGEMENT, LLC | TORRANCE | 168384 | $1.03B | 5 | 2026-04-30 | → |
| 751 | WEDBUSH FUND ADVISERS, LLC | PASADENA | 334057 | $1.02B | 5 | 2026-04-30 | → |
| 752 | CENTRICUS INVESTMENT ADVISORS (US) LLC | BEVERLY HILLS | 341654 | $1.02B | 20 | 2026-05-31 | → |
| 753 | JOCELYN INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 323831 | $1.01B | 2 | 2026-03-31 | → |
| 754 | VERITA STRATEGIC WEALTH PARTNERS, LLC | SAN FRANCISCO | 335215 | $1.01B | 9 | 2026-03-31 | → |
| 755 | NAVIGATION GROUP LLC | REDWOOD SHORES | 130982 | $1.01B | 6 | 2026-03-31 | → |
| 756 | MAIN MANAGEMENT FUND ADVISORS, LLC | SAN FRANCISCO | 281689 | $1.01B | 27 | 2026-03-31 | → |
| 757 | FERMATA ADVISORS, LLC | SONOMA | 305614 | $1.01B | 26 | 2026-06-30 | → |
| 758 | FPR PARTNERS LLC | SAN FRANCISCO | 157311 | $1.01B | 9 | 2025-05-31 | → |
| 759 | MIRADOR CAPITAL PARTNERS, LP | PLEASANTON | 173764 | $1.01B | 15 | 2026-06-30 | → |
| 760 | AIRE ADVISORS, LLC | BEVERLY HILLS | 307450 | $1.01B | 9 | 2026-06-30 | → |
| 761 | M FINANCIAL INVESTMENT ADVISERS INC | PORTLAND | 106648 | $1.01B | 3 | 2026-03-31 | → |
| 762 | LATERAL INVESTMENT MANAGEMENT, LLC | BURLINGAME | 159649 | $1.00B | 24 | 2026-06-30 | → |
| 763 | FIVESPAN PARTNERS, LP | SAN FRANCISCO | 332551 | $1.00B | 9 | 2026-03-31 | → |
| 764 | COHEN CAPITAL MANAGEMENT INC | CORTE MADERA | 107903 | $1.00B | 7 | 2026-03-31 | → |
| 765 | JACKSON SQUARE PARTNERS, LLC | LARKSPUR | 170064 | $995.1M | 4 | 2025-03-31 | → |
| 766 | SYNTHETICFI LLC | SAN FRANCISCO | 330200 | $992.9M | 10 | 2026-04-30 | → |
| 767 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 768 | PACIFIC SAGE PARTNERS, LLC | EDMONDS | 315663 | $986.3M | 8 | 2026-03-31 | → |
| 769 | ENCOMPASS MORE ASSET MANAGEMENT LLC | DANVILLE | 322382 | $984.9M | 108 | 2026-06-30 | → |
| 770 | ASSET ONE WEALTH MANAGEMENT, LLC | BELLEVUE | 336350 | $982.5M | 19 | 2026-04-30 | → |
| 771 | NEW FORESTS INC. | SAN FRANCISCO | 165267 | $981.9M | 22 | 2025-09-30 | → |
| 772 | BROADSHORE CAPITAL PARTNERS, LLC | LOS ANGELES | 119200 | $981.6M | 16 | 2026-03-31 | → |
| 773 | VILLAGE GLOBAL MANAGEMENT, L.L.C. | COVINA | 289258 | $978.7M | 13 | 2026-03-31 | → |
| 774 | BALMORAL MANAGEMENT II L.P. | LOS ANGELES | 164956 | $974.4M | 16 | 2026-04-30 | → |
| 775 | TDA, INC. | SAN MATEO | 112016 | $969.3M | 22 | 2025-12-31 | → |
| 776 | FACTORIAL FUNDS MANAGEMENT LLC | SAN FRANCISCO | 319107 | $967.0M | 6 | 2026-03-31 | → |
| 777 | BISON CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 160562 | $962.5M | 12 | 2026-03-31 | → |
| 778 | PARTNERS FOR GROWTH MANAGERS, LLC | TIBURON | 163495 | $962.2M | 21 | 2026-03-31 | → |
| 779 | CACHE ADVISORS LLC | SAN FRANCISCO | 323063 | $962.1M | 15 | 2026-05-31 | → |
| 780 | THE PACIFIC CENTER FOR FINANCIAL SERVICES | DANVILLE | 104557 | $960.6M | 4 | 2026-06-30 | → |
| 781 | ROEHL & YI INVESTMENT ADVISORS, LLC | EUGENE | 109258 | $959.4M | 16 | 2026-03-31 | → |
| 782 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | YAKIMA | 116891 | $958.1M | 19 | 2026-03-31 | → |
| 783 | FOCUS INVESTMENT ADVISORS, INC | SOLANA BEACH | 109970 | $956.2M | 7 | 2026-03-31 | → |
| 784 | TARBOX FAMILY OFFICE, INC. | NEWPORT BEACH | 106079 | $953.7M | 8 | 2026-03-31 | → |
| 785 | SLOW CAPITAL, INC. | GREENBRAE | 286688 | $953.3M | 4 | 2026-02-28 | → |
| 786 | BRICKLEY WEALTH MANAGEMENT | SAN MATEO | 287487 | $950.1M | 7 | 2026-05-31 | → |
| 787 | AUXIER ASSET MANAGEMENT LLC | AURORA | 107980 | $946.1M | 11 | 2026-03-31 | → |
| 788 | HUTCHINSON CAPITAL MANAGEMENT | SAN RAFAEL | 106158 | $941.7M | 7 | 2026-03-31 | → |
| 789 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 790 | RUDNEY ASSOCIATES, INC. | ALAMO | 110235 | $940.2M | 2 | 2026-03-31 | → |
| 791 | BLANKINSHIP & FOSTER, LLC | SOLANA BEACH | 104795 | $939.5M | 16 | 2026-03-31 | → |
| 792 | STRATTAM CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 171845 | $938.7M | 13 | 2026-03-31 | → |
| 793 | CRANE ADVISORY LLC | FULLERTON | 314432 | $934.6M | 12 | 2026-02-28 | → |
| 794 | TELESCOPE PARTNERS LLC | SAN FRANCISCO | 286637 | $934.0M | 12 | 2026-03-31 | → |
| 795 | JOHNSON BIXBY & ASSOCIATES, LLC | VANCOUVER | 310839 | $933.7M | 15 | 2026-03-31 | → |
| 796 | CA FAMILY WEALTH LLC | BEVERLY HILLS | 285229 | $933.0M | 5 | 2025-03-31 | → |
| 797 | 3L CAPITAL MANAGEMENT, LLC | LOS ANGELES | 294003 | $932.3M | 4 | 2026-03-31 | → |
| 798 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 799 | STRATEGY ASSET MANAGERS L.L.C. | PASADENA | 109939 | $930.1M | 10 | 2026-06-30 | → |
| 800 | STATHEROS FINANCIAL SOLUTIONS, INC. | EL DORADO HILLS | 306217 | $926.2M | 15 | 2026-06-30 | → |
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