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 | |
|---|---|---|---|---|---|---|---|
| 801 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | SALEM | 292600 | $921.5M | 11 | 2026-03-31 | → |
| 802 | HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | 297368 | $920.1M | 10 | 2026-03-31 | → |
| 803 | MRAZ, AMERINE & ASSOCIATES, INC. | MODESTO | 158338 | $917.5M | 6 | 2026-03-31 | → |
| 804 | OLD WEST INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 148343 | $915.7M | 8 | 2026-03-31 | → |
| 805 | EXTRACT ADVISORS LLC | CALABASAS | 285535 | $914.4M | 9 | 2026-03-31 | → |
| 806 | BEVERLY HILLS PRIVATE WEALTH, LLC | BEVERLY HILLS | 321132 | $912.2M | 10 | 2026-03-31 | → |
| 807 | GUARDIAN FINANCIAL PARTNERS, LLC | ORANGE | 287652 | $911.9M | 4 | 2026-02-28 | → |
| 808 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 809 | TRIMER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 319428 | $901.5M | 6 | 2026-06-30 | → |
| 810 | MARS JEWETT FINANCIAL GROUP, INC. | BELLEVUE | 297388 | $901.4M | 16 | 2026-03-31 | → |
| 811 | FIRST TURN MANAGEMENT, LLC | SOLANA BEACH | 327421 | $900.1M | 4 | 2026-03-31 | → |
| 812 | KAIROS INVESTMENT MANAGEMENT COMPANY, LLC | IRVINE | 161321 | $897.2M | 50 | 2026-03-31 | → |
| 813 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 814 | STONEBRIDGE FINANCIAL GROUP, LLC | SAN RAFAEL | 340200 | $896.0M | 21 | 2026-04-30 | → |
| 815 | VANCE WEALTH, LLC | SANTA CLARITA | 310162 | $893.6M | 22 | 2026-05-31 | → |
| 816 | ONEPRIME CAPITAL LLC | PALO ALTO | 299697 | $892.3M | 10 | 2026-03-31 | → |
| 817 | TRAN CAPITAL MANAGEMENT, L.P. | SAN RAFAEL | 107049 | $890.3M | 7 | 2026-02-28 | → |
| 818 | J.P. KING ADVISORS, INC. | WALNUT CREEK | 112109 | $889.7M | 7 | 2026-03-31 | → |
| 819 | WESTSIDE INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 154522 | $888.8M | 14 | 2026-02-28 | → |
| 820 | REMY INVESTORS & CONSULTANTS, LLC | LOS ANGELES | 326958 | $887.6M | 6 | 2026-05-31 | → |
| 821 | SAGE RHINO CAPITAL LLC | MENLO PARK | 290148 | $883.7M | 10 | 2026-03-31 | → |
| 822 | INTELLIGENCE DRIVEN ADVISERS, LLC | CARLSBAD | 299589 | $881.9M | 22 | 2026-03-31 | → |
| 823 | CGC FINANCIAL SERVICES, LLC | LAKE OSWEGO | 155446 | $875.8M | 13 | 2026-03-31 | → |
| 824 | GREEN CITIES INVESTMENT MANAGEMENT, LLC | PORTLAND | 166263 | $875.0M | 16 | 2026-04-30 | → |
| 825 | LEISURE CAPITAL MANAGEMENT, INC. | COSTA MESA | 120374 | $874.0M | 10 | 2026-03-31 | → |
| 826 | INTEGRITY GROWTH PARTNERS, L.P. | LOS ANGELES | 307975 | $872.6M | 12 | 2026-03-31 | → |
| 827 | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | WALNUT CREEK | 107326 | $872.2M | 12 | 2026-03-31 | → |
| 828 | BRIDGEWEALTH ADVISORY GROUP, LLC | FRESNO | 293514 | $868.9M | 10 | 2026-03-31 | → |
| 829 | HIGHLINE WEALTH PARTNERS, LLC | SHERMAN OAKS | 284712 | $867.9M | 17 | 2026-06-30 | → |
| 830 | CHARGER INVESTMENT PARTNERS LP | EL SEGUNDO | 307191 | $865.3M | 14 | 2026-03-31 | → |
| 831 | ELITE WEALTH MANAGEMENT, INC. | KIRKLAND | 132122 | $861.3M | 5 | 2026-03-31 | → |
| 832 | KEYSTONE WEALTH SERVICES, LLC | PALM DESERT | 301924 | $860.7M | 11 | 2026-02-28 | → |
| 833 | VIRGO INVESTMENT GROUP LLC | BURLINGAME | 157297 | $857.4M | 9 | 2026-03-31 | → |
| 834 | DELTA INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 149596 | $856.7M | 25 | 2026-04-30 | → |
| 835 | BLUME CAPITAL MANAGEMENT, INC. | BERKELEY | 111768 | $856.6M | 7 | 2026-05-31 | → |
| 836 | GT INVESTMENT PARTNERS, LP | IRVINE | 315867 | $853.5M | 6 | 2026-03-31 | → |
| 837 | HH CAPITAL MANAGEMENT, INC. | HERMOSA BEACH | 310147 | $851.4M | 1 | 2026-03-31 | → |
| 838 | AFFINITY CAPITAL ADVISORS LLC | BERKELEY | 166226 | $851.3M | 11 | 2026-03-31 | → |
| 839 | CHANNEL WEALTH, LLC | SANTA BARBARA | 323461 | $850.9M | 17 | 2026-04-30 | → |
| 840 | BNC WEALTH MANAGEMENT, LLC | BEAVERTON | 306483 | $847.5M | 5 | 2026-03-31 | → |
| 841 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 842 | LIGHTHOUSE WEALTH STRATEGIES, LLC | GIG HARBOR | 299334 | $844.4M | 13 | 2026-03-31 | → |
| 843 | AMERICAN MONEY MANAGEMENT, LLC | RANCHO SANTA FE | 115357 | $844.0M | 13 | 2026-03-31 | → |
| 844 | FIRST LIGHT RETIREMENT, LLC | DEL MAR | 314509 | $843.7M | 2 | 2026-03-31 | → |
| 845 | AKKADIAN VENTURES, INC. | SAN FRANCISCO | 171036 | $841.2M | 14 | 2026-04-30 | → |
| 846 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MENLO PARK | 140262 | $838.1M | 9 | 2025-05-31 | → |
| 847 | TORREYANA CAPITAL, LLC | LA JOLLA | 329075 | $837.4M | 10 | 2026-06-30 | → |
| 848 | REDWOOD HOLDINGS, LLC | SANTA MONICA | 173916 | $837.0M | 3 | 2026-04-30 | → |
| 849 | FINANCIAL SENSE ADVISORS, INC. | SAN DIEGO | 111090 | $835.6M | 11 | 2026-06-30 | → |
| 850 | FINANCIAL RESOURCES GROUP.COM LLC | BELLEVUE | 282542 | $833.7M | 4 | 2026-03-31 | → |
| 851 | ONE FIN CAPITAL MANAGEMENT LP | SAN FRANCISCO | 283490 | $830.6M | 6 | 2026-03-31 | → |
| 852 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | BERKELEY | 136431 | $829.8M | 16 | 2026-03-31 | → |
| 853 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 854 | R.V. KUHNS & ASSOCIATES, INC. | PORTLAND | 18005 | $827.9M | 127 | 2026-06-30 | → |
| 855 | HACK VC MANAGEMENT, LLC | PALO ALTO | 315702 | $822.8M | 15 | 2026-03-31 | → |
| 856 | LONGTAIL ALPHA, LLC | NEWPORT BEACH | 282615 | $822.4M | 9 | 2026-02-28 | → |
| 857 | OPES WEALTH MANAGEMENT, LLC | MENLO PARK | 299704 | $822.3M | 8 | 2026-05-31 | → |
| 858 | FLC CAPITAL ADVISORS | PALM DESERT | 111822 | $822.2M | 9 | 2026-04-30 | → |
| 859 | ALBITZ/MILOE AND ASSOCIATES, INC. | TORRANCE | 104777 | $820.6M | 5 | 2026-03-31 | → |
| 860 | PREMIER FINANCIAL GROUP INC | EUREKA | 107314 | $819.9M | 17 | 2026-03-31 | → |
| 861 | ELYXIUM WEALTH LLC | BEVERLY HILLS | 328603 | $819.0M | 6 | 2026-05-31 | → |
| 862 | DIVISAR CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 149091 | $812.8M | 3 | 2026-03-31 | → |
| 863 | PROSPERITAS FINANCIAL, LLC | VALENCIA | 315768 | $812.5M | 33 | 2026-03-31 | → |
| 864 | INTEGRIS WEALTH MANAGEMENT, LLC | MONTEREY | 111336 | $812.0M | 18 | 2026-04-30 | → |
| 865 | NELSON CAPITAL MANAGEMENT, LLC | MENLO PARK | 129776 | $810.8M | 10 | 2026-04-30 | → |
| 866 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 867 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | 313103 | $808.9M | 5 | 2026-03-31 | → |
| 868 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 869 | FELICITAS GLOBAL PARTNERS, LLC | PASADENA | 292411 | $804.4M | 15 | 2026-05-31 | → |
| 870 | SOLSTEIN CAPITAL, LLC | MENLO PARK | 157888 | $801.8M | 6 | 2026-03-31 | → |
| 871 | FINANCIAL FOCUS LLC | CARLSBAD | 282177 | $800.0M | 8 | 2026-01-31 | → |
| 872 | RELEVANT WEALTH ADVISORS, LLC | MILL VALLEY | 1489 | $799.0M | 4 | 2026-03-31 | → |
| 873 | BOFCAL ASSET MANAGEMENT INC. | MENLO PARK | 166828 | $797.6M | 5 | 2025-03-31 | → |
| 874 | FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC | MENLO PARK | 310407 | $793.8M | 11 | 2026-06-30 | → |
| 875 | MONARCH PLAN ADVISORS | SIMI VALLEY | 286612 | $792.6M | 5 | 2026-06-30 | → |
| 876 | CALMWATER ASSET MANAGEMENT, LLC | EL SEGUNDO | 282617 | $792.5M | 8 | 2026-03-31 | → |
| 877 | THE WEALTH COLLABORATIVE, INC. | CORONA DEL MAR | 142618 | $791.6M | 3 | 2026-03-31 | → |
| 878 | GLOBAL IMC LLC | SOLANA BEACH | 170870 | $790.0M | 22 | 2026-03-31 | → |
| 879 | WESTHILL FINANCIAL ADVISORS, INC. | SAN RAFAEL | 152506 | $789.4M | 11 | 2026-03-31 | → |
| 880 | BELL INVESTMENT ADVISORS INC | ORINDA | 108383 | $787.6M | 14 | 2026-06-30 | → |
| 881 | SHORENSTEIN INVESTMENT ADVISERS LLC | SAN FRANCISCO | 328584 | $787.5M | 33 | 2026-03-31 | → |
| 882 | CONSILIUM WEALTH MANAGEMENT, LLC | DANVILLE | 155343 | $786.9M | 9 | 2025-02-28 | → |
| 883 | ENCORE CONSUMER CAPITAL, LP | SAN FRANCISCO | 157228 | $786.2M | 12 | 2026-03-31 | → |
| 884 | COASTLANDS CAPITAL LP | SAN FRANCISCO | 335329 | $785.0M | 5 | 2026-04-30 | → |
| 885 | WHELAN FINANCIAL | FRESNO | 107227 | $781.8M | 9 | 2026-01-31 | → |
| 886 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | SAN DIEGO | 286567 | $780.4M | 11 | 2026-03-31 | → |
| 887 | LEGACY PARTNERS, LLC | LOS ANGELES | 159473 | $777.9M | 4 | 2026-01-31 | → |
| 888 | PALO ALTO WEALTH ADVISORS, LLC | PALO ALTO | 285326 | $770.4M | 6 | 2025-03-31 | → |
| 889 | BLUE ZONE WEALTH ADVISORS, LLC | LOS ANGELES | 305943 | $770.0M | 7 | 2026-03-31 | → |
| 890 | WILSEY ASSET MANAGEMENT INCORPORATED | SAN DIEGO | 130482 | $768.5M | 9 | 2026-03-31 | → |
| 891 | ACME, LLC | SAN FRANCISCO | 168736 | $767.5M | 10 | 2026-03-31 | → |
| 892 | BENCHMARK PLUS MANAGEMENT, LLC | GIG HARBOR | 127471 | $767.4M | 5 | 2026-03-31 | → |
| 893 | JEPPSON WEALTH MANAGEMENT, LLC | MANHATTAN BEACH | 305552 | $763.2M | 7 | 2026-03-31 | → |
| 894 | SLWA, LLC | SAN LUIS OBISPO | 309506 | $760.0M | 6 | 2026-03-31 | → |
| 895 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | LAKE OSWEGO | 107777 | $758.3M | 8 | 2026-03-31 | → |
| 896 | SWEENEY & MICHEL, LLC | CHICO | 282595 | $752.6M | 3 | 2026-03-31 | → |
| 897 | BANYAN ALPHA INVESTMENT L.P. | SOUTH SAN FRANCISCO | 311857 | $751.9M | 5 | 2026-03-31 | → |
| 898 | SPANOS BARBER JESSE & CO., LLC | WALNUT CREEK | 293841 | $749.4M | 19 | 2026-03-31 | → |
| 899 | SFE INVESTMENT COUNSEL INC. | LOS ANGELES | 145530 | $748.4M | 14 | 2025-12-31 | → |
| 900 | FINANCIAL INSIGHTS INC | TACOMA | 108797 | $746.7M | 16 | 2026-06-30 | → |
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