Research Report · 2026-06-30
Institutional Registered Investment Advisers in California
SEC-registered investment advisers in California ranked by reported institutional client assets.
Firms
1,081
Total AUM
$20.78T
Median AUM
$503.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | RICHEY ADVISORS, INC. | PLACENTIA | 277137 | $159.7M | 5 | 2026-04-30 | → |
| 902 | JPC WEALTH MANAGEMENT, INC. | PETALUMA | 120267 | $312.7M | 3 | 2026-06-30 | → |
| 903 | PACHIRA INVESTMENTS, INC. | DANA POINT | 164405 | $343.9M | 5 | 2026-03-31 | → |
| 904 | CORNERSTONE WEALTH ADVISORS, INC. | CARLSBAD | 309544 | $145.6M | 4 | 2026-02-28 | → |
| 905 | BERNARD & JOHNSON, LLC | PASADENA | 283871 | $113.1M | 2 | 2026-02-28 | → |
| 906 | ALCOSTA CAPITAL MANAGEMENT, INC. | SAN RAMON | 128679 | $210.2M | 2 | 2026-03-31 | → |
| 907 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | SAN DIEGO | 286567 | $780.4M | 11 | 2026-03-31 | → |
| 908 | ELMWOOD WEALTH MANAGEMENT, INC. | BERKELEY | 165639 | $477.9M | 6 | 2026-05-31 | → |
| 909 | KENSINGTON INVESTMENT COUNSEL, LLC | LONG BEACH | 108012 | $310.2M | 4 | 2026-03-31 | → |
| 910 | PRIVATE PORTFOLIOS, INC. | SAN MATEO | 111905 | $293.5M | 3 | 2026-01-31 | → |
| 911 | SESTANTE WEALTH MANAGEMENT, LLC | CORONADO | 335152 | $433.9M | 4 | 2026-04-30 | → |
| 912 | STEPHENSON AND COMPANY, INC. | SAN CLEMENTE | 111453 | $447.0M | 5 | 2026-03-31 | → |
| 913 | ORCHARD CITY WEALTH MANAGEMENT, LLC | LOS GATOS | 292274 | $116.1M | 3 | 2026-05-31 | → |
| 914 | THE WEALTHGARDEN F.S. LLC | EL SEGUNDO | 311927 | $227.6M | 5 | 2026-03-31 | → |
| 915 | MARIN CAPITAL MANAGEMENT, LLC | NOVATO | 136075 | $170.8M | 7 | 2026-05-31 | → |
| 916 | PETIX & BOTTE COMPANY | LA MESA | 170020 | $411.9M | 4 | 2026-03-31 | → |
| 917 | KERR FINANCIAL PLANNING CORPORATION | FRESNO | 277142 | $131.0M | 5 | 2026-05-31 | → |
| 918 | SEEK FIRST INC. | CAMPBELL | 312546 | $251.0M | 6 | 2026-05-31 | → |
| 919 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 920 | PACIFIC PARK FINANCIAL, INC. | LAGUNA HILLS | 122867 | $221.6M | 2 | 2026-03-31 | → |
| 921 | MAYFIELD ADVISORS, INC. | PALO ALTO | 144072 | $143.5M | 4 | 2026-03-31 | → |
| 922 | FORTRESS WEALTH MANAGEMENT, INC. | CULVER CITY | 110279 | $269.3M | 4 | 2025-12-31 | → |
| 923 | SUNSTONE ADVISORS, LLC | IRVINE | 324002 | $122.8M | 25 | 2026-03-31 | → |
| 924 | TRAVEKA WEALTH, LLC | LOS ALTOS | 328421 | $730.8M | 7 | 2026-02-28 | → |
| 925 | ARROW WEALTH ADVISORS, INC. | AUBURN | 290853 | $121.2M | 2 | 2026-06-30 | → |
| 926 | VICTUS CAPTIAL WEALTH, LLC | SANTA MONICA | 154899 | $280.1M | 4 | 2026-03-31 | → |
| 927 | CONFIDENCE WEALTH MANAGEMENT, INC. | LOS ANGELES | 127383 | $454.1M | 19 | 2026-03-31 | → |
| 928 | SUMMIT WEALTH MANAGEMENT GROUP, INC. | CAMARILLO | 170029 | $249.5M | 6 | 2026-04-30 | → |
| 929 | COOPER CAPITAL ADVISORS, LLC | ENCINITAS | 305121 | $282.9M | 4 | 2026-02-28 | → |
| 930 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | POWAY | 329575 | $306.3M | 7 | 2026-02-28 | → |
| 931 | STITES FINANCIAL CONSULTING | WILTON | 293058 | $132.3M | 2 | 2026-03-31 | → |
| 932 | FINANCES FOR REAL LIFE | LOMPOC | 324090 | $108.6M | 2 | 2026-06-30 | → |
| 933 | PORTFOLIO ADVISORS, INC. | FRESNO | 106111 | $261.2M | 7 | 2026-03-31 | → |
| 934 | LUNA CAPITAL MANAGEMENT, LLC | BURLINGAME | 307687 | $116.4M | 3 | 2026-06-30 | → |
| 935 | FMB WEALTH MANAGEMENT | WESTLAKE VILLAGE | 122309 | $615.7M | 12 | 2026-04-30 | → |
| 936 | PARKSIDE ADVISORS LLC | BERKELEY | 125553 | $746.5M | 9 | 2025-05-31 | → |
| 937 | DIVERSIFI CAPITAL INC | LOS ALTOS | 242788 | $671.4M | 13 | 2026-05-31 | → |
| 938 | ASSET PLANNING, INC | LOS ALAMITOS | 111535 | $553.5M | 5 | 2026-01-31 | → |
| 939 | SECURA FINANCIAL, LLC | ORANGE | 137324 | $319.9M | 8 | 2026-05-31 | → |
| 940 | COLTON WEALTH MANAGEMENT | ARCADIA | 150486 | $135.1M | 3 | 2026-02-28 | → |
| 941 | SHIRA RIDGE WEALTH MANAGEMENT | SAN RAFAEL | 117627 | $366.4M | 6 | 2026-03-31 | → |
| 942 | BOSMAN WEALTH MANAGEMENT, LLC | REDLANDS | 290550 | $140.1M | 1 | 2026-03-31 | → |
| 943 | EMERALD BAY WEALTH MANAGEMENT LLC | TAHOE CITY | 160837 | $200.4M | 2 | 2026-03-31 | → |
| 944 | WEALTH COMPASS FINANCIAL, INC. | CARLSBAD | 290139 | $115.4M | 2 | 2026-04-30 | → |
| 945 | LEWIS ASSET MANAGEMENT, LLC | LAFAYETTE | 143409 | $387.1M | 5 | 2026-05-31 | → |
| 946 | EAGLESON ARNDT FINANCIAL ADVISORS, LLC | THOUSAND OAKS | 134098 | $106.6M | 1 | 2026-05-31 | → |
| 947 | RUNNING POINT CAPITAL ADVISORS LLC | EL SEGUNDO | 306275 | $745.6M | 9 | 2026-03-31 | → |
| 948 | THE WEALTH COLLABORATIVE, INC. | CORONA DEL MAR | 142618 | $791.6M | 3 | 2026-03-31 | → |
| 949 | GOLDMAN LANCASTER, INC. | LONG BEACH | 136134 | $360.5M | 5 | 2026-04-30 | → |
| 950 | O'DONNELL FINANCIAL SERVICES, LLC | SAN RAFAEL | 172520 | $427.1M | 12 | 2026-03-31 | → |
| 951 | HUDSON FINANCIAL SERVICES, INC. | AUBURN | 309675 | $118.6M | 4 | 2026-05-31 | → |
| 952 | PACIFIC EXCEL WEALTH ADVISORS, INC. | WALNUT CREEK | 172356 | $110.8M | 3 | 2026-05-31 | → |
| 953 | FIDUCIARY FINANCIAL GROUP, LLC | SAN RAFAEL | 285681 | $1.12B | 10 | 2026-06-30 | → |
| 954 | ARCA INVESTMENT MANAGEMENT, LLC | MARINA DEL REY | 298298 | $188.1M | 25 | 2026-03-31 | → |
| 955 | ULTRA ADVISORY GROUP LLC | IRVINE | 338775 | $142.6M | 1 | 2026-04-30 | → |
| 956 | TRELLIS WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 154861 | $479.8M | 4 | 2026-03-31 | → |
| 957 | KELSEY FINANCIAL, LLC | MOORPARK | 314950 | $176.2M | 8 | 2026-03-31 | → |
| 958 | BOURKE WEALTH MANAGEMENT | SANTA BARBARA | 297957 | $141.4M | 4 | 2026-02-28 | → |
| 959 | AWR INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 118538 | $131.6M | 2 | 2026-03-31 | → |
| 960 | LEWIS FINANCIAL, LLC | SAN LUIS OBISPO | 170324 | $133.9M | 3 | 2026-02-28 | → |
| 961 | AMARA FINANCIAL, LLC | SAN FRANCISCO | 308290 | $250.5M | 3 | 2026-05-31 | → |
| 962 | INDIVIDUAL ASSET MANAGEMENT, INC | SAN MATEO | 123418 | $173.1M | 5 | 2026-03-31 | → |
| 963 | RING MOUNTAIN CAPITAL, LLC | TIBURON | 288714 | $222.1M | 1 | 2026-06-30 | → |
| 964 | TWEET MANAGEMENT SERVICES, INC. | LA MESA | 156730 | $120.5M | 1 | 2026-04-30 | → |
| 965 | FORONJY FINANCIAL LLC | SANTA BARBARA | 332380 | $278.0M | 7 | 2026-02-28 | → |
| 966 | CAMELOT TECHNOLOGY ADVISORS, INC. | SAN FRANCISCO | 128053 | $234.9M | 2 | 2026-03-31 | → |
| 967 | FISCHER INVESTMENT STRATEGIES, LLC | WESTLAKE VILLAGE | 156883 | $251.9M | 5 | 2026-02-28 | → |
| 968 | RETIREMENTADVICE | JKA | ANAHEIM | 153803 | $267.3M | 4 | 2026-03-31 | → |
| 969 | DORCHESTER CAPITAL ADVISORS, LLC | LOS ANGELES | 157965 | $1.65B | 15 | 2026-03-31 | → |
| 970 | RIDGECREST WEALTH PARTNERS, LLC | SAN RAFAEL | 311984 | $705.1M | 3 | 2026-03-31 | → |
| 971 | LEWIS CAPITAL MANAGEMENT, LLC | BEVERLY HILLS | 133619 | $180.2M | 1 | 2026-03-31 | → |
| 972 | GREENSHIELDS CAPITAL LLC | EL SEGUNDO | 284814 | $192.5M | 2 | 2026-03-31 | → |
| 973 | PATHWISE WEALTH PARTNERS, LLC | WALNUT CREEK | 174215 | $255.0M | 4 | 2026-02-28 | → |
| 974 | MADSON WEALTH ADVISORS INC. | SANTA ROSA | 338608 | $208.7M | 3 | 2026-04-30 | → |
| 975 | FINANCIAL AVENGERS, INC. | OAKLAND | 119636 | $488.4M | 2 | 2026-03-31 | → |
| 976 | QCA CAPITAL MANAGEMENT INC | LOS ANGELES | 112104 | $252.2M | 8 | 2026-04-30 | → |
| 977 | BRISTLECONE VALUE PARTNERS, LLC | LOS ANGELES | 128117 | $188.4M | 3 | 2026-02-28 | → |
| 978 | REDWOOD GROVE WEALTH MANAGEMENT LLC | SAN RAFAEL | 150667 | $151.3M | 3 | 2026-03-31 | → |
| 979 | WESTCAP MANAGEMENT, LLC | SAN FRANCISCO | 301822 | $7.44B | 73 | 2026-03-31 | → |
| 980 | ASPIREAN WEALTH, LLC | MILL VALLEY | 173138 | $233.2M | 6 | 2026-01-31 | → |
| 981 | PARIAX, LLC | NEWPORT BEACH | 301474 | $115.4M | 3 | 2026-03-31 | → |
| 982 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 145540 | $358.9M | 11 | 2025-12-31 | → |
| 983 | TORREY GROWTH & INCOME ADVISORS, LLC | DEL MAR | 139940 | $328.4M | 5 | 2026-04-30 | → |
| 984 | AUTHENTIKOS WEALTH ADVISORY LLC | MORGAN HILL | 286646 | $184.1M | 5 | 2026-03-31 | → |
| 985 | BLUE INVESTMENT PARTNERS LLC | DANVILLE | 298444 | $342.1M | 2 | 2025-04-30 | → |
| 986 | ARROYO INVESTMENT GROUP, LLC | PASADENA | 130243 | $319.5M | 8 | 2026-06-30 | → |
| 987 | GKV CAPITAL MANAGEMENT CO INC | WALNUT CREEK | 108767 | $357.2M | 3 | 2026-02-28 | → |
| 988 | O'CONNOR WEALTH MANAGEMENT, INC. | MONROVIA | 152316 | $179.1M | 2 | 2026-06-30 | → |
| 989 | FISHER & WIENS WEALTH MANAGEMENT, LLC | DANVILLE | 286079 | $250.3M | 1 | 2026-03-31 | → |
| 990 | CTA WEALTH ADVISORS, INC. | BURBANK | 113007 | $175.2M | 4 | 2026-03-31 | → |
| 991 | GOLDBERG FINANCIAL ADVISORS, LLC | EL SEGUNDO | 158147 | $120.3M | 1 | 2026-04-30 | → |
| 992 | FULLERTON ADVISORS, LLC | DANVILLE | 148880 | $120.4M | 1 | 2026-01-31 | → |
| 993 | MONOGRAM CAPITAL MANAGEMENT, L.P. | BEVERLY HILLS | 290197 | $1.79B | 11 | 2026-06-30 | → |
| 994 | DEL MAR WEALTH MANAGEMENT INC | DEL MAR | 175022 | $169.9M | 3 | 2026-03-31 | → |
| 995 | ARGYLE CAPITAL PARTNERS, LLC | LOS ANGELES | 162246 | $213.6M | 3 | 2026-03-31 | → |
| 996 | GOYETTE FINANCIAL PLANNING, INC | THOUSAND OAKS | 133566 | $196.7M | 1 | 2026-02-28 | → |
| 997 | SIKORSKI WEALTH MANAGEMENT, LLC | SAN DIEGO | 312805 | $139.6M | 3 | 2026-03-31 | → |
| 998 | WEST WEALTH GROUP, LLC | IRVINE | 316644 | $616.7M | 35 | 2026-05-31 | → |
| 999 | FLYWHEEL PRIVATE WEALTH LLC | LOS ALTOS | 325690 | $415.0M | 2 | 2026-03-31 | → |
| 1000 | CARTER FINANCIAL, LLC | LA JOLLA | 298327 | $282.3M | 3 | 2026-03-31 | → |
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