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 | |
|---|---|---|---|---|---|---|---|
| 301 | CLELLAND & CO INC | SAN DIEGO | 105406 | $465.7M | 3 | 2026-03-31 | → |
| 302 | SB CAPITAL MANAGEMENT, INC. | ENCINO | 126826 | $1.23B | 6 | 2025-10-31 | → |
| 303 | SAPIENCE INVESTMENTS, LLC | IRVINE | 284720 | $184.7M | 7 | 2025-03-31 | → |
| 304 | MONTEREY PRIVATE WEALTH, INC. | MONTEREY | 114572 | $1.10B | 13 | 2025-03-31 | → |
| 305 | BRIDGEWEALTH ADVISORY GROUP, LLC | FRESNO | 293514 | $868.9M | 10 | 2026-03-31 | → |
| 306 | ALPHACORE CAPITAL LLC | LA JOLLA | 174346 | $9.03B | 111 | 2026-04-30 | → |
| 307 | LOGICA CAPITAL ADVISERS, LLC | LOS ANGELES | 168906 | $304.6M | 9 | 2026-05-31 | → |
| 308 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 309 | BARNES WEALTH MANAGEMENT GROUP, INC. | BAKERSFIELD | 132189 | $477.2M | 12 | 2026-03-31 | → |
| 310 | PERENNIAL INVESTMENT ADVISORS, LLC | LOS ANGELES | 286477 | $2.50B | 71 | 2026-03-31 | → |
| 311 | EVERETT HARRIS & CO | LOS ANGELES | 106830 | $11.53B | 18 | 2026-03-31 | → |
| 312 | BURTON ENRIGHT WELCH | WALNUT CREEK | 118376 | $1.55B | 19 | 2026-03-31 | → |
| 313 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | SAN DIEGO | 13162 | $5.63B | 43 | 2026-06-30 | → |
| 314 | BOLTHOUSE INVESTMENTS, LLC | BAKERSFIELD | 148531 | $631.2M | 9 | 2026-04-30 | → |
| 315 | PLATINUM EQUITY ADVISORS, LLC | BEVERLY HILLS | 161491 | $47.72B | 253 | 2026-05-31 | → |
| 316 | CARBON COLLECTIVE INVESTING, LLC | OAKLAND | 310129 | $348.4M | 4 | 2026-03-31 | → |
| 317 | GLOBAL IMC LLC | SOLANA BEACH | 170870 | $790.0M | 22 | 2026-03-31 | → |
| 318 | WILLOW CREEK WEALTH MANAGEMENT, INC. | SEBASTOPOL | 109240 | $2.30B | 23 | 2026-04-30 | → |
| 319 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | SAN DIEGO | 168805 | $327.3M | 6 | 2025-03-31 | → |
| 320 | DILIGENT INVESTORS, LLC | REDLANDS | 158708 | $663.1M | 3 | 2026-02-28 | → |
| 321 | A16Z PERENNIAL MANAGEMENT, L.P. | MENLO PARK | 324429 | $2.75B | 26 | 2026-05-31 | → |
| 322 | CURTIS ADVISORY GROUP, LLC | SANTA BARBARA | 151695 | $573.7M | 3 | 2026-04-30 | → |
| 323 | WHELAN FINANCIAL | FRESNO | 107227 | $781.8M | 9 | 2026-01-31 | → |
| 324 | SOVRAN ADVISORS, LLC | SAN DIEGO | 329415 | $1.87B | 64 | 2026-03-31 | → |
| 325 | AVALAN, LLC | SANTA BARBARA | 156109 | $621.8M | 11 | 2026-03-31 | → |
| 326 | BUCHANAN STREET PARTNERS, L.P. | NEWPORT BEACH | 169052 | $1.61B | 29 | 2026-03-31 | → |
| 327 | PHILOSOPHY CAPITAL MANAGEMENT LLC | ALAMO | 308425 | $1.66B | 8 | 2026-03-31 | → |
| 328 | REGIS METRO ASSOCIATES, INC. | SAN FRANCISCO | 160859 | $617.8M | 5 | 2026-04-30 | → |
| 329 | RVW WEALTH LLC | LOS ANGELES | 140451 | $1.94B | 12 | 2026-06-30 | → |
| 330 | FMB RETIREMENT SERVICES | WESTLAKE VILLAGE | 164571 | $146.2M | 12 | 2026-03-31 | → |
| 331 | SIGNATURE INVESTMENT ADVISORS, LLC | LOS ANGELES | 160715 | $6.76B | 21 | 2026-03-31 | → |
| 332 | CAPITAL CS GROUP, LLC | IRVINE | 304523 | $227.3M | 3 | 2026-03-31 | → |
| 333 | HIGHLINE WEALTH PARTNERS, LLC | SHERMAN OAKS | 284712 | $867.9M | 17 | 2026-06-30 | → |
| 334 | REBALANCE LLC | PALO ALTO | 158242 | $1.93B | 18 | 2026-05-31 | → |
| 335 | CW INVESTMENT ADVISERS, LLC | LOS ANGELES | 305926 | $1.08B | 36 | 2026-03-31 | → |
| 336 | SPINNAKER INVESTMENT GROUP, LLC | NEWPORT BEACH | 283414 | $1.07B | 11 | 2026-06-30 | → |
| 337 | OSTERWEIS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 109580 | $7.50B | 666 | 2026-03-31 | → |
| 338 | GSI CAPITAL ADVISORS LLC | NEWPORT BEACH | 135143 | $182.4M | 4 | 2026-04-30 | → |
| 339 | VANCE WEALTH, LLC | SANTA CLARITA | 310162 | $893.6M | 22 | 2026-05-31 | → |
| 340 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 341 | HUBER CAPITAL MANAGEMENT LLC | EL SEGUNDO | 143344 | $729.2M | 11 | 2026-04-30 | → |
| 342 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
| 343 | KNIGHTSBRIDGE ASSET MANAGEMENT LLC | NEWPORT BEACH | 110347 | $1.12B | 13 | 2026-03-31 | → |
| 344 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 345 | WESTSIDE INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 154522 | $888.8M | 14 | 2026-02-28 | → |
| 346 | TRINITY CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 143097 | $556.8M | 6 | 2026-04-30 | → |
| 347 | MESON QUANTITATIVE MANAGEMENT LLC | SAN FRANCISCO | 332226 | $1.09B | 11 | 2026-03-31 | → |
| 348 | EAST BEACH ASSET MANAGEMENT, LLC | LOS ANGELES | 310563 | $125.0M | 3 | 2026-04-30 | → |
| 349 | SWEENEY & MICHEL, LLC | CHICO | 282595 | $752.6M | 3 | 2026-03-31 | → |
| 350 | EVERY SECURITIES LLC | SACRAMENTO | 333167 | $122.7M | 4 | 2026-03-31 | → |
| 351 | BFSG, LLC | IRVINE | 143617 | $1.54B | 31 | 2026-06-30 | → |
| 352 | SUMMITRY, LLC | FOSTER CITY | 128586 | $3.35B | 46 | 2026-06-30 | → |
| 353 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 354 | KINGSWOOD WEALTH ADVISORS, LLC | SAN DIEGO | 288792 | $3.80B | 88 | 2026-05-31 | → |
| 355 | APRIEM ADVISORS | IRVINE | 108188 | $1.49B | 17 | 2026-03-31 | → |
| 356 | DCA FAMILY OFFICE, LLC | ROSEVILLE | 322047 | $119.9M | 16 | 2026-03-31 | → |
| 357 | AMERICAN FUNDSTARS FINANCIAL GROUP LLC | IRVINE | 315860 | $332.7M | 14 | 2025-12-31 | → |
| 358 | SYRIOS WEALTH MANAGEMENT GROUP, INC. | LA JOLLA | 332139 | $424.6M | 3 | 2026-03-31 | → |
| 359 | GOLDEN K WEALTH MANAGEMENT, LLC | WOODLAND HILLS | 156588 | $179.4M | 6 | 2026-04-30 | → |
| 360 | GEORGINA ASSET MANAGEMENT LLC | SANTA MONICA | 107949 | $357.8M | 3 | 2025-03-31 | → |
| 361 | TARBOX FAMILY OFFICE, INC. | NEWPORT BEACH | 106079 | $953.7M | 8 | 2026-03-31 | → |
| 362 | MORLING FINANCIAL ADVISORS, LLC | FREMONT | 111819 | $1.05B | 21 | 2026-03-31 | → |
| 363 | VIOLICH CAPITAL MANAGEMENT | MILL VALLEY | 111410 | $1.04B | 1 | 2026-05-31 | → |
| 364 | PENCE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 281739 | $1.54B | 14 | 2026-03-31 | → |
| 365 | KEYSTONE WEALTH SERVICES, LLC | PALM DESERT | 301924 | $860.7M | 11 | 2026-02-28 | → |
| 366 | VOYAGER MANAGEMENT, LLC | LOS ANGELES | 135434 | $208.6M | 3 | 2026-02-28 | → |
| 367 | SPECTRUM WEALTH MANAGEMENT, LLC | IRVINE | 135530 | $269.5M | 3 | 2025-09-30 | → |
| 368 | TANO CAPITAL, LLC | SAN MATEO | 160367 | $138.0M | 1 | 2026-03-31 | → |
| 369 | HUTCHINSON CAPITAL MANAGEMENT | SAN RAFAEL | 106158 | $941.7M | 7 | 2026-03-31 | → |
| 370 | DESTINATION WEALTH MANAGEMENT | WALNUT CREEK | 110365 | $4.95B | 68 | 2026-04-30 | → |
| 371 | THE PARTNERS WEALTH MANAGEMENT, LLC | CARMEL BY THE SEA | 314816 | $1.18B | 39 | 2026-06-30 | → |
| 372 | KESTREL INVESTMENT MANAGEMENT CORP | SAN MATEO | 106789 | $180.0M | 7 | 2026-03-31 | → |
| 373 | GUGGENHEIM WEALTH SOLUTIONS, LLC | SANTA MONICA | 283238 | $371.3M | 10 | 2026-03-31 | → |
| 374 | NELSON CAPITAL MANAGEMENT, LLC | MENLO PARK | 129776 | $810.8M | 10 | 2026-04-30 | → |
| 375 | CONCENTRUM WEALTH MANAGEMENT, INC. | SAN JOSE | 167151 | $986.8M | 7 | 2026-03-31 | → |
| 376 | KINGSFORD CAPITAL MANAGEMENT, LLC | POINT RICHMOND | 161445 | $127.0M | 4 | 2026-03-31 | → |
| 377 | TAMAR SECURITIES, LLC | WOODLAND HILLS | 153991 | $1.52B | 22 | 2026-04-30 | → |
| 378 | SANCUS CAPITAL MANAGEMENT LP | LOS ANGELES | 157121 | $618.9M | 8 | 2026-03-31 | → |
| 379 | MCT ENTERTAINMENT ADVISORS LLC | WEST HOLLYWOOD | 328135 | $154.0M | 7 | 2026-03-31 | → |
| 380 | CHECK CAPITAL MANAGEMENT INC | COSTA MESA | 107058 | $2.37B | 12 | 2026-03-31 | → |
| 381 | PROSPERITAS FINANCIAL, LLC | VALENCIA | 315768 | $812.5M | 33 | 2026-03-31 | → |
| 382 | GERBER KAWASAKI, INC. | SANTA MONICA | 153649 | $4.11B | 59 | 2026-03-31 | → |
| 383 | BRANSON FRANK A INC | PALO ALTO | 110451 | $223.2M | 1 | 2026-03-31 | → |
| 384 | CRUDEN BAY INVESTMENT MANAGEMENT, LLC | WESTLAKE VILLAGE | 284787 | $663.1M | 4 | 2026-03-31 | → |
| 385 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 386 | PENSERRA GLOBAL INVESTORS LLC | ORINDA | 174309 | $96.2M | 12 | 2026-05-31 | → |
| 387 | HBW ADVISORY SERVICES LLC | SIMI VALLEY | 143665 | $1.75B | 72 | 2026-03-31 | → |
| 388 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 389 | STRATEGY ASSET MANAGERS L.L.C. | PASADENA | 109939 | $930.1M | 10 | 2026-06-30 | → |
| 390 | SAXON SECURITIES LLC | SAN FRANCISCO | 155168 | $94.6M | 2 | 2026-03-31 | → |
| 391 | GALLIOTT CAPITAL ADVISORS, LLC | BEVERLY HILLS | 313094 | $249.0M | 6 | 2026-03-31 | → |
| 392 | RWWM, INC. | ROCKLIN | 148221 | $1.54B | 8 | 2026-03-31 | → |
| 393 | CERRO PACIFIC WEALTH ADVISORS, LLC | SAN LUIS OBISPO | 310825 | $531.6M | 6 | 2026-06-30 | → |
| 394 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MENLO PARK | 140262 | $838.1M | 9 | 2025-05-31 | → |
| 395 | PRIVATE WEALTH PARTNERS, LLC | MILL VALLEY | 133802 | $1.92B | 9 | 2026-03-31 | → |
| 396 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 397 | CROSSPOINT CAPITAL STRATEGIES, LLC | ORINDA | 150212 | $118.0M | 2 | 2026-05-31 | → |
| 398 | ROSENWALD CAPITAL MANAGEMENT, INC. | REDONDO BEACH | 290118 | $248.1M | 6 | 2026-06-30 | → |
| 399 | FAIRLIGHT ADVISORS LLC | SAN FRANCISCO | 305352 | $109.3M | 2 | 2026-03-31 | → |
| 400 | LINDBROOK CAPITAL, LLC | CALABASAS | 155812 | $3.50B | 10 | 2025-02-28 | → |
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