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 | |
|---|---|---|---|---|---|---|---|
| 701 | BETTERWEALTH LLC | SAN JOSE | 226661 | $659.9M | 6 | 2026-04-30 | → |
| 702 | SAGE RHINO CAPITAL LLC | MENLO PARK | 290148 | $883.7M | 10 | 2026-03-31 | → |
| 703 | TOTAL WEALTH SERVICES, LLC | WESTLAKE VILLAGE | 331833 | $186.1M | 6 | 2026-03-31 | → |
| 704 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | SHERMAN OAKS | 290062 | $415.5M | 4 | 2026-04-30 | → |
| 705 | CALLAN CAPITAL, LLC | LA JOLLA | 142527 | $2.33B | 21 | 2025-03-31 | → |
| 706 | INTEGRIS WEALTH MANAGEMENT, LLC | MONTEREY | 111336 | $812.0M | 18 | 2026-04-30 | → |
| 707 | WELLACRE WEALTH MANAGEMENT, LLC | SANTA MONICA | 306770 | $104.3M | 2 | 2026-02-28 | → |
| 708 | WULFF, HANSEN & CO. | SAN RAFAEL | 908 | $132.5M | 9 | 2026-03-31 | → |
| 709 | JDH WEALTH MANAGEMENT, LLC | SANTA ROSA | 112474 | $494.9M | 2 | 2026-04-30 | → |
| 710 | WESCAP MANAGEMENT GROUP, INC. | GLENDALE | 104759 | $1.09B | 13 | 2026-03-31 | → |
| 711 | IMPACT INVESTMENT ADVISER LLC | SAN FRANCISCO | 149929 | $558.5M | 16 | 2026-03-31 | → |
| 712 | PROCORE ADVISORS, LLC | NEWPORT BEACH | 289037 | $143.7M | 3 | 2026-03-31 | → |
| 713 | BAY CLIADAKIS & ASSOCIATES, LLC | CHICO | 301214 | $135.0M | 3 | 2026-03-31 | → |
| 714 | THE KOCEN FINANCIAL GROUP, INC. | RANCHO MIRAGE | 112129 | $185.9M | 5 | 2026-03-31 | → |
| 715 | TRIAD INVESTMENT MANAGEMENT, LLC | NEWPORT BEACH | 146786 | $119.5M | 2 | 2026-06-30 | → |
| 716 | BALANCE CASH MANAGEMENT INC. | SAN FRANCISCO | 333867 | $11.6M | 10 | 2026-04-30 | → |
| 717 | SOLANO WEALTH INVESTMENT ADVISORS, LLC | FAIRFIELD | 322037 | $331.9M | 7 | 2026-02-28 | → |
| 718 | CQ WEALTH ADVISORS, INC. | SAN DIEGO | 313833 | $263.3M | 4 | 2026-01-31 | → |
| 719 | SONOMA ALLOCATIONS LLC | SANTA ROSA | 335435 | $350.0M | 4 | 2026-04-30 | → |
| 720 | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA | 137724 | $266.7M | 6 | 2025-03-31 | → |
| 721 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | SAN DIEGO | 295339 | $283.4M | 2 | 2026-02-28 | → |
| 722 | PACIFIC CAPITAL WEALTH ADVISORS, INC. | CORONA | 159294 | $668.6M | 9 | 2026-03-31 | → |
| 723 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | BERKELEY | 285538 | $312.1M | 3 | 2026-03-31 | → |
| 724 | AFFINITY CAPITAL ADVISORS LLC | BERKELEY | 166226 | $851.3M | 11 | 2026-03-31 | → |
| 725 | HILLBERG CAPITAL MANAGEMENT, LLC | TURLOCK | 130291 | $103.9M | 2 | 2026-05-31 | → |
| 726 | TRANSGLOBAL ADVISORY, LLC | MONROVIA | 168709 | $58.3M | 28 | 2026-06-30 | → |
| 727 | MPWA, INC. | BAKERSFIELD | 148484 | $140.8M | 3 | 2026-04-30 | → |
| 728 | KAIZEN FINANCIAL STRATEGIES, LLC | PLEASANTON | 298248 | $287.1M | 5 | 2026-03-31 | → |
| 729 | INVESTLINC WEALTH SERVICES, LLC | BREA | 332607 | $115.6M | 3 | 2026-06-30 | → |
| 730 | CARMEL CAPITAL MANAGEMENT L.L.C. | CARMEL | 120675 | $392.0M | 6 | 2026-02-28 | → |
| 731 | INTELLIGENCE DRIVEN ADVISERS, LLC | CARLSBAD | 299589 | $881.9M | 22 | 2026-03-31 | → |
| 732 | THREE ARCH WEALTH MANAGEMENT LLC | IRVINE | 333733 | $662.4M | 5 | 2026-06-30 | → |
| 733 | TIDEMARK, LLC | SAN DIEGO | 327611 | $462.5M | 12 | 2026-06-30 | → |
| 734 | CRYSTAL COVE ASSET MANAGEMENT, LLC | NEWPORT BEACH | 289810 | $135.2M | 2 | 2026-03-31 | → |
| 735 | PURE FINANCIAL ADVISORS, LLC | SAN DIEGO | 144316 | $11.05B | 204 | 2026-02-28 | → |
| 736 | CATALYST WEALTH ADVISORS LLC | NEWPORT BEACH | 297503 | $167.2M | 2 | 2026-03-31 | → |
| 737 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 339321 | $503.0M | 10 | 2026-03-31 | → |
| 738 | D. M. BRENNER, INC. | SOLANA BEACH | 134398 | $193.6M | 5 | 2026-03-31 | → |
| 739 | SEVEN POST INVESTMENT OFFICE LP | SAN FRANCISCO | 157435 | $9.61B | 22 | 2026-03-31 | → |
| 740 | STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES | 106073 | $268.7M | 5 | 2026-04-30 | → |
| 741 | FULLER INVESTMENT MANAGEMENT COMPANY | PASADENA | 167467 | $264.5M | 9 | 2026-02-28 | → |
| 742 | WIMMER ASSOCIATES I, LLC | PASADENA | 125243 | $475.9M | 4 | 2026-04-30 | → |
| 743 | LAKE AVENUE FINANCIAL LLC | PASADENA | 315746 | $154.7M | 5 | 2026-03-31 | → |
| 744 | WESTSHORE WEALTH, LLC | NEWPORT BEACH | 283843 | $662.4M | 10 | 2026-03-31 | → |
| 745 | PHILLIP B. WHITE CO., INC. | SAN LUIS OBISPO | 300623 | $318.7M | 2 | 2026-03-31 | → |
| 746 | NOVAWAVE CAPITAL LLC | MENLO PARK | 333205 | $90.0M | 4 | 2026-04-30 | → |
| 747 | PAAMCO PRISMA, LLC | NEWPORT BEACH | 108989 | $14.45B | 37 | 2026-05-31 | → |
| 748 | OMEGA FINANCIAL GROUP, LLC | SANTA BARBARA | 164147 | $552.4M | 6 | 2026-06-30 | → |
| 749 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 750 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 751 | WEALTH ANALYTICS PARTNERS, LLC | SAN DIEGO | 140115 | $316.0M | 6 | 2026-06-30 | → |
| 752 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 753 | HAMILTON WEALTH, LLC | LOS ANGELES | 289462 | $697.8M | 4 | 2026-03-31 | → |
| 754 | CASTLE ROCK WEALTH MANAGEMENT, LLC | WALNUT CREEK | 199513 | $587.1M | 7 | 2026-03-31 | → |
| 755 | RINKEY INVESTMENTS | SAN DIEGO | 149576 | $471.1M | 14 | 2026-05-31 | → |
| 756 | CAVU WEALTH MANAGEMENT INC. | LAKESIDE | 299089 | $208.8M | 7 | 2026-03-31 | → |
| 757 | DESMOND WEALTH MANAGEMENT, INC. | WALNUT CREEK | 118200 | $145.0M | 2 | 2026-03-31 | → |
| 758 | FELL CAPITAL MANAGEMENT | NEWPORT BEACH | 104986 | $161.8M | 1 | 2026-03-31 | → |
| 759 | ORIN GREEN FINANCIAL, LLC | SAN DIEGO | 285670 | $528.8M | 7 | 2026-03-31 | → |
| 760 | NEWBURY CAPITAL MANAGEMENT, LLC | SOUTH PASADENA | 148516 | $154.1M | 5 | 2026-03-31 | → |
| 761 | LEGACY PCG, LLC | NEWPORT | 283909 | $139.8M | 2 | 2026-03-31 | → |
| 762 | SIERRA PACIFIC PRIVATE WEALTH, LLC | PLEASANTON | 131738 | $245.9M | 7 | 2026-02-28 | → |
| 763 | LEEDS CAPITAL GROUP, LLC | SAN DIEGO | 327004 | $179.7M | 2 | 2026-04-30 | → |
| 764 | ONE DEGREE ADVISORS, INC. | SAN DIEGO | 170392 | $489.0M | 6 | 2026-05-31 | → |
| 765 | DECAMILLA CAPITAL MANAGEMENT LLC | SACRAMENTO | 108027 | $162.9M | 2 | 2026-03-31 | → |
| 766 | ENSPIRE WEALTH MANAGEMENT, LLC | SANTA ROSA | 325723 | $119.3M | 3 | 2026-02-28 | → |
| 767 | PRESIDIO CAPITAL MANAGEMENT, LLC | SAN DIEGO | 304501 | $498.9M | 14 | 2026-03-31 | → |
| 768 | ENTRUITY WEALTH, LLC | BAKERSFIELD | 288331 | $171.3M | 4 | 2026-03-31 | → |
| 769 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WESTLAKE VILLAGE | 324173 | $342.8M | 8 | 2026-04-30 | → |
| 770 | GASBER FINANCIAL ADVISORS, INC | FOLSOM | 157329 | $177.7M | 4 | 2026-02-28 | → |
| 771 | KETRON FINANCIAL LLC | NOVATO | 330807 | $384.0M | 5 | 2026-05-31 | → |
| 772 | WEALTH MANAGEMENT & BUSINESS CONCEPTS | IRVINE | 124462 | $116.2M | 3 | 2025-01-31 | → |
| 773 | LIGHT CAPITAL LLC | SANTA MONICA | 323373 | $135.3M | 2 | 2026-03-31 | → |
| 774 | BETA WEALTH GROUP, INC | SAN DIEGO | 165224 | $460.3M | 3 | 2026-06-30 | → |
| 775 | KONDO WEALTH ADVISORS, INC | PASADENA | 175347 | $365.1M | 8 | 2026-03-31 | → |
| 776 | FLC CAPITAL ADVISORS | PALM DESERT | 111822 | $822.2M | 9 | 2026-04-30 | → |
| 777 | WESTEND CAPITAL MANAGEMENT, LLC. | SAUSALITO | 120545 | $436.2M | 5 | 2026-03-31 | → |
| 778 | ZUCKERMAN CAPITAL MANAGEMENT, LLC | LOS ANGELES | 148549 | $123.5M | 2 | 2026-04-30 | → |
| 779 | MILLENNIUM INVESTMENT SERVICES | VAN NUYS | 108744 | $153.9M | 3 | 2026-03-31 | → |
| 780 | CAREY CONSULTING WEALTH MANAGEMENT, INC. | SAN RAMON | 173885 | $222.8M | 3 | 2026-02-28 | → |
| 781 | MUNDOVAL CAPITAL MANAGEMENT, INC. | LA JOLLA | 132553 | $91.9M | 3 | 2026-02-28 | → |
| 782 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SAN DIEGO | 170093 | $235.7M | 8 | 2026-05-31 | → |
| 783 | ATALA FINANCIAL INC | CALABASAS | 318371 | $370.7M | 3 | 2026-03-31 | → |
| 784 | ALESSANDRA CAPITAL MANAGEMENT, LLC | TORRANCE | 123305 | $153.5M | 3 | 2026-03-31 | → |
| 785 | OAK ASSET MANAGEMENT, LLC | WESTLAKE VILLAGE | 287856 | $413.8M | 4 | 2026-02-28 | → |
| 786 | TOTAL WEALTH SOLUTIONS, INC. | LOS ALTOS | 327794 | $148.0M | 2 | 2026-05-31 | → |
| 787 | FRANK, RIMERMAN ADVISORS LLC | PALO ALTO | 124147 | $3.40B | 5 | 2026-03-31 | → |
| 788 | SKY VISION WEALTH MANAGEMENT CORP. | IRVINE | 317320 | $52.8M | 2 | 2026-03-31 | → |
| 789 | WOMACK WEALTH MANAGEMENT, INC. | MANHATTAN BEACH | 146126 | $406.9M | 7 | 2026-06-30 | → |
| 790 | MACLEAN CAPITAL ADVISORS, LLC | INDIAN WELLS | 156978 | $222.1M | 3 | 2026-02-28 | → |
| 791 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
| 792 | PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY | GLENDALE | 106962 | $87.5M | 6 | 2026-06-30 | → |
| 793 | NORTH BAY WEALTH MANAGEMENT | PETALUMA | 285523 | $107.3M | 2 | 2026-03-31 | → |
| 794 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | DANVILLE | 130931 | $543.5M | 1 | 2026-03-31 | → |
| 795 | RUBICON ADVISORS, GP | REDDING | 174447 | $420.7M | 20 | 2026-02-28 | → |
| 796 | WEALTH TEAMS ALLIANCE INC. | IRVINE | 168907 | $223.9M | 27 | 2026-03-31 | → |
| 797 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 798 | ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC | SAN DIEGO | 159094 | $59.2M | 4 | 2026-03-31 | → |
| 799 | ALBITZ/MILOE AND ASSOCIATES, INC. | TORRANCE | 104777 | $820.6M | 5 | 2026-03-31 | → |
| 800 | ROWLING & ASSOCIATES LLC | SAN DIEGO | 308292 | $583.0M | 14 | 2026-06-30 | → |
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