Research Report · 2026-06-30
Largest Registered Investment Advisers in California
California SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
1,942
Total AUM
$23.37T
Median AUM
$491.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1101 | OSTROFE FINANCIAL CONSULTANTS INC | GRASS VALLEY | 110064 | $386.4M | 9 | 2026-02-28 | → |
| 1102 | PLANNED ASSET MANAGEMENT, LLC | CALABASAS | 105986 | $385.3M | 6 | 2025-03-31 | → |
| 1103 | LASALLE DEBT INVESTORS | LOS ANGELES | 158422 | $384.7M | 14 | 2026-03-31 | → |
| 1104 | KETRON FINANCIAL LLC | NOVATO | 330807 | $384.0M | 5 | 2026-05-31 | → |
| 1105 | ARCHITECT EQUITY MANAGEMENT, LLC | EL SEGUNDO | 328703 | $383.9M | 15 | 2026-03-31 | → |
| 1106 | SANDEEP VARMA WEALTH STRATEGIES, LLC | SAN DIEGO | 137705 | $383.6M | 6 | 2026-02-28 | → |
| 1107 | SONOMA BRANDS PARTNERS II, LLC | SONOMA | 296285 | $382.0M | 6 | 2026-03-31 | → |
| 1108 | WOLFF WIESE MAGANA LLC | CARSLBAD | 157620 | $381.8M | 8 | 2026-04-30 | → |
| 1109 | TRITON PACIFIC HEALTHCARE PARTNERS, LLC | SAN JUAN CAPISTRANO | 329737 | $379.6M | 5 | 2026-03-31 | → |
| 1110 | DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. | PALO ALTO | 307581 | $376.4M | 2 | 2026-06-30 | → |
| 1111 | MARIN BAY WEALTH ADVISORS, LLC | SAN ANSELMO | 289184 | $375.6M | 2 | 2026-01-31 | → |
| 1112 | TORREN MANAGEMENT, LLC | SAN DIEGO | 329263 | $373.5M | 5 | 2026-03-31 | → |
| 1113 | PACIFIC WEALTH MANAGEMENT, LLC | SAN DIEGO | 113217 | $371.9M | 6 | 2026-04-30 | → |
| 1114 | GUGGENHEIM WEALTH SOLUTIONS, LLC | SANTA MONICA | 283238 | $371.3M | 10 | 2026-03-31 | → |
| 1115 | ORION CAPITAL MANAGEMENT LLC | CORONADO | 119428 | $370.9M | 4 | 2026-03-31 | → |
| 1116 | ATALA FINANCIAL INC | CALABASAS | 318371 | $370.7M | 3 | 2026-03-31 | → |
| 1117 | CATALYST PRIVATE WEALTH, LLC | SAN MATEO | 305565 | $370.4M | 5 | 2026-06-30 | → |
| 1118 | WEALTHSPRING PARTNERS, LLC | LONG BEACH | 322756 | $370.2M | 7 | 2026-06-30 | → |
| 1119 | WILLOW GROVE ADVISORS, LLC | BERKELEY | 151993 | $369.8M | 7 | 2026-03-31 | → |
| 1120 | MENLO ADVISORS LLC | MENLO PARK | 122721 | $369.7M | 2 | 2026-03-31 | → |
| 1121 | YOSEMITE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 124298 | $369.0M | 8 | 2026-03-31 | → |
| 1122 | ODER INVESTMENT MANAGEMENT, LLC | WOODLAND HILLS | 134506 | $366.7M | 6 | 2026-02-28 | → |
| 1123 | SHIRA RIDGE WEALTH MANAGEMENT | SAN RAFAEL | 117627 | $366.4M | 6 | 2026-03-31 | → |
| 1124 | SHARPER & GRANITE LLC | EL SEGUNDO | 136719 | $366.4M | 4 | 2026-03-31 | → |
| 1125 | INFLECTION CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 333157 | $365.6M | 9 | 2026-04-30 | → |
| 1126 | INNOVIUS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 311568 | $365.5M | 10 | 2025-03-31 | → |
| 1127 | KONDO WEALTH ADVISORS, INC | PASADENA | 175347 | $365.1M | 8 | 2026-03-31 | → |
| 1128 | FPC INVESTMENT ADVISORY, INC. | PETALUMA | 122728 | $364.6M | 5 | 2026-03-31 | → |
| 1129 | GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC | LOS ANGELES | 336578 | $363.5M | 7 | 2026-05-31 | → |
| 1130 | LEONID CAPITAL PARTNERS, LLC | HUNTINGTON BEACH | 327020 | $363.0M | 20 | 2026-03-31 | → |
| 1131 | BAYHUNT CAPITAL LLC | MILL VALLEY | 333514 | $362.1M | 1 | 2026-02-28 | → |
| 1132 | LION CAPITAL (AMERICAS) INC. | LOS ANGELES | 160574 | $361.6M | 1 | 2025-05-31 | → |
| 1133 | UNION SQUARE INVESTMENT CO | SAN FRANCISCO | 111776 | $361.2M | 7 | 2026-03-31 | → |
| 1134 | SIERRA INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 106615 | $360.9M | 34 | 2026-05-31 | → |
| 1135 | GOLDMAN LANCASTER, INC. | LONG BEACH | 136134 | $360.5M | 5 | 2026-04-30 | → |
| 1136 | CLEARWAVE CAPITAL, LLC | UPLAND | 337738 | $359.2M | 3 | 2026-03-31 | → |
| 1137 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 145540 | $358.9M | 11 | 2025-12-31 | → |
| 1138 | FLIGHT DECK CAPITAL, LP | SAN FRANCISCO | 311353 | $358.7M | 4 | 2026-03-31 | → |
| 1139 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | BURBANK | 130734 | $358.4M | 12 | 2026-05-31 | → |
| 1140 | GEORGINA ASSET MANAGEMENT LLC | SANTA MONICA | 107949 | $357.8M | 3 | 2025-03-31 | → |
| 1141 | GKV CAPITAL MANAGEMENT CO INC | WALNUT CREEK | 108767 | $357.2M | 3 | 2026-02-28 | → |
| 1142 | GRIFFIN BLACK, LLC | REDWOOD CITY | 134684 | $355.5M | 9 | 2026-03-31 | → |
| 1143 | HARRINGTON INVESTMENTS, INCORPORATED | NAPA | 110790 | $355.2M | 5 | 2025-09-30 | → |
| 1144 | SEPULVEDA MANAGEMENT LLC | LOS ANGELES | 284290 | $355.1M | 8 | 2026-05-31 | → |
| 1145 | CLAY NORTHAM WEALTH MANAGEMENT, LLC | HUNTINGTON BEACH | 159002 | $354.9M | 2 | 2026-05-31 | → |
| 1146 | VALIDUS GROWTH INVESTORS, LLC | IRVINE | 166575 | $352.9M | 4 | 2026-06-30 | → |
| 1147 | GRATTAN FINANCIAL STRATEGIES, INC. | SAN GABRIEL | 108449 | $352.8M | 3 | 2026-01-31 | → |
| 1148 | CPC EQUITY ADVISORS, LP | EL SEGUNDO | 331368 | $352.2M | 12 | 2026-03-31 | → |
| 1149 | DEAN ROLAND RUSSELL, LLC | SAN DIEGO | 109480 | $351.2M | 6 | 2026-03-31 | → |
| 1150 | SITRIN CAPITAL MANAGEMENT, LLC | CENTURY CITY | 282436 | $351.1M | 6 | 2026-02-28 | → |
| 1151 | SONOMA ALLOCATIONS LLC | SANTA ROSA | 335435 | $350.0M | 4 | 2026-04-30 | → |
| 1152 | SUPERIOR PLANNING, LLC | SAN DIEGO | 130711 | $349.6M | 12 | 2026-06-30 | → |
| 1153 | CARBON COLLECTIVE INVESTING, LLC | OAKLAND | 310129 | $348.4M | 4 | 2026-03-31 | → |
| 1154 | RIGHT SIDE CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 166062 | $346.7M | 12 | 2026-05-31 | → |
| 1155 | CITRINE CAPITAL, LLC | SAN FRANCISCO | 171735 | $346.7M | 8 | 2026-03-31 | → |
| 1156 | GEBHARDT GROUP, INC | LAFAYETTE | 142903 | $346.4M | 7 | 2026-03-31 | → |
| 1157 | TRIATOMIC MANAGEMENT LP | PALO ALTO | 312408 | $346.3M | 9 | 2026-03-31 | → |
| 1158 | ISLANDER CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 326856 | $345.0M | 4 | 2026-06-30 | → |
| 1159 | GUINNESS ATKINSON ASSET MANAGEMENT, INC. | PASADENA | 124465 | $344.4M | 41 | 2026-03-31 | → |
| 1160 | PACHIRA INVESTMENTS, INC. | DANA POINT | 164405 | $343.9M | 5 | 2026-03-31 | → |
| 1161 | VERIPAX WEALTH MANAGEMENT, INC. | FOLSOM | 139663 | $342.9M | 4 | 2025-04-30 | → |
| 1162 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WESTLAKE VILLAGE | 324173 | $342.8M | 8 | 2026-04-30 | → |
| 1163 | BLUE INVESTMENT PARTNERS LLC | DANVILLE | 298444 | $342.1M | 2 | 2025-04-30 | → |
| 1164 | SECOND 50 FINANCIAL LLC | MANHATTAN BEACH | 318626 | $341.6M | 5 | 2026-06-30 | → |
| 1165 | AVILA RE CAPITAL, LLC | CORTE MADERA | 325431 | $341.2M | 47 | 2026-05-31 | → |
| 1166 | TIEMANN INVESTMENT ADVISORS, LLC | MENLO PARK | 125360 | $341.1M | 2 | 2026-03-31 | → |
| 1167 | MARATHON MANAGEMENT PARTNERS LLC | BEVERLY HILLS | 332549 | $340.0M | 6 | 2026-06-30 | → |
| 1168 | PARK, MILLER, LLC | WALNUT CREEK | 146856 | $339.8M | 4 | 2026-03-31 | → |
| 1169 | EIGER WEALTH MANAGEMENT, LLC | SAN DIEGO | 304321 | $338.7M | 6 | 2026-03-31 | → |
| 1170 | VARIANT EQUITY ADVISORS, LLC | LOS ANGELES | 297046 | $338.4M | 3 | 2026-03-31 | → |
| 1171 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | CAMPBELL | 118319 | $338.1M | 4 | 2026-04-30 | → |
| 1172 | WRAPMANAGER INC | MILL VALLEY | 108834 | $336.7M | 9 | 2026-03-31 | → |
| 1173 | GOTHAM GREEN PARTNERS, LLC | SANTA MONICA | 288771 | $334.8M | 10 | 2026-03-31 | → |
| 1174 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 1175 | OCEANIQ CAPITAL, LLC | PALO ALTO | 168062 | $334.2M | 7 | 2026-06-30 | → |
| 1176 | EVERMONT WEALTH, INC. | CLAREMONT | 168581 | $333.9M | 4 | 2026-03-31 | → |
| 1177 | CHECKPOINT CAPITAL L.P. | SAN FRANCISCO | 325763 | $333.8M | 2 | 2026-03-31 | → |
| 1178 | CONGRUENCE CAPITAL, LLC | LOS ANGELES | 328559 | $333.5M | 4 | 2026-04-30 | → |
| 1179 | OUTWING, LLC | SANTA BARBARA | 322444 | $332.8M | 4 | 2026-03-31 | → |
| 1180 | AMERICAN FUNDSTARS FINANCIAL GROUP LLC | IRVINE | 315860 | $332.7M | 14 | 2025-12-31 | → |
| 1181 | FALL LINE CAPITAL, LLC | SAN MATEO | 283625 | $332.4M | 12 | 2026-04-30 | → |
| 1182 | OLIVEIRA WEALTH, LLC | MODESTO | 315326 | $332.4M | 4 | 2026-06-30 | → |
| 1183 | DELTA ACCUMULATION, LLC | SAUSALITO | 286434 | $332.1M | 3 | 2026-03-31 | → |
| 1184 | SOLANO WEALTH INVESTMENT ADVISORS, LLC | FAIRFIELD | 322037 | $331.9M | 7 | 2026-02-28 | → |
| 1185 | 5T WEALTH, LLC | NAPA | 112552 | $331.4M | 4 | 2026-03-31 | → |
| 1186 | CHARLES FISH INVESTMENTS, INC. | IRVINE | 110445 | $331.3M | 5 | 2026-03-31 | → |
| 1187 | YODER WEALTH MANAGEMENT, INC. | WALNUT CREEK | 291826 | $331.2M | 2 | 2026-01-31 | → |
| 1188 | COPLEY FINANCIAL GROUP, INC. | SAN DIEGO | 283070 | $331.2M | 8 | 2026-05-31 | → |
| 1189 | DUSTIN BLODGETT INSIGHT CAPITAL, LLC | CONCORD | 314558 | $330.5M | 5 | 2026-02-28 | → |
| 1190 | WELTON INVESTMENT PARTNERS LLC | CARMEL | 172452 | $330.0M | 18 | 2026-03-31 | → |
| 1191 | DEPENDABLE ALTERNATIVE INVESTMENTS, LLC | MENLO PARK | 300332 | $329.6M | 1 | 2026-01-31 | → |
| 1192 | PARAGON FINANCIAL PARTNERS, INC. | WOODLAND HILLS | 158041 | $329.6M | 2 | 2026-03-31 | → |
| 1193 | NWM ADVISORS, LLC | SAN LUIS OBISPO | 283714 | $329.1M | 2 | 2026-02-28 | → |
| 1194 | TORREY GROWTH & INCOME ADVISORS, LLC | DEL MAR | 139940 | $328.4M | 5 | 2026-04-30 | → |
| 1195 | CONCORD INVESTMENT COUNSEL | IRVINE | 107901 | $327.5M | 4 | 2025-06-30 | → |
| 1196 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | SAN DIEGO | 168805 | $327.3M | 6 | 2025-03-31 | → |
| 1197 | POINTONE FAMILY OFFICE, LLC | MANHATTAN BEACH | 338563 | $327.1M | 4 | 2026-04-30 | → |
| 1198 | GORDONMD GLOBAL INVESTMENTS LP | BEVERLY HILLS | 316751 | $322.3M | 7 | 2026-03-31 | → |
| 1199 | SHUM FINANCIAL GROUP, INC. | ALAMEDA | 285426 | $322.0M | 4 | 2026-02-28 | → |
| 1200 | EMERSON EQUITY LLC | SAN MATEO | 130032 | $321.7M | 343 | 2026-04-30 | → |
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