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 | |
|---|---|---|---|---|---|---|---|
| 1201 | B.B. GRAHAM & COMPANY, INC. | ORANGE | 41533 | $321.7M | 32 | 2026-03-31 | → |
| 1202 | HW CAPITAL LLC | SANTA MONICA | 298731 | $321.0M | 2 | 2026-03-31 | → |
| 1203 | SECURA FINANCIAL, LLC | ORANGE | 137324 | $319.9M | 8 | 2026-05-31 | → |
| 1204 | ALPHA WEALTH MANAGEMENT AND PLANNING LLC | NOVATO | 163917 | $319.6M | 8 | 2026-03-31 | → |
| 1205 | ARROYO INVESTMENT GROUP, LLC | PASADENA | 130243 | $319.5M | 8 | 2026-06-30 | → |
| 1206 | OPTIVEST, INC. | SAN JUAN CAPISTRANO | 137070 | $319.4M | 4 | 2026-03-31 | → |
| 1207 | BREEN WEALTH MANAGEMENT, LLC | PETALUMA | 286513 | $318.8M | 3 | 2026-02-28 | → |
| 1208 | PHILLIP B. WHITE CO., INC. | SAN LUIS OBISPO | 300623 | $318.7M | 2 | 2026-03-31 | → |
| 1209 | DKM WEALTH MANAGEMENT, INC. | STOCKTON | 316778 | $316.8M | 3 | 2026-02-28 | → |
| 1210 | WEALTH ANALYTICS PARTNERS, LLC | SAN DIEGO | 140115 | $316.0M | 6 | 2026-06-30 | → |
| 1211 | 4D ADVISORS, LLC | REDONDO BEACH | 315045 | $315.6M | 3 | 2026-03-31 | → |
| 1212 | GARRISON POINT CAPITAL, LLC | SAN FRANCISCO | 165590 | $315.5M | 4 | 2026-05-31 | → |
| 1213 | ACCELERATE INVESTMENT ADVISORS LLC | ALISO VIEJO | 325859 | $315.4M | 40 | 2026-06-30 | → |
| 1214 | NINEPOINTTWO CAPITAL LLC | LOS ANGELES | 297270 | $314.8M | 2 | 2026-02-28 | → |
| 1215 | TWIN LAKES CAPITAL MANAGEMENT, LLC | REDWOOD SHORES | 137522 | $314.7M | 5 | 2026-03-31 | → |
| 1216 | VISTA ADVISOR GROUP, LLC | WALNUT CREEK | 307268 | $314.6M | 5 | 2026-02-28 | → |
| 1217 | DEFINE FINANCIAL, LLC | SAN DIEGO | 286648 | $314.6M | 7 | 2026-05-31 | → |
| 1218 | GRANITE CAPITAL MANAGEMENT, LLC | OAKLAND | 141743 | $314.6M | 2 | 2026-04-30 | → |
| 1219 | JPC WEALTH MANAGEMENT, INC. | PETALUMA | 120267 | $312.7M | 3 | 2026-06-30 | → |
| 1220 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | BERKELEY | 285538 | $312.1M | 3 | 2026-03-31 | → |
| 1221 | LIFEPRO ASSET MANAGEMENT, LLC | SAN DIEGO | 285252 | $311.3M | 42 | 2025-01-31 | → |
| 1222 | MALAGA COVE CAPITAL, LLC | PALOS VERDES ESTATES | 146959 | $310.9M | 4 | 2026-02-28 | → |
| 1223 | GUARDIAN INVESTMENT MANAGEMENT, LLC | TIBURON | 104935 | $310.3M | 0 | 2026-03-31 | → |
| 1224 | KENSINGTON INVESTMENT COUNSEL, LLC | LONG BEACH | 108012 | $310.2M | 4 | 2026-03-31 | → |
| 1225 | NRI WEALTH MANAGEMENT, LLC | SANTA CLARA | 162234 | $309.8M | 2 | 2026-03-31 | → |
| 1226 | SAVANT PARTNERS, LLC | SAN MATEO | 312567 | $309.5M | 4 | 2026-04-30 | → |
| 1227 | PROSPECT CAPITAL ADVISORS, LLC | SAUSALITO | 119531 | $309.4M | 4 | 2026-03-31 | → |
| 1228 | WESTERN FINANCIAL CORPORATION | SAN DIEGO | 6118 | $309.2M | 6 | 2026-05-31 | → |
| 1229 | SYMPHONY TECHNOLOGY GROUP, LLC | MENLO PARK | 160676 | $307.3M | 88 | 2026-03-31 | → |
| 1230 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | POWAY | 329575 | $306.3M | 7 | 2026-02-28 | → |
| 1231 | RETIREMENT CAPITAL STRATEGIES, INC. | SAN JOSE | 139009 | $305.2M | 6 | 2026-04-30 | → |
| 1232 | KACHKOVSKY & FISHER, INC. | SAN DIEGO | 117811 | $305.1M | 6 | 2026-03-31 | → |
| 1233 | LOGICA CAPITAL ADVISERS, LLC | LOS ANGELES | 168906 | $304.6M | 9 | 2026-05-31 | → |
| 1234 | NAUTILUS ADVISORS LLC | LA JOLLA | 154169 | $304.3M | 3 | 2026-02-28 | → |
| 1235 | THRYVE WEALTH MANAGEMENT LLC | SANTA BARBARA | 335920 | $304.0M | 9 | 2026-04-30 | → |
| 1236 | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 144069 | $303.9M | 15 | 2026-03-31 | → |
| 1237 | LAKE TAHOE WEALTH MANAGEMENT, INC. | FOLSOM | 166173 | $301.9M | 5 | 2026-02-28 | → |
| 1238 | CORE FINANCIAL PARTNERS INC. | EL SEGUNDO | 155205 | $301.7M | 5 | 2026-03-31 | → |
| 1239 | WESTWOOD WEALTH MANAGEMENT | LOS ANGELES | 290658 | $300.4M | 3 | 2026-05-31 | → |
| 1240 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | LOS ANGELES | 291645 | $300.0M | 7 | 2026-03-31 | → |
| 1241 | PANORAMIC CAPITAL, LLC | LARKSPUR | 153450 | $299.6M | 5 | 2026-03-31 | → |
| 1242 | TREND TRADE PRO, LLC | PASADENA | 328383 | $298.3M | 1 | 2026-03-31 | → |
| 1243 | COMMONWEALTH ASSET MANAGEMENT LP | LOS ANGELES | 306098 | $295.7M | 4 | 2026-06-30 | → |
| 1244 | KRANE FINANCIAL SOLUTIONS, LLC | CALABASAS | 153594 | $295.0M | 4 | 2026-03-31 | → |
| 1245 | ILLUMEN CAPITAL MANAGEMENT, LLC | OAKLAND | 305411 | $294.9M | 10 | 2026-03-31 | → |
| 1246 | PLUS CAPITAL MANAGEMENT, L.L.C. | VENICE | 167459 | $294.2M | 9 | 2026-03-31 | → |
| 1247 | SHERWOOD FINANCIAL PARTNERS, LLC | WESTLAKE VILLAGE | 301329 | $293.8M | 6 | 2026-04-30 | → |
| 1248 | COPPERPLATE CAPITAL LLC | MENLO PARK | 174528 | $293.7M | 2 | 2026-03-31 | → |
| 1249 | PRIVATE PORTFOLIOS, INC. | SAN MATEO | 111905 | $293.5M | 3 | 2026-01-31 | → |
| 1250 | TATE WEALTH MANAGEMENT | SACRAMENTO | 120938 | $293.4M | 4 | 2026-04-30 | → |
| 1251 | MFA WEALTH SERVICES | THOUSAND OAKS | 169013 | $293.1M | 3 | 2026-01-31 | → |
| 1252 | MCNAUGHTON WEALTH MANAGEMENT, LLC | SAN DIEGO | 300330 | $291.6M | 6 | 2026-03-31 | → |
| 1253 | ACCRETIVE WEALTH MANAGEMENT, LLC | SAN RAMON | 164341 | $290.7M | 4 | 2026-06-30 | → |
| 1254 | PACIFIC SUN FINANCIAL CORP | LOS ANGELES | 284286 | $290.0M | 4 | 2025-09-30 | → |
| 1255 | MAXWELL WEALTH STRATEGIES INC. | PLEASANTON | 317081 | $290.0M | 5 | 2025-02-28 | → |
| 1256 | THE LITIGATION FUND MANAGER, LLC | MILL VALLEY | 330517 | $289.7M | 3 | 2026-03-31 | → |
| 1257 | KANANI ADVISORY GROUP INC. | IRVINE | 288314 | $288.2M | 8 | 2026-04-30 | → |
| 1258 | LIQUID CAPITAL MANAGEMENT LLC | LOS ANGELES | 299577 | $287.6M | 4 | 2026-03-31 | → |
| 1259 | THE GORES GROUP, LLC | BEVERLY HILLS | 160598 | $287.2M | 10 | 2026-03-31 | → |
| 1260 | RICE FINANCIAL CONSULTING, INC. | LOS GATOS | 170346 | $287.2M | 5 | 2026-03-31 | → |
| 1261 | KAIZEN FINANCIAL STRATEGIES, LLC | PLEASANTON | 298248 | $287.1M | 5 | 2026-03-31 | → |
| 1262 | VILA, LLC | SAN FRANCISCO | 307186 | $286.5M | 5 | 2026-03-31 | → |
| 1263 | FIG WEALTH, LLC | LAFAYETTE | 318369 | $286.5M | 6 | 2026-03-31 | → |
| 1264 | INTEGRITY WEALTH ADVISORS, INC. | VENTURA | 281708 | $285.5M | 10 | 2026-06-30 | → |
| 1265 | BLUE OAK CAPITAL LLC | MENLO PARK | 108592 | $285.4M | 1 | 2025-02-28 | → |
| 1266 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 1267 | HESEN & HASLAM, LLC | WOODLAND HILLS | 286235 | $283.7M | 5 | 2026-03-31 | → |
| 1268 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | SAN DIEGO | 295339 | $283.4M | 2 | 2026-02-28 | → |
| 1269 | CHRIS BULMAN INC. | ROSEVILLE | 313552 | $283.0M | 15 | 2026-02-28 | → |
| 1270 | COOPER CAPITAL ADVISORS, LLC | ENCINITAS | 305121 | $282.9M | 4 | 2026-02-28 | → |
| 1271 | TRILINC ADVISORS, LLC | MANHATTAN BEACH | 166194 | $282.8M | 19 | 2026-04-30 | → |
| 1272 | HOERTKORN RICHARD CHARLES | KENTFIELD | 104649 | $282.5M | 2 | 2026-02-28 | → |
| 1273 | CARTER FINANCIAL, LLC | LA JOLLA | 298327 | $282.3M | 3 | 2026-03-31 | → |
| 1274 | SANDBRIDGE INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 169112 | $281.6M | 3 | 2026-03-31 | → |
| 1275 | MILLER AVENUE ADVISORS LLC | MILL VALLEY | 313523 | $281.2M | 3 | 2026-03-31 | → |
| 1276 | FF ADVISORS, LLC | MANHATTAN BEACH | 316723 | $280.3M | 4 | 2026-03-31 | → |
| 1277 | WWM ADVISORY INC. | CULVER CITY | 133611 | $280.1M | 2 | 2026-03-31 | → |
| 1278 | VICTUS CAPTIAL WEALTH, LLC | SANTA MONICA | 154899 | $280.1M | 4 | 2026-03-31 | → |
| 1279 | FATHOM POINT CAPITAL LLC | SAN FRANCISCO | 339729 | $280.0M | 3 | 2026-05-31 | → |
| 1280 | CONQUIS FINANCIAL LLC | MILLBRAE | 319579 | $280.0M | 2 | 2026-04-30 | → |
| 1281 | MOSLEY WEALTH MANAGEMENT, INC. | ANAHEIM | 318592 | $279.5M | 15 | 2026-05-31 | → |
| 1282 | AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC | LOS ANGELES | 301331 | $279.3M | 11 | 2026-06-30 | → |
| 1283 | KURV INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 323149 | $279.2M | 10 | 2026-06-30 | → |
| 1284 | SUPERBLOOM PARTNERS MANAGEMENT LLC | VENICE | 330218 | $278.7M | 7 | 2026-03-31 | → |
| 1285 | VERITY WEALTH ADVISORS, LLC | SAUSALITO | 126742 | $278.5M | 2 | 2026-01-31 | → |
| 1286 | FRIEDLANDER, BRENDA S | SAN RAFAEL | 127746 | $278.1M | 4 | 2026-03-31 | → |
| 1287 | FORONJY FINANCIAL LLC | SANTA BARBARA | 332380 | $278.0M | 7 | 2026-02-28 | → |
| 1288 | AUSPICIOUS FINANCIAL PLANNING, LLC | SAN RAMON | 297962 | $278.0M | 2 | 2026-03-31 | → |
| 1289 | SIMPLIFI, INC. | SAN DIEGO | 154900 | $276.1M | 5 | 2026-03-31 | → |
| 1290 | CORRIDOR CAPITAL, LLC | LOS ANGELES | 160922 | $276.0M | 12 | 2026-03-31 | → |
| 1291 | CHALLENGER WEALTH MANAGEMENT | ALISO VIEJO | 121498 | $275.5M | 3 | 2026-03-31 | → |
| 1292 | CMR CAPITAL MANAGEMENT, LLC | PASADENA | 284054 | $275.1M | 6 | 2026-03-31 | → |
| 1293 | MISSION HILLS FINANCIAL ADVISORY LLC | SAN DIEGO | 328516 | $274.1M | 6 | 2026-03-31 | → |
| 1294 | SENTINEL ROCK REALTY TRUST INC. | MODESTO | 337421 | $273.5M | 25 | 2026-03-31 | → |
| 1295 | NBS FINANCIAL & INSURANCE SERVICES INC | WESTLAKE VILLAGE | 110600 | $273.3M | 5 | 2025-03-31 | → |
| 1296 | TRIANGLE PEAK PARTNERS, LP | PALO ALTO | 147917 | $271.9M | 5 | 2026-05-31 | → |
| 1297 | ROUND HILL ASSET MANAGEMENT INC | PASADENA | 107069 | $271.3M | 6 | 2026-03-31 | → |
| 1298 | HEALTHPOINTCAPITAL MANAGEMENT, LLC | SAN DIEGO | 309041 | $271.3M | 8 | 2026-03-31 | → |
| 1299 | PALISADES INVESTMENT PARTNERS, LLC | EL SEGUNDO | 128173 | $271.0M | 3 | 2026-02-28 | → |
| 1300 | PAN GLOBAL ADVISERS, LLC | NEWPORT BEACH | 301863 | $270.5M | 3 | 2026-03-31 | → |
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