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 | |
|---|---|---|---|---|---|---|---|
| 1401 | CAPITAL MANAGEMENT ADVISOR GROUP, LLC | WALNUT CREEK | 304617 | $234.1M | 3 | 2026-04-30 | → |
| 1402 | WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS | MISSION VIEJO | 106268 | $233.3M | 4 | 2026-03-31 | → |
| 1403 | ASPIREAN WEALTH, LLC | MILL VALLEY | 173138 | $233.2M | 6 | 2026-01-31 | → |
| 1404 | WE ALLIANCE WEALTH ADVISORS, INC. | ROSEVILLE | 175405 | $233.1M | 9 | 2026-03-31 | → |
| 1405 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | IRVINE | 112414 | $232.7M | 5 | 2026-05-31 | → |
| 1406 | FOUNDRY FINANCIAL LLC | PASADENA | 300122 | $232.6M | 10 | 2026-06-30 | → |
| 1407 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
| 1408 | SOLA IMPACT GROUP, LLC | LOS ANGELES | 313748 | $232.1M | 155 | 2026-03-31 | → |
| 1409 | CONWAY CAPITAL MANAGEMENT, INC. | BURBANK | 133260 | $231.9M | 1 | 2026-03-31 | → |
| 1410 | REDWOOD INVESTMENT GROUP, INC | FORT BRAGG | 168017 | $230.3M | 3 | 2026-06-30 | → |
| 1411 | ECHELON CAPITAL STRATEGIES, LLC | OAKLAND | 169484 | $230.3M | 8 | 2024-12-31 | → |
| 1412 | CONNECTIVE CAPITAL MANAGEMENT, LLC | PALO ALTO | 161099 | $230.1M | 10 | 2026-04-30 | → |
| 1413 | GIDEON CAPITAL, LLC | LOS ANGELES | 337919 | $229.0M | 1 | 2026-06-30 | → |
| 1414 | HIPPOCRATIC FINANCIAL ADVISORS LLC | WESTLAKE VILLAGE | 169481 | $229.0M | 29 | 2026-05-31 | → |
| 1415 | X ADVISORS, LLC | SANTA MARIA | 315838 | $228.6M | 5 | 2026-05-31 | → |
| 1416 | TENZING GLOBAL MANAGEMENT LLC | SAN FRANCISCO | 159696 | $228.1M | 4 | 2026-03-31 | → |
| 1417 | THE WEALTHGARDEN F.S. LLC | EL SEGUNDO | 311927 | $227.6M | 5 | 2026-03-31 | → |
| 1418 | ECHO45 ADVISORS LLC | WALNUT CREEK | 307265 | $227.4M | 8 | 2026-06-30 | → |
| 1419 | CAPITAL CS GROUP, LLC | IRVINE | 304523 | $227.3M | 3 | 2026-03-31 | → |
| 1420 | D'ARCY CAPITAL MANAGEMENT, LLC | SAN DIEGO | 156264 | $225.6M | 4 | 2026-02-28 | → |
| 1421 | DANIEL INVESTMENT ASSOCIATES, LLC | SANTA BARBARA | 157284 | $225.3M | 1 | 2026-03-31 | → |
| 1422 | SUN GROUP WEALTH PARTNERS LLC | IRVINE | 166372 | $224.5M | 7 | 2026-05-31 | → |
| 1423 | ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. | LOS ANGELES | 321735 | $224.4M | 5 | 2026-06-30 | → |
| 1424 | MAINSTREAM CAPITAL MANAGEMENT LLC | LOS ANGELES | 297145 | $224.0M | 4 | 2026-03-31 | → |
| 1425 | WEALTH TEAMS ALLIANCE INC. | IRVINE | 168907 | $223.9M | 27 | 2026-03-31 | → |
| 1426 | NOBLE WEALTH MANAGEMENT, INC. | NEWPORT BEACH | 169963 | $223.4M | 6 | 2026-03-31 | → |
| 1427 | BRANSON FRANK A INC | PALO ALTO | 110451 | $223.2M | 1 | 2026-03-31 | → |
| 1428 | TORTUGA WEALTH MANAGEMENT, INC. | TORRANCE | 153737 | $222.9M | 4 | 2026-02-28 | → |
| 1429 | CAREY CONSULTING WEALTH MANAGEMENT, INC. | SAN RAMON | 173885 | $222.8M | 3 | 2026-02-28 | → |
| 1430 | KMT WEALTH MANAGEMENT, LLC | HERMOSA BEACH | 328911 | $222.4M | 1 | 2026-02-28 | → |
| 1431 | SORRENTO PACIFIC FINANCIAL, LLC | SAN DIEGO | 127787 | $222.3M | 248 | 2025-08-31 | → |
| 1432 | MACLEAN CAPITAL ADVISORS, LLC | INDIAN WELLS | 156978 | $222.1M | 3 | 2026-02-28 | → |
| 1433 | RING MOUNTAIN CAPITAL, LLC | TIBURON | 288714 | $222.1M | 1 | 2026-06-30 | → |
| 1434 | OPTIMIZE FINANCIAL INC. | IRVINE | 315963 | $221.7M | 8 | 2026-06-30 | → |
| 1435 | PACIFIC PARK FINANCIAL, INC. | LAGUNA HILLS | 122867 | $221.6M | 2 | 2026-03-31 | → |
| 1436 | LYLE, ALLAN GLEN | SAN RAFAEL | 10603 | $221.2M | 2 | 2026-03-31 | → |
| 1437 | DWR WEALTH MANAGEMENT, LLC | SAN JOSE | 133743 | $221.2M | 4 | 2026-02-28 | → |
| 1438 | TRIAVERA CAPITAL LLC | LARKSPUR | 329548 | $220.6M | 1 | 2026-03-31 | → |
| 1439 | GREAT GABLE ADVISORS, LLC | BEVERLY HILLS | 297501 | $220.5M | 3 | 2026-03-31 | → |
| 1440 | FISAI US MANAGEMENT LLC | LOS ANGELES | 328574 | $220.4M | 2 | 2025-03-31 | → |
| 1441 | INCISION CAPITAL MANAGEMENT LP | SAN FRANCISCO | 325593 | $220.3M | 2 | 2026-06-30 | → |
| 1442 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 1443 | CSC UPSHOT VENTURES MANAGEMENT, LLC | PALO ALTO | 283270 | $218.5M | 3 | 2026-03-31 | → |
| 1444 | BUTLER HALL CAPITAL LLC | LOS ANGELES | 290744 | $218.3M | 2 | 2026-06-30 | → |
| 1445 | ALLSTREET CAPITAL LLC | LOS ANGELES | 283564 | $218.0M | 3 | 2026-02-28 | → |
| 1446 | DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA | PETALUMA | 112079 | $217.8M | 3 | 2026-03-31 | → |
| 1447 | APS MANAGEMENT GROUP, INC. | TORRANCE | 284697 | $217.4M | 6 | 2026-03-31 | → |
| 1448 | STRATEGIC RETIREMENT ADVISORS, LLC | ELK GROVE | 142887 | $216.9M | 2 | 2026-06-30 | → |
| 1449 | HOFER & ASSOCIATES, INC. | THOUSAND OAKS | 282005 | $216.4M | 4 | 2026-02-28 | → |
| 1450 | MEDICI CAPITAL LLC | NEWPORT BEACH | 308394 | $215.8M | 2 | 2026-04-30 | → |
| 1451 | MARRICK WEALTH, LLC | IRVINE | 164758 | $215.6M | 3 | 2026-05-31 | → |
| 1452 | DISHMI CAPITAL, LLC | PASADENA | 336392 | $215.1M | 4 | 2026-03-31 | → |
| 1453 | PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC | WOODLAND HILLS | 141988 | $215.0M | 16 | 2026-05-31 | → |
| 1454 | JCSD CAPITAL, LLC | WALNUT CREEK | 163084 | $214.6M | 4 | 2026-05-31 | → |
| 1455 | ARGYLE CAPITAL PARTNERS, LLC | LOS ANGELES | 162246 | $213.6M | 3 | 2026-03-31 | → |
| 1456 | SACKETT WEALTH ADVISORS, INC. | BREA | 289950 | $212.3M | 5 | 2026-03-31 | → |
| 1457 | COASTWISE CAPITAL GROUP, LLC | LA JOLLA | 139564 | $212.2M | 4 | 2026-03-31 | → |
| 1458 | EXCOLERE EQUITY PARTNERS, LLC | LOS ANGELES | 324822 | $212.2M | 10 | 2026-06-30 | → |
| 1459 | BLUE SUMMIT FINANCIAL GROUP, INC. | SAN DIEGO | 148782 | $211.4M | 3 | 2026-02-28 | → |
| 1460 | PINNACLE WEALTH MANAGEMENT, LLC | ROSEVILLE | 315578 | $211.1M | 5 | 2026-02-28 | → |
| 1461 | FAIRBANKS CAPITAL MANAGEMENT, INC. | RANCHO SANTA FE | 107650 | $210.6M | 5 | 2026-03-31 | → |
| 1462 | MARK GILLAM ENTERPRISES | FAIR OAKS | 108632 | $210.3M | 6 | 2026-03-31 | → |
| 1463 | SENTINEL GLOBAL LP | SAN FRANCISCO | 326444 | $210.3M | 5 | 2026-06-30 | → |
| 1464 | ALCOSTA CAPITAL MANAGEMENT, INC. | SAN RAMON | 128679 | $210.2M | 2 | 2026-03-31 | → |
| 1465 | MAKAIRA PARTNERS, LLC | LA JOLLA | 153729 | $209.8M | 4 | 2026-03-31 | → |
| 1466 | CANNON BEACH CONSULTANTS INC | SAN RAMON | 140959 | $209.2M | 2 | 2026-03-31 | → |
| 1467 | FILIGREE WEALTH ADVISORS, LLC | IRVINE | 318729 | $209.1M | 3 | 2026-03-31 | → |
| 1468 | ELI CIRCLE CAPITAL, LP | LOS ANGELES | 326553 | $209.0M | 4 | 2026-03-31 | → |
| 1469 | CAVU WEALTH MANAGEMENT INC. | LAKESIDE | 299089 | $208.8M | 7 | 2026-03-31 | → |
| 1470 | MADSON WEALTH ADVISORS INC. | SANTA ROSA | 338608 | $208.7M | 3 | 2026-04-30 | → |
| 1471 | VOYAGER MANAGEMENT, LLC | LOS ANGELES | 135434 | $208.6M | 3 | 2026-02-28 | → |
| 1472 | GATES PASS ADVISORS, LLC | LOS ALTOS | 269983 | $207.6M | 3 | 2026-06-30 | → |
| 1473 | WFA OF SAN DIEGO, LLC | SAN DIEGO | 307404 | $206.9M | 5 | 2026-06-30 | → |
| 1474 | HARDWORKING CAPITAL ADVISORS, LLC | PALM DESERT | 226760 | $206.0M | 2 | 2026-03-31 | → |
| 1475 | BRIGHTPATH WEALTH PLANNING, LLC | CAMARILLO | 160563 | $205.8M | 5 | 2026-03-31 | → |
| 1476 | THE PUTNEY FINANCIAL GROUP LLC | SAN RAFAEL | 111639 | $205.4M | 8 | 2026-06-30 | → |
| 1477 | BLUE MARBLE INVESTMENTS, LLC | SANTA BARBARA | 141354 | $205.1M | 3 | 2026-05-31 | → |
| 1478 | EVOLUTION CAPITAL MANAGEMENT LLC | SANTA MONICA | 161668 | $204.1M | 12 | 2024-12-31 | → |
| 1479 | RAYLIANT INVESTMENT RESEARCH | NEWPORT BEACH | 306119 | $203.5M | 21 | 2026-03-31 | → |
| 1480 | HANSEN & ASSOCIATES FINANCIAL GROUP INC. | ROSEVILLE | 168363 | $202.4M | 4 | 2026-05-31 | → |
| 1481 | JOHNSON LYMAN, INC. | LOS ALTOS | 150150 | $202.1M | 2 | 2026-03-31 | → |
| 1482 | PACIFIC FINANCIAL STRATEGIES, INC | THOUSAND OAKS | 151434 | $201.2M | 5 | 2026-06-30 | → |
| 1483 | AUTHENTIC VENTURES INVESTMENT MANAGER, LLC | OAKLAND | 304938 | $201.2M | 3 | 2026-06-30 | → |
| 1484 | WAVERLEY WEALTH MANAGEMENT LLC | MOUNTAIN VIEW | 156023 | $201.2M | 2 | 2026-01-31 | → |
| 1485 | MY PORTFOLIO GUIDE, LLC | SEAL BEACH | 153188 | $201.0M | 2 | 2026-02-28 | → |
| 1486 | LEGION PARTNERS ASSET MANAGEMENT, LLC | LOS ANGELES | 164136 | $200.9M | 4 | 2026-01-31 | → |
| 1487 | EMERALD BAY WEALTH MANAGEMENT LLC | TAHOE CITY | 160837 | $200.4M | 2 | 2026-03-31 | → |
| 1488 | CEDARSTONE ADVISORS | THOUSAND OAKS | 172653 | $198.4M | 3 | 2026-03-31 | → |
| 1489 | CROWN ADVISORS MANAGEMENT, INC. | LARKSPUR | 109720 | $197.8M | 2 | 2026-03-31 | → |
| 1490 | BENGAL ASSET MANAGEMENT, LLC | SANTA MONICA | 168688 | $197.6M | 7 | 2026-03-31 | → |
| 1491 | ATTENTIVE INVESTMENTS, LLC | STOCKTON | 315478 | $197.5M | 5 | 2026-02-28 | → |
| 1492 | APS ADVISORS | JACKSON | 153504 | $197.2M | 2 | 2026-03-31 | → |
| 1493 | L CAPITAL, LLC | WINDSOR | 277098 | $197.2M | 3 | 2026-03-31 | → |
| 1494 | GOYETTE FINANCIAL PLANNING, INC | THOUSAND OAKS | 133566 | $196.7M | 1 | 2026-02-28 | → |
| 1495 | CONNOR CAPITAL SB, LLC | SANTA BARBARA | 283073 | $196.7M | 4 | 2026-03-31 | → |
| 1496 | CERTIFIED PLANNERS, INC. | SAN RAMON | 105364 | $196.6M | 2 | 2026-01-31 | → |
| 1497 | REYES FINANCIAL ARCHITECTURE INC. | SAN DIEGO | 153194 | $196.2M | 5 | 2026-03-31 | → |
| 1498 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | SAN FRANCISCO | 132264 | $195.9M | 1 | 2026-02-28 | → |
| 1499 | PLAN LIFE & WEALTH MANAGEMENT, INC. | FRESNO | 44960 | $195.4M | 6 | 2026-03-31 | → |
| 1500 | ACCORD EQUITY ADVISORS LLC | SAN FRANCISCO | 166977 | $194.3M | 7 | 2026-06-30 | → |
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