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 | |
|---|---|---|---|---|---|---|---|
| 1501 | INTEGRITY WEALTH PARTNERS, LLC | WALNUT CREEK | 167314 | $193.9M | 4 | 2026-03-31 | → |
| 1502 | D. M. BRENNER, INC. | SOLANA BEACH | 134398 | $193.6M | 5 | 2026-03-31 | → |
| 1503 | XPV MANAGEMENT LLC | EL SEGUNDO | 322445 | $193.6M | 17 | 2026-04-30 | → |
| 1504 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 1505 | WILLNER & HELLER LLC | ENCINO | 135406 | $193.1M | 3 | 2026-06-30 | → |
| 1506 | BAYBRIDGE CAPITAL GROUP, LLC | LIVERMORE | 284867 | $192.9M | 4 | 2026-03-31 | → |
| 1507 | FALCON BRIDGE CAPITAL II, LLC | OAKLAND | 156661 | $192.7M | 6 | 2026-03-31 | → |
| 1508 | GREENSHIELDS CAPITAL LLC | EL SEGUNDO | 284814 | $192.5M | 2 | 2026-03-31 | → |
| 1509 | K2 FINANCIAL INC. | GLENDORA | 300913 | $191.6M | 10 | 2026-03-31 | → |
| 1510 | IPCC ADVISOR, LP | SANTA MONICA | 323562 | $191.3M | 45 | 2025-03-31 | → |
| 1511 | ANCHOR CAPITAL MANAGEMENT GROUP, INC. | ALISO VIEJO | 123543 | $191.2M | 3 | 2026-03-31 | → |
| 1512 | M83 INVESTMENT GROUP, LLC | CALABASAS | 332416 | $191.0M | 6 | 2025-12-31 | → |
| 1513 | DRH INVESTMENTS, INC. | THOUSAND OAKS | 164945 | $191.0M | 4 | 2026-03-31 | → |
| 1514 | DYNAMIC WEALTH STRATEGIES, LLC | GRANITE BAY | 167594 | $190.7M | 8 | 2026-03-31 | → |
| 1515 | SILICON BEACH WEALTH, LLC | MARINA DEL REY | 310051 | $190.1M | 5 | 2026-03-31 | → |
| 1516 | KEITH HAMILTON, INC. | LA JOLLA | 155865 | $188.9M | 5 | 2026-03-31 | → |
| 1517 | WILSHIRE QUINN CAPITAL, INC. | SAN DIEGO | 148012 | $188.4M | 6 | 2026-01-31 | → |
| 1518 | BRISTLECONE VALUE PARTNERS, LLC | LOS ANGELES | 128117 | $188.4M | 3 | 2026-02-28 | → |
| 1519 | FRANK FINANCIAL SERVICES | CARLSBAD | 147537 | $188.2M | 2 | 2026-02-28 | → |
| 1520 | ARCA INVESTMENT MANAGEMENT, LLC | MARINA DEL REY | 298298 | $188.1M | 25 | 2026-03-31 | → |
| 1521 | TOPTURN CAPITAL, LLC | CARMEL | 151464 | $187.4M | 5 | 2026-03-31 | → |
| 1522 | WARD & ASSOCIATES | SAN DIEGO | 107878 | $187.2M | 2 | 2026-06-30 | → |
| 1523 | BANCREEK CAPITAL ADVISORS, LLC | SANTA MONICA | 328736 | $187.1M | 3 | 2026-03-31 | → |
| 1524 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | BEVERLY HILLS | 104695 | $187.0M | 3 | 2026-03-31 | → |
| 1525 | QUANTITATIVE STRATEGIES, INC. | CALABASAS | 117908 | $186.8M | 2 | 2025-03-31 | → |
| 1526 | ASL FINANCIAL, LLC | LOS GATOS | 115479 | $186.7M | 1 | 2026-01-31 | → |
| 1527 | BERSOT CAPITAL MANAGEMENT, LLC | TIBURON | 139090 | $186.2M | 3 | 2025-02-28 | → |
| 1528 | TOTAL WEALTH SERVICES, LLC | WESTLAKE VILLAGE | 331833 | $186.1M | 6 | 2026-03-31 | → |
| 1529 | THE KOCEN FINANCIAL GROUP, INC. | RANCHO MIRAGE | 112129 | $185.9M | 5 | 2026-03-31 | → |
| 1530 | GRATIA CAPITAL, LLC | LOS ANGELES | 163876 | $185.8M | 4 | 2026-03-31 | → |
| 1531 | DOHENY ASSET MANAGEMENT, L.L.C. | LOS ANGELES | 106434 | $185.7M | 3 | 2026-03-31 | → |
| 1532 | ARCHER POINTE WEALTH MANAGEMENT, LLC | DAVIS | 308777 | $185.6M | 2 | 2026-03-31 | → |
| 1533 | GUILD INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 108390 | $185.2M | 4 | 2026-03-31 | → |
| 1534 | TORREY-PAYNE WEALTH MANAGEMENT, LLC | PASADENA | 336703 | $184.8M | 2 | 2026-03-31 | → |
| 1535 | LOGIC WEALTH MANAGEMENT, LLC | PASADENA | 153453 | $184.7M | 9 | 2026-03-31 | → |
| 1536 | SAPIENCE INVESTMENTS, LLC | IRVINE | 284720 | $184.7M | 7 | 2025-03-31 | → |
| 1537 | MADRID FINANCIAL SERVICES, INC. | MANHATTAN BEACH | 172464 | $184.2M | 2 | 2026-02-28 | → |
| 1538 | LONGEVITY CAPITAL MANAGEMENT LLC | THOUSAND OAKS | 328283 | $184.2M | 3 | 2026-03-31 | → |
| 1539 | AUTHENTIKOS WEALTH ADVISORY LLC | MORGAN HILL | 286646 | $184.1M | 5 | 2026-03-31 | → |
| 1540 | KITTYHAWK VENTURES, LLC | LOS ANGELES | 290082 | $184.0M | 2 | 2026-03-31 | → |
| 1541 | TRYPERION HOLDINGS LLC | BEVERLY HILLS | 329349 | $184.0M | 11 | 2026-04-30 | → |
| 1542 | VINCIMUS CAPITAL, LLC | MALIBU | 321865 | $183.7M | 4 | 2026-05-31 | → |
| 1543 | OPEN DOOR INVESTMENT MANAGEMENT LTD. | SAN FRANCISCO | 159123 | $183.4M | 17 | 2026-03-31 | → |
| 1544 | ALTAMONT WEALTH MANAGEMENT, INC. | LIVERMORE | 136031 | $182.9M | 3 | 2026-03-31 | → |
| 1545 | GENTER ADVISORS LLC | LOS ANGELES | 113916 | $182.8M | 63 | 2026-04-30 | → |
| 1546 | GSI CAPITAL ADVISORS LLC | NEWPORT BEACH | 135143 | $182.4M | 4 | 2026-04-30 | → |
| 1547 | ANGELES FAMILY OFFICE, LLC | SANTA MONICA | 338266 | $182.0M | 5 | 2026-06-30 | → |
| 1548 | TRILINC GLOBAL ADVISORS, LLC | MANHATTAN BEACH | 285161 | $181.7M | 19 | 2026-04-30 | → |
| 1549 | SQUARE NINE CAPITAL, LP | LOS ANGELES | 336297 | $180.9M | 6 | 2026-03-31 | → |
| 1550 | LEWIS CAPITAL MANAGEMENT, LLC | BEVERLY HILLS | 133619 | $180.2M | 1 | 2026-03-31 | → |
| 1551 | HALL CAPITAL, LLC | PASADENA | 153961 | $180.0M | 3 | 2026-03-31 | → |
| 1552 | KESTREL INVESTMENT MANAGEMENT CORP | SAN MATEO | 106789 | $180.0M | 7 | 2026-03-31 | → |
| 1553 | LEEDS CAPITAL GROUP, LLC | SAN DIEGO | 327004 | $179.7M | 2 | 2026-04-30 | → |
| 1554 | GOLDEN K WEALTH MANAGEMENT, LLC | WOODLAND HILLS | 156588 | $179.4M | 6 | 2026-04-30 | → |
| 1555 | O'CONNOR WEALTH MANAGEMENT, INC. | MONROVIA | 152316 | $179.1M | 2 | 2026-06-30 | → |
| 1556 | PARKWORTH WEALTH MANAGEMENT, INC. | LOS GATOS | 133908 | $178.8M | 4 | 2025-02-28 | → |
| 1557 | CLEARVIEW WEALTH MANAGEMENT, LLC | IRVINE | 288978 | $178.5M | 3 | 2026-06-30 | → |
| 1558 | CORE FINANCIAL ADVISORS, LLC | SAN BERNARDINO | 168839 | $178.5M | 5 | 2026-01-31 | → |
| 1559 | LEGACY WEALTH ADVISORS, LLC | SAN JOSE | 127758 | $178.3M | 6 | 2026-03-31 | → |
| 1560 | GASBER FINANCIAL ADVISORS, INC | FOLSOM | 157329 | $177.7M | 4 | 2026-02-28 | → |
| 1561 | M WEALTH MANAGEMENT, LLC | SAN DIEGO | 281532 | $177.6M | 3 | 2026-02-28 | → |
| 1562 | TORREY WEALTH, LLC | SAN DIEGO | 310688 | $176.7M | 1 | 2026-03-31 | → |
| 1563 | PRIME MERIDIAN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 166003 | $176.7M | 9 | 2026-03-31 | → |
| 1564 | BEYOND FINANCIAL SERVICES | FREMONT | 286350 | $176.7M | 4 | 2026-02-28 | → |
| 1565 | NDWM LLC | LA JOLLA | 151284 | $176.3M | 2 | 2026-02-28 | → |
| 1566 | KELSEY FINANCIAL, LLC | MOORPARK | 314950 | $176.2M | 8 | 2026-03-31 | → |
| 1567 | CTA WEALTH ADVISORS, INC. | BURBANK | 113007 | $175.2M | 4 | 2026-03-31 | → |
| 1568 | POWER ASSET MANAGEMENT LLC | LOS ANGELES | 128580 | $175.0M | 1 | 2026-03-31 | → |
| 1569 | WEDGEWOOD ASSET MANAGEMENT, LLC | REDONDO BEACH | 312054 | $174.5M | 3 | 2026-03-31 | → |
| 1570 | PORT STREET INVESTMENTS, LLC | NEWPORT BEACH | 168596 | $174.5M | 3 | 2026-05-31 | → |
| 1571 | IVANOFF WEALTH MANAGEMENT INC. | CYPRESS | 325275 | $174.0M | 3 | 2026-06-30 | → |
| 1572 | GILBERT GREG RIA, LLC | OAKLAND | 304981 | $174.0M | 35 | 2026-05-31 | → |
| 1573 | ANCHOR POINT FINANCIAL LLC | BAKERSFIELD | 334103 | $173.6M | 1 | 2026-02-28 | → |
| 1574 | IFC AND INSURANCE MARKETING, INC. | AUBURN | 283976 | $173.5M | 7 | 2026-06-30 | → |
| 1575 | INDIVIDUAL ASSET MANAGEMENT, INC | SAN MATEO | 123418 | $173.1M | 5 | 2026-03-31 | → |
| 1576 | COUNTER GLOBAL, L.P. | SANTA MONICA | 330571 | $172.7M | 3 | 2026-06-30 | → |
| 1577 | ACUTA CAPITAL PARTNERS, LLC | REDWOOD CITY | 158869 | $172.5M | 4 | 2026-06-30 | → |
| 1578 | WEALTHGUARD ADVISORS, INC. | PLACERVILLE | 297192 | $172.4M | 5 | 2026-03-31 | → |
| 1579 | PROSPERITY ROAD, LLC | SANTA ANA | 281894 | $172.3M | 3 | 2026-03-31 | → |
| 1580 | LWM ADVISORS INC | EL DORADO HILLS | 146620 | $172.2M | 3 | 2026-03-31 | → |
| 1581 | CLAYTON PARTNERS LLC | BERKELEY | 127546 | $172.0M | 4 | 2026-03-31 | → |
| 1582 | CRAWFORD, GREGORY JASON | MODESTO | 134936 | $171.6M | 2 | 2026-02-28 | → |
| 1583 | CAVU WEALTH ADVISORS, LLC | WALNUT CREEK | 340677 | $171.6M | 3 | 2026-05-31 | → |
| 1584 | ENTRUITY WEALTH, LLC | BAKERSFIELD | 288331 | $171.3M | 4 | 2026-03-31 | → |
| 1585 | RMR CAPITAL MANAGEMENT LLC | TUSTIN | 285334 | $170.8M | 1 | 2026-02-28 | → |
| 1586 | MARIN CAPITAL MANAGEMENT, LLC | NOVATO | 136075 | $170.8M | 7 | 2026-05-31 | → |
| 1587 | TAYLOR WEALTH MANAGEMENT, LLC | TORRANCE | 132955 | $170.5M | 1 | 2026-02-28 | → |
| 1588 | REDWOOD PARK ADVISORS, LLC | REDWOOD CITY | 307958 | $170.3M | 3 | 2026-03-31 | → |
| 1589 | DEL MAR WEALTH MANAGEMENT INC | DEL MAR | 175022 | $169.9M | 3 | 2026-03-31 | → |
| 1590 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 1591 | CHARTIST INC | LONG BEACH | 105072 | $169.7M | 2 | 2026-05-31 | → |
| 1592 | AVISE FINANCIAL COOPERATIVE, INC. | LOS ANGELES | 328790 | $169.4M | 7 | 2026-06-30 | → |
| 1593 | STAINES FINANCIAL, LLC | ROSEVILLE | 299405 | $168.7M | 9 | 2026-06-30 | → |
| 1594 | THE FINANCIAL ZEN GROUP, INC. | SAN FRANCISCO | 282230 | $167.6M | 4 | 2026-06-30 | → |
| 1595 | HANKE & APOLONIO WEALTH ADVISORS LLC | SAN FRANCISCO | 285315 | $167.3M | 3 | 2026-03-31 | → |
| 1596 | CATALYST WEALTH ADVISORS LLC | NEWPORT BEACH | 297503 | $167.2M | 2 | 2026-03-31 | → |
| 1597 | BOYER FINANCIAL SERVICES, INC. | NEWPORT BEACH | 331868 | $167.0M | 7 | 2026-03-31 | → |
| 1598 | SAS FINANCIAL ADVISORS, LLC. | SAN FRANCISCO | 288015 | $167.0M | 8 | 2026-03-31 | → |
| 1599 | EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC | MANHATTAN BEACH | 311425 | $166.5M | 5 | 2026-06-30 | → |
| 1600 | OLIVE STREET CAPITAL PARTNERS LLC | LOS ANGELES | 300115 | $165.3M | 2 | 2026-03-31 | → |
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