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 | |
|---|---|---|---|---|---|---|---|
| 1701 | COPERNICUS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 168302 | $134.8M | 3 | 2024-12-31 | → |
| 1702 | CLARION ADVISORS INC. | AUBURN | 131081 | $134.4M | 1 | 2026-04-30 | → |
| 1703 | CIM CAPITAL SA MANAGEMENT, LLC | LOS ANGELES | 306166 | $134.2M | 160 | 2026-03-31 | → |
| 1704 | MURRAY FINANCIAL SERVICES, INC | CHICO | 176528 | $134.0M | 3 | 2026-03-31 | → |
| 1705 | LEWIS FINANCIAL, LLC | SAN LUIS OBISPO | 170324 | $133.9M | 3 | 2026-02-28 | → |
| 1706 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 1707 | WULFF, HANSEN & CO. | SAN RAFAEL | 908 | $132.5M | 9 | 2026-03-31 | → |
| 1708 | STITES FINANCIAL CONSULTING | WILTON | 293058 | $132.3M | 2 | 2026-03-31 | → |
| 1709 | SCHMITZ CAPITAL PARTNERS, LLC | MILL VALLEY | 105702 | $132.0M | 2 | 2026-04-30 | → |
| 1710 | CORINTHIAN WEALTH MANAGEMENT, INC. | SAN JOSE | 312196 | $131.7M | 3 | 2026-06-30 | → |
| 1711 | AWR INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 118538 | $131.6M | 2 | 2026-03-31 | → |
| 1712 | WARM SPRINGS ADVISORS INC. | LARKSPUR | 306501 | $131.3M | 3 | 2026-02-28 | → |
| 1713 | KERR FINANCIAL PLANNING CORPORATION | FRESNO | 277142 | $131.0M | 5 | 2026-05-31 | → |
| 1714 | ARIA WEALTH MANAGEMENT, INC. | SARATOGA | 288450 | $130.0M | 9 | 2026-04-30 | → |
| 1715 | VIDA WEALTH PARTNERS, INC. | SANTA BARBARA | 140824 | $129.6M | 1 | 2026-03-31 | → |
| 1716 | RSC ASSET MANAGEMENT GROUP, LLC | STUDIO CITY | 312211 | $129.2M | 9 | 2026-03-31 | → |
| 1717 | WOLFGANG CAPITAL LLC | TEMECULA | 283525 | $128.9M | 5 | 2026-02-28 | → |
| 1718 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 1719 | BANTA ASSET MANAGEMENT LP | NEWPORT BEACH | 142987 | $128.7M | 4 | 2026-02-28 | → |
| 1720 | IG BETTER FUTURE MANAGEMENT, LLC | MENLO PARK | 314033 | $128.3M | 8 | 2026-04-30 | → |
| 1721 | HARBOR HILLS, INC. | MONTECITO | 312691 | $128.0M | 3 | 2026-03-31 | → |
| 1722 | OPUS PRIVATE WEALTH GROUP, LLC | ORANGE | 171317 | $128.0M | 3 | 2026-02-28 | → |
| 1723 | WE FINANCIAL GROUP LLC | SAN FRANCISCO | 298549 | $127.4M | 4 | 2026-04-30 | → |
| 1724 | FAIRCHILD FINANCIAL ADVISORS, INC. | FOLSOM | 165434 | $127.3M | 3 | 2026-03-31 | → |
| 1725 | WRIGHT WEALTH STRATEGIES, LLC | SAN LUIS OBISPO | 304289 | $127.2M | 2 | 2026-03-31 | → |
| 1726 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 1727 | IMPACT FIDUCIARY LLC | PASADENA | 288345 | $127.0M | 2 | 2026-02-28 | → |
| 1728 | MILLER FINANCIAL SERVICES, INC. | SAN JUAN CAPISTRANO | 339220 | $127.0M | 3 | 2026-03-31 | → |
| 1729 | KINGSFORD CAPITAL MANAGEMENT, LLC | POINT RICHMOND | 161445 | $127.0M | 4 | 2026-03-31 | → |
| 1730 | SHEPHERD STREET ADVISORS LLC | LARKSPUR | 306021 | $126.2M | 2 | 2026-03-31 | → |
| 1731 | ASPIRE PLANNING ASSOCIATES, INC. | WALNUT CREEK | 282179 | $126.2M | 3 | 2025-02-28 | → |
| 1732 | THIELEN CAPITAL CORPORATION | LADERA RANCH | 169139 | $126.0M | 1 | 2026-03-31 | → |
| 1733 | HYPHEN WEALTH MANAGEMENT LLC | LAFAYETTE | 338134 | $125.6M | 3 | 2026-03-31 | → |
| 1734 | EAST BEACH ASSET MANAGEMENT, LLC | LOS ANGELES | 310563 | $125.0M | 3 | 2026-04-30 | → |
| 1735 | INFINITY 8 INVESTMENTS, LLC | CUPERTINO | 152180 | $123.9M | 1 | 2026-06-30 | → |
| 1736 | CANDIDE GROUP, LLC | OAKLAND | 286086 | $123.6M | 13 | 2026-03-31 | → |
| 1737 | ZUCKERMAN CAPITAL MANAGEMENT, LLC | LOS ANGELES | 148549 | $123.5M | 2 | 2026-04-30 | → |
| 1738 | GALLAGHER WEALTH MANAGEMENT, INC | DANVILLE | 161266 | $123.5M | 4 | 2026-03-31 | → |
| 1739 | PACIFIC SPECIALTY INVESTMENT GROUP, LLC | NEWPORT BEACH | 282463 | $123.2M | 2 | 2026-05-31 | → |
| 1740 | DAVIES FINANCIAL ADVISORS, INC. | MURRIETA | 139764 | $123.1M | 10 | 2026-03-31 | → |
| 1741 | BRETTON CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 154344 | $122.8M | 2 | 2026-03-31 | → |
| 1742 | SUNSTONE ADVISORS, LLC | IRVINE | 324002 | $122.8M | 25 | 2026-03-31 | → |
| 1743 | ENDURING WEALTH ADVISORS, LLC | TEMECULA | 323320 | $122.8M | 4 | 2026-03-31 | → |
| 1744 | CONTANGO WEALTH MANAGEMENT LLC | OAKLAND | 337757 | $122.8M | 2 | 2026-02-28 | → |
| 1745 | EVERY SECURITIES LLC | SACRAMENTO | 333167 | $122.7M | 4 | 2026-03-31 | → |
| 1746 | TRILLIUM INVESTMENTS LLC | EMERYVILLE | 300353 | $122.6M | 2 | 2026-04-30 | → |
| 1747 | CAMBRIAN ASSET MANAGEMENT, INC. | MILL VALLEY | 291953 | $121.8M | 8 | 2026-03-31 | → |
| 1748 | WEALTH SCRIPT ADVISORS LLC | SAN FRANCISCO | 334760 | $121.4M | 2 | 2026-06-30 | → |
| 1749 | MATRIX PLANNING INC | SANTA MONICA | 110812 | $121.4M | 4 | 2026-04-30 | → |
| 1750 | LIFE STRATEGIES, INC. | LA JOLLA | 167732 | $121.2M | 2 | 2026-02-28 | → |
| 1751 | ARROW WEALTH ADVISORS, INC. | AUBURN | 290853 | $121.2M | 2 | 2026-06-30 | → |
| 1752 | TWEET MANAGEMENT SERVICES, INC. | LA MESA | 156730 | $120.5M | 1 | 2026-04-30 | → |
| 1753 | FULLERTON ADVISORS, LLC | DANVILLE | 148880 | $120.4M | 1 | 2026-01-31 | → |
| 1754 | DACHTLER WEALTH ADVISORS, LLC | FOLSOM | 335863 | $120.4M | 4 | 2026-03-31 | → |
| 1755 | GOLDBERG FINANCIAL ADVISORS, LLC | EL SEGUNDO | 158147 | $120.3M | 1 | 2026-04-30 | → |
| 1756 | MILE WEALTH MANAGEMENT LLC | IRVINE | 288519 | $120.1M | 1 | 2026-03-31 | → |
| 1757 | SASSER INVESTMENT MANAGEMENT, INC. | BERKELEY | 110886 | $120.1M | 3 | 2026-04-30 | → |
| 1758 | NEWPORT ASIA LLC | SAN FRANCISCO | 118682 | $120.1M | 9 | 2026-06-30 | → |
| 1759 | GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC | SAN DIEGO | 290153 | $120.0M | 2 | 2026-04-30 | → |
| 1760 | DCA FAMILY OFFICE, LLC | ROSEVILLE | 322047 | $119.9M | 16 | 2026-03-31 | → |
| 1761 | SCHAUER INVESTMENT MANAGEMENT, INC. | NORTHRIDGE | 283119 | $119.7M | 4 | 2026-06-30 | → |
| 1762 | TRIAD INVESTMENT MANAGEMENT, LLC | NEWPORT BEACH | 146786 | $119.5M | 2 | 2026-06-30 | → |
| 1763 | STOIC POINT CAPITAL MANAGEMENT LLC | PALO ALTO | 297766 | $119.5M | 3 | 2026-03-31 | → |
| 1764 | ENSPIRE WEALTH MANAGEMENT, LLC | SANTA ROSA | 325723 | $119.3M | 3 | 2026-02-28 | → |
| 1765 | HUDSON FINANCIAL SERVICES, INC. | AUBURN | 309675 | $118.6M | 4 | 2026-05-31 | → |
| 1766 | TERRAFIRMA WEALTH PARTNERS LLC | WALNUT CREEK | 331568 | $118.5M | 3 | 2026-03-31 | → |
| 1767 | MCM ADVISERS, LP | ORINDA | 110656 | $118.4M | 2 | 2026-03-31 | → |
| 1768 | CROSSPOINT CAPITAL STRATEGIES, LLC | ORINDA | 150212 | $118.0M | 2 | 2026-05-31 | → |
| 1769 | ARK WEALTH ADVISORS, LLC | YORBA LINDA | 309396 | $118.0M | 5 | 2026-03-31 | → |
| 1770 | AK GLOBAL ASSET MANAGEMENT, LLC | OAKLAND | 137530 | $117.8M | 2 | 2026-02-28 | → |
| 1771 | BERESH, PATRICK MICHAEL | LARKSPUR | 137495 | $117.2M | 1 | 2026-02-28 | → |
| 1772 | ALLPOINT FINANCIAL GROUP LLC | PETALUMA | 301028 | $116.8M | 5 | 2026-06-30 | → |
| 1773 | INVESTMENT MANAGERS GROUP, LLC | TEMECULA | 164203 | $116.8M | 2 | 2026-03-31 | → |
| 1774 | NIM WEALTH SOLUTIONS INC. | SAN JOSE | 334754 | $116.8M | 6 | 2026-05-31 | → |
| 1775 | ALIGN WEALTH MANAGEMENT, LLC | SAN JOSE | 323615 | $116.7M | 2 | 2026-02-28 | → |
| 1776 | TIDWELL WEALTH MANAGEMENT LLC | ROCKLIN | 309109 | $116.7M | 5 | 2026-05-31 | → |
| 1777 | LUNA CAPITAL MANAGEMENT, LLC | BURLINGAME | 307687 | $116.4M | 3 | 2026-06-30 | → |
| 1778 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | SAN JOSE | 111549 | $116.4M | 5 | 2026-05-31 | → |
| 1779 | EBERT CAPITAL MANAGEMENT INC. | EUREKA | 155169 | $116.3M | 3 | 2026-05-31 | → |
| 1780 | JAFFE ASSET MANAGEMENT LLC | BEVERLY HILLS | 108082 | $116.2M | 2 | 2026-06-30 | → |
| 1781 | WEALTH MANAGEMENT & BUSINESS CONCEPTS | IRVINE | 124462 | $116.2M | 3 | 2025-01-31 | → |
| 1782 | ORCHARD CITY WEALTH MANAGEMENT, LLC | LOS GATOS | 292274 | $116.1M | 3 | 2026-05-31 | → |
| 1783 | PARAGON ASSET MANAGEMENT INC. | ORINDA | 107863 | $115.9M | 2 | 2026-02-28 | → |
| 1784 | INVESTLINC WEALTH SERVICES, LLC | BREA | 332607 | $115.6M | 3 | 2026-06-30 | → |
| 1785 | KB FINANCIAL ADVISORS LLC | SAN FRANCISCO | 134374 | $115.5M | 4 | 2026-02-28 | → |
| 1786 | WEALTH COMPASS FINANCIAL, INC. | CARLSBAD | 290139 | $115.4M | 2 | 2026-04-30 | → |
| 1787 | PARIAX, LLC | NEWPORT BEACH | 301474 | $115.4M | 3 | 2026-03-31 | → |
| 1788 | GREEN OCEAN GLOBAL ADVISORS LLC | SAN FRANCISCO | 321145 | $114.8M | 5 | 2026-06-30 | → |
| 1789 | SOUTH BAY FINANCIAL PARTNERS GROUP, INC. | TORRANCE | 175015 | $114.8M | 5 | 2026-03-31 | → |
| 1790 | ALPHA ONE ASSET MANAGEMENT LLC | PASADENA | 338725 | $114.7M | 9 | 2025-10-31 | → |
| 1791 | HIGHBAR MANAGEMENT, LLC | MENLO PARK | 166244 | $114.6M | 2 | 2026-03-31 | → |
| 1792 | GOODSTEIN WEALTH MANAGEMENT LLC | ENCINO | 282910 | $114.2M | 2 | 2026-03-31 | → |
| 1793 | BRIDGEVIEW CAPITAL ADVISORS, INC. | EL DORADO HILLS | 6290 | $114.1M | 2 | 2026-06-30 | → |
| 1794 | BERNARD & JOHNSON, LLC | PASADENA | 283871 | $113.1M | 2 | 2026-02-28 | → |
| 1795 | COBURN BARRETT, LLC | SAN FRANCISCO | 166464 | $112.7M | 4 | 2026-02-28 | → |
| 1796 | WEALTHFRONT STRATEGIES LLC | PALO ALTO | 289148 | $111.6M | 21 | 2026-05-31 | → |
| 1797 | PACIFIC EXCEL WEALTH ADVISORS, INC. | WALNUT CREEK | 172356 | $110.8M | 3 | 2026-05-31 | → |
| 1798 | POPLAR POINT CAPITAL MANAGEMENT LLC | BURLINGAME | 165411 | $110.1M | 1 | 2026-05-31 | → |
| 1799 | LOCKERMAN FINANCIAL GROUP, INC | NEWPORT BEACH | 316860 | $110.1M | 1 | 2026-01-31 | → |
| 1800 | HUNT WEALTH MANAGEMENT GROUP, INC. | CONCORD | 288892 | $110.0M | 2 | 2026-04-30 | → |
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