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 | |
|---|---|---|---|---|---|---|---|
| 101 | GREENOAKS CAPITAL PARTNERS LLC | SAN FRANCISCO | 165941 | $18.27B | 67 | 2026-06-30 | → |
| 102 | ASPIRIANT, LLC | LOS ANGELES | 146720 | $18.05B | 218 | 2026-05-31 | → |
| 103 | MERCURY ADVISORY, LLC | SAN FRANCISCO | 308960 | $17.94B | 7 | 2026-05-31 | → |
| 104 | PATIENT SQUARE CAPITAL, LP | MENLO PARK | 312203 | $17.51B | 97 | 2026-05-31 | → |
| 105 | PENSERRA CAPITAL MANAGEMENT LLC | ORINDA | 159042 | $17.50B | 16 | 2026-03-31 | → |
| 106 | EVOKE WEALTH, LLC | LOS ANGELES | 300856 | $17.29B | 96 | 2026-04-30 | → |
| 107 | STEPSTONE GROUP REAL ESTATE LP | LA JOLLA | 281698 | $17.21B | 117 | 2026-06-30 | → |
| 108 | ARISTOTLE INVESTMENT SERVICES, LLC | NEWPORT BEACH | 324207 | $16.50B | 27 | 2026-03-31 | → |
| 109 | FREESTONE GROVE PARTNERS LP | SAN FRANCISCO | 328089 | $16.48B | 182 | 2026-03-31 | → |
| 110 | DIVCO WEST REAL ESTATE SERVICES, LLC | SAN FRANCISCO | 156762 | $16.30B | 215 | 2026-03-31 | → |
| 111 | FARTHER FINANCE ADVISORS, LLC | SAN FRANCISCO | 302050 | $16.01B | 571 | 2026-03-31 | → |
| 112 | CI GLOBAL INVESTMENTS INC. | OAKLAND | 156752 | $14.74B | 2 | 2026-03-31 | → |
| 113 | PAAMCO PRISMA, LLC | NEWPORT BEACH | 108989 | $14.45B | 37 | 2026-05-31 | → |
| 114 | TSG CONSUMER PARTNERS LP | LARKSPUR | 160826 | $14.26B | 73 | 2026-04-30 | → |
| 115 | OAKTREE FUND ADVISORS, LLC | LOS ANGELES | 290193 | $14.10B | 451 | 2026-03-31 | → |
| 116 | MERITAGE GROUP LP | SAN FRANCISCO | 142622 | $14.09B | 55 | 2026-03-31 | → |
| 117 | MISSION WEALTH MANAGEMENT, LP | SANTA BARBARA | 113057 | $13.91B | 184 | 2026-04-30 | → |
| 118 | ADVISOR PARTNERS II, LLC | WALNUT CREEK | 321633 | $13.91B | 26 | 2026-03-31 | → |
| 119 | PINEGROVE VENTURE PARTNERS, LLC | MENLO PARK | 326747 | $13.72B | 54 | 2026-06-30 | → |
| 120 | STG PARTNERS, LLC | MENLO PARK | 291048 | $13.43B | 87 | 2026-03-31 | → |
| 121 | ACORNS ADVISERS, LLC | IRVINE | 165926 | $13.39B | 302 | 2026-03-31 | → |
| 122 | PCP MANAGERS, L.P. | SAN FRANCISCO | 157398 | $13.35B | 40 | 2026-03-31 | → |
| 123 | ASIA ALTERNATIVES MANAGEMENT LLC | SAN FRANCISCO | 141481 | $13.24B | 47 | 2026-03-31 | → |
| 124 | POST ADVISORY GROUP, LLC | LOS ANGELES | 108860 | $13.03B | 49 | 2026-05-31 | → |
| 125 | IRRADIANT PARTNERS, LP | SANTA MONICA | 315416 | $13.03B | 45 | 2025-04-30 | → |
| 126 | INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO | 7717 | $12.93B | 624 | 2026-03-31 | → |
| 127 | PACIFIC PRIVATE FUND ADVISORS LLC | NEWPORT BEACH | 168830 | $12.24B | 12 | 2026-03-31 | → |
| 128 | GUSTO INVESTMENT SERVICES, LLC | SAN FRANCISCO | 281515 | $12.01B | 3 | 2026-05-31 | → |
| 129 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | BEVERLY HILLS | 140980 | $11.88B | 73 | 2026-04-30 | → |
| 130 | PARADIGM OPERATIONS LP | SAN FRANCISCO | 299210 | $11.87B | 61 | 2026-06-30 | → |
| 131 | FTV MANAGEMENT COMPANY LP | SAN FRANCISCO | 159568 | $11.86B | 119 | 2026-01-31 | → |
| 132 | 137 VENTURES MANAGEMENT LLC | SAN FRANCISCO | 162351 | $11.81B | 25 | 2026-04-30 | → |
| 133 | EVERETT HARRIS & CO | LOS ANGELES | 106830 | $11.53B | 18 | 2026-03-31 | → |
| 134 | PERIGON WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 131037 | $11.29B | 159 | 2026-06-30 | → |
| 135 | VALUEACT CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 154249 | $11.28B | 31 | 2026-03-31 | → |
| 136 | CAMDEN ASSET MANAGEMENT L P | LOS ANGELES | 106772 | $11.17B | 19 | 2026-06-30 | → |
| 137 | GOLDEN GATE PRIVATE EQUITY INC. | SAN FRANCISCO | 157379 | $11.16B | 89 | 2026-04-30 | → |
| 138 | PURE FINANCIAL ADVISORS, LLC | SAN DIEGO | 144316 | $11.05B | 204 | 2026-02-28 | → |
| 139 | RPA FINANCIAL, LLC | SAN RAFAEL | 294105 | $10.88B | 12 | 2026-06-30 | → |
| 140 | HGGC, LLC | PALO ALTO | 145684 | $10.84B | 57 | 2026-03-31 | → |
| 141 | GENERATION INVESTMENT MANAGEMENT US LLP | SAN FRANCISCO | 132728 | $10.54B | 27 | 2026-05-31 | → |
| 142 | SCGE MANAGEMENT, L.P. | MENLO PARK | 157402 | $10.40B | 26 | 2026-06-30 | → |
| 143 | SHUSTER ADVISORY GROUP, LLC | PASADENA | 170233 | $10.32B | 15 | 2026-05-31 | → |
| 144 | PARALLEL ADVISORS, LLC | SAN FRANCISCO | 140800 | $10.31B | 137 | 2026-06-30 | → |
| 145 | ALGERT GLOBAL LLC | SAN FRANCISCO | 125523 | $10.20B | 24 | 2026-05-31 | → |
| 146 | PLANMEMBER SECURITIES CORPORATION | CARPINTERIA | 11869 | $10.12B | 429 | 2026-03-31 | → |
| 147 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | LOS ANGELES | 156701 | $10.11B | 10 | 2026-04-30 | → |
| 148 | CHURCHILL MANAGEMENT CORP | LOS ANGELES | 109651 | $10.08B | 55 | 2025-07-31 | → |
| 149 | MSA ADVISORS, LLC | SANTA MONICA | 305170 | $9.65B | 34 | 2026-03-31 | → |
| 150 | SEVEN POST INVESTMENT OFFICE LP | SAN FRANCISCO | 157435 | $9.61B | 22 | 2026-03-31 | → |
| 151 | FISHER LYNCH CAPITAL, LLC | BURLINGAME | 160694 | $9.52B | 24 | 2026-03-31 | → |
| 152 | COMPOSITION WEALTH, LLC | LOS ANGELES | 143483 | $9.47B | 128 | 2026-03-31 | → |
| 153 | GLP CAPITAL PARTNERS, INC. | SANTA MONICA | 304917 | $9.42B | 160 | 2025-03-31 | → |
| 154 | GRYPHON ADVISORS, LLC | SAN FRANCISCO | 160185 | $9.32B | 166 | 2026-03-31 | → |
| 155 | SITUATIONAL AWARENESS LP | SAN FRANCISCO | 333011 | $9.28B | 8 | 2026-06-30 | → |
| 156 | XIGINVENT, L.L.C. | SAN FRANCISCO | 156213 | $9.06B | 31 | 2026-05-31 | → |
| 157 | ALPHACORE CAPITAL LLC | LA JOLLA | 174346 | $9.03B | 111 | 2026-04-30 | → |
| 158 | MARLIN MANAGEMENT COMPANY, LLC | HERMOSA BEACH | 160672 | $9.02B | 70 | 2026-03-31 | → |
| 159 | AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD | 164081 | $8.88B | 72 | 2026-03-31 | → |
| 160 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 289977 | $8.76B | 118 | 2026-04-30 | → |
| 161 | MESA WEST CAPITAL, LLC | LOS ANGELES | 158959 | $8.70B | 50 | 2026-05-31 | → |
| 162 | CROSSPOINT CAPITAL PARTNERS, LP | MENLO PARK | 306981 | $8.70B | 37 | 2026-03-31 | → |
| 163 | ONE CAPITAL MANAGEMENT, LLC | WESTLAKE VILLAGE | 114861 | $8.53B | 103 | 2026-06-30 | → |
| 164 | AEQUIM ALTERNATIVE INVESTMENTS LP | MILL VALLEY | 293127 | $8.25B | 11 | 2026-03-31 | → |
| 165 | IRONWOOD CAPITAL MANAGEMENT CORP | SAN FRANCISCO | 109330 | $8.23B | 43 | 2026-03-31 | → |
| 166 | HUMAN INTEREST ADVISORS LLC | SAN FRANCISCO | 269875 | $8.10B | 6 | 2026-04-30 | → |
| 167 | CONTEXT CAPITAL MANAGEMENT LLC | LA JOLLA | 115167 | $8.01B | 19 | 2026-03-31 | → |
| 168 | CARMEL MANAGEMENT III, LLC | SAN FRANCISCO | 160892 | $7.98B | 164 | 2026-03-31 | → |
| 169 | FPA REAL ESTATE ADVISERS GROUP, LLC | IRVINE | 288195 | $7.97B | 110 | 2026-03-31 | → |
| 170 | ICG ADVISORS, LLC | LOS ANGELES | 148066 | $7.92B | 26 | 2026-05-31 | → |
| 171 | WESTBRIDGE CAPITAL US ADVISORS, LP | SAN MATEO | 161527 | $7.86B | 90 | 2026-03-31 | → |
| 172 | QUID CAPITAL GROUP HOLDINGS, LLC | SANTA MONICA | 297179 | $7.76B | 9 | 2026-03-31 | → |
| 173 | STAMOS CAPITAL PARTNERS, L.P. | MENLO PARK | 134660 | $7.64B | 31 | 2026-03-31 | → |
| 174 | MCMORGAN & COMPANY LLC | SAN FRANCISCO | 115060 | $7.61B | 26 | 2026-03-31 | → |
| 175 | BAILARD, INC. | FOSTER CITY | 110550 | $7.56B | 83 | 2026-05-31 | → |
| 176 | OSTERWEIS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 109580 | $7.50B | 666 | 2026-03-31 | → |
| 177 | WESTCAP MANAGEMENT, LLC | SAN FRANCISCO | 301822 | $7.44B | 73 | 2026-03-31 | → |
| 178 | CENTAURUS FINANCIAL, INC. | ANAHEIM | 30833 | $7.34B | 580 | 2025-07-31 | → |
| 179 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | SAN FRANCISCO | 124365 | $7.27B | 10 | 2026-02-28 | → |
| 180 | ANGELES INVESTMENT ADVISORS, LLC. | SANTA MONICA | 110213 | $7.27B | 28 | 2026-03-31 | → |
| 181 | TOP TIER CAPITAL PARTNERS, LLC | SAN FRANCISCO | 144546 | $7.27B | 41 | 2026-05-31 | → |
| 182 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | OAKLAND | 285366 | $7.26B | 29 | 2026-03-31 | → |
| 183 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | LARKSPUR | 317318 | $7.24B | 32 | 2026-03-31 | → |
| 184 | BUTTERFLY EQUITY LP | BEVERLY HILLS | 284667 | $7.08B | 36 | 2026-04-30 | → |
| 185 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 186 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | PALO ALTO | 317522 | $6.97B | 64 | 2026-03-31 | → |
| 187 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 188 | SIGNATURE INVESTMENT ADVISORS, LLC | LOS ANGELES | 160715 | $6.76B | 21 | 2026-03-31 | → |
| 189 | BIVIUM CAPITAL PARTNERS, LLC | SAN FRANCISCO | 134529 | $6.73B | 16 | 2026-05-31 | → |
| 190 | SHAMROCK CAPITAL ADVISORS, LLC | LOS ANGELES | 153100 | $6.73B | 60 | 2026-06-30 | → |
| 191 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 106054 | $6.63B | 83 | 2026-03-31 | → |
| 192 | TURN/RIVER MANAGEMENT, L.P. | SAN FRANCISCO | 165897 | $6.59B | 99 | 2026-03-31 | → |
| 193 | OMNICAP GROUP LLC | EL SEGUNDO | 133387 | $6.51B | 15 | 2026-04-30 | → |
| 194 | NWF ADVISORY SERVICES INC | LOS ANGELES | 110410 | $6.43B | 111 | 2026-03-31 | → |
| 195 | AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. | LOS ANGELES | 304605 | $6.20B | 29 | 2026-03-31 | → |
| 196 | FAIRFIELD REALTY ADVISORS LLC | SAN DIEGO | 300633 | $6.20B | 370 | 2026-03-31 | → |
| 197 | DORSAL CAPITAL MANAGEMENT, LP | REDWOOD CITY | 160224 | $6.19B | 16 | 2026-03-31 | → |
| 198 | RIVERWOOD CAPITAL MANAGEMENT L.P. | MENLO PARK | 158267 | $6.17B | 51 | 2026-03-31 | → |
| 199 | FREEMAN SPOGLI MANAGEMENT CO., L.P. | LOS ANGELES | 156819 | $6.16B | 35 | 2026-03-31 | → |
| 200 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
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