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 | |
|---|---|---|---|---|---|---|---|
| 301 | FRANK, RIMERMAN ADVISORS LLC | PALO ALTO | 124147 | $3.40B | 5 | 2026-03-31 | → |
| 302 | KNOX LANE LP | SAN FRANCISCO | 306657 | $3.40B | 30 | 2026-06-30 | → |
| 303 | UPFRONT VENTURES MANAGEMENT, LLC | LOS ANGELES | 175144 | $3.38B | 22 | 2026-03-31 | → |
| 304 | SEAFARER CAPITAL PARTNERS, LLC | LARKSPUR | 158671 | $3.38B | 19 | 2026-03-31 | → |
| 305 | SUMERU EQUITY PARTNERS L.P. | SAN MATEO | 172955 | $3.37B | 43 | 2026-05-31 | → |
| 306 | DIVERSIS CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 300773 | $3.37B | 42 | 2026-06-30 | → |
| 307 | FIVE ARROWS MANAGERS NORTH AMERICA LLC | MANHATTAN BEACH | 136191 | $3.37B | 16 | 2026-03-31 | → |
| 308 | BANNEKER PARTNERS LLC | SAN FRANCISCO | 296624 | $3.36B | 30 | 2026-03-31 | → |
| 309 | SUMMITRY, LLC | FOSTER CITY | 128586 | $3.35B | 46 | 2026-06-30 | → |
| 310 | R SQUARED BM LLC | EL SEGUNDO | 308920 | $3.35B | 15 | 2026-03-31 | → |
| 311 | SMASH VENTURES MANAGEMENT COMPANY LP | WEST HOLLYWOOD | 299799 | $3.30B | 18 | 2026-05-31 | → |
| 312 | FOCUSED INVESTORS LLC | LOS ANGELES | 140010 | $3.29B | 4 | 2026-03-31 | → |
| 313 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | GREENBRAE | 311926 | $3.28B | 8 | 2026-03-31 | → |
| 314 | MONOGRAPH WEALTH ADVISORS, LLC | MANHATTAN BEACH | 173949 | $3.25B | 20 | 2026-03-31 | → |
| 315 | COUNTERPOINT MUTUAL FUNDS, LLC | SAN DIEGO | 172379 | $3.24B | 15 | 2026-03-31 | → |
| 316 | FORESITE CAPITAL MANAGEMENT, LLC | WEST HOLLYWOOD | 162823 | $3.24B | 40 | 2026-05-31 | → |
| 317 | AMERICAN REALTY ADVISORS, LLC | LOS ANGELES | 107965 | $3.24B | 70 | 2026-04-30 | → |
| 318 | NASSAU CORAMERICA LLC | EL SEGUNDO | 334332 | $3.22B | 6 | 2026-03-31 | → |
| 319 | VANCE STREET MANAGEMENT LLC | LOS ANGELES | 155758 | $3.22B | 24 | 2026-03-31 | → |
| 320 | TRILOGY CAPITAL, INC. | IRVINE | 281597 | $3.21B | 74 | 2026-06-30 | → |
| 321 | PACIFIC OAK CAPITAL ADVISORS, LLC | COSTA MESA | 299177 | $3.20B | 11 | 2025-10-31 | → |
| 322 | VMG PARTNERS II, LLC | SAN FRANCISCO | 157720 | $3.17B | 36 | 2026-03-31 | → |
| 323 | TENNENBAUM CAPITAL PARTNERS, LLC | SANTA MONICA | 113203 | $3.16B | 10 | 2026-06-30 | → |
| 324 | EARNED WEALTH ADVISORS, LLC | WALNUT CREEK | 108052 | $3.11B | 35 | 2026-03-31 | → |
| 325 | WINDJAMMER MANAGEMENT PARTNERS, L.P. | NEWPORT BEACH | 160396 | $3.10B | 27 | 2026-03-31 | → |
| 326 | CALERA CAPITAL ADVISORS, LP | SAN FRANCISCO | 158050 | $3.09B | 23 | 2026-03-31 | → |
| 327 | EMERALD LAKE CAPITAL MANAGEMENT, L.P. | SANTA MONICA | 300395 | $3.06B | 15 | 2026-04-30 | → |
| 328 | BERKELEY PARTNERS MANAGEMENT, LLC | OAKLAND | 284163 | $3.06B | 57 | 2026-06-30 | → |
| 329 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2026-06-30 | → |
| 330 | ANTHOS MANAGEMENT, L.P. | SANTA MONICA | 165980 | $3.04B | 30 | 2026-03-31 | → |
| 331 | STRATEGIC GLOBAL ADVISORS, LLC | NEWPORT BEACH | 286019 | $3.03B | 19 | 2026-03-31 | → |
| 332 | ALLOCATE MANAGEMENT COMPANY, LLC | PALO ALTO | 316814 | $3.00B | 16 | 2026-03-31 | → |
| 333 | PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC | MANHATTAN BEACH | 311351 | $2.98B | 42 | 2026-05-31 | → |
| 334 | ASSET DEDICATION, LLC | SAN FRANCISCO | 151988 | $2.93B | 7 | 2026-03-31 | → |
| 335 | NORTHGATE CAPITAL, L.P. | DANVILLE | 140214 | $2.93B | 27 | 2026-03-31 | → |
| 336 | PINEGROVE ADVISER LLC | SAN FRANCISCO | 170811 | $2.93B | 17 | 2026-03-31 | → |
| 337 | RAUB BROCK CAPITAL MANAGEMENT, LP | LARKSPUR | 153994 | $2.93B | 9 | 2026-03-31 | → |
| 338 | FLEXPATH STRATEGIES LLC | ALISO VIEJO | 174306 | $2.91B | 5 | 2026-06-30 | → |
| 339 | POINT OLEMA CAPITAL PARTNERS, L.P. | SAN FRANCISCO | 304303 | $2.91B | 9 | 2026-03-31 | → |
| 340 | FARTHER ASSET MANAGEMENT, LLC | SAN FRANCISCO | 325807 | $2.91B | 7 | 2026-03-31 | → |
| 341 | POLYCHAIN CAPITAL LP | SAN FRANCISCO | 285022 | $2.90B | 36 | 2026-03-31 | → |
| 342 | SYLEBRA CAPITAL LLC | PALO ALTO | 316856 | $2.90B | 8 | 2026-03-31 | → |
| 343 | FORT POINT CAPITAL PARTNERS LLC | SAN FRANCISCO | 146759 | $2.89B | 32 | 2026-03-31 | → |
| 344 | RRG CAPITAL MANAGEMENT LLC | LOS ANGELES | 291853 | $2.89B | 54 | 2026-04-30 | → |
| 345 | ELECTRIC CAPITAL PARTNERS, LLC | PALO ALTO | 296943 | $2.88B | 30 | 2026-03-31 | → |
| 346 | LM ADVISORS LLC | SAN DIEGO | 153940 | $2.88B | 22 | 2026-03-31 | → |
| 347 | HOLLENCREST CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 46217 | $2.87B | 19 | 2026-06-30 | → |
| 348 | PARK WEST ASSET MANAGEMENT LLC | SAN FRANCISCO | 157660 | $2.86B | 20 | 2026-05-31 | → |
| 349 | BLOCKCHAIN CAPITAL, LLC | SAN FRANCISCO | 283610 | $2.86B | 28 | 2026-06-30 | → |
| 350 | VERIS WEALTH PARTNERS, LLC | OAKLAND | 143588 | $2.86B | 31 | 2026-03-31 | → |
| 351 | COOPER FINANCIAL GROUP | IRVINE | 111458 | $2.85B | 53 | 2026-06-30 | → |
| 352 | MAIN MANAGEMENT ETF ADVISORS, LLC | SAN FRANCISCO | 288558 | $2.82B | 27 | 2026-03-31 | → |
| 353 | ANGELES WEALTH MANAGEMENT, LLC | SANTA MONICA | 159952 | $2.81B | 17 | 2026-03-31 | → |
| 354 | OHANA ADVISORS MANAGEMENT, LLC | SAN RAFAEL | 158515 | $2.78B | 13 | 2026-05-31 | → |
| 355 | A16Z PERENNIAL MANAGEMENT, L.P. | MENLO PARK | 324429 | $2.75B | 26 | 2026-05-31 | → |
| 356 | DECHENG CAPITAL LLC | MENLO PARK | 293073 | $2.73B | 23 | 2026-03-31 | → |
| 357 | KBS REALTY ADVISORS, LLC | NEWPORT BEACH | 119662 | $2.72B | 75 | 2026-03-31 | → |
| 358 | 1SHARPE CAPITAL LLC | SAN FRANCISCO | 285866 | $2.70B | 21 | 2026-03-31 | → |
| 359 | TCW PT MANAGEMENT COMPANY LLC | LOS ANGELES | 333068 | $2.70B | 344 | 2026-05-31 | → |
| 360 | BREAKTHROUGH SERVICES, L.L.C. | LOS ANGELES | 309668 | $2.69B | 94 | 2026-03-31 | → |
| 361 | GOBI CAPITAL LLC | BEVERLY HILLS | 151427 | $2.69B | 4 | 2026-03-31 | → |
| 362 | CIM CAPITAL, LLC | LOS ANGELES | 277038 | $2.68B | 160 | 2026-04-30 | → |
| 363 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LARKSPUR | 107611 | $2.68B | 28 | 2025-04-30 | → |
| 364 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 365 | TCG CAPITAL MANAGEMENT, LP | PLAYA VISTA | 298007 | $2.65B | 27 | 2026-03-31 | → |
| 366 | STEADVIEW CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 164661 | $2.64B | 28 | 2026-03-31 | → |
| 367 | CHECCHI CAPITAL ADVISERS, LLC | BEVERLY HILLS | 143478 | $2.59B | 29 | 2026-03-31 | → |
| 368 | PEGASUS TECH VENTURES, INC. | SAN JOSE | 164588 | $2.58B | 46 | 2026-03-31 | → |
| 369 | BRACKET VENTURES MANAGEMENT, LLC | WEST HOLLYWOOD | 291692 | $2.57B | 9 | 2026-03-31 | → |
| 370 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | LOS ANGELES | 310510 | $2.56B | 12 | 2026-03-31 | → |
| 371 | SSI INVESTMENT MANAGEMENT LLC | LOS ANGELES | 104889 | $2.55B | 25 | 2026-03-31 | → |
| 372 | ROW ASSET MANAGEMENT, LLC | NEWPORT BEACH | 168336 | $2.55B | 20 | 2026-03-31 | → |
| 373 | VALIDUS CAPITAL LLC | EL SEGUNDO | 319212 | $2.54B | 18 | 2026-03-31 | → |
| 374 | NO STREET GP LP | SAN FRANCISCO | 299240 | $2.51B | 11 | 2026-03-31 | → |
| 375 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | SARATOGA | 110506 | $2.51B | 21 | 2026-04-30 | → |
| 376 | OWL VENTURES, LLC | SAN FRANCISCO | 172513 | $2.50B | 20 | 2026-03-31 | → |
| 377 | PERENNIAL INVESTMENT ADVISORS, LLC | LOS ANGELES | 286477 | $2.50B | 71 | 2026-03-31 | → |
| 378 | HAUN VENTURES MANAGEMENT LP | MENLO PARK | 318409 | $2.49B | 11 | 2026-03-31 | → |
| 379 | FORGE GLOBAL ADVISORS LLC | SAN FRANCISCO | 284722 | $2.46B | 18 | 2026-04-30 | → |
| 380 | URBAN INVESTMENT ADVISORS, INC., | MILL VALLEY | 222524 | $2.45B | 3 | 2026-06-30 | → |
| 381 | LONGITUDE CAPITAL MANAGEMENT CO., LLC | MENLO PARK | 161916 | $2.44B | 27 | 2026-04-30 | → |
| 382 | HEARTHSTONE INC., A CALIFORNIA CORPORATION | CALABASAS | 112226 | $2.44B | 24 | 2025-03-31 | → |
| 383 | SR ONE CAPITAL MANAGEMENT, LP | REDWOOD CITY | 306361 | $2.44B | 28 | 2026-03-31 | → |
| 384 | VALEAS CAPITAL PARTNERS MANAGEMENT LP | SAN FRANCISCO | 317369 | $2.43B | 18 | 2026-04-30 | → |
| 385 | JUNIPER HILL CAPITAL MANAGEMENT LP | MENLO PARK | 300769 | $2.43B | 14 | 2025-03-31 | → |
| 386 | WEALTH ARCHITECTS, LLC | MOUNTAIN VIEW | 135373 | $2.42B | 23 | 2026-03-31 | → |
| 387 | SENTRY ADVISORS, LLC | SAN FRANCISCO | 174042 | $2.41B | 4 | 2026-03-31 | → |
| 388 | CHECK CAPITAL MANAGEMENT INC | COSTA MESA | 107058 | $2.37B | 12 | 2026-03-31 | → |
| 389 | CENDANA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 165555 | $2.37B | 13 | 2026-03-31 | → |
| 390 | WHITMAN/PETERSON, LLC | WESTLAKE VILLAGE | 296087 | $2.37B | 26 | 2026-04-30 | → |
| 391 | GEMMER ASSET MANAGEMENT LLC | WALNUT CREEK | 109034 | $2.36B | 16 | 2026-03-31 | → |
| 392 | IFC ADVISORS LLC | LOS ANGELES | 332157 | $2.34B | 18 | 2026-03-31 | → |
| 393 | EMPROS CAPITAL LLC | SAN FRANCISCO | 293159 | $2.34B | 11 | 2026-06-30 | → |
| 394 | CALLAN CAPITAL, LLC | LA JOLLA | 142527 | $2.33B | 21 | 2025-03-31 | → |
| 395 | REVELATION CAPITAL MANAGEMENT, LLC | SAUSALITO | 171114 | $2.32B | 18 | 2026-05-31 | → |
| 396 | WILLOW CREEK WEALTH MANAGEMENT, INC. | SEBASTOPOL | 109240 | $2.30B | 23 | 2026-04-30 | → |
| 397 | CLOCKTOWER GROUP, L.P. | SANTA MONICA | 158142 | $2.28B | 28 | 2026-05-31 | → |
| 398 | GRANT TANI BARASH & ALTMAN, LLC | BEVERLY HILLS | 319128 | $2.28B | 89 | 2026-05-31 | → |
| 399 | J.DEREK LEWIS & ASSOCIATES, INC. | NEWPORT BEACH | 122307 | $2.28B | 10 | 2026-05-31 | → |
| 400 | WIL, LLC | PALO ALTO | 170737 | $2.27B | 45 | 2026-03-31 | → |
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