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 | |
|---|---|---|---|---|---|---|---|
| 401 | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | SAN RAMON | 110152 | $2.26B | 14 | 2026-05-31 | → |
| 402 | LOGOS GLOBAL MANAGEMENT, L.P. | SAN FRANCISCO | 305162 | $2.25B | 9 | 2026-04-30 | → |
| 403 | APC ASSET DEVELOPMENT I, LP | NEWPORT BEACH | 328513 | $2.25B | 46 | 2026-03-31 | → |
| 404 | PACIFIC INCOME ADVISERS INC | EL SEGUNDO | 104719 | $2.25B | 14 | 2026-06-30 | → |
| 405 | BROWNING WEST LP | LOS ANGELES | 304702 | $2.24B | 8 | 2026-03-31 | → |
| 406 | OAKMONT CORPORATION | LOS ANGELES | 112337 | $2.22B | 35 | 2026-03-31 | → |
| 407 | THE INVESTMENT HOUSE LLC | REDONDO BEACH | 163493 | $2.20B | 11 | 2026-03-31 | → |
| 408 | JOEL R. MOGY INVESTMENT COUNSEL INC. | BEVERLY HILLS | 111622 | $2.18B | 9 | 2026-03-31 | → |
| 409 | CAI MANAGER LP | MILL VALLEY | 310205 | $2.18B | 17 | 2026-03-31 | → |
| 410 | ANFIELD CAPITAL MANAGEMENT, LLC | IRVINE | 165211 | $2.16B | 10 | 2026-03-31 | → |
| 411 | HMI CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 160850 | $2.15B | 16 | 2026-03-31 | → |
| 412 | EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES | 333932 | $2.15B | 17 | 2026-06-30 | → |
| 413 | FINANCIAL MANAGEMENT NETWORK INC | MISSION VIEJO | 110454 | $2.14B | 50 | 2025-12-31 | → |
| 414 | VAN HULZEN ASSET MANAGEMENT, LLC | EL DORADO HILLS | 116632 | $2.14B | 21 | 2026-03-31 | → |
| 415 | COASTEDGE PARTNERS, LLC | SAN DIEGO | 149685 | $2.14B | 16 | 2026-03-31 | → |
| 416 | INTERMEDE GLOBAL PARTNERS INC | SAN FRANCISCO | 288616 | $2.14B | 4 | 2026-05-31 | → |
| 417 | FERNBRIDGE CAPITAL MANAGEMENT LP | LOS ANGELES | 309334 | $2.13B | 11 | 2026-03-31 | → |
| 418 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 167408 | $2.08B | 44 | 2025-05-31 | → |
| 419 | CARRICK CAPITAL MANAGEMENT COMPANY, LLC | SAN FRANCISCO | 165915 | $2.08B | 17 | 2026-03-31 | → |
| 420 | ZANBATO ADVISORS LLC | MOUNTAIN VIEW | 311620 | $2.08B | 11 | 2025-12-31 | → |
| 421 | TRUE WIND CAPITAL MANAGEMENT, L.P. | SAN FRANCISCO | 281109 | $2.08B | 28 | 2026-03-31 | → |
| 422 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 423 | APC ASSET DEVELOPMENT II, LP | NEWPORT BEACH | 328587 | $2.06B | 46 | 2026-03-31 | → |
| 424 | SOFI WEALTH LLC | SAN FRANCISCO | 167958 | $2.05B | 114 | 2026-03-31 | → |
| 425 | L SQUARED CAPITAL MANAGEMENT LP | NEWPORT BEACH | 288509 | $2.04B | 18 | 2026-05-31 | → |
| 426 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 427 | RESMARK EQUITY PARTNERS, LLC | LOS ANGELES | 116882 | $2.03B | 46 | 2026-04-30 | → |
| 428 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | GREENBRAE | 108102 | $2.03B | 17 | 2026-03-31 | → |
| 429 | NIPUN CAPITAL, L.P. | FOSTER CITY | 159752 | $2.03B | 18 | 2026-03-31 | → |
| 430 | MADISON AVENUE SECURITIES, LLC | SAN DIEGO | 23224 | $2.02B | 125 | 2026-05-31 | → |
| 431 | WESTECH INVESTMENT ADVISORS LLC | PORTOLA VALLEY | 110429 | $2.02B | 35 | 2026-03-31 | → |
| 432 | SPYGLASS CAPITAL MANAGEMENT, LLC | GREENBRAE | 281266 | $2.02B | 11 | 2026-06-30 | → |
| 433 | LANE42 INVESTMENT PARTNERS, LLC | SANTA MONICA | 335548 | $2.01B | 26 | 2026-04-30 | → |
| 434 | JSF FINANCIAL, LLC | LOS ANGELES | 114025 | $1.97B | 27 | 2026-03-31 | → |
| 435 | OCEAN AVENUE CAPITAL PARTNERS, L.P. | SANTA MONICA | 160122 | $1.96B | 15 | 2026-06-30 | → |
| 436 | C.M. CAPITAL ADVISORS, LLC | PALO ALTO | 157529 | $1.96B | 18 | 2026-03-31 | → |
| 437 | HCR WEALTH ADVISORS | LOS ANGELES | 108676 | $1.96B | 20 | 2026-06-30 | → |
| 438 | ASCENDANT CAPITAL PARTNERS LP | LOS ANGELES | 306257 | $1.95B | 19 | 2026-04-30 | → |
| 439 | SOMA EQUITY PARTNERS, LP | SAN FRANCISCO | 283613 | $1.95B | 15 | 2026-03-31 | → |
| 440 | RVW WEALTH LLC | LOS ANGELES | 140451 | $1.94B | 12 | 2026-06-30 | → |
| 441 | REBALANCE LLC | PALO ALTO | 158242 | $1.93B | 18 | 2026-05-31 | → |
| 442 | AMI ASSET MANAGEMENT CORP | LOS ANGELES | 110291 | $1.93B | 13 | 2025-11-30 | → |
| 443 | PRIVATE WEALTH PARTNERS, LLC | MILL VALLEY | 133802 | $1.92B | 9 | 2026-03-31 | → |
| 444 | FALCON WEALTH PLANNING, INC. | ONTARIO | 174092 | $1.92B | 42 | 2026-06-30 | → |
| 445 | LEGALIST, INC. | SAN FRANCISCO | 297876 | $1.92B | 36 | 2026-06-30 | → |
| 446 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 447 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 448 | ARC70 ADVISERS LP | BURLINGAME | 288087 | $1.90B | 32 | 2026-03-31 | → |
| 449 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 450 | SP ASSET MANAGEMENT LLC | CUPERTINO | 323369 | $1.90B | 3 | 2026-03-31 | → |
| 451 | WHITTIER ADVISORS, LLC | NEWPORT BEACH | 318024 | $1.89B | 7 | 2026-05-31 | → |
| 452 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 453 | TRIGUARD MANAGEMENT LLC | NEWPORT BEACH | 159472 | $1.88B | 9 | 2026-05-31 | → |
| 454 | SOVRAN ADVISORS, LLC | SAN DIEGO | 329415 | $1.87B | 64 | 2026-03-31 | → |
| 455 | WINDWARD CAPITAL MANAGEMENT CO | LOS ANGELES | 106908 | $1.86B | 7 | 2026-06-30 | → |
| 456 | VARSITY MANAGEMENT COMPANY, LP | LOS ANGELES | 285151 | $1.86B | 20 | 2026-03-31 | → |
| 457 | MCDONALD CAPITAL INVESTORS INC | ORINDA | 105562 | $1.86B | 5 | 2026-03-31 | → |
| 458 | IGP INDUSTRIES, LLC | SAN FRANCISCO | 157214 | $1.85B | 31 | 2026-03-31 | → |
| 459 | GRANITE INVESTMENT PARTNERS, LLC | EL SEGUNDO | 150632 | $1.84B | 20 | 2026-03-31 | → |
| 460 | WEST COAST FINANCIAL, LLC | SANTA BARBARA | 104677 | $1.84B | 42 | 2025-03-31 | → |
| 461 | LIGHTBAY MANAGEMENT LLC | LOS ANGELES | 288432 | $1.84B | 29 | 2026-03-31 | → |
| 462 | CRESCENT CAP ADVISORS, LLC | LOS ANGELES | 175430 | $1.81B | 0 | 2026-03-31 | → |
| 463 | SELECT MONEY MANAGEMENT, INC. | LOS ANGELES | 153256 | $1.80B | 8 | 2026-03-31 | → |
| 464 | TENSILE CAPITAL MANAGEMENT LP | LARKSPUR | 164161 | $1.80B | 11 | 2026-06-30 | → |
| 465 | MONOGRAM CAPITAL MANAGEMENT, L.P. | BEVERLY HILLS | 290197 | $1.79B | 11 | 2026-06-30 | → |
| 466 | ALTA PARK CAPITAL, LP | SAN FRANCISCO | 169422 | $1.78B | 16 | 2026-04-30 | → |
| 467 | REGENT PROPERTIES, LLC | LOS ANGELES | 309360 | $1.77B | 28 | 2026-03-31 | → |
| 468 | CURATED WEALTH PARTNERS, LLC | EL SEGUNDO | 297852 | $1.76B | 12 | 2026-03-31 | → |
| 469 | HBW ADVISORY SERVICES LLC | SIMI VALLEY | 143665 | $1.75B | 72 | 2026-03-31 | → |
| 470 | RICE HALL JAMES & ASSOCIATES LLC | SAN DIEGO | 125410 | $1.74B | 23 | 2026-05-31 | → |
| 471 | AMITY VENTURES, LLC | SAN FRANCISCO | 290313 | $1.74B | 10 | 2026-03-31 | → |
| 472 | LIBERTY WEALTH MANAGEMENT, LLC | OAKLAND | 286001 | $1.73B | 43 | 2026-05-31 | → |
| 473 | HOUSATONIC MANAGEMENT COMPANY, INC. | SAN FRANCISCO | 157618 | $1.71B | 16 | 2026-03-31 | → |
| 474 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | FOSTER CITY | 299402 | $1.70B | 19 | 2026-03-31 | → |
| 475 | KBS CAPITAL ADVISORS, LLC | NEWPORT BEACH | 166213 | $1.70B | 75 | 2026-03-31 | → |
| 476 | TRANSOM CAPITAL GROUP, LLC | EL SEGUNDO | 170459 | $1.68B | 27 | 2026-05-31 | → |
| 477 | WEATHERLY ASSET MANAGEMENT LP | DEL MAR | 106935 | $1.68B | 16 | 2026-02-28 | → |
| 478 | FOUNDERS CIRCLE CAPITAL, LLC | CAMPBELL | 166012 | $1.67B | 15 | 2026-03-31 | → |
| 479 | PHILOSOPHY CAPITAL MANAGEMENT LLC | ALAMO | 308425 | $1.66B | 8 | 2026-03-31 | → |
| 480 | DORCHESTER CAPITAL ADVISORS, LLC | LOS ANGELES | 157965 | $1.65B | 15 | 2026-03-31 | → |
| 481 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 482 | LYELL WEALTH MANAGEMENT LP | MENLO PARK | 283521 | $1.65B | 11 | 2026-03-31 | → |
| 483 | ERA PARTNERS LLC | SAN FRANCISCO | 307400 | $1.65B | 15 | 2026-03-31 | → |
| 484 | CORDILLERA INVESTMENT PARTNERS, L.P. | SAN FRANCISCO | 277036 | $1.64B | 12 | 2026-03-31 | → |
| 485 | PROVENIO CAPITAL MANAGEMENT LLC | NEWPORT BEACH | 333009 | $1.63B | 11 | 2026-03-31 | → |
| 486 | TELOS CAPITAL MANAGEMENT, INC. | SAN DIEGO | 149108 | $1.63B | 19 | 2026-05-31 | → |
| 487 | PASADENA PRIVATE WEALTH, LLC | PASADENA | 295178 | $1.62B | 19 | 2026-05-31 | → |
| 488 | UNISON INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 150893 | $1.61B | 12 | 2026-03-31 | → |
| 489 | BUCHANAN STREET PARTNERS, L.P. | NEWPORT BEACH | 169052 | $1.61B | 29 | 2026-03-31 | → |
| 490 | LONE VIEW CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 321209 | $1.59B | 21 | 2026-03-31 | → |
| 491 | SENTINEL DOME PARTNERS, LLC | BURLINGAME | 172019 | $1.59B | 15 | 2026-06-30 | → |
| 492 | SUNSTONE PARTNERS MANAGEMENT, LLC | SAN MATEO | 305064 | $1.59B | 39 | 2026-03-31 | → |
| 493 | HOMESTEAD CAPITAL USA, LLC | SAN FRANCISCO | 281186 | $1.58B | 23 | 2026-03-31 | → |
| 494 | SWEETWATER INVESTMENT MANAGEMENT LLC | ENCINITAS | 297613 | $1.58B | 20 | 2026-03-31 | → |
| 495 | VERCAP MANAGEMENT LLC | LOS ANGELES | 333354 | $1.58B | 8 | 2026-05-31 | → |
| 496 | LIGHT STREET CAPITAL MANAGEMENT, LLC | PALO ALTO | 155215 | $1.57B | 14 | 2026-03-31 | → |
| 497 | INTELLECTUS PARTNERS, LLC | SAN FRANCISCO | 173140 | $1.57B | 13 | 2026-05-31 | → |
| 498 | GOODFINCH MANAGEMENT, LLC | SAN FRANCISCO | 309789 | $1.56B | 23 | 2026-06-30 | → |
| 499 | HERCULES ADVISER LLC | SAN MATEO | 310662 | $1.56B | 3 | 2026-03-31 | → |
| 500 | BURTON ENRIGHT WELCH | WALNUT CREEK | 118376 | $1.55B | 19 | 2026-03-31 | → |
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