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 | |
|---|---|---|---|---|---|---|---|
| 501 | REGATTA CAPITAL GROUP, LLC | EL SEGUNDO | 145363 | $1.55B | 18 | 2026-03-31 | → |
| 502 | DEFILADE CAPITAL MANAGEMENT, L.P. | EMERYVILLE | 337997 | $1.55B | 7 | 2026-06-30 | → |
| 503 | CAMELOT CAPITAL PARTNERS LLC | LAGUNA BEACH | 281843 | $1.54B | 4 | 2026-04-30 | → |
| 504 | RWWM, INC. | ROCKLIN | 148221 | $1.54B | 8 | 2026-03-31 | → |
| 505 | PENCE CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 281739 | $1.54B | 14 | 2026-03-31 | → |
| 506 | BFSG, LLC | IRVINE | 143617 | $1.54B | 31 | 2026-06-30 | → |
| 507 | TAMAR SECURITIES, LLC | WOODLAND HILLS | 153991 | $1.52B | 22 | 2026-04-30 | → |
| 508 | ROBINHOOD ASSET MANAGEMENT, LLC | MENLO PARK | 323736 | $1.52B | 138 | 2026-06-30 | → |
| 509 | GLYNN CAPITAL MANAGEMENT, LLC | MENLO PARK | 111296 | $1.52B | 24 | 2026-03-31 | → |
| 510 | CAPROCK PARTNERS MANAGEMENT, INC. | NEWPORT BEACH | 296925 | $1.52B | 50 | 2026-03-31 | → |
| 511 | COMPAK ASSET MANAGEMENT | NEWPORT BEACH | 109930 | $1.52B | 20 | 2026-03-31 | → |
| 512 | RBC SECURITIES, INC. | LOS ANGELES | 103705 | $1.52B | 186 | 2026-05-31 | → |
| 513 | LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC | BEVERLY HILLS | 289401 | $1.50B | 73 | 2026-03-31 | → |
| 514 | CAPITAL PLANNING ADVISORS LLC | ROSEVILLE | 170266 | $1.50B | 10 | 2026-03-31 | → |
| 515 | SALEM PARTNERS WEALTH MANAGEMENT, LLC | LOS ANGELES | 131359 | $1.50B | 8 | 2026-03-31 | → |
| 516 | THE INFORMED MOMENTUM COMPANY LLC | SOLANA BEACH | 144908 | $1.49B | 22 | 2026-03-31 | → |
| 517 | YUCAIPA MASTER MANAGER, LLC | LOS ANGELES | 158216 | $1.49B | 23 | 2026-03-31 | → |
| 518 | ADELANTE CAPITAL MANAGEMENT LLC | ALAMEDA | 107382 | $1.49B | 10 | 2026-03-31 | → |
| 519 | APRIEM ADVISORS | IRVINE | 108188 | $1.49B | 17 | 2026-03-31 | → |
| 520 | QUANTUM FINANCIAL ADVISORS, LLC | SANTA MONICA | 317386 | $1.48B | 16 | 2026-06-30 | → |
| 521 | H. BARTON ASSET MANAGEMENT, LLC | SAN FRANCISCO | 161955 | $1.48B | 14 | 2026-03-31 | → |
| 522 | ECLECTIC ASSOCIATES, INC. | FULLERTON | 111041 | $1.47B | 17 | 2026-04-30 | → |
| 523 | SERENUS WEALTH ADVISORS, LLC | SANTA MONICA | 332034 | $1.47B | 6 | 2026-06-30 | → |
| 524 | COMMUNITY INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 174204 | $1.47B | 39 | 2026-05-31 | → |
| 525 | AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC | SEAL BEACH | 284231 | $1.46B | 47 | 2026-06-30 | → |
| 526 | NICHOLAS INVESTMENT PARTNERS, L.P. | SAN DIEGO | 140159 | $1.45B | 12 | 2026-03-31 | → |
| 527 | VALLEY WEALTH STRATEGIES, LLC | LODI | 289737 | $1.45B | 59 | 2026-06-30 | → |
| 528 | SLW MANAGEMENT COMPANY LLC | SAN FRANCISCO | 329215 | $1.43B | 10 | 2026-03-31 | → |
| 529 | SHORECLIFF ASSET MANAGEMENT COMPANY LLC | NEWPORT BEACH | 324111 | $1.41B | 14 | 2026-03-31 | → |
| 530 | THOROFARE, LLC | EL SEGUNDO | 171293 | $1.40B | 27 | 2026-03-31 | → |
| 531 | SILICON VALLEY RETIREMENT SERVICES, LLC | SAN JOSE | 154756 | $1.40B | 2 | 2026-02-28 | → |
| 532 | CONTENT PARTNERS LLC | LOS ANGELES | 164461 | $1.40B | 15 | 2025-03-31 | → |
| 533 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 534 | DENALI ADVISORS, LLC | SAN DIEGO | 110242 | $1.39B | 14 | 2026-03-31 | → |
| 535 | CASCADE FINANCIAL PARTNERS, LLC | SAN DIEGO | 326620 | $1.38B | 9 | 2026-03-31 | → |
| 536 | ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLC | SANTA MONICA | 157622 | $1.38B | 18 | 2026-03-31 | → |
| 537 | NEUMEIER POMA INVESTMENT COUNSEL LLC | CARMEL | 110672 | $1.37B | 11 | 2026-05-31 | → |
| 538 | BRASA CAPITAL MANAGEMENT, LP | LOS ANGELES | 316265 | $1.37B | 19 | 2026-03-31 | → |
| 539 | SEASIDE EQUITY PARTNERS, LLC | SAN DIEGO | 307171 | $1.37B | 19 | 2026-03-31 | → |
| 540 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 541 | GRASSI INVESTMENT MANAGEMENT, LLC | SANTA CLARA | 108690 | $1.36B | 5 | 2025-02-28 | → |
| 542 | CORNERSTONE CAPITAL, INC. | PALO ALTO | 105396 | $1.36B | 5 | 2026-03-31 | → |
| 543 | GALLANT CAPITAL PARTNERS LLC | LOS ANGELES | 297344 | $1.35B | 26 | 2026-03-31 | → |
| 544 | FIN VENTURE CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 298492 | $1.35B | 23 | 2026-06-30 | → |
| 545 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 546 | STRATEGY CAPITAL LLC | LOS ALTOS | 169007 | $1.34B | 7 | 2026-03-31 | → |
| 547 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO | 107638 | $1.34B | 7 | 2026-03-31 | → |
| 548 | PERMIRA CREDIT LLC | SAN FRANCISCO | 330996 | $1.34B | 37 | 2026-06-30 | → |
| 549 | CYPRESS WEALTH SERVICES, LLC | PALM DESERT | 288992 | $1.34B | 21 | 2026-02-28 | → |
| 550 | AMERICAN PACIFIC GROUP, L.P. | LARKSPUR | 306218 | $1.34B | 23 | 2026-03-31 | → |
| 551 | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. | ANAHEIM | 132295 | $1.33B | 31 | 2026-03-31 | → |
| 552 | GGP MANAGEMENT, L.P. | SANTA MONICA | 310340 | $1.33B | 23 | 2026-05-31 | → |
| 553 | CHEQUERS FINANCIAL MANAGEMENT LLC | SAN FRANCISCO | 175209 | $1.31B | 21 | 2026-03-31 | → |
| 554 | TRIPLEPOINT ADVISERS LLC | MENLO PARK | 168948 | $1.31B | 72 | 2026-03-31 | → |
| 555 | PRUDENT INVESTOR ADVISORS, LLC | FOLSOM | 121922 | $1.30B | 4 | 2026-03-31 | → |
| 556 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 557 | POPLAR FOREST CAPITAL LLC | PASADENA | 145250 | $1.28B | 10 | 2025-03-31 | → |
| 558 | FRAMEWORK VENTURES MANAGEMENT LLC | SAN FRANCISCO | 314038 | $1.28B | 14 | 2026-03-31 | → |
| 559 | CAPITAL ADVANTAGE, INC. | WALNUT CREEK | 108985 | $1.28B | 16 | 2026-03-31 | → |
| 560 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | MARINA DEL REY | 148128 | $1.28B | 15 | 2026-04-30 | → |
| 561 | PFM HEALTH SCIENCES, LP | SAN FRANCISCO | 146747 | $1.27B | 17 | 2026-03-31 | → |
| 562 | BELVERON REAL ESTATE PARTNERS, LLC | SAN FRANCISCO | 282072 | $1.27B | 25 | 2026-06-30 | → |
| 563 | METZLER-PAYDEN, LLC | LOS ANGELES | 108870 | $1.26B | 187 | 2026-03-31 | → |
| 564 | INVICTUS GROWTH MANAGEMENT, LLC | SAN MATEO | 311947 | $1.26B | 12 | 2026-04-30 | → |
| 565 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 566 | INSIGNIA CAPITAL GROUP, L.P. | WALNUT CREEK | 169772 | $1.25B | 16 | 2026-06-30 | → |
| 567 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 568 | OAKHURST ADVISORS, LLC | LOS ANGELES | 282057 | $1.25B | 14 | 2026-03-31 | → |
| 569 | SIVIA CAPITAL PARTNERS, LLC | MILL VALLEY | 170413 | $1.24B | 5 | 2026-06-30 | → |
| 570 | CORBEL MANAGEMENT, LLC | LOS ANGELES | 171849 | $1.24B | 18 | 2026-03-31 | → |
| 571 | ARLINGTON FINANCIAL ADVISORS, LLC | SANTA BARBARA | 283288 | $1.24B | 16 | 2026-02-28 | → |
| 572 | KWB WEALTH | REDLANDS | 300921 | $1.23B | 10 | 2026-05-31 | → |
| 573 | ARCHITECT CAPITAL CORP. | SAN FRANCISCO | 315010 | $1.23B | 15 | 2026-05-31 | → |
| 574 | COMPOSITION CAPITAL LP | LOS ANGELES | 332182 | $1.23B | 9 | 2026-03-31 | → |
| 575 | SB CAPITAL MANAGEMENT, INC. | ENCINO | 126826 | $1.23B | 6 | 2025-10-31 | → |
| 576 | RIORDAN, LEWIS & HADEN, INC | LOS ANGELES | 157138 | $1.22B | 17 | 2026-06-30 | → |
| 577 | DE GROOTE FINANCIAL GROUP, LLC | THOUSAND OAKS | 168178 | $1.22B | 9 | 2026-05-31 | → |
| 578 | WESPAC ADVISORS, LLC | ORINDA | 148242 | $1.21B | 10 | 2026-04-30 | → |
| 579 | ANGELES EQUITY PARTNERS, LLC | LOS ANGELES | 281284 | $1.20B | 30 | 2026-03-31 | → |
| 580 | URSA FUND MANAGEMENT LLC | DANVILLE | 283363 | $1.20B | 2 | 2026-04-30 | → |
| 581 | CCG WEALTH MANAGEMENT, LLC | SAN DIEGO | 296985 | $1.20B | 64 | 2026-06-30 | → |
| 582 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 583 | HACKMAN CAPITAL PARTNERS, LLC | CULVER CITY | 314721 | $1.19B | 65 | 2026-06-30 | → |
| 584 | THE PARTNERS WEALTH MANAGEMENT, LLC | CARMEL BY THE SEA | 314816 | $1.18B | 39 | 2026-06-30 | → |
| 585 | PINEGROVE OPPORTUNITY PARTNERS LLC | SAN FRANCISCO | 328970 | $1.18B | 8 | 2025-09-30 | → |
| 586 | CHEVIOT VALUE MANAGEMENT, LLC | BEVERLY HILLS | 166291 | $1.17B | 7 | 2026-06-30 | → |
| 587 | COTA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 226750 | $1.17B | 16 | 2026-03-31 | → |
| 588 | MANHATTAN WEST ASSET MANAGEMENT, LLC | LOS ANGELES | 283630 | $1.16B | 36 | 2026-06-30 | → |
| 589 | L & S ADVISORS, INC | LOS ANGELES | 140923 | $1.16B | 15 | 2026-06-30 | → |
| 590 | ACRE CAPITAL ADVISORS, LLC | LOS ANGELES | 328401 | $1.16B | 12 | 2026-05-31 | → |
| 591 | AFFINITY INVESTMENT ADVISORS, LLC | NEWPORT BEACH | 108278 | $1.16B | 6 | 2026-03-31 | → |
| 592 | FOREST ROAD ASSET MANAGEMENT LLC | LOS ANGELES | 315600 | $1.16B | 15 | 2026-06-30 | → |
| 593 | JACOBS & COMPANY, LLC | SAN FRANCISCO | 107674 | $1.16B | 5 | 2026-04-30 | → |
| 594 | ATLAS CAPITAL ADVISORS INC. | SAN FRANCISCO | 127036 | $1.15B | 10 | 2026-03-31 | → |
| 595 | CITYVIEW MANAGEMENT SERVICES, LLC | LOS ANGELES | 158370 | $1.15B | 30 | 2026-03-31 | → |
| 596 | REGENCY INVESTMENT ADVISORS INC | FRESNO | 106990 | $1.14B | 15 | 2026-03-31 | → |
| 597 | IGNITE PLANNERS LLC | SAN CLEMENTE | 289797 | $1.14B | 38 | 2026-05-31 | → |
| 598 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 599 | YOSEMITE MANAGEMENT, LLC | SAN FRANCISCO | 326764 | $1.14B | 18 | 2026-03-31 | → |
| 600 | CASTLE CREEK ADVISORS IV LLC | SAN DIEGO | 158079 | $1.14B | 12 | 2026-03-31 | → |
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