Research Report · 2026-02-28
Largest Registered Investment Advisers in the West Coast
SEC-registered investment advisers based in the West Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$873.53B
Median AUM
$1.76B
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | WESTERN ASSET MANAGEMENT COMPANY, LLC | PASADENA | 110441 | $184.99B | 137 | 2026-02-28 | → |
| 2 | STEPSTONE GROUP LP | LA JOLLA | 143635 | $95.63B | 801 | 2025-07-31 | → |
| 3 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 4 | ALAN D BILLER & ASSOCIATES, INC. | MENLO PARK | 105283 | $65.07B | 51 | 2026-01-31 | → |
| 5 | SB INVESTMENT ADVISERS (US) INC. | MENLO PARK | 286323 | $60.92B | 241 | 2025-10-31 | → |
| 6 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 7 | STEPSTONE GROUP REAL ASSETS LP | LA JOLLA | 281695 | $33.10B | 97 | 2025-07-31 | → |
| 8 | PNMAC CAPITAL MANAGEMENT, LLC | WESTLAKE VILLAGE | 147101 | $21.35B | 44 | 2026-02-28 | → |
| 9 | STEPSTONE GROUP REAL ESTATE LP | LA JOLLA | 281698 | $16.36B | 86 | 2025-07-31 | → |
| 10 | FRANKLIN ADVISORY SERVICES, LLC | SAN MATEO | 111361 | $14.07B | 2 | 2025-12-31 | → |
| 11 | IRRADIANT PARTNERS, LP | SANTA MONICA | 315416 | $13.03B | 45 | 2025-04-30 | → |
| 12 | FTV MANAGEMENT COMPANY LP | SAN FRANCISCO | 159568 | $11.86B | 119 | 2026-01-31 | → |
| 13 | PURE FINANCIAL ADVISORS, LLC | SAN DIEGO | 144316 | $11.05B | 204 | 2026-02-28 | → |
| 14 | CHURCHILL MANAGEMENT CORP | LOS ANGELES | 109651 | $10.08B | 55 | 2025-07-31 | → |
| 15 | GLP CAPITAL PARTNERS, INC. | SANTA MONICA | 304917 | $9.42B | 160 | 2025-03-31 | → |
| 16 | SATURNA CAPITAL CORPORATION | BELLINGHAM | 25586 | $8.62B | 83 | 2026-02-28 | → |
| 17 | CENTAURUS FINANCIAL, INC. | ANAHEIM | 30833 | $7.34B | 580 | 2025-07-31 | → |
| 18 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | SAN FRANCISCO | 124365 | $7.27B | 10 | 2026-02-28 | → |
| 19 | FOCUS POINT SOLUTIONS, INC | PORTLAND | 131195 | $6.78B | 40 | 2025-06-30 | → |
| 20 | BORDEAUX WEALTH ADVISORS LLC | MENLO PARK | 287758 | $5.64B | 34 | 2025-05-31 | → |
| 21 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 22 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 23 | PRECEPT ADVISORY GROUP LLC | IRVINE | 152776 | $5.01B | 8 | 2025-03-31 | → |
| 24 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 25 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 26 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 27 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | PASADENA | 108033 | $4.48B | 40 | 2026-02-28 | → |
| 28 | ADERO PARTNERS, LLC | WALNUT CREEK | 297808 | $4.38B | 50 | 2025-04-30 | → |
| 29 | HENNESSY ADVISORS, INC. | NOVATO | 110770 | $4.25B | 19 | 2025-11-30 | → |
| 30 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | OLYMPIA | 151298 | $4.07B | 85 | 2025-09-30 | → |
| 31 | SIGFIG WEALTH MANAGEMENT LLC | SAN FRANCISCO | 158823 | $3.58B | 96 | 2026-02-28 | → |
| 32 | WESTERN INTERNATIONAL SECURITIES, INC. | PASADENA | 39262 | $3.51B | 407 | 2025-06-30 | → |
| 33 | LINDBROOK CAPITAL, LLC | CALABASAS | 155812 | $3.50B | 10 | 2025-02-28 | → |
| 34 | STEPSTONE GROUP PRIVATE DEBT LLC | LA JOLLA | 323711 | $3.25B | 0 | 2025-10-31 | → |
| 35 | PACIFIC OAK CAPITAL ADVISORS, LLC | COSTA MESA | 299177 | $3.20B | 11 | 2025-10-31 | → |
| 36 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2025-12-31 | → |
| 37 | FLEXPATH STRATEGIES LLC | ALISO VIEJO | 174306 | $2.91B | 5 | 2026-02-28 | → |
| 38 | COOPER FINANCIAL GROUP | IRVINE | 111458 | $2.85B | 53 | 2026-02-28 | → |
| 39 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LARKSPUR | 107611 | $2.68B | 28 | 2025-04-30 | → |
| 40 | HEARTHSTONE INC., A CALIFORNIA CORPORATION | CALABASAS | 112226 | $2.44B | 24 | 2025-03-31 | → |
| 41 | JUNIPER HILL CAPITAL MANAGEMENT LP | MENLO PARK | 300769 | $2.43B | 14 | 2025-03-31 | → |
| 42 | CALLAN CAPITAL, LLC | LA JOLLA | 142527 | $2.33B | 21 | 2025-03-31 | → |
| 43 | FINANCIAL MANAGEMENT NETWORK INC | MISSION VIEJO | 110454 | $2.14B | 50 | 2025-12-31 | → |
| 44 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 45 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 167408 | $2.08B | 44 | 2025-05-31 | → |
| 46 | ZANBATO ADVISORS LLC | MOUNTAIN VIEW | 311620 | $2.08B | 11 | 2025-12-31 | → |
| 47 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 48 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 49 | AMI ASSET MANAGEMENT CORP | LOS ANGELES | 110291 | $1.93B | 13 | 2025-11-30 | → |
| 50 | WEST COAST FINANCIAL, LLC | SANTA BARBARA | 104677 | $1.84B | 42 | 2025-03-31 | → |
| 51 | WEATHERLY ASSET MANAGEMENT LP | DEL MAR | 106935 | $1.68B | 16 | 2026-02-28 | → |
| 52 | FALCON WEALTH PLANNING, INC. | ONTARIO | 174092 | $1.55B | 40 | 2026-02-28 | → |
| 53 | QUANTUM FINANCIAL ADVISORS, LLC | SANTA MONICA | 317386 | $1.48B | 16 | 2026-01-31 | → |
| 54 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 55 | VALLEY WEALTH STRATEGIES, LLC | LODI | 289737 | $1.45B | 59 | 2026-02-28 | → |
| 56 | JGP WEALTH MANAGEMENT, LLC | BEND | 290694 | $1.43B | 23 | 2026-02-28 | → |
| 57 | LEADER CAPITAL CORP. | VANCOUVER | 46206 | $1.41B | 2 | 2026-01-31 | → |
| 58 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 59 | SILICON VALLEY RETIREMENT SERVICES, LLC | SAN JOSE | 154756 | $1.40B | 2 | 2026-02-28 | → |
| 60 | CONTENT PARTNERS LLC | LOS ANGELES | 164461 | $1.40B | 15 | 2025-03-31 | → |
| 61 | GRASSI INVESTMENT MANAGEMENT, LLC | SANTA CLARA | 108690 | $1.36B | 5 | 2025-02-28 | → |
| 62 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 63 | SCF INVESTMENT ADVISORS, INC. | SAN DIEGO | 123608 | $1.35B | 263 | 2025-09-30 | → |
| 64 | CYPRESS WEALTH SERVICES, LLC | PALM DESERT | 288992 | $1.34B | 21 | 2026-02-28 | → |
| 65 | POPLAR FOREST CAPITAL LLC | PASADENA | 145250 | $1.28B | 10 | 2025-03-31 | → |
| 66 | ARLINGTON FINANCIAL ADVISORS, LLC | SANTA BARBARA | 283288 | $1.24B | 16 | 2026-02-28 | → |
| 67 | SB CAPITAL MANAGEMENT, INC. | ENCINO | 126826 | $1.23B | 6 | 2025-10-31 | → |
| 68 | PINEGROVE OPPORTUNITY PARTNERS LLC | SAN FRANCISCO | 328970 | $1.18B | 8 | 2025-09-30 | → |
| 69 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
| 70 | CLG LLC | LONG BEACH | 282605 | $1.12B | 35 | 2026-02-28 | → |
| 71 | MONTEREY PRIVATE WEALTH, INC. | MONTEREY | 114572 | $1.10B | 13 | 2025-03-31 | → |
| 72 | WAYPOINT WEALTH PARTNERS, INC. | MILL VALLEY | 131155 | $1.07B | 12 | 2025-03-31 | → |
| 73 | INSIGHT WEALTH STRATEGIES, LLC | SAN RAMON | 293644 | $1.06B | 12 | 2026-02-28 | → |
| 74 | L & S ADVISORS, INC | LOS ANGELES | 140923 | $1.05B | 15 | 2026-02-28 | → |
| 75 | BAKER ELLIS ASSET MANAGEMENT LLC | VANCOUVER | 121802 | $1.05B | 5 | 2026-02-28 | → |
| 76 | RPG INVESTMENT ADVISORY, LLC | PLEASANTON | 172173 | $1.04B | 9 | 2026-01-31 | → |
| 77 | NEWFRONT RETIREMENT SERVICES, INC. | SAN MATEO | 167641 | $1.04B | 31 | 2026-02-28 | → |
| 78 | LEGALIST, INC. | SAN FRANCISCO | 297876 | $1.03B | 36 | 2025-06-30 | → |
| 79 | FPR PARTNERS LLC | SAN FRANCISCO | 157311 | $1.01B | 9 | 2025-05-31 | → |
| 80 | AIRE ADVISORS, LLC | BEVERLY HILLS | 307450 | $1.01B | 9 | 2026-02-28 | → |
| 81 | JACKSON SQUARE PARTNERS, LLC | LARKSPUR | 170064 | $995.1M | 4 | 2025-03-31 | → |
| 82 | NEW FORESTS INC. | SAN FRANCISCO | 165267 | $981.9M | 22 | 2025-09-30 | → |
| 83 | TDA, INC. | SAN MATEO | 112016 | $969.3M | 22 | 2025-12-31 | → |
| 84 | SLOW CAPITAL, INC. | GREENBRAE | 286688 | $953.3M | 4 | 2026-02-28 | → |
| 85 | EMERALD ADVISORS, LLC | BELLEVUE | 305125 | $941.4M | 11 | 2026-02-28 | → |
| 86 | CRANE ADVISORY LLC | FULLERTON | 314432 | $934.6M | 12 | 2026-02-28 | → |
| 87 | CA FAMILY WEALTH LLC | BEVERLY HILLS | 285229 | $933.0M | 5 | 2025-03-31 | → |
| 88 | BELMONT CAPITAL, LLC | LOS ANGELES | 154078 | $931.4M | 4 | 2025-03-31 | → |
| 89 | GUARDIAN FINANCIAL PARTNERS, LLC | ORANGE | 287652 | $911.9M | 4 | 2026-02-28 | → |
| 90 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 91 | THE WEIL COMPANY | SAN DIEGO | 22090 | $896.2M | 16 | 2026-02-28 | → |
| 92 | TRAN CAPITAL MANAGEMENT, L.P. | SAN RAFAEL | 107049 | $890.3M | 7 | 2026-02-28 | → |
| 93 | WESTSIDE INVESTMENT MANAGEMENT, LLC | SANTA MONICA | 154522 | $888.8M | 14 | 2026-02-28 | → |
| 94 | KEYSTONE WEALTH SERVICES, LLC | PALM DESERT | 301924 | $860.7M | 11 | 2026-02-28 | → |
| 95 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 96 | BLUEPOINTE CAPITAL MANAGEMENT, LLC | MENLO PARK | 140262 | $838.1M | 9 | 2025-05-31 | → |
| 97 | MASON & ASSOCIATES, INC. | LOS ANGELES | 141303 | $828.7M | 8 | 2026-01-31 | → |
| 98 | LONGTAIL ALPHA, LLC | NEWPORT BEACH | 282615 | $822.4M | 9 | 2026-02-28 | → |
| 99 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 100 | FINANCIAL FOCUS LLC | CARLSBAD | 282177 | $800.0M | 8 | 2026-01-31 | → |
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