Research Report · 2026-06-30
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
2,395
Total AUM
$24.88T
Median AUM
$446.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | 105247 | $4.28T | 128 | 2026-05-31 | → |
| 2 | CAPITAL RESEARCH AND MANAGEMENT COMPANY | LOS ANGELES | 110885 | $3.75T | 1,417 | 2026-05-31 | → |
| 3 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | NEWPORT BEACH | 104559 | $3.67T | 1,968 | 2026-05-31 | → |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | SAN FRANCISCO | 106753 | $1.72T | 946 | 2026-03-31 | → |
| 5 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | SEATTLE | 114310 | $684.78B | 1,109 | 2026-04-30 | → |
| 6 | FRANKLIN ADVISERS, INC. | SAN MATEO | 104517 | $509.45B | 384 | 2026-05-31 | → |
| 7 | DODGE & COX | SAN FRANCISCO | 104596 | $466.56B | 336 | 2026-04-30 | → |
| 8 | ARES MANAGEMENT LLC | LOS ANGELES | 130074 | $458.82B | 3,990 | 2026-05-31 | → |
| 9 | FINANCIAL ENGINES ADVISORS L.L.C. | SANTA CLARA | 104510 | $326.29B | 1,679 | 2026-03-31 | → |
| 10 | KKR CREDIT ADVISORS (US) LLC | SAN FRANCISCO | 146629 | $270.85B | 609 | 2026-03-31 | → |
| 11 | WESTERN ASSET MANAGEMENT COMPANY, LLC | PASADENA | 110441 | $184.99B | 137 | 2026-06-30 | → |
| 12 | OAKTREE CAPITAL MANAGEMENT, L.P. | LOS ANGELES | 106793 | $183.29B | 905 | 2026-05-31 | → |
| 13 | GLOBAL RETIREMENT PARTNERS LLC | SAN RAFAEL | 172011 | $169.58B | 464 | 2026-06-30 | → |
| 14 | PAYDEN & RYGEL | LOS ANGELES | 107160 | $158.23B | 194 | 2026-03-31 | → |
| 15 | APERIO GROUP, LLC | SAUSALITO | 111616 | $152.13B | 208 | 2026-04-30 | → |
| 16 | WILSHIRE ADVISORS LLC | SANTA MONICA | 6210 | $149.10B | 307 | 2026-06-30 | → |
| 17 | PRIMECAP MANAGEMENT CO | PASADENA | 105516 | $139.34B | 43 | 2026-03-31 | → |
| 18 | CAPITAL BANK AND TRUST COMPANY | IRVINE | 170017 | $139.29B | 121 | 2026-05-31 | → |
| 19 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | MENLO PARK | 161206 | $117.70B | 227 | 2026-05-31 | → |
| 20 | ICONIQ CAPITAL, LLC | SAN FRANCISCO | 159198 | $117.53B | 513 | 2026-04-30 | → |
| 21 | HELLMAN & FRIEDMAN LLC | SAN FRANCISCO | 158614 | $110.42B | 120 | 2026-03-31 | → |
| 22 | STEPSTONE GROUP LP | LA JOLLA | 143635 | $107.82B | 978 | 2026-06-30 | → |
| 23 | A16Z CAPITAL MANAGEMENT, L.L.C. | MENLO PARK | 160489 | $106.48B | 738 | 2026-03-31 | → |
| 24 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | SAN FRANCISCO | 156973 | $106.02B | 643 | 2026-03-31 | → |
| 25 | PATHWAY CAPITAL MANAGEMENT, LP | IRVINE | 108016 | $97.82B | 248 | 2026-06-30 | → |
| 26 | ARES CAPITAL MANAGEMENT LLC | LOS ANGELES | 131619 | $97.62B | 634 | 2026-05-31 | → |
| 27 | WCM INVESTMENT MANAGEMENT, LLC | LAGUNA BEACH | 104702 | $96.77B | 102 | 2026-03-31 | → |
| 28 | ASSETMARK, INC. | CONCORD | 109018 | $91.76B | 859 | 2026-05-31 | → |
| 29 | PANTHEON VENTURES (US) LP | SAN FRANCISCO | 153425 | $87.69B | 129 | 2026-03-31 | → |
| 30 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | SAN FRANCISCO | 108559 | $86.27B | 690 | 2025-01-31 | → |
| 31 | LEONARD GREEN & PARTNERS, L.P. | LOS ANGELES | 158164 | $85.60B | 96 | 2026-03-31 | → |
| 32 | CLEARLAKE CAPITAL GROUP, L.P. | SANTA MONICA | 157920 | $83.56B | 250 | 2026-06-30 | → |
| 33 | SEQUOIA CAPITAL OPERATIONS, LLC | MENLO PARK | 157373 | $82.17B | 168 | 2026-03-31 | → |
| 34 | TCW ASSET MANAGEMENT COMPANY LLC | LOS ANGELES | 105742 | $81.18B | 431 | 2026-05-31 | → |
| 35 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | SEATTLE | 329 | $81.09B | 569 | 2026-03-31 | → |
| 36 | METROPOLITAN WEST ASSET MANAGEMENT LLC | LOS ANGELES | 104571 | $78.52B | 377 | 2026-05-31 | → |
| 37 | RUSSELL INVESTMENT MANAGEMENT, LLC | SEATTLE | 105734 | $68.60B | 569 | 2026-04-30 | → |
| 38 | ALAN D BILLER & ASSOCIATES, INC. | MENLO PARK | 105283 | $65.07B | 51 | 2026-01-31 | → |
| 39 | CAUSEWAY CAPITAL MANAGEMENT LLC | LOS ANGELES | 113308 | $62.24B | 103 | 2026-03-31 | → |
| 40 | IEQ CAPITAL, LLC | FOSTER CITY | 301819 | $56.77B | 266 | 2026-06-30 | → |
| 41 | WORLD INVESTMENT ADVISORS, LLC | SANTA BARBARA | 208512 | $56.28B | 413 | 2026-03-31 | → |
| 42 | BEACON POINTE ADVISORS, LLC | NEWPORT BEACH | 119290 | $54.87B | 780 | 2026-05-31 | → |
| 43 | SB INVESTMENT ADVISERS (US) INC. | MENLO PARK | 286323 | $53.47B | 194 | 2026-06-30 | → |
| 44 | FARALLON CAPITAL MANAGEMENT, L.L.C. | SAN FRANCISCO | 107322 | $52.08B | 355 | 2026-03-31 | → |
| 45 | CAPITAL INTERNATIONAL, INC. | LOS ANGELES | 110682 | $51.92B | 263 | 2026-05-31 | → |
| 46 | GENSTAR CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 156932 | $51.26B | 49 | 2026-04-30 | → |
| 47 | HALL CAPITAL PARTNERS LLC | SAN FRANCISCO | 106759 | $50.30B | 175 | 2025-03-31 | → |
| 48 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | MENLO PARK | 160187 | $50.01B | 132 | 2026-05-31 | → |
| 49 | CRESCENT CAPITAL GROUP LP | LOS ANGELES | 153966 | $49.71B | 239 | 2026-05-31 | → |
| 50 | CLIFFWATER LLC | MARINA DEL REY | 132167 | $48.51B | 213 | 2026-05-31 | → |
| 51 | WEALTHFRONT ADVISERS LLC | PALO ALTO | 148456 | $47.73B | 432 | 2026-05-31 | → |
| 52 | PLATINUM EQUITY ADVISORS, LLC | BEVERLY HILLS | 161491 | $47.72B | 253 | 2026-05-31 | → |
| 53 | FRANCISCO PARTNERS MANAGEMENT, L.P. | SAN FRANCISCO | 160272 | $47.05B | 140 | 2026-03-31 | → |
| 54 | CANTERBURY CONSULTING INCORPORATED | NEWPORT BEACH | 22875 | $45.88B | 64 | 2026-05-31 | → |
| 55 | CHANDLER ASSET MANAGEMENT INC | SAN DIEGO | 107287 | $45.31B | 54 | 2026-03-31 | → |
| 56 | EP WEALTH ADVISORS, LLC. | TORRANCE | 111147 | $45.15B | 618 | 2026-04-30 | → |
| 57 | ARISTOTLE CAPITAL MANAGEMENT, LLC | LOS ANGELES | 109876 | $43.54B | 170 | 2026-04-30 | → |
| 58 | PACIFIC LIFE FUND ADVISORS LLC | NEWPORT BEACH | 105169 | $42.81B | 20 | 2026-03-31 | → |
| 59 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | LOS ANGELES | 312837 | $42.71B | 189 | 2026-05-31 | → |
| 60 | LIDO ADVISORS, LLC | LOS ANGELES | 269866 | $42.50B | 437 | 2026-06-30 | → |
| 61 | CALLAN LLC | SAN FRANCISCO | 107687 | $41.94B | 202 | 2026-03-31 | → |
| 62 | STEPSTONE GROUP REAL ASSETS LP | LA JOLLA | 281695 | $41.48B | 94 | 2026-06-30 | → |
| 63 | PARNASSUS INVESTMENTS, LLC | SAN FRANCISCO | 316904 | $41.09B | 87 | 2026-03-31 | → |
| 64 | BRANDES INVESTMENT PARTNERS, LP | LA JOLLA | 105404 | $40.65B | 149 | 2026-04-30 | → |
| 65 | LOS ANGELES CAPITAL MANAGEMENT LLC | LOS ANGELES | 119033 | $40.58B | 103 | 2026-03-31 | → |
| 66 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 104599 | $39.36B | 134 | 2026-03-31 | → |
| 67 | TCW INVESTMENT MANAGEMENT COMPANY LLC | LOS ANGELES | 106546 | $38.82B | 405 | 2026-05-31 | → |
| 68 | WEALTHSPIRE RETIREMENT, LLC | ALISO VIEJO | 121254 | $38.61B | 244 | 2026-03-31 | → |
| 69 | ACCEL MANAGEMENT CO. L.L.C | PALO ALTO | 331435 | $38.03B | 91 | 2026-03-31 | → |
| 70 | SAGEVIEW ADVISORY GROUP, LLC | NEWPORT BEACH | 126777 | $37.50B | 195 | 2026-03-31 | → |
| 71 | DRAGONEER INVESTMENT GROUP, LLC | SAN FRANCISCO | 161443 | $37.04B | 79 | 2026-05-31 | → |
| 72 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | LOS ANGELES | 114649 | $36.93B | 64 | 2026-03-31 | → |
| 73 | WOODLINE PARTNERS LP | SAN FRANCISCO | 301480 | $36.66B | 102 | 2026-03-31 | → |
| 74 | NEA MANAGEMENT COMPANY, LLC | MENLO PARK | 161004 | $35.58B | 113 | 2026-03-31 | → |
| 75 | GOVERNMENT PORTFOLIO ADVISORS LLC | PORTLAND | 170384 | $35.09B | 10 | 2026-03-31 | → |
| 76 | RUSSELL INVESTMENTS CAPITAL, LLC | SEATTLE | 37550 | $35.03B | 580 | 2026-03-31 | → |
| 77 | STANCORP INVESTMENT ADVISERS, INC. | PORTLAND | 110228 | $34.50B | 81 | 2026-03-31 | → |
| 78 | ALLWORTH FINANCIAL, L.P. | FOLSOM | 111167 | $33.55B | 493 | 2026-03-31 | → |
| 79 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | LOS ANGELES | 159050 | $32.48B | 412 | 2026-05-31 | → |
| 80 | SVB ASSET MANAGEMENT | SAN FRANCISCO | 124567 | $32.32B | 24 | 2026-03-31 | → |
| 81 | FIRST PACIFIC ADVISORS, LP | EL SEGUNDO | 141823 | $32.00B | 73 | 2026-03-31 | → |
| 82 | INVESCO MANAGED ACCOUNTS, LLC | SEATTLE | 154461 | $31.28B | 68 | 2026-06-30 | → |
| 83 | FULLER & THALER ASSET MANAGEMENT INC | SAN MATEO | 107033 | $30.25B | 30 | 2026-03-31 | → |
| 84 | BEACH POINT CAPITAL MANAGEMENT LP | SANTA MONICA | 148885 | $29.77B | 173 | 2026-05-31 | → |
| 85 | VOLEON CAPITAL MANAGEMENT LP | BERKELEY | 147443 | $29.38B | 158 | 2026-05-31 | → |
| 86 | RESEARCH AFFILIATES, LLC | NEWPORT BEACH | 120440 | $27.84B | 66 | 2026-03-31 | → |
| 87 | ARISTOTLE PACIFIC CAPITAL, LLC | NEWPORT BEACH | 298050 | $26.76B | 46 | 2026-03-31 | → |
| 88 | H&H INTERNATIONAL INVESTMENT, LLC | PALO ALTO | 292451 | $25.50B | 2 | 2026-05-31 | → |
| 89 | MAKENA CAPITAL MANAGEMENT, LLC | MENLO PARK | 156855 | $24.28B | 77 | 2026-03-31 | → |
| 90 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | SEATTLE | 111470 | $24.07B | 127 | 2026-05-31 | → |
| 91 | AKKR FUND II MANAGEMENT COMPANY, LP | MENLO PARK | 156498 | $23.81B | 117 | 2026-06-30 | → |
| 92 | HORSLEY BRIDGE PARTNERS LLC | SAN FRANCISCO | 110877 | $23.61B | 45 | 2026-06-30 | → |
| 93 | K1 INVESTMENT MANAGEMENT LLC | MANHATTAN BEACH | 161953 | $23.60B | 75 | 2026-03-31 | → |
| 94 | JORDAN PARK GROUP LLC | SAN FRANCISCO | 287755 | $23.26B | 153 | 2026-06-30 | → |
| 95 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | LOS ANGELES | 108163 | $22.54B | 241 | 2026-03-31 | → |
| 96 | TCMI, INC. | MENLO PARK | 160389 | $22.51B | 79 | 2026-03-31 | → |
| 97 | PRIME FINANCE ADVISOR, L.P. | SAN FRANCISCO | 159971 | $22.22B | 185 | 2026-05-31 | → |
| 98 | STOCKBRIDGE CAPITAL GROUP, LLC | SAN FRANCISCO | 149002 | $21.55B | 183 | 2026-06-30 | → |
| 99 | HIMALAYA CAPITAL MANAGEMENT LLC | SEATTLE | 157594 | $21.39B | 21 | 2026-03-31 | → |
| 100 | PNMAC CAPITAL MANAGEMENT, LLC | WESTLAKE VILLAGE | 147101 | $21.35B | 44 | 2026-02-28 | → |
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