Research Report · 2026-06-30
Institutional Registered Investment Advisers in the West Coast
SEC-registered investment advisers in the West Coast ranked by reported institutional client assets.
Firms
1,395
Total AUM
$22.20T
Median AUM
$479.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | BALANCE CASH MANAGEMENT INC. | SAN FRANCISCO | 333867 | $11.6M | 10 | 2026-04-30 | → |
| 902 | CS PLANNING CORP | PORTLAND | 149937 | $1.96B | 60 | 2026-06-30 | → |
| 903 | SOLANO WEALTH INVESTMENT ADVISORS, LLC | FAIRFIELD | 322037 | $331.9M | 7 | 2026-02-28 | → |
| 904 | AXIA WEALTH MANAGEMENT INC | BEND | 155890 | $148.0M | 3 | 2026-06-30 | → |
| 905 | MOSER WEALTH ADVISORS, LLC | BELLEVUE | 117399 | $279.0M | 3 | 2025-03-31 | → |
| 906 | CQ WEALTH ADVISORS, INC. | SAN DIEGO | 313833 | $263.3M | 4 | 2026-01-31 | → |
| 907 | SONOMA ALLOCATIONS LLC | SANTA ROSA | 335435 | $350.0M | 4 | 2026-04-30 | → |
| 908 | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA | 137724 | $266.7M | 6 | 2025-03-31 | → |
| 909 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | SAN DIEGO | 295339 | $283.4M | 2 | 2026-02-28 | → |
| 910 | CAPITAL FINANCIAL PLANNERS, LLC | SALEM | 310168 | $284.8M | 5 | 2026-03-31 | → |
| 911 | PACIFIC CAPITAL WEALTH ADVISORS, INC. | CORONA | 159294 | $668.6M | 9 | 2026-03-31 | → |
| 912 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | BERKELEY | 285538 | $312.1M | 3 | 2026-03-31 | → |
| 913 | AFFINITY CAPITAL ADVISORS LLC | BERKELEY | 166226 | $851.3M | 11 | 2026-03-31 | → |
| 914 | HILLBERG CAPITAL MANAGEMENT, LLC | TURLOCK | 130291 | $103.9M | 2 | 2026-05-31 | → |
| 915 | TRANSGLOBAL ADVISORY, LLC | MONROVIA | 168709 | $58.3M | 28 | 2026-06-30 | → |
| 916 | MPWA, INC. | BAKERSFIELD | 148484 | $140.8M | 3 | 2026-04-30 | → |
| 917 | KAIZEN FINANCIAL STRATEGIES, LLC | PLEASANTON | 298248 | $287.1M | 5 | 2026-03-31 | → |
| 918 | INVESTLINC WEALTH SERVICES, LLC | BREA | 332607 | $115.6M | 3 | 2026-06-30 | → |
| 919 | CARMEL CAPITAL MANAGEMENT L.L.C. | CARMEL | 120675 | $392.0M | 6 | 2026-02-28 | → |
| 920 | INTELLIGENCE DRIVEN ADVISERS, LLC | CARLSBAD | 299589 | $881.9M | 22 | 2026-03-31 | → |
| 921 | THREE ARCH WEALTH MANAGEMENT LLC | IRVINE | 333733 | $662.4M | 5 | 2026-06-30 | → |
| 922 | TIDEMARK, LLC | SAN DIEGO | 327611 | $462.5M | 12 | 2026-06-30 | → |
| 923 | CRYSTAL COVE ASSET MANAGEMENT, LLC | NEWPORT BEACH | 289810 | $135.2M | 2 | 2026-03-31 | → |
| 924 | BOONE WEALTH ADVISORS, LLC | BELLEVUE | 116682 | $506.8M | 9 | 2026-03-31 | → |
| 925 | PURE FINANCIAL ADVISORS, LLC | SAN DIEGO | 144316 | $11.05B | 204 | 2026-02-28 | → |
| 926 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | SPOKANE | 115877 | $591.6M | 16 | 2025-12-31 | → |
| 927 | CATALYST WEALTH ADVISORS LLC | NEWPORT BEACH | 297503 | $167.2M | 2 | 2026-03-31 | → |
| 928 | PROSPERITY FINANCIAL GROUP, INC. | SAN RAMON | 339321 | $503.0M | 10 | 2026-03-31 | → |
| 929 | D. M. BRENNER, INC. | SOLANA BEACH | 134398 | $193.6M | 5 | 2026-03-31 | → |
| 930 | SEVEN POST INVESTMENT OFFICE LP | SAN FRANCISCO | 157435 | $9.61B | 22 | 2026-03-31 | → |
| 931 | STONEBRIDGE CAPITAL MANAGEMENT INC | LOS ANGELES | 106073 | $268.7M | 5 | 2026-04-30 | → |
| 932 | FULLER INVESTMENT MANAGEMENT COMPANY | PASADENA | 167467 | $264.5M | 9 | 2026-02-28 | → |
| 933 | WIMMER ASSOCIATES I, LLC | PASADENA | 125243 | $475.9M | 4 | 2026-04-30 | → |
| 934 | LAKE AVENUE FINANCIAL LLC | PASADENA | 315746 | $154.7M | 5 | 2026-03-31 | → |
| 935 | WESTSHORE WEALTH, LLC | NEWPORT BEACH | 283843 | $662.4M | 10 | 2026-03-31 | → |
| 936 | PHILLIP B. WHITE CO., INC. | SAN LUIS OBISPO | 300623 | $318.7M | 2 | 2026-03-31 | → |
| 937 | PALOUSE CAPITAL MANAGEMENT, INC. | SPOKANE | 104573 | $408.5M | 3 | 2026-04-30 | → |
| 938 | NORTHWEST QUADRANT, LLC | BEND | 158455 | $579.7M | 3 | 2026-03-31 | → |
| 939 | NOVAWAVE CAPITAL LLC | MENLO PARK | 333205 | $90.0M | 4 | 2026-04-30 | → |
| 940 | PAAMCO PRISMA, LLC | NEWPORT BEACH | 108989 | $14.45B | 37 | 2026-05-31 | → |
| 941 | OMEGA FINANCIAL GROUP, LLC | SANTA BARBARA | 164147 | $552.4M | 6 | 2026-06-30 | → |
| 942 | PURE PORTFOLIOS HOLDINGS LLC | LAKE OSWEGO | 311002 | $360.5M | 6 | 2025-01-31 | → |
| 943 | ROOF EIDAM MAYCOCK PERALTA LLC | SAN FRANCISCO | 106696 | $804.9M | 10 | 2026-02-28 | → |
| 944 | RHS FINANCIAL, LLC | SAN FRANCISCO | 149435 | $219.8M | 2 | 2026-04-30 | → |
| 945 | WEALTH ANALYTICS PARTNERS, LLC | SAN DIEGO | 140115 | $316.0M | 6 | 2026-06-30 | → |
| 946 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 947 | HAMILTON WEALTH, LLC | LOS ANGELES | 289462 | $697.8M | 4 | 2026-03-31 | → |
| 948 | CASTLE ROCK WEALTH MANAGEMENT, LLC | WALNUT CREEK | 199513 | $587.1M | 7 | 2026-03-31 | → |
| 949 | RINKEY INVESTMENTS | SAN DIEGO | 149576 | $471.1M | 14 | 2026-05-31 | → |
| 950 | CAVU WEALTH MANAGEMENT INC. | LAKESIDE | 299089 | $208.8M | 7 | 2026-03-31 | → |
| 951 | DESMOND WEALTH MANAGEMENT, INC. | WALNUT CREEK | 118200 | $145.0M | 2 | 2026-03-31 | → |
| 952 | FELL CAPITAL MANAGEMENT | NEWPORT BEACH | 104986 | $161.8M | 1 | 2026-03-31 | → |
| 953 | FINANCIAL PLAN, INC. | BELLINGHAM | 116073 | $1.60B | 12 | 2026-03-31 | → |
| 954 | ORIN GREEN FINANCIAL, LLC | SAN DIEGO | 285670 | $528.8M | 7 | 2026-03-31 | → |
| 955 | NEWBURY CAPITAL MANAGEMENT, LLC | SOUTH PASADENA | 148516 | $154.1M | 5 | 2026-03-31 | → |
| 956 | LEGACY PCG, LLC | NEWPORT | 283909 | $139.8M | 2 | 2026-03-31 | → |
| 957 | NORTHERN CAPITAL MANAGEMENT, INC. | SPOKANE | 111379 | $526.7M | 11 | 2026-03-31 | → |
| 958 | SIERRA PACIFIC PRIVATE WEALTH, LLC | PLEASANTON | 131738 | $245.9M | 7 | 2026-02-28 | → |
| 959 | LEEDS CAPITAL GROUP, LLC | SAN DIEGO | 327004 | $179.7M | 2 | 2026-04-30 | → |
| 960 | CAPITAL PLANNING, LLC | BELLEVUE | 169470 | $617.7M | 12 | 2026-03-31 | → |
| 961 | ONE DEGREE ADVISORS, INC. | SAN DIEGO | 170392 | $489.0M | 6 | 2026-05-31 | → |
| 962 | DECAMILLA CAPITAL MANAGEMENT LLC | SACRAMENTO | 108027 | $162.9M | 2 | 2026-03-31 | → |
| 963 | ENSPIRE WEALTH MANAGEMENT, LLC | SANTA ROSA | 325723 | $119.3M | 3 | 2026-02-28 | → |
| 964 | PRESIDIO CAPITAL MANAGEMENT, LLC | SAN DIEGO | 304501 | $498.9M | 14 | 2026-03-31 | → |
| 965 | ENTRUITY WEALTH, LLC | BAKERSFIELD | 288331 | $171.3M | 4 | 2026-03-31 | → |
| 966 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WESTLAKE VILLAGE | 324173 | $342.8M | 8 | 2026-04-30 | → |
| 967 | GASBER FINANCIAL ADVISORS, INC | FOLSOM | 157329 | $177.7M | 4 | 2026-02-28 | → |
| 968 | KETRON FINANCIAL LLC | NOVATO | 330807 | $384.0M | 5 | 2026-05-31 | → |
| 969 | WEALTH MANAGEMENT & BUSINESS CONCEPTS | IRVINE | 124462 | $116.2M | 3 | 2025-01-31 | → |
| 970 | TFS ADVISORS, LLC | EDMONDS | 167653 | $161.2M | 3 | 2026-03-31 | → |
| 971 | LIGHT CAPITAL LLC | SANTA MONICA | 323373 | $135.3M | 2 | 2026-03-31 | → |
| 972 | PORTFOLIO STRATEGIES INC | TACOMA | 104685 | $50.2M | 5 | 2026-03-31 | → |
| 973 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | SPOKANE | 330611 | $174.6M | 4 | 2026-01-31 | → |
| 974 | BETA WEALTH GROUP, INC | SAN DIEGO | 165224 | $460.3M | 3 | 2026-06-30 | → |
| 975 | CAPSTONE INVESTMENT GROUP, LLC | OLYMPIA | 159918 | $176.4M | 13 | 2026-03-31 | → |
| 976 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | KIRKLAND | 318092 | $117.1M | 1 | 2026-02-28 | → |
| 977 | KONDO WEALTH ADVISORS, INC | PASADENA | 175347 | $365.1M | 8 | 2026-03-31 | → |
| 978 | FLC CAPITAL ADVISORS | PALM DESERT | 111822 | $822.2M | 9 | 2026-04-30 | → |
| 979 | WESTEND CAPITAL MANAGEMENT, LLC. | SAUSALITO | 120545 | $436.2M | 5 | 2026-03-31 | → |
| 980 | OPAL ADVISORS, LLC | BELLEVUE | 164014 | $174.0M | 6 | 2026-03-31 | → |
| 981 | ZUCKERMAN CAPITAL MANAGEMENT, LLC | LOS ANGELES | 148549 | $123.5M | 2 | 2026-04-30 | → |
| 982 | MILLENNIUM INVESTMENT SERVICES | VAN NUYS | 108744 | $153.9M | 3 | 2026-03-31 | → |
| 983 | CAREY CONSULTING WEALTH MANAGEMENT, INC. | SAN RAMON | 173885 | $222.8M | 3 | 2026-02-28 | → |
| 984 | MUNDOVAL CAPITAL MANAGEMENT, INC. | LA JOLLA | 132553 | $91.9M | 3 | 2026-02-28 | → |
| 985 | RUNDE & CO. LLC | SEATTLE | 106383 | $209.5M | 2 | 2026-03-31 | → |
| 986 | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SAN DIEGO | 170093 | $235.7M | 8 | 2026-05-31 | → |
| 987 | ATALA FINANCIAL INC | CALABASAS | 318371 | $370.7M | 3 | 2026-03-31 | → |
| 988 | ALESSANDRA CAPITAL MANAGEMENT, LLC | TORRANCE | 123305 | $153.5M | 3 | 2026-03-31 | → |
| 989 | OAK ASSET MANAGEMENT, LLC | WESTLAKE VILLAGE | 287856 | $413.8M | 4 | 2026-02-28 | → |
| 990 | TOTAL WEALTH SOLUTIONS, INC. | LOS ALTOS | 327794 | $148.0M | 2 | 2026-05-31 | → |
| 991 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | OLYMPIA | 160581 | $142.9M | 2 | 2026-05-31 | → |
| 992 | HALLETT INVESTMENTS, LLC | PORT ANGELES | 306187 | $157.9M | 5 | 2026-03-31 | → |
| 993 | LITTLEJOHN FINANCIAL SERVICES, INC | ROSEBURG | 155113 | $171.3M | 8 | 2026-02-28 | → |
| 994 | FRANK, RIMERMAN ADVISORS LLC | PALO ALTO | 124147 | $3.40B | 5 | 2026-03-31 | → |
| 995 | SILVER OAK ADVISORY GROUP, INC. | PORTLAND | 108298 | $418.9M | 8 | 2026-06-30 | → |
| 996 | SKY VISION WEALTH MANAGEMENT CORP. | IRVINE | 317320 | $52.8M | 2 | 2026-03-31 | → |
| 997 | WOMACK WEALTH MANAGEMENT, INC. | MANHATTAN BEACH | 146126 | $406.9M | 7 | 2026-06-30 | → |
| 998 | NEWGROUND SOCIAL INVESTMENT, SPC | SEATTLE | 117060 | $161.1M | 3 | 2026-03-31 | → |
| 999 | MACLEAN CAPITAL ADVISORS, LLC | INDIAN WELLS | 156978 | $222.1M | 3 | 2026-02-28 | → |
| 1000 | BINGHAM PRIVATE WEALTH, LLC | SAN FRANCISCO | 330598 | $232.4M | 6 | 2026-06-30 | → |
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