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 | |
|---|---|---|---|---|---|---|---|
| 1001 | PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY | GLENDALE | 106962 | $87.5M | 6 | 2026-06-30 | → |
| 1002 | NORTH BAY WEALTH MANAGEMENT | PETALUMA | 285523 | $107.3M | 2 | 2026-03-31 | → |
| 1003 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC | DANVILLE | 130931 | $543.5M | 1 | 2026-03-31 | → |
| 1004 | RUBICON ADVISORS, GP | REDDING | 174447 | $420.7M | 20 | 2026-02-28 | → |
| 1005 | ROI FINANCIAL ADVISORS, LLC | BEAVERTON | 160100 | $264.2M | 8 | 2026-03-31 | → |
| 1006 | WEALTH TEAMS ALLIANCE INC. | IRVINE | 168907 | $223.9M | 27 | 2026-03-31 | → |
| 1007 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 1008 | ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC | SAN DIEGO | 159094 | $59.2M | 4 | 2026-03-31 | → |
| 1009 | ALBITZ/MILOE AND ASSOCIATES, INC. | TORRANCE | 104777 | $820.6M | 5 | 2026-03-31 | → |
| 1010 | ROWLING & ASSOCIATES LLC | SAN DIEGO | 308292 | $583.0M | 14 | 2026-06-30 | → |
| 1011 | GRIFFIN BLACK, LLC | REDWOOD CITY | 134684 | $355.5M | 9 | 2026-03-31 | → |
| 1012 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | DAVIS | 151765 | $257.6M | 3 | 2026-03-31 | → |
| 1013 | EMERSON EQUITY LLC | SAN MATEO | 130032 | $321.7M | 343 | 2026-04-30 | → |
| 1014 | ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES | PASADENA | 109766 | $510.9M | 5 | 2026-02-28 | → |
| 1015 | HCR WEALTH ADVISORS | LOS ANGELES | 108676 | $1.96B | 20 | 2026-06-30 | → |
| 1016 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | SAN JOSE | 111549 | $116.4M | 5 | 2026-05-31 | → |
| 1017 | VANTAGE WEALTH MANAGEMENT, LLC | SAN MATEO | 152374 | $1.12B | 9 | 2026-03-31 | → |
| 1018 | MAZE INVESTMENTS, LLC | LOS ANGELES | 153913 | $45.7M | 3 | 2026-06-30 | → |
| 1019 | NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC | NEWPORT BEACH | 165451 | $81.8M | 5 | 2026-03-31 | → |
| 1020 | MB GENERATIONAL WEALTH, LLC | SPOKANE | 327967 | $404.4M | 3 | 2026-03-31 | → |
| 1021 | VERIPAX WEALTH MANAGEMENT, INC. | FOLSOM | 139663 | $342.9M | 4 | 2025-04-30 | → |
| 1022 | PRIVATE WEALTH ADVISORS, LLC | FRESNO | 141971 | $451.2M | 6 | 2026-03-31 | → |
| 1023 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 1024 | OPTIVEST, INC. | SAN JUAN CAPISTRANO | 137070 | $319.4M | 4 | 2026-03-31 | → |
| 1025 | PANORAMIC CAPITAL PARTNERS LLC | LAKE OSWEGO | 331349 | $392.7M | 7 | 2026-03-31 | → |
| 1026 | PRAETORIAN WEALTH MANAGEMENT, INC. | CARMEL | 147814 | $598.7M | 8 | 2026-01-31 | → |
| 1027 | KANANI ADVISORY GROUP INC. | IRVINE | 288314 | $288.2M | 8 | 2026-04-30 | → |
| 1028 | PARKSHORE WEALTH MANAGEMENT | GRANITE BAY | 148052 | $517.9M | 10 | 2026-06-30 | → |
| 1029 | LWM ADVISORS INC | EL DORADO HILLS | 146620 | $172.2M | 3 | 2026-03-31 | → |
| 1030 | MADISON AVENUE SECURITIES, LLC | SAN DIEGO | 23224 | $2.02B | 125 | 2026-05-31 | → |
| 1031 | HAVEN CAPITAL GROUP, INC. | WESTLAKE VILLAGE | 149641 | $143.9M | 1 | 2026-03-31 | → |
| 1032 | BARKER WEALTH MANAGEMENT, LLC | CAMAS | 226768 | $240.6M | 2 | 2026-03-31 | → |
| 1033 | HAYDEN CAPITAL LLC | LOS ANGELES | 283201 | $60.9M | 1 | 2025-07-31 | → |
| 1034 | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | SAN RAMON | 110152 | $2.26B | 14 | 2026-05-31 | → |
| 1035 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | BURBANK | 130734 | $358.4M | 12 | 2026-05-31 | → |
| 1036 | BELL & BROWN WEALTH ADVISORS, LLC | NEWPORT BEACH | 175419 | $486.8M | 3 | 2026-02-28 | → |
| 1037 | RETIREMENT CAPITAL STRATEGIES, INC. | SAN JOSE | 139009 | $305.2M | 6 | 2026-04-30 | → |
| 1038 | WEALTHGUARD ADVISORS, INC. | PLACERVILLE | 297192 | $172.4M | 5 | 2026-03-31 | → |
| 1039 | RJ PATTERSON CAPITAL INVESTMENT GROUP INC. | SAN DIEGO | 281752 | $142.4M | 5 | 2026-06-30 | → |
| 1040 | WARD & ASSOCIATES | SAN DIEGO | 107878 | $187.2M | 2 | 2026-06-30 | → |
| 1041 | GRANITE CAPITAL MANAGEMENT, LLC | OAKLAND | 141743 | $314.6M | 2 | 2026-04-30 | → |
| 1042 | STILLWATER CAPITAL MANAGEMENT, CORP | CARMEL-BY-THE-SEA | 313075 | $102.5M | 3 | 2026-06-30 | → |
| 1043 | GILBERT GREG RIA, LLC | OAKLAND | 304981 | $174.0M | 35 | 2026-05-31 | → |
| 1044 | CPWA LLC | HOOD RIVER | 322424 | $185.5M | 3 | 2026-03-31 | → |
| 1045 | MKT AND ASSOCIATES LLC | TACOMA | 329889 | $378.7M | 6 | 2026-05-31 | → |
| 1046 | APPLE & ASSOCIATES | GRASS VALLEY | 126849 | $137.7M | 4 | 2026-03-31 | → |
| 1047 | INFANGER INVESTMENT TECHNOLOGY, LLC | MOUNTAIN VIEW | 112328 | $494.9M | 2 | 2026-03-31 | → |
| 1048 | OREGON PACIFIC WEALTH MANAGEMENT, LLC | MEDFORD | 283958 | $156.3M | 5 | 2026-01-31 | → |
| 1049 | WEALTH ADVISORS NORTHWEST LLC | PORTLAND | 284468 | $354.3M | 8 | 2026-03-31 | → |
| 1050 | BOLTWOOD CAPITAL MANAGEMENT | WALNUT CREEK | 110293 | $502.5M | 2 | 2026-04-30 | → |
| 1051 | STOLZ & ASSOCIATES, PS | TACOMA | 117216 | $282.2M | 5 | 2026-02-28 | → |
| 1052 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | BEVERLY HILLS | 104695 | $187.0M | 3 | 2026-03-31 | → |
| 1053 | MAINSAIL FINANCIAL GROUP, LLC | BELLEVUE | 317970 | $403.9M | 12 | 2026-06-30 | → |
| 1054 | SELKIRK WEALTH ADVISORS, LLC | SPOKANE | 173605 | $184.4M | 4 | 2026-03-31 | → |
| 1055 | MCNAUGHTON WEALTH MANAGEMENT, LLC | SAN DIEGO | 300330 | $291.6M | 6 | 2026-03-31 | → |
| 1056 | ORCA INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 144377 | $211.7M | 7 | 2026-05-31 | → |
| 1057 | R.H. DINEL INVESTMENT COUNSEL,INC. | LOS ANGELES | 106688 | $153.5M | 2 | 2026-03-31 | → |
| 1058 | WEALTHSPRING PARTNERS, LLC | LONG BEACH | 322756 | $370.2M | 7 | 2026-06-30 | → |
| 1059 | BRICKLEY WEALTH MANAGEMENT | SAN MATEO | 287487 | $950.1M | 7 | 2026-05-31 | → |
| 1060 | TABR CAPITAL MANAGEMENT, LLC | ORANGE | 129959 | $241.2M | 3 | 2026-03-31 | → |
| 1061 | SAMARA INVESTMENT MANAGEMENT, LLC | BEAVERTON | 336178 | $123.0M | 2 | 2026-03-31 | → |
| 1062 | MURRAY FINANCIAL SERVICES, INC | CHICO | 176528 | $134.0M | 3 | 2026-03-31 | → |
| 1063 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 1064 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 1065 | CHANGING PARAMETERS, LLC | LOS ALTOS | 132551 | $105.4M | 4 | 2026-03-31 | → |
| 1066 | STRATEGIC WEALTH CAPITAL, LLC | SAN FRANCISCO | 326299 | $238.4M | 5 | 2026-03-31 | → |
| 1067 | BLOM & HOWELL FINANCIAL PLANNING, INC. | MODESTO | 311830 | $161.5M | 3 | 2026-05-31 | → |
| 1068 | HURLEY FINANCIAL GROUP, INC. | CORVALLIS | 108983 | $406.5M | 6 | 2026-03-31 | → |
| 1069 | BRAVE NEW WEALTH, LLC | WESTLAKE VILLAGE | 336030 | $31.1M | 1 | 2025-11-30 | → |
| 1070 | INDEPENDENT PROGRESSIVE ADVISORS, LLC | PORTLAND | 139649 | $115.2M | 2 | 2025-04-30 | → |
| 1071 | MAINSTREAM CAPITAL MANAGEMENT LLC | LOS ANGELES | 297145 | $224.0M | 4 | 2026-03-31 | → |
| 1072 | COOKE WEALTH MANAGEMENT, LLC | IRVINE | 127309 | $136.9M | 3 | 2026-02-28 | → |
| 1073 | CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW | 29775 | $196.8M | 14 | 2026-06-30 | → |
| 1074 | LYNCH FINANCIAL ADVISORS, INC | ROSEVILLE | 342560 | $108.6M | 3 | 2026-06-30 | → |
| 1075 | CORE WEALTH PARTNERS LLC | SANTA ROSA | 322365 | $393.2M | 5 | 2026-02-28 | → |
| 1076 | EBERT CAPITAL MANAGEMENT INC. | EUREKA | 155169 | $116.3M | 3 | 2026-05-31 | → |
| 1077 | NAVIGOE, LLC | REDONDO BEACH | 168716 | $407.8M | 3 | 2026-05-31 | → |
| 1078 | STONEBRIDGE FINANCIAL GROUP, LLC | SAN RAFAEL | 340200 | $896.0M | 21 | 2026-04-30 | → |
| 1079 | WILLNER & HELLER LLC | ENCINO | 135406 | $193.1M | 3 | 2026-06-30 | → |
| 1080 | ALLIANCE ADVISORY & SECURITIES, LLC | WESTLAKE VILLAGE | 18835 | $687.4M | 21 | 2026-04-30 | → |
| 1081 | RANGE FINANCIAL GROUP, LLC | TIGARD | 290001 | $408.1M | 9 | 2026-06-30 | → |
| 1082 | FC WEALTH, INC. | BELLEVUE | 333296 | $146.0M | 2 | 2026-02-28 | → |
| 1083 | NRI WEALTH MANAGEMENT, LLC | SANTA CLARA | 162234 | $309.8M | 2 | 2026-03-31 | → |
| 1084 | FINANCIAL ADVISORS NETWORK, INC. | TUSTIN | 152083 | $1.11B | 22 | 2026-03-31 | → |
| 1085 | LIGHTHOUSE FINANCIAL SERVICES INC | BREA | 110367 | $429.8M | 6 | 2026-01-31 | → |
| 1086 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 1087 | MAREST CAPITAL, LLC | ENCINO | 315958 | $239.8M | 3 | 2026-02-28 | → |
| 1088 | DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. | IRVINE | 300058 | $107.4M | 2 | 2026-03-31 | → |
| 1089 | OPES WEALTH MANAGEMENT, LLC | MENLO PARK | 299704 | $822.3M | 8 | 2026-05-31 | → |
| 1090 | ADVANCED FINANCIAL STRATEGIES INC | IRVINE | 108296 | $251.7M | 6 | 2026-03-31 | → |
| 1091 | NELSON SECURITIES,INC. | SPOKANE | 14377 | $272.0M | 15 | 2025-07-31 | → |
| 1092 | DEDORA CAPITAL, INC. | NAPA | 177523 | $550.7M | 12 | 2026-03-31 | → |
| 1093 | REDWOOD COAST FINANCIAL PARTNERS | EUREKA | 226560 | $151.8M | 4 | 2026-01-31 | → |
| 1094 | ZERMATT WEALTH PARTNERS LLC | SAN DIEGO | 105736 | $158.4M | 6 | 2026-06-30 | → |
| 1095 | CAPITAL ADVANTAGE, INC. | WALNUT CREEK | 108985 | $1.28B | 16 | 2026-03-31 | → |
| 1096 | KINETIC INVESTMENT MANAGEMENT, INC. | LOS ANGELES | 283034 | $450.9M | 39 | 2026-06-30 | → |
| 1097 | RED SEVEN | ESCONDIDO | 168542 | $104.4M | 4 | 2026-06-30 | → |
| 1098 | VERNAL POINT ADVISORS, LLC | SAN FRANCISCO | 166587 | $3.94B | 25 | 2026-03-31 | → |
| 1099 | HALL CAPITAL, LLC | PASADENA | 153961 | $180.0M | 3 | 2026-03-31 | → |
| 1100 | MARIN WEALTH ADVISORS LLC | SAN RAFAEL | 123237 | $69.4M | 3 | 2026-06-30 | → |
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