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 | |
|---|---|---|---|---|---|---|---|
| 1101 | VISTA ADVISOR GROUP, LLC | WALNUT CREEK | 307268 | $314.6M | 5 | 2026-02-28 | → |
| 1102 | O'BRIEN INVESTMENT MANAGEMENT, LLC | TORRANCE | 284057 | $254.3M | 3 | 2026-03-31 | → |
| 1103 | GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC | SAN DIEGO | 290153 | $120.0M | 2 | 2026-04-30 | → |
| 1104 | CHARLES FISH INVESTMENTS, INC. | IRVINE | 110445 | $331.3M | 5 | 2026-03-31 | → |
| 1105 | SORRENTO PACIFIC FINANCIAL, LLC | SAN DIEGO | 127787 | $222.3M | 248 | 2025-08-31 | → |
| 1106 | SUPERIOR PLANNING, LLC | SAN DIEGO | 130711 | $349.6M | 12 | 2026-06-30 | → |
| 1107 | LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | GRANITE BAY | 319078 | $149.8M | 2 | 2026-05-31 | → |
| 1108 | HARLOW WEALTH MANAGEMENT, INC. | VANCOUVER | 148315 | $419.4M | 16 | 2026-03-31 | → |
| 1109 | BERESH, PATRICK MICHAEL | LARKSPUR | 137495 | $117.2M | 1 | 2026-02-28 | → |
| 1110 | LAWRENCE W. KELLY & ASSOCIATES, INC. | PASADENA | 106635 | $540.1M | 5 | 2026-03-31 | → |
| 1111 | LIFEPRO ASSET MANAGEMENT, LLC | SAN DIEGO | 285252 | $311.3M | 42 | 2025-01-31 | → |
| 1112 | COMPREHENSIVE WEALTH MANAGEMENT, LLC | LYNNWOOD | 116958 | $338.4M | 11 | 2026-03-31 | → |
| 1113 | WFA OF SAN DIEGO, LLC | SAN DIEGO | 307404 | $206.9M | 5 | 2026-06-30 | → |
| 1114 | TME FINANCIAL, INC. | HUNTINGTON BEACH | 322851 | $153.1M | 3 | 2026-03-31 | → |
| 1115 | J.P. KING ADVISORS, INC. | WALNUT CREEK | 112109 | $889.7M | 7 | 2026-03-31 | → |
| 1116 | PARKER FINANCIAL LLC | SILVERDALE | 144293 | $272.0M | 5 | 2026-03-31 | → |
| 1117 | AF ADVISORS, INC. | SACRAMENTO | 149683 | $479.8M | 2 | 2026-03-31 | → |
| 1118 | UNION SQUARE INVESTMENT CO | SAN FRANCISCO | 111776 | $361.2M | 7 | 2026-03-31 | → |
| 1119 | HARBOR HILLS, INC. | MONTECITO | 312691 | $128.0M | 3 | 2026-03-31 | → |
| 1120 | BRIGHTPATH WEALTH PLANNING, LLC | CAMARILLO | 160563 | $205.8M | 5 | 2026-03-31 | → |
| 1121 | MY LEGACY ADVISORS, LLC | BEND | 290675 | $333.1M | 10 | 2025-11-30 | → |
| 1122 | SONOMA PRIVATE WEALTH LLC | NOVATO | 308547 | $158.5M | 6 | 2026-05-31 | → |
| 1123 | BOYER FINANCIAL SERVICES, INC. | NEWPORT BEACH | 331868 | $167.0M | 7 | 2026-03-31 | → |
| 1124 | FAIRBANKS CAPITAL MANAGEMENT, INC. | RANCHO SANTA FE | 107650 | $210.6M | 5 | 2026-03-31 | → |
| 1125 | WAYPOINT WEALTH PARTNERS, INC. | MILL VALLEY | 131155 | $1.07B | 12 | 2025-03-31 | → |
| 1126 | CONNECTED WEALTH SOLUTIONS, LLC | LA GRANDE | 277111 | $226.4M | 3 | 2026-02-28 | → |
| 1127 | DELTA INVESTMENT MANAGEMENT, LLC | SAN FRANCISCO | 149596 | $856.7M | 25 | 2026-04-30 | → |
| 1128 | MARRICK WEALTH, LLC | IRVINE | 164758 | $215.6M | 3 | 2026-05-31 | → |
| 1129 | BENNINGFIELD FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 134950 | $284.3M | 3 | 2026-02-28 | → |
| 1130 | CERDA MUNOZ ADVISORS, INC | WHITTIER | 170784 | $265.7M | 7 | 2026-03-31 | → |
| 1131 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | PORTLAND | 338939 | $359.5M | 3 | 2026-03-31 | → |
| 1132 | VICKERMAN INVESTMENT ADVISORS, INC. | SPOKANE | 313240 | $632.3M | 7 | 2026-02-28 | → |
| 1133 | ARCHER POINTE WEALTH MANAGEMENT, LLC | DAVIS | 308777 | $185.6M | 2 | 2026-03-31 | → |
| 1134 | ALETHEIAN WEALTH ADVISORS LLC | BELLEVUE | 304623 | $412.5M | 6 | 2026-02-28 | → |
| 1135 | TOWERPOINT WEALTH, LLC | SACRAMENTO | 288593 | $561.3M | 9 | 2026-06-30 | → |
| 1136 | PACIFIC CAPITAL ASSOCIATES, INC. | SAN DIEGO | 160407 | $258.8M | 6 | 2026-04-30 | → |
| 1137 | ANCHOR BAY CAPITAL, INC. | CARLSBAD | 116913 | $247.1M | 6 | 2026-03-31 | → |
| 1138 | MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC | CAMPBELL | 118319 | $338.1M | 4 | 2026-04-30 | → |
| 1139 | MONTCALM TCR LLC | SAN FRANCISCO | 164521 | $237.5M | 4 | 2026-03-31 | → |
| 1140 | BEYOND FINANCIAL SERVICES | FREMONT | 286350 | $176.7M | 4 | 2026-02-28 | → |
| 1141 | RICHEY ADVISORS, INC. | PLACENTIA | 277137 | $159.7M | 5 | 2026-04-30 | → |
| 1142 | JPC WEALTH MANAGEMENT, INC. | PETALUMA | 120267 | $312.7M | 3 | 2026-06-30 | → |
| 1143 | PACHIRA INVESTMENTS, INC. | DANA POINT | 164405 | $343.9M | 5 | 2026-03-31 | → |
| 1144 | CORNERSTONE WEALTH ADVISORS, INC. | CARLSBAD | 309544 | $145.6M | 4 | 2026-02-28 | → |
| 1145 | BERNARD & JOHNSON, LLC | PASADENA | 283871 | $113.1M | 2 | 2026-02-28 | → |
| 1146 | ALCOSTA CAPITAL MANAGEMENT, INC. | SAN RAMON | 128679 | $210.2M | 2 | 2026-03-31 | → |
| 1147 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | SAN DIEGO | 286567 | $780.4M | 11 | 2026-03-31 | → |
| 1148 | UTA LLC | VANCOUVER | 315427 | $214.6M | 2 | 2026-01-31 | → |
| 1149 | ELMWOOD WEALTH MANAGEMENT, INC. | BERKELEY | 165639 | $477.9M | 6 | 2026-05-31 | → |
| 1150 | KENSINGTON INVESTMENT COUNSEL, LLC | LONG BEACH | 108012 | $310.2M | 4 | 2026-03-31 | → |
| 1151 | PRIVATE PORTFOLIOS, INC. | SAN MATEO | 111905 | $293.5M | 3 | 2026-01-31 | → |
| 1152 | SONATA CAPITAL GROUP INC | SEATTLE | 111277 | $360.7M | 5 | 2026-03-31 | → |
| 1153 | SESTANTE WEALTH MANAGEMENT, LLC | CORONADO | 335152 | $433.9M | 4 | 2026-04-30 | → |
| 1154 | FINANCIAL INSIGHTS INC | TACOMA | 108797 | $746.7M | 16 | 2026-06-30 | → |
| 1155 | COPIA WEALTH MANAGEMENT, LLC | BEND | 281873 | $157.5M | 4 | 2026-02-28 | → |
| 1156 | NORTHWEST WEALTH ADVISORS, LLC | BELLINGHAM | 327641 | $304.5M | 10 | 2026-05-31 | → |
| 1157 | STEPHENSON AND COMPANY, INC. | SAN CLEMENTE | 111453 | $447.0M | 5 | 2026-03-31 | → |
| 1158 | ORCHARD CITY WEALTH MANAGEMENT, LLC | LOS GATOS | 292274 | $116.1M | 3 | 2026-05-31 | → |
| 1159 | WEINAND FINANCIAL, INC. | LACEY | 328590 | $610.4M | 5 | 2026-03-31 | → |
| 1160 | PACE FINANCIAL ADVISORS, INC. | HILLSBORO | 318359 | $362.1M | 9 | 2026-04-30 | → |
| 1161 | BELLINGHAM CAPITAL MANAGEMENT, INC. | BELLINGHAM | 151684 | $149.2M | 5 | 2026-06-30 | → |
| 1162 | THE WEALTHGARDEN F.S. LLC | EL SEGUNDO | 311927 | $227.6M | 5 | 2026-03-31 | → |
| 1163 | MARIN CAPITAL MANAGEMENT, LLC | NOVATO | 136075 | $170.8M | 7 | 2026-05-31 | → |
| 1164 | PETIX & BOTTE COMPANY | LA MESA | 170020 | $411.9M | 4 | 2026-03-31 | → |
| 1165 | KERR FINANCIAL PLANNING CORPORATION | FRESNO | 277142 | $131.0M | 5 | 2026-05-31 | → |
| 1166 | SEEK FIRST INC. | CAMPBELL | 312546 | $251.0M | 6 | 2026-05-31 | → |
| 1167 | ROSENBLUM SILVERMAN SUTTON SF INC | SAN FRANCISCO | 105774 | $486.6M | 5 | 2026-02-28 | → |
| 1168 | PACIFIC PARK FINANCIAL, INC. | LAGUNA HILLS | 122867 | $221.6M | 2 | 2026-03-31 | → |
| 1169 | MAYFIELD ADVISORS, INC. | PALO ALTO | 144072 | $143.5M | 4 | 2026-03-31 | → |
| 1170 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 1171 | FORTRESS WEALTH MANAGEMENT, INC. | CULVER CITY | 110279 | $269.3M | 4 | 2025-12-31 | → |
| 1172 | SUNSTONE ADVISORS, LLC | IRVINE | 324002 | $122.8M | 25 | 2026-03-31 | → |
| 1173 | TRAVEKA WEALTH, LLC | LOS ALTOS | 328421 | $730.8M | 7 | 2026-02-28 | → |
| 1174 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | 313103 | $808.9M | 5 | 2026-03-31 | → |
| 1175 | ARROW WEALTH ADVISORS, INC. | AUBURN | 290853 | $121.2M | 2 | 2026-06-30 | → |
| 1176 | VICTUS CAPTIAL WEALTH, LLC | SANTA MONICA | 154899 | $280.1M | 4 | 2026-03-31 | → |
| 1177 | VERGEPOINTE WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 151425 | $283.3M | 4 | 2026-03-31 | → |
| 1178 | CONFIDENCE WEALTH MANAGEMENT, INC. | LOS ANGELES | 127383 | $454.1M | 19 | 2026-03-31 | → |
| 1179 | SUMMIT WEALTH MANAGEMENT GROUP, INC. | CAMARILLO | 170029 | $249.5M | 6 | 2026-04-30 | → |
| 1180 | TRADEWINDS CAPITAL MANAGEMENT, LLC | BELLINGHAM | 145934 | $727.3M | 10 | 2026-03-31 | → |
| 1181 | COOPER CAPITAL ADVISORS, LLC | ENCINITAS | 305121 | $282.9M | 4 | 2026-02-28 | → |
| 1182 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. | BOTHELL | 116667 | $137.3M | 2 | 2026-02-28 | → |
| 1183 | STEELHEAD PARTNERS,LLC | SEATTLE | 116569 | $2.51B | 12 | 2026-03-31 | → |
| 1184 | BLUE SKY CAPITAL CONSULTANTS GROUP, INC. | POWAY | 329575 | $306.3M | 7 | 2026-02-28 | → |
| 1185 | STITES FINANCIAL CONSULTING | WILTON | 293058 | $132.3M | 2 | 2026-03-31 | → |
| 1186 | KOENIG INVESTMENT ADVISORY, LLC | ASHLAND | 311422 | $258.2M | 3 | 2026-02-28 | → |
| 1187 | FINANCES FOR REAL LIFE | LOMPOC | 324090 | $108.6M | 2 | 2026-06-30 | → |
| 1188 | PORTFOLIO ADVISORS, INC. | FRESNO | 106111 | $261.2M | 7 | 2026-03-31 | → |
| 1189 | LUNA CAPITAL MANAGEMENT, LLC | BURLINGAME | 307687 | $116.4M | 3 | 2026-06-30 | → |
| 1190 | FMB WEALTH MANAGEMENT | WESTLAKE VILLAGE | 122309 | $615.7M | 12 | 2026-04-30 | → |
| 1191 | PARKSIDE ADVISORS LLC | BERKELEY | 125553 | $746.5M | 9 | 2025-05-31 | → |
| 1192 | ALLIANT SECURITIES, INC. | LIBERTY LAKE | 7726 | $300.0M | 9 | 2026-02-28 | → |
| 1193 | DIVERSIFI CAPITAL INC | LOS ALTOS | 242788 | $671.4M | 13 | 2026-05-31 | → |
| 1194 | ASSET PLANNING, INC | LOS ALAMITOS | 111535 | $553.5M | 5 | 2026-01-31 | → |
| 1195 | SECURA FINANCIAL, LLC | ORANGE | 137324 | $319.9M | 8 | 2026-05-31 | → |
| 1196 | COLTON WEALTH MANAGEMENT | ARCADIA | 150486 | $135.1M | 3 | 2026-02-28 | → |
| 1197 | SHIRA RIDGE WEALTH MANAGEMENT | SAN RAFAEL | 117627 | $366.4M | 6 | 2026-03-31 | → |
| 1198 | COLUMBIA RIVER FINANCIAL GROUP, LLC | VANCOUVER | 288539 | $194.8M | 4 | 2026-03-31 | → |
| 1199 | BOSMAN WEALTH MANAGEMENT, LLC | REDLANDS | 290550 | $140.1M | 1 | 2026-03-31 | → |
| 1200 | EMERALD BAY WEALTH MANAGEMENT LLC | TAHOE CITY | 160837 | $200.4M | 2 | 2026-03-31 | → |
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