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 | |
|---|---|---|---|---|---|---|---|
| 101 | R SQUARED BM LLC | EL SEGUNDO | 308920 | $3.35B | 15 | 2026-03-31 | → |
| 102 | MULTNOMAH GROUP, INC. | PORTLAND | 132131 | $2.67B | 21 | 2026-03-31 | → |
| 103 | SOFINNOVA INVESTMENTS, INC. | MENLO PARK | 160297 | $5.37B | 41 | 2026-03-31 | → |
| 104 | DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | 155312 | $2.89B | 14 | 2026-03-31 | → |
| 105 | DALTON INVESTMENTS, INC. | EL SEGUNDO | 308609 | $5.72B | 46 | 2026-03-31 | → |
| 106 | URBAN INVESTMENT ADVISORS, INC., | MILL VALLEY | 222524 | $2.45B | 3 | 2026-06-30 | → |
| 107 | MILLIMAN ADVISORS, LLC | SEATTLE | 112245 | $2.32B | 1 | 2026-06-30 | → |
| 108 | FULLER & THALER ASSET MANAGEMENT INC | SAN MATEO | 107033 | $30.25B | 30 | 2026-03-31 | → |
| 109 | IPG INVESTMENT ADVISORS, LLC | SAN DIEGO | 152990 | $4.14B | 39 | 2026-03-31 | → |
| 110 | SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | 164696 | $2.28B | 16 | 2026-06-30 | → |
| 111 | FOCUSED INVESTORS LLC | LOS ANGELES | 140010 | $3.29B | 4 | 2026-03-31 | → |
| 112 | PERIGON WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 131037 | $11.29B | 159 | 2026-06-30 | → |
| 113 | GENERATION INVESTMENT MANAGEMENT US LLP | SAN FRANCISCO | 132728 | $10.54B | 27 | 2026-05-31 | → |
| 114 | EVOKE WEALTH, LLC | LOS ANGELES | 300856 | $17.29B | 96 | 2026-04-30 | → |
| 115 | BECKER CAPITAL MANAGEMENT INC | PORTLAND | 110489 | $5.73B | 42 | 2026-03-31 | → |
| 116 | FARTHER FINANCE ADVISORS, LLC | SAN FRANCISCO | 302050 | $16.01B | 571 | 2026-03-31 | → |
| 117 | COLDSTREAM CAPITAL MANAGEMENT INC | BELLEVUE | 108805 | $13.93B | 207 | 2026-03-31 | → |
| 118 | SCHARF INVESTMENTS, LLC | LOS GATOS | 105508 | $4.21B | 23 | 2026-03-31 | → |
| 119 | AKSIA CA LLC | SAN DIEGO | 159043 | $2.08B | 51 | 2025-03-31 | → |
| 120 | ADVISOR PARTNERS II, LLC | WALNUT CREEK | 321633 | $13.91B | 26 | 2026-03-31 | → |
| 121 | MENLO EQUITIES V LLC | MENLO PARK | 162139 | $4.69B | 52 | 2026-05-31 | → |
| 122 | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | SAN FRANCISCO | 289977 | $8.76B | 118 | 2026-04-30 | → |
| 123 | JORDAN PARK GROUP LLC | SAN FRANCISCO | 287755 | $23.26B | 153 | 2026-06-30 | → |
| 124 | CLIFFWATER LLC | MARINA DEL REY | 132167 | $48.51B | 213 | 2026-05-31 | → |
| 125 | TEAM HEWINS, LLC | FOSTER CITY | 291194 | $3.97B | 29 | 2026-04-30 | → |
| 126 | TRUE LINK FINANCIAL ADVISORS, LLC | SAN FRANCISCO | 281870 | $1.89B | 7 | 2026-03-31 | → |
| 127 | ANFIELD CAPITAL MANAGEMENT, LLC | IRVINE | 165211 | $2.16B | 10 | 2026-03-31 | → |
| 128 | BERKELEY PARTNERS MANAGEMENT, LLC | OAKLAND | 284163 | $3.06B | 57 | 2026-06-30 | → |
| 129 | BAILARD, INC. | FOSTER CITY | 110550 | $7.56B | 83 | 2026-05-31 | → |
| 130 | BLACKROCK FUND ADVISORS | SAN FRANCISCO | 105247 | $4.28T | 128 | 2026-05-31 | → |
| 131 | ACUITAS INVESTMENTS, LLC | SEATTLE | 155782 | $1.48B | 7 | 2026-04-30 | → |
| 132 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | EDMONDS | 128990 | $4.57B | 24 | 2026-03-31 | → |
| 133 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | SEATTLE | 107341 | $12.18B | 169 | 2026-03-31 | → |
| 134 | STEPSTONE GROUP REAL ESTATE LP | LA JOLLA | 281698 | $17.21B | 117 | 2026-06-30 | → |
| 135 | KBS REALTY ADVISORS, LLC | NEWPORT BEACH | 119662 | $2.72B | 75 | 2026-03-31 | → |
| 136 | TPG FINANCIAL ADVISORS, LLC | PORTLAND | 141153 | $2.22B | 21 | 2026-03-31 | → |
| 137 | HUMAN INVESTING, LLC | LAKE OSWEGO | 133017 | $2.22B | 28 | 2026-03-31 | → |
| 138 | BRISTOL GROUP INC | SAN FRANCISCO | 105087 | $2.04B | 13 | 2026-06-30 | → |
| 139 | METIS GLOBAL PARTNERS, LLC | SAN DIEGO | 167276 | $5.67B | 11 | 2026-05-31 | → |
| 140 | ALLWORTH FINANCIAL, L.P. | FOLSOM | 111167 | $33.55B | 493 | 2026-03-31 | → |
| 141 | METZLER-PAYDEN, LLC | LOS ANGELES | 108870 | $1.26B | 187 | 2026-03-31 | → |
| 142 | SSI INVESTMENT MANAGEMENT LLC | LOS ANGELES | 104889 | $2.55B | 25 | 2026-03-31 | → |
| 143 | LEGATO CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 131704 | $1.26B | 4 | 2026-03-31 | → |
| 144 | NORTH PIER FIDUCIARY MANAGEMENT, LLC | MARINA DEL REY | 148128 | $1.28B | 15 | 2026-04-30 | → |
| 145 | ADELANTE CAPITAL MANAGEMENT LLC | ALAMEDA | 107382 | $1.49B | 10 | 2026-03-31 | → |
| 146 | NEUMEIER POMA INVESTMENT COUNSEL LLC | CARMEL | 110672 | $1.37B | 11 | 2026-05-31 | → |
| 147 | QUEST INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 110640 | $1.71B | 9 | 2026-03-31 | → |
| 148 | DIVCO WEST REAL ESTATE SERVICES, LLC | SAN FRANCISCO | 156762 | $16.30B | 215 | 2026-03-31 | → |
| 149 | FIRST FOUNDATION ADVISORS | IRVINE | 106075 | $5.06B | 53 | 2026-06-30 | → |
| 150 | CS CAPITAL MANAGEMENT INC | EL SEGUNDO | 106492 | $1.09B | 7 | 2026-05-31 | → |
| 151 | ICG ADVISORS, LLC | LOS ANGELES | 148066 | $7.92B | 26 | 2026-05-31 | → |
| 152 | TREE LINE CAPITAL PARTNERS, LLC | SAN FRANCISCO | 173784 | $3.85B | 30 | 2026-03-31 | → |
| 153 | LUCID ADVISORS, INC. | SEATTLE | 116639 | $1.15B | 2 | 2026-03-31 | → |
| 154 | THE INFORMED MOMENTUM COMPANY LLC | SOLANA BEACH | 144908 | $1.49B | 22 | 2026-03-31 | → |
| 155 | AFFINITY INVESTMENT ADVISORS, LLC | NEWPORT BEACH | 108278 | $1.16B | 6 | 2026-03-31 | → |
| 156 | WESPAC ADVISORS, LLC | ORINDA | 148242 | $1.21B | 10 | 2026-04-30 | → |
| 157 | DESCHUTES PORTFOLIO STRATEGY, LLC | PORTLAND | 155424 | $1.63B | 11 | 2026-03-31 | → |
| 158 | BRIGHTON JONES LLC | SEATTLE | 108601 | $18.88B | 316 | 2026-05-31 | → |
| 159 | ASPIRIANT, LLC | LOS ANGELES | 146720 | $18.05B | 218 | 2026-05-31 | → |
| 160 | NEWFRONT RETIREMENT SERVICES, INC. | SAN MATEO | 167641 | $1.04B | 31 | 2026-06-30 | → |
| 161 | ARENA CAPITAL ADVISORS LLC | LOS ANGELES | 170313 | $5.33B | 26 | 2026-05-31 | → |
| 162 | PARALLEL ADVISORS, LLC | SAN FRANCISCO | 140800 | $10.31B | 137 | 2026-06-30 | → |
| 163 | 3(38) INVESTMENT FIDUCIARIES INC. | SIMI VALLEY | 298053 | $1.04B | 2 | 2026-06-30 | → |
| 164 | PRUDENT INVESTOR ADVISORS, LLC | FOLSOM | 121922 | $1.30B | 4 | 2026-03-31 | → |
| 165 | RIMROCK CAPITAL MANAGEMENT LLC | IRVINE | 120410 | $3.85B | 26 | 2026-04-30 | → |
| 166 | AXXCESS WEALTH MANAGEMENT, LLC | CARLSBAD | 164081 | $8.88B | 72 | 2026-03-31 | → |
| 167 | DENALI ADVISORS, LLC | SAN DIEGO | 110242 | $1.39B | 14 | 2026-03-31 | → |
| 168 | CHECCHI CAPITAL ADVISERS, LLC | BEVERLY HILLS | 143478 | $2.59B | 29 | 2026-03-31 | → |
| 169 | JOCELYN INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 323831 | $1.01B | 2 | 2026-03-31 | → |
| 170 | FOCUS INVESTMENT ADVISORS, INC | SOLANA BEACH | 109970 | $956.2M | 7 | 2026-03-31 | → |
| 171 | PLANMEMBER SECURITIES CORPORATION | CARPINTERIA | 11869 | $10.12B | 429 | 2026-03-31 | → |
| 172 | CLARIVEST ASSET MANAGEMENT LLC | SAN DIEGO | 139785 | $3.05B | 17 | 2026-06-30 | → |
| 173 | SLOY, DAHL & HOLST, LLC | VANCOUVER | 110102 | $1.80B | 6 | 2026-05-31 | → |
| 174 | WASHINGTON CAPITAL MANAGEMENT INC | SEATTLE | 105253 | $7.40B | 79 | 2026-06-30 | → |
| 175 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | LOS ANGELES | 108163 | $22.54B | 241 | 2026-03-31 | → |
| 176 | FIRST PACIFIC ADVISORS, LP | EL SEGUNDO | 141823 | $32.00B | 73 | 2026-03-31 | → |
| 177 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | BELLEVUE | 310106 | $844.8M | 6 | 2026-02-28 | → |
| 178 | FIRST LIGHT RETIREMENT, LLC | DEL MAR | 314509 | $843.7M | 2 | 2026-03-31 | → |
| 179 | TDA, INC. | SAN MATEO | 112016 | $969.3M | 22 | 2025-12-31 | → |
| 180 | COMPOSITION WEALTH, LLC | LOS ANGELES | 143483 | $9.47B | 128 | 2026-03-31 | → |
| 181 | FLAHERTY & CRUMRINE INCORPORATED | PASADENA | 105499 | $4.15B | 14 | 2026-03-31 | → |
| 182 | PARK PRESIDIO CAPITAL LLC | SAN FRANCISCO | 168954 | $1.65B | 8 | 2026-03-31 | → |
| 183 | SILVER ROCK FINANCIAL LP | LOS ANGELES | 283335 | $5.38B | 31 | 2026-03-31 | → |
| 184 | PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | 167214 | $2.66B | 19 | 2026-03-31 | → |
| 185 | FIRST TURN MANAGEMENT, LLC | SOLANA BEACH | 327421 | $900.1M | 4 | 2026-03-31 | → |
| 186 | RICE HALL JAMES & ASSOCIATES LLC | SAN DIEGO | 125410 | $1.74B | 23 | 2026-05-31 | → |
| 187 | BOFCAL ASSET MANAGEMENT INC. | MENLO PARK | 166828 | $797.6M | 5 | 2025-03-31 | → |
| 188 | MONARCH PLAN ADVISORS | SIMI VALLEY | 286612 | $792.6M | 5 | 2026-06-30 | → |
| 189 | R.V. KUHNS & ASSOCIATES, INC. | PORTLAND | 18005 | $827.9M | 127 | 2026-06-30 | → |
| 190 | GRANITE INVESTMENT PARTNERS, LLC | EL SEGUNDO | 150632 | $1.84B | 20 | 2026-03-31 | → |
| 191 | MSA ADVISORS, LLC | SANTA MONICA | 305170 | $9.65B | 34 | 2026-03-31 | → |
| 192 | SAND HILL GLOBAL ADVISORS, LLC | PALO ALTO | 111295 | $4.39B | 33 | 2026-03-31 | → |
| 193 | NUMERAI GP LLC | SAN FRANCISCO | 282851 | $1.90B | 12 | 2026-03-31 | → |
| 194 | ALTIMETER CAPITAL MANAGEMENT, LP | MENLO PARK | 160017 | $18.75B | 35 | 2026-03-31 | → |
| 195 | TCW INVESTMENT MANAGEMENT COMPANY LLC | LOS ANGELES | 106546 | $38.82B | 405 | 2026-05-31 | → |
| 196 | PACIFIC INCOME ADVISERS INC | EL SEGUNDO | 104719 | $2.25B | 14 | 2026-06-30 | → |
| 197 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | LOS ANGELES | 159050 | $32.48B | 412 | 2026-05-31 | → |
| 198 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | PASADENA | 108033 | $4.48B | 40 | 2026-02-28 | → |
| 199 | ARC ADVISORY LLC | SAN FRANCISCO | 330258 | $708.3M | 25 | 2026-06-30 | → |
| 200 | EARNED WEALTH ADVISORS, LLC | WALNUT CREEK | 108052 | $3.11B | 35 | 2026-03-31 | → |
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