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 | |
|---|---|---|---|---|---|---|---|
| 201 | NIPUN CAPITAL, L.P. | FOSTER CITY | 159752 | $2.03B | 18 | 2026-03-31 | → |
| 202 | KCM INVESTMENT ADVISORS, LLC | GREENBRAE | 109629 | $6.02B | 20 | 2026-03-31 | → |
| 203 | INDEX FUND ADVISORS, INC. | IRVINE | 109143 | $5.93B | 50 | 2026-03-31 | → |
| 204 | POPLAR FOREST CAPITAL LLC | PASADENA | 145250 | $1.28B | 10 | 2025-03-31 | → |
| 205 | MAKENA CAPITAL MANAGEMENT, LLC | MENLO PARK | 156855 | $24.28B | 77 | 2026-03-31 | → |
| 206 | MAR VISTA INVESTMENT PARTNERS, LLC | LOS ANGELES | 144906 | $1.12B | 19 | 2026-03-31 | → |
| 207 | IRRADIANT PARTNERS, LP | SANTA MONICA | 315416 | $13.03B | 45 | 2025-04-30 | → |
| 208 | WINDWARD CAPITAL MANAGEMENT CO | LOS ANGELES | 106908 | $1.86B | 7 | 2026-06-30 | → |
| 209 | SKBA CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 108542 | $732.0M | 10 | 2026-04-30 | → |
| 210 | INDEPENDENT FINANCIAL GROUP, LLC | SAN DIEGO | 7717 | $12.93B | 624 | 2026-03-31 | → |
| 211 | SLOW CAPITAL, INC. | GREENBRAE | 286688 | $953.3M | 4 | 2026-02-28 | → |
| 212 | PHOCAS FINANCIAL CORPORATION | ALAMEDA | 135470 | $682.7M | 10 | 2026-05-31 | → |
| 213 | TOWNELEY CAPITAL MANAGEMENT, INC. | LAGUNA HILLS | 169863 | $1.09B | 12 | 2026-04-30 | → |
| 214 | STRATEGIC INCOME MANAGEMENT, LLC | SEATTLE | 151956 | $3.14B | 6 | 2026-05-31 | → |
| 215 | FINANCIAL MANAGEMENT NETWORK INC | MISSION VIEJO | 110454 | $2.14B | 50 | 2025-12-31 | → |
| 216 | FREESTONE CAPITAL MANAGEMENT, LLC | SEATTLE | 145711 | $14.54B | 120 | 2026-06-30 | → |
| 217 | RNC CAPITAL MANAGEMENT LLC | LOS ANGELES | 108618 | $5.10B | 63 | 2026-04-30 | → |
| 218 | AGRIGLOBE LAND ADVISORS, LLC | FRESNO | 337868 | $602.2M | 4 | 2026-03-31 | → |
| 219 | FOREST ROAD ASSET MANAGEMENT LLC | LOS ANGELES | 315600 | $1.16B | 15 | 2026-06-30 | → |
| 220 | TRILOGY CAPITAL, INC. | IRVINE | 281597 | $3.21B | 74 | 2026-06-30 | → |
| 221 | MOSS ADAMS WEALTH ADVISORS LLC | BELLEVUE | 108917 | $5.77B | 59 | 2026-05-31 | → |
| 222 | ALTRAVUE CAPITAL, LLC | BELLEVUE | 283260 | $1.41B | 4 | 2026-01-31 | → |
| 223 | CHURCHILL MANAGEMENT CORP | LOS ANGELES | 109651 | $10.08B | 55 | 2025-07-31 | → |
| 224 | HOWARD CAPITAL MANAGEMENT GROUP, LLC | LOS ANGELES | 310510 | $2.56B | 12 | 2026-03-31 | → |
| 225 | TORREYANA CAPITAL, LLC | LA JOLLA | 329075 | $837.4M | 10 | 2026-06-30 | → |
| 226 | CAPITAL BANK AND TRUST COMPANY | IRVINE | 170017 | $139.29B | 121 | 2026-05-31 | → |
| 227 | JACKSON SQUARE PARTNERS, LLC | LARKSPUR | 170064 | $995.1M | 4 | 2025-03-31 | → |
| 228 | RELEVANT WEALTH ADVISORS, LLC | MILL VALLEY | 1489 | $799.0M | 4 | 2026-03-31 | → |
| 229 | FRONTIER GLOBAL PARTNERS LLC | LA JOLLA | 145341 | $713.1M | 10 | 2026-02-28 | → |
| 230 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | LONG BEACH | 105515 | $4.20B | 52 | 2026-03-31 | → |
| 231 | PREISZ ASSOCIATES, INC. | PORTLAND | 144469 | $701.7M | 10 | 2026-03-31 | → |
| 232 | SYNERGY ASSET MANAGEMENT, LLC | VANCOUVER | 117201 | $1.30B | 14 | 2026-03-31 | → |
| 233 | VERIS WEALTH PARTNERS, LLC | OAKLAND | 143588 | $2.86B | 31 | 2026-03-31 | → |
| 234 | SONEN CAPITAL LLC | SAN FRANCISCO | 159461 | $1.14B | 19 | 2026-05-31 | → |
| 235 | WESTMOUNT PARTNERS, LLC | LOS ANGELES | 158857 | $5.94B | 39 | 2026-05-31 | → |
| 236 | GLP CAPITAL PARTNERS, INC. | SANTA MONICA | 304917 | $9.42B | 160 | 2025-03-31 | → |
| 237 | RETIREMENT WELLNESS GROUP LLC | PASADENA | 297255 | $526.6M | 2 | 2026-03-31 | → |
| 238 | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | ALISO VIEJO | 288129 | $524.1M | 3 | 2026-03-31 | → |
| 239 | GIFFORD FONG ASSOCIATES | LAFAYETTE | 142917 | $517.0M | 10 | 2026-03-31 | → |
| 240 | IBN ASSET MANAGEMENT, LLC | THOUSAND OAKS | 290114 | $508.2M | 6 | 2026-03-31 | → |
| 241 | FINDEC WEALTH SERVICES, INC. | STOCKTON | 311949 | $627.9M | 5 | 2026-03-31 | → |
| 242 | GUARDIAN FINANCIAL PARTNERS, LLC | ORANGE | 287652 | $911.9M | 4 | 2026-02-28 | → |
| 243 | CORNERSTONE CAPITAL, INC. | PALO ALTO | 105396 | $1.36B | 5 | 2026-03-31 | → |
| 244 | BROADSHORE CAPITAL PARTNERS, LLC | LOS ANGELES | 119200 | $981.6M | 16 | 2026-03-31 | → |
| 245 | MOUNTAIN PACIFIC ADVISORS, LLC | BELLEVUE | 151666 | $484.3M | 6 | 2026-03-31 | → |
| 246 | CORVUS WEALTH ADVISORS LLC | TEMPLETON | 311261 | $1.08B | 19 | 2026-03-31 | → |
| 247 | BANYAN ALPHA INVESTMENT L.P. | SOUTH SAN FRANCISCO | 311857 | $751.9M | 5 | 2026-03-31 | → |
| 248 | CUTLER INVESTMENT COUNSEL, LLC | JACKSONVILLE | 128483 | $1.54B | 24 | 2026-03-31 | → |
| 249 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | OLYMPIA | 151088 | $2.20B | 26 | 2026-06-30 | → |
| 250 | D'ANNUNZIO CONSULTING GROUP, LLC | TACOMA | 144422 | $1.90B | 4 | 2026-03-31 | → |
| 251 | GAVILAN INVESTMENT PARTNERS LLC | BURLINGAME | 311134 | $514.7M | 2 | 2026-05-31 | → |
| 252 | TRI-AD CAPITAL MANAGEMENT I, LLC | ESCONDIDO | 324364 | $619.0M | 1 | 2026-03-31 | → |
| 253 | STEELPEAK WEALTH, LLC | WOODLAND HILLS | 165168 | $4.15B | 84 | 2026-03-31 | → |
| 254 | KAYE CAPITAL MANAGEMENT | EL SEGUNDO | 109329 | $743.2M | 6 | 2025-02-28 | → |
| 255 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | SARATOGA | 110506 | $2.51B | 21 | 2026-04-30 | → |
| 256 | G.W. SHERWOLD ASSOCIATES, INC. | LAKE FOREST | 42186 | $572.4M | 3 | 2026-02-28 | → |
| 257 | NICHOLAS INVESTMENT PARTNERS, L.P. | SAN DIEGO | 140159 | $1.45B | 12 | 2026-03-31 | → |
| 258 | DUNCAN & HALEY, LTD. | SEATTLE | 109900 | $664.1M | 4 | 2025-09-30 | → |
| 259 | DDD PARTNERS, LLC | BELLEVUE | 301548 | $2.39B | 24 | 2026-05-31 | → |
| 260 | CAPITAL PLANNING ADVISORS LLC | ROSEVILLE | 170266 | $1.50B | 10 | 2026-03-31 | → |
| 261 | ZUNA, LLC | PORTLAND | 306113 | $411.3M | 6 | 2026-03-31 | → |
| 262 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 263 | CERCANO MANAGEMENT LLC | BELLEVUE | 315897 | $7.28B | 62 | 2026-06-30 | → |
| 264 | ABACUS WEALTH PARTNERS, LLC | SANTA MONICA | 128590 | $3.58B | 65 | 2026-05-31 | → |
| 265 | PETERSEN HASTINGS WEALTH ADVISORS, INC. | KENNEWICK | 110952 | $1.58B | 19 | 2026-04-30 | → |
| 266 | CYPRESS POINT INVESTMENT MANAGEMENT LP | MILL VALLEY | 316549 | $512.4M | 4 | 2026-03-31 | → |
| 267 | MCDONALD CAPITAL INVESTORS INC | ORINDA | 105562 | $1.86B | 5 | 2026-03-31 | → |
| 268 | KINGSVIEW WEALTH MANAGEMENT, LLC | GRANTS PASS | 148107 | $8.96B | 285 | 2026-06-30 | → |
| 269 | EVERGREEN CAPITAL MANAGEMENT LLC | BELLEVUE | 104931 | $7.19B | 37 | 2026-03-31 | → |
| 270 | GARDE CAPITAL, INC. | SEATTLE | 151043 | $2.65B | 18 | 2026-03-31 | → |
| 271 | DRC INVESTMENT ADVISORS, LLC | SANTA MONICA | 332680 | $391.0M | 4 | 2026-01-31 | → |
| 272 | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | SAN FRANCISCO | 108110 | $809.9M | 9 | 2026-03-31 | → |
| 273 | ORSO PARTNERS, LP | SOUTH SAN FRANCISCO | 304196 | $387.5M | 3 | 2026-03-31 | → |
| 274 | J.DEREK LEWIS & ASSOCIATES, INC. | NEWPORT BEACH | 122307 | $2.28B | 10 | 2026-05-31 | → |
| 275 | CA FAMILY WEALTH LLC | BEVERLY HILLS | 285229 | $933.0M | 5 | 2025-03-31 | → |
| 276 | CEDAR MOUNTAIN ADVISORS, LLC | LAKE OSWEGO | 140339 | $1.20B | 10 | 2026-03-31 | → |
| 277 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | LOS GATOS | 159641 | $18.52B | 38 | 2026-03-31 | → |
| 278 | LM ADVISORS LLC | SAN DIEGO | 153940 | $2.88B | 22 | 2026-03-31 | → |
| 279 | STATHEROS FINANCIAL SOLUTIONS, INC. | EL DORADO HILLS | 306217 | $926.2M | 15 | 2026-06-30 | → |
| 280 | SOLSTEIN CAPITAL, LLC | MENLO PARK | 157888 | $801.8M | 6 | 2026-03-31 | → |
| 281 | MAIN MANAGEMENT, LLC | SAN FRANCISCO | 120361 | $1.90B | 27 | 2026-03-31 | → |
| 282 | LION CAPITAL (AMERICAS) INC. | LOS ANGELES | 160574 | $361.6M | 1 | 2025-05-31 | → |
| 283 | O'NEIL GLOBAL ADVISORS, INC. | LOS ANGELES | 308150 | $401.9M | 40 | 2026-05-31 | → |
| 284 | REGENCY INVESTMENT ADVISORS INC | FRESNO | 106990 | $1.14B | 15 | 2026-03-31 | → |
| 285 | PRIVATE MANAGEMENT GROUP INC | IRVINE | 104707 | $4.90B | 21 | 2026-04-30 | → |
| 286 | STOCKBRIDGE CAPITAL GROUP, LLC | SAN FRANCISCO | 149002 | $21.55B | 183 | 2026-06-30 | → |
| 287 | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LARKSPUR | 107611 | $2.68B | 28 | 2025-04-30 | → |
| 288 | ANGELES WEALTH MANAGEMENT, LLC | SANTA MONICA | 159952 | $2.81B | 17 | 2026-03-31 | → |
| 289 | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 108100 | $2.65B | 18 | 2026-05-31 | → |
| 290 | RETIREMENT CONSULTING GROUP, INC. | LAKE OSWEGO | 311184 | $457.0M | 4 | 2026-03-31 | → |
| 291 | CHELSEA COUNSEL COMPANY | WOODLAND HILLS | 110399 | $517.0M | 7 | 2026-06-30 | → |
| 292 | PASADENA PRIVATE WEALTH, LLC | PASADENA | 295178 | $1.62B | 19 | 2026-05-31 | → |
| 293 | WHITTIER ADVISORS, LLC | NEWPORT BEACH | 318024 | $1.89B | 7 | 2026-05-31 | → |
| 294 | HIGHBURY PACIFIC CAPITAL CORP. | BELLEVUE | 157778 | $333.3M | 1 | 2026-01-31 | → |
| 295 | NEST EGG ETFS, LLC | DOWNEY | 332971 | $517.3M | 3 | 2026-03-31 | → |
| 296 | DE GROOTE FINANCIAL GROUP, LLC | THOUSAND OAKS | 168178 | $1.22B | 9 | 2026-05-31 | → |
| 297 | BELAY INVESTMENT GROUP, LLC | SHERMAN OAKS | 281985 | $427.5M | 16 | 2026-04-30 | → |
| 298 | RBC SECURITIES, INC. | LOS ANGELES | 103705 | $1.52B | 186 | 2026-05-31 | → |
| 299 | SEABIRD FINANCIAL CORPORATION | SAN DIEGO | 284125 | $419.1M | 6 | 2026-04-30 | → |
| 300 | LINEPOINT PARTNERS & CO., LLC | LOS ANGELES | 332598 | $572.1M | 8 | 2026-03-31 | → |
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