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 | |
|---|---|---|---|---|---|---|---|
| 301 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 302 | HOLLENCREST CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 46217 | $2.87B | 19 | 2026-06-30 | → |
| 303 | BADGLEY PHELPS WEALTH MANAGERS, LLC | SEATTLE | 315440 | $7.28B | 45 | 2026-03-31 | → |
| 304 | LEGACY CAPITAL GROUP CALIFORNIA, INC. | LOS GATOS | 111436 | $535.7M | 17 | 2026-04-30 | → |
| 305 | AMI ASSET MANAGEMENT CORP | LOS ANGELES | 110291 | $1.93B | 13 | 2025-11-30 | → |
| 306 | FERMATA ADVISORS, LLC | SONOMA | 305614 | $1.01B | 26 | 2026-06-30 | → |
| 307 | MONOGRAPH WEALTH ADVISORS, LLC | MANHATTAN BEACH | 173949 | $3.25B | 20 | 2026-03-31 | → |
| 308 | FULCRUM CAPITAL, LLC | SEATTLE | 145322 | $1.08B | 13 | 2026-03-31 | → |
| 309 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. | SPOKANE | 163327 | $304.2M | 11 | 2026-03-31 | → |
| 310 | TRAN CAPITAL MANAGEMENT, L.P. | SAN RAFAEL | 107049 | $890.3M | 7 | 2026-02-28 | → |
| 311 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 312 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 313 | GOBI CAPITAL LLC | BEVERLY HILLS | 151427 | $2.69B | 4 | 2026-03-31 | → |
| 314 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 315 | BRIDGE CITY CAPITAL, LLC | LAKE OSWEGO | 148828 | $354.7M | 6 | 2026-04-30 | → |
| 316 | JSF FINANCIAL, LLC | LOS ANGELES | 114025 | $1.97B | 27 | 2026-03-31 | → |
| 317 | BAC CAPITAL ADVISORS LLC | SEATTLE | 116816 | $301.2M | 3 | 2026-03-31 | → |
| 318 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | LAKE OSWEGO | 152154 | $494.6M | 10 | 2026-04-30 | → |
| 319 | JENSEN INVESTMENT MANAGEMENT INC | LAKE OSWEGO | 105281 | $6.48B | 36 | 2026-03-31 | → |
| 320 | WEALTHFRONT ADVISERS LLC | PALO ALTO | 148456 | $47.73B | 432 | 2026-05-31 | → |
| 321 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | GREENBRAE | 108102 | $2.03B | 17 | 2026-03-31 | → |
| 322 | COHEN CAPITAL MANAGEMENT INC | CORTE MADERA | 107903 | $1.00B | 7 | 2026-03-31 | → |
| 323 | PFG INVESTMENTS, LLC | JACKSONVILLE | 289256 | $436.8M | 28 | 2026-03-31 | → |
| 324 | PROVENIO CAPITAL MANAGEMENT LLC | NEWPORT BEACH | 333009 | $1.63B | 11 | 2026-03-31 | → |
| 325 | MOZAIC, LLC | BEVERLY HILLS | 145777 | $3.64B | 14 | 2026-03-31 | → |
| 326 | MORTON CAPITAL MANAGEMENT, LLC | CALABASAS | 141250 | $3.47B | 58 | 2026-05-31 | → |
| 327 | MOMENT PARTNERS, LLC | SAN FRANCISCO | 332691 | $1.19B | 8 | 2026-04-30 | → |
| 328 | SELECT MONEY MANAGEMENT, INC. | LOS ANGELES | 153256 | $1.80B | 8 | 2026-03-31 | → |
| 329 | PIER 88 INVESTMENT PARTNERS, LLC | SAN FRANCISCO | 169316 | $568.0M | 5 | 2026-03-31 | → |
| 330 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 331 | OAKMONT CORPORATION | LOS ANGELES | 112337 | $2.22B | 35 | 2026-03-31 | → |
| 332 | SIERRA OCEAN, LLC | RIPON | 313829 | $544.6M | 3 | 2026-03-31 | → |
| 333 | WEDBUSH SECURITIES INC. | PASADENA | 877 | $5.68B | 897 | 2026-04-30 | → |
| 334 | PALISADES INVESTMENT PARTNERS, LLC | EL SEGUNDO | 128173 | $271.0M | 3 | 2026-02-28 | → |
| 335 | TILLER PARTNERS, LLC | BEVERLY HILLS | 170429 | $261.5M | 1 | 2026-03-31 | → |
| 336 | FINANCIAL FOCUS LLC | CARLSBAD | 282177 | $800.0M | 8 | 2026-01-31 | → |
| 337 | VALIDUS GROWTH INVESTORS, LLC | IRVINE | 166575 | $352.9M | 4 | 2026-06-30 | → |
| 338 | TENNENBAUM CAPITAL PARTNERS, LLC | SANTA MONICA | 113203 | $3.16B | 10 | 2026-06-30 | → |
| 339 | IFC ADVISORS LLC | LOS ANGELES | 332157 | $2.34B | 18 | 2026-03-31 | → |
| 340 | MESA WEST CAPITAL, LLC | LOS ANGELES | 158959 | $8.70B | 50 | 2026-05-31 | → |
| 341 | ALLOCATE MANAGEMENT COMPANY, LLC | PALO ALTO | 316814 | $3.00B | 16 | 2026-03-31 | → |
| 342 | MARTEL WEALTH ADVISORS INC | VANCOUVER | 296896 | $1.46B | 13 | 2026-01-31 | → |
| 343 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 344 | PAN GLOBAL ADVISERS, LLC | NEWPORT BEACH | 301863 | $270.5M | 3 | 2026-03-31 | → |
| 345 | RESOLUTE ADVISORS LLC | SAN FRANCISCO | 300326 | $1.91B | 5 | 2026-03-31 | → |
| 346 | SILVER COAST INVESTMENTS LLC | SAN DIEGO | 167771 | $401.6M | 32 | 2026-03-31 | → |
| 347 | SAYBROOK FUND ADVISORS, LLC | SANTA MONICA | 158634 | $461.2M | 11 | 2026-03-31 | → |
| 348 | L & S ADVISORS, INC | LOS ANGELES | 140923 | $1.16B | 15 | 2026-06-30 | → |
| 349 | ASPIRE CAPITAL ADVISORS LLC | SEATTLE | 298366 | $1.23B | 22 | 2026-04-30 | → |
| 350 | IEQ CAPITAL, LLC | FOSTER CITY | 301819 | $56.77B | 266 | 2026-06-30 | → |
| 351 | BENSLER, LLC | BELLEVUE | 310849 | $1.94B | 46 | 2026-06-30 | → |
| 352 | MISSION WEALTH MANAGEMENT, LP | SANTA BARBARA | 113057 | $13.91B | 184 | 2026-04-30 | → |
| 353 | WESTERN INTERNATIONAL SECURITIES, INC. | PASADENA | 39262 | $3.51B | 407 | 2025-06-30 | → |
| 354 | ROW ASSET MANAGEMENT, LLC | NEWPORT BEACH | 168336 | $2.55B | 20 | 2026-03-31 | → |
| 355 | CATALINA CAPITAL GROUP, LLC | TORRANCE | 172556 | $616.3M | 3 | 2026-02-28 | → |
| 356 | AMERICAN INFRASTRUCTURE PARTNERS, LLC | FOSTER CITY | 299402 | $1.70B | 19 | 2026-03-31 | → |
| 357 | ELECTRIC CAPITAL PARTNERS, LLC | PALO ALTO | 296943 | $2.88B | 30 | 2026-03-31 | → |
| 358 | BPM WEALTH ADVISORS, LLC | SAN FRANCISCO | 325909 | $268.3M | 6 | 2026-01-31 | → |
| 359 | PURUS WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 174490 | $658.1M | 12 | 2026-03-31 | → |
| 360 | VISTA CAPITAL PARTNERS, INC. | PORTLAND | 114913 | $3.22B | 35 | 2026-03-31 | → |
| 361 | CWC ADVISORS, LLC | LAKE OSWEGO | 127739 | $445.3M | 9 | 2026-04-30 | → |
| 362 | COASTEDGE PARTNERS, LLC | SAN DIEGO | 149685 | $2.14B | 16 | 2026-03-31 | → |
| 363 | CONGRUENCE CAPITAL, LLC | LOS ANGELES | 328559 | $333.5M | 4 | 2026-04-30 | → |
| 364 | REGATTA CAPITAL GROUP, LLC | EL SEGUNDO | 145363 | $1.55B | 18 | 2026-03-31 | → |
| 365 | ELLIOTT COVE CAPITAL MANAGEMENT LLC | SEATTLE | 123636 | $348.2M | 11 | 2026-02-28 | → |
| 366 | TREND TRADE PRO, LLC | PASADENA | 328383 | $298.3M | 1 | 2026-03-31 | → |
| 367 | CRANE ADVISORY LLC | FULLERTON | 314432 | $934.6M | 12 | 2026-02-28 | → |
| 368 | PREMIER FINANCIAL GROUP INC | EUREKA | 107314 | $819.9M | 17 | 2026-03-31 | → |
| 369 | REMY INVESTORS & CONSULTANTS, LLC | LOS ANGELES | 326958 | $887.6M | 6 | 2026-05-31 | → |
| 370 | CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | YAKIMA | 309387 | $1.11B | 10 | 2026-04-30 | → |
| 371 | STOLPER & COMPANY | SAN DIEGO | 6911 | $615.7M | 2 | 2026-01-31 | → |
| 372 | COOPER FINANCIAL GROUP | IRVINE | 111458 | $2.85B | 53 | 2026-06-30 | → |
| 373 | SLWA, LLC | SAN LUIS OBISPO | 309506 | $760.0M | 6 | 2026-03-31 | → |
| 374 | VAN HULZEN ASSET MANAGEMENT, LLC | EL DORADO HILLS | 116632 | $2.14B | 21 | 2026-03-31 | → |
| 375 | LAZARI CAPITAL MANAGEMENT, INC. | BURBANK | 172932 | $691.1M | 14 | 2026-05-31 | → |
| 376 | FIRST WASHINGTON CORPORATION | SEATTLE | 6681 | $501.2M | 5 | 2025-12-31 | → |
| 377 | CLELLAND & CO INC | SAN DIEGO | 105406 | $465.7M | 3 | 2026-03-31 | → |
| 378 | SB CAPITAL MANAGEMENT, INC. | ENCINO | 126826 | $1.23B | 6 | 2025-10-31 | → |
| 379 | SAPIENCE INVESTMENTS, LLC | IRVINE | 284720 | $184.7M | 7 | 2025-03-31 | → |
| 380 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | EUGENE | 159419 | $1.75B | 15 | 2026-03-31 | → |
| 381 | MONTEREY PRIVATE WEALTH, INC. | MONTEREY | 114572 | $1.10B | 13 | 2025-03-31 | → |
| 382 | BRIDGEWEALTH ADVISORY GROUP, LLC | FRESNO | 293514 | $868.9M | 10 | 2026-03-31 | → |
| 383 | ALPHACORE CAPITAL LLC | LA JOLLA | 174346 | $9.03B | 111 | 2026-04-30 | → |
| 384 | LOGICA CAPITAL ADVISERS, LLC | LOS ANGELES | 168906 | $304.6M | 9 | 2026-05-31 | → |
| 385 | M HOLDINGS SECURITIES, INC. | PORTLAND | 43285 | $3.21B | 1,442 | 2026-03-31 | → |
| 386 | KERA CAPITAL PARTNERS, INC. | SAN JOSE | 312875 | $1.36B | 13 | 2026-06-30 | → |
| 387 | BARNES WEALTH MANAGEMENT GROUP, INC. | BAKERSFIELD | 132189 | $477.2M | 12 | 2026-03-31 | → |
| 388 | FOSTER & WOOD, INC. | LAKE OSWEGO | 165362 | $218.7M | 3 | 2026-03-31 | → |
| 389 | PERENNIAL INVESTMENT ADVISORS, LLC | LOS ANGELES | 286477 | $2.50B | 71 | 2026-03-31 | → |
| 390 | GREENE WEALTH MANAGEMENT, LLC | SEATTLE | 137810 | $1.41B | 9 | 2026-04-30 | → |
| 391 | EVERETT HARRIS & CO | LOS ANGELES | 106830 | $11.53B | 18 | 2026-03-31 | → |
| 392 | BURTON ENRIGHT WELCH | WALNUT CREEK | 118376 | $1.55B | 19 | 2026-03-31 | → |
| 393 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | SAN DIEGO | 13162 | $5.63B | 43 | 2026-06-30 | → |
| 394 | BOLTHOUSE INVESTMENTS, LLC | BAKERSFIELD | 148531 | $631.2M | 9 | 2026-04-30 | → |
| 395 | PLATINUM EQUITY ADVISORS, LLC | BEVERLY HILLS | 161491 | $47.72B | 253 | 2026-05-31 | → |
| 396 | EMPIRICAL FINANCIAL SERVICES, LLC | SEATTLE | 152622 | $8.43B | 94 | 2026-06-30 | → |
| 397 | CARBON COLLECTIVE INVESTING, LLC | OAKLAND | 310129 | $348.4M | 4 | 2026-03-31 | → |
| 398 | GLOBAL IMC LLC | SOLANA BEACH | 170870 | $790.0M | 22 | 2026-03-31 | → |
| 399 | WILLOW CREEK WEALTH MANAGEMENT, INC. | SEBASTOPOL | 109240 | $2.30B | 23 | 2026-04-30 | → |
| 400 | AMERICAN ASSETS CAPITAL ADVISERS, LLC | SAN DIEGO | 168805 | $327.3M | 6 | 2025-03-31 | → |
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