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 | |
|---|---|---|---|---|---|---|---|
| 501 | FAIRLIGHT ADVISORS LLC | SAN FRANCISCO | 305352 | $109.3M | 2 | 2026-03-31 | → |
| 502 | LINDBROOK CAPITAL, LLC | CALABASAS | 155812 | $3.50B | 10 | 2025-02-28 | → |
| 503 | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC | EUGENE | 290254 | $208.4M | 9 | 2026-02-28 | → |
| 504 | FIDELIS IM, LLC | MEDFORD | 162985 | $306.1M | 3 | 2026-03-31 | → |
| 505 | SPECTRUM ASSET MANAGEMENT INC | NEWPORT BEACH | 111007 | $657.3M | 12 | 2026-03-31 | → |
| 506 | AR ASSET MANAGEMENT, INC. | WEST HOLLYWOOD | 110342 | $602.6M | 4 | 2025-09-30 | → |
| 507 | VALLEY WEALTH STRATEGIES, LLC | LODI | 289737 | $1.45B | 59 | 2026-06-30 | → |
| 508 | WILSEY ASSET MANAGEMENT INCORPORATED | SAN DIEGO | 130482 | $768.5M | 9 | 2026-03-31 | → |
| 509 | NAVIGATION GROUP LLC | REDWOOD SHORES | 130982 | $1.01B | 6 | 2026-03-31 | → |
| 510 | SPYGLASS CAPITAL MANAGEMENT, LLC | GREENBRAE | 281266 | $2.02B | 11 | 2026-06-30 | → |
| 511 | APS MANAGEMENT GROUP, INC. | TORRANCE | 284697 | $217.4M | 6 | 2026-03-31 | → |
| 512 | BOYD WEALTH MANAGEMENT, LLC | SACRAMENTO | 293990 | $409.8M | 6 | 2026-03-31 | → |
| 513 | CHICO WEALTH RIA, INC. | CHICO | 162562 | $492.0M | 4 | 2026-03-31 | → |
| 514 | SFE INVESTMENT COUNSEL INC. | LOS ANGELES | 145530 | $748.4M | 14 | 2025-12-31 | → |
| 515 | ARLINGTON FINANCIAL ADVISORS, LLC | SANTA BARBARA | 283288 | $1.24B | 16 | 2026-02-28 | → |
| 516 | WWM ADVISORY INC. | CULVER CITY | 133611 | $280.1M | 2 | 2026-03-31 | → |
| 517 | HERITAGE WEALTH MANAGEMENT, INC. | SAN DIEGO | 316956 | $643.4M | 13 | 2026-06-30 | → |
| 518 | PORTICO WEALTH ADVISORS, LLC | LARKSPUR | 151794 | $264.0M | 4 | 2025-03-31 | → |
| 519 | PORTFOLIO DESIGN LABS, LLC | ENCINO | 318127 | $624.9M | 5 | 2026-05-31 | → |
| 520 | TATE WEALTH MANAGEMENT | SACRAMENTO | 120938 | $293.4M | 4 | 2026-04-30 | → |
| 521 | OLIVER CAPITAL MANAGEMENT, LLC | SEATTLE | 127606 | $505.5M | 2 | 2026-03-31 | → |
| 522 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | VANCOUVER | 109542 | $442.7M | 3 | 2026-03-31 | → |
| 523 | HIDDEN COVE WEALTH MANAGEMENT, LLC | BAINBRIDGE ISLAND | 318677 | $403.5M | 7 | 2026-02-28 | → |
| 524 | PINNACLE WEALTH ADVISORS, LLC | CLACKAMAS | 117517 | $549.7M | 21 | 2026-06-30 | → |
| 525 | JOEL R. MOGY INVESTMENT COUNSEL INC. | BEVERLY HILLS | 111622 | $2.18B | 9 | 2026-03-31 | → |
| 526 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | LAKE OSWEGO | 107777 | $758.3M | 8 | 2026-03-31 | → |
| 527 | 180 WEALTH ADVISORS, LLC | FEDERAL WAY | 284921 | $1.36B | 11 | 2026-02-28 | → |
| 528 | WAYCROSS INVESTMENT MANAGEMENT COMPANY | BELLINGHAM | 105034 | $252.4M | 5 | 2026-03-31 | → |
| 529 | FINANCIAL RESOURCES GROUP.COM LLC | BELLEVUE | 282542 | $833.7M | 4 | 2026-03-31 | → |
| 530 | AUXANO ADVISORS, LLC | BELLEVUE | 145179 | $1.78B | 15 | 2026-06-30 | → |
| 531 | SITTNER & NELSON, LLC | EUGENE | 309757 | $1.05B | 6 | 2026-03-31 | → |
| 532 | VAN STRUM & TOWNE INC | SAN FRANCISCO | 106228 | $483.0M | 6 | 2026-03-31 | → |
| 533 | CORE FINANCIAL PARTNERS INC. | EL SEGUNDO | 155205 | $301.7M | 5 | 2026-03-31 | → |
| 534 | BERNZOTT CAPITAL ADVISORS | CAMARILLO | 104583 | $265.4M | 3 | 2026-04-30 | → |
| 535 | HOERTKORN RICHARD CHARLES | KENTFIELD | 104649 | $282.5M | 2 | 2026-02-28 | → |
| 536 | HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | 297368 | $920.1M | 10 | 2026-03-31 | → |
| 537 | FALCON WEALTH PLANNING, INC. | ONTARIO | 174092 | $1.92B | 42 | 2026-06-30 | → |
| 538 | EAGLE WEALTH MANAGEMENT GROUP INC. | VALENCIA | 327052 | $417.5M | 8 | 2026-04-30 | → |
| 539 | CYPRESS WEALTH SERVICES, LLC | PALM DESERT | 288992 | $1.34B | 21 | 2026-02-28 | → |
| 540 | SELBY WEALTH MANAGEMENT, LLC | EMERYVILLE | 334084 | $544.8M | 4 | 2026-02-28 | → |
| 541 | DLK INVESTMENT MANAGEMENT | SOLANA BEACH | 149096 | $524.0M | 5 | 2026-03-31 | → |
| 542 | OLIVEIRA WEALTH, LLC | MODESTO | 315326 | $332.4M | 4 | 2026-06-30 | → |
| 543 | ACCRETIVE WEALTH MANAGEMENT, LLC | SAN RAMON | 164341 | $290.7M | 4 | 2026-06-30 | → |
| 544 | ROEHL & YI INVESTMENT ADVISORS, LLC | EUGENE | 109258 | $959.4M | 16 | 2026-03-31 | → |
| 545 | BELL INVESTMENT ADVISORS INC | ORINDA | 108383 | $787.6M | 14 | 2026-06-30 | → |
| 546 | PREMIER WEALTH ADVISORS, LLC | SAN DIEGO | 285510 | $694.9M | 6 | 2026-02-28 | → |
| 547 | ARISTOTLE CREDIT PARTNERS, LLC | LOS ANGELES | 169959 | $81.1M | 2 | 2025-10-31 | → |
| 548 | HARBOUR INVESTMENT MANAGEMENT L.L.C. | EDMONDS | 111166 | $381.6M | 6 | 2026-03-31 | → |
| 549 | NAVALIGN, LLC | ENCINO | 119919 | $731.9M | 10 | 2026-04-30 | → |
| 550 | THE INVESTMENT HOUSE LLC | REDONDO BEACH | 163493 | $2.20B | 11 | 2026-03-31 | → |
| 551 | OLD WEST INVESTMENT MANAGEMENT, LLC | LOS ANGELES | 148343 | $915.7M | 8 | 2026-03-31 | → |
| 552 | HARRINGTON INVESTMENTS, INCORPORATED | NAPA | 110790 | $355.2M | 5 | 2025-09-30 | → |
| 553 | WARREN STREET WEALTH ADVISORS, LLC | IRVINE | 173447 | $656.1M | 10 | 2026-03-31 | → |
| 554 | O'BOYLE WEALTH MANAGEMENT, INC. | BEVERLY HILLS | 292849 | $443.9M | 5 | 2026-03-31 | → |
| 555 | CLARITY CAPITAL PARTNERS LLC | NEWPORT BEACH | 129898 | $437.7M | 7 | 2025-07-31 | → |
| 556 | FINANCIAL FREEDOM FOR DENTISTS LLC | SNOQUALMIE | 301981 | $182.2M | 3 | 2026-06-30 | → |
| 557 | ZEPHYR INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 166303 | $242.8M | 6 | 2026-03-31 | → |
| 558 | FINEC ASSET MANAGEMENT LLC | SAN DIEGO | 231789 | $157.0M | 6 | 2026-03-31 | → |
| 559 | TOPTURN CAPITAL, LLC | CARMEL | 151464 | $187.4M | 5 | 2026-03-31 | → |
| 560 | SAM ADVISORS, LLC | OAKHURST | 108685 | $462.3M | 3 | 2026-02-28 | → |
| 561 | THE H GROUP, INC. | PORTLAND | 106801 | $580.1M | 15 | 2025-03-31 | → |
| 562 | M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | 136694 | $1.23B | 5 | 2026-03-31 | → |
| 563 | CRUX WEALTH ADVISORS | LONG BEACH | 330731 | $547.7M | 14 | 2026-05-31 | → |
| 564 | GOLDENSTONE WEALTH MANAGEMENT, LLC | EL DORADO HILLS | 310041 | $238.3M | 2 | 2026-02-28 | → |
| 565 | CANDIDE GROUP, LLC | OAKLAND | 286086 | $123.6M | 13 | 2026-03-31 | → |
| 566 | AUDENT GLOBAL ASSET MANAGEMENT, LLC | WEST HOLLYWOOD | 308166 | $452.3M | 7 | 2026-03-31 | → |
| 567 | JASON A PRATTES FINANCIAL INC | NEWPORT BEACH | 298746 | $243.6M | 5 | 2026-04-30 | → |
| 568 | GUARDIAN INVESTMENT MANAGEMENT, LLC | TIBURON | 104935 | $310.3M | 0 | 2026-03-31 | → |
| 569 | BRISTLECONE ADVISORS LLC | BELLEVUE | 109227 | $2.11B | 19 | 2025-07-31 | → |
| 570 | SATURNA CAPITAL CORPORATION | BELLINGHAM | 25586 | $8.62B | 83 | 2026-02-28 | → |
| 571 | ATLAS LEGACY ADVISORS LLC | LOS ANGELES | 329888 | $715.0M | 5 | 2026-03-31 | → |
| 572 | PROSSER CREEK ASSET MANAGEMENT LLC | CORTE MADERA | 318883 | $266.7M | 1 | 2026-03-31 | → |
| 573 | CLEARWAVE CAPITAL, LLC | UPLAND | 337738 | $359.2M | 3 | 2026-03-31 | → |
| 574 | SAGE ADVISORS, LLC | EDMONDS | 301328 | $575.1M | 11 | 2026-01-31 | → |
| 575 | JET WEALTH ADVISORS | LA JOLLA | 333645 | $546.5M | 8 | 2026-06-30 | → |
| 576 | PACIFIC POINT ADVISORS, LLC | SAN DIEGO | 310731 | $389.6M | 9 | 2026-03-31 | → |
| 577 | WEST COAST FINANCIAL, LLC | SANTA BARBARA | 104677 | $1.84B | 42 | 2025-03-31 | → |
| 578 | RCM ROBINSON CAPITAL MANAGEMENT LLC | SACRAMENTO | 112814 | $61.8M | 1 | 2026-03-31 | → |
| 579 | ABRA CAPITAL MANAGEMENT, LP | SAN FRANCISCO | 323353 | $334.7M | 40 | 2026-03-31 | → |
| 580 | ALTAMONT WEALTH MANAGEMENT, INC. | LIVERMORE | 136031 | $182.9M | 3 | 2026-03-31 | → |
| 581 | LIBERTY WEALTH MANAGEMENT, LLC | OAKLAND | 286001 | $1.73B | 43 | 2026-05-31 | → |
| 582 | MIRADOR CAPITAL PARTNERS, LP | PLEASANTON | 173764 | $1.01B | 15 | 2026-06-30 | → |
| 583 | STAMOS CAPITAL PARTNERS, L.P. | MENLO PARK | 134660 | $7.64B | 31 | 2026-03-31 | → |
| 584 | PLANNED ASSET MANAGEMENT, LLC | CALABASAS | 105986 | $385.3M | 6 | 2025-03-31 | → |
| 585 | WEATHERLY ASSET MANAGEMENT LP | DEL MAR | 106935 | $1.68B | 16 | 2026-02-28 | → |
| 586 | ADERO PARTNERS, LLC | WALNUT CREEK | 297808 | $4.38B | 50 | 2025-04-30 | → |
| 587 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | SILVERDALE | 170602 | $1.86B | 91 | 2026-03-31 | → |
| 588 | LUCAS GROUP FINANCIAL PLANNERS, INC. | SACRAMENTO | 130163 | $456.5M | 6 | 2026-01-31 | → |
| 589 | TELOS CAPITAL MANAGEMENT, INC. | SAN DIEGO | 149108 | $1.63B | 19 | 2026-05-31 | → |
| 590 | COVE STREET CAPITAL, LLC | HERMOSA BEACH | 156260 | $93.8M | 2 | 2026-03-31 | → |
| 591 | AIRE ADVISORS, LLC | BEVERLY HILLS | 307450 | $1.01B | 9 | 2026-06-30 | → |
| 592 | CASTLE COAST WEALTH, LLC | LA JOLLA | 298439 | $423.7M | 6 | 2026-04-30 | → |
| 593 | FOX, ROGER BENNETT | ENCINO | 129367 | $106.4M | 2 | 2026-05-31 | → |
| 594 | OLIVE STREET CAPITAL PARTNERS LLC | LOS ANGELES | 300115 | $165.3M | 2 | 2026-03-31 | → |
| 595 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | COSTA MESA | 146778 | $148.3M | 5 | 2026-03-31 | → |
| 596 | CHEVIOT VALUE MANAGEMENT, LLC | BEVERLY HILLS | 166291 | $1.17B | 7 | 2026-06-30 | → |
| 597 | CENTAURUS FINANCIAL, INC. | ANAHEIM | 30833 | $7.34B | 580 | 2025-07-31 | → |
| 598 | R.L. EVANS CO. INC. | BELLEVUE | 110699 | $545.0M | 3 | 2026-03-31 | → |
| 599 | SILVER CREEK ADVISORY PARTNERS LLC | SEATTLE | 156667 | $10.20B | 47 | 2026-03-31 | → |
| 600 | HEADWATER INVESTMENT CONSULTING,INC. | MCMINNVILLE | 133009 | $543.0M | 7 | 2026-03-31 | → |
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