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 | |
|---|---|---|---|---|---|---|---|
| 601 | ONE WEALTH ADVISORS, LLC | SAN FRANCISCO | 170910 | $1.25B | 13 | 2026-03-31 | → |
| 602 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | YAKIMA | 116891 | $958.1M | 19 | 2026-03-31 | → |
| 603 | NORTHWEST ADMINISTRATORS INC | SEATTLE | 106544 | $114.8M | 380 | 2026-03-31 | → |
| 604 | DEW POINT CAPITAL, INC. | LOS ANGELES | 305010 | $513.2M | 2 | 2026-03-31 | → |
| 605 | GEMMER ASSET MANAGEMENT LLC | WALNUT CREEK | 109034 | $2.36B | 16 | 2026-03-31 | → |
| 606 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | SAN JOSE | 139237 | $1.40B | 18 | 2026-06-30 | → |
| 607 | TIDECREST WEALTH MANAGEMENT, LLC | NEWPORT BEACH | 332422 | $249.7M | 3 | 2026-03-31 | → |
| 608 | POPLAR POINT CAPITAL MANAGEMENT LLC | BURLINGAME | 165411 | $110.1M | 1 | 2026-05-31 | → |
| 609 | NWK GROUP, INC. | SAN FRANCISCO | 124186 | $485.3M | 6 | 2026-03-31 | → |
| 610 | WEAVER CONSULTING GROUP, LLC | HUNTINGTON BEACH | 287895 | $1.05B | 7 | 2026-04-30 | → |
| 611 | CARMEL CAPITAL PARTNERS, LLC | SAN DIEGO | 123907 | $434.3M | 9 | 2026-03-31 | → |
| 612 | NWAM, LLC | MERCER ISLAND | 147923 | $4.13B | 62 | 2026-03-31 | → |
| 613 | ASCENT CAPITAL MANAGEMENT, LLC | BEND | 131423 | $445.6M | 6 | 2025-06-30 | → |
| 614 | FORTEM FINANCIAL GROUP, LLC | PALM DESERT | 291662 | $631.9M | 10 | 2026-04-30 | → |
| 615 | PROSPERITY ROAD, LLC | SANTA ANA | 281894 | $172.3M | 3 | 2026-03-31 | → |
| 616 | ACAS, LLC | RANCHO SANTA FE | 160657 | $393.4M | 5 | 2026-03-31 | → |
| 617 | TRUE NORTH RETIREMENT ADVISORS, LLC | CLACKAMAS | 290885 | $460.9M | 7 | 2026-03-31 | → |
| 618 | SP ASSET MANAGEMENT LLC | CUPERTINO | 323369 | $1.90B | 3 | 2026-03-31 | → |
| 619 | MOMENTOUS WEALTH MANAGEMENT, INC. | VANCOUVER | 288429 | $409.9M | 7 | 2026-03-31 | → |
| 620 | ETESIAN WEALTH ADVISORS, INC. | WEST LINN | 152127 | $503.3M | 8 | 2026-03-31 | → |
| 621 | BMB ADVISERS LLC | LOS ANGELES | 118410 | $655.8M | 3 | 2026-03-31 | → |
| 622 | MRAZ, AMERINE & ASSOCIATES, INC. | MODESTO | 158338 | $917.5M | 6 | 2026-03-31 | → |
| 623 | GRAND JEAN CAPITAL MANAGEMENT INC. | SAN FRANCISCO | 111738 | $557.7M | 6 | 2025-03-31 | → |
| 624 | RBO & CO, LLC | ST. HELENA | 112172 | $654.8M | 8 | 2026-01-31 | → |
| 625 | ESSENTIAL PARTNERS LLC | RANCHO SANTA FE, | 315959 | $401.1M | 2 | 2026-03-31 | → |
| 626 | M2 FINANCIAL LLC | VALENCIA | 288829 | $158.0M | 6 | 2026-05-31 | → |
| 627 | WEALTH ARCHITECTS, LLC | MOUNTAIN VIEW | 135373 | $2.42B | 23 | 2026-03-31 | → |
| 628 | PRIVATE ADVISORY GROUP LLC | REDMOND | 170043 | $2.14B | 31 | 2026-06-30 | → |
| 629 | CLEARLAKE CAPITAL GROUP, L.P. | SANTA MONICA | 157920 | $83.56B | 250 | 2026-06-30 | → |
| 630 | ALLIUM FINANCIAL ADVISORS, LLC | LAKE OSWEGO | 288462 | $733.5M | 10 | 2026-03-31 | → |
| 631 | CHANNEL WEALTH, LLC | SANTA BARBARA | 323461 | $850.9M | 17 | 2026-04-30 | → |
| 632 | JUST FUTURES ADVISORS, LLC | SAN FRANCISCO | 327226 | $46.7M | 6 | 2026-02-28 | → |
| 633 | NWM ADVISORS, LLC | SAN LUIS OBISPO | 283714 | $329.1M | 2 | 2026-02-28 | → |
| 634 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | SANTA MONICA | 167408 | $2.08B | 44 | 2025-05-31 | → |
| 635 | SMART PORTFOLIO LLC | BREA | 324633 | $44.1M | 2 | 2026-02-28 | → |
| 636 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
| 637 | LONGEVITY CAPITAL MANAGEMENT LLC | THOUSAND OAKS | 328283 | $184.2M | 3 | 2026-03-31 | → |
| 638 | VANTAGE WEALTH | PASADENA | 111324 | $683.8M | 6 | 2026-01-31 | → |
| 639 | SILICON VALLEY CAPITAL PARTNERS, L.P. | SAN JOSE | 125114 | $1.29B | 8 | 2026-03-31 | → |
| 640 | ASSET ONE WEALTH MANAGEMENT, LLC | BELLEVUE | 336350 | $982.5M | 19 | 2026-04-30 | → |
| 641 | ROBERTS WEALTH ADVISORS, LLC | MENLO PARK | 308827 | $446.0M | 6 | 2026-03-31 | → |
| 642 | ODER INVESTMENT MANAGEMENT, LLC | WOODLAND HILLS | 134506 | $366.7M | 6 | 2026-02-28 | → |
| 643 | OLYMPIC WEALTH MANAGEMENT LLC | BOTHELL | 154934 | $209.4M | 2 | 2025-01-31 | → |
| 644 | RUDNEY ASSOCIATES, INC. | ALAMO | 110235 | $940.2M | 2 | 2026-03-31 | → |
| 645 | GOULD ASSET MANAGEMENT LLC | CLAREMONT | 113098 | $1.03B | 15 | 2026-04-30 | → |
| 646 | PACIFIC SAGE PARTNERS, LLC | EDMONDS | 315663 | $986.3M | 8 | 2026-03-31 | → |
| 647 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | SAN LUIS OBISPO | 287683 | $423.0M | 8 | 2026-03-31 | → |
| 648 | DELARME WEALTH MANAGEMENT, INC. | PALOS VERDES ESTATES | 328372 | $256.5M | 3 | 2026-03-31 | → |
| 649 | DANIEL INVESTMENT ASSOCIATES, LLC | SANTA BARBARA | 157284 | $225.3M | 1 | 2026-03-31 | → |
| 650 | DEFINE FINANCIAL, LLC | SAN DIEGO | 286648 | $314.6M | 7 | 2026-05-31 | → |
| 651 | MANHATTAN WEST ASSET MANAGEMENT, LLC | LOS ANGELES | 283630 | $1.16B | 36 | 2026-06-30 | → |
| 652 | ALAMAR CAPITAL MANAGEMENT, LLC | SANTA BARBARA | 154413 | $260.3M | 3 | 2026-03-31 | → |
| 653 | RSC ASSET MANAGEMENT GROUP, LLC | STUDIO CITY | 312211 | $129.2M | 9 | 2026-03-31 | → |
| 654 | MARSHALL & SULLIVAN INC | SEATTLE | 105168 | $473.4M | 3 | 2025-01-31 | → |
| 655 | WESTERN FINANCIAL CORPORATION | SAN DIEGO | 6118 | $309.2M | 6 | 2026-05-31 | → |
| 656 | ANGELES FAMILY OFFICE, LLC | SANTA MONICA | 338266 | $182.0M | 5 | 2026-06-30 | → |
| 657 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | SAN DIEGO | 313332 | $430.0M | 2 | 2025-03-31 | → |
| 658 | SHARPER & GRANITE LLC | EL SEGUNDO | 136719 | $366.4M | 4 | 2026-03-31 | → |
| 659 | VISTICA WEALTH ADVISORS, LLC | CARLSBAD | 147297 | $260.1M | 5 | 2026-05-31 | → |
| 660 | LEDERER & ASSOCIATES INVESTMENT COUNSEL | LONG BEACH | 110376 | $244.3M | 3 | 2025-12-31 | → |
| 661 | DEFINED WEALTH MANAGEMENT, LLC | BEAVERTON | 306779 | $254.0M | 4 | 2026-06-30 | → |
| 662 | LEO H. EVART, INC. | REDWOOD CITY | 110263 | $269.9M | 3 | 2026-03-31 | → |
| 663 | SHERWOOD FINANCIAL PARTNERS, LLC | WESTLAKE VILLAGE | 301329 | $293.8M | 6 | 2026-04-30 | → |
| 664 | MISSION CREEK CAPITAL PARTNERS, INC. | SAN FRANCISCO | 151514 | $741.6M | 14 | 2026-03-31 | → |
| 665 | ACAP ASSET MANAGEMENT, INC. | STUDIO CITY | 149452 | $255.0M | 5 | 2026-03-31 | → |
| 666 | HESEN & HASLAM, LLC | WOODLAND HILLS | 286235 | $283.7M | 5 | 2026-03-31 | → |
| 667 | CASTLE WEALTH PLANNING LLC | SANTA BARBARA | 141601 | $236.4M | 3 | 2026-03-31 | → |
| 668 | AVISO WEALTH MANAGEMENT | BELLEVUE | 108146 | $621.3M | 9 | 2026-03-31 | → |
| 669 | KWB WEALTH | REDLANDS | 300921 | $1.23B | 10 | 2026-05-31 | → |
| 670 | INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK | 146569 | $673.9M | 7 | 2026-03-31 | → |
| 671 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | ALAMO | 107638 | $1.34B | 7 | 2026-03-31 | → |
| 672 | PROSSIMO ADVISORS LLC | SAN LUIS OBISPO | 289347 | $238.5M | 4 | 2026-03-31 | → |
| 673 | TORTUGA ADVISERS LLC | SIMI VALLEY | 137514 | $563.5M | 1 | 2026-04-30 | → |
| 674 | POTENTIA RIA, LLC | SAN JOSE | 329135 | $569.1M | 16 | 2026-03-31 | → |
| 675 | SPRINGWATER WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 167539 | $203.9M | 2 | 2026-03-31 | → |
| 676 | JOHN W. BROOKER & CO., CPAS, PC | OAKLAND | 105437 | $136.4M | 10 | 2026-02-28 | → |
| 677 | 5T WEALTH, LLC | NAPA | 112552 | $331.4M | 4 | 2026-03-31 | → |
| 678 | WOODWARD DIVERSIFIED CAPITAL, LLC | BAKERSFIELD | 306299 | $609.8M | 6 | 2026-03-31 | → |
| 679 | EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC | SAN FRANCISCO | 140929 | $169.8M | 4 | 2026-03-31 | → |
| 680 | WRIGHT WEALTH STRATEGIES, LLC | SAN LUIS OBISPO | 304289 | $127.2M | 2 | 2026-03-31 | → |
| 681 | MARIN FINANCIAL ADVISORS LLC | LARKSPUR | 135872 | $388.8M | 2 | 2026-03-31 | → |
| 682 | JACKSON SQUARE CAPITAL, LLC | SAN FRANCISCO | 300314 | $564.3M | 6 | 2026-03-31 | → |
| 683 | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC | SOUTH SAN FRANCISCO | 156541 | $397.1M | 6 | 2026-03-31 | → |
| 684 | L.S.Y., INC | SAN RAMON | 38 | $630.7M | 32 | 2026-06-30 | → |
| 685 | DAVIES FINANCIAL ADVISORS, INC. | MURRIETA | 139764 | $123.1M | 10 | 2026-03-31 | → |
| 686 | WEALTHMARK, LLC | BELLINGHAM | 144948 | $132.0M | 3 | 2026-03-31 | → |
| 687 | WEINBERGER ASSET MANAGEMENT, INC | LOS ANGELES | 106176 | $503.6M | 3 | 2026-03-31 | → |
| 688 | KACHKOVSKY & FISHER, INC. | SAN DIEGO | 117811 | $305.1M | 6 | 2026-03-31 | → |
| 689 | VINCIMUS CAPITAL, LLC | MALIBU | 321865 | $183.7M | 4 | 2026-05-31 | → |
| 690 | SAGE STONE WEALTH MANAGEMENT LLC | LA JOLLA | 155477 | $261.4M | 4 | 2026-03-31 | → |
| 691 | REVITATE FUND ADVISOR LLC | NEWPORT BEACH | 326939 | $398.6M | 15 | 2026-04-30 | → |
| 692 | FF ADVISORS, LLC | MANHATTAN BEACH | 316723 | $280.3M | 4 | 2026-03-31 | → |
| 693 | WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS | MISSION VIEJO | 106268 | $233.3M | 4 | 2026-03-31 | → |
| 694 | PAVION BLUE CAPITAL, LLC | NEWPORT BEACH | 301968 | $443.7M | 4 | 2026-03-31 | → |
| 695 | JAMISON HANSON ADVISORS LLC | SALEM | 139587 | $212.0M | 4 | 2026-03-31 | → |
| 696 | INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | SAN DIEGO | 323032 | $255.3M | 8 | 2026-04-30 | → |
| 697 | GRANT TANI BARASH & ALTMAN, LLC | BEVERLY HILLS | 319128 | $2.28B | 89 | 2026-05-31 | → |
| 698 | ASL FINANCIAL, LLC | LOS GATOS | 115479 | $186.7M | 1 | 2026-01-31 | → |
| 699 | HAROLD DAVIDSON & ASSOCIATES INC | LOS ANGELES | 110994 | $390.5M | 7 | 2026-03-31 | → |
| 700 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | VALENCIA | 135234 | $259.3M | 3 | 2026-02-28 | → |
Related Lists
Sleeve1,395 firms · 2026-06-30