Research Report · 2026-06-30
Largest Registered Investment Advisers in the West Coast
SEC-registered investment advisers based in the West Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,395
Total AUM
$24.88T
Median AUM
$446.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | CWC ADVISORS, LLC | LAKE OSWEGO | 127739 | $445.3M | 9 | 2026-04-30 | → |
| 1202 | WESTRIVER MANAGEMENT, LLC | SEATTLE | 161921 | $444.4M | 14 | 2026-03-31 | → |
| 1203 | O'BOYLE WEALTH MANAGEMENT, INC. | BEVERLY HILLS | 292849 | $443.9M | 5 | 2026-03-31 | → |
| 1204 | PAVION BLUE CAPITAL, LLC | NEWPORT BEACH | 301968 | $443.7M | 4 | 2026-03-31 | → |
| 1205 | GREYKASELL WEALTH STRATEGIES, INC. | DANVILLE | 329018 | $443.2M | 5 | 2026-03-31 | → |
| 1206 | SPIEGELMAN WEALTH MANAGEMENT, INC. | WALNUT CREEK | 336637 | $443.0M | 4 | 2026-06-30 | → |
| 1207 | JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT | VANCOUVER | 109542 | $442.7M | 3 | 2026-03-31 | → |
| 1208 | LIFESTEPS FINANCIAL, INC. | CLAREMONT | 153852 | $442.7M | 9 | 2026-06-30 | → |
| 1209 | FIGURE INVESTMENT ADVISORS, LLC | SAN FRANCISCO | 158307 | $442.2M | 5 | 2026-03-31 | → |
| 1210 | AG ASSET ADVISORY, LLC | LOS ANGELES | 154406 | $440.5M | 3 | 2026-03-31 | → |
| 1211 | OSTERWEIS CAPITAL MANAGEMENT INC | SAN FRANCISCO | 105421 | $439.4M | 66 | 2026-03-31 | → |
| 1212 | GROUNDFORCE CAPITAL MANAGEMENT, LLC | MILL VALLEY | 299383 | $439.2M | 10 | 2026-03-31 | → |
| 1213 | CLARITY CAPITAL PARTNERS LLC | NEWPORT BEACH | 129898 | $437.7M | 7 | 2025-07-31 | → |
| 1214 | PFG INVESTMENTS, LLC | JACKSONVILLE | 289256 | $436.8M | 28 | 2026-03-31 | → |
| 1215 | BLUEPRINT INVESTING LLC | SAN FRANCISCO | 151422 | $436.3M | 3 | 2026-06-30 | → |
| 1216 | WESTEND CAPITAL MANAGEMENT, LLC. | SAUSALITO | 120545 | $436.2M | 5 | 2026-03-31 | → |
| 1217 | CARMEL CAPITAL PARTNERS, LLC | SAN DIEGO | 123907 | $434.3M | 9 | 2026-03-31 | → |
| 1218 | SESTANTE WEALTH MANAGEMENT, LLC | CORONADO | 335152 | $433.9M | 4 | 2026-04-30 | → |
| 1219 | ROBINSWOOD FINANCIAL LLC | KIRKLAND | 143417 | $433.3M | 6 | 2026-05-31 | → |
| 1220 | BGV VC MANAGEMENT LLC | MENLO PARK | 298473 | $433.0M | 15 | 2026-03-31 | → |
| 1221 | REGENTS PARK FUNDS, LLC | IRVINE | 284684 | $433.0M | 7 | 2026-03-31 | → |
| 1222 | FACTION VENTURES, LLC | PALO ALTO | 318821 | $432.6M | 8 | 2026-03-31 | → |
| 1223 | ENGAGED CAPITAL, LLC | NEWPORT BEACH | 161251 | $432.3M | 11 | 2026-02-28 | → |
| 1224 | TRICORD ADVISORS, INC. | RIVERSIDE | 155749 | $431.5M | 5 | 2026-03-31 | → |
| 1225 | FOREWORD CAPITAL, LP | SAN FRANCISCO | 332205 | $431.5M | 9 | 2026-03-31 | → |
| 1226 | ARROWROOT FAMILY OFFICE, LLC | MARINA DEL REY | 168744 | $430.7M | 18 | 2026-03-31 | → |
| 1227 | VON BERGE WEALTH MANAGEMENT GROUP, LLC | SAN DIEGO | 313332 | $430.0M | 2 | 2025-03-31 | → |
| 1228 | LIGHTHOUSE FINANCIAL SERVICES INC | BREA | 110367 | $429.8M | 6 | 2026-01-31 | → |
| 1229 | KERUX, LLC | GRANITE BAY | 327724 | $428.0M | 2 | 2026-04-30 | → |
| 1230 | BELAY INVESTMENT GROUP, LLC | SHERMAN OAKS | 281985 | $427.5M | 16 | 2026-04-30 | → |
| 1231 | O'DONNELL FINANCIAL SERVICES, LLC | SAN RAFAEL | 172520 | $427.1M | 12 | 2026-03-31 | → |
| 1232 | TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC | LOS ANGELES | 332802 | $425.0M | 315 | 2026-05-31 | → |
| 1233 | SYRIOS WEALTH MANAGEMENT GROUP, INC. | LA JOLLA | 332139 | $424.6M | 3 | 2026-03-31 | → |
| 1234 | CASTLE COAST WEALTH, LLC | LA JOLLA | 298439 | $423.7M | 6 | 2026-04-30 | → |
| 1235 | BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. | SAN LUIS OBISPO | 287683 | $423.0M | 8 | 2026-03-31 | → |
| 1236 | MCCARTHY ASSET MANAGEMENT, INC. | REDWOOD SHORES | 118285 | $422.4M | 4 | 2026-03-31 | → |
| 1237 | RUBICON ADVISORS, GP | REDDING | 174447 | $420.7M | 20 | 2026-02-28 | → |
| 1238 | FRONT ROW ADVISORS LLC | TIBURON | 269910 | $420.4M | 8 | 2026-03-31 | → |
| 1239 | POTRERO CAPITAL RESEARCH, LLC | SAN FRANCISCO | 125909 | $419.6M | 4 | 2026-03-31 | → |
| 1240 | HARLOW WEALTH MANAGEMENT, INC. | VANCOUVER | 148315 | $419.4M | 16 | 2026-03-31 | → |
| 1241 | SEABIRD FINANCIAL CORPORATION | SAN DIEGO | 284125 | $419.1M | 6 | 2026-04-30 | → |
| 1242 | SILVER OAK ADVISORY GROUP, INC. | PORTLAND | 108298 | $418.9M | 8 | 2026-06-30 | → |
| 1243 | HONTE ADVISORS LLC | BERKELEY | 308341 | $417.7M | 7 | 2026-04-30 | → |
| 1244 | FLATROCK WEALTH PARTNERS LLC | NEWPORT BEACH | 321777 | $417.6M | 4 | 2026-06-30 | → |
| 1245 | EAGLE WEALTH MANAGEMENT GROUP INC. | VALENCIA | 327052 | $417.5M | 8 | 2026-04-30 | → |
| 1246 | DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | SHERMAN OAKS | 290062 | $415.5M | 4 | 2026-04-30 | → |
| 1247 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | PASADENA | 171971 | $415.5M | 9 | 2026-05-31 | → |
| 1248 | FLYWHEEL PRIVATE WEALTH LLC | LOS ALTOS | 325690 | $415.0M | 2 | 2026-03-31 | → |
| 1249 | CENTER CAPITAL PARTNERS LLC | BEVERLY HILLS | 315464 | $415.0M | 9 | 2026-04-30 | → |
| 1250 | OAK ASSET MANAGEMENT, LLC | WESTLAKE VILLAGE | 287856 | $413.8M | 4 | 2026-02-28 | → |
| 1251 | TED BUCHAN & COMPANY, LLC | SAN DIEGO | 140722 | $413.2M | 7 | 2026-03-31 | → |
| 1252 | ALETHEIAN WEALTH ADVISORS LLC | BELLEVUE | 304623 | $412.5M | 6 | 2026-02-28 | → |
| 1253 | LAKESIDE ADVISORS INC | SEATTLE | 104540 | $412.2M | 4 | 2026-04-30 | → |
| 1254 | PETIX & BOTTE COMPANY | LA MESA | 170020 | $411.9M | 4 | 2026-03-31 | → |
| 1255 | ZUNA, LLC | PORTLAND | 306113 | $411.3M | 6 | 2026-03-31 | → |
| 1256 | EVEREST PRIVATE WEALTH | CUPERTINO | 142945 | $410.8M | 3 | 2026-03-31 | → |
| 1257 | ESO MANAGEMENT SERVICES LLC | SAN MATEO | 165564 | $410.6M | 17 | 2026-03-31 | → |
| 1258 | LAVELLE CAPITAL LP | SAN FRANCISCO | 316754 | $410.1M | 3 | 2026-03-31 | → |
| 1259 | OGBORNE CAPITAL MANAGEMENT, LLC. | SAN FRANCISCO | 165833 | $410.0M | 3 | 2026-03-31 | → |
| 1260 | MOMENTOUS WEALTH MANAGEMENT, INC. | VANCOUVER | 288429 | $409.9M | 7 | 2026-03-31 | → |
| 1261 | BOYD WEALTH MANAGEMENT, LLC | SACRAMENTO | 293990 | $409.8M | 6 | 2026-03-31 | → |
| 1262 | PALOUSE CAPITAL MANAGEMENT, INC. | SPOKANE | 104573 | $408.5M | 3 | 2026-04-30 | → |
| 1263 | RANGE FINANCIAL GROUP, LLC | TIGARD | 290001 | $408.1M | 9 | 2026-06-30 | → |
| 1264 | NAVIGOE, LLC | REDONDO BEACH | 168716 | $407.8M | 3 | 2026-05-31 | → |
| 1265 | WOMACK WEALTH MANAGEMENT, INC. | MANHATTAN BEACH | 146126 | $406.9M | 7 | 2026-06-30 | → |
| 1266 | HURLEY FINANCIAL GROUP, INC. | CORVALLIS | 108983 | $406.5M | 6 | 2026-03-31 | → |
| 1267 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | SAN FRANCISCO | 158511 | $405.4M | 18 | 2026-03-31 | → |
| 1268 | MB GENERATIONAL WEALTH, LLC | SPOKANE | 327967 | $404.4M | 3 | 2026-03-31 | → |
| 1269 | MAINSAIL FINANCIAL GROUP, LLC | BELLEVUE | 317970 | $403.9M | 12 | 2026-06-30 | → |
| 1270 | HIDDEN COVE WEALTH MANAGEMENT, LLC | BAINBRIDGE ISLAND | 318677 | $403.5M | 7 | 2026-02-28 | → |
| 1271 | GOLDBERG ADVISERS, LLC | SAN RAFAEL | 134174 | $402.6M | 4 | 2026-04-30 | → |
| 1272 | O'NEIL GLOBAL ADVISORS, INC. | LOS ANGELES | 308150 | $401.9M | 40 | 2026-05-31 | → |
| 1273 | SILVER COAST INVESTMENTS LLC | SAN DIEGO | 167771 | $401.6M | 32 | 2026-03-31 | → |
| 1274 | ESSENTIAL PARTNERS LLC | RANCHO SANTA FE, | 315959 | $401.1M | 2 | 2026-03-31 | → |
| 1275 | HELM CAPITAL MANAGEMENT LLC | SEATTLE | 123174 | $400.8M | 1 | 2026-04-30 | → |
| 1276 | TICINO WEALTH LLC | MISSION VIEJO | 335808 | $400.2M | 4 | 2026-06-30 | → |
| 1277 | REVITATE FUND ADVISOR LLC | NEWPORT BEACH | 326939 | $398.6M | 15 | 2026-04-30 | → |
| 1278 | ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC | SOUTH SAN FRANCISCO | 156541 | $397.1M | 6 | 2026-03-31 | → |
| 1279 | MIRAMONTES CAPITAL, LLC | NEWPORT BEACH | 264786 | $396.9M | 15 | 2026-05-31 | → |
| 1280 | NEW INSIGHT WEALTH ADVISORS | SAN RAMON | 318083 | $396.9M | 7 | 2026-03-31 | → |
| 1281 | WAGNER LOFTIN INVESTMENT SERVICES LLC | PLEASANT HILL | 109770 | $396.4M | 7 | 2026-03-31 | → |
| 1282 | TAIYO PACIFIC PARTNERS L.P. | KIRKLAND | 160930 | $395.3M | 14 | 2026-03-31 | → |
| 1283 | KNUFF & COMPANY LLC | FOSTER CITY | 298203 | $393.9M | 4 | 2026-03-31 | → |
| 1284 | BELLEVUE ASSET MANAGEMENT, LLC | BELLEVUE | 129194 | $393.7M | 2 | 2026-02-28 | → |
| 1285 | ACAS, LLC | RANCHO SANTA FE | 160657 | $393.4M | 5 | 2026-03-31 | → |
| 1286 | CORE WEALTH PARTNERS LLC | SANTA ROSA | 322365 | $393.2M | 5 | 2026-02-28 | → |
| 1287 | PANORAMIC CAPITAL PARTNERS LLC | LAKE OSWEGO | 331349 | $392.7M | 7 | 2026-03-31 | → |
| 1288 | CARMEL CAPITAL MANAGEMENT L.L.C. | CARMEL | 120675 | $392.0M | 6 | 2026-02-28 | → |
| 1289 | DRC INVESTMENT ADVISORS, LLC | SANTA MONICA | 332680 | $391.0M | 4 | 2026-01-31 | → |
| 1290 | PLATT WEALTH MANAGEMENT, LLC | SAN DIEGO | 297487 | $390.6M | 5 | 2026-02-28 | → |
| 1291 | SHRIER WEALTH MANAGEMENT, LLC | LOS ANGELES | 332673 | $390.6M | 5 | 2026-02-28 | → |
| 1292 | HAROLD DAVIDSON & ASSOCIATES INC | LOS ANGELES | 110994 | $390.5M | 7 | 2026-03-31 | → |
| 1293 | CLEARLIGHT PARTNERS MANAGEMENT, LLC | NEWPORT BEACH | 157610 | $390.3M | 10 | 2026-03-31 | → |
| 1294 | HAHN CAPITAL MANAGEMENT, LLC | WALNUT CREEK | 108911 | $390.0M | 5 | 2026-03-31 | → |
| 1295 | PACIFIC POINT ADVISORS, LLC | SAN DIEGO | 310731 | $389.6M | 9 | 2026-03-31 | → |
| 1296 | AVISEN ADVISORS, LLC | SACRAMENTO | 113791 | $389.0M | 9 | 2026-03-31 | → |
| 1297 | MARIN FINANCIAL ADVISORS LLC | LARKSPUR | 135872 | $388.8M | 2 | 2026-03-31 | → |
| 1298 | SOCOTRA MANAGEMENT, INC. | SACRAMENTO | 328954 | $388.5M | 4 | 2026-03-31 | → |
| 1299 | PATHWAYS ADVISORY GROUP, INC. | FRESNO | 143817 | $388.5M | 10 | 2026-04-30 | → |
| 1300 | BRIAN D. LOWDER, INC. | SAN DIEGO | 105972 | $388.1M | 3 | 2026-01-31 | → |
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