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 | |
|---|---|---|---|---|---|---|---|
| 1801 | MADSON WEALTH ADVISORS INC. | SANTA ROSA | 338608 | $208.7M | 3 | 2026-04-30 | → |
| 1802 | CLARITY WEALTH DEVELOPMENT, LLC | CORVALLIS | 155103 | $208.6M | 5 | 2026-03-31 | → |
| 1803 | VOYAGER MANAGEMENT, LLC | LOS ANGELES | 135434 | $208.6M | 3 | 2026-02-28 | → |
| 1804 | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC | EUGENE | 290254 | $208.4M | 9 | 2026-02-28 | → |
| 1805 | FULCRUM WEALTH ADVISORS, LLC | BELLEVUE | 169277 | $208.0M | 3 | 2026-01-31 | → |
| 1806 | GATES PASS ADVISORS, LLC | LOS ALTOS | 269983 | $207.6M | 3 | 2026-06-30 | → |
| 1807 | LESA SROUFE & COMPANY, INC. | SEATTLE | 130232 | $207.3M | 4 | 2026-03-31 | → |
| 1808 | WFA OF SAN DIEGO, LLC | SAN DIEGO | 307404 | $206.9M | 5 | 2026-06-30 | → |
| 1809 | HARDWORKING CAPITAL ADVISORS, LLC | PALM DESERT | 226760 | $206.0M | 2 | 2026-03-31 | → |
| 1810 | BRIGHTPATH WEALTH PLANNING, LLC | CAMARILLO | 160563 | $205.8M | 5 | 2026-03-31 | → |
| 1811 | THE PUTNEY FINANCIAL GROUP LLC | SAN RAFAEL | 111639 | $205.4M | 8 | 2026-06-30 | → |
| 1812 | BLUE MARBLE INVESTMENTS, LLC | SANTA BARBARA | 141354 | $205.1M | 3 | 2026-05-31 | → |
| 1813 | EVOLUTION CAPITAL MANAGEMENT LLC | SANTA MONICA | 161668 | $204.1M | 12 | 2024-12-31 | → |
| 1814 | SPRINGWATER WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 167539 | $203.9M | 2 | 2026-03-31 | → |
| 1815 | RAYLIANT INVESTMENT RESEARCH | NEWPORT BEACH | 306119 | $203.5M | 21 | 2026-03-31 | → |
| 1816 | HANSEN & ASSOCIATES FINANCIAL GROUP INC. | ROSEVILLE | 168363 | $202.4M | 4 | 2026-05-31 | → |
| 1817 | JOHNSON LYMAN, INC. | LOS ALTOS | 150150 | $202.1M | 2 | 2026-03-31 | → |
| 1818 | SORTIS FUND MANAGER, LLC | PORTLAND | 315584 | $202.0M | 9 | 2026-03-31 | → |
| 1819 | CLEARVIEW WEALTH ADVISORS, LLC | SALEM | 305737 | $201.8M | 5 | 2026-03-31 | → |
| 1820 | PACIFIC FINANCIAL STRATEGIES, INC | THOUSAND OAKS | 151434 | $201.2M | 5 | 2026-06-30 | → |
| 1821 | AUTHENTIC VENTURES INVESTMENT MANAGER, LLC | OAKLAND | 304938 | $201.2M | 3 | 2026-06-30 | → |
| 1822 | WAVERLEY WEALTH MANAGEMENT LLC | MOUNTAIN VIEW | 156023 | $201.2M | 2 | 2026-01-31 | → |
| 1823 | MY PORTFOLIO GUIDE, LLC | SEAL BEACH | 153188 | $201.0M | 2 | 2026-02-28 | → |
| 1824 | LEGION PARTNERS ASSET MANAGEMENT, LLC | LOS ANGELES | 164136 | $200.9M | 4 | 2026-01-31 | → |
| 1825 | EMERALD BAY WEALTH MANAGEMENT LLC | TAHOE CITY | 160837 | $200.4M | 2 | 2026-03-31 | → |
| 1826 | ALLEN CAPITAL MANAGEMENT, LLC | VANCOUVER | 135147 | $200.0M | 9 | 2026-02-28 | → |
| 1827 | NEWBORE WEALTH MANAGEMENT, INC. | GLADSTONE | 306441 | $200.0M | 3 | 2026-03-31 | → |
| 1828 | CEDARSTONE ADVISORS | THOUSAND OAKS | 172653 | $198.4M | 3 | 2026-03-31 | → |
| 1829 | CROWN ADVISORS MANAGEMENT, INC. | LARKSPUR | 109720 | $197.8M | 2 | 2026-03-31 | → |
| 1830 | BENGAL ASSET MANAGEMENT, LLC | SANTA MONICA | 168688 | $197.6M | 7 | 2026-03-31 | → |
| 1831 | ATTENTIVE INVESTMENTS, LLC | STOCKTON | 315478 | $197.5M | 5 | 2026-02-28 | → |
| 1832 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 1833 | APS ADVISORS | JACKSON | 153504 | $197.2M | 2 | 2026-03-31 | → |
| 1834 | L CAPITAL, LLC | WINDSOR | 277098 | $197.2M | 3 | 2026-03-31 | → |
| 1835 | CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW | 29775 | $196.8M | 14 | 2026-06-30 | → |
| 1836 | GOYETTE FINANCIAL PLANNING, INC | THOUSAND OAKS | 133566 | $196.7M | 1 | 2026-02-28 | → |
| 1837 | CONNOR CAPITAL SB, LLC | SANTA BARBARA | 283073 | $196.7M | 4 | 2026-03-31 | → |
| 1838 | CERTIFIED PLANNERS, INC. | SAN RAMON | 105364 | $196.6M | 2 | 2026-01-31 | → |
| 1839 | REYES FINANCIAL ARCHITECTURE INC. | SAN DIEGO | 153194 | $196.2M | 5 | 2026-03-31 | → |
| 1840 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | SAN FRANCISCO | 132264 | $195.9M | 1 | 2026-02-28 | → |
| 1841 | PLAN LIFE & WEALTH MANAGEMENT, INC. | FRESNO | 44960 | $195.4M | 6 | 2026-03-31 | → |
| 1842 | COLUMBIA RIVER FINANCIAL GROUP, LLC | VANCOUVER | 288539 | $194.8M | 4 | 2026-03-31 | → |
| 1843 | ACCORD EQUITY ADVISORS LLC | SAN FRANCISCO | 166977 | $194.3M | 7 | 2026-06-30 | → |
| 1844 | INTEGRITY WEALTH PARTNERS, LLC | WALNUT CREEK | 167314 | $193.9M | 4 | 2026-03-31 | → |
| 1845 | D. M. BRENNER, INC. | SOLANA BEACH | 134398 | $193.6M | 5 | 2026-03-31 | → |
| 1846 | XPV MANAGEMENT LLC | EL SEGUNDO | 322445 | $193.6M | 17 | 2026-04-30 | → |
| 1847 | JANUARY CAPITAL ADVISORS LLC | SAN FRANCISCO | 177514 | $193.2M | 4 | 2026-03-31 | → |
| 1848 | WILLNER & HELLER LLC | ENCINO | 135406 | $193.1M | 3 | 2026-06-30 | → |
| 1849 | BAYBRIDGE CAPITAL GROUP, LLC | LIVERMORE | 284867 | $192.9M | 4 | 2026-03-31 | → |
| 1850 | FALCON BRIDGE CAPITAL II, LLC | OAKLAND | 156661 | $192.7M | 6 | 2026-03-31 | → |
| 1851 | GREENSHIELDS CAPITAL LLC | EL SEGUNDO | 284814 | $192.5M | 2 | 2026-03-31 | → |
| 1852 | CLS FINANCIAL ADVISORS, INC. | PORTLAND | 152892 | $192.0M | 5 | 2026-03-31 | → |
| 1853 | K2 FINANCIAL INC. | GLENDORA | 300913 | $191.6M | 10 | 2026-03-31 | → |
| 1854 | IPCC ADVISOR, LP | SANTA MONICA | 323562 | $191.3M | 45 | 2025-03-31 | → |
| 1855 | ANCHOR CAPITAL MANAGEMENT GROUP, INC. | ALISO VIEJO | 123543 | $191.2M | 3 | 2026-03-31 | → |
| 1856 | COLUMBIA RIVER ADVISORS, LLC | TACOMA | 154571 | $191.1M | 6 | 2026-04-30 | → |
| 1857 | M83 INVESTMENT GROUP, LLC | CALABASAS | 332416 | $191.0M | 6 | 2025-12-31 | → |
| 1858 | DRH INVESTMENTS, INC. | THOUSAND OAKS | 164945 | $191.0M | 4 | 2026-03-31 | → |
| 1859 | DYNAMIC WEALTH STRATEGIES, LLC | GRANITE BAY | 167594 | $190.7M | 8 | 2026-03-31 | → |
| 1860 | SILICON BEACH WEALTH, LLC | MARINA DEL REY | 310051 | $190.1M | 5 | 2026-03-31 | → |
| 1861 | KEITH HAMILTON, INC. | LA JOLLA | 155865 | $188.9M | 5 | 2026-03-31 | → |
| 1862 | HIGHROAD WEALTH ADVISORS, LLC | COOS BAY | 331566 | $188.5M | 3 | 2026-01-31 | → |
| 1863 | WILSHIRE QUINN CAPITAL, INC. | SAN DIEGO | 148012 | $188.4M | 6 | 2026-01-31 | → |
| 1864 | BRISTLECONE VALUE PARTNERS, LLC | LOS ANGELES | 128117 | $188.4M | 3 | 2026-02-28 | → |
| 1865 | FRANK FINANCIAL SERVICES | CARLSBAD | 147537 | $188.2M | 2 | 2026-02-28 | → |
| 1866 | ARCA INVESTMENT MANAGEMENT, LLC | MARINA DEL REY | 298298 | $188.1M | 25 | 2026-03-31 | → |
| 1867 | TOPTURN CAPITAL, LLC | CARMEL | 151464 | $187.4M | 5 | 2026-03-31 | → |
| 1868 | HELMSMAN FINANCIAL GROUP, LLC | WOODINVILLE | 113780 | $187.2M | 3 | 2026-03-31 | → |
| 1869 | WARD & ASSOCIATES | SAN DIEGO | 107878 | $187.2M | 2 | 2026-06-30 | → |
| 1870 | BANCREEK CAPITAL ADVISORS, LLC | SANTA MONICA | 328736 | $187.1M | 3 | 2026-03-31 | → |
| 1871 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | BEVERLY HILLS | 104695 | $187.0M | 3 | 2026-03-31 | → |
| 1872 | QUANTITATIVE STRATEGIES, INC. | CALABASAS | 117908 | $186.8M | 2 | 2025-03-31 | → |
| 1873 | ASL FINANCIAL, LLC | LOS GATOS | 115479 | $186.7M | 1 | 2026-01-31 | → |
| 1874 | SLOY DAHL & HOLST HOLDINGS, INC | VANCOUVER | 310107 | $186.6M | 3 | 2026-04-30 | → |
| 1875 | BERSOT CAPITAL MANAGEMENT, LLC | TIBURON | 139090 | $186.2M | 3 | 2025-02-28 | → |
| 1876 | TOTAL WEALTH SERVICES, LLC | WESTLAKE VILLAGE | 331833 | $186.1M | 6 | 2026-03-31 | → |
| 1877 | THE KOCEN FINANCIAL GROUP, INC. | RANCHO MIRAGE | 112129 | $185.9M | 5 | 2026-03-31 | → |
| 1878 | GRATIA CAPITAL, LLC | LOS ANGELES | 163876 | $185.8M | 4 | 2026-03-31 | → |
| 1879 | DOHENY ASSET MANAGEMENT, L.L.C. | LOS ANGELES | 106434 | $185.7M | 3 | 2026-03-31 | → |
| 1880 | ARCHER POINTE WEALTH MANAGEMENT, LLC | DAVIS | 308777 | $185.6M | 2 | 2026-03-31 | → |
| 1881 | CPWA LLC | HOOD RIVER | 322424 | $185.5M | 3 | 2026-03-31 | → |
| 1882 | GUILD INVESTMENT MANAGEMENT, INC. | WESTLAKE VILLAGE | 108390 | $185.2M | 4 | 2026-03-31 | → |
| 1883 | TORREY-PAYNE WEALTH MANAGEMENT, LLC | PASADENA | 336703 | $184.8M | 2 | 2026-03-31 | → |
| 1884 | LOGIC WEALTH MANAGEMENT, LLC | PASADENA | 153453 | $184.7M | 9 | 2026-03-31 | → |
| 1885 | SAPIENCE INVESTMENTS, LLC | IRVINE | 284720 | $184.7M | 7 | 2025-03-31 | → |
| 1886 | SELKIRK WEALTH ADVISORS, LLC | SPOKANE | 173605 | $184.4M | 4 | 2026-03-31 | → |
| 1887 | MADRID FINANCIAL SERVICES, INC. | MANHATTAN BEACH | 172464 | $184.2M | 2 | 2026-02-28 | → |
| 1888 | LONGEVITY CAPITAL MANAGEMENT LLC | THOUSAND OAKS | 328283 | $184.2M | 3 | 2026-03-31 | → |
| 1889 | AUTHENTIKOS WEALTH ADVISORY LLC | MORGAN HILL | 286646 | $184.1M | 5 | 2026-03-31 | → |
| 1890 | KITTYHAWK VENTURES, LLC | LOS ANGELES | 290082 | $184.0M | 2 | 2026-03-31 | → |
| 1891 | TRYPERION HOLDINGS LLC | BEVERLY HILLS | 329349 | $184.0M | 11 | 2026-04-30 | → |
| 1892 | VINCIMUS CAPITAL, LLC | MALIBU | 321865 | $183.7M | 4 | 2026-05-31 | → |
| 1893 | OPEN DOOR INVESTMENT MANAGEMENT LTD. | SAN FRANCISCO | 159123 | $183.4M | 17 | 2026-03-31 | → |
| 1894 | ALTAMONT WEALTH MANAGEMENT, INC. | LIVERMORE | 136031 | $182.9M | 3 | 2026-03-31 | → |
| 1895 | GENTER ADVISORS LLC | LOS ANGELES | 113916 | $182.8M | 63 | 2026-04-30 | → |
| 1896 | GSI CAPITAL ADVISORS LLC | NEWPORT BEACH | 135143 | $182.4M | 4 | 2026-04-30 | → |
| 1897 | FINANCIAL FREEDOM FOR DENTISTS LLC | SNOQUALMIE | 301981 | $182.2M | 3 | 2026-06-30 | → |
| 1898 | ANGELES FAMILY OFFICE, LLC | SANTA MONICA | 338266 | $182.0M | 5 | 2026-06-30 | → |
| 1899 | TRILINC GLOBAL ADVISORS, LLC | MANHATTAN BEACH | 285161 | $181.7M | 19 | 2026-04-30 | → |
| 1900 | STONEPINE CAPITAL MANAGEMENT, LLC | BEND | 139891 | $181.0M | 4 | 2026-06-30 | → |
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