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 | |
|---|---|---|---|---|---|---|---|
| 2001 | DECISION INVESTMENTS, INC. | SAN DIEGO | 145073 | $154.9M | 3 | 2026-03-31 | → |
| 2002 | LAKE AVENUE FINANCIAL LLC | PASADENA | 315746 | $154.7M | 5 | 2026-03-31 | → |
| 2003 | NEWBURY CAPITAL MANAGEMENT, LLC | SOUTH PASADENA | 148516 | $154.1M | 5 | 2026-03-31 | → |
| 2004 | MCT ENTERTAINMENT ADVISORS LLC | WEST HOLLYWOOD | 328135 | $154.0M | 7 | 2026-03-31 | → |
| 2005 | MILLENNIUM INVESTMENT SERVICES | VAN NUYS | 108744 | $153.9M | 3 | 2026-03-31 | → |
| 2006 | ALESSANDRA CAPITAL MANAGEMENT, LLC | TORRANCE | 123305 | $153.5M | 3 | 2026-03-31 | → |
| 2007 | R.H. DINEL INVESTMENT COUNSEL,INC. | LOS ANGELES | 106688 | $153.5M | 2 | 2026-03-31 | → |
| 2008 | ARTA FINANCE WEALTH MANAGEMENT, LLC | MOUNTAIN VIEW | 318714 | $153.4M | 68 | 2026-06-30 | → |
| 2009 | CLEAR RETIREMENT ADVICE LLC | SAN MATEO | 292667 | $153.4M | 1 | 2026-03-31 | → |
| 2010 | TME FINANCIAL, INC. | HUNTINGTON BEACH | 322851 | $153.1M | 3 | 2026-03-31 | → |
| 2011 | GARNER FINANCIAL MANAGEMENT, INC. | LAFAYETTE | 131628 | $152.6M | 2 | 2026-02-28 | → |
| 2012 | WELLSPRING ADVISORS, INC. | HILLSBORO | 147861 | $152.2M | 5 | 2026-03-31 | → |
| 2013 | DIMENSIONS WEALTH MANAGEMENT, LLC | ROSEVILLE | 298928 | $152.1M | 2 | 2026-03-31 | → |
| 2014 | CHROMECORE, LLC | SAN FRANCISCO | 311539 | $152.0M | 2 | 2026-05-31 | → |
| 2015 | REDWOOD COAST FINANCIAL PARTNERS | EUREKA | 226560 | $151.8M | 4 | 2026-01-31 | → |
| 2016 | CLASSIC FINANCIAL & INSURANCE SERVICES, INC. | WESTLAKE VILLAGE | 120228 | $151.6M | 4 | 2026-03-31 | → |
| 2017 | RED CRANE WEALTH MANAGEMENT, LLC | PALO ALTO | 284006 | $151.6M | 3 | 2026-02-28 | → |
| 2018 | SKYLINER WEALTH, LLC | BEND | 332426 | $151.4M | 5 | 2026-03-31 | → |
| 2019 | REDWOOD GROVE WEALTH MANAGEMENT LLC | SAN RAFAEL | 150667 | $151.3M | 3 | 2026-03-31 | → |
| 2020 | SUNRISE FINANCIAL SERVICES LLC | BURIEN | 325955 | $151.2M | 5 | 2026-04-30 | → |
| 2021 | CASCADE FINANCIAL STRATEGIES, LLC | BEND | 166610 | $150.9M | 5 | 2026-03-31 | → |
| 2022 | CARMANDALIAN FINANCIAL GROUP, LLC | WESTLAKE VILLAGE | 292458 | $150.8M | 2 | 2026-04-30 | → |
| 2023 | MH & ASSOCIATES SECURITIES MANAGEMENT CORP | CARLSBAD | 110516 | $150.5M | 4 | 2025-11-30 | → |
| 2024 | LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | GRANITE BAY | 319078 | $149.8M | 2 | 2026-05-31 | → |
| 2025 | WHITE & COMPANY FINANCIAL PLANNING, INC. | SUNNYSIDE | 115326 | $149.8M | 4 | 2026-03-31 | → |
| 2026 | ALTEGRIS ADVISORS, LLC | SAN JUAN CAPISTRANO | 154003 | $149.6M | 3 | 2025-03-31 | → |
| 2027 | MONSON WEALTH MANAGEMENT, INC. | KENNEWICK | 169857 | $149.5M | 3 | 2026-03-31 | → |
| 2028 | BELLINGHAM CAPITAL MANAGEMENT, INC. | BELLINGHAM | 151684 | $149.2M | 5 | 2026-06-30 | → |
| 2029 | SIDOXIA CAPITAL MANAGEMENT, LLC | NEWPORT BEACH | 145969 | $149.0M | 2 | 2026-06-30 | → |
| 2030 | SANDENA, INC. | SAN DIEGO | 322947 | $148.8M | 7 | 2026-03-31 | → |
| 2031 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | COSTA MESA | 146778 | $148.3M | 5 | 2026-03-31 | → |
| 2032 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 2033 | BAKER STREET CAPITAL MANAGEMENT, LLC | LOS ANGELES | 160775 | $148.2M | 3 | 2024-12-31 | → |
| 2034 | BROADWING CAPITAL ADVISORS, INC. | LARKSPUR | 127513 | $148.0M | 2 | 2026-02-28 | → |
| 2035 | AXIA WEALTH MANAGEMENT INC | BEND | 155890 | $148.0M | 3 | 2026-06-30 | → |
| 2036 | TOTAL WEALTH SOLUTIONS, INC. | LOS ALTOS | 327794 | $148.0M | 2 | 2026-05-31 | → |
| 2037 | GLOBAL WEALTH STRATEGIES LLC | PALO ALTO | 127059 | $147.0M | 1 | 2026-04-30 | → |
| 2038 | BWA, LLC | SAN MATEO | 154878 | $146.9M | 1 | 2026-01-31 | → |
| 2039 | STONE STEPS FINANCIAL, LLC | ENCINITAS | 175289 | $146.6M | 6 | 2026-03-31 | → |
| 2040 | WESTBOUND EQUITY MANAGEMENT, LLC | PALO ALTO | 306955 | $146.2M | 5 | 2026-01-31 | → |
| 2041 | FMB RETIREMENT SERVICES | WESTLAKE VILLAGE | 164571 | $146.2M | 12 | 2026-03-31 | → |
| 2042 | FC WEALTH, INC. | BELLEVUE | 333296 | $146.0M | 2 | 2026-02-28 | → |
| 2043 | CORNERSTONE WEALTH ADVISORS, INC. | CARLSBAD | 309544 | $145.6M | 4 | 2026-02-28 | → |
| 2044 | STAPP WEALTH MANAGEMENT, PLLC | OLYMPIA | 116553 | $145.1M | 3 | 2026-06-30 | → |
| 2045 | DESMOND WEALTH MANAGEMENT, INC. | WALNUT CREEK | 118200 | $145.0M | 2 | 2026-03-31 | → |
| 2046 | WAGNER FINANCIAL, LLC | LAKE OSWEGO | 318448 | $144.7M | 5 | 2026-03-31 | → |
| 2047 | SCENIC MANAGEMENT LLC | SAN FRANCISCO | 315808 | $144.6M | 4 | 2026-06-30 | → |
| 2048 | SUMMA GLOBAL ADVISORS, LLC | CLACKAMAS | 148713 | $144.1M | 2 | 2026-06-30 | → |
| 2049 | HAVEN CAPITAL GROUP, INC. | WESTLAKE VILLAGE | 149641 | $143.9M | 1 | 2026-03-31 | → |
| 2050 | AQUA CAPITAL ADVISORS LLC | LOS ANGELES | 151887 | $143.8M | 4 | 2026-04-30 | → |
| 2051 | PROCORE ADVISORS, LLC | NEWPORT BEACH | 289037 | $143.7M | 3 | 2026-03-31 | → |
| 2052 | FOG CITY ADVISORS, LLC | ALBANY | 321822 | $143.6M | 5 | 2026-03-31 | → |
| 2053 | MAYFIELD ADVISORS, INC. | PALO ALTO | 144072 | $143.5M | 4 | 2026-03-31 | → |
| 2054 | S. R. SCHILL & ASSOCIATES, INC. | MERCER ISLAND | 105864 | $143.1M | 6 | 2026-03-31 | → |
| 2055 | BYRNE & COMPANY WEALTH MANAGEMENT, LLC | OLYMPIA | 160581 | $142.9M | 2 | 2026-05-31 | → |
| 2056 | APPIAN WAY FINANCIAL LLC | PASADENA | 168109 | $142.9M | 1 | 2026-03-31 | → |
| 2057 | ULTRA ADVISORY GROUP LLC | IRVINE | 338775 | $142.6M | 1 | 2026-04-30 | → |
| 2058 | RITTMANN CAPITAL MANAGEMENT CO | MORAGA | 108762 | $142.4M | 1 | 2026-01-31 | → |
| 2059 | RJ PATTERSON CAPITAL INVESTMENT GROUP INC. | SAN DIEGO | 281752 | $142.4M | 5 | 2026-06-30 | → |
| 2060 | MEDIA WEALTH, LLC | WALNUT CREEK | 308446 | $142.3M | 3 | 2025-04-30 | → |
| 2061 | SAPPHIRE STAR CAPITAL LLC | REDMOND | 226665 | $142.2M | 2 | 2026-03-31 | → |
| 2062 | LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT | SPOKANE | 335660 | $142.0M | 2 | 2026-01-31 | → |
| 2063 | SYNDICATED CAPITAL, INC. | DIAMOND BAR | 29037 | $142.0M | 12 | 2026-03-31 | → |
| 2064 | PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC | LOS GATOS | 173288 | $141.5M | 2 | 2026-03-31 | → |
| 2065 | BOURKE WEALTH MANAGEMENT | SANTA BARBARA | 297957 | $141.4M | 4 | 2026-02-28 | → |
| 2066 | ST. CLAIR FINANCIAL LLC | ROSEVILLE | 151251 | $141.3M | 2 | 2026-02-28 | → |
| 2067 | DERIVE WEALTH LLC | PASADENA | 284619 | $141.3M | 2 | 2026-01-31 | → |
| 2068 | ENTRUST INVESTMENT SERVICES, INC | CAMPBELL | 324860 | $141.1M | 3 | 2026-03-31 | → |
| 2069 | MPWA, INC. | BAKERSFIELD | 148484 | $140.8M | 3 | 2026-04-30 | → |
| 2070 | SHERMAN ASSET MANAGEMENT, INC. | VENTURA | 170861 | $140.8M | 1 | 2026-06-30 | → |
| 2071 | DLK INVESTMENT ADVISORS, LLC | MERCER ISLAND | 328897 | $140.7M | 2 | 2026-03-31 | → |
| 2072 | BOSMAN WEALTH MANAGEMENT, LLC | REDLANDS | 290550 | $140.1M | 1 | 2026-03-31 | → |
| 2073 | CLAREMONT FINANCIAL GROUP,INC. | CLAREMONT | 107806 | $140.0M | 4 | 2026-03-31 | → |
| 2074 | LEGACY PCG, LLC | NEWPORT | 283909 | $139.8M | 2 | 2026-03-31 | → |
| 2075 | SIKORSKI WEALTH MANAGEMENT, LLC | SAN DIEGO | 312805 | $139.6M | 3 | 2026-03-31 | → |
| 2076 | MAYA ADVISORS, INC. | PALO ALTO | 144325 | $138.2M | 1 | 2026-05-31 | → |
| 2077 | TANO CAPITAL, LLC | SAN MATEO | 160367 | $138.0M | 1 | 2026-03-31 | → |
| 2078 | STOCK FARM PARTNERS LLC | PALO ALTO | 300060 | $137.7M | 1 | 2026-03-31 | → |
| 2079 | APPLE & ASSOCIATES | GRASS VALLEY | 126849 | $137.7M | 4 | 2026-03-31 | → |
| 2080 | WALLENDER, TIMOTHY JOSEPH | MANHATTAN BEACH | 138301 | $137.3M | 1 | 2026-04-30 | → |
| 2081 | JOHNSON & SHUTE INVESTMENT ADVISORS, INC. | BOTHELL | 116667 | $137.3M | 2 | 2026-02-28 | → |
| 2082 | DEFINED FINANCIAL PLANNING LLC | SAN RAFAEL | 310137 | $137.3M | 5 | 2025-06-30 | → |
| 2083 | 21 WEST WEALTH MANAGEMENT LLC | TUSTIN | 304532 | $137.1M | 2 | 2026-06-30 | → |
| 2084 | ASCENSION WEALTH PARTNERS, LLC | PLEASANT HILL | 146451 | $136.9M | 2 | 2026-01-31 | → |
| 2085 | COOKE WEALTH MANAGEMENT, LLC | IRVINE | 127309 | $136.9M | 3 | 2026-02-28 | → |
| 2086 | JOHN W. BROOKER & CO., CPAS, PC | OAKLAND | 105437 | $136.4M | 10 | 2026-02-28 | → |
| 2087 | J K R & COMPANY, INC. | VAN NUYS | 8040 | $136.3M | 5 | 2026-05-31 | → |
| 2088 | CAPITOL FAMILY OFFICE, INC. | BEAVERTON | 312005 | $136.1M | 2 | 2026-03-31 | → |
| 2089 | WEALTHRISE FINANCIAL PLANNING, LLC | CARLSBAD | 283764 | $136.0M | 2 | 2026-03-31 | → |
| 2090 | BARRIER CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 312294 | $136.0M | 1 | 2026-03-31 | → |
| 2091 | 15 EQUITY, LLC | SANTA BARBARA | 310628 | $135.9M | 7 | 2026-03-31 | → |
| 2092 | HOT CREEK CAPITAL, L.L.C. | KIRKLAND | 162371 | $135.7M | 2 | 2026-02-28 | → |
| 2093 | LIGHT CAPITAL LLC | SANTA MONICA | 323373 | $135.3M | 2 | 2026-03-31 | → |
| 2094 | CRYSTAL COVE ASSET MANAGEMENT, LLC | NEWPORT BEACH | 289810 | $135.2M | 2 | 2026-03-31 | → |
| 2095 | DREAMERS MANAGEMENT LLC | EL SEGUNDO | 299919 | $135.2M | 7 | 2026-03-31 | → |
| 2096 | COLTON WEALTH MANAGEMENT | ARCADIA | 150486 | $135.1M | 3 | 2026-02-28 | → |
| 2097 | TRADEWINDS ASSET MANAGEMENT, LLC | PORTLAND | 323879 | $135.1M | 4 | 2026-02-28 | → |
| 2098 | BAY CLIADAKIS & ASSOCIATES, LLC | CHICO | 301214 | $135.0M | 3 | 2026-03-31 | → |
| 2099 | FORS FINANCIAL CONSULTING, PS | PORT ANGELES | 335705 | $134.9M | 3 | 2026-03-31 | → |
| 2100 | COPERNICUS CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 168302 | $134.8M | 3 | 2024-12-31 | → |
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