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 | |
|---|---|---|---|---|---|---|---|
| 2101 | SOUNDPATH RETIREMENT STRATEGIES, LLC | BELLEVUE | 315590 | $134.5M | 8 | 2026-01-31 | → |
| 2102 | CLARION ADVISORS INC. | AUBURN | 131081 | $134.4M | 1 | 2026-04-30 | → |
| 2103 | CIM CAPITAL SA MANAGEMENT, LLC | LOS ANGELES | 306166 | $134.2M | 160 | 2026-03-31 | → |
| 2104 | MURRAY FINANCIAL SERVICES, INC | CHICO | 176528 | $134.0M | 3 | 2026-03-31 | → |
| 2105 | LEWIS FINANCIAL, LLC | SAN LUIS OBISPO | 170324 | $133.9M | 3 | 2026-02-28 | → |
| 2106 | GARHWAL, CHAN & WILLIAMS INC. | SAN FRANCISCO | 125484 | $133.6M | 2 | 2026-01-31 | → |
| 2107 | WULFF, HANSEN & CO. | SAN RAFAEL | 908 | $132.5M | 9 | 2026-03-31 | → |
| 2108 | STITES FINANCIAL CONSULTING | WILTON | 293058 | $132.3M | 2 | 2026-03-31 | → |
| 2109 | JGC WEALTH MANAGEMENT, LLC | SALEM | 165770 | $132.0M | 3 | 2026-03-31 | → |
| 2110 | WEALTHMARK, LLC | BELLINGHAM | 144948 | $132.0M | 3 | 2026-03-31 | → |
| 2111 | SCHMITZ CAPITAL PARTNERS, LLC | MILL VALLEY | 105702 | $132.0M | 2 | 2026-04-30 | → |
| 2112 | CORINTHIAN WEALTH MANAGEMENT, INC. | SAN JOSE | 312196 | $131.7M | 3 | 2026-06-30 | → |
| 2113 | EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC | SEATTLE | 159018 | $131.6M | 1 | 2026-03-31 | → |
| 2114 | AWR INVESTMENT MANAGEMENT, LLC | SAN RAFAEL | 118538 | $131.6M | 2 | 2026-03-31 | → |
| 2115 | UPLEVEL WEALTH LLC | PORTLAND | 312641 | $131.4M | 2 | 2026-06-30 | → |
| 2116 | WARM SPRINGS ADVISORS INC. | LARKSPUR | 306501 | $131.3M | 3 | 2026-02-28 | → |
| 2117 | MIDDLETON & COMPANY | VANCOUVER | 284996 | $131.3M | 4 | 2026-04-30 | → |
| 2118 | SEATTLE WEALTH MANAGEMENT LLC | SEATTLE | 285877 | $131.3M | 2 | 2026-01-31 | → |
| 2119 | KERR FINANCIAL PLANNING CORPORATION | FRESNO | 277142 | $131.0M | 5 | 2026-05-31 | → |
| 2120 | ARIA WEALTH MANAGEMENT, INC. | SARATOGA | 288450 | $130.0M | 9 | 2026-04-30 | → |
| 2121 | VIDA WEALTH PARTNERS, INC. | SANTA BARBARA | 140824 | $129.6M | 1 | 2026-03-31 | → |
| 2122 | RSC ASSET MANAGEMENT GROUP, LLC | STUDIO CITY | 312211 | $129.2M | 9 | 2026-03-31 | → |
| 2123 | WOLFGANG CAPITAL LLC | TEMECULA | 283525 | $128.9M | 5 | 2026-02-28 | → |
| 2124 | PROSPETTIVA FINANCIAL LLC | SAN FRANCISCO | 148760 | $128.7M | 3 | 2026-03-31 | → |
| 2125 | BANTA ASSET MANAGEMENT LP | NEWPORT BEACH | 142987 | $128.7M | 4 | 2026-02-28 | → |
| 2126 | IG BETTER FUTURE MANAGEMENT, LLC | MENLO PARK | 314033 | $128.3M | 8 | 2026-04-30 | → |
| 2127 | HARBOR HILLS, INC. | MONTECITO | 312691 | $128.0M | 3 | 2026-03-31 | → |
| 2128 | OPUS PRIVATE WEALTH GROUP, LLC | ORANGE | 171317 | $128.0M | 3 | 2026-02-28 | → |
| 2129 | WE FINANCIAL GROUP LLC | SAN FRANCISCO | 298549 | $127.4M | 4 | 2026-04-30 | → |
| 2130 | FAIRCHILD FINANCIAL ADVISORS, INC. | FOLSOM | 165434 | $127.3M | 3 | 2026-03-31 | → |
| 2131 | WRIGHT WEALTH STRATEGIES, LLC | SAN LUIS OBISPO | 304289 | $127.2M | 2 | 2026-03-31 | → |
| 2132 | OXLEY, HARRY KEIR | SAN FRANCISCO | 136373 | $127.0M | 1 | 2026-03-31 | → |
| 2133 | IMPACT FIDUCIARY LLC | PASADENA | 288345 | $127.0M | 2 | 2026-02-28 | → |
| 2134 | MILLER FINANCIAL SERVICES, INC. | SAN JUAN CAPISTRANO | 339220 | $127.0M | 3 | 2026-03-31 | → |
| 2135 | KINGSFORD CAPITAL MANAGEMENT, LLC | POINT RICHMOND | 161445 | $127.0M | 4 | 2026-03-31 | → |
| 2136 | BRACKENWOOD CAPITAL MANAGEMENT, LLC | BAINBRIDGE ISLAND | 135478 | $126.6M | 2 | 2026-05-31 | → |
| 2137 | SHEPHERD STREET ADVISORS LLC | LARKSPUR | 306021 | $126.2M | 2 | 2026-03-31 | → |
| 2138 | ASPIRE PLANNING ASSOCIATES, INC. | WALNUT CREEK | 282179 | $126.2M | 3 | 2025-02-28 | → |
| 2139 | THIELEN CAPITAL CORPORATION | LADERA RANCH | 169139 | $126.0M | 1 | 2026-03-31 | → |
| 2140 | HYPHEN WEALTH MANAGEMENT LLC | LAFAYETTE | 338134 | $125.6M | 3 | 2026-03-31 | → |
| 2141 | EAST BEACH ASSET MANAGEMENT, LLC | LOS ANGELES | 310563 | $125.0M | 3 | 2026-04-30 | → |
| 2142 | HARBORVIEW ASSET MANAGEMENT LLC | GIG HARBOR | 332767 | $124.7M | 2 | 2026-03-31 | → |
| 2143 | AXIOM WEALTH STRATEGIES, LLC | BEND | 313124 | $124.7M | 3 | 2026-03-31 | → |
| 2144 | VORPAHL WING WEALTH ADVISORS, INC. | SPOKANE | 47548 | $124.4M | 5 | 2026-05-31 | → |
| 2145 | SURIENCE PRIVATE WEALTH LLC | YAKIMA | 313055 | $124.0M | 3 | 2026-05-31 | → |
| 2146 | INFINITY 8 INVESTMENTS, LLC | CUPERTINO | 152180 | $123.9M | 1 | 2026-06-30 | → |
| 2147 | CANDIDE GROUP, LLC | OAKLAND | 286086 | $123.6M | 13 | 2026-03-31 | → |
| 2148 | ZUCKERMAN CAPITAL MANAGEMENT, LLC | LOS ANGELES | 148549 | $123.5M | 2 | 2026-04-30 | → |
| 2149 | GALLAGHER WEALTH MANAGEMENT, INC | DANVILLE | 161266 | $123.5M | 4 | 2026-03-31 | → |
| 2150 | PACIFIC SPECIALTY INVESTMENT GROUP, LLC | NEWPORT BEACH | 282463 | $123.2M | 2 | 2026-05-31 | → |
| 2151 | DAVIES FINANCIAL ADVISORS, INC. | MURRIETA | 139764 | $123.1M | 10 | 2026-03-31 | → |
| 2152 | SAMARA INVESTMENT MANAGEMENT, LLC | BEAVERTON | 336178 | $123.0M | 2 | 2026-03-31 | → |
| 2153 | BRETTON CAPITAL MANAGEMENT LLC | SAN FRANCISCO | 154344 | $122.8M | 2 | 2026-03-31 | → |
| 2154 | SUNSTONE ADVISORS, LLC | IRVINE | 324002 | $122.8M | 25 | 2026-03-31 | → |
| 2155 | ENDURING WEALTH ADVISORS, LLC | TEMECULA | 323320 | $122.8M | 4 | 2026-03-31 | → |
| 2156 | CONTANGO WEALTH MANAGEMENT LLC | OAKLAND | 337757 | $122.8M | 2 | 2026-02-28 | → |
| 2157 | EVERY SECURITIES LLC | SACRAMENTO | 333167 | $122.7M | 4 | 2026-03-31 | → |
| 2158 | TRILLIUM INVESTMENTS LLC | EMERYVILLE | 300353 | $122.6M | 2 | 2026-04-30 | → |
| 2159 | SILVER CREEK CAPITAL MANAGEMENT LLC | SEATTLE | 122966 | $122.5M | 47 | 2026-03-31 | → |
| 2160 | INTEGRATED WEALTH ADVISORS, LLC | BELLEVUE | 314575 | $122.4M | 6 | 2026-06-30 | → |
| 2161 | PACIFIC COAST INVESTMENT ADVISORS, LLC | WEST LINN | 137963 | $122.2M | 1 | 2026-03-31 | → |
| 2162 | CAMBRIAN ASSET MANAGEMENT, INC. | MILL VALLEY | 291953 | $121.8M | 8 | 2026-03-31 | → |
| 2163 | LIFELONG WEALTH MANAGEMENT GROUP, LLC | LAKE OSWEGO | 291661 | $121.7M | 2 | 2026-06-30 | → |
| 2164 | WEALTH SCRIPT ADVISORS LLC | SAN FRANCISCO | 334760 | $121.4M | 2 | 2026-06-30 | → |
| 2165 | MATRIX PLANNING INC | SANTA MONICA | 110812 | $121.4M | 4 | 2026-04-30 | → |
| 2166 | LIFE STRATEGIES, INC. | LA JOLLA | 167732 | $121.2M | 2 | 2026-02-28 | → |
| 2167 | ARROW WEALTH ADVISORS, INC. | AUBURN | 290853 | $121.2M | 2 | 2026-06-30 | → |
| 2168 | TWEET MANAGEMENT SERVICES, INC. | LA MESA | 156730 | $120.5M | 1 | 2026-04-30 | → |
| 2169 | FULLERTON ADVISORS, LLC | DANVILLE | 148880 | $120.4M | 1 | 2026-01-31 | → |
| 2170 | DACHTLER WEALTH ADVISORS, LLC | FOLSOM | 335863 | $120.4M | 4 | 2026-03-31 | → |
| 2171 | GOLDBERG FINANCIAL ADVISORS, LLC | EL SEGUNDO | 158147 | $120.3M | 1 | 2026-04-30 | → |
| 2172 | MILE WEALTH MANAGEMENT LLC | IRVINE | 288519 | $120.1M | 1 | 2026-03-31 | → |
| 2173 | SASSER INVESTMENT MANAGEMENT, INC. | BERKELEY | 110886 | $120.1M | 3 | 2026-04-30 | → |
| 2174 | NEWPORT ASIA LLC | SAN FRANCISCO | 118682 | $120.1M | 9 | 2026-06-30 | → |
| 2175 | GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC | SAN DIEGO | 290153 | $120.0M | 2 | 2026-04-30 | → |
| 2176 | DCA FAMILY OFFICE, LLC | ROSEVILLE | 322047 | $119.9M | 16 | 2026-03-31 | → |
| 2177 | SCHAUER INVESTMENT MANAGEMENT, INC. | NORTHRIDGE | 283119 | $119.7M | 4 | 2026-06-30 | → |
| 2178 | TRIAD INVESTMENT MANAGEMENT, LLC | NEWPORT BEACH | 146786 | $119.5M | 2 | 2026-06-30 | → |
| 2179 | STOIC POINT CAPITAL MANAGEMENT LLC | PALO ALTO | 297766 | $119.5M | 3 | 2026-03-31 | → |
| 2180 | ENSPIRE WEALTH MANAGEMENT, LLC | SANTA ROSA | 325723 | $119.3M | 3 | 2026-02-28 | → |
| 2181 | AVANTIA INVESTMENT SERVICES, LLC | SEATTLE | 307869 | $119.1M | 3 | 2026-04-30 | → |
| 2182 | A.T. LLOYD'S, INC | SEATTLE | 148225 | $118.6M | 2 | 2025-05-31 | → |
| 2183 | HUDSON FINANCIAL SERVICES, INC. | AUBURN | 309675 | $118.6M | 4 | 2026-05-31 | → |
| 2184 | TERRAFIRMA WEALTH PARTNERS LLC | WALNUT CREEK | 331568 | $118.5M | 3 | 2026-03-31 | → |
| 2185 | MCM ADVISERS, LP | ORINDA | 110656 | $118.4M | 2 | 2026-03-31 | → |
| 2186 | CROSSPOINT CAPITAL STRATEGIES, LLC | ORINDA | 150212 | $118.0M | 2 | 2026-05-31 | → |
| 2187 | ARK WEALTH ADVISORS, LLC | YORBA LINDA | 309396 | $118.0M | 5 | 2026-03-31 | → |
| 2188 | AK GLOBAL ASSET MANAGEMENT, LLC | OAKLAND | 137530 | $117.8M | 2 | 2026-02-28 | → |
| 2189 | WILLAMETTE FINANCIAL ADVISORS, LLC | PORTLAND | 173482 | $117.5M | 3 | 2026-02-28 | → |
| 2190 | TRAIL FINANCIAL PLANNING LLC | BELLINGHAM | 165063 | $117.3M | 4 | 2026-03-31 | → |
| 2191 | BERESH, PATRICK MICHAEL | LARKSPUR | 137495 | $117.2M | 1 | 2026-02-28 | → |
| 2192 | GREYSTONE FINANCIAL & ESTATE SERVICES, INC. | KIRKLAND | 318092 | $117.1M | 1 | 2026-02-28 | → |
| 2193 | ALLPOINT FINANCIAL GROUP LLC | PETALUMA | 301028 | $116.8M | 5 | 2026-06-30 | → |
| 2194 | INVESTMENT MANAGERS GROUP, LLC | TEMECULA | 164203 | $116.8M | 2 | 2026-03-31 | → |
| 2195 | NIM WEALTH SOLUTIONS INC. | SAN JOSE | 334754 | $116.8M | 6 | 2026-05-31 | → |
| 2196 | ALIGN WEALTH MANAGEMENT, LLC | SAN JOSE | 323615 | $116.7M | 2 | 2026-02-28 | → |
| 2197 | TIDWELL WEALTH MANAGEMENT LLC | ROCKLIN | 309109 | $116.7M | 5 | 2026-05-31 | → |
| 2198 | LUNA CAPITAL MANAGEMENT, LLC | BURLINGAME | 307687 | $116.4M | 3 | 2026-06-30 | → |
| 2199 | HECKMAN FINANCIAL & INSURANCE SERVICES, INC. | SAN JOSE | 111549 | $116.4M | 5 | 2026-05-31 | → |
| 2200 | EBERT CAPITAL MANAGEMENT INC. | EUREKA | 155169 | $116.3M | 3 | 2026-05-31 | → |
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