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 | |
|---|---|---|---|---|---|---|---|
| 201 | WASHINGTON CAPITAL MANAGEMENT INC | SEATTLE | 105253 | $7.40B | 79 | 2026-06-30 | → |
| 202 | CENTAURUS FINANCIAL, INC. | ANAHEIM | 30833 | $7.34B | 580 | 2025-07-31 | → |
| 203 | CERCANO MANAGEMENT LLC | BELLEVUE | 315897 | $7.28B | 62 | 2026-06-30 | → |
| 204 | BADGLEY PHELPS WEALTH MANAGERS, LLC | SEATTLE | 315440 | $7.28B | 45 | 2026-03-31 | → |
| 205 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | SAN FRANCISCO | 124365 | $7.27B | 10 | 2026-02-28 | → |
| 206 | ANGELES INVESTMENT ADVISORS, LLC. | SANTA MONICA | 110213 | $7.27B | 28 | 2026-03-31 | → |
| 207 | TOP TIER CAPITAL PARTNERS, LLC | SAN FRANCISCO | 144546 | $7.27B | 41 | 2026-05-31 | → |
| 208 | VANGUARD PERSONALIZED INDEXING MANAGEMENT | OAKLAND | 285366 | $7.26B | 29 | 2026-03-31 | → |
| 209 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | LARKSPUR | 317318 | $7.24B | 32 | 2026-03-31 | → |
| 210 | EVERGREEN CAPITAL MANAGEMENT LLC | BELLEVUE | 104931 | $7.19B | 37 | 2026-03-31 | → |
| 211 | BUTTERFLY EQUITY LP | BEVERLY HILLS | 284667 | $7.08B | 36 | 2026-04-30 | → |
| 212 | CAMPBELL GLOBAL, LLC | PORTLAND | 111944 | $7.02B | 144 | 2026-04-30 | → |
| 213 | GALVANIZE CLIMATE SOLUTIONS LLC | SAN FRANCISCO | 316994 | $6.98B | 73 | 2026-04-30 | → |
| 214 | FRAZIER LIFE SCIENCES MANAGEMENT, LP | PALO ALTO | 317522 | $6.97B | 64 | 2026-03-31 | → |
| 215 | MEDLEY PARTNERS MANAGEMENT LLC | SAN FRANCISCO | 289836 | $6.96B | 15 | 2026-05-31 | → |
| 216 | NORTHSIDE CAPITAL MANAGEMENT LLC | HOOD RIVER | 107784 | $6.94B | 17 | 2026-03-31 | → |
| 217 | FOCUS POINT SOLUTIONS, INC | PORTLAND | 131195 | $6.78B | 40 | 2025-06-30 | → |
| 218 | SIGNATURE INVESTMENT ADVISORS, LLC | LOS ANGELES | 160715 | $6.76B | 21 | 2026-03-31 | → |
| 219 | BIVIUM CAPITAL PARTNERS, LLC | SAN FRANCISCO | 134529 | $6.73B | 16 | 2026-05-31 | → |
| 220 | SHAMROCK CAPITAL ADVISORS, LLC | LOS ANGELES | 153100 | $6.73B | 60 | 2026-06-30 | → |
| 221 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 106054 | $6.63B | 83 | 2026-03-31 | → |
| 222 | TURN/RIVER MANAGEMENT, L.P. | SAN FRANCISCO | 165897 | $6.59B | 99 | 2026-03-31 | → |
| 223 | OMNICAP GROUP LLC | EL SEGUNDO | 133387 | $6.51B | 15 | 2026-04-30 | → |
| 224 | JENSEN INVESTMENT MANAGEMENT INC | LAKE OSWEGO | 105281 | $6.48B | 36 | 2026-03-31 | → |
| 225 | NWF ADVISORY SERVICES INC | LOS ANGELES | 110410 | $6.43B | 111 | 2026-03-31 | → |
| 226 | AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. | LOS ANGELES | 304605 | $6.20B | 29 | 2026-03-31 | → |
| 227 | FAIRFIELD REALTY ADVISORS LLC | SAN DIEGO | 300633 | $6.20B | 370 | 2026-03-31 | → |
| 228 | DORSAL CAPITAL MANAGEMENT, LP | REDWOOD CITY | 160224 | $6.19B | 16 | 2026-03-31 | → |
| 229 | RIVERWOOD CAPITAL MANAGEMENT L.P. | MENLO PARK | 158267 | $6.17B | 51 | 2026-03-31 | → |
| 230 | FREEMAN SPOGLI MANAGEMENT CO., L.P. | LOS ANGELES | 156819 | $6.16B | 35 | 2026-03-31 | → |
| 231 | BVF PARTNERS L.P. | SAN FRANCISCO | 156149 | $6.11B | 13 | 2026-03-31 | → |
| 232 | LM CAPITAL GROUP, LLC | SAN DIEGO | 120277 | $6.10B | 20 | 2026-03-31 | → |
| 233 | VIVO CAPITAL LLC | PALO ALTO | 159868 | $6.10B | 62 | 2026-03-31 | → |
| 234 | SNYDER CAPITAL MANAGEMENT LP | SAN FRANCISCO | 108518 | $6.09B | 17 | 2026-03-31 | → |
| 235 | KCM INVESTMENT ADVISORS, LLC | GREENBRAE | 109629 | $6.02B | 20 | 2026-03-31 | → |
| 236 | CAPITAL RESEARCH & CONSULTING LLC | PASADENA | 109868 | $5.99B | 8 | 2026-06-30 | → |
| 237 | PARALLAX VOLATILITY ADVISERS, L.P. | SAN FRANCISCO | 158143 | $5.98B | 51 | 2026-03-31 | → |
| 238 | SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC | MARINA DEL REY | 156909 | $5.94B | 41 | 2026-04-30 | → |
| 239 | WESTMOUNT PARTNERS, LLC | LOS ANGELES | 158857 | $5.94B | 39 | 2026-05-31 | → |
| 240 | INDEX FUND ADVISORS, INC. | IRVINE | 109143 | $5.93B | 50 | 2026-03-31 | → |
| 241 | AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | SAN DIEGO | 131660 | $5.87B | 5 | 2026-03-31 | → |
| 242 | SABAL INVESTMENT ADVISORS, LLC | IRVINE | 169572 | $5.83B | 16 | 2026-03-31 | → |
| 243 | STEPSTONE GROUP PRIVATE DEBT LLC | LA JOLLA | 323711 | $5.79B | 0 | 2026-06-30 | → |
| 244 | MOSS ADAMS WEALTH ADVISORS LLC | BELLEVUE | 108917 | $5.77B | 59 | 2026-05-31 | → |
| 245 | BECKER CAPITAL MANAGEMENT INC | PORTLAND | 110489 | $5.73B | 42 | 2026-03-31 | → |
| 246 | DALTON INVESTMENTS, INC. | EL SEGUNDO | 308609 | $5.72B | 46 | 2026-03-31 | → |
| 247 | WEDBUSH SECURITIES INC. | PASADENA | 877 | $5.68B | 897 | 2026-04-30 | → |
| 248 | METIS GLOBAL PARTNERS, LLC | SAN DIEGO | 167276 | $5.67B | 11 | 2026-05-31 | → |
| 249 | BORDEAUX WEALTH ADVISORS LLC | MENLO PARK | 287758 | $5.64B | 34 | 2025-05-31 | → |
| 250 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | SAN DIEGO | 13162 | $5.63B | 43 | 2026-06-30 | → |
| 251 | ALPHAPOINT, INC. | CORONA DEL MAR | 130115 | $5.56B | 1 | 2026-03-31 | → |
| 252 | SIERRA INVESTMENT PARTNERS, INC. | WALNUT CREEK | 110954 | $5.50B | 9 | 2026-03-31 | → |
| 253 | ALTOS VENTURES MANAGEMENT, INC. | BURLINGAME | 162777 | $5.45B | 41 | 2026-06-30 | → |
| 254 | QUIET CAPITAL MANAGEMENT, LLC | SAN FRANCISCO | 287484 | $5.39B | 39 | 2026-04-30 | → |
| 255 | SILVER ROCK FINANCIAL LP | LOS ANGELES | 283335 | $5.38B | 31 | 2026-03-31 | → |
| 256 | CUSO FINANCIAL SERVICES, L.P. | SAN DIEGO | 42132 | $5.38B | 791 | 2025-08-31 | → |
| 257 | SOFINNOVA INVESTMENTS, INC. | MENLO PARK | 160297 | $5.37B | 41 | 2026-03-31 | → |
| 258 | ARENA CAPITAL ADVISORS LLC | LOS ANGELES | 170313 | $5.33B | 26 | 2026-05-31 | → |
| 259 | GLENDON CAPITAL MANAGEMENT L.P. | SANTA MONICA | 166119 | $5.24B | 19 | 2026-03-31 | → |
| 260 | LEADING EDGE INVESTMENT ADVISORS,LLC | SAN FRANCISCO | 136476 | $5.17B | 13 | 2026-02-28 | → |
| 261 | NEXUS CAPITAL MANAGEMENT LP | LOS ANGELES | 168618 | $5.13B | 29 | 2026-04-30 | → |
| 262 | SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. | SAN FRANCISCO | 160292 | $5.11B | 95 | 2026-03-31 | → |
| 263 | WHITE OAK GLOBAL ADVISORS, LLC | SAN FRANCISCO | 149659 | $5.11B | 58 | 2026-03-31 | → |
| 264 | RNC CAPITAL MANAGEMENT LLC | LOS ANGELES | 108618 | $5.10B | 63 | 2026-04-30 | → |
| 265 | BAKER AVENUE ASSET MANAGEMENT, LP | SAN FRANCISCO | 132657 | $5.09B | 57 | 2026-06-30 | → |
| 266 | FIRST FOUNDATION ADVISORS | IRVINE | 106075 | $5.06B | 53 | 2026-06-30 | → |
| 267 | PERCHERON INVESTMENT MANAGEMENT LP | SAN FRANCISCO | 312004 | $5.06B | 76 | 2026-03-31 | → |
| 268 | TCG CROSSOVER MANAGEMENT, LLC | PALO ALTO | 311718 | $5.06B | 16 | 2026-05-31 | → |
| 269 | PRECEPT ADVISORY GROUP LLC | IRVINE | 152776 | $5.01B | 8 | 2025-03-31 | → |
| 270 | EMPYREAN CAPITAL PARTNERS, LP | LOS ANGELES | 138978 | $4.97B | 31 | 2026-03-31 | → |
| 271 | DESTINATION WEALTH MANAGEMENT | WALNUT CREEK | 110365 | $4.95B | 68 | 2026-04-30 | → |
| 272 | PRIVATE MANAGEMENT GROUP INC | IRVINE | 104707 | $4.90B | 21 | 2026-04-30 | → |
| 273 | PACIFIC PORTFOLIO CONSULTING, LLC | SEATTLE | 139505 | $4.79B | 22 | 2025-03-31 | → |
| 274 | REDMILE GROUP, LLC | LARKSPUR | 143606 | $4.70B | 30 | 2026-06-30 | → |
| 275 | MENLO EQUITIES V LLC | MENLO PARK | 162139 | $4.69B | 52 | 2026-05-31 | → |
| 276 | ROUTE ONE INVESTMENT COMPANY, L.P. | SAN FRANCISCO | 156398 | $4.68B | 20 | 2026-03-31 | → |
| 277 | THE CLARIUS GROUP, LLC | SEATTLE | 173347 | $4.68B | 35 | 2025-06-30 | → |
| 278 | GLOBEFLEX CAPITAL LP | SAN DIEGO | 106417 | $4.60B | 26 | 2026-03-31 | → |
| 279 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | EDMONDS | 128990 | $4.57B | 24 | 2026-03-31 | → |
| 280 | HAWK RIDGE CAPITAL MANAGEMENT LP | LOS ANGELES | 163818 | $4.53B | 23 | 2026-03-31 | → |
| 281 | LNW WEALTH MANAGEMENT, LLC | SEATTLE | 113400 | $4.53B | 91 | 2025-10-31 | → |
| 282 | SIGNALFIRE MANAGEMENT SERVICES, LLC | SAN FRANCISCO | 194512 | $4.52B | 50 | 2026-03-31 | → |
| 283 | HALSEYPOINT ASSET MANAGEMENT, LLC | EL SEGUNDO | 305194 | $4.51B | 13 | 2026-03-31 | → |
| 284 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | PASADENA | 108033 | $4.48B | 40 | 2026-02-28 | → |
| 285 | SKYKNIGHT CAPITAL, L.P. | BURLINGAME | 281570 | $4.43B | 31 | 2026-03-31 | → |
| 286 | BERTRAM CAPITAL MANAGEMENT LLC | FOSTER CITY | 156920 | $4.43B | 46 | 2026-06-30 | → |
| 287 | NEXT LEGACY MANAGEMENT, LLC | PORTOLA VALLEY | 156640 | $4.41B | 26 | 2026-03-31 | → |
| 288 | SAND HILL GLOBAL ADVISORS, LLC | PALO ALTO | 111295 | $4.39B | 33 | 2026-03-31 | → |
| 289 | ADERO PARTNERS, LLC | WALNUT CREEK | 297808 | $4.38B | 50 | 2025-04-30 | → |
| 290 | SYON CAPITAL LLC | SAN FRANCISCO | 322776 | $4.38B | 17 | 2026-03-31 | → |
| 291 | HUMAN CAPITAL INVESTMENT MANAGEMENT LLC | SAN FRANCISCO | 296844 | $4.38B | 39 | 2026-05-31 | → |
| 292 | SCI CAPITAL PARTNERS LP | LOS ANGELES | 332592 | $4.37B | 13 | 2026-03-31 | → |
| 293 | THINK INVESTMENTS LP | SAN FRANCISCO | 169347 | $4.30B | 24 | 2026-04-30 | → |
| 294 | HENNESSY ADVISORS, INC. | NOVATO | 110770 | $4.25B | 19 | 2025-11-30 | → |
| 295 | SCHARF INVESTMENTS, LLC | LOS GATOS | 105508 | $4.21B | 23 | 2026-03-31 | → |
| 296 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | LONG BEACH | 105515 | $4.20B | 52 | 2026-03-31 | → |
| 297 | TRUELINK CAPITAL MANAGEMENT, LLC | LOS ANGELES | 323910 | $4.20B | 24 | 2026-03-31 | → |
| 298 | FLAHERTY & CRUMRINE INCORPORATED | PASADENA | 105499 | $4.15B | 14 | 2026-03-31 | → |
| 299 | STEELPEAK WEALTH, LLC | WOODLAND HILLS | 165168 | $4.15B | 84 | 2026-03-31 | → |
| 300 | NORTH REEF CAPITAL MANAGEMENT LP | LAGUNA BEACH | 311056 | $4.14B | 8 | 2026-03-31 | → |
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