Data / Investment advisers / $10 billion to $100 billion in AUM / California
Investment advisers in California with $10 billion to $100 billion in AUM: 121 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
121 SEC registered investment advisers in California report between $10 billion and $100 billion in regulatory assets under management, $3.8 trillion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Pathway Capital Management, LP with $97.8 billion.
The request: Every investment adviser in California with AUM in the range $10 billion to $100 billion, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 121Advisers
- 121SEC registered
- $3.8 trillionTotal AUM
- 121Advisers over $100 million
- 77Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Pathway Capital Management, LP | Irvine | $97.82 billion | 121 | 248 | 103 | (949) 622-1000 | pathwaycapital.com | adviserinfo.sec.gov |
| Ares Capital Management LLC | Los Angeles | $97.62 billion | 57 | 634 | 34 | (310) 201-4100 | adviserinfo.sec.gov | |
| WCM Investment Management | Laguna Beach | $96.77 billion | 6,728 | 102 | 15 | (949) 380-0200 | adviserinfo.sec.gov | |
| Assetmark, Inc. | Concord | $91.76 billion | 456,453 | 859 | Not listed | (800) 664-5345 | micro.fmgsuite.com | adviserinfo.sec.gov |
| Pantheon | San Francisco | $87.69 billion | 157 | 129 | 115 | (415) 249-6200 | adviserinfo.sec.gov | |
| Leonard Green & Partners, L.P. | Los Angeles | $85.60 billion | 117 | 96 | 107 | (310) 954-0444 | adviserinfo.sec.gov | |
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 147 | 250 | 93 | (310) 400-8800 | clearlake.com | adviserinfo.sec.gov |
| Sequoia Capital Operations, LLC | Menlo Park | $82.17 billion | 60 | 168 | 60 | (650) 854-3927 | sequoiacap.com | adviserinfo.sec.gov |
| TCW Asset Management Company LLC | Los Angeles | $81.18 billion | 218 | 431 | 39 | (213) 244-0000 | tcw.com | adviserinfo.sec.gov |
| Metropolitan West Asset Management LLC | Los Angeles | $78.52 billion | 107 | 377 | Not listed | (213) 244-0000 | tcw.com | adviserinfo.sec.gov |
| Alan Biller and Associates | Menlo Park | $65.07 billion | 52 | 51 | Not listed | (650) 328-7283 | alanbiller.com | adviserinfo.sec.gov |
| Capital International, Inc. | Los Angeles | $64.25 billion | 116 | 254 | 2 | (213) 486-9200 | podcasts.apple.com | adviserinfo.sec.gov |
| Causeway Capital Management LLC | Los Angeles | $62.24 billion | 565 | 103 | 11 | (310) 231-6100 | adviserinfo.sec.gov | |
| Ieq Capital, LLC | Foster City | $56.77 billion | 2,309 | 266 | Not listed | (650) 581-9807 | ieqcapital.com | adviserinfo.sec.gov |
| Wealthfront Advisers LLC | Palo Alto | $55.19 billion | 726,127 | 427 | Not listed | (855) 695-8437 | adviserinfo.sec.gov | |
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 29,892 | 780 | 5 | (949) 718-1600 | adviserinfo.sec.gov | |
| SB Investment Advisers (US) Inc. | Menlo Park | $53.47 billion | 1 | 194 | 1 | (650) 562-8211 | visionfund.com | adviserinfo.sec.gov |
| Farallon Capital Management, L.L.C. | San Francisco | $52.08 billion | 67 | 355 | 50 | (415) 421-2132 | faralloncapital.com | adviserinfo.sec.gov |
| Genstar Capital | San Francisco | $51.26 billion | 30 | 49 | 30 | (415) 834-2350 | gencap.com | adviserinfo.sec.gov |
| Lightspeed Venture Partners | Menlo Park | $50.01 billion | 51 | 132 | 51 | (650) 234-8300 | lsvp.com | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | $49.71 billion | 184 | 239 | 88 | (310) 235-5900 | crescentcap.com | adviserinfo.sec.gov |
| Cliffwater LLC | Marina Del Rey | $48.51 billion | 25 | 213 | 4 | (310) 448-5000 | bdcs.com | adviserinfo.sec.gov |
| Capital Group Private Client Services, Inc. | Los Angeles | $48.37 billion | 14,334 | 201 | 1 | (213) 486-9200 | adviserinfo.sec.gov | |
| Platinum Equity Advisors, LLC | Beverly Hills | $47.72 billion | 150 | 253 | 149 | (310) 712-1850 | adviserinfo.sec.gov | |
| Francisco Partners | San Francisco | $47.05 billion | 52 | 140 | 43 | (415) 418-2900 | adviserinfo.sec.gov | |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 4,293 | 64 | 16 | (949) 721-9580 | canterburyconsulting.com | adviserinfo.sec.gov |
| Chandler Asset Management Inc | San Diego | $45.31 billion | 509 | 54 | Not listed | (858) 546-3737 | adviserinfo.sec.gov | |
| Ep Wealth Advisors | Torrance | $45.15 billion | 20,738 | 618 | 2 | (310) 543-4559 | adviserinfo.sec.gov | |
| Aristotle Capital Management, LLC | Los Angeles | $43.54 billion | 5,169 | 170 | 1 | (310) 478-4005 | adviserinfo.sec.gov | |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 68 | 20 | 1 | (800) 800-7646 | pacificlife.com | adviserinfo.sec.gov |
| Lido | Los Angeles | $42.50 billion | 42,220 | 437 | 22 | (800) 301-5436 | lidoadvisors.com | adviserinfo.sec.gov |
| Callan | San Francisco | $41.94 billion | 25 | 202 | Not listed | (415) 974-5060 | callan.com | adviserinfo.sec.gov |
| Stepstone Group Real Assets LP | LA Jolla | $41.48 billion | 64 | 94 | 59 | (858) 558-9700 | stepstonepw.com | adviserinfo.sec.gov |
| Parnassus Investments, LLC | San Francisco | $41.09 billion | 30 | 87 | Not listed | (415) 778-0200 | parnassus.com | adviserinfo.sec.gov |
| Brandes Investment Partners, LP | LA Jolla | $40.65 billion | 13,504 | 149 | 18 | (858) 755-0239 | adviserinfo.sec.gov | |
| Los Angeles Capital Management LLC | Los Angeles | $40.58 billion | 71 | 103 | 5 | (310) 479-9998 | lacapm.com | adviserinfo.sec.gov |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | $39.36 billion | 24,735 | 134 | Not listed | (310) 556-2721 | adviserinfo.sec.gov | |
| TCW Investment Management Company LLC | Los Angeles | $38.82 billion | 4,982 | 405 | Not listed | (213) 244-0000 | adviserinfo.sec.gov | |
| Wealthspire Retirement Advisory | Aliso Viejo | $38.61 billion | 7,532 | 244 | Not listed | (949) 460-9898 | wealthspire.com | adviserinfo.sec.gov |
| Accel Management Co. L.L.C | Palo Alto | $38.03 billion | 83 | 91 | 83 | (650) 614-4800 | adviserinfo.sec.gov | |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | 1,301 | 195 | Not listed | (800) 814-8742 | adviserinfo.sec.gov | |
| Dragoneer Investment Group, LLC | San Francisco | $37.04 billion | 39 | 79 | 39 | (415) 539-3105 | dragoneer.com | adviserinfo.sec.gov |
| Hotchkis and Wiley Capital Management, LLC | Los Angeles | $36.93 billion | 103 | 64 | 2 | (213) 430-1000 | adviserinfo.sec.gov | |
| Woodline Partners LP | San Francisco | $36.66 billion | 6 | 102 | 2 | (415) 801-4550 | adviserinfo.sec.gov | |
| New Enterprise Associates | Menlo Park | $35.58 billion | 27 | 113 | 27 | (650) 854-9499 | adviserinfo.sec.gov | |
| Allworth Financial, L.P. | Folsom | $33.55 billion | 75,126 | 493 | Not listed | (916) 482-2196 | adviserinfo.sec.gov | |
| Ares Commercial Real Estate Management LLC | Los Angeles | $32.48 billion | 11 | 412 | 5 | (310) 201-4100 | adviserinfo.sec.gov | |
| SVB Asset Management | San Francisco | $32.32 billion | 458 | 24 | Not listed | (866) 719-9117 | svb.com | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | 32 | 31 | Not listed | (949) 325-8700 | syzygyassetmanagement.com | adviserinfo.sec.gov |
| First Pacific Advisors, LP | El Segundo | $32.00 billion | 41 | 73 | 13 | (800) 982-4372 | fpag.fpa.com | adviserinfo.sec.gov |
| Fuller & Thaler Asset Management Inc | San Mateo | $30.25 billion | 6,127 | 30 | Not listed | (650) 931-1500 | fullerthalerfunds.com | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | $29.77 billion | 83 | 173 | 43 | (310) 996-9700 | beachpoint.capital | adviserinfo.sec.gov |
| Voleon Capital Management LP | Berkeley | $29.38 billion | 23 | 158 | 17 | (510) 704-9870 | adviserinfo.sec.gov | |
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 44 | 46 | 6 | (949) 681-2100 | adviserinfo.sec.gov | |
| H&H International Investment, LLC | Palo Alto | $25.50 billion | 12 | 2 | Not listed | (650) 319-6832 | adviserinfo.sec.gov | |
| Makena Capital Management, LLC | Menlo Park | $24.28 billion | 48 | 77 | 29 | (650) 926-0510 | adviserinfo.sec.gov | |
| Accel-Kkr | Menlo Park | $23.81 billion | 32 | 117 | 32 | (650) 289-2460 | adviserinfo.sec.gov | |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 46 | 45 | 45 | (415) 986-7733 | adviserinfo.sec.gov | |
| K1 Investment Management LLC | Manhattan Beach | $23.60 billion | 26 | 75 | 26 | (800) 310-2870 | adviserinfo.sec.gov | |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 4,487 | 153 | 45 | (415) 417-3000 | adviserinfo.sec.gov | |
| Mercury Advisory, LLC | San Francisco | $22.57 billion | 15,065 | 7 | Not listed | (415) 878-1068 | medium.com | adviserinfo.sec.gov |
| Seia | Los Angeles | $22.54 billion | 9,833 | 241 | Not listed | (310) 712-2323 | adviserinfo.sec.gov | |
| TCV | Menlo Park | $22.51 billion | 34 | 79 | 34 | (650) 614-8200 | tcv.com | adviserinfo.sec.gov |
| Prime Finance Advisor, L.P. | San Francisco | $22.22 billion | 73 | 185 | 32 | (415) 986-2415 | adviserinfo.sec.gov | |
| Stockbridge Capital Group, LLC | San Francisco | $21.55 billion | 25 | 183 | 10 | (415) 658-3300 | stockbridge.com | adviserinfo.sec.gov |
| Pnmac Capital Management, LLC | Westlake Village | $21.35 billion | 1 | 44 | Not listed | (805) 849-3193 | adviserinfo.sec.gov | |
| Core and Value Advisors, LLC | San Francisco | $21.18 billion | 20 | 161 | 2 | (415) 658-3300 | adviserinfo.sec.gov | |
| Ribbit Capital | Palo Alto | $20.78 billion | 67 | 31 | 67 | (650) 485-3758 | adviserinfo.sec.gov | |
| Baker Street Advisors, LLC | San Francisco | $20.77 billion | 5,397 | 63 | Not listed | (415) 344-6180 | adviserinfo.sec.gov | |
| Meketa Fiduciary Management, LLC | Carlsbad | $20.14 billion | 49 | 1 | Not listed | (760) 795-3450 | meketa.com | adviserinfo.sec.gov |
| PCCP, LLC | Los Angeles | $20.10 billion | 48 | 175 | 40 | (310) 414-7870 | adviserinfo.sec.gov | |
| Ares Capital Management II LLC | Los Angeles | $19.64 billion | 29 | 924 | Not listed | (310) 201-4100 | adviserinfo.sec.gov | |
| Alpine Investors | San Francisco | $18.91 billion | 16 | 96 | 16 | (415) 392-9100 | alpineinvestors.com | adviserinfo.sec.gov |
| Altimeter Capital Management, LP | Menlo Park | $18.75 billion | 36 | 35 | 33 | (650) 257-8355 | adviserinfo.sec.gov | |
| Comprehensive Financial Management LLC | Los Gatos | $18.52 billion | 30 | 38 | Not listed | (408) 358-3316 | adviserinfo.sec.gov | |
| Greenoaks | San Francisco | $18.27 billion | 59 | 67 | 57 | (415) 942-5322 | greenoaks.com | adviserinfo.sec.gov |
| Aspiriant, LLC | Los Angeles | $18.05 billion | 12,173 | 218 | Not listed | (310) 806-4000 | aspiriant.com | adviserinfo.sec.gov |
| Patient Square Capital, LP | Menlo Park | $17.51 billion | 30 | 97 | 30 | (650) 677-8100 | patientsquarecapital.com | adviserinfo.sec.gov |
| Penserra Capital Management LLC | Orinda | $17.50 billion | 49 | 16 | Not listed | (800) 456-8850 | penserracapital.com | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | $17.21 billion | 67 | 117 | 60 | (858) 558-9700 | vimeo.com | adviserinfo.sec.gov |
| Mission Wealth Management, LP | Santa Barbara | $17.00 billion | 18,908 | 220 | Not listed | (805) 882-2360 | adviserinfo.sec.gov | |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | 21 | 27 | Not listed | (949) 681-2100 | adviserinfo.sec.gov | |
| Freestone Grove Partners LP | San Francisco | $16.48 billion | 6 | 182 | 2 | (415) 907-4100 | fgrovep.com | adviserinfo.sec.gov |
| Divco West Real Estate Services, LLC | San Francisco | $16.30 billion | 35 | 215 | 31 | (415) 284-5700 | yaleusa.com | adviserinfo.sec.gov |
| Farther | San Francisco | $16.01 billion | 44,421 | 571 | Not listed | (628) 246-8004 | adviserinfo.sec.gov | |
| Ci Global Investments Inc. | Oakland | $14.74 billion | 27 | 2 | Not listed | (416) 364-1145 | adviserinfo.sec.gov | |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 51 | 37 | 14 | (949) 261-4900 | paamcoprisma.com | adviserinfo.sec.gov |
| TSG Consumer Partners LP | Larkspur | $14.26 billion | 18 | 73 | 18 | (415) 217-2300 | tsgconsumer.com | adviserinfo.sec.gov |
| Oaktree Fund Advisors, LLC | Los Angeles | $14.10 billion | 14 | 451 | Not listed | (213) 830-6300 | osc.brookfieldoaktree.com | adviserinfo.sec.gov |
| Meritage Group LP | San Francisco | $14.09 billion | 12 | 55 | 9 | (415) 399-5330 | adviserinfo.sec.gov | |
| Concentric | Walnut Creek | $13.91 billion | 5,371 | 26 | Not listed | (888) 265-2257 | concentricinnovation.com | adviserinfo.sec.gov |
| Pinegrove Venture Partners, LLC | Menlo Park | $13.72 billion | 68 | 54 | 68 | (650) 519-0540 | adviserinfo.sec.gov | |
| STG Partners, LLC | Menlo Park | $13.43 billion | 25 | 87 | 25 | (650) 935-9500 | stgpartners.com | adviserinfo.sec.gov |
| Acorns | Irvine | $13.39 billion | 5,152,940 | 302 | Not listed | (855) 739-2859 | adviserinfo.sec.gov | |
| Parthenon Capital Partners | San Francisco | $13.35 billion | 14 | 40 | 14 | (415) 913-3900 | adviserinfo.sec.gov | |
| Asia Alternatives Management LLC | San Francisco | $13.24 billion | 158 | 47 | 131 | (415) 723-8100 | asiaalt.com | adviserinfo.sec.gov |
| Post Advisory Group, LLC | Los Angeles | $13.03 billion | 40 | 49 | 12 | (310) 996-9600 | postadvisory.com | adviserinfo.sec.gov |
| Alphacore Capital LLC | LA Jolla | $12.96 billion | 13,477 | 124 | Not listed | (858) 875-4100 | adviserinfo.sec.gov | |
| Independent Financial Group, LLC | San Diego | $12.93 billion | 54,951 | 624 | Not listed | (858) 436-3180 | ifgsd.com | adviserinfo.sec.gov |
| Gusto Investment Services, LLC | San Francisco | $12.70 billion | 527,852 | 3 | Not listed | (888) 228-3491 | retirement.gusto.com | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 27 | 12 | 17 | (800) 800-7646 | adviserinfo.sec.gov | |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | $11.88 billion | 56 | 73 | 54 | (310) 237-7594 | adviserinfo.sec.gov | |
| Paradigm Operations LP | San Francisco | $11.87 billion | 8 | 61 | 8 | (415) 830-5750 | paradigm.xyz | adviserinfo.sec.gov |
| FTV Capital | San Francisco | $11.86 billion | 18 | 119 | 18 | (415) 229-3000 | adviserinfo.sec.gov | |
| 137 Ventures Management, LLC | San Francisco | $11.81 billion | 50 | 25 | 42 | (415) 513-5222 | adviserinfo.sec.gov | |
| Everett Harris & Co | Los Angeles | $11.53 billion | 1,794 | 18 | Not listed | (213) 625-2677 | everettharris.com | adviserinfo.sec.gov |
| Vanguard Personalized Indexing Management | Oakland | $11.35 billion | 4,085 | 39 | Not listed | (844) 317-5190 | adviserinfo.sec.gov | |
| Perigon Wealth Management, LLC | San Francisco | $11.29 billion | 17,713 | 159 | Not listed | (877) 977-2555 | adviserinfo.sec.gov | |
| Valueact Capital Management, L.P. | San Francisco | $11.28 billion | 18 | 31 | 6 | (415) 362-3700 | valueact.com | adviserinfo.sec.gov |
| Camden Asset Management | Los Angeles | $11.17 billion | 17 | 19 | 14 | (310) 785-9755 | camdenasset.com | adviserinfo.sec.gov |
| Golden Gate Capital | San Francisco | $11.16 billion | 9 | 89 | 9 | (415) 983-2700 | goldengatecap.com | adviserinfo.sec.gov |
| Pure Financial Advisors, LLC | San Diego | $11.05 billion | 7,509 | 204 | Not listed | (866) 876-7873 | easiretirement.com | adviserinfo.sec.gov |
| Rpa Financial, LLC | San Rafael | $10.88 billion | 323 | 12 | Not listed | (415) 526-2753 | adviserinfo.sec.gov | |
| HGGC, LLC | Palo Alto | $10.84 billion | 26 | 57 | 26 | (650) 321-4910 | adviserinfo.sec.gov | |
| Generation Investment Management US LLP | San Francisco | $10.54 billion | 13 | 27 | 3 | (415) 619-3242 | medium.com | adviserinfo.sec.gov |
| Sequoia Global Equities | Menlo Park | $10.40 billion | 4 | 26 | 2 | (650) 854-3927 | sequoiacap.com | adviserinfo.sec.gov |
| Shuster Advisory Group, LLC | Pasadena | $10.32 billion | 1,026 | 15 | Not listed | (626) 578-0816 | sfgrpc.com | adviserinfo.sec.gov |
| Parallel Advisors, LLC | San Francisco | $10.31 billion | 4,242 | 137 | Not listed | (866) 627-6984 | adviserinfo.sec.gov | |
| Algert Global LLC | San Francisco | $10.20 billion | 22 | 24 | 4 | (415) 675-7300 | algertglobal.com | adviserinfo.sec.gov |
| Planmember Securities Corporation | Carpinteria | $10.12 billion | 69,645 | 429 | Not listed | (805) 684-1199 | planmember.com | adviserinfo.sec.gov |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | 10 | 7 | (212) 946-7650 | jerichocap.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.