Data / Investment advisers / Over $100 billion in AUM / California
Investment advisers in California with Over $100 billion in AUM: 23 firms
23 SEC registered investment advisers in California report over $100 billion in regulatory assets under management, $18.1 trillion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Capital Research and Management Company with $4.3 trillion.
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- 23Advisers
- 23SEC registered
- $18.1 trillionTotal AUM
- 23Advisers over $100 million
- 15Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Capital Research and Management Company | Los Angeles | $4.32 trillion | 23,578 | 1,395 | Not listed | (213) 486-9200 | retirementsolutions.financialtrans.com | adviserinfo.sec.gov |
| Blackrock Fund Advisors | San Francisco | $4.28 trillion | 556 | 128 | Not listed | (415) 670-2000 | adviserinfo.sec.gov | |
| Pacific Investment Management Company LLC | Newport Beach | $3.67 trillion | 2,835 | 1,968 | 210 | (949) 720-6000 | adviserinfo.sec.gov | |
| Charles Schwab Investment Management, Inc | San Francisco | $1.72 trillion | 856,597 | 946 | Not listed | (800) 650-9744 | thomaspartnersinvestmentmanagement.com | adviserinfo.sec.gov |
| Franklin Advisers, Inc. | San Mateo | $509.45 billion | 25,018 | 384 | 73 | (650) 312-3000 | ftinstitutionalapac.com | adviserinfo.sec.gov |
| Dodge & Cox | San Francisco | $466.56 billion | 740 | 336 | 2 | (415) 981-1710 | adviserinfo.sec.gov | |
| Ares Management LLC | Los Angeles | $458.82 billion | 715 | 3,990 | 682 | (310) 201-4100 | aresfoundation.org | adviserinfo.sec.gov |
| Edelman Financial Engines | Santa Clara | $326.29 billion | 1,517,156 | 1,679 | Not listed | (833) 752-6333 | edelmanfinancialengines.com | adviserinfo.sec.gov |
| KKR Credit Advisors (US) LLC | San Francisco | $270.85 billion | 204 | 609 | 108 | (415) 315-3620 | kkrgcof.com.au | adviserinfo.sec.gov |
| Capital Bank and Trust Company | Irvine | $257.02 billion | 595 | 106 | Not listed | (949) 975-5000 | adviserinfo.sec.gov | |
| Western Asset Management Company | Pasadena | $184.99 billion | 31,897 | 137 | 33 | (626) 844-9400 | adviserinfo.sec.gov | |
| Oaktree Capital Management, L.P. | Los Angeles | $183.29 billion | 620 | 905 | 284 | (213) 830-6300 | adviserinfo.sec.gov | |
| Global Retirement Partners LLC | San Rafael | $169.58 billion | 33,988 | 464 | Not listed | (415) 526-2753 | grpfinancial.com | adviserinfo.sec.gov |
| Payden & Rygel | Los Angeles | $158.23 billion | 895 | 194 | 3 | (213) 625-1900 | payden.com | adviserinfo.sec.gov |
| Aperio Group, LLC | Sausalito | $152.13 billion | 33,901 | 208 | Not listed | (415) 339-4300 | blackrock.com | adviserinfo.sec.gov |
| Wilshire | Santa Monica | $149.10 billion | 650,319 | 307 | 97 | (310) 451-3051 | adviserinfo.sec.gov | |
| Primecap Management Co | Pasadena | $139.34 billion | 18 | 43 | Not listed | (626) 304-9222 | primecap.com | adviserinfo.sec.gov |
| Silver Lake Technology Management, LLC | Menlo Park | $117.70 billion | 38 | 227 | 38 | (650) 233-8120 | adviserinfo.sec.gov | |
| Iconiq Capital, LLC | San Francisco | $117.53 billion | 1,651 | 513 | 354 | (415) 967-7763 | iconiqcapital.com | adviserinfo.sec.gov |
| Hellman & Friedman LLC | San Francisco | $110.42 billion | 45 | 120 | 45 | (415) 788-5111 | adviserinfo.sec.gov | |
| Stepstone Group LP | LA Jolla | $107.82 billion | 412 | 978 | 409 | (858) 558-9700 | adviserinfo.sec.gov | |
| Andreessen Horowitz | Menlo Park | $106.48 billion | 119 | 738 | 119 | (650) 798-5800 | adviserinfo.sec.gov | |
| Vista Equity Partners Management, LLC | San Francisco | $106.02 billion | 128 | 643 | 125 | (415) 765-6500 | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.