Data / Investment advisers / Serving charitable organizations / California

Investment advisers in California serving charitable organizations: 604 firms

Name: Investment advisers in California serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

604 SEC registered investment advisers with a main office in California report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $190 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pacific Investment Management Company LLC.

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.

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604Advisers
$190 billionAUM from this client type
594Advisers over $100 million
November 2, 2026File date

Advisers in California serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record. The first 300 of 604 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Pacific Investment Management Company LLC	Newport Beach	71	$27.50 billion	$3.67 trillion	adviserinfo.sec.gov
Iconiq Capital, LLC	San Francisco	113	$24.11 billion	$117.53 billion	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	800	$22.47 billion	$152.13 billion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	105	$18.21 billion	$158.23 billion	adviserinfo.sec.gov
Pantheon	San Francisco	1	$11.69 billion	$87.69 billion	adviserinfo.sec.gov
Capital Group Private Client Services, Inc.	Los Angeles	713	$7.28 billion	$48.37 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	292	$5.26 billion	$184.99 billion	adviserinfo.sec.gov
Metropolitan West Asset Management LLC	Los Angeles	13	$4.65 billion	$78.52 billion	adviserinfo.sec.gov
Canterbury Consulting Incorporated	Newport Beach	57	$4.17 billion	$45.88 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	61	$3.38 billion	$466.56 billion	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	156	$3.36 billion	$54.87 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	286	$3.05 billion	$96.77 billion	adviserinfo.sec.gov
Meketa Fiduciary Management, LLC	Carlsbad	23	$3.02 billion	$20.14 billion	adviserinfo.sec.gov
Bivium Capital Partners, LLC	San Francisco	21	$2.85 billion	$6.73 billion	adviserinfo.sec.gov
Baker Street Advisors, LLC	San Francisco	34	$2.73 billion	$20.77 billion	adviserinfo.sec.gov
Angeles Investment Advisors	Santa Monica	32	$2.41 billion	$7.27 billion	adviserinfo.sec.gov
Bakeravenue	San Francisco	7	$1.92 billion	$7.72 billion	adviserinfo.sec.gov
Jordan Park Group LLC	San Francisco	21	$1.46 billion	$23.26 billion	adviserinfo.sec.gov
Causeway Capital Management LLC	Los Angeles	30	$1.43 billion	$62.24 billion	adviserinfo.sec.gov
Metis Global Partners, LLC	San Diego	4	$1.21 billion	$5.67 billion	adviserinfo.sec.gov
Aristotle Capital Management, LLC	Los Angeles	158	$1.17 billion	$43.54 billion	adviserinfo.sec.gov
Rimrock Capital Management LLC	Irvine	6	$988.9 million	$3.85 billion	adviserinfo.sec.gov
Lido	Los Angeles	290	$927.1 million	$42.50 billion	adviserinfo.sec.gov
Hotchkis and Wiley Capital Management, LLC	Los Angeles	11	$910.2 million	$36.93 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	1,649	$909.7 million	$91.76 billion	adviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLC	Los Angeles	40	$819.4 million	$39.36 billion	adviserinfo.sec.gov
Icg Advisors, LLC	Los Angeles	2	$786.7 million	$7.92 billion	adviserinfo.sec.gov
Charles Schwab Investment Management, Inc	San Francisco	264	$757.5 million	$1.72 trillion	adviserinfo.sec.gov
Sand Hill Global Advisors, LLC	Palo Alto	26	$734.4 million	$4.39 billion	adviserinfo.sec.gov
Numerai	San Francisco	1	$734 million	$1.90 billion	adviserinfo.sec.gov
Fuller & Thaler Asset Management Inc	San Mateo	75	$705.3 million	$30.25 billion	adviserinfo.sec.gov
Makena Capital Management, LLC	Menlo Park	12	$673.8 million	$24.28 billion	adviserinfo.sec.gov
Capital Bank and Trust Company	Irvine	14	$627.4 million	$257.02 billion	adviserinfo.sec.gov
Primecap Management Co	Pasadena	4	$611.7 million	$139.34 billion	adviserinfo.sec.gov
Relevant Wealth Advisors, LLC	Mill Valley	14	$548 million	$799 million	adviserinfo.sec.gov
Veris Wealth Partners, LLC	Oakland	30	$540.8 million	$2.86 billion	adviserinfo.sec.gov
Sonen Capital LLC	San Francisco	9	$539 million	$1.14 billion	adviserinfo.sec.gov
Towneley Capital Management, Inc.	Laguna Hills	15	$537.5 million	$1.09 billion	adviserinfo.sec.gov
Clifford Swan Investment Counselors	Pasadena	62	$533.1 million	$4.48 billion	adviserinfo.sec.gov
Wilshire	Santa Monica	19	$498.6 million	$149.10 billion	adviserinfo.sec.gov
Neumeier Poma Investment Counsel LLC	Carmel	29	$493.5 million	$1.37 billion	adviserinfo.sec.gov
Index Fund Advisors, Inc.	Irvine	52	$480.7 million	$5.93 billion	adviserinfo.sec.gov
Generation Investment Management US LLP	San Francisco	Fewer than 5	$469.5 million	$10.54 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	139	$465.2 million	$509.45 billion	adviserinfo.sec.gov
Callan	San Francisco	51	$464.5 million	$41.94 billion	adviserinfo.sec.gov
Capital Research and Management Company	Los Angeles	55	$450.6 million	$4.32 trillion	adviserinfo.sec.gov
Abacus Wealth Partners	Santa Monica	22	$390.6 million	$3.58 billion	adviserinfo.sec.gov
Bailard, Inc.	Foster City	49	$388.7 million	$7.56 billion	adviserinfo.sec.gov
Comprehensive Financial Management LLC	Los Gatos	12	$374.6 million	$18.52 billion	adviserinfo.sec.gov
Parnassus Investments, LLC	San Francisco	6	$357.6 million	$41.09 billion	adviserinfo.sec.gov
Focused Investors LLC	Los Angeles	Fewer than 5	$354.2 million	$3.29 billion	adviserinfo.sec.gov
Concentric	Walnut Creek	91	$352.5 million	$13.91 billion	adviserinfo.sec.gov
First Pacific Advisors, LP	El Segundo	3	$352.5 million	$32.00 billion	adviserinfo.sec.gov
KCM Investment Advisors	Greenbrae	37	$344.1 million	$6.02 billion	adviserinfo.sec.gov
TCW Asset Management Company LLC	Los Angeles	5	$327.9 million	$81.18 billion	adviserinfo.sec.gov
Aspiriant, LLC	Los Angeles	13	$323 million	$18.05 billion	adviserinfo.sec.gov
Westmount Partners, LLC	Los Angeles	23	$318.4 million	$5.94 billion	adviserinfo.sec.gov
First Foundation Advisors	Irvine	30	$314.8 million	$5.06 billion	adviserinfo.sec.gov
Perigon Wealth Management, LLC	San Francisco	26	$314.2 million	$11.29 billion	adviserinfo.sec.gov
Oaktree Capital Management, L.P.	Los Angeles	1	$309.2 million	$183.29 billion	adviserinfo.sec.gov
Ep Wealth Advisors	Torrance	354	$300 million	$45.15 billion	adviserinfo.sec.gov
Capital International, Inc.	Los Angeles	1	$277 million	$64.25 billion	adviserinfo.sec.gov
Mozaic, LLC	Beverly Hills	7	$276.5 million	$3.64 billion	adviserinfo.sec.gov
Snyder Capital Management LP	San Francisco	9	$259.5 million	$6.09 billion	adviserinfo.sec.gov
Financial Focus LLC	Carlsbad	2	$254 million	$800 million	adviserinfo.sec.gov
Strategic Global Advisors, LLC	Newport Beach	5	$250.4 million	$3.03 billion	adviserinfo.sec.gov
Monograph Wealth Advisors, LLC	Manhattan Beach	6	$244.9 million	$3.25 billion	adviserinfo.sec.gov
Osborne Partners	San Francisco	18	$242.4 million	$2.65 billion	adviserinfo.sec.gov
Medley Partners Management LLC	San Francisco	2	$236.8 million	$6.96 billion	adviserinfo.sec.gov
Ieq Capital, LLC	Foster City	9	$226.4 million	$56.77 billion	adviserinfo.sec.gov
McDonald Capital Investors Inc	Orinda	7	$224.1 million	$1.86 billion	adviserinfo.sec.gov
Mission Wealth Management, LP	Santa Barbara	28	$211.9 million	$17.00 billion	adviserinfo.sec.gov
Wealthfront Advisers LLC	Palo Alto	21	$211 million	$55.19 billion	adviserinfo.sec.gov
Stolper & Co., Inc.	San Diego	4	$193.1 million	$615.7 million	adviserinfo.sec.gov
The Advisory Group of San Francisco, LLC	San Francisco	11	$189.9 million	$809.9 million	adviserinfo.sec.gov
Cliffwater LLC	Marina Del Rey	2	$176.6 million	$48.51 billion	adviserinfo.sec.gov
Dalton Investments, Inc.	El Segundo	2	$167.6 million	$5.72 billion	adviserinfo.sec.gov
Tran Capital Management, L.P.	San Rafael	17	$166.6 million	$890.3 million	adviserinfo.sec.gov
Everett Harris & Co	Los Angeles	25	$165.9 million	$11.53 billion	adviserinfo.sec.gov
Brandes Investment Partners, LP	LA Jolla	112	$164.6 million	$40.65 billion	adviserinfo.sec.gov
Cornerstone Capital, Inc.	Palo Alto	16	$162.8 million	$1.36 billion	adviserinfo.sec.gov
Global Imc LLC	Solana Beach	5	$156.9 million	$790 million	adviserinfo.sec.gov
Clelland & Company Inc	San Diego	5	$156.3 million	$465.7 million	adviserinfo.sec.gov
Ifc Advisors LLC	Los Angeles	13	$154.2 million	$2.34 billion	adviserinfo.sec.gov
A16z Perennial Management, L.P.	Menlo Park	10	$153.6 million	$2.75 billion	adviserinfo.sec.gov
Composition Wealth, LLC	Los Angeles	12	$151.2 million	$9.47 billion	adviserinfo.sec.gov
Philosophy Capital Management LLC	Alamo	1	$148.1 million	$1.66 billion	adviserinfo.sec.gov
Team Hewins, LLC	Foster City	8	$141 million	$3.97 billion	adviserinfo.sec.gov
Halbert Hargrove	Long Beach	26	$138 million	$4.20 billion	adviserinfo.sec.gov
Post Advisory Group, LLC	Los Angeles	1	$134.5 million	$13.03 billion	adviserinfo.sec.gov
Global Retirement Partners LLC	San Rafael	64	$134.1 million	$169.58 billion	adviserinfo.sec.gov
Rebalance LLC	Palo Alto	3	$130.3 million	$1.93 billion	adviserinfo.sec.gov
Oakmont Corporation	Los Angeles	Fewer than 5	$126.5 million	$2.22 billion	adviserinfo.sec.gov
Fire Capital Management, LLC	San Francisco	3	$124.9 million	$635.5 million	adviserinfo.sec.gov
Granite Investment Partners, LLC	El Segundo	10	$123.8 million	$1.84 billion	adviserinfo.sec.gov
Select Money Management, Inc.	Los Angeles	46	$120 million	$1.80 billion	adviserinfo.sec.gov
Curtis Advisory Group, LLC	Santa Barbara	3	$118.9 million	$573.7 million	adviserinfo.sec.gov
Robertson Stephens	San Francisco	10	$118.6 million	$8.76 billion	adviserinfo.sec.gov
Checchi Capital Advisers, LLC	Beverly Hills	7	$117.2 million	$2.59 billion	adviserinfo.sec.gov
Pacific Income Advisers Inc	El Segundo	58	$116.8 million	$2.25 billion	adviserinfo.sec.gov
Metzler-Payden, LLC	Los Angeles	Fewer than 5	$116.4 million	$1.26 billion	adviserinfo.sec.gov
Trinity Capital Management, LLC	Santa Barbara	8	$116.1 million	$556.8 million	adviserinfo.sec.gov
Crescent Capital Group LP	Los Angeles	2	$114.4 million	$49.71 billion	adviserinfo.sec.gov
Los Angeles Capital Management LLC	Los Angeles	Fewer than 5	$114 million	$40.58 billion	adviserinfo.sec.gov
Edelman Financial Engines	Santa Clara	44	$113.6 million	$326.29 billion	adviserinfo.sec.gov
JDL Advisers	Newport Beach	100	$113.2 million	$2.28 billion	adviserinfo.sec.gov
Fairlight Advisors	San Francisco	25	$112.9 million	$135.7 million	adviserinfo.sec.gov
Main Management, LLC	San Francisco	10	$112.6 million	$1.90 billion	adviserinfo.sec.gov
Remy Investors & Consultants, LLC	Los Angeles	7	$101.7 million	$887.6 million	adviserinfo.sec.gov
Kingsford Capital Management, LLC	Point Richmond	1	$100.4 million	$127 million	adviserinfo.sec.gov
L & S Advisors, Inc	Los Angeles	13	$100.3 million	$1.16 billion	adviserinfo.sec.gov
Seia	Los Angeles	22	$100 million	$22.54 billion	adviserinfo.sec.gov
Gsi Capital Advisors LLC	Newport Beach	1	$98.7 million	$182.4 million	adviserinfo.sec.gov
Branson Frank a Inc	Palo Alto	1	$98 million	$223.2 million	adviserinfo.sec.gov
Cruden Bay Investment Management, LLC	Westlake Village	Fewer than 5	$97.5 million	$663.1 million	adviserinfo.sec.gov
Point Olema Capital Partners, L.P.	San Francisco	4	$95.2 million	$2.95 billion	adviserinfo.sec.gov
Violich Capital Management	Mill Valley	8	$95 million	$1.04 billion	adviserinfo.sec.gov
Atlas Capital Advisors Inc.	San Francisco	13	$93.9 million	$1.15 billion	adviserinfo.sec.gov
Ar Asset Management, Inc.	West Hollywood	6	$91.9 million	$702.4 million	adviserinfo.sec.gov
Sentry Advisors, LLC	San Francisco	35	$90.3 million	$2.41 billion	adviserinfo.sec.gov
Rosenwald Capital Management, Inc.	Redondo Beach	1	$89.8 million	$248.1 million	adviserinfo.sec.gov
RBC Securities, Inc.	Los Angeles	25	$89.4 million	$1.52 billion	adviserinfo.sec.gov
Apriem Advisors	Irvine	9	$88.3 million	$1.48 billion	adviserinfo.sec.gov
Hollencrest Capital Management	Newport Beach	7	$86.5 million	$2.87 billion	adviserinfo.sec.gov
Guggenheim Wealth Solutions, LLC	Santa Monica	14	$84.4 million	$371.3 million	adviserinfo.sec.gov
Howard Capital Management Group, LLC	Los Angeles	7	$84 million	$2.56 billion	adviserinfo.sec.gov
Pan Global Advisers, LLC	Newport Beach	Fewer than 5	$83.6 million	$270.5 million	adviserinfo.sec.gov
Chandler Asset Management Inc	San Diego	5	$80.3 million	$45.31 billion	adviserinfo.sec.gov
Torreyana Capital	LA Jolla	2	$79.7 million	$837.4 million	adviserinfo.sec.gov
TCW Investment Management Company LLC	Los Angeles	48	$77.9 million	$38.82 billion	adviserinfo.sec.gov
Nelson Capital Management, LLC	Menlo Park	13	$77.7 million	$810.8 million	adviserinfo.sec.gov
Ssi Investment Management LLC	Los Angeles	7	$76.1 million	$2.55 billion	adviserinfo.sec.gov
Regis Metro Associates, Inc.	San Francisco	1	$75 million	$617.8 million	adviserinfo.sec.gov
RVW Wealth LLC	Los Angeles	17	$72.4 million	$1.94 billion	adviserinfo.sec.gov
Chelsea Management Company	Woodland Hills	8	$71.5 million	$517 million	adviserinfo.sec.gov
Independent Financial Group, LLC	San Diego	85	$71 million	$12.93 billion	adviserinfo.sec.gov
Sfe Investment Counsel Inc.	Los Angeles	12	$70.5 million	$748.4 million	adviserinfo.sec.gov
Osterweis Capital Management	San Francisco	8	$69.4 million	$7.50 billion	adviserinfo.sec.gov
Denali Advisors, LLC	San Diego	9	$68.8 million	$1.39 billion	adviserinfo.sec.gov
Harrington Investments, Inc.	Napa	15	$65.8 million	$374.7 million	adviserinfo.sec.gov
Ami Asset Management Corp	Los Angeles	13	$65 million	$1.93 billion	adviserinfo.sec.gov
Summitry, LLC	Foster City	12	$63.3 million	$3.35 billion	adviserinfo.sec.gov
Scharf Investments, LLC	Los Gatos	18	$62.1 million	$4.21 billion	adviserinfo.sec.gov
Candide Group	Oakland	6	$60.3 million	$123.6 million	adviserinfo.sec.gov
Angeles Wealth Management, LLC	Santa Monica	2	$60.2 million	$2.81 billion	adviserinfo.sec.gov
Destination Wealth Management	Walnut Creek	10	$60 million	$4.95 billion	adviserinfo.sec.gov
Wedbush Securities Inc.	Pasadena	26	$59.8 million	$6.75 billion	adviserinfo.sec.gov
Provenio Capital	Newport Beach	Fewer than 5	$59 million	$1.63 billion	adviserinfo.sec.gov
Cohen Capital Management Inc	Corte Madera	6	$58.8 million	$1.00 billion	adviserinfo.sec.gov
Saratoga Research & Investment Management	Saratoga	31	$58.2 million	$2.51 billion	adviserinfo.sec.gov
Joel R. Mogy Investment Counsel Inc.	Beverly Hills	16	$56.7 million	$2.18 billion	adviserinfo.sec.gov
Private Management Group Inc	Irvine	47	$56.2 million	$4.90 billion	adviserinfo.sec.gov
Altamont Wealth Management, Inc.	Livermore	5	$55.6 million	$182.9 million	adviserinfo.sec.gov
Bolthouse Investment Management Services	Bakersfield	Fewer than 5	$55.1 million	$631.2 million	adviserinfo.sec.gov
Stamos Capital Partners, L.P.	Menlo Park	Fewer than 5	$54.7 million	$7.64 billion	adviserinfo.sec.gov
Linepoint Partners & Co.	Los Angeles	1	$51.3 million	$572.1 million	adviserinfo.sec.gov
Cypress Wealth Services, LLC	Palm Desert	5	$50.1 million	$1.34 billion	adviserinfo.sec.gov
Palisades Investment Partners, LLC	El Segundo	20	$48 million	$271 million	adviserinfo.sec.gov
Tax Efficient Asset Management Solution, Inc.	Newport Beach	30	$47.8 million	$148.3 million	adviserinfo.sec.gov
Poplar Point Capital Management LLC	Burlingame	1	$47.6 million	$110.1 million	adviserinfo.sec.gov
Main Street Advisors	Santa Monica	Fewer than 5	$47.6 million	$9.65 billion	adviserinfo.sec.gov
Werba Rubin Papier Wealth Management, LLC	San Jose	4	$47.4 million	$1.40 billion	adviserinfo.sec.gov
Axxcess Wealth Management, LLC	Carlsbad	18	$45.3 million	$8.88 billion	adviserinfo.sec.gov
Van Hulzen Financial Advisors	El Dorado Hills	44	$45.1 million	$2.14 billion	adviserinfo.sec.gov
Eagle Wealth Management Group Inc.	Valencia	8	$44.1 million	$417.5 million	adviserinfo.sec.gov
Wealth Architects, LLC	Mountain View	3	$43.2 million	$2.42 billion	adviserinfo.sec.gov
Ducenta Squared Asset Management	El Segundo	2	$43 million	$3.35 billion	adviserinfo.sec.gov
Syon Capital LLC	San Francisco	2	$43 million	$4.38 billion	adviserinfo.sec.gov
BMB Advisers LLC	Los Angeles	2	$42.4 million	$655.8 million	adviserinfo.sec.gov
Guardian Investment Management	Tiburon	Fewer than 5	$41.9 million	$310.3 million	adviserinfo.sec.gov
Valley Wealth Strategies, LLC	Lodi	16	$41.7 million	$1.45 billion	adviserinfo.sec.gov
Gould Asset Management LLC	Claremont	14	$40.3 million	$1.03 billion	adviserinfo.sec.gov
Rice Hall James & Associates LLC	San Diego	9	$40.3 million	$1.74 billion	adviserinfo.sec.gov
Daniel Investment Associates, LLC	Santa Barbara	5	$39.8 million	$225.3 million	adviserinfo.sec.gov
Define Financial, LLC	San Diego	Fewer than 5	$39.8 million	$314.6 million	adviserinfo.sec.gov
JSF Financial, LLC	Los Angeles	5	$38.7 million	$1.97 billion	adviserinfo.sec.gov
Dunham	San Diego	149	$38.5 million	$5.63 billion	adviserinfo.sec.gov
Lederer & Associates Investment Counsel	Long Beach	4	$38.4 million	$244.3 million	adviserinfo.sec.gov
Highline Wealth Partners	Sherman Oaks	6	$38.4 million	$867.9 million	adviserinfo.sec.gov
Genter Capital Management	Los Angeles	13	$38 million	$5.10 billion	adviserinfo.sec.gov
Premier Financial Group Inc	Eureka	5	$37.5 million	$819.9 million	adviserinfo.sec.gov
Sherwood Financial Partners, LLC	Westlake Village	1	$37.4 million	$293.8 million	adviserinfo.sec.gov
Legacy Capital Group California, Inc.	Los Gatos	17	$37.4 million	$535.7 million	adviserinfo.sec.gov
O'Neil Global Advisors, Inc.	Los Angeles	1	$37.2 million	$401.9 million	adviserinfo.sec.gov
Morton Wealth	Calabasas	12	$36.6 million	$3.47 billion	adviserinfo.sec.gov
Topturn Capital, LLC	Carmel	9	$36.5 million	$187.4 million	adviserinfo.sec.gov
Tortuga Advisers LLC	Simi Valley	1	$35.4 million	$563.5 million	adviserinfo.sec.gov
Perennial Financial Services	Los Angeles	12	$34.9 million	$2.50 billion	adviserinfo.sec.gov
Benefit Financial Services Group	Irvine	11	$34.8 million	$1.54 billion	adviserinfo.sec.gov
Prudent Investor Advisors, LLC	Folsom	10	$34.2 million	$1.30 billion	adviserinfo.sec.gov
Castle Coast Wealth, LLC	LA Jolla	5	$33.7 million	$423.7 million	adviserinfo.sec.gov
Mar Vista Investment Partners, LLC	Los Angeles	5	$33.6 million	$1.12 billion	adviserinfo.sec.gov
Fortem Financial Group, LLC	Palm Desert	3	$32.7 million	$631.9 million	adviserinfo.sec.gov
Willow Creek Wealth Management, Inc.	Sebastopol	33	$32.5 million	$2.30 billion	adviserinfo.sec.gov
Telos Capital Management, Inc.	San Diego	9	$32 million	$1.63 billion	adviserinfo.sec.gov
Avalan, LLC	Santa Barbara	6	$31.5 million	$621.8 million	adviserinfo.sec.gov
Bell Investment Advisors Inc	Orinda	8	$31 million	$787.6 million	adviserinfo.sec.gov
NWK Group	San Francisco	2	$30.9 million	$485.3 million	adviserinfo.sec.gov
Allworth Financial, L.P.	Folsom	107	$30.6 million	$33.55 billion	adviserinfo.sec.gov
Diligent Investors, LLC	Redlands	11	$30.3 million	$663.1 million	adviserinfo.sec.gov
Alphacore Capital LLC	LA Jolla	22	$30 million	$12.96 billion	adviserinfo.sec.gov
Spyglass Capital Management, LLC	Greenbrae	8	$28.6 million	$2.02 billion	adviserinfo.sec.gov
Leisure Capital Management, Inc.	Costa Mesa	10	$28.5 million	$874 million	adviserinfo.sec.gov
Manhattan West Asset Management, LLC	Los Angeles	3	$28.4 million	$1.16 billion	adviserinfo.sec.gov
Blankinship & Foster, LLC	Solana Beach	6	$28.3 million	$939.5 million	adviserinfo.sec.gov
One Wealth Advisors, LLC	San Francisco	Fewer than 5	$28.1 million	$1.25 billion	adviserinfo.sec.gov
Strategy Asset Managers L.L.C.	Pasadena	13	$27.5 million	$930.1 million	adviserinfo.sec.gov
5t Wealth, LLC	Napa	4	$27.3 million	$331.4 million	adviserinfo.sec.gov
Mason & Associates, Inc.	Los Angeles	10	$26.9 million	$828.7 million	adviserinfo.sec.gov
Fairview Capital	Greenbrae	Fewer than 5	$26.7 million	$2.03 billion	adviserinfo.sec.gov
Regatta Capital Group, LLC	El Segundo	10	$26.7 million	$1.55 billion	adviserinfo.sec.gov
Voyager Management, LLC	Los Angeles	1	$25.8 million	$208.6 million	adviserinfo.sec.gov
Bernzott Capital Advisors	Camarillo	9	$25.7 million	$265.4 million	adviserinfo.sec.gov
Corvus Wealth Advisors LLC	Templeton	15	$25.7 million	$1.08 billion	adviserinfo.sec.gov
Rbo & Co, LLC	St. Helena	8	$25.3 million	$654.8 million	adviserinfo.sec.gov
Van Strum & Towne Inc	San Francisco	4	$25.2 million	$483 million	adviserinfo.sec.gov
AG Asset Advisory, LLC	Los Angeles	2	$25.2 million	$440.5 million	adviserinfo.sec.gov
Challenger Wealth Management	Aliso Viejo	21	$25 million	$275.5 million	adviserinfo.sec.gov
Parallel Advisors, LLC	San Francisco	8	$24.9 million	$10.31 billion	adviserinfo.sec.gov
Farther	San Francisco	23	$24.8 million	$16.01 billion	adviserinfo.sec.gov
Lyell Wealth Management LP	Menlo Park	3	$24.6 million	$1.65 billion	adviserinfo.sec.gov
Clutinger Williams & Verhoye Inc	San Diego	10	$24.1 million	$190.2 million	adviserinfo.sec.gov
Alamo Capital	Walnut Creek	Fewer than 5	$24.1 million	$103.6 million	adviserinfo.sec.gov
MKT Advisors LLC	Carlsbad	9	$24 million	$463.7 million	adviserinfo.sec.gov
Sage Stone Wealth Management LLC	LA Jolla	9	$24 million	$261.4 million	adviserinfo.sec.gov
Channel Wealth, LLC	Santa Barbara	11	$23.4 million	$850.9 million	adviserinfo.sec.gov
Sidoxia Capital Management, LLC	Newport Beach	2	$23.3 million	$149 million	adviserinfo.sec.gov
Affinity Investment Advisors, LLC	Newport Beach	5	$23.3 million	$1.16 billion	adviserinfo.sec.gov
Nicholas Investment Partners, L.P.	San Diego	3	$22.5 million	$1.45 billion	adviserinfo.sec.gov
Coastedge Partners, LLC	San Diego	6	$22.1 million	$2.14 billion	adviserinfo.sec.gov
Ci Global Investments Inc.	Oakland	1	$22 million	$14.74 billion	adviserinfo.sec.gov
Private Wealth Partners, LLC	Mill Valley	5	$22 million	$1.92 billion	adviserinfo.sec.gov
Sweeney & Michel, LLC	Chico	7	$21.7 million	$752.6 million	adviserinfo.sec.gov
Redwood Investment Group, Inc	Fort Bragg	2	$21.7 million	$230.3 million	adviserinfo.sec.gov
Eclectic Associates, Inc.	Fullerton	15	$21.6 million	$1.47 billion	adviserinfo.sec.gov
Arimathea	Fort Bragg	Fewer than 5	$21.5 million	$39.9 million	adviserinfo.sec.gov
Tarbox Family Office, Inc.	Newport Beach	9	$21.1 million	$953.7 million	adviserinfo.sec.gov
Appian Way Financial	Pasadena	Fewer than 5	$20.7 million	$142.9 million	adviserinfo.sec.gov
Menlo Advisors LLC	Menlo Park	Fewer than 5	$20.4 million	$369.7 million	adviserinfo.sec.gov
DLK Investment Management	Solana Beach	7	$19.9 million	$524 million	adviserinfo.sec.gov
Heritage Wealth Management, Inc.	San Diego	1	$19.9 million	$643.4 million	adviserinfo.sec.gov
One Capital Management, LLC	Westlake Village	5	$19.4 million	$8.53 billion	adviserinfo.sec.gov
Cheviot Value Management, LLC	Beverly Hills	9	$18.1 million	$1.17 billion	adviserinfo.sec.gov
Alamar Capital Management, LLC	Santa Barbara	3	$17.7 million	$260.3 million	adviserinfo.sec.gov
Blue Marble Investments	Santa Barbara	4	$17.7 million	$205.1 million	adviserinfo.sec.gov
Guardian Financial Partners, LLC	Orange	Fewer than 5	$16.5 million	$911.9 million	adviserinfo.sec.gov
Kestrel Investment Management Corp	San Mateo	1	$16.4 million	$180 million	adviserinfo.sec.gov
Retirement Wellness Group	Pasadena	6	$15.9 million	$526.6 million	adviserinfo.sec.gov
Globeflex Capital LP	San Diego	1	$15.9 million	$4.60 billion	adviserinfo.sec.gov
Just Futures	San Francisco	4	$15.9 million	$46.7 million	adviserinfo.sec.gov
Garrison Point Capital, LLC	San Francisco	1	$15.4 million	$315.5 million	adviserinfo.sec.gov
Monarch Wealth Strategies	Santa Barbara	2	$14.8 million	$463.5 million	adviserinfo.sec.gov
Torren Management, LLC	San Diego	1	$14.8 million	$373.5 million	adviserinfo.sec.gov
Signature Investment Advisors, LLC	Los Angeles	Fewer than 5	$14.6 million	$6.76 billion	adviserinfo.sec.gov
Atlas Legacy Advisors LLC	Los Angeles	7	$14.5 million	$715 million	adviserinfo.sec.gov
Dedicated Capital Advisors, LLC	San Francisco	16	$14.4 million	$162.5 million	adviserinfo.sec.gov
Prossimo Advisors LLC	San Luis Obispo	Fewer than 5	$14.3 million	$238.5 million	adviserinfo.sec.gov
Gemmer Asset Management LLC	Walnut Creek	4	$13.9 million	$2.36 billion	adviserinfo.sec.gov
Selby Wealth Management	Emeryville	Fewer than 5	$13.5 million	$544.8 million	adviserinfo.sec.gov
Saxon Securities LLC	San Francisco	7	$13.3 million	$94.6 million	adviserinfo.sec.gov
Prospettiva Financial	San Francisco	Fewer than 5	$13.3 million	$128.7 million	adviserinfo.sec.gov
Sovran Advisors, LLC	San Diego	15	$13.1 million	$1.87 billion	adviserinfo.sec.gov
North Berkeley Wealth Management, LLC	Berkeley	7	$12.8 million	$829.8 million	adviserinfo.sec.gov
Sierra Ocean, LLC	Ripon	Fewer than 5	$12.8 million	$544.6 million	adviserinfo.sec.gov
Ducere Wealth Management	Newport Beach	Fewer than 5	$12.7 million	$503.8 million	adviserinfo.sec.gov
Meritas Wealth Management, LLC	San Rafael	11	$12.6 million	$618.9 million	adviserinfo.sec.gov
Rudney Associates	Alamo	5	$12.5 million	$940.2 million	adviserinfo.sec.gov
The Investment House LLC	Redondo Beach	Fewer than 5	$12.3 million	$2.48 billion	adviserinfo.sec.gov
Spectrum Asset Management Inc	Newport Beach	Fewer than 5	$12.3 million	$657.3 million	adviserinfo.sec.gov
Ocean Path Advisors, LLC	Manhattan Beach	2	$12.2 million	$559.5 million	adviserinfo.sec.gov
Wulff, Hansen & Co.	San Rafael	5	$12.1 million	$144.8 million	adviserinfo.sec.gov
Evart, Young & Hobbs Investment Management	Redwood City	Fewer than 5	$12.1 million	$269.9 million	adviserinfo.sec.gov
Gerber Kawasaki Wealth & Investment Management	Santa Monica	51	$12 million	$4.11 billion	adviserinfo.sec.gov
Wescap Group	Glendale	2	$12 million	$1.09 billion	adviserinfo.sec.gov
Pacific Capital	Corona	1	$11.9 million	$820.6 million	adviserinfo.sec.gov
Whelan Financial	Fresno	2	$11.9 million	$781.8 million	adviserinfo.sec.gov
Old West Investment Management, LLC	Los Angeles	Fewer than 5	$11.3 million	$915.7 million	adviserinfo.sec.gov
Topel & Distasi Wealth Management, LLC	Berkeley	Fewer than 5	$11.2 million	$312.1 million	adviserinfo.sec.gov
Roseman Wagner Wealth Management	Rocklin	5	$10.6 million	$1.54 billion	adviserinfo.sec.gov
Accretive Wealth Management, LLC	San Ramon	8	$10.5 million	$290.7 million	adviserinfo.sec.gov
Silvia McColl Wealth Management, LLC	San Diego	Fewer than 5	$10.5 million	$283.4 million	adviserinfo.sec.gov
Seven Post Investment Office LP	San Francisco	Fewer than 5	$10.4 million	$9.61 billion	adviserinfo.sec.gov
Fuller Investment Management Company	Pasadena	3	$10.3 million	$264.5 million	adviserinfo.sec.gov
Castle Wealth Planning	Santa Barbara	Fewer than 5	$10.3 million	$236.4 million	adviserinfo.sec.gov
Novawave Capital	Menlo Park	Fewer than 5	$10 million	$90 million	adviserinfo.sec.gov
LM Advisors LLC	San Diego	3	$9.3 million	$2.88 billion	adviserinfo.sec.gov
Windward Capital Management Co	Los Angeles	4	$9.3 million	$1.86 billion	adviserinfo.sec.gov
Mirador Capital Partners	Pleasanton	8	$9.3 million	$1.01 billion	adviserinfo.sec.gov
RHS Financial, LLC	San Francisco	1	$9.2 million	$219.8 million	adviserinfo.sec.gov
Silver Rock Financial LP	Los Angeles	Fewer than 5	$9.2 million	$5.38 billion	adviserinfo.sec.gov
Mark Gillam Enterprises	Fair Oaks	2	$9.1 million	$210.3 million	adviserinfo.sec.gov
Willow Creek Financial	San Diego	Fewer than 5	$9.1 million	$528.8 million	adviserinfo.sec.gov
Legacy PCG, LLC	Newport	Fewer than 5	$9 million	$139.8 million	adviserinfo.sec.gov
Practicecfo Investments	San Diego	Fewer than 5	$8.8 million	$401.6 million	adviserinfo.sec.gov
One Degree Advisors, Inc.	San Diego	5	$8.8 million	$489 million	adviserinfo.sec.gov
Earned Wealth Advisors, LLC	Walnut Creek	4	$8.6 million	$3.11 billion	adviserinfo.sec.gov
Hutchinson & Ziegler Financial Advisors, Inc.	San Rafael	Fewer than 5	$8.5 million	$235.4 million	adviserinfo.sec.gov
Lavelle Capital	San Francisco	5	$8.4 million	$508.2 million	adviserinfo.sec.gov
Sharper & Granite LLC	El Segundo	2	$8.4 million	$366.4 million	adviserinfo.sec.gov
Whittier Advisors, LLC	Newport Beach	2	$8.4 million	$1.89 billion	adviserinfo.sec.gov

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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.