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Investment advisers in California serving corporations and other businesses: 600 firms

Name: Investment advisers in California serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

600 SEC registered investment advisers with a main office in California report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $257 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.

The request: Every investment adviser in California that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

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600Advisers
$257 billionAUM from this client type
588Advisers over $100 million
November 2, 2026File date

Advisers in California serving corporations and other businesses

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 600 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Pacific Investment Management Company LLC	Newport Beach	405	$55.45 billion	$3.67 trillion	adviserinfo.sec.gov
SVB Asset Management	San Francisco	454	$32.28 billion	$32.32 billion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	85	$25.59 billion	$158.23 billion	adviserinfo.sec.gov
Mercury Advisory, LLC	San Francisco	10,630	$22.50 billion	$22.57 billion	adviserinfo.sec.gov
Capital International, Inc.	Los Angeles	6	$9.08 billion	$64.25 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	31	$8.41 billion	$466.56 billion	adviserinfo.sec.gov
H&H International Investment, LLC	Palo Alto	Fewer than 5	$8.20 billion	$25.50 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	416	$7.54 billion	$96.77 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	583	$5.65 billion	$184.99 billion	adviserinfo.sec.gov
Capital Group Private Client Services, Inc.	Los Angeles	274	$4.38 billion	$48.37 billion	adviserinfo.sec.gov
Charles Schwab Investment Management, Inc	San Francisco	1,901	$4.05 billion	$1.72 trillion	adviserinfo.sec.gov
Post Advisory Group, LLC	Los Angeles	9	$3.47 billion	$13.03 billion	adviserinfo.sec.gov
Lido	Los Angeles	415	$2.57 billion	$42.50 billion	adviserinfo.sec.gov
Sofinnova Investments, Inc.	Menlo Park	11	$2.43 billion	$5.37 billion	adviserinfo.sec.gov
Aristotle Capital Management, LLC	Los Angeles	420	$2.25 billion	$43.54 billion	adviserinfo.sec.gov
Camden Asset Management	Los Angeles	1	$2.21 billion	$11.17 billion	adviserinfo.sec.gov
Ipg Investment Advisors, LLC	San Diego	503	$2.20 billion	$4.14 billion	adviserinfo.sec.gov
Brandes Investment Partners, LP	LA Jolla	1,951	$2.07 billion	$40.65 billion	adviserinfo.sec.gov
Ep Wealth Advisors	Torrance	466	$2.01 billion	$45.15 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	1,985	$1.96 billion	$91.76 billion	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	151	$1.95 billion	$152.13 billion	adviserinfo.sec.gov
Metropolitan West Asset Management LLC	Los Angeles	4	$1.87 billion	$78.52 billion	adviserinfo.sec.gov
Menlo Equities	Menlo Park	3	$1.67 billion	$4.69 billion	adviserinfo.sec.gov
Oaktree Capital Management, L.P.	Los Angeles	12	$1.60 billion	$183.29 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	823	$1.60 billion	$509.45 billion	adviserinfo.sec.gov
Aristotle Pacific Capital, LLC	Newport Beach	Fewer than 5	$1.49 billion	$26.76 billion	adviserinfo.sec.gov
True Link Financial Advisors	San Francisco	219	$1.47 billion	$1.89 billion	adviserinfo.sec.gov
Farther	San Francisco	99	$1.30 billion	$16.01 billion	adviserinfo.sec.gov
Concentric	Walnut Creek	131	$1.29 billion	$13.91 billion	adviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLC	Los Angeles	53	$1.28 billion	$39.36 billion	adviserinfo.sec.gov
Capital Research and Management Company	Los Angeles	241	$1.27 billion	$4.32 trillion	adviserinfo.sec.gov
TCW Asset Management Company LLC	Los Angeles	12	$1.18 billion	$81.18 billion	adviserinfo.sec.gov
Ares Management LLC	Los Angeles	Fewer than 5	$1.11 billion	$458.82 billion	adviserinfo.sec.gov
Urban Investment Advisors	Mill Valley	Fewer than 5	$1.07 billion	$2.45 billion	adviserinfo.sec.gov
Causeway Capital Management LLC	Los Angeles	30	$969.6 million	$62.24 billion	adviserinfo.sec.gov
Dalton Investments, Inc.	El Segundo	1	$854.2 million	$5.72 billion	adviserinfo.sec.gov
Focused Investors LLC	Los Angeles	Fewer than 5	$775.7 million	$3.29 billion	adviserinfo.sec.gov
Team Hewins, LLC	Foster City	6	$760.1 million	$3.97 billion	adviserinfo.sec.gov
Aspiriant, LLC	Los Angeles	29	$712.4 million	$18.05 billion	adviserinfo.sec.gov
Arc Advisory LLC	San Francisco	762	$708.3 million	$708.3 million	adviserinfo.sec.gov
Silver Rock Financial LP	Los Angeles	Fewer than 5	$686.3 million	$5.38 billion	adviserinfo.sec.gov
Perigon Wealth Management, LLC	San Francisco	97	$616.7 million	$11.29 billion	adviserinfo.sec.gov
Forest Road Asset Management LLC	Los Angeles	Fewer than 5	$600 million	$1.16 billion	adviserinfo.sec.gov
Seia	Los Angeles	196	$586.5 million	$22.54 billion	adviserinfo.sec.gov
Berkeley Partners Management, LLC	Oakland	Fewer than 5	$560.9 million	$3.06 billion	adviserinfo.sec.gov
Torreyana Capital	LA Jolla	2	$492.8 million	$837.4 million	adviserinfo.sec.gov
Banyan Alpha Investment L.P.	South San Francisco	2	$481.2 million	$751.9 million	adviserinfo.sec.gov
Howard Capital Management Group, LLC	Los Angeles	20	$480.5 million	$2.56 billion	adviserinfo.sec.gov
Fuller & Thaler Asset Management Inc	San Mateo	235	$453.7 million	$30.25 billion	adviserinfo.sec.gov
Allworth Financial, L.P.	Folsom	143	$430.2 million	$33.55 billion	adviserinfo.sec.gov
Ducenta Squared Asset Management	El Segundo	10	$411.9 million	$3.35 billion	adviserinfo.sec.gov
Genter Capital Management	Los Angeles	127	$402.8 million	$5.10 billion	adviserinfo.sec.gov
Steelpeak Wealth, LLC	Los Angeles	25	$392.2 million	$4.15 billion	adviserinfo.sec.gov
Orso Partners, LP	South San Francisco	1	$387.5 million	$387.5 million	adviserinfo.sec.gov
Stockbridge Capital Group, LLC	San Francisco	Fewer than 5	$354.5 million	$21.55 billion	adviserinfo.sec.gov
Callan	San Francisco	248	$346 million	$41.94 billion	adviserinfo.sec.gov
First Foundation Advisors	Irvine	57	$345 million	$5.06 billion	adviserinfo.sec.gov
Axxcess Wealth Management, LLC	Carlsbad	95	$338.8 million	$8.88 billion	adviserinfo.sec.gov
Whittier Advisors, LLC	Newport Beach	2	$325.3 million	$1.89 billion	adviserinfo.sec.gov
O'Neil Global Advisors, Inc.	Los Angeles	8	$323.1 million	$401.9 million	adviserinfo.sec.gov
Independent Financial Group, LLC	San Diego	307	$321 million	$12.93 billion	adviserinfo.sec.gov
De Groote Financial Group, LLC	Thousand Oaks	12	$313.8 million	$1.22 billion	adviserinfo.sec.gov
Saratoga Research & Investment Management	Saratoga	90	$310 million	$2.51 billion	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	135	$309.3 million	$54.87 billion	adviserinfo.sec.gov
Gobi Capital LLC	Beverly Hills	1	$300.8 million	$2.69 billion	adviserinfo.sec.gov
Edelman Financial Engines	Santa Clara	169	$299.5 million	$326.29 billion	adviserinfo.sec.gov
Cornerstone Capital, Inc.	Palo Alto	2	$293 million	$1.36 billion	adviserinfo.sec.gov
Icg Advisors, LLC	Los Angeles	2	$287.9 million	$7.92 billion	adviserinfo.sec.gov
Angeles Wealth Management, LLC	Santa Monica	7	$283.4 million	$2.81 billion	adviserinfo.sec.gov
Global Retirement Partners LLC	San Rafael	169	$283.2 million	$169.58 billion	adviserinfo.sec.gov
Linepoint Partners & Co.	Los Angeles	17	$275.6 million	$572.1 million	adviserinfo.sec.gov
Pacific Income Advisers Inc	El Segundo	94	$266.5 million	$2.25 billion	adviserinfo.sec.gov
KCM Investment Advisors	Greenbrae	26	$260.8 million	$6.02 billion	adviserinfo.sec.gov
Tiller Partners, LLC	Beverly Hills	6	$258.8 million	$261.5 million	adviserinfo.sec.gov
Fairview Capital	Greenbrae	Fewer than 5	$256.8 million	$2.03 billion	adviserinfo.sec.gov
Main Management, LLC	San Francisco	24	$241.8 million	$1.90 billion	adviserinfo.sec.gov
JSF Financial, LLC	Los Angeles	4	$226 million	$1.97 billion	adviserinfo.sec.gov
Cohen Capital Management Inc	Corte Madera	18	$221.3 million	$1.00 billion	adviserinfo.sec.gov
Row Asset Management, LLC	Newport Beach	2	$218.5 million	$2.55 billion	adviserinfo.sec.gov
Core and Value Advisors, LLC	San Francisco	Fewer than 5	$217.2 million	$21.18 billion	adviserinfo.sec.gov
Electric Capital Partners, LLC	Palo Alto	1	$214.5 million	$2.88 billion	adviserinfo.sec.gov
Hollencrest Capital Management	Newport Beach	6	$211.6 million	$2.87 billion	adviserinfo.sec.gov
Crescent Capital Group LP	Los Angeles	2	$210 million	$49.71 billion	adviserinfo.sec.gov
Legacy Capital Group California, Inc.	Los Gatos	26	$203 million	$535.7 million	adviserinfo.sec.gov
Globeflex Capital LP	San Diego	2	$198.3 million	$4.60 billion	adviserinfo.sec.gov
Trend Trade Pro, LLC	Pasadena	18	$196.5 million	$298.3 million	adviserinfo.sec.gov
Wedbush Securities Inc.	Pasadena	101	$190.1 million	$6.75 billion	adviserinfo.sec.gov
Alphacore Capital LLC	LA Jolla	38	$186.5 million	$12.96 billion	adviserinfo.sec.gov
Rice Hall James & Associates LLC	San Diego	10	$179 million	$1.74 billion	adviserinfo.sec.gov
Clifford Swan Investment Counselors	Pasadena	24	$177 million	$4.48 billion	adviserinfo.sec.gov
Kera Capital Partners	San Jose	13	$174.8 million	$1.36 billion	adviserinfo.sec.gov
Ibn Asset Management, LLC	Thousand Oaks	12	$170.1 million	$508.2 million	adviserinfo.sec.gov
Ami Asset Management Corp	Los Angeles	25	$165.2 million	$1.93 billion	adviserinfo.sec.gov
San Luis Wealth Advisors	San Luis Obispo	175	$163.1 million	$760 million	adviserinfo.sec.gov
Chandler Asset Management Inc	San Diego	6	$163.1 million	$45.31 billion	adviserinfo.sec.gov
RBC Securities, Inc.	Los Angeles	82	$161.9 million	$1.52 billion	adviserinfo.sec.gov
Allocate Management Company, LLC	Palo Alto	Fewer than 5	$159 million	$3.00 billion	adviserinfo.sec.gov
Coastedge Partners, LLC	San Diego	22	$158.8 million	$2.14 billion	adviserinfo.sec.gov
Strategic Global Advisors, LLC	Newport Beach	Fewer than 5	$158.3 million	$3.03 billion	adviserinfo.sec.gov
Robertson Stephens	San Francisco	11	$156.1 million	$8.76 billion	adviserinfo.sec.gov
Earned Wealth Advisors, LLC	Walnut Creek	71	$155.9 million	$3.11 billion	adviserinfo.sec.gov
Scharf Investments, LLC	Los Gatos	37	$154.8 million	$4.21 billion	adviserinfo.sec.gov
Cooper McManus	Irvine	48	$145.7 million	$2.85 billion	adviserinfo.sec.gov
Capital CS Group, LLC	Irvine	203	$144.6 million	$227.3 million	adviserinfo.sec.gov
CW Investment Advisers, LLC	Los Angeles	20	$142.1 million	$1.08 billion	adviserinfo.sec.gov
Oakmont Corporation	Los Angeles	5	$138.8 million	$2.22 billion	adviserinfo.sec.gov
Bridgewealth Advisory Group, LLC	Fresno	45	$137.9 million	$868.9 million	adviserinfo.sec.gov
BVF Partners L.P.	San Francisco	Fewer than 5	$130.1 million	$6.11 billion	adviserinfo.sec.gov
One Capital Management, LLC	Westlake Village	13	$125.2 million	$8.53 billion	adviserinfo.sec.gov
Meson Quantitative Management LLC	San Francisco	Fewer than 5	$125 million	$1.09 billion	adviserinfo.sec.gov
L & S Advisors, Inc	Los Angeles	26	$123.6 million	$1.16 billion	adviserinfo.sec.gov
Tran Capital Management, L.P.	San Rafael	14	$123.3 million	$890.3 million	adviserinfo.sec.gov
Every Securities LLC	Sacramento	144	$122.7 million	$122.7 million	adviserinfo.sec.gov
TCW Investment Management Company LLC	Los Angeles	71	$121.2 million	$38.82 billion	adviserinfo.sec.gov
Dca Family Office, LLC	Roseville	Fewer than 5	$119.9 million	$119.9 million	adviserinfo.sec.gov
American Fundstars	Irvine	39	$117 million	$332.7 million	adviserinfo.sec.gov
Generation Investment Management US LLP	San Francisco	Fewer than 5	$116 million	$10.54 billion	adviserinfo.sec.gov
Shuster Advisory Group, LLC	Pasadena	32	$114.8 million	$10.32 billion	adviserinfo.sec.gov
Syrios Wealth Management Group	LA Jolla	8	$108.1 million	$424.6 million	adviserinfo.sec.gov
Tano Capital, LLC	San Mateo	1	$108 million	$138 million	adviserinfo.sec.gov
Westmount Partners, LLC	Los Angeles	16	$106.1 million	$5.94 billion	adviserinfo.sec.gov
Keystone Private Wealth	Palm Desert	104	$105.4 million	$860.7 million	adviserinfo.sec.gov
Van Hulzen Financial Advisors	El Dorado Hills	29	$105.1 million	$2.14 billion	adviserinfo.sec.gov
Morton Wealth	Calabasas	20	$104.2 million	$3.47 billion	adviserinfo.sec.gov
Wealthfront Advisers LLC	Palo Alto	19	$103.2 million	$55.19 billion	adviserinfo.sec.gov
Parallel Advisors, LLC	San Francisco	24	$100.2 million	$10.31 billion	adviserinfo.sec.gov
Dunham	San Diego	172	$99.7 million	$5.63 billion	adviserinfo.sec.gov
Huber Capital Management LLC	El Segundo	5	$99.7 million	$729.2 million	adviserinfo.sec.gov
Bolthouse Investment Management Services	Bakersfield	Fewer than 5	$99.2 million	$631.2 million	adviserinfo.sec.gov
Check Capital Management Inc	Costa Mesa	30	$98.2 million	$2.37 billion	adviserinfo.sec.gov
Westside Investment Management, LLC	Santa Monica	12	$98 million	$888.8 million	adviserinfo.sec.gov
Remy Investors & Consultants, LLC	Los Angeles	2	$96.4 million	$887.6 million	adviserinfo.sec.gov
Skba Capital Management, LLC	San Francisco	Fewer than 5	$96.2 million	$732 million	adviserinfo.sec.gov
HBW Advisory Services LLC	Simi Valley	85	$95.8 million	$1.75 billion	adviserinfo.sec.gov
Signature Investment Advisors, LLC	Los Angeles	52	$93.6 million	$6.76 billion	adviserinfo.sec.gov
Tarbox Family Office, Inc.	Newport Beach	13	$93.2 million	$953.7 million	adviserinfo.sec.gov
Halbert Hargrove	Long Beach	11	$89.6 million	$4.20 billion	adviserinfo.sec.gov
Tamar Securities, LLC	Woodland Hills	12	$87 million	$1.52 billion	adviserinfo.sec.gov
Private Management Group Inc	Irvine	38	$85.3 million	$4.90 billion	adviserinfo.sec.gov
Kingswood Wealth Advisors, LLC	San Diego	105	$82.5 million	$3.80 billion	adviserinfo.sec.gov
Mar Vista Investment Partners, LLC	Los Angeles	7	$75.3 million	$1.12 billion	adviserinfo.sec.gov
Composition Wealth, LLC	Los Angeles	35	$75.1 million	$9.47 billion	adviserinfo.sec.gov
Snyder Capital Management LP	San Francisco	Fewer than 5	$74.3 million	$6.09 billion	adviserinfo.sec.gov
Cosmos Wealth, LLC	LA Jolla	10	$74 million	$191.5 million	adviserinfo.sec.gov
Select Money Management, Inc.	Los Angeles	37	$73.8 million	$1.80 billion	adviserinfo.sec.gov
JDL Advisers	Newport Beach	49	$73.8 million	$2.28 billion	adviserinfo.sec.gov
Regis Metro Associates, Inc.	San Francisco	7	$72.9 million	$617.8 million	adviserinfo.sec.gov
Cerro Pacific Wealth Advisors, LLC	San Luis Obispo	7	$70.7 million	$531.6 million	adviserinfo.sec.gov
Ifc Advisors LLC	Los Angeles	21	$69.4 million	$2.34 billion	adviserinfo.sec.gov
Centaurus Financial, Inc.	Anaheim	142	$69.1 million	$9.74 billion	adviserinfo.sec.gov
Osterweis Capital Management	San Francisco	Fewer than 5	$68.7 million	$7.50 billion	adviserinfo.sec.gov
Vanguard Personalized Indexing Management	Oakland	1	$65.7 million	$11.35 billion	adviserinfo.sec.gov
Portfolio Design Labs, LLC	Encino	2	$64.4 million	$624.9 million	adviserinfo.sec.gov
Gerber Kawasaki Wealth & Investment Management	Santa Monica	104	$63.7 million	$4.11 billion	adviserinfo.sec.gov
Monograph Wealth Advisors, LLC	Manhattan Beach	1	$63.6 million	$3.25 billion	adviserinfo.sec.gov
Angeles Investment Advisors	Santa Monica	1	$62.7 million	$7.27 billion	adviserinfo.sec.gov
Finec Asset Management	San Diego	35	$61.8 million	$157 million	adviserinfo.sec.gov
Galliott Capital Advisors, LLC	Beverly Hills	31	$60.8 million	$249 million	adviserinfo.sec.gov
The Investment House LLC	Redondo Beach	Fewer than 5	$59.1 million	$2.48 billion	adviserinfo.sec.gov
Prosser Creek Asset Management LLC	Corte Madera	1	$57.8 million	$266.7 million	adviserinfo.sec.gov
Clearwave Capital	Upland	9	$57.1 million	$359.2 million	adviserinfo.sec.gov
Navigation Group LLC	Redwood Shores	3	$56.4 million	$1.01 billion	adviserinfo.sec.gov
Abra Capital Management, LP	San Francisco	55	$55.8 million	$334.7 million	adviserinfo.sec.gov
Knightsbridge Wealth Management	Newport Beach	9	$55.5 million	$1.12 billion	adviserinfo.sec.gov
Cove Street Capital, LLC	Hermosa Beach	4	$53.3 million	$93.8 million	adviserinfo.sec.gov
Hoertkorn Richard Charles	Kentfield	Fewer than 5	$51.2 million	$282.5 million	adviserinfo.sec.gov
Checchi Capital Advisers, LLC	Beverly Hills	Fewer than 5	$49.4 million	$2.59 billion	adviserinfo.sec.gov
Osborne Partners	San Francisco	5	$49.1 million	$2.65 billion	adviserinfo.sec.gov
Tate Private Wealth Advisers	Sacramento	10	$48.5 million	$293.4 million	adviserinfo.sec.gov
DLK Investment Management	Solana Beach	27	$47 million	$524 million	adviserinfo.sec.gov
Van Strum & Towne Inc	San Francisco	3	$45.4 million	$483 million	adviserinfo.sec.gov
SP Asset Management LLC	Cupertino	3	$43.7 million	$1.90 billion	adviserinfo.sec.gov
Sweeney & Michel, LLC	Chico	29	$42.6 million	$752.6 million	adviserinfo.sec.gov
Prosperity Road, LLC	Santa Ana	5	$42 million	$172.3 million	adviserinfo.sec.gov
Essential Partners LLC	Rancho Santa Fe,	1	$40.6 million	$401.1 million	adviserinfo.sec.gov
RSC Asset Management Group, LLC	Studio City	2	$39.6 million	$129.2 million	adviserinfo.sec.gov
Diligent Investors, LLC	Redlands	18	$38.6 million	$663.1 million	adviserinfo.sec.gov
Weaver Consulting Group, LLC	Huntington Beach	21	$38.3 million	$1.05 billion	adviserinfo.sec.gov
Angeles Family Office	Santa Monica	4	$36.5 million	$182 million	adviserinfo.sec.gov
Saxon Securities LLC	San Francisco	5	$36.1 million	$94.6 million	adviserinfo.sec.gov
Creative Planning Institutional Advisors, LLC	Newport Beach	9	$35.9 million	$37.50 billion	adviserinfo.sec.gov
White Oak Global Advisors, LLC	San Francisco	Fewer than 5	$35.8 million	$5.11 billion	adviserinfo.sec.gov
Mission Wealth Management, LP	Santa Barbara	12	$35.2 million	$17.00 billion	adviserinfo.sec.gov
Potentia Wealth	San Jose	6	$34.9 million	$569.1 million	adviserinfo.sec.gov
Core Financial	El Segundo	10	$34.8 million	$301.7 million	adviserinfo.sec.gov
Falcon Wealth Planning, LLC	Ontario	20	$33.4 million	$1.96 billion	adviserinfo.sec.gov
Audent Global Asset Management, LLC	Beverly Hills	12	$32.7 million	$452.3 million	adviserinfo.sec.gov
Bernzott Capital Advisors	Camarillo	14	$32.5 million	$265.4 million	adviserinfo.sec.gov
Neumeier Poma Investment Counsel LLC	Carmel	Fewer than 5	$32.4 million	$1.37 billion	adviserinfo.sec.gov
Revitate Fund Advisor LLC	Newport Beach	4	$32.4 million	$398.6 million	adviserinfo.sec.gov
Perennial Financial Services	Los Angeles	36	$32 million	$2.50 billion	adviserinfo.sec.gov
Davies Financial Advisors, Inc.	Murrieta	46	$31.5 million	$123.1 million	adviserinfo.sec.gov
Spyglass Capital Management, LLC	Greenbrae	7	$31.4 million	$2.02 billion	adviserinfo.sec.gov
Western Financial Corporation	San Diego	Fewer than 5	$31.2 million	$414.4 million	adviserinfo.sec.gov
Sovran Advisors, LLC	San Diego	26	$31.2 million	$1.87 billion	adviserinfo.sec.gov
Grant Tani Barash & Altman, LLC	Beverly Hills	9	$30.9 million	$2.28 billion	adviserinfo.sec.gov
Summitry, LLC	Foster City	9	$30.7 million	$3.35 billion	adviserinfo.sec.gov
Corvus Wealth Advisors LLC	Templeton	12	$30.3 million	$1.08 billion	adviserinfo.sec.gov
Alpha Solutions Investment Advisors	South San Francisco	21	$30.1 million	$509.5 million	adviserinfo.sec.gov
Jackson Square Capital, LLC	San Francisco	14	$30 million	$564.3 million	adviserinfo.sec.gov
Towneley Capital Management, Inc.	Laguna Hills	4	$29.9 million	$1.09 billion	adviserinfo.sec.gov
Benefit Financial Services Group	Irvine	Fewer than 5	$29.6 million	$1.54 billion	adviserinfo.sec.gov
Concentrum Wealth Management	San Jose	9	$29.1 million	$986.8 million	adviserinfo.sec.gov
Sherman Asset Management, Inc.	Ventura	Fewer than 5	$29 million	$140.8 million	adviserinfo.sec.gov
Liberty Wealth Management, LLC	Oakland	15	$28.7 million	$1.73 billion	adviserinfo.sec.gov
Destination Wealth Management	Walnut Creek	9	$27.3 million	$4.95 billion	adviserinfo.sec.gov
Adelante Capital Management LLC	Alameda	Fewer than 5	$27.1 million	$1.49 billion	adviserinfo.sec.gov
Mason & Associates, Inc.	Los Angeles	7	$26.8 million	$828.7 million	adviserinfo.sec.gov
Regatta Capital Group, LLC	El Segundo	15	$26.1 million	$1.55 billion	adviserinfo.sec.gov
Moment Partners, LLC	San Francisco	12	$26.1 million	$1.19 billion	adviserinfo.sec.gov
Tidecrest Wealth Management, LLC	Newport Beach	8	$26.1 million	$249.7 million	adviserinfo.sec.gov
Ak Global Asset Management, LLC	Oakland	Fewer than 5	$25.7 million	$117.8 million	adviserinfo.sec.gov
Pasadena Private Wealth, LLC	Pasadena	25	$24.7 million	$1.62 billion	adviserinfo.sec.gov
Jeppson Wealth Management, LLC	Manhattan Beach	15	$24.5 million	$763.2 million	adviserinfo.sec.gov
Old West Investment Management, LLC	Los Angeles	48	$24.5 million	$915.7 million	adviserinfo.sec.gov
Tennenbaum Capital Partners, LLC	Santa Monica	1	$24 million	$3.16 billion	adviserinfo.sec.gov
Frec	San Francisco	41	$23.9 million	$567.2 million	adviserinfo.sec.gov
Vincimus Capital, LLC	Malibu	7	$23.5 million	$183.7 million	adviserinfo.sec.gov
BPM Wealth Advisors, LLC	San Francisco	Fewer than 5	$23.3 million	$268.3 million	adviserinfo.sec.gov
Seabird Investment Partners	San Diego	8	$22.8 million	$419.1 million	adviserinfo.sec.gov
Morling Financial Advisors, LLC	Fremont	12	$22.7 million	$1.05 billion	adviserinfo.sec.gov
Caldwell Sutter Capital, Inc.	Sausalito	11	$22.7 million	$605.7 million	adviserinfo.sec.gov
Denali Advisors, LLC	San Diego	12	$22.3 million	$1.39 billion	adviserinfo.sec.gov
Roseman Wagner Wealth Management	Rocklin	Fewer than 5	$22.1 million	$1.54 billion	adviserinfo.sec.gov
SCSC Advisors, LLC	Rancho Santa Fe	4	$21.9 million	$158 million	adviserinfo.sec.gov
Los Angeles Capital Management LLC	Los Angeles	Fewer than 5	$21.8 million	$40.58 billion	adviserinfo.sec.gov
Granite Investment Partners, LLC	El Segundo	7	$21.8 million	$1.84 billion	adviserinfo.sec.gov
Bailard, Inc.	Foster City	10	$21.8 million	$7.56 billion	adviserinfo.sec.gov
HCM Wealth	San Rafael	6	$21.6 million	$941.7 million	adviserinfo.sec.gov
Weinberger Asset Management, Inc	Los Angeles	12	$21.6 million	$503.6 million	adviserinfo.sec.gov
Planmember Securities Corporation	Carpinteria	56	$21.5 million	$10.12 billion	adviserinfo.sec.gov
Thepartners Wealth Management	Carmel by the Sea	57	$21.1 million	$1.18 billion	adviserinfo.sec.gov
First Wilshire Securities Management, Inc.	Pasadena	5	$20.9 million	$415.5 million	adviserinfo.sec.gov
Roberts Wealth Advisors, LLC	Menlo Park	1	$20.6 million	$446 million	adviserinfo.sec.gov
Epsilon Financial Group, Inc.	Fairfield	4	$20.5 million	$626.1 million	adviserinfo.sec.gov
Financial Sense Advisors, Inc.	San Diego	6	$19.8 million	$835.6 million	adviserinfo.sec.gov
Aire Advisors, LLC	Beverly Hills	14	$19.5 million	$1.01 billion	adviserinfo.sec.gov
Tidwell Wealth Management LLC	Rocklin	Fewer than 5	$19.2 million	$116.7 million	adviserinfo.sec.gov
Accretive Wealth Management, LLC	San Ramon	11	$19.2 million	$290.7 million	adviserinfo.sec.gov
Silicon Valley Capital Partners, L.P.	San Jose	Fewer than 5	$19.1 million	$1.29 billion	adviserinfo.sec.gov
Rbo & Co, LLC	St. Helena	7	$18.9 million	$654.8 million	adviserinfo.sec.gov
Wave Digital Assets LLC	Los Angeles	1	$18.8 million	$91.9 million	adviserinfo.sec.gov
International Private Wealth Advisors LLC	San Diego	Fewer than 5	$18.4 million	$255.3 million	adviserinfo.sec.gov
Pavion Blue Capital, LLC	Newport Beach	7	$18.1 million	$443.7 million	adviserinfo.sec.gov
Cypress Wealth Services, LLC	Palm Desert	6	$17.9 million	$1.34 billion	adviserinfo.sec.gov
CLG LLC	Long Beach	14	$17.8 million	$1.12 billion	adviserinfo.sec.gov
RVW Wealth LLC	Los Angeles	17	$17.7 million	$1.94 billion	adviserinfo.sec.gov
Harrington Investments, Inc.	Napa	Fewer than 5	$17.6 million	$374.7 million	adviserinfo.sec.gov
Lazari Capital Management, Inc.	Burbank	15	$17.4 million	$691.1 million	adviserinfo.sec.gov
Longtail Alpha, LLC	Newport Beach	Fewer than 5	$17.3 million	$822.4 million	adviserinfo.sec.gov
Eldridge Acre Partners, LP	Los Angeles	1	$17.2 million	$1.16 billion	adviserinfo.sec.gov
Prossimo Advisors LLC	San Luis Obispo	Fewer than 5	$17.2 million	$238.5 million	adviserinfo.sec.gov
Curtis Advisory Group, LLC	Santa Barbara	6	$17 million	$573.7 million	adviserinfo.sec.gov
Rice Financial Consulting, Inc.	Los Gatos	18	$16.9 million	$287.2 million	adviserinfo.sec.gov
Violich Capital Management	Mill Valley	3	$16.7 million	$1.04 billion	adviserinfo.sec.gov
Lodestar Private Asset Management LLC	Alamo	3	$16.7 million	$1.34 billion	adviserinfo.sec.gov
Heritage Wealth Management, Inc.	San Diego	1	$16.7 million	$643.4 million	adviserinfo.sec.gov
Atlas Legacy Advisors LLC	Los Angeles	7	$16.7 million	$715 million	adviserinfo.sec.gov
Mirador Capital Partners	Pleasanton	7	$16.6 million	$1.01 billion	adviserinfo.sec.gov
January Capital Advisors LLC	San Francisco	6	$16.5 million	$193.2 million	adviserinfo.sec.gov
Sky Vision Wealth Management Corp.	Irvine	4	$16.3 million	$101.4 million	adviserinfo.sec.gov
Parnassus Investments, LLC	San Francisco	1	$16.2 million	$41.09 billion	adviserinfo.sec.gov
Lifesteps Financial	Claremont	11	$15.6 million	$442.7 million	adviserinfo.sec.gov
Sierra Ocean, LLC	Ripon	Fewer than 5	$15 million	$544.6 million	adviserinfo.sec.gov
New Insight Wealth Advisors	San Ramon	11	$14.6 million	$396.9 million	adviserinfo.sec.gov
Creekside Partners	Petaluma	Fewer than 5	$14.4 million	$553.4 million	adviserinfo.sec.gov
NWK Group	San Francisco	3	$14.4 million	$485.3 million	adviserinfo.sec.gov
Centura Wealth Advisory	San Diego	9	$14.1 million	$1.20 billion	adviserinfo.sec.gov
KWB Wealth	Redlands	15	$14 million	$1.23 billion	adviserinfo.sec.gov
Pantheon	San Francisco	1	$14 million	$87.69 billion	adviserinfo.sec.gov
Fortem Financial Group, LLC	Palm Desert	9	$13.5 million	$631.9 million	adviserinfo.sec.gov
Willow Creek Wealth Management, Inc.	Sebastopol	4	$13.4 million	$2.30 billion	adviserinfo.sec.gov
Twin Lakes Capital	Redwood Shores	6	$13.3 million	$314.7 million	adviserinfo.sec.gov
Shah Wealth Advisors	Chino Hills	2	$13.1 million	$606.2 million	adviserinfo.sec.gov
Trilogy Capital, Inc.	Irvine	22	$12.9 million	$3.21 billion	adviserinfo.sec.gov
Abacus Wealth Partners	Santa Monica	5	$12.5 million	$3.58 billion	adviserinfo.sec.gov
Relevant Wealth Advisors, LLC	Mill Valley	2	$12 million	$799 million	adviserinfo.sec.gov
Procore Advisors, LLC	Newport Beach	6	$11.9 million	$143.7 million	adviserinfo.sec.gov
Balance Cash Management Inc.	San Francisco	52	$11.6 million	$11.6 million	adviserinfo.sec.gov
Integral Wealth Management	Turlock	6	$11.6 million	$673.9 million	adviserinfo.sec.gov
Rudney Associates	Alamo	Fewer than 5	$11.4 million	$940.2 million	adviserinfo.sec.gov
Manhattan West Asset Management, LLC	Los Angeles	4	$11.4 million	$1.16 billion	adviserinfo.sec.gov
Triad Investment Management, LLC	Newport Beach	5	$11.3 million	$119.5 million	adviserinfo.sec.gov
Gemmer Asset Management LLC	Walnut Creek	7	$11.2 million	$2.36 billion	adviserinfo.sec.gov
Channel Wealth, LLC	Santa Barbara	13	$11.2 million	$850.9 million	adviserinfo.sec.gov
Claraphi Advisory Network, LLC	Aliso Viejo	26	$11.1 million	$382.5 million	adviserinfo.sec.gov
Cheviot Value Management, LLC	Beverly Hills	Fewer than 5	$11.1 million	$1.17 billion	adviserinfo.sec.gov
Guardian Financial Partners, LLC	Orange	Fewer than 5	$11 million	$911.9 million	adviserinfo.sec.gov
American Assets Investment Management, LLC	San Diego	3	$11 million	$5.87 billion	adviserinfo.sec.gov
Telos Capital Management, Inc.	San Diego	15	$11 million	$1.63 billion	adviserinfo.sec.gov
True Wave Financial Planners	Sacramento	7	$10.9 million	$456.5 million	adviserinfo.sec.gov
O'Boyle Wealth Management, Inc.	Beverly Hills	14	$10.8 million	$443.9 million	adviserinfo.sec.gov
Oliveira Wealth	Modesto	11	$10.7 million	$332.4 million	adviserinfo.sec.gov
15 Equity	Santa Barbara	Fewer than 5	$10.6 million	$135.9 million	adviserinfo.sec.gov
Frontier Global Partners LLC	LA Jolla	Fewer than 5	$10.6 million	$713.1 million	adviserinfo.sec.gov
Tricord Advisors, Inc.	Riverside	8	$10.6 million	$431.5 million	adviserinfo.sec.gov
Solano Wealth Advisors	Fairfield	Fewer than 5	$10.3 million	$331.9 million	adviserinfo.sec.gov
Alteri Wealth	Westlake Village	15	$10.2 million	$566.1 million	adviserinfo.sec.gov
Mraz and Associates	Modesto	3	$10 million	$917.5 million	adviserinfo.sec.gov
Roof Eidam Maycock Peralta LLC	San Francisco	Fewer than 5	$9.8 million	$804.9 million	adviserinfo.sec.gov

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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.