Data / Investment advisers / Serving high net worth individuals / California

Investment advisers in California serving high net worth individuals: 1,103 firms

Name: Investment advisers in California serving high net worth individuals: 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.

1,103 SEC registered investment advisers with a main office in California report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $1.3 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Charles Schwab Investment Management, Inc.

The request: Every investment adviser in California that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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1,103Advisers
$1.3 trillionAUM from this client type
1,077Advisers over $100 million
November 2, 2026File date

Advisers in California serving high net worth individuals

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 1,103 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Charles Schwab Investment Management, Inc	San Francisco	154,404	$106.93 billion	$1.72 trillion	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	25,295	$95.15 billion	$152.13 billion	adviserinfo.sec.gov
Edelman Financial Engines	Santa Clara	45,656	$86.54 billion	$326.29 billion	adviserinfo.sec.gov
Ieq Capital, LLC	Foster City	2,300	$56.54 billion	$56.77 billion	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	11,482	$43.05 billion	$54.87 billion	adviserinfo.sec.gov
Canterbury Consulting Incorporated	Newport Beach	100	$39.74 billion	$45.88 billion	adviserinfo.sec.gov
Lido	Los Angeles	9,829	$36.79 billion	$42.50 billion	adviserinfo.sec.gov
Capital Group Private Client Services, Inc.	Los Angeles	8,803	$36.47 billion	$48.37 billion	adviserinfo.sec.gov
Allworth Financial, L.P.	Folsom	9,283	$25.23 billion	$33.55 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	11,731	$21.85 billion	$91.76 billion	adviserinfo.sec.gov
Wealthfront Advisers LLC	Palo Alto	14,979	$21.21 billion	$55.19 billion	adviserinfo.sec.gov
Baker Street Advisors, LLC	San Francisco	504	$18.05 billion	$20.77 billion	adviserinfo.sec.gov
Comprehensive Financial Management LLC	Los Gatos	13	$17.22 billion	$18.52 billion	adviserinfo.sec.gov
Ep Wealth Advisors	Torrance	1,589	$17.07 billion	$45.15 billion	adviserinfo.sec.gov
Seia	Los Angeles	4,920	$16.92 billion	$22.54 billion	adviserinfo.sec.gov
Aspiriant, LLC	Los Angeles	1,683	$16.60 billion	$18.05 billion	adviserinfo.sec.gov
Mission Wealth Management, LP	Santa Barbara	3,633	$16.00 billion	$17.00 billion	adviserinfo.sec.gov
Jordan Park Group LLC	San Francisco	163	$15.49 billion	$23.26 billion	adviserinfo.sec.gov
H&H International Investment, LLC	Palo Alto	Fewer than 5	$13.59 billion	$25.50 billion	adviserinfo.sec.gov
Concentric	Walnut Creek	4,380	$11.68 billion	$13.91 billion	adviserinfo.sec.gov
Alphacore Capital LLC	LA Jolla	2,209	$11.58 billion	$12.96 billion	adviserinfo.sec.gov
Iconiq Capital, LLC	San Francisco	380	$10.77 billion	$117.53 billion	adviserinfo.sec.gov
Farther	San Francisco	3,463	$10.48 billion	$16.01 billion	adviserinfo.sec.gov
Pure Financial Advisors, LLC	San Diego	3,567	$9.26 billion	$11.05 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	331	$7.69 billion	$466.56 billion	adviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLC	Los Angeles	1,409	$7.68 billion	$39.36 billion	adviserinfo.sec.gov
Perigon Wealth Management, LLC	San Francisco	1,653	$7.46 billion	$11.29 billion	adviserinfo.sec.gov
Main Street Advisors	Santa Monica	68	$7.14 billion	$9.65 billion	adviserinfo.sec.gov
Global Retirement Partners LLC	San Rafael	5,960	$6.85 billion	$169.58 billion	adviserinfo.sec.gov
Robertson Stephens	San Francisco	1,256	$6.73 billion	$8.76 billion	adviserinfo.sec.gov
Axxcess Wealth Management, LLC	Carlsbad	2,199	$5.94 billion	$8.88 billion	adviserinfo.sec.gov
Icg Advisors, LLC	Los Angeles	55	$5.72 billion	$7.92 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	1,720	$5.59 billion	$96.77 billion	adviserinfo.sec.gov
Parallel Advisors, LLC	San Francisco	1,013	$5.44 billion	$10.31 billion	adviserinfo.sec.gov
Bakeravenue	San Francisco	788	$5.38 billion	$7.72 billion	adviserinfo.sec.gov
Bailard, Inc.	Foster City	831	$5.27 billion	$7.56 billion	adviserinfo.sec.gov
Composition Wealth, LLC	Los Angeles	406	$5.20 billion	$9.47 billion	adviserinfo.sec.gov
Independent Financial Group, LLC	San Diego	2,438	$5.16 billion	$12.93 billion	adviserinfo.sec.gov
Westmount Partners, LLC	Los Angeles	847	$5.10 billion	$5.94 billion	adviserinfo.sec.gov
KCM Investment Advisors	Greenbrae	1,092	$5.10 billion	$6.02 billion	adviserinfo.sec.gov
One Capital Management, LLC	Westlake Village	1,168	$4.53 billion	$8.53 billion	adviserinfo.sec.gov
Index Fund Advisors, Inc.	Irvine	909	$4.35 billion	$5.93 billion	adviserinfo.sec.gov
Syon Capital LLC	San Francisco	64	$4.29 billion	$4.38 billion	adviserinfo.sec.gov
Destination Wealth Management	Walnut Creek	1,335	$4.27 billion	$4.95 billion	adviserinfo.sec.gov
Seven Post Investment Office LP	San Francisco	46	$4.07 billion	$9.61 billion	adviserinfo.sec.gov
Capital Bank and Trust Company	Irvine	511	$4.03 billion	$257.02 billion	adviserinfo.sec.gov
Private Management Group Inc	Irvine	974	$3.92 billion	$4.90 billion	adviserinfo.sec.gov
Vernal Point Advisors, LLC	San Francisco	18	$3.82 billion	$3.94 billion	adviserinfo.sec.gov
Capital Research and Management Company	Los Angeles	830	$3.82 billion	$4.32 trillion	adviserinfo.sec.gov
Clifford Swan Investment Counselors	Pasadena	588	$3.66 billion	$4.48 billion	adviserinfo.sec.gov
Sand Hill Global Advisors, LLC	Palo Alto	504	$3.63 billion	$4.39 billion	adviserinfo.sec.gov
First Foundation Advisors	Irvine	623	$3.50 billion	$5.06 billion	adviserinfo.sec.gov
Wedbush Securities Inc.	Pasadena	3,138	$3.49 billion	$6.75 billion	adviserinfo.sec.gov
Halbert Hargrove	Long Beach	883	$3.41 billion	$4.20 billion	adviserinfo.sec.gov
Frank, Rimerman Advisors LLC	Palo Alto	106	$3.39 billion	$3.40 billion	adviserinfo.sec.gov
Mozaic, LLC	Beverly Hills	86	$3.37 billion	$3.64 billion	adviserinfo.sec.gov
Steelpeak Wealth, LLC	Los Angeles	858	$3.23 billion	$4.15 billion	adviserinfo.sec.gov
Pacific Investment Management Company LLC	Newport Beach	17	$3.21 billion	$3.67 trillion	adviserinfo.sec.gov
Dunham	San Diego	1,954	$3.16 billion	$5.63 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	382	$3.07 billion	$509.45 billion	adviserinfo.sec.gov
Intellectus Partners, LLC	San Francisco	197	$2.92 billion	$2.98 billion	adviserinfo.sec.gov
Monograph Wealth Advisors, LLC	Manhattan Beach	153	$2.92 billion	$3.25 billion	adviserinfo.sec.gov
Genter Capital Management	Los Angeles	937	$2.87 billion	$5.10 billion	adviserinfo.sec.gov
Abacus Wealth Partners	Santa Monica	747	$2.83 billion	$3.58 billion	adviserinfo.sec.gov
Summitry, LLC	Foster City	745	$2.74 billion	$3.35 billion	adviserinfo.sec.gov
Morton Wealth	Calabasas	724	$2.73 billion	$3.47 billion	adviserinfo.sec.gov
Signature Investment Advisors, LLC	Los Angeles	1,747	$2.69 billion	$6.76 billion	adviserinfo.sec.gov
Ohana Advisors	San Rafael	21	$2.67 billion	$2.78 billion	adviserinfo.sec.gov
Angeles Wealth Management, LLC	Santa Monica	203	$2.47 billion	$2.81 billion	adviserinfo.sec.gov
Asset Dedication, LLC	San Francisco	828	$2.44 billion	$2.93 billion	adviserinfo.sec.gov
Fort Point Capital Partners LLC	San Francisco	346	$2.44 billion	$2.89 billion	adviserinfo.sec.gov
Wealth Architects, LLC	Mountain View	356	$2.35 billion	$2.42 billion	adviserinfo.sec.gov
LM Advisors LLC	San Diego	295	$2.33 billion	$2.88 billion	adviserinfo.sec.gov
Sentry Advisors, LLC	San Francisco	121	$2.31 billion	$2.41 billion	adviserinfo.sec.gov
Team Hewins, LLC	Foster City	304	$2.31 billion	$3.97 billion	adviserinfo.sec.gov
Beacon Coast Partners, LLC	San Francisco	33	$2.28 billion	$2.28 billion	adviserinfo.sec.gov
Validus Capital LLC	El Segundo	176	$2.27 billion	$2.54 billion	adviserinfo.sec.gov
Veris Wealth Partners, LLC	Oakland	239	$2.27 billion	$2.86 billion	adviserinfo.sec.gov
Grant Tani Barash & Altman, LLC	Beverly Hills	172	$2.23 billion	$2.28 billion	adviserinfo.sec.gov
Check Capital Management Inc	Costa Mesa	1,192	$2.23 billion	$2.37 billion	adviserinfo.sec.gov
Hollencrest Capital Management	Newport Beach	166	$2.21 billion	$2.87 billion	adviserinfo.sec.gov
Earned Wealth Advisors, LLC	Walnut Creek	584	$2.17 billion	$3.11 billion	adviserinfo.sec.gov
Osborne Partners	San Francisco	428	$2.16 billion	$2.65 billion	adviserinfo.sec.gov
Point Olema Capital Partners, L.P.	San Francisco	17	$2.13 billion	$2.95 billion	adviserinfo.sec.gov
Kingswood Wealth Advisors, LLC	San Diego	2,274	$2.11 billion	$3.80 billion	adviserinfo.sec.gov
Joel R. Mogy Investment Counsel Inc.	Beverly Hills	208	$2.09 billion	$2.18 billion	adviserinfo.sec.gov
Ifc Advisors LLC	Los Angeles	270	$2.08 billion	$2.34 billion	adviserinfo.sec.gov
A16z Perennial Management, L.P.	Menlo Park	56	$2.08 billion	$2.75 billion	adviserinfo.sec.gov
Gemmer Asset Management LLC	Walnut Creek	559	$2.02 billion	$2.36 billion	adviserinfo.sec.gov
Willow Creek Wealth Management, Inc.	Sebastopol	561	$1.92 billion	$2.30 billion	adviserinfo.sec.gov
Howard Capital Management Group, LLC	Los Angeles	331	$1.91 billion	$2.56 billion	adviserinfo.sec.gov
California Financial Advisors	San Ramon	666	$1.86 billion	$2.26 billion	adviserinfo.sec.gov
Perennial Financial Services	Los Angeles	913	$1.84 billion	$2.50 billion	adviserinfo.sec.gov
SP Asset Management LLC	Cupertino	207	$1.84 billion	$1.90 billion	adviserinfo.sec.gov
Brandes Investment Partners, LP	LA Jolla	1,444	$1.83 billion	$40.65 billion	adviserinfo.sec.gov
Gerber Kawasaki Wealth & Investment Management	Santa Monica	706	$1.82 billion	$4.11 billion	adviserinfo.sec.gov
HCR Wealth Advisors	Los Angeles	420	$1.80 billion	$1.96 billion	adviserinfo.sec.gov
Private Wealth Partners, LLC	Mill Valley	187	$1.80 billion	$1.92 billion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	82	$1.79 billion	$158.23 billion	adviserinfo.sec.gov
Evolve Private Wealth, LLC	Los Angeles	184	$1.77 billion	$2.15 billion	adviserinfo.sec.gov
Fairview Capital	Greenbrae	241	$1.74 billion	$2.03 billion	adviserinfo.sec.gov
Wealthspire Retirement Advisory	Aliso Viejo	768	$1.68 billion	$38.61 billion	adviserinfo.sec.gov
Resolute Partners Group	San Francisco	34	$1.68 billion	$1.91 billion	adviserinfo.sec.gov
Coastedge Partners, LLC	San Diego	131	$1.63 billion	$2.14 billion	adviserinfo.sec.gov
Checchi Capital Advisers, LLC	Beverly Hills	234	$1.61 billion	$2.59 billion	adviserinfo.sec.gov
Lyell Wealth Management LP	Menlo Park	249	$1.60 billion	$1.65 billion	adviserinfo.sec.gov
Weatherly Asset Management	Del Mar	281	$1.58 billion	$1.68 billion	adviserinfo.sec.gov
Curated Wealth Partners, LLC	El Segundo	68	$1.57 billion	$1.76 billion	adviserinfo.sec.gov
Salem Partners Wealth Management, LLC	Los Angeles	46	$1.50 billion	$1.50 billion	adviserinfo.sec.gov
Planmember Securities Corporation	Carpinteria	898	$1.48 billion	$10.12 billion	adviserinfo.sec.gov
Falcon Wealth Planning, LLC	Ontario	528	$1.48 billion	$1.96 billion	adviserinfo.sec.gov
Oakmont Corporation	Los Angeles	63	$1.48 billion	$2.22 billion	adviserinfo.sec.gov
Serenus Wealth Advisors, LLC	Santa Monica	123	$1.46 billion	$1.47 billion	adviserinfo.sec.gov
The Investment House LLC	Redondo Beach	201	$1.44 billion	$2.48 billion	adviserinfo.sec.gov
Cooper McManus	Irvine	546	$1.42 billion	$2.85 billion	adviserinfo.sec.gov
Select Money Management, Inc.	Los Angeles	399	$1.40 billion	$1.80 billion	adviserinfo.sec.gov
Elyxium Wealth LLC	Beverly Hills	56	$1.39 billion	$1.39 billion	adviserinfo.sec.gov
Rebalance LLC	Palo Alto	197	$1.38 billion	$1.93 billion	adviserinfo.sec.gov
JSF Financial, LLC	Los Angeles	346	$1.37 billion	$1.97 billion	adviserinfo.sec.gov
Telos Capital Management, Inc.	San Diego	456	$1.37 billion	$1.63 billion	adviserinfo.sec.gov
Van Hulzen Financial Advisors	El Dorado Hills	369	$1.36 billion	$2.14 billion	adviserinfo.sec.gov
Scharf Investments, LLC	Los Gatos	1,314	$1.35 billion	$4.21 billion	adviserinfo.sec.gov
Compak Asset Management	Newport Beach	1,155	$1.35 billion	$1.52 billion	adviserinfo.sec.gov
Cascade Financial Partners, LLC	San Diego	201	$1.34 billion	$1.38 billion	adviserinfo.sec.gov
Ami Asset Management Corp	Los Angeles	387	$1.32 billion	$1.93 billion	adviserinfo.sec.gov
Chequers Financial Management LLC	San Francisco	244	$1.30 billion	$1.31 billion	adviserinfo.sec.gov
Liberty Wealth Management, LLC	Oakland	995	$1.29 billion	$1.73 billion	adviserinfo.sec.gov
RVW Wealth LLC	Los Angeles	284	$1.29 billion	$1.94 billion	adviserinfo.sec.gov
Burton Enright Welch	Walnut Creek	371	$1.28 billion	$1.55 billion	adviserinfo.sec.gov
Ipg Investment Advisors, LLC	San Diego	762	$1.27 billion	$4.14 billion	adviserinfo.sec.gov
Financial Management Network Inc	Mission Viejo	460	$1.26 billion	$2.14 billion	adviserinfo.sec.gov
Provenio Capital	Newport Beach	94	$1.24 billion	$1.63 billion	adviserinfo.sec.gov
Sivia Capital Partners, LLC	Mill Valley	54	$1.24 billion	$1.24 billion	adviserinfo.sec.gov
Farther Asset Management, LLC	San Francisco	729	$1.23 billion	$2.91 billion	adviserinfo.sec.gov
Centaurus Financial, Inc.	Anaheim	467	$1.23 billion	$9.74 billion	adviserinfo.sec.gov
Main Management, LLC	San Francisco	134	$1.23 billion	$1.90 billion	adviserinfo.sec.gov
Benefit Financial Services Group	Irvine	325	$1.19 billion	$1.54 billion	adviserinfo.sec.gov
Roseman Wagner Wealth Management	Rocklin	273	$1.19 billion	$1.54 billion	adviserinfo.sec.gov
Quantum Financial Advisors, LLC	Santa Monica	171	$1.19 billion	$1.48 billion	adviserinfo.sec.gov
Windward Capital Management Co	Los Angeles	74	$1.18 billion	$1.86 billion	adviserinfo.sec.gov
Werba Rubin Papier Wealth Management, LLC	San Jose	315	$1.18 billion	$1.40 billion	adviserinfo.sec.gov
Silicon Valley Capital Partners, L.P.	San Jose	340	$1.17 billion	$1.29 billion	adviserinfo.sec.gov
Lodestar Private Asset Management LLC	Alamo	323	$1.16 billion	$1.34 billion	adviserinfo.sec.gov
Saratoga Research & Investment Management	Saratoga	451	$1.16 billion	$2.51 billion	adviserinfo.sec.gov
Kera Capital Partners	San Jose	282	$1.16 billion	$1.36 billion	adviserinfo.sec.gov
Regatta Capital Group, LLC	El Segundo	471	$1.14 billion	$1.55 billion	adviserinfo.sec.gov
Cypress Wealth Services, LLC	Palm Desert	356	$1.14 billion	$1.34 billion	adviserinfo.sec.gov
One Wealth Advisors, LLC	San Francisco	246	$1.13 billion	$1.25 billion	adviserinfo.sec.gov
McDonald Capital Investors Inc	Orinda	73	$1.13 billion	$1.86 billion	adviserinfo.sec.gov
Eclectic Associates, Inc.	Fullerton	410	$1.13 billion	$1.47 billion	adviserinfo.sec.gov
Jacobs & Company, LLC	San Francisco	227	$1.12 billion	$1.16 billion	adviserinfo.sec.gov
Capital Advantage, Inc.	Walnut Creek	352	$1.07 billion	$1.28 billion	adviserinfo.sec.gov
JDL Advisers	Newport Beach	1,376	$1.06 billion	$2.28 billion	adviserinfo.sec.gov
Fiduciary Financial Group, LLC	San Rafael	251	$1.06 billion	$1.12 billion	adviserinfo.sec.gov
RPG Investment Advisory, LLC	Pleasanton	953	$1.04 billion	$1.04 billion	adviserinfo.sec.gov
Apriem Advisors	Irvine	345	$1.04 billion	$1.48 billion	adviserinfo.sec.gov
Atlas Capital Advisors Inc.	San Francisco	93	$1.04 billion	$1.15 billion	adviserinfo.sec.gov
Three Bridge Wealth Advisors	Los Altos	61	$1.04 billion	$1.05 billion	adviserinfo.sec.gov
Centura Wealth Advisory	San Diego	211	$1.04 billion	$1.20 billion	adviserinfo.sec.gov
Arlington Financial Advisors, LLC	Santa Barbara	267	$1.03 billion	$1.24 billion	adviserinfo.sec.gov
Wescap Group	Glendale	205	$1.01 billion	$1.09 billion	adviserinfo.sec.gov
Verita Strategic Wealth Partners, LLC	San Francisco	17	$1.01 billion	$1.01 billion	adviserinfo.sec.gov
Trilogy Capital, Inc.	Irvine	546	$1.01 billion	$3.21 billion	adviserinfo.sec.gov
Pasadena Private Wealth, LLC	Pasadena	255	$1.01 billion	$1.62 billion	adviserinfo.sec.gov
Cheviot Value Management, LLC	Beverly Hills	287	$1.00 billion	$1.17 billion	adviserinfo.sec.gov
Osterweis Capital Management	San Francisco	344	$988.7 million	$7.50 billion	adviserinfo.sec.gov
KWB Wealth	Redlands	880	$987.7 million	$1.23 billion	adviserinfo.sec.gov
Vantage Wealth Management, LLC	San Mateo	264	$962.3 million	$1.12 billion	adviserinfo.sec.gov
The Pacific Center for Financial Services	Danville	353	$934.4 million	$1.10 billion	adviserinfo.sec.gov
Banyan Tree Asset Management, LLC	Torrance	46	$933.7 million	$1.03 billion	adviserinfo.sec.gov
Financial Advisors Network, Inc.	Tustin	328	$925.5 million	$1.11 billion	adviserinfo.sec.gov
Aire Advisors, LLC	Beverly Hills	300	$924 million	$1.01 billion	adviserinfo.sec.gov
Violich Capital Management	Mill Valley	95	$923.3 million	$1.04 billion	adviserinfo.sec.gov
Gould Asset Management LLC	Claremont	229	$916.7 million	$1.03 billion	adviserinfo.sec.gov
Brickley Wealth Management	San Mateo	87	$907.6 million	$950.1 million	adviserinfo.sec.gov
Knightsbridge Wealth Management	Newport Beach	333	$903.3 million	$1.12 billion	adviserinfo.sec.gov
Morling Financial Advisors, LLC	Fremont	256	$895.4 million	$1.05 billion	adviserinfo.sec.gov
Navigation Group LLC	Redwood Shores	254	$887 million	$1.01 billion	adviserinfo.sec.gov
Broadside Wealth	San Francisco	20	$874.5 million	$874.5 million	adviserinfo.sec.gov
Blankinship & Foster, LLC	Solana Beach	225	$874 million	$939.5 million	adviserinfo.sec.gov
Chatterton & Associates	Anaheim	397	$870.4 million	$1.33 billion	adviserinfo.sec.gov
Schnieders Capital Management, LLC.	Pasadena	183	$867 million	$1.06 billion	adviserinfo.sec.gov
Beverly Hills Private Wealth, LLC	Beverly Hills	162	$852.9 million	$912.2 million	adviserinfo.sec.gov
Sage Rhino Capital LLC	Menlo Park	139	$850.4 million	$883.7 million	adviserinfo.sec.gov
Cornerstone Capital, Inc.	Palo Alto	99	$850.1 million	$1.36 billion	adviserinfo.sec.gov
Brio Financial Group	San Francisco	336	$845.2 million	$1.06 billion	adviserinfo.sec.gov
Manchester Financial Inc	Westlake Village	322	$843.5 million	$1.05 billion	adviserinfo.sec.gov
Mirador Capital Partners	Pleasanton	235	$840.8 million	$1.01 billion	adviserinfo.sec.gov
CLG LLC	Long Beach	689	$840.4 million	$1.12 billion	adviserinfo.sec.gov
Tarbox Family Office, Inc.	Newport Beach	208	$839.4 million	$953.7 million	adviserinfo.sec.gov
Moment Partners, LLC	San Francisco	216	$839.1 million	$1.19 billion	adviserinfo.sec.gov
Blume Capital Management, Inc.	Berkeley	175	$834.5 million	$856.6 million	adviserinfo.sec.gov
Sovran Advisors, LLC	San Diego	355	$834 million	$1.87 billion	adviserinfo.sec.gov
RBC Securities, Inc.	Los Angeles	337	$814.3 million	$1.52 billion	adviserinfo.sec.gov
Concentrum Wealth Management	San Jose	179	$812.1 million	$986.8 million	adviserinfo.sec.gov
Granite Investment Partners, LLC	El Segundo	266	$806.7 million	$1.84 billion	adviserinfo.sec.gov
Pacific Capital	Corona	59	$806 million	$820.6 million	adviserinfo.sec.gov
Rudney Associates	Alamo	250	$787.4 million	$940.2 million	adviserinfo.sec.gov
Christopher Weil & Co Inc	San Diego	261	$784.7 million	$896.2 million	adviserinfo.sec.gov
Weaver Consulting Group, LLC	Huntington Beach	376	$772.7 million	$1.05 billion	adviserinfo.sec.gov
Mraz and Associates	Modesto	221	$772.5 million	$917.5 million	adviserinfo.sec.gov
Intelligence Driven Advisers, LLC	Carlsbad	421	$771.1 million	$881.9 million	adviserinfo.sec.gov
Integris Wealth Management, LLC	Monterey	231	$760.8 million	$812 million	adviserinfo.sec.gov
The Wealth Collaborative, Inc.	Corona Del Mar	153	$754.8 million	$791.6 million	adviserinfo.sec.gov
Spinnaker Investment Group, LLC	Newport Beach	259	$752.7 million	$1.07 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	231	$749.6 million	$184.99 billion	adviserinfo.sec.gov
Blue Zone Wealth Advisors, LLC	Los Angeles	104	$743.8 million	$770 million	adviserinfo.sec.gov
Roof Eidam Maycock Peralta LLC	San Francisco	194	$743.3 million	$804.9 million	adviserinfo.sec.gov
HCM Wealth	San Rafael	156	$739.5 million	$941.7 million	adviserinfo.sec.gov
De Groote Financial Group, LLC	Thousand Oaks	147	$731.5 million	$1.22 billion	adviserinfo.sec.gov
Leisure Capital Management, Inc.	Costa Mesa	169	$727.6 million	$874 million	adviserinfo.sec.gov
NWF Advisory Services Inc	Los Angeles	303	$722.7 million	$6.43 billion	adviserinfo.sec.gov
North Berkeley Wealth Management, LLC	Berkeley	220	$713.5 million	$829.8 million	adviserinfo.sec.gov
Affinity Capital Advisors LLC	Berkeley	206	$712.4 million	$851.3 million	adviserinfo.sec.gov
Creative Capital Management Investments LLC	San Diego	194	$711.7 million	$780.4 million	adviserinfo.sec.gov
Nelson Capital Management, LLC	Menlo Park	178	$706 million	$810.8 million	adviserinfo.sec.gov
Cohen Capital Management Inc	Corte Madera	40	$704.8 million	$1.00 billion	adviserinfo.sec.gov
Traveka Wealth, LLC	Los Altos	133	$694.5 million	$730.8 million	adviserinfo.sec.gov
Westhill Financial Advisors, Inc.	San Rafael	214	$685.8 million	$789.4 million	adviserinfo.sec.gov
L & S Advisors, Inc	Los Angeles	186	$683.5 million	$1.16 billion	adviserinfo.sec.gov
FLC Capital Advisors	Palm Desert	184	$679.5 million	$822.2 million	adviserinfo.sec.gov
Clarity Wealth Advisors	San Jose	223	$677.7 million	$732.9 million	adviserinfo.sec.gov
Insight Wealth Strategies, LLC	San Ramon	180	$674.5 million	$1.22 billion	adviserinfo.sec.gov
Strategy Asset Managers L.L.C.	Pasadena	214	$667.7 million	$930.1 million	adviserinfo.sec.gov
Jeppson Wealth Management, LLC	Manhattan Beach	548	$666.9 million	$763.2 million	adviserinfo.sec.gov
Keystone Private Wealth	Palm Desert	246	$666.8 million	$860.7 million	adviserinfo.sec.gov
RS Crum Inc.	Newport Beach	186	$665.6 million	$720.7 million	adviserinfo.sec.gov
KTF Investments, LLC	Seal Beach	109	$664.6 million	$700.2 million	adviserinfo.sec.gov
Ridgecrest Wealth Partners, LLC	San Rafael	579	$663.9 million	$705.1 million	adviserinfo.sec.gov
Westside Investment Management, LLC	Santa Monica	365	$663.1 million	$888.8 million	adviserinfo.sec.gov
Mission Creek Capital Partners, Inc.	San Francisco	324	$661.1 million	$741.6 million	adviserinfo.sec.gov
American Money Management, LLC	Rancho Santa Fe	211	$656.6 million	$844 million	adviserinfo.sec.gov
Gradient Capital Advisors, LLC	San Diego	257	$654.7 million	$742.2 million	adviserinfo.sec.gov
Bell Investment Advisors Inc	Orinda	252	$654.7 million	$787.6 million	adviserinfo.sec.gov
Atlas Legacy Advisors LLC	Los Angeles	110	$648.7 million	$715 million	adviserinfo.sec.gov
Westshore Wealth	Newport Beach	172	$648.1 million	$662.4 million	adviserinfo.sec.gov
Stonebridge Financial Group	San Rafael	253	$642.6 million	$896 million	adviserinfo.sec.gov
TCW Asset Management Company LLC	Los Angeles	19	$637.4 million	$81.18 billion	adviserinfo.sec.gov
Vance Wealth	Santa Clarita	185	$637.4 million	$893.6 million	adviserinfo.sec.gov
Channel Wealth, LLC	Santa Barbara	842	$633.3 million	$850.9 million	adviserinfo.sec.gov
Albitz/Miloe and Associates, Inc.	Torrance	212	$633.3 million	$820.6 million	adviserinfo.sec.gov
Hamilton Wealth, LLC	Los Angeles	179	$631.9 million	$697.8 million	adviserinfo.sec.gov
Libra Wealth LLC	Los Gatos	127	$630.1 million	$639.8 million	adviserinfo.sec.gov
Ariadne Wealth Management, LP	Santa Barbara	53	$627.3 million	$627.3 million	adviserinfo.sec.gov
Diversifi Capital Inc	Los Altos	223	$624.7 million	$671.4 million	adviserinfo.sec.gov
Highline Wealth Partners	Sherman Oaks	91	$611.2 million	$867.9 million	adviserinfo.sec.gov
BMB Advisers LLC	Los Angeles	30	$610.7 million	$655.8 million	adviserinfo.sec.gov
Financial Sense Advisors, Inc.	San Diego	189	$606.7 million	$835.6 million	adviserinfo.sec.gov
Neumann Capital Management	Foster City	128	$602.7 million	$630.3 million	adviserinfo.sec.gov
Crane & Associates Wealth Management	Fullerton	248	$602.7 million	$934.6 million	adviserinfo.sec.gov
Betterwealth LLC	San Jose	215	$602.6 million	$659.9 million	adviserinfo.sec.gov
Three Arch Wealth Management LLC	Irvine	118	$601.1 million	$662.4 million	adviserinfo.sec.gov
Elevation Wealth Partners, LLC	Walnut Creek	155	$600.7 million	$670.7 million	adviserinfo.sec.gov
Rbo & Co, LLC	St. Helena	69	$589.3 million	$654.8 million	adviserinfo.sec.gov
Shuster Advisory Group, LLC	Pasadena	153	$588 million	$10.32 billion	adviserinfo.sec.gov
Manhattan West Asset Management, LLC	Los Angeles	150	$577.7 million	$1.16 billion	adviserinfo.sec.gov
Delta Investment Management, LLC	San Francisco	165	$574.7 million	$856.7 million	adviserinfo.sec.gov
Shah Wealth Advisors	Chino Hills	119	$571.2 million	$606.2 million	adviserinfo.sec.gov
Mason & Associates, Inc.	Los Angeles	214	$567.4 million	$828.7 million	adviserinfo.sec.gov
Financial Alternatives, Inc.	LA Jolla	148	$559.7 million	$614.8 million	adviserinfo.sec.gov
Whelan Financial	Fresno	222	$555.9 million	$781.8 million	adviserinfo.sec.gov
Tempus Wealth Planning, LLC	Irvine	282	$555 million	$699.4 million	adviserinfo.sec.gov
Bridgewealth Advisory Group, LLC	Fresno	170	$551.2 million	$868.9 million	adviserinfo.sec.gov
Avalon Capital Management	Menlo Park	129	$550.3 million	$582.2 million	adviserinfo.sec.gov
Thepartners Wealth Management	Carmel by the Sea	430	$549.5 million	$1.18 billion	adviserinfo.sec.gov
Stewart Wealth Management, Inc.	San Rafael	201	$547.8 million	$581.5 million	adviserinfo.sec.gov
Cruden Bay Investment Management, LLC	Westlake Village	43	$546.2 million	$663.1 million	adviserinfo.sec.gov
Life Line Wealth Management LLC	Beverly Hills	50	$538.7 million	$557.6 million	adviserinfo.sec.gov
Nicholas Investment Partners, L.P.	San Diego	8	$536.2 million	$1.45 billion	adviserinfo.sec.gov
Integral Wealth Management	Turlock	157	$534.1 million	$673.9 million	adviserinfo.sec.gov
Planned Solutions, Inc.	Folsom	230	$533.3 million	$671 million	adviserinfo.sec.gov
J.P. King Advisors, Inc.	Walnut Creek	174	$531.1 million	$889.7 million	adviserinfo.sec.gov
Navalign, LLC	Encino	241	$530.4 million	$731.9 million	adviserinfo.sec.gov
FMB Wealth Management	Westlake Village	125	$528.3 million	$615.7 million	adviserinfo.sec.gov
Tortuga Advisers LLC	Simi Valley	39	$528.2 million	$563.5 million	adviserinfo.sec.gov
Ignite Planners LLC	San Clemente	450	$527.2 million	$1.14 billion	adviserinfo.sec.gov
Lk&A Investment Counsel	Pasadena	61	$525.6 million	$540.1 million	adviserinfo.sec.gov
Treehouse Wealth Advisors	Walnut Creek	133	$524.1 million	$597.1 million	adviserinfo.sec.gov
Fortem Financial Group, LLC	Palm Desert	140	$522 million	$631.9 million	adviserinfo.sec.gov
Riley Friedman Asset Management	Los Altos	122	$514.9 million	$584.8 million	adviserinfo.sec.gov
Epsilon Financial Group, Inc.	Fairfield	164	$514.6 million	$626.1 million	adviserinfo.sec.gov
Jackson Square Capital, LLC	San Francisco	503	$513.5 million	$564.3 million	adviserinfo.sec.gov
Ocean Path Advisors, LLC	Manhattan Beach	135	$513 million	$559.5 million	adviserinfo.sec.gov
Corvus Wealth Advisors LLC	Templeton	151	$511.2 million	$1.08 billion	adviserinfo.sec.gov
Alliance Advisory & Securities, LLC	Westlake Village	225	$510.5 million	$687.4 million	adviserinfo.sec.gov
Ma Private Wealth, LLC	San Carlos	148	$507.3 million	$686 million	adviserinfo.sec.gov
Financial Focus LLC	Carlsbad	294	$506 million	$800 million	adviserinfo.sec.gov
Andrews, Lucia Wealth Management LLC	Danville	118	$503.8 million	$543.5 million	adviserinfo.sec.gov
San Luis Wealth Advisors	San Luis Obispo	42	$502.1 million	$760 million	adviserinfo.sec.gov
Fire Capital Management, LLC	San Francisco	33	$500.1 million	$635.5 million	adviserinfo.sec.gov
TTP Investments, Inc.	San Jose	155	$499.9 million	$570.6 million	adviserinfo.sec.gov
Stonemark Wealth Management	Pasadena	150	$498.8 million	$609.8 million	adviserinfo.sec.gov
Meritas Wealth Management, LLC	San Rafael	172	$498.5 million	$618.9 million	adviserinfo.sec.gov
Painted Porch Advisors LLC	Santa Barbara	107	$497.9 million	$571.9 million	adviserinfo.sec.gov
Valley Wealth Strategies, LLC	Lodi	277	$495 million	$1.45 billion	adviserinfo.sec.gov
The Salvetti Group	Sacramento	162	$492.9 million	$633.7 million	adviserinfo.sec.gov
Willow Creek Financial	San Diego	155	$491.2 million	$528.8 million	adviserinfo.sec.gov
Praetorian Guard, a Division of Praetorian Wealth Management,Inc	Carmel	175	$488.8 million	$598.7 million	adviserinfo.sec.gov
Gordian Wealth Advisors, LLC	Mill Valley	114	$488.7 million	$488.7 million	adviserinfo.sec.gov
Pathview Wealth Advisors	San Diego	133	$488.5 million	$583 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.