Data / Investment advisers / Serving individuals / California

Investment advisers in California serving individuals: 1,020 firms

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

1,020 SEC registered investment advisers with a main office in California report individuals among their clients in Form ADV item 5.D, and together they attribute $643 billion 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.

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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1,020Advisers
$643 billionAUM from this client type
971Advisers over $100 million
November 2, 2026File date

Advisers in California serving 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 1,020 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Charles Schwab Investment Management, Inc	San Francisco	697,928	$108.47 billion	$1.72 trillion	adviserinfo.sec.gov
Edelman Financial Engines	Santa Clara	431,514	$92.64 billion	$326.29 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	436,288	$62.97 billion	$91.76 billion	adviserinfo.sec.gov
Pacific Investment Management Company LLC	Newport Beach	5,833	$50.46 billion	$3.67 trillion	adviserinfo.sec.gov
Wealthfront Advisers LLC	Palo Alto	529,863	$33.66 billion	$55.19 billion	adviserinfo.sec.gov
Ep Wealth Advisors	Torrance	18,029	$24.82 billion	$45.15 billion	adviserinfo.sec.gov
Capital Research and Management Company	Los Angeles	22,211	$16.87 billion	$4.32 trillion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	22,641	$14.81 billion	$509.45 billion	adviserinfo.sec.gov
Acorns	Irvine	8,158,308	$13.35 billion	$13.39 billion	adviserinfo.sec.gov
Everett Harris & Co	Los Angeles	718	$11.37 billion	$11.53 billion	adviserinfo.sec.gov
Centaurus Financial, Inc.	Anaheim	44,727	$8.44 billion	$9.74 billion	adviserinfo.sec.gov
Human Interest Advisors LLC	San Francisco	792,873	$7.84 billion	$8.10 billion	adviserinfo.sec.gov
Planmember Securities Corporation	Carpinteria	68,543	$7.71 billion	$10.12 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	30,187	$7.34 billion	$184.99 billion	adviserinfo.sec.gov
Independent Financial Group, LLC	San Diego	23,458	$7.12 billion	$12.93 billion	adviserinfo.sec.gov
Allworth Financial, L.P.	Folsom	19,503	$7.00 billion	$33.55 billion	adviserinfo.sec.gov
Aristotle Capital Management, LLC	Los Angeles	4,452	$6.30 billion	$43.54 billion	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	18,083	$6.09 billion	$54.87 billion	adviserinfo.sec.gov
NWF Advisory Services Inc	Los Angeles	11,130	$5.70 billion	$6.43 billion	adviserinfo.sec.gov
Seia	Los Angeles	4,600	$4.76 billion	$22.54 billion	adviserinfo.sec.gov
Signature Investment Advisors, LLC	Los Angeles	5,707	$3.92 billion	$6.76 billion	adviserinfo.sec.gov
Parallel Advisors, LLC	San Francisco	3,156	$3.83 billion	$10.31 billion	adviserinfo.sec.gov
Farther	San Francisco	11,130	$3.71 billion	$16.01 billion	adviserinfo.sec.gov
Global Retirement Partners LLC	San Rafael	11,380	$3.67 billion	$169.58 billion	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	5,717	$3.47 billion	$152.13 billion	adviserinfo.sec.gov
Composition Wealth, LLC	Los Angeles	3,354	$3.43 billion	$9.47 billion	adviserinfo.sec.gov
Sigfig Wealth Management LLC	San Francisco	106,229	$3.38 billion	$3.58 billion	adviserinfo.sec.gov
Wedbush Securities Inc.	Pasadena	7,515	$2.95 billion	$6.75 billion	adviserinfo.sec.gov
TCW Investment Management Company LLC	Los Angeles	4,748	$2.42 billion	$38.82 billion	adviserinfo.sec.gov
Gerber Kawasaki Wealth & Investment Management	Santa Monica	8,719	$2.19 billion	$4.11 billion	adviserinfo.sec.gov
Sofi Wealth LLC	San Francisco	254,000	$2.01 billion	$2.05 billion	adviserinfo.sec.gov
Fuller & Thaler Asset Management Inc	San Mateo	5,559	$2.00 billion	$30.25 billion	adviserinfo.sec.gov
Dunham	San Diego	10,820	$1.97 billion	$5.63 billion	adviserinfo.sec.gov
Axxcess Wealth Management, LLC	Carlsbad	7,359	$1.96 billion	$8.88 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	3,991	$1.84 billion	$96.77 billion	adviserinfo.sec.gov
Perigon Wealth Management, LLC	San Francisco	3,768	$1.81 billion	$11.29 billion	adviserinfo.sec.gov
Pure Financial Advisors, LLC	San Diego	3,936	$1.79 billion	$11.05 billion	adviserinfo.sec.gov
Madison Avenue Securities, LLC	San Diego	13,536	$1.74 billion	$2.02 billion	adviserinfo.sec.gov
Farther Asset Management, LLC	San Francisco	8,914	$1.66 billion	$2.91 billion	adviserinfo.sec.gov
Brandes Investment Partners, LP	LA Jolla	9,723	$1.62 billion	$40.65 billion	adviserinfo.sec.gov
Trilogy Capital, Inc.	Irvine	7,512	$1.60 billion	$3.21 billion	adviserinfo.sec.gov
Kingswood Wealth Advisors, LLC	San Diego	8,985	$1.58 billion	$3.80 billion	adviserinfo.sec.gov
Robinhood Asset Management	Menlo Park	252,664	$1.52 billion	$1.52 billion	adviserinfo.sec.gov
HBW Advisory Services LLC	Simi Valley	13,698	$1.52 billion	$1.75 billion	adviserinfo.sec.gov
Occidental Asset Management, LLC	Burlingame	945	$1.40 billion	$1.40 billion	adviserinfo.sec.gov
Lido	Los Angeles	3,214	$1.39 billion	$42.50 billion	adviserinfo.sec.gov
Genter Capital Management	Los Angeles	3,132	$1.37 billion	$5.10 billion	adviserinfo.sec.gov
Cooper McManus	Irvine	2,833	$1.25 billion	$2.85 billion	adviserinfo.sec.gov
Syntheticfi LLC	San Francisco	624	$992.9 million	$992.9 million	adviserinfo.sec.gov
Tamar Securities, LLC	Woodland Hills	3,999	$940.7 million	$1.52 billion	adviserinfo.sec.gov
Alphacore Capital LLC	LA Jolla	1,776	$911.5 million	$12.96 billion	adviserinfo.sec.gov
Sovran Advisors, LLC	San Diego	3,563	$890.7 million	$1.87 billion	adviserinfo.sec.gov
Index Fund Advisors, Inc.	Irvine	1,186	$890.6 million	$5.93 billion	adviserinfo.sec.gov
Valley Wealth Strategies, LLC	Lodi	3,689	$870.6 million	$1.45 billion	adviserinfo.sec.gov
JDL Advisers	Newport Beach	6,315	$831.8 million	$2.28 billion	adviserinfo.sec.gov
One Capital Management, LLC	Westlake Village	2,300	$806.6 million	$8.53 billion	adviserinfo.sec.gov
Wealthspire Retirement Advisory	Aliso Viejo	5,369	$779.3 million	$38.61 billion	adviserinfo.sec.gov
Mission Wealth Management, LP	Santa Barbara	1,666	$748.5 million	$17.00 billion	adviserinfo.sec.gov
Saratoga Research & Investment Management	Saratoga	2,103	$748.4 million	$2.51 billion	adviserinfo.sec.gov
Private Management Group Inc	Irvine	2,410	$625.3 million	$4.90 billion	adviserinfo.sec.gov
Ignite Planners LLC	San Clemente	4,155	$594.5 million	$1.14 billion	adviserinfo.sec.gov
Destination Wealth Management	Walnut Creek	937	$570.7 million	$4.95 billion	adviserinfo.sec.gov
Ducenta Squared Asset Management	El Segundo	424	$565.4 million	$3.35 billion	adviserinfo.sec.gov
Concentric	Walnut Creek	762	$554.8 million	$13.91 billion	adviserinfo.sec.gov
Insight Wealth Strategies, LLC	San Ramon	404	$548.3 million	$1.22 billion	adviserinfo.sec.gov
Thepartners Wealth Management	Carmel by the Sea	5,495	$528.5 million	$1.18 billion	adviserinfo.sec.gov
Encompass More Asset Management LLC	Danville	3,748	$515.3 million	$984.9 million	adviserinfo.sec.gov
Perennial Financial Services	Los Angeles	2,156	$489 million	$2.50 billion	adviserinfo.sec.gov
Ssi Investment Management LLC	Los Angeles	24	$481 million	$2.55 billion	adviserinfo.sec.gov
Premier Financial Group Inc	Eureka	530	$476.4 million	$819.9 million	adviserinfo.sec.gov
Asset Dedication, LLC	San Francisco	1,158	$476.2 million	$2.93 billion	adviserinfo.sec.gov
RVW Wealth LLC	Los Angeles	745	$466.9 million	$1.94 billion	adviserinfo.sec.gov
Chatterton & Associates	Anaheim	1,145	$457.7 million	$1.33 billion	adviserinfo.sec.gov
Steelpeak Wealth, LLC	Los Angeles	1,420	$455.2 million	$4.15 billion	adviserinfo.sec.gov
Morton Wealth	Calabasas	491	$452.5 million	$3.47 billion	adviserinfo.sec.gov
Falcon Wealth Planning, LLC	Ontario	1,053	$437.6 million	$1.96 billion	adviserinfo.sec.gov
West Wealth Group, LLC	Irvine	2,649	$428.2 million	$616.7 million	adviserinfo.sec.gov
Bakeravenue	San Francisco	311	$424.8 million	$7.72 billion	adviserinfo.sec.gov
Redwood Wealth Management, LLC	Santa Monica	120	$413.3 million	$837 million	adviserinfo.sec.gov
TCFG Investment Advisors, LLC	Laguna Niguel	2,261	$407.5 million	$639.4 million	adviserinfo.sec.gov
Summitry, LLC	Foster City	548	$404.7 million	$3.35 billion	adviserinfo.sec.gov
Rebalance LLC	Palo Alto	439	$404.2 million	$1.93 billion	adviserinfo.sec.gov
California Financial Advisors	San Ramon	851	$399.8 million	$2.26 billion	adviserinfo.sec.gov
Evolve Private Wealth, LLC	Los Angeles	495	$380.7 million	$2.15 billion	adviserinfo.sec.gov
Robertson Stephens	San Francisco	980	$379.9 million	$8.76 billion	adviserinfo.sec.gov
Liberty Wealth Management, LLC	Oakland	515	$379.1 million	$1.73 billion	adviserinfo.sec.gov
Safeguard Investment Advisory Group, LLC	Corona	1,331	$377.2 million	$702.3 million	adviserinfo.sec.gov
Van Hulzen Financial Advisors	El Dorado Hills	1,020	$373.1 million	$2.14 billion	adviserinfo.sec.gov
RBC Securities, Inc.	Los Angeles	955	$371.8 million	$1.52 billion	adviserinfo.sec.gov
Prosperitas Financial, LLC	Valencia	1,595	$359.1 million	$812.5 million	adviserinfo.sec.gov
J.P. King Advisors, Inc.	Walnut Creek	274	$354 million	$889.7 million	adviserinfo.sec.gov
Jet Wealth Advisors	LA Jolla	487	$351.2 million	$546.5 million	adviserinfo.sec.gov
Abacus Wealth Partners	Santa Monica	800	$346.4 million	$3.58 billion	adviserinfo.sec.gov
Ats Wealth Management	San Diego	233	$344 million	$383.6 million	adviserinfo.sec.gov
Pacific Income Advisers Inc	El Segundo	2,374	$343.3 million	$2.25 billion	adviserinfo.sec.gov
Copley Financial Group, Inc.	San Diego	2,681	$330.4 million	$331.2 million	adviserinfo.sec.gov
Charles Fish Investments, Inc.	Irvine	42	$320.7 million	$331.3 million	adviserinfo.sec.gov
Apriem Advisors	Irvine	715	$319.9 million	$1.48 billion	adviserinfo.sec.gov
Eclectic Associates, Inc.	Fullerton	797	$318.2 million	$1.47 billion	adviserinfo.sec.gov
Westmount Partners, LLC	Los Angeles	571	$303 million	$5.94 billion	adviserinfo.sec.gov
Alteri Wealth	Westlake Village	308	$303 million	$566.1 million	adviserinfo.sec.gov
JSF Financial, LLC	Los Angeles	445	$302.9 million	$1.97 billion	adviserinfo.sec.gov
Kinetic Investment Management, Inc.	Los Angeles	1,381	$297.8 million	$450.9 million	adviserinfo.sec.gov
True Link Financial Advisors	San Francisco	1,208	$296.7 million	$1.89 billion	adviserinfo.sec.gov
Gemmer Asset Management LLC	Walnut Creek	711	$292.9 million	$2.36 billion	adviserinfo.sec.gov
Quantum Financial Advisors, LLC	Santa Monica	280	$285 million	$1.48 billion	adviserinfo.sec.gov
Castle Rock Wealth Management, LLC	Walnut Creek	1,917	$281.6 million	$587.1 million	adviserinfo.sec.gov
Delta Investment Management, LLC	San Francisco	934	$277.8 million	$856.7 million	adviserinfo.sec.gov
Sweeney & Michel, LLC	Chico	526	$272.4 million	$752.6 million	adviserinfo.sec.gov
Ami Asset Management Corp	Los Angeles	726	$270.3 million	$1.93 billion	adviserinfo.sec.gov
CLG LLC	Long Beach	745	$260.8 million	$1.12 billion	adviserinfo.sec.gov
Financial Management Network Inc	Mission Viejo	919	$260.8 million	$2.14 billion	adviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLC	Los Angeles	586	$259.4 million	$39.36 billion	adviserinfo.sec.gov
Aspiriant, LLC	Los Angeles	627	$259 million	$18.05 billion	adviserinfo.sec.gov
Casilio Leitch Investments	Walnut Creek	220	$256 million	$256 million	adviserinfo.sec.gov
Hollencrest Capital Management	Newport Beach	295	$255.5 million	$2.87 billion	adviserinfo.sec.gov
Frec	San Francisco	1,702	$254.8 million	$567.2 million	adviserinfo.sec.gov
L & S Advisors, Inc	Los Angeles	868	$252 million	$1.16 billion	adviserinfo.sec.gov
Chokshi & Queen Wealth Advisors	San Diego	678	$251.9 million	$263.3 million	adviserinfo.sec.gov
O'Donnell Financial Services, LLC	San Rafael	901	$248.2 million	$427.1 million	adviserinfo.sec.gov
Stonebridge Financial Group	San Rafael	684	$247.9 million	$896 million	adviserinfo.sec.gov
Mfa Wealth Services	Thousand Oaks	215	$247.2 million	$310 million	adviserinfo.sec.gov
Rice Hall James & Associates LLC	San Diego	143	$245.7 million	$1.74 billion	adviserinfo.sec.gov
Halbert Hargrove	Long Beach	574	$244.6 million	$4.20 billion	adviserinfo.sec.gov
BW & Associates, Inc.	Orange	373	$240 million	$692.8 million	adviserinfo.sec.gov
Fermata Advisors	Sonoma	2,122	$239.7 million	$1.01 billion	adviserinfo.sec.gov
First Foundation Advisors	Irvine	430	$234.7 million	$5.06 billion	adviserinfo.sec.gov
Claraphi Advisory Network, LLC	Aliso Viejo	1,362	$234.5 million	$382.5 million	adviserinfo.sec.gov
Earned Wealth Advisors, LLC	Walnut Creek	877	$233.6 million	$3.11 billion	adviserinfo.sec.gov
KCM Investment Advisors	Greenbrae	400	$228.6 million	$6.02 billion	adviserinfo.sec.gov
Weaver Consulting Group, LLC	Huntington Beach	709	$226.9 million	$1.05 billion	adviserinfo.sec.gov
Willow Creek Wealth Management, Inc.	Sebastopol	468	$226.7 million	$2.30 billion	adviserinfo.sec.gov
Portfolio Design Labs, LLC	Encino	249	$220.1 million	$624.9 million	adviserinfo.sec.gov
Strategic Retirement Advisors, LLC	Elk Grove	945	$216.9 million	$216.9 million	adviserinfo.sec.gov
Brio Financial Group	San Francisco	464	$211.7 million	$1.06 billion	adviserinfo.sec.gov
KWB Wealth	Redlands	1,055	$210.6 million	$1.23 billion	adviserinfo.sec.gov
Granite Investment Partners, LLC	El Segundo	196	$209.7 million	$1.84 billion	adviserinfo.sec.gov
Warren Street Wealth Advisors, LLC	Irvine	283	$207.3 million	$656.1 million	adviserinfo.sec.gov
DLK Investment Management	Solana Beach	402	$206.7 million	$524 million	adviserinfo.sec.gov
Financial Sense Advisors, Inc.	San Diego	399	$206 million	$835.6 million	adviserinfo.sec.gov
Benefit Financial Services Group	Irvine	536	$204.4 million	$1.54 billion	adviserinfo.sec.gov
Telos Capital Management, Inc.	San Diego	468	$203.9 million	$1.63 billion	adviserinfo.sec.gov
Tran Capital Management, L.P.	San Rafael	215	$202.7 million	$890.3 million	adviserinfo.sec.gov
Rba Wealth Management, LLC	Newport Beach	296	$200 million	$452.1 million	adviserinfo.sec.gov
Evermont Wealth	Claremont	408	$199.9 million	$333.9 million	adviserinfo.sec.gov
Wilsey Asset Management Incorporated	San Diego	688	$199.7 million	$768.5 million	adviserinfo.sec.gov
Capital Advantage, Inc.	Walnut Creek	309	$199.1 million	$1.28 billion	adviserinfo.sec.gov
Measured Risk Portfolios	San Diego	625	$198.6 million	$597.2 million	adviserinfo.sec.gov
Sfe Investment Counsel Inc.	Los Angeles	684	$196.9 million	$748.4 million	adviserinfo.sec.gov
Regatta Capital Group, LLC	El Segundo	617	$192 million	$1.55 billion	adviserinfo.sec.gov
Newport Wealth Advisors, Inc.	Newport Beach	1,133	$190.4 million	$262.6 million	adviserinfo.sec.gov
Sterling Retirement Group of Sacramento	Roseville	438	$187 million	$253 million	adviserinfo.sec.gov
Emerson Equity LLC	San Mateo	518	$185.1 million	$321.7 million	adviserinfo.sec.gov
Manchester Financial Inc	Westlake Village	696	$181.4 million	$1.05 billion	adviserinfo.sec.gov
Spinnaker Investment Group, LLC	Newport Beach	643	$180.9 million	$1.07 billion	adviserinfo.sec.gov
Albitz/Miloe and Associates, Inc.	Torrance	445	$180 million	$820.6 million	adviserinfo.sec.gov
Ma Private Wealth, LLC	San Carlos	218	$178.7 million	$686 million	adviserinfo.sec.gov
Assembly Wealth	Mill Valley	180	$178.4 million	$336.7 million	adviserinfo.sec.gov
Kanani Advisory Group Inc.	Irvine	533	$178.2 million	$288.2 million	adviserinfo.sec.gov
Crux Wealth Advisors	Long Beach	538	$177.7 million	$547.7 million	adviserinfo.sec.gov
Mosley Wealth Management, Inc.	Anaheim	624	$177 million	$279.5 million	adviserinfo.sec.gov
Financial Advisors Network, Inc.	Tustin	488	$175.1 million	$1.11 billion	adviserinfo.sec.gov
Werba Rubin Papier Wealth Management, LLC	San Jose	355	$174.4 million	$1.40 billion	adviserinfo.sec.gov
Channel Wealth, LLC	Santa Barbara	1,132	$174.1 million	$850.9 million	adviserinfo.sec.gov
Prudent Investors	Lake Forest	514	$172.9 million	$515.8 million	adviserinfo.sec.gov
Calabasas Advisory Group, LLC	Westlake Village	334	$172.2 million	$249.5 million	adviserinfo.sec.gov
Alliance Advisory & Securities, LLC	Westlake Village	438	$171.3 million	$687.4 million	adviserinfo.sec.gov
Plan Financial	Fresno	788	$171.1 million	$195.4 million	adviserinfo.sec.gov
Rubicon Advisors	Redding	1,070	$169.9 million	$420.7 million	adviserinfo.sec.gov
The Chartist	Long Beach	426	$169.7 million	$169.7 million	adviserinfo.sec.gov
American Money Management, LLC	Rancho Santa Fe	621	$164.9 million	$844 million	adviserinfo.sec.gov
American Investors Co	San Ramon	548	$163.2 million	$630.7 million	adviserinfo.sec.gov
The Pacific Center for Financial Services	Danville	436	$162.7 million	$1.10 billion	adviserinfo.sec.gov
Financial Designs Corporation	Claremont	338	$159.6 million	$507.9 million	adviserinfo.sec.gov
My Portfolio Guide, LLC	Seal Beach	190	$157.6 million	$201 million	adviserinfo.sec.gov
Strategy Asset Managers L.L.C.	Pasadena	384	$155.9 million	$930.1 million	adviserinfo.sec.gov
Simplifi, Inc.	San Diego	224	$155.4 million	$276.1 million	adviserinfo.sec.gov
Lifesteps Financial	Claremont	572	$154.2 million	$442.7 million	adviserinfo.sec.gov
Caldwell Sutter Capital, Inc.	Sausalito	381	$153.9 million	$605.7 million	adviserinfo.sec.gov
Vantage Wealth Management, LLC	San Mateo	371	$153.7 million	$1.12 billion	adviserinfo.sec.gov
De Groote Financial Group, LLC	Thousand Oaks	200	$152.8 million	$1.22 billion	adviserinfo.sec.gov
Confidence Wealth Management, Inc.	Los Angeles	546	$151.8 million	$454.1 million	adviserinfo.sec.gov
Wealth Teams Alliance	Irvine	760	$151.4 million	$223.9 million	adviserinfo.sec.gov
Providence Financial and Insurances, Inc.	Woodland Hills	582	$151.1 million	$215 million	adviserinfo.sec.gov
Blakeslee & Blakeslee Financial Advisers Inc.	San Luis Obispo	676	$151 million	$423 million	adviserinfo.sec.gov
Tidemark, LLC	San Diego	623	$150 million	$462.5 million	adviserinfo.sec.gov
Premier Wealth Advisors, LLC	San Diego	313	$149.1 million	$694.9 million	adviserinfo.sec.gov
Sonoma Allocations	Santa Rosa	138	$148.4 million	$350 million	adviserinfo.sec.gov
Osborne Partners	San Francisco	276	$148.3 million	$2.65 billion	adviserinfo.sec.gov
G.W. Sherwold Associates, Inc.	Lake Forest	415	$146.5 million	$572.4 million	adviserinfo.sec.gov
HCR Wealth Advisors	Los Angeles	517	$146.4 million	$1.96 billion	adviserinfo.sec.gov
Purus Wealth Management, LLC	Newport Beach	539	$145.5 million	$658.1 million	adviserinfo.sec.gov
Accelerate Retirement	Aliso Viejo	434	$144.7 million	$315.4 million	adviserinfo.sec.gov
Miramontes Capital, LLC	Newport Beach	633	$143.7 million	$396.9 million	adviserinfo.sec.gov
Kaizen Financial Strategies, LLC	Pleasanton	229	$143.6 million	$287.1 million	adviserinfo.sec.gov
Pasadena Private Wealth, LLC	Pasadena	177	$143.4 million	$1.62 billion	adviserinfo.sec.gov
Vista Advisor Group, LLC	Walnut Creek	607	$143 million	$314.6 million	adviserinfo.sec.gov
Compak Asset Management	Newport Beach	579	$142.9 million	$1.52 billion	adviserinfo.sec.gov
Rittmann Capital Management Co	Moraga	44	$142.4 million	$142.4 million	adviserinfo.sec.gov
Lodestar Private Asset Management LLC	Alamo	221	$142 million	$1.34 billion	adviserinfo.sec.gov
Derive Wealth	Pasadena	63	$141.3 million	$141.3 million	adviserinfo.sec.gov
Hofer & Associates Wealth Management	Thousand Oaks	245	$140.9 million	$216.4 million	adviserinfo.sec.gov
The Salvetti Group	Sacramento	428	$140.9 million	$633.7 million	adviserinfo.sec.gov
Sierra Asset Management	Oakhurst	738	$139.9 million	$462.3 million	adviserinfo.sec.gov
Dedora Capital, Inc.	Napa	356	$139.5 million	$550.7 million	adviserinfo.sec.gov
The Wealthgarden F.S. LLC	El Segundo	174	$139 million	$227.6 million	adviserinfo.sec.gov
International Private Wealth Advisors LLC	San Diego	343	$138.7 million	$255.3 million	adviserinfo.sec.gov
Navalign, LLC	Encino	439	$137.8 million	$731.9 million	adviserinfo.sec.gov
Planned Solutions, Inc.	Folsom	597	$137.7 million	$671 million	adviserinfo.sec.gov
Redwood Coast Financial Partners	Eureka	984	$137.6 million	$151.8 million	adviserinfo.sec.gov
Private Wealth Advisors	Fresno	801	$136.6 million	$451.2 million	adviserinfo.sec.gov
Bridgewealth Advisory Group, LLC	Fresno	553	$136 million	$868.9 million	adviserinfo.sec.gov
Barnes Wealth Management Group	Bakersfield	709	$136 million	$477.2 million	adviserinfo.sec.gov
Select Money Management, Inc.	Los Angeles	507	$135.3 million	$1.80 billion	adviserinfo.sec.gov
Lazari Capital Management, Inc.	Burbank	609	$135 million	$691.1 million	adviserinfo.sec.gov
Linda a. Barlow, CFP	Santa Ana	69	$134.7 million	$239.6 million	adviserinfo.sec.gov
FLC Capital Advisors	Palm Desert	136	$134.3 million	$822.2 million	adviserinfo.sec.gov
Cypress Wealth Services, LLC	Palm Desert	469	$134.2 million	$1.34 billion	adviserinfo.sec.gov
Crane & Associates Wealth Management	Fullerton	219	$133.3 million	$934.6 million	adviserinfo.sec.gov
Prosperity Financial Group, Inc.	San Ramon	476	$133.2 million	$503 million	adviserinfo.sec.gov
Bulman Wealth Group	Roseville	477	$133.1 million	$283 million	adviserinfo.sec.gov
Cerda Munoz Advisors, Inc	Whittier	537	$132 million	$265.7 million	adviserinfo.sec.gov
Corinthian Wealth Management	San Jose	189	$131.7 million	$131.7 million	adviserinfo.sec.gov
Red Crane Wealth Management, LLC	Palo Alto	95	$131 million	$151.6 million	adviserinfo.sec.gov
One Degree Advisors, Inc.	San Diego	311	$130.7 million	$489 million	adviserinfo.sec.gov
Team Hewins, LLC	Foster City	247	$130.3 million	$3.97 billion	adviserinfo.sec.gov
Arlington Financial Advisors, LLC	Santa Barbara	328	$130 million	$1.24 billion	adviserinfo.sec.gov
DST Wealth Management LLC	Indian Wells	148	$129.4 million	$532.1 million	adviserinfo.sec.gov
Superior Planning Wealth Management & Family Office	San Diego	431	$129.1 million	$349.6 million	adviserinfo.sec.gov
Kane Investment Management, Inc.	Los Gatos	158	$129.1 million	$240.5 million	adviserinfo.sec.gov
Ifc	Auburn	1,020	$128.7 million	$173.5 million	adviserinfo.sec.gov
Centura Wealth Advisory	San Diego	363	$128.6 million	$1.20 billion	adviserinfo.sec.gov
Affinity Capital Advisors LLC	Berkeley	325	$127.8 million	$851.3 million	adviserinfo.sec.gov
Coastwise Capital Group, LLC	LA Jolla	100	$127.3 million	$212.2 million	adviserinfo.sec.gov
Mason & Associates, Inc.	Los Angeles	423	$127.2 million	$828.7 million	adviserinfo.sec.gov
Miller Financial Services, Inc.	San Juan Capistrano	200	$127 million	$127 million	adviserinfo.sec.gov
K2 Financial Inc.	Glendora	360	$124.1 million	$191.6 million	adviserinfo.sec.gov
Parkshore Wealth Management	Granite Bay	368	$123.6 million	$517.9 million	adviserinfo.sec.gov
Towerpoint Wealth, LLC	Sacramento	400	$123.3 million	$561.3 million	adviserinfo.sec.gov
Kerux, LLC	Granite Bay	389	$123 million	$428 million	adviserinfo.sec.gov
Diligent Investors, LLC	Redlands	573	$122.8 million	$663.1 million	adviserinfo.sec.gov
Hansen & Associates Financial Group Inc.	Roseville	475	$122 million	$202.4 million	adviserinfo.sec.gov
Presidio Group Advisors	Walnut Creek	180	$120.8 million	$438.6 million	adviserinfo.sec.gov
We Alliance Wealth Advisors, Inc.	Roseville	235	$120.3 million	$233.1 million	adviserinfo.sec.gov
Wealthspring	Long Beach	307	$120.2 million	$370.2 million	adviserinfo.sec.gov
Vance Wealth	Santa Clarita	195	$119.7 million	$893.6 million	adviserinfo.sec.gov
Grattan Financial Strategies, Inc.	San Gabriel	285	$118.5 million	$352.8 million	adviserinfo.sec.gov
Leisure Capital Management, Inc.	Costa Mesa	170	$117.9 million	$874 million	adviserinfo.sec.gov
Attentive Investments, LLC	Stockton	385	$117.7 million	$197.5 million	adviserinfo.sec.gov
Klein Pavlis & Peasley Financial, Inc.	Irvine	277	$116.9 million	$232.7 million	adviserinfo.sec.gov
Cheviot Value Management, LLC	Beverly Hills	291	$116.6 million	$1.17 billion	adviserinfo.sec.gov
Genter Advisors LLC	Los Angeles	515	$116.3 million	$182.8 million	adviserinfo.sec.gov
Tempus Wealth Planning, LLC	Irvine	401	$115.5 million	$699.4 million	adviserinfo.sec.gov
Infinity Financial Services Advisory	Oakland	612	$115.1 million	$174 million	adviserinfo.sec.gov
Lighthouse Financial Services Inc	Brea	299	$114.8 million	$472.5 million	adviserinfo.sec.gov
Goldman Lancaster, Inc.	Long Beach	296	$114.5 million	$360.5 million	adviserinfo.sec.gov
Statheros Financial Solutions, Inc.	El Dorado Hills	394	$114.4 million	$926.2 million	adviserinfo.sec.gov
Triagen Wealth Management LLC	Calabasas	240	$114.1 million	$535.2 million	adviserinfo.sec.gov
Clifford Swan Investment Counselors	Pasadena	296	$112.9 million	$4.48 billion	adviserinfo.sec.gov
Mirador Capital Partners	Pleasanton	412	$112.7 million	$1.01 billion	adviserinfo.sec.gov
Rudney Associates	Alamo	200	$112.4 million	$940.2 million	adviserinfo.sec.gov
Highline Wealth Partners	Sherman Oaks	229	$111.5 million	$867.9 million	adviserinfo.sec.gov
True Wave Financial Planners	Sacramento	656	$110.4 million	$456.5 million	adviserinfo.sec.gov
Bailard, Inc.	Foster City	237	$110.2 million	$7.56 billion	adviserinfo.sec.gov
Team Wealth & Tax Advisors	Temecula	287	$109.9 million	$251.1 million	adviserinfo.sec.gov
Private Portfolios, Inc.	San Mateo	175	$109.3 million	$293.5 million	adviserinfo.sec.gov
Wallace Advisory Group, LLC	Lafayette	52	$109.2 million	$269.5 million	adviserinfo.sec.gov
Burton Enright Welch	Walnut Creek	241	$108.6 million	$1.55 billion	adviserinfo.sec.gov
Causeway Capital Management LLC	Los Angeles	1,352	$108.4 million	$62.24 billion	adviserinfo.sec.gov
Seaside Wealth Management, Inc.	Carlsbad	228	$107.7 million	$459.3 million	adviserinfo.sec.gov
Ostrofe Financial Consultants Inc	Grass Valley	414	$107.5 million	$386.4 million	adviserinfo.sec.gov
Monarch Wealth Strategies	Santa Barbara	229	$107.4 million	$463.5 million	adviserinfo.sec.gov
Pacific Capital Associates	San Diego	86	$107.2 million	$258.8 million	adviserinfo.sec.gov
Carmel Capital Partners, LLC	San Diego	153	$105.5 million	$434.3 million	adviserinfo.sec.gov
Integral Wealth Management	Turlock	287	$103.5 million	$673.9 million	adviserinfo.sec.gov
Praetorian Guard, a Division of Praetorian Wealth Management,Inc	Carmel	282	$103 million	$598.7 million	adviserinfo.sec.gov
Guggenheim Wealth Solutions, LLC	Santa Monica	210	$102.9 million	$371.3 million	adviserinfo.sec.gov
California Capital Management	Burbank	235	$101.6 million	$358.4 million	adviserinfo.sec.gov
Davidson Kahn Capital Management, LLC	Sherman Oaks	66	$100.8 million	$415.5 million	adviserinfo.sec.gov
Fischer Investment Strategies, LLC	Westlake Village	331	$100.7 million	$251.9 million	adviserinfo.sec.gov
Schnieders Capital Management, LLC.	Pasadena	276	$100.6 million	$1.06 billion	adviserinfo.sec.gov
Mraz and Associates	Modesto	252	$100.2 million	$917.5 million	adviserinfo.sec.gov
Westside Investment Management, LLC	Santa Monica	474	$99 million	$888.8 million	adviserinfo.sec.gov
Gencap Portfolio Management	Tiburon	56	$98.5 million	$420.4 million	adviserinfo.sec.gov
Eagle Wealth Management Group Inc.	Valencia	323	$98.1 million	$417.5 million	adviserinfo.sec.gov
WWM Financial	Carslbad	442	$98 million	$381.8 million	adviserinfo.sec.gov
Evart, Young & Hobbs Investment Management	Redwood City	168	$97.3 million	$269.9 million	adviserinfo.sec.gov
Stonemark Wealth Management	Pasadena	248	$97.2 million	$609.8 million	adviserinfo.sec.gov
Kondo Wealth Advisors, Inc	Pasadena	243	$97.2 million	$365.1 million	adviserinfo.sec.gov
Hippocratic Financial Advisors	Westlake Village	321	$96.9 million	$229 million	adviserinfo.sec.gov
Contango Wealth Management LLC	Oakland	38	$96.8 million	$122.8 million	adviserinfo.sec.gov
Noble Wealth Management, Inc.	Newport Beach	197	$96.6 million	$223.4 million	adviserinfo.sec.gov
Equanimity Financial Partners	Pasadena	610	$96.6 million	$234.3 million	adviserinfo.sec.gov
Spectrum Asset Management Inc	Newport Beach	180	$96.1 million	$657.3 million	adviserinfo.sec.gov
Bell & Brown Wealth Advisors, LLC	Newport Beach	350	$95.3 million	$486.8 million	adviserinfo.sec.gov
Ring Mountain Capital, LLC	Tiburon	375	$95.2 million	$222.1 million	adviserinfo.sec.gov
HCM Wealth	San Rafael	113	$94.4 million	$941.7 million	adviserinfo.sec.gov
X Advisors, LLC	Santa Maria	608	$94.3 million	$228.6 million	adviserinfo.sec.gov
LM Advisors LLC	San Diego	245	$94.3 million	$2.88 billion	adviserinfo.sec.gov
Ivanoff Wealth Management Inc.	Cypress	603	$94 million	$174 million	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.