Data / Investment advisers / Serving pension and profit sharing plans / California

Investment advisers in California serving pension and profit sharing plans: 642 firms

Name: Investment advisers in California serving pension and profit sharing plans: 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.

642 SEC registered investment advisers with a main office in California report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $866 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 pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.

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642Advisers
$866 billionAUM from this client type
634Advisers over $100 million
November 2, 2026File date

Advisers in California serving pension and profit sharing plans

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 642 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Pacific Investment Management Company LLC	Newport Beach	436	$193.20 billion	$3.67 trillion	adviserinfo.sec.gov
Global Retirement Partners LLC	San Rafael	11,120	$158.64 billion	$169.58 billion	adviserinfo.sec.gov
Dodge & Cox	San Francisco	225	$73.27 billion	$466.56 billion	adviserinfo.sec.gov
Alan Biller and Associates	Menlo Park	25	$56.79 billion	$65.07 billion	adviserinfo.sec.gov
Wealthspire Retirement Advisory	Aliso Viejo	1,395	$36.15 billion	$38.61 billion	adviserinfo.sec.gov
Creative Planning Institutional Advisors, LLC	Newport Beach	668	$35.63 billion	$37.50 billion	adviserinfo.sec.gov
Callan	San Francisco	250	$32.44 billion	$41.94 billion	adviserinfo.sec.gov
Payden & Rygel	Los Angeles	36	$26.11 billion	$158.23 billion	adviserinfo.sec.gov
Pantheon	San Francisco	11	$22.66 billion	$87.69 billion	adviserinfo.sec.gov
Meketa Fiduciary Management, LLC	Carlsbad	21	$16.60 billion	$20.14 billion	adviserinfo.sec.gov
Capital International, Inc.	Los Angeles	47	$14.00 billion	$64.25 billion	adviserinfo.sec.gov
Gusto Investment Services, LLC	San Francisco	50,388	$12.30 billion	$12.70 billion	adviserinfo.sec.gov
Rpa Financial, LLC	San Rafael	339	$10.88 billion	$10.88 billion	adviserinfo.sec.gov
Oaktree Capital Management, L.P.	Los Angeles	37	$9.90 billion	$183.29 billion	adviserinfo.sec.gov
Western Asset Management Company	Pasadena	451	$9.86 billion	$184.99 billion	adviserinfo.sec.gov
Wilshire	Santa Monica	94,431	$8.51 billion	$149.10 billion	adviserinfo.sec.gov
WCM Investment Management	Laguna Beach	102	$7.20 billion	$96.77 billion	adviserinfo.sec.gov
TCW Asset Management Company LLC	Los Angeles	22	$6.36 billion	$81.18 billion	adviserinfo.sec.gov
Franklin Advisers, Inc.	San Mateo	255	$6.01 billion	$509.45 billion	adviserinfo.sec.gov
Alphapoint, Inc.	Corona Del Mar	115	$5.56 billion	$5.56 billion	adviserinfo.sec.gov
Sierra Investment Partners, Inc.	Walnut Creek	120	$5.50 billion	$5.50 billion	adviserinfo.sec.gov
Los Angeles Capital Management LLC	Los Angeles	11	$5.15 billion	$40.58 billion	adviserinfo.sec.gov
Capital Research & Consulting LLC	Pasadena	15	$4.97 billion	$5.99 billion	adviserinfo.sec.gov
Ares Management LLC	Los Angeles	13	$4.93 billion	$458.82 billion	adviserinfo.sec.gov
Causeway Capital Management LLC	Los Angeles	23	$4.88 billion	$62.24 billion	adviserinfo.sec.gov
Pathway Capital Management, LP	Irvine	8	$4.39 billion	$97.82 billion	adviserinfo.sec.gov
Stepstone Group Real Assets LP	LA Jolla	7	$4.27 billion	$41.48 billion	adviserinfo.sec.gov
Hotchkis and Wiley Capital Management, LLC	Los Angeles	16	$4.03 billion	$36.93 billion	adviserinfo.sec.gov
Aristotle Capital Management, LLC	Los Angeles	59	$3.46 billion	$43.54 billion	adviserinfo.sec.gov
KKR Credit Advisors (US) LLC	San Francisco	6	$3.45 billion	$270.85 billion	adviserinfo.sec.gov
Assetmark, Inc.	Concord	4,797	$3.24 billion	$91.76 billion	adviserinfo.sec.gov
McMorgan & Company LLC	San Francisco	32	$3.05 billion	$7.61 billion	adviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLC	Los Angeles	60	$2.39 billion	$39.36 billion	adviserinfo.sec.gov
Parnassus Investments, LLC	San Francisco	9	$2.28 billion	$41.09 billion	adviserinfo.sec.gov
Snyder Capital Management LP	San Francisco	21	$2.23 billion	$6.09 billion	adviserinfo.sec.gov
Beach Point Capital Management LP	Santa Monica	5	$2.05 billion	$29.77 billion	adviserinfo.sec.gov
Ducenta Squared Asset Management	El Segundo	10	$1.78 billion	$3.35 billion	adviserinfo.sec.gov
Charles Schwab Investment Management, Inc	San Francisco	1,805	$1.70 billion	$1.72 trillion	adviserinfo.sec.gov
Camden Asset Management	Los Angeles	2	$1.60 billion	$11.17 billion	adviserinfo.sec.gov
Robertson Stephens	San Francisco	38	$1.38 billion	$8.76 billion	adviserinfo.sec.gov
Stepstone Group Real Estate LP	LA Jolla	7	$1.32 billion	$17.21 billion	adviserinfo.sec.gov
Bristol Group Inc	San Francisco	3	$1.29 billion	$2.04 billion	adviserinfo.sec.gov
Core and Value Advisors, LLC	San Francisco	Fewer than 5	$1.27 billion	$21.18 billion	adviserinfo.sec.gov
Algert Global LLC	San Francisco	8	$1.23 billion	$10.20 billion	adviserinfo.sec.gov
Primecap Management Co	Pasadena	5	$1.22 billion	$139.34 billion	adviserinfo.sec.gov
North Pier Fiduciary Management, LLC	Marina Del Rey	15	$1.20 billion	$1.28 billion	adviserinfo.sec.gov
Perigon Wealth Management, LLC	San Francisco	120	$1.10 billion	$11.29 billion	adviserinfo.sec.gov
Wespac Advisors, LLC	Orinda	347	$1.06 billion	$1.21 billion	adviserinfo.sec.gov
Dalton Investments, Inc.	El Segundo	6	$1.05 billion	$5.72 billion	adviserinfo.sec.gov
Newfront Retirement Services, Inc.	San Mateo	106	$1.04 billion	$1.04 billion	adviserinfo.sec.gov
3(38) Investment Fiduciaries	Simi Valley	207	$1.04 billion	$1.04 billion	adviserinfo.sec.gov
Shuster Advisory Group, LLC	Pasadena	71	$977.3 million	$10.32 billion	adviserinfo.sec.gov
Jocelyn Investment Management, LLC	San Rafael	239	$957 million	$1.01 billion	adviserinfo.sec.gov
Ep Wealth Advisors	Torrance	300	$950 million	$45.15 billion	adviserinfo.sec.gov
Edelman Financial Engines	Santa Clara	227	$936.2 million	$326.29 billion	adviserinfo.sec.gov
Urban Investment Advisors	Mill Valley	Fewer than 5	$918.1 million	$2.45 billion	adviserinfo.sec.gov
Parallel Advisors, LLC	San Francisco	39	$909.7 million	$10.31 billion	adviserinfo.sec.gov
Planmember Securities Corporation	Carpinteria	126	$900 million	$10.12 billion	adviserinfo.sec.gov
Globeflex Capital LP	San Diego	5	$848.3 million	$4.60 billion	adviserinfo.sec.gov
First Light Retirement, LLC	Del Mar	22	$843.7 million	$843.7 million	adviserinfo.sec.gov
Tda Investment Group	San Mateo	3	$842.1 million	$969.3 million	adviserinfo.sec.gov
Allworth Financial, L.P.	Folsom	259	$808.5 million	$33.55 billion	adviserinfo.sec.gov
Capital Research and Management Company	Los Angeles	5	$798.6 million	$4.32 trillion	adviserinfo.sec.gov
Focus Investment Advisors, Inc	Solana Beach	35	$798.5 million	$956.2 million	adviserinfo.sec.gov
Monarch Plan Advisors	Simi Valley	130	$792.6 million	$792.6 million	adviserinfo.sec.gov
Syzygy Asset Management, LLC	Newport Beach	3	$767.3 million	$32.22 billion	adviserinfo.sec.gov
Metzler-Payden, LLC	Los Angeles	Fewer than 5	$734.7 million	$1.26 billion	adviserinfo.sec.gov
Dorsal Capital Management, LP	Redwood City	1	$696.2 million	$6.64 billion	adviserinfo.sec.gov
Crescent Capital Group LP	Los Angeles	4	$672.3 million	$49.71 billion	adviserinfo.sec.gov
Windward Capital Management Co	Los Angeles	35	$641.8 million	$1.86 billion	adviserinfo.sec.gov
Brandes Investment Partners, LP	LA Jolla	209	$641.6 million	$40.65 billion	adviserinfo.sec.gov
Arena Capital Advisors	Los Angeles	4	$621.4 million	$5.33 billion	adviserinfo.sec.gov
Prudent Investor Advisors, LLC	Folsom	30	$615.6 million	$1.30 billion	adviserinfo.sec.gov
Financial Management Network Inc	Mission Viejo	131	$598.5 million	$2.14 billion	adviserinfo.sec.gov
Axxcess Wealth Management, LLC	Carlsbad	679	$587.5 million	$8.88 billion	adviserinfo.sec.gov
Trilogy Capital, Inc.	Irvine	305	$586.1 million	$3.21 billion	adviserinfo.sec.gov
Mar Vista Investment Partners, LLC	Los Angeles	5	$553.2 million	$1.12 billion	adviserinfo.sec.gov
Post Advisory Group, LLC	Los Angeles	5	$535.2 million	$13.03 billion	adviserinfo.sec.gov
Fuller & Thaler Asset Management Inc	San Mateo	21	$531.2 million	$30.25 billion	adviserinfo.sec.gov
Earned Wealth Advisors, LLC	Walnut Creek	337	$530.3 million	$3.11 billion	adviserinfo.sec.gov
SST Benefits Consulting	Aliso Viejo	5	$524.1 million	$524.1 million	adviserinfo.sec.gov
TCW Investment Management Company LLC	Los Angeles	40	$514.3 million	$38.82 billion	adviserinfo.sec.gov
Farther	San Francisco	250	$501.8 million	$16.01 billion	adviserinfo.sec.gov
First Pacific Advisors, LP	El Segundo	8	$501.1 million	$32.00 billion	adviserinfo.sec.gov
Findec Wealth Services, Inc.	Stockton	238	$490.2 million	$627.9 million	adviserinfo.sec.gov
Retirement Wellness Group	Pasadena	74	$474.5 million	$526.6 million	adviserinfo.sec.gov
Guardian Financial Partners, LLC	Orange	6	$473.2 million	$911.9 million	adviserinfo.sec.gov
Cliffwater LLC	Marina Del Rey	7	$457.3 million	$48.51 billion	adviserinfo.sec.gov
Tri-Ad Capital Management I, LLC	Escondido	28	$441.4 million	$619 million	adviserinfo.sec.gov
Corvus Wealth Advisors LLC	Templeton	128	$427.9 million	$1.08 billion	adviserinfo.sec.gov
G.W. Sherwold Associates, Inc.	Lake Forest	9	$425.9 million	$572.4 million	adviserinfo.sec.gov
Granite Investment Partners, LLC	El Segundo	4	$394.3 million	$1.84 billion	adviserinfo.sec.gov
Angeles Investment Advisors	Santa Monica	6	$388.5 million	$7.27 billion	adviserinfo.sec.gov
Statheros Financial Solutions, Inc.	El Dorado Hills	70	$369.3 million	$926.2 million	adviserinfo.sec.gov
Beacon Pointe Advisors, LLC	Newport Beach	55	$357.1 million	$54.87 billion	adviserinfo.sec.gov
Ssi Investment Management LLC	Los Angeles	24	$340.7 million	$2.55 billion	adviserinfo.sec.gov
Halbert Hargrove	Long Beach	24	$322.5 million	$4.20 billion	adviserinfo.sec.gov
Strategic Global Advisors, LLC	Newport Beach	Fewer than 5	$318.8 million	$3.03 billion	adviserinfo.sec.gov
Clarivest Asset Management LLC	San Diego	4	$318.3 million	$3.05 billion	adviserinfo.sec.gov
Pasadena Private Wealth, LLC	Pasadena	60	$309.6 million	$1.62 billion	adviserinfo.sec.gov
Fermata Advisors	Sonoma	787	$302 million	$1.01 billion	adviserinfo.sec.gov
Rice Hall James & Associates LLC	San Diego	3	$273.1 million	$1.74 billion	adviserinfo.sec.gov
Independent Financial Group, LLC	San Diego	347	$247.8 million	$12.93 billion	adviserinfo.sec.gov
Sierra Ocean, LLC	Ripon	26	$234.6 million	$544.6 million	adviserinfo.sec.gov
Practicecfo Investments	San Diego	209	$223.3 million	$401.6 million	adviserinfo.sec.gov
Private Management Group Inc	Irvine	125	$215.7 million	$4.90 billion	adviserinfo.sec.gov
Purus Wealth Management, LLC	Newport Beach	7	$208 million	$658.1 million	adviserinfo.sec.gov
Index Fund Advisors, Inc.	Irvine	12	$205.1 million	$5.93 billion	adviserinfo.sec.gov
Canterbury Consulting Incorporated	Newport Beach	1	$202.2 million	$45.88 billion	adviserinfo.sec.gov
The Advisory Group of San Francisco, LLC	San Francisco	12	$199.8 million	$809.9 million	adviserinfo.sec.gov
Crane & Associates Wealth Management	Fullerton	1	$198.7 million	$934.6 million	adviserinfo.sec.gov
BPM Wealth Advisors, LLC	San Francisco	Fewer than 5	$190.1 million	$268.3 million	adviserinfo.sec.gov
Seia	Los Angeles	95	$173.8 million	$22.54 billion	adviserinfo.sec.gov
McDonald Capital Investors Inc	Orinda	2	$171.8 million	$1.86 billion	adviserinfo.sec.gov
Lazari Capital Management, Inc.	Burbank	220	$171.1 million	$691.1 million	adviserinfo.sec.gov
Barnes Wealth Management Group	Bakersfield	41	$168.8 million	$477.2 million	adviserinfo.sec.gov
JDL Advisers	Newport Beach	77	$167.1 million	$2.28 billion	adviserinfo.sec.gov
Neumeier Poma Investment Counsel LLC	Carmel	Fewer than 5	$161.2 million	$1.37 billion	adviserinfo.sec.gov
Burton Enright Welch	Walnut Creek	40	$160.7 million	$1.55 billion	adviserinfo.sec.gov
Carbon Collective Investing, LLC	Oakland	139	$159.7 million	$348.4 million	adviserinfo.sec.gov
Premier Financial Group Inc	Eureka	35	$154.8 million	$819.9 million	adviserinfo.sec.gov
Generation Investment Management US LLP	San Francisco	Fewer than 5	$154.6 million	$10.54 billion	adviserinfo.sec.gov
Regatta Capital Group, LLC	El Segundo	48	$153 million	$1.55 billion	adviserinfo.sec.gov
KBS Realty Advisors, LLC	Newport Beach	1	$148.4 million	$2.72 billion	adviserinfo.sec.gov
Genter Capital Management	Los Angeles	58	$148.2 million	$5.10 billion	adviserinfo.sec.gov
FMB Retirement Services	Westlake Village	45	$146.2 million	$146.2 million	adviserinfo.sec.gov
Whelan Financial	Fresno	37	$137.5 million	$781.8 million	adviserinfo.sec.gov
Vance Wealth	Santa Clarita	48	$135.3 million	$893.6 million	adviserinfo.sec.gov
Aperio Group, LLC	Sausalito	39	$134.3 million	$152.13 billion	adviserinfo.sec.gov
Morton Wealth	Calabasas	31	$132.8 million	$3.47 billion	adviserinfo.sec.gov
Capital Group Private Client Services, Inc.	Los Angeles	52	$117.7 million	$48.37 billion	adviserinfo.sec.gov
Golden K Plans and Wealth Management a Dba of Golden K Wealth MG	Woodland Hills	70	$116.1 million	$179.4 million	adviserinfo.sec.gov
Westmount Partners, LLC	Los Angeles	6	$111.9 million	$5.94 billion	adviserinfo.sec.gov
Willow Creek Wealth Management, Inc.	Sebastopol	2	$109.2 million	$2.30 billion	adviserinfo.sec.gov
Aristotle Pacific Capital, LLC	Newport Beach	Fewer than 5	$106.9 million	$26.76 billion	adviserinfo.sec.gov
Highline Wealth Partners	Sherman Oaks	29	$106.1 million	$867.9 million	adviserinfo.sec.gov
Focused Investors LLC	Los Angeles	Fewer than 5	$105.8 million	$3.29 billion	adviserinfo.sec.gov
Sovran Advisors, LLC	San Diego	59	$105.4 million	$1.87 billion	adviserinfo.sec.gov
Perennial Financial Services	Los Angeles	112	$104.8 million	$2.50 billion	adviserinfo.sec.gov
LM Capital Group, LLC	San Diego	Fewer than 5	$99.1 million	$6.10 billion	adviserinfo.sec.gov
Prosperitas Financial, LLC	Valencia	219	$98.1 million	$812.5 million	adviserinfo.sec.gov
Spinnaker Investment Group, LLC	Newport Beach	107	$90.9 million	$1.07 billion	adviserinfo.sec.gov
Avalan, LLC	Santa Barbara	35	$90.2 million	$621.8 million	adviserinfo.sec.gov
Ami Asset Management Corp	Los Angeles	68	$89.1 million	$1.93 billion	adviserinfo.sec.gov
Kestrel Investment Management Corp	San Mateo	1	$87.4 million	$180 million	adviserinfo.sec.gov
KCM Investment Advisors	Greenbrae	43	$87.2 million	$6.02 billion	adviserinfo.sec.gov
Morling Financial Advisors, LLC	Fremont	1	$86.5 million	$1.05 billion	adviserinfo.sec.gov
Thepartners Wealth Management	Carmel by the Sea	230	$84.9 million	$1.18 billion	adviserinfo.sec.gov
Diligent Investors, LLC	Redlands	94	$84.8 million	$663.1 million	adviserinfo.sec.gov
Wilsey Asset Management Incorporated	San Diego	46	$81.2 million	$768.5 million	adviserinfo.sec.gov
Mason & Associates, Inc.	Los Angeles	44	$80.5 million	$828.7 million	adviserinfo.sec.gov
Pacific Income Advisers Inc	El Segundo	23	$80.1 million	$2.25 billion	adviserinfo.sec.gov
Legacy Capital Group California, Inc.	Los Gatos	30	$79.4 million	$535.7 million	adviserinfo.sec.gov
Arlington Financial Advisors, LLC	Santa Barbara	36	$79 million	$1.24 billion	adviserinfo.sec.gov
WWM Advisory Inc.	Culver City	56	$78.1 million	$280.1 million	adviserinfo.sec.gov
RBC Securities, Inc.	Los Angeles	52	$77.7 million	$1.52 billion	adviserinfo.sec.gov
Boyd Wealth Management, LLC	Sacramento	22	$77 million	$409.8 million	adviserinfo.sec.gov
Advanced Portfolio Strategies	Torrance	150	$75.9 million	$217.4 million	adviserinfo.sec.gov
Select Money Management, Inc.	Los Angeles	42	$74.7 million	$1.80 billion	adviserinfo.sec.gov
Concentrum Wealth Management	San Jose	28	$71.6 million	$986.8 million	adviserinfo.sec.gov
One Capital Management, LLC	Westlake Village	35	$66.7 million	$8.53 billion	adviserinfo.sec.gov
Knightsbridge Wealth Management	Newport Beach	18	$66.4 million	$1.12 billion	adviserinfo.sec.gov
Composition Wealth, LLC	Los Angeles	30	$64.7 million	$9.47 billion	adviserinfo.sec.gov
Premier Wealth Advisors, LLC	San Diego	20	$64.4 million	$694.9 million	adviserinfo.sec.gov
Zephyr Wealth Management	Westlake Village	22	$61.9 million	$242.8 million	adviserinfo.sec.gov
Goldenstone Wealth Management	El Dorado Hills	6	$60.9 million	$238.3 million	adviserinfo.sec.gov
Prattes Wealth Partners	Newport Beach	9	$60.1 million	$243.6 million	adviserinfo.sec.gov
Roseman Wagner Wealth Management	Rocklin	36	$60 million	$1.54 billion	adviserinfo.sec.gov
Warren Street Wealth Advisors, LLC	Irvine	10	$59.6 million	$656.1 million	adviserinfo.sec.gov
Strategy Asset Managers L.L.C.	Pasadena	12	$59.5 million	$930.1 million	adviserinfo.sec.gov
Crux Wealth Advisors	Long Beach	20	$59.1 million	$547.7 million	adviserinfo.sec.gov
Sweeney & Michel, LLC	Chico	25	$58.7 million	$752.6 million	adviserinfo.sec.gov
Navalign, LLC	Encino	32	$58.7 million	$731.9 million	adviserinfo.sec.gov
Saratoga Research & Investment Management	Saratoga	64	$57.8 million	$2.51 billion	adviserinfo.sec.gov
Team Hewins, LLC	Foster City	9	$57.7 million	$3.97 billion	adviserinfo.sec.gov
RVW Wealth LLC	Los Angeles	36	$56.6 million	$1.94 billion	adviserinfo.sec.gov
Oliveira Wealth	Modesto	33	$56.6 million	$332.4 million	adviserinfo.sec.gov
White Oak Global Advisors, LLC	San Francisco	Fewer than 5	$56.4 million	$5.11 billion	adviserinfo.sec.gov
HCM Wealth	San Rafael	15	$54.5 million	$941.7 million	adviserinfo.sec.gov
Selby Wealth Management	Emeryville	18	$54.4 million	$544.8 million	adviserinfo.sec.gov
The Informed Momentum Company LLC	Solana Beach	Fewer than 5	$53.1 million	$1.49 billion	adviserinfo.sec.gov
S&F Investment Advisors	Encino	54	$52.2 million	$106.4 million	adviserinfo.sec.gov
O'Boyle Wealth Management, Inc.	Beverly Hills	25	$51.6 million	$443.9 million	adviserinfo.sec.gov
Sierra Asset Management	Oakhurst	25	$48.8 million	$462.3 million	adviserinfo.sec.gov
Jet Wealth Advisors	LA Jolla	46	$48.4 million	$546.5 million	adviserinfo.sec.gov
Dew Point Capital	Los Angeles	109	$47.9 million	$513.2 million	adviserinfo.sec.gov
Lido	Los Angeles	26	$46 million	$42.50 billion	adviserinfo.sec.gov
Steelpeak Wealth, LLC	Los Angeles	121	$46 million	$4.15 billion	adviserinfo.sec.gov
"Tate Asset Management" and "Dco Wealth Management"	Rancho Santa Fe	19	$45.8 million	$393.4 million	adviserinfo.sec.gov
Weatherly Asset Management	Del Mar	5	$45.7 million	$1.68 billion	adviserinfo.sec.gov
Carmel Capital Partners, LLC	San Diego	8	$43.1 million	$434.3 million	adviserinfo.sec.gov
Longevity Capital Management	Thousand Oaks	Fewer than 5	$42.7 million	$184.2 million	adviserinfo.sec.gov
Bridgewealth Advisory Group, LLC	Fresno	25	$41.8 million	$868.9 million	adviserinfo.sec.gov
True Wave Financial Planners	Sacramento	27	$40.2 million	$456.5 million	adviserinfo.sec.gov
M2 Capital Advisors	Valencia	5	$40.1 million	$158 million	adviserinfo.sec.gov
Cooper McManus	Irvine	49	$40 million	$2.85 billion	adviserinfo.sec.gov
Van Hulzen Financial Advisors	El Dorado Hills	36	$39.3 million	$2.14 billion	adviserinfo.sec.gov
Delarme Wealth Management, Inc.	Palos Verdes Estates	12	$38.9 million	$256.5 million	adviserinfo.sec.gov
Gsi Capital Advisors LLC	Newport Beach	1	$38.7 million	$182.4 million	adviserinfo.sec.gov
Valley Wealth Strategies, LLC	Lodi	68	$38 million	$1.45 billion	adviserinfo.sec.gov
Cornerstone Capital, Inc.	Palo Alto	7	$38 million	$1.36 billion	adviserinfo.sec.gov
Signature Investment Advisors, LLC	Los Angeles	24	$37.8 million	$6.76 billion	adviserinfo.sec.gov
Acap Asset Management, Inc.	Studio City	14	$37.2 million	$255 million	adviserinfo.sec.gov
NWM Advisors, LLC	San Luis Obispo	20	$37.2 million	$329.1 million	adviserinfo.sec.gov
Hesen & Haslam	Woodland Hills	8	$36.7 million	$283.7 million	adviserinfo.sec.gov
Blakeslee & Blakeslee Financial Advisers Inc.	San Luis Obispo	6	$36.4 million	$423 million	adviserinfo.sec.gov
Accretive Wealth Management, LLC	San Ramon	20	$36.3 million	$290.7 million	adviserinfo.sec.gov
Affinity Investment Advisors, LLC	Newport Beach	6	$35.3 million	$1.16 billion	adviserinfo.sec.gov
Brooker Wealth Management	Oakland	12	$35 million	$136.4 million	adviserinfo.sec.gov
Embarcadero Financial Group	San Francisco	7	$34 million	$169.8 million	adviserinfo.sec.gov
JSF Financial, LLC	Los Angeles	21	$33.7 million	$1.97 billion	adviserinfo.sec.gov
Aire Advisors, LLC	Beverly Hills	15	$33 million	$1.01 billion	adviserinfo.sec.gov
Huber Capital Management LLC	El Segundo	Fewer than 5	$32.7 million	$729.2 million	adviserinfo.sec.gov
Towneley Capital Management, Inc.	Laguna Hills	5	$32.3 million	$1.09 billion	adviserinfo.sec.gov
Wright Wealth Strategies, LLC	San Luis Obispo	5	$31.3 million	$127.2 million	adviserinfo.sec.gov
Oder Investment Management, LLC	Woodland Hills	15	$31.3 million	$366.7 million	adviserinfo.sec.gov
Kachkovsky & Fisher, Inc.	San Diego	15	$31.2 million	$305.1 million	adviserinfo.sec.gov
Bell Investment Advisors Inc	Orinda	6	$30.9 million	$787.6 million	adviserinfo.sec.gov
Asl Financial, LLC	Los Gatos	14	$30.8 million	$186.7 million	adviserinfo.sec.gov
Vistica Wealth Advisors, LLC	Carlsbad	11	$30.4 million	$260.1 million	adviserinfo.sec.gov
Yosemite Capital Management	Newport Beach	17	$30.1 million	$369 million	adviserinfo.sec.gov
Tempus Wealth Planning, LLC	Irvine	Fewer than 5	$28.9 million	$699.4 million	adviserinfo.sec.gov
Mirador Capital Partners	Pleasanton	Fewer than 5	$28.9 million	$1.01 billion	adviserinfo.sec.gov
Family Financial	Manhattan Beach	14	$28.4 million	$280.3 million	adviserinfo.sec.gov
Platt Wealth Management	San Diego	8	$28 million	$390.6 million	adviserinfo.sec.gov
Summitry, LLC	Foster City	12	$27.9 million	$3.35 billion	adviserinfo.sec.gov
Just Futures	San Francisco	73	$27.6 million	$46.7 million	adviserinfo.sec.gov
Riley Friedman Asset Management	Los Altos	13	$27.3 million	$584.8 million	adviserinfo.sec.gov
LM Advisors LLC	San Diego	20	$27 million	$2.88 billion	adviserinfo.sec.gov
Liberty Wealth Management, LLC	Oakland	29	$26.9 million	$1.73 billion	adviserinfo.sec.gov
Atlas Legacy Advisors LLC	Los Angeles	10	$26.7 million	$715 million	adviserinfo.sec.gov
San Luis Wealth Advisors	San Luis Obispo	63	$26.6 million	$760 million	adviserinfo.sec.gov
Mraz and Associates	Modesto	9	$26.6 million	$917.5 million	adviserinfo.sec.gov
Ifc Advisors LLC	Los Angeles	15	$26.5 million	$2.34 billion	adviserinfo.sec.gov
Scharf Investments, LLC	Los Gatos	11	$26.4 million	$4.21 billion	adviserinfo.sec.gov
Castle Wealth Planning	Santa Barbara	Fewer than 5	$26.3 million	$236.4 million	adviserinfo.sec.gov
Evart, Young & Hobbs Investment Management	Redwood City	5	$26.1 million	$269.9 million	adviserinfo.sec.gov
Spectrum Wealth Advisory Group, LLC	Granite Bay	10	$26.1 million	$445.4 million	adviserinfo.sec.gov
Provenio Capital	Newport Beach	5	$26.1 million	$1.63 billion	adviserinfo.sec.gov
Apriem Advisors	Irvine	1	$26 million	$1.48 billion	adviserinfo.sec.gov
Dunham	San Diego	45	$25.9 million	$5.63 billion	adviserinfo.sec.gov
Pacific Wealth Strategies Group, Inc.	Santa Barbara	12	$25.9 million	$253.2 million	adviserinfo.sec.gov
Westside Investment Management, LLC	Santa Monica	31	$25.4 million	$888.8 million	adviserinfo.sec.gov
American Investors Co	San Ramon	Fewer than 5	$25.3 million	$630.7 million	adviserinfo.sec.gov
Global Financial Advisory Services, Inc.	Valencia	16	$25.3 million	$259.3 million	adviserinfo.sec.gov
Audent Global Asset Management, LLC	Beverly Hills	11	$25.1 million	$452.3 million	adviserinfo.sec.gov
Coastedge Partners, LLC	San Diego	9	$25.1 million	$2.14 billion	adviserinfo.sec.gov
Hollencrest Capital Management	Newport Beach	Fewer than 5	$24.7 million	$2.87 billion	adviserinfo.sec.gov
Gebhardt Group, Inc	Lafayette	7	$24.6 million	$346.4 million	adviserinfo.sec.gov
Jacobs & Company, LLC	San Francisco	9	$24.3 million	$1.16 billion	adviserinfo.sec.gov
Greykasell Wealth Strategies, Inc.	Danville	3	$23.7 million	$443.2 million	adviserinfo.sec.gov
Legato Capital Management, LLC	San Francisco	1	$23.3 million	$1.26 billion	adviserinfo.sec.gov
Clelland & Company Inc	San Diego	Fewer than 5	$23.3 million	$465.7 million	adviserinfo.sec.gov
Ostrofe Financial Consultants Inc	Grass Valley	11	$23.1 million	$386.4 million	adviserinfo.sec.gov
Silicon Valley Capital Partners, L.P.	San Jose	5	$22.7 million	$1.29 billion	adviserinfo.sec.gov
Cheviot Value Management, LLC	Beverly Hills	32	$22.2 million	$1.17 billion	adviserinfo.sec.gov
Topturn Capital, LLC	Carmel	6	$21.9 million	$187.4 million	adviserinfo.sec.gov
Alamar Capital Management, LLC	Santa Barbara	9	$21.7 million	$260.3 million	adviserinfo.sec.gov
Kingswood Wealth Advisors, LLC	San Diego	57	$21.6 million	$3.80 billion	adviserinfo.sec.gov
Concentric	Walnut Creek	3	$21.6 million	$13.91 billion	adviserinfo.sec.gov
Tate Private Wealth Advisers	Sacramento	5	$21.5 million	$293.4 million	adviserinfo.sec.gov
Skba Capital Management, LLC	San Francisco	Fewer than 5	$21.3 million	$732 million	adviserinfo.sec.gov
Double Bay Management & Planning	San Francisco	Fewer than 5	$21.3 million	$127 million	adviserinfo.sec.gov
Integral Wealth Management	Turlock	13	$21.3 million	$673.9 million	adviserinfo.sec.gov
Integrity Wealth Advisors, Inc.	Ventura	5	$21.1 million	$285.5 million	adviserinfo.sec.gov
Broadwing Capital Advisors, Inc.	Larkspur	Fewer than 5	$21 million	$148 million	adviserinfo.sec.gov
Beverly Hills Private Wealth, LLC	Beverly Hills	16	$21 million	$912.2 million	adviserinfo.sec.gov
One Wealth Advisors, LLC	San Francisco	28	$20.9 million	$1.25 billion	adviserinfo.sec.gov
Sharper & Granite LLC	El Segundo	6	$20.7 million	$366.4 million	adviserinfo.sec.gov
Avalon Capital Management	Menlo Park	1	$20.6 million	$582.2 million	adviserinfo.sec.gov
Woodward Diversified Capital, LLC	Bakersfield	22	$20.6 million	$609.7 million	adviserinfo.sec.gov
Rba Wealth Management, LLC	Newport Beach	1	$20.4 million	$452.1 million	adviserinfo.sec.gov
Compak Asset Management	Newport Beach	4	$20 million	$1.52 billion	adviserinfo.sec.gov
Destination Wealth Management	Walnut Creek	8	$19.7 million	$4.95 billion	adviserinfo.sec.gov
Clarity Wealth Advisors	San Jose	4	$19.7 million	$732.9 million	adviserinfo.sec.gov
KWB Wealth	Redlands	18	$19.6 million	$1.23 billion	adviserinfo.sec.gov
Plan Financial	Fresno	16	$19.6 million	$195.4 million	adviserinfo.sec.gov
Arrowroot Family Office, LLC	Marina Del Rey	Fewer than 5	$19.5 million	$498.5 million	adviserinfo.sec.gov
Navigation Group LLC	Redwood Shores	6	$19.3 million	$1.01 billion	adviserinfo.sec.gov
Lodestar Private Asset Management LLC	Alamo	2	$19.1 million	$1.34 billion	adviserinfo.sec.gov
Elevation Wealth Partners, LLC	Walnut Creek	24	$19 million	$670.7 million	adviserinfo.sec.gov
DWR Wealth Management, LLC	San Jose	18	$19 million	$221.2 million	adviserinfo.sec.gov
Slo Money Managers	Atascadero	5	$19 million	$164.7 million	adviserinfo.sec.gov
Harold Davidson & Associates, Inc	Los Angeles	5	$19 million	$390.5 million	adviserinfo.sec.gov
Tidecrest Wealth Management, LLC	Newport Beach	7	$18.9 million	$249.7 million	adviserinfo.sec.gov
Raub Brock Capital Management, LP	Larkspur	2	$18.5 million	$2.93 billion	adviserinfo.sec.gov
Alphacore Capital LLC	LA Jolla	17	$18.5 million	$12.96 billion	adviserinfo.sec.gov
Accelerate Retirement	Aliso Viejo	577	$18.4 million	$315.4 million	adviserinfo.sec.gov
Westwood Wealth Management	Los Angeles	3	$18.4 million	$300.4 million	adviserinfo.sec.gov
Joel R. Mogy Investment Counsel Inc.	Beverly Hills	1	$18.3 million	$2.18 billion	adviserinfo.sec.gov
Guardian Investment Management	Tiburon	Fewer than 5	$18.1 million	$310.3 million	adviserinfo.sec.gov
Cerro Pacific Wealth Advisors, LLC	San Luis Obispo	10	$18.1 million	$531.6 million	adviserinfo.sec.gov
Sterling Retirement Group of Sacramento	Roseville	12	$18 million	$253 million	adviserinfo.sec.gov
Gerber Kawasaki Wealth & Investment Management	Santa Monica	37	$17.8 million	$4.11 billion	adviserinfo.sec.gov
WWM Financial	Carslbad	15	$17.8 million	$381.8 million	adviserinfo.sec.gov
De Groote Financial Group, LLC	Thousand Oaks	18	$17.8 million	$1.22 billion	adviserinfo.sec.gov
Castle Coast Wealth, LLC	LA Jolla	11	$17.8 million	$423.7 million	adviserinfo.sec.gov
Winters Financial Group, Inc.	Westlake Village	29	$17.7 million	$252.3 million	adviserinfo.sec.gov
Archvest Wealth Advisors, Inc.	Concord	30	$17.2 million	$387 million	adviserinfo.sec.gov
Manchester Financial Inc	Westlake Village	55	$17 million	$1.05 billion	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.