Data / Investment advisers / California
Investment advisers in California: 2,729 firms, $23.8 trillion in AUM
2,729 investment advisers have their main office in California: 1,883 SEC registered and 846 exempt reporting. The registered advisers report $23.8 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Capital Research and Management Company with $4.3 trillion.
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.
Get advisers in California over $100 millionWatch new advisers in CaliforniaGet private fund advisers in California
- 2,729Advisers
- 1,883SEC registered
- 846Exempt reporting
- $23.8 trillionTotal AUM
- 1,740Advisers over $100 million
- 1,552Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. The first 300 of 2,729 are shown. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Capital Research and Management Company | Los Angeles | $4.32 trillion | 23,578 | 1,395 | Not listed | (213) 486-9200 | retirementsolutions.financialtrans.com | adviserinfo.sec.gov |
| Blackrock Fund Advisors | San Francisco | $4.28 trillion | 556 | 128 | Not listed | (415) 670-2000 | adviserinfo.sec.gov | |
| Pacific Investment Management Company LLC | Newport Beach | $3.67 trillion | 2,835 | 1,968 | 210 | (949) 720-6000 | adviserinfo.sec.gov | |
| Charles Schwab Investment Management, Inc | San Francisco | $1.72 trillion | 856,597 | 946 | Not listed | (800) 650-9744 | thomaspartnersinvestmentmanagement.com | adviserinfo.sec.gov |
| Franklin Advisers, Inc. | San Mateo | $509.45 billion | 25,018 | 384 | 73 | (650) 312-3000 | ftinstitutionalapac.com | adviserinfo.sec.gov |
| Dodge & Cox | San Francisco | $466.56 billion | 740 | 336 | 2 | (415) 981-1710 | adviserinfo.sec.gov | |
| Ares Management LLC | Los Angeles | $458.82 billion | 715 | 3,990 | 682 | (310) 201-4100 | aresfoundation.org | adviserinfo.sec.gov |
| Edelman Financial Engines | Santa Clara | $326.29 billion | 1,517,156 | 1,679 | Not listed | (833) 752-6333 | edelmanfinancialengines.com | adviserinfo.sec.gov |
| KKR Credit Advisors (US) LLC | San Francisco | $270.85 billion | 204 | 609 | 108 | (415) 315-3620 | kkrgcof.com.au | adviserinfo.sec.gov |
| Capital Bank and Trust Company | Irvine | $257.02 billion | 595 | 106 | Not listed | (949) 975-5000 | adviserinfo.sec.gov | |
| Western Asset Management Company | Pasadena | $184.99 billion | 31,897 | 137 | 33 | (626) 844-9400 | adviserinfo.sec.gov | |
| Oaktree Capital Management, L.P. | Los Angeles | $183.29 billion | 620 | 905 | 284 | (213) 830-6300 | adviserinfo.sec.gov | |
| Global Retirement Partners LLC | San Rafael | $169.58 billion | 33,988 | 464 | Not listed | (415) 526-2753 | grpfinancial.com | adviserinfo.sec.gov |
| Payden & Rygel | Los Angeles | $158.23 billion | 895 | 194 | 3 | (213) 625-1900 | payden.com | adviserinfo.sec.gov |
| Aperio Group, LLC | Sausalito | $152.13 billion | 33,901 | 208 | Not listed | (415) 339-4300 | blackrock.com | adviserinfo.sec.gov |
| Wilshire | Santa Monica | $149.10 billion | 650,319 | 307 | 97 | (310) 451-3051 | adviserinfo.sec.gov | |
| Primecap Management Co | Pasadena | $139.34 billion | 18 | 43 | Not listed | (626) 304-9222 | primecap.com | adviserinfo.sec.gov |
| Silver Lake Technology Management, LLC | Menlo Park | $117.70 billion | 38 | 227 | 38 | (650) 233-8120 | adviserinfo.sec.gov | |
| Iconiq Capital, LLC | San Francisco | $117.53 billion | 1,651 | 513 | 354 | (415) 967-7763 | iconiqcapital.com | adviserinfo.sec.gov |
| Hellman & Friedman LLC | San Francisco | $110.42 billion | 45 | 120 | 45 | (415) 788-5111 | adviserinfo.sec.gov | |
| Stepstone Group LP | LA Jolla | $107.82 billion | 412 | 978 | 409 | (858) 558-9700 | adviserinfo.sec.gov | |
| Andreessen Horowitz | Menlo Park | $106.48 billion | 119 | 738 | 119 | (650) 798-5800 | adviserinfo.sec.gov | |
| Vista Equity Partners Management, LLC | San Francisco | $106.02 billion | 128 | 643 | 125 | (415) 765-6500 | adviserinfo.sec.gov | |
| Pathway Capital Management, LP | Irvine | $97.82 billion | 121 | 248 | 103 | (949) 622-1000 | pathwaycapital.com | adviserinfo.sec.gov |
| Ares Capital Management LLC | Los Angeles | $97.62 billion | 57 | 634 | 34 | (310) 201-4100 | adviserinfo.sec.gov | |
| WCM Investment Management | Laguna Beach | $96.77 billion | 6,728 | 102 | 15 | (949) 380-0200 | adviserinfo.sec.gov | |
| Assetmark, Inc. | Concord | $91.76 billion | 456,453 | 859 | Not listed | (800) 664-5345 | micro.fmgsuite.com | adviserinfo.sec.gov |
| Pantheon | San Francisco | $87.69 billion | 157 | 129 | 115 | (415) 249-6200 | adviserinfo.sec.gov | |
| Leonard Green & Partners, L.P. | Los Angeles | $85.60 billion | 117 | 96 | 107 | (310) 954-0444 | adviserinfo.sec.gov | |
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 147 | 250 | 93 | (310) 400-8800 | clearlake.com | adviserinfo.sec.gov |
| Sequoia Capital Operations, LLC | Menlo Park | $82.17 billion | 60 | 168 | 60 | (650) 854-3927 | sequoiacap.com | adviserinfo.sec.gov |
| TCW Asset Management Company LLC | Los Angeles | $81.18 billion | 218 | 431 | 39 | (213) 244-0000 | tcw.com | adviserinfo.sec.gov |
| Metropolitan West Asset Management LLC | Los Angeles | $78.52 billion | 107 | 377 | Not listed | (213) 244-0000 | tcw.com | adviserinfo.sec.gov |
| Alan Biller and Associates | Menlo Park | $65.07 billion | 52 | 51 | Not listed | (650) 328-7283 | alanbiller.com | adviserinfo.sec.gov |
| Capital International, Inc. | Los Angeles | $64.25 billion | 116 | 254 | 2 | (213) 486-9200 | podcasts.apple.com | adviserinfo.sec.gov |
| Causeway Capital Management LLC | Los Angeles | $62.24 billion | 565 | 103 | 11 | (310) 231-6100 | adviserinfo.sec.gov | |
| Ieq Capital, LLC | Foster City | $56.77 billion | 2,309 | 266 | Not listed | (650) 581-9807 | ieqcapital.com | adviserinfo.sec.gov |
| Wealthfront Advisers LLC | Palo Alto | $55.19 billion | 726,127 | 427 | Not listed | (855) 695-8437 | adviserinfo.sec.gov | |
| Beacon Pointe Advisors, LLC | Newport Beach | $54.87 billion | 29,892 | 780 | 5 | (949) 718-1600 | adviserinfo.sec.gov | |
| SB Investment Advisers (US) Inc. | Menlo Park | $53.47 billion | 1 | 194 | 1 | (650) 562-8211 | visionfund.com | adviserinfo.sec.gov |
| Farallon Capital Management, L.L.C. | San Francisco | $52.08 billion | 67 | 355 | 50 | (415) 421-2132 | faralloncapital.com | adviserinfo.sec.gov |
| Genstar Capital | San Francisco | $51.26 billion | 30 | 49 | 30 | (415) 834-2350 | gencap.com | adviserinfo.sec.gov |
| Lightspeed Venture Partners | Menlo Park | $50.01 billion | 51 | 132 | 51 | (650) 234-8300 | lsvp.com | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | $49.71 billion | 184 | 239 | 88 | (310) 235-5900 | crescentcap.com | adviserinfo.sec.gov |
| Cliffwater LLC | Marina Del Rey | $48.51 billion | 25 | 213 | 4 | (310) 448-5000 | bdcs.com | adviserinfo.sec.gov |
| Capital Group Private Client Services, Inc. | Los Angeles | $48.37 billion | 14,334 | 201 | 1 | (213) 486-9200 | adviserinfo.sec.gov | |
| Platinum Equity Advisors, LLC | Beverly Hills | $47.72 billion | 150 | 253 | 149 | (310) 712-1850 | adviserinfo.sec.gov | |
| Francisco Partners | San Francisco | $47.05 billion | 52 | 140 | 43 | (415) 418-2900 | adviserinfo.sec.gov | |
| Canterbury Consulting Incorporated | Newport Beach | $45.88 billion | 4,293 | 64 | 16 | (949) 721-9580 | canterburyconsulting.com | adviserinfo.sec.gov |
| Chandler Asset Management Inc | San Diego | $45.31 billion | 509 | 54 | Not listed | (858) 546-3737 | adviserinfo.sec.gov | |
| Ep Wealth Advisors | Torrance | $45.15 billion | 20,738 | 618 | 2 | (310) 543-4559 | adviserinfo.sec.gov | |
| Aristotle Capital Management, LLC | Los Angeles | $43.54 billion | 5,169 | 170 | 1 | (310) 478-4005 | adviserinfo.sec.gov | |
| Pacific Life Fund Advisors LLC | Newport Beach | $42.81 billion | 68 | 20 | 1 | (800) 800-7646 | pacificlife.com | adviserinfo.sec.gov |
| Lido | Los Angeles | $42.50 billion | 42,220 | 437 | 22 | (800) 301-5436 | lidoadvisors.com | adviserinfo.sec.gov |
| Callan | San Francisco | $41.94 billion | 25 | 202 | Not listed | (415) 974-5060 | callan.com | adviserinfo.sec.gov |
| Stepstone Group Real Assets LP | LA Jolla | $41.48 billion | 64 | 94 | 59 | (858) 558-9700 | stepstonepw.com | adviserinfo.sec.gov |
| Parnassus Investments, LLC | San Francisco | $41.09 billion | 30 | 87 | Not listed | (415) 778-0200 | parnassus.com | adviserinfo.sec.gov |
| Brandes Investment Partners, LP | LA Jolla | $40.65 billion | 13,504 | 149 | 18 | (858) 755-0239 | adviserinfo.sec.gov | |
| Los Angeles Capital Management LLC | Los Angeles | $40.58 billion | 71 | 103 | 5 | (310) 479-9998 | lacapm.com | adviserinfo.sec.gov |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | $39.36 billion | 24,735 | 134 | Not listed | (310) 556-2721 | adviserinfo.sec.gov | |
| TCW Investment Management Company LLC | Los Angeles | $38.82 billion | 4,982 | 405 | Not listed | (213) 244-0000 | adviserinfo.sec.gov | |
| Wealthspire Retirement Advisory | Aliso Viejo | $38.61 billion | 7,532 | 244 | Not listed | (949) 460-9898 | wealthspire.com | adviserinfo.sec.gov |
| Accel Management Co. L.L.C | Palo Alto | $38.03 billion | 83 | 91 | 83 | (650) 614-4800 | adviserinfo.sec.gov | |
| Creative Planning Institutional Advisors, LLC | Newport Beach | $37.50 billion | 1,301 | 195 | Not listed | (800) 814-8742 | adviserinfo.sec.gov | |
| Dragoneer Investment Group, LLC | San Francisco | $37.04 billion | 39 | 79 | 39 | (415) 539-3105 | dragoneer.com | adviserinfo.sec.gov |
| Hotchkis and Wiley Capital Management, LLC | Los Angeles | $36.93 billion | 103 | 64 | 2 | (213) 430-1000 | adviserinfo.sec.gov | |
| Woodline Partners LP | San Francisco | $36.66 billion | 6 | 102 | 2 | (415) 801-4550 | adviserinfo.sec.gov | |
| New Enterprise Associates | Menlo Park | $35.58 billion | 27 | 113 | 27 | (650) 854-9499 | adviserinfo.sec.gov | |
| Allworth Financial, L.P. | Folsom | $33.55 billion | 75,126 | 493 | Not listed | (916) 482-2196 | adviserinfo.sec.gov | |
| Ares Commercial Real Estate Management LLC | Los Angeles | $32.48 billion | 11 | 412 | 5 | (310) 201-4100 | adviserinfo.sec.gov | |
| SVB Asset Management | San Francisco | $32.32 billion | 458 | 24 | Not listed | (866) 719-9117 | svb.com | adviserinfo.sec.gov |
| Syzygy Asset Management, LLC | Newport Beach | $32.22 billion | 32 | 31 | Not listed | (949) 325-8700 | syzygyassetmanagement.com | adviserinfo.sec.gov |
| First Pacific Advisors, LP | El Segundo | $32.00 billion | 41 | 73 | 13 | (800) 982-4372 | fpag.fpa.com | adviserinfo.sec.gov |
| Fuller & Thaler Asset Management Inc | San Mateo | $30.25 billion | 6,127 | 30 | Not listed | (650) 931-1500 | fullerthalerfunds.com | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | $29.77 billion | 83 | 173 | 43 | (310) 996-9700 | beachpoint.capital | adviserinfo.sec.gov |
| Voleon Capital Management LP | Berkeley | $29.38 billion | 23 | 158 | 17 | (510) 704-9870 | adviserinfo.sec.gov | |
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 44 | 46 | 6 | (949) 681-2100 | adviserinfo.sec.gov | |
| H&H International Investment, LLC | Palo Alto | $25.50 billion | 12 | 2 | Not listed | (650) 319-6832 | adviserinfo.sec.gov | |
| Makena Capital Management, LLC | Menlo Park | $24.28 billion | 48 | 77 | 29 | (650) 926-0510 | adviserinfo.sec.gov | |
| Accel-Kkr | Menlo Park | $23.81 billion | 32 | 117 | 32 | (650) 289-2460 | adviserinfo.sec.gov | |
| Horsley Bridge Partners LLC | San Francisco | $23.61 billion | 46 | 45 | 45 | (415) 986-7733 | adviserinfo.sec.gov | |
| K1 Investment Management LLC | Manhattan Beach | $23.60 billion | 26 | 75 | 26 | (800) 310-2870 | adviserinfo.sec.gov | |
| Jordan Park Group LLC | San Francisco | $23.26 billion | 4,487 | 153 | 45 | (415) 417-3000 | adviserinfo.sec.gov | |
| Mercury Advisory, LLC | San Francisco | $22.57 billion | 15,065 | 7 | Not listed | (415) 878-1068 | medium.com | adviserinfo.sec.gov |
| Seia | Los Angeles | $22.54 billion | 9,833 | 241 | Not listed | (310) 712-2323 | adviserinfo.sec.gov | |
| TCV | Menlo Park | $22.51 billion | 34 | 79 | 34 | (650) 614-8200 | tcv.com | adviserinfo.sec.gov |
| Prime Finance Advisor, L.P. | San Francisco | $22.22 billion | 73 | 185 | 32 | (415) 986-2415 | adviserinfo.sec.gov | |
| Stockbridge Capital Group, LLC | San Francisco | $21.55 billion | 25 | 183 | 10 | (415) 658-3300 | stockbridge.com | adviserinfo.sec.gov |
| Pnmac Capital Management, LLC | Westlake Village | $21.35 billion | 1 | 44 | Not listed | (805) 849-3193 | adviserinfo.sec.gov | |
| Core and Value Advisors, LLC | San Francisco | $21.18 billion | 20 | 161 | 2 | (415) 658-3300 | adviserinfo.sec.gov | |
| Ribbit Capital | Palo Alto | $20.78 billion | 67 | 31 | 67 | (650) 485-3758 | adviserinfo.sec.gov | |
| Baker Street Advisors, LLC | San Francisco | $20.77 billion | 5,397 | 63 | Not listed | (415) 344-6180 | adviserinfo.sec.gov | |
| Meketa Fiduciary Management, LLC | Carlsbad | $20.14 billion | 49 | 1 | Not listed | (760) 795-3450 | meketa.com | adviserinfo.sec.gov |
| PCCP, LLC | Los Angeles | $20.10 billion | 48 | 175 | 40 | (310) 414-7870 | adviserinfo.sec.gov | |
| Ares Capital Management II LLC | Los Angeles | $19.64 billion | 29 | 924 | Not listed | (310) 201-4100 | adviserinfo.sec.gov | |
| Alpine Investors | San Francisco | $18.91 billion | 16 | 96 | 16 | (415) 392-9100 | alpineinvestors.com | adviserinfo.sec.gov |
| Altimeter Capital Management, LP | Menlo Park | $18.75 billion | 36 | 35 | 33 | (650) 257-8355 | adviserinfo.sec.gov | |
| Comprehensive Financial Management LLC | Los Gatos | $18.52 billion | 30 | 38 | Not listed | (408) 358-3316 | adviserinfo.sec.gov | |
| Greenoaks | San Francisco | $18.27 billion | 59 | 67 | 57 | (415) 942-5322 | greenoaks.com | adviserinfo.sec.gov |
| Aspiriant, LLC | Los Angeles | $18.05 billion | 12,173 | 218 | Not listed | (310) 806-4000 | aspiriant.com | adviserinfo.sec.gov |
| Patient Square Capital, LP | Menlo Park | $17.51 billion | 30 | 97 | 30 | (650) 677-8100 | patientsquarecapital.com | adviserinfo.sec.gov |
| Penserra Capital Management LLC | Orinda | $17.50 billion | 49 | 16 | Not listed | (800) 456-8850 | penserracapital.com | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | $17.21 billion | 67 | 117 | 60 | (858) 558-9700 | vimeo.com | adviserinfo.sec.gov |
| Mission Wealth Management, LP | Santa Barbara | $17.00 billion | 18,908 | 220 | Not listed | (805) 882-2360 | adviserinfo.sec.gov | |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | 21 | 27 | Not listed | (949) 681-2100 | adviserinfo.sec.gov | |
| Freestone Grove Partners LP | San Francisco | $16.48 billion | 6 | 182 | 2 | (415) 907-4100 | fgrovep.com | adviserinfo.sec.gov |
| Divco West Real Estate Services, LLC | San Francisco | $16.30 billion | 35 | 215 | 31 | (415) 284-5700 | yaleusa.com | adviserinfo.sec.gov |
| Farther | San Francisco | $16.01 billion | 44,421 | 571 | Not listed | (628) 246-8004 | adviserinfo.sec.gov | |
| Ci Global Investments Inc. | Oakland | $14.74 billion | 27 | 2 | Not listed | (416) 364-1145 | adviserinfo.sec.gov | |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 51 | 37 | 14 | (949) 261-4900 | paamcoprisma.com | adviserinfo.sec.gov |
| TSG Consumer Partners LP | Larkspur | $14.26 billion | 18 | 73 | 18 | (415) 217-2300 | tsgconsumer.com | adviserinfo.sec.gov |
| Oaktree Fund Advisors, LLC | Los Angeles | $14.10 billion | 14 | 451 | Not listed | (213) 830-6300 | osc.brookfieldoaktree.com | adviserinfo.sec.gov |
| Meritage Group LP | San Francisco | $14.09 billion | 12 | 55 | 9 | (415) 399-5330 | adviserinfo.sec.gov | |
| Concentric | Walnut Creek | $13.91 billion | 5,371 | 26 | Not listed | (888) 265-2257 | concentricinnovation.com | adviserinfo.sec.gov |
| Pinegrove Venture Partners, LLC | Menlo Park | $13.72 billion | 68 | 54 | 68 | (650) 519-0540 | adviserinfo.sec.gov | |
| STG Partners, LLC | Menlo Park | $13.43 billion | 25 | 87 | 25 | (650) 935-9500 | stgpartners.com | adviserinfo.sec.gov |
| Acorns | Irvine | $13.39 billion | 5,152,940 | 302 | Not listed | (855) 739-2859 | adviserinfo.sec.gov | |
| Parthenon Capital Partners | San Francisco | $13.35 billion | 14 | 40 | 14 | (415) 913-3900 | adviserinfo.sec.gov | |
| Asia Alternatives Management LLC | San Francisco | $13.24 billion | 158 | 47 | 131 | (415) 723-8100 | asiaalt.com | adviserinfo.sec.gov |
| Post Advisory Group, LLC | Los Angeles | $13.03 billion | 40 | 49 | 12 | (310) 996-9600 | postadvisory.com | adviserinfo.sec.gov |
| Alphacore Capital LLC | LA Jolla | $12.96 billion | 13,477 | 124 | Not listed | (858) 875-4100 | adviserinfo.sec.gov | |
| Independent Financial Group, LLC | San Diego | $12.93 billion | 54,951 | 624 | Not listed | (858) 436-3180 | ifgsd.com | adviserinfo.sec.gov |
| Gusto Investment Services, LLC | San Francisco | $12.70 billion | 527,852 | 3 | Not listed | (888) 228-3491 | retirement.gusto.com | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 27 | 12 | 17 | (800) 800-7646 | adviserinfo.sec.gov | |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | $11.88 billion | 56 | 73 | 54 | (310) 237-7594 | adviserinfo.sec.gov | |
| Paradigm Operations LP | San Francisco | $11.87 billion | 8 | 61 | 8 | (415) 830-5750 | paradigm.xyz | adviserinfo.sec.gov |
| FTV Capital | San Francisco | $11.86 billion | 18 | 119 | 18 | (415) 229-3000 | adviserinfo.sec.gov | |
| 137 Ventures Management, LLC | San Francisco | $11.81 billion | 50 | 25 | 42 | (415) 513-5222 | adviserinfo.sec.gov | |
| Everett Harris & Co | Los Angeles | $11.53 billion | 1,794 | 18 | Not listed | (213) 625-2677 | everettharris.com | adviserinfo.sec.gov |
| Vanguard Personalized Indexing Management | Oakland | $11.35 billion | 4,085 | 39 | Not listed | (844) 317-5190 | adviserinfo.sec.gov | |
| Perigon Wealth Management, LLC | San Francisco | $11.29 billion | 17,713 | 159 | Not listed | (877) 977-2555 | adviserinfo.sec.gov | |
| Valueact Capital Management, L.P. | San Francisco | $11.28 billion | 18 | 31 | 6 | (415) 362-3700 | valueact.com | adviserinfo.sec.gov |
| Camden Asset Management | Los Angeles | $11.17 billion | 17 | 19 | 14 | (310) 785-9755 | camdenasset.com | adviserinfo.sec.gov |
| Golden Gate Capital | San Francisco | $11.16 billion | 9 | 89 | 9 | (415) 983-2700 | goldengatecap.com | adviserinfo.sec.gov |
| Pure Financial Advisors, LLC | San Diego | $11.05 billion | 7,509 | 204 | Not listed | (866) 876-7873 | easiretirement.com | adviserinfo.sec.gov |
| Rpa Financial, LLC | San Rafael | $10.88 billion | 323 | 12 | Not listed | (415) 526-2753 | adviserinfo.sec.gov | |
| HGGC, LLC | Palo Alto | $10.84 billion | 26 | 57 | 26 | (650) 321-4910 | adviserinfo.sec.gov | |
| Generation Investment Management US LLP | San Francisco | $10.54 billion | 13 | 27 | 3 | (415) 619-3242 | medium.com | adviserinfo.sec.gov |
| Sequoia Global Equities | Menlo Park | $10.40 billion | 4 | 26 | 2 | (650) 854-3927 | sequoiacap.com | adviserinfo.sec.gov |
| Shuster Advisory Group, LLC | Pasadena | $10.32 billion | 1,026 | 15 | Not listed | (626) 578-0816 | sfgrpc.com | adviserinfo.sec.gov |
| Parallel Advisors, LLC | San Francisco | $10.31 billion | 4,242 | 137 | Not listed | (866) 627-6984 | adviserinfo.sec.gov | |
| Algert Global LLC | San Francisco | $10.20 billion | 22 | 24 | 4 | (415) 675-7300 | algertglobal.com | adviserinfo.sec.gov |
| Planmember Securities Corporation | Carpinteria | $10.12 billion | 69,645 | 429 | Not listed | (805) 684-1199 | planmember.com | adviserinfo.sec.gov |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | 10 | 7 | (212) 946-7650 | jerichocap.com | adviserinfo.sec.gov |
| Centaurus Financial, Inc. | Anaheim | $9.74 billion | 45,336 | 571 | Not listed | (714) 456-1790 | centaurusfinancial.com | adviserinfo.sec.gov |
| Main Street Advisors | Santa Monica | $9.65 billion | 125 | 34 | 6 | (310) 778-2200 | adviserinfo.sec.gov | |
| Seven Post Investment Office LP | San Francisco | $9.61 billion | 249 | 22 | Not listed | (415) 341-9300 | sevenpost.com | adviserinfo.sec.gov |
| Fisher Lynch Capital, LLC | Burlingame | $9.52 billion | 12 | 24 | 12 | (617) 406-3124 | fisherlynch.com | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | 12,787 | 128 | Not listed | (310) 246-1243 | composition.com | adviserinfo.sec.gov |
| Gryphon Advisors, LLC | San Francisco | $9.32 billion | 24 | 166 | 24 | (415) 217-7400 | gryphoninvestors.com | adviserinfo.sec.gov |
| Situational Awareness LP | San Francisco | $9.28 billion | 2 | 8 | 1 | (415) 530-8524 | situationalawarenesslp.com | adviserinfo.sec.gov |
| Industry Ventures | San Francisco | $9.06 billion | 41 | 31 | 39 | (415) 273-4201 | adviserinfo.sec.gov | |
| Marlin Equity Partners | Hermosa Beach | $9.02 billion | 31 | 70 | 31 | (310) 364-0100 | adviserinfo.sec.gov | |
| Axxcess Wealth Management, LLC | Carlsbad | $8.88 billion | 26,039 | 72 | Not listed | (858) 217-5347 | axxcesswealth.com | adviserinfo.sec.gov |
| Robertson Stephens | San Francisco | $8.76 billion | 8,592 | 118 | Not listed | (415) 500-6810 | adviserinfo.sec.gov | |
| Mesa West Capital | Los Angeles | $8.70 billion | 10 | 50 | 4 | (310) 806-6300 | mesawestcapital.com | adviserinfo.sec.gov |
| Crosspoint Capital Partners, LP | Menlo Park | $8.70 billion | 14 | 37 | 13 | (650) 850-1740 | adviserinfo.sec.gov | |
| One Capital Management, LLC | Westlake Village | $8.53 billion | 10,969 | 103 | Not listed | (805) 409-8150 | adviserinfo.sec.gov | |
| Aequim Alternative Investments LP | Mill Valley | $8.25 billion | 5 | 11 | 1 | (415) 477-9077 | adviserinfo.sec.gov | |
| Ironwood Capital Management Corp | San Francisco | $8.23 billion | 8 | 43 | 1 | (415) 777-2400 | adviserinfo.sec.gov | |
| Human Interest Advisors LLC | San Francisco | $8.10 billion | 762,032 | 6 | Not listed | (855) 622-7824 | humaninterest.com | adviserinfo.sec.gov |
| Carmel Partners | San Francisco | $7.98 billion | 8 | 164 | 8 | (415) 273-2900 | carmelpartners.com | adviserinfo.sec.gov |
| Fpa Real Estate Advisers Group, LLC | Irvine | $7.97 billion | 33 | 110 | 9 | (949) 399-2500 | fpamf.com | adviserinfo.sec.gov |
| Icg Advisors, LLC | Los Angeles | $7.92 billion | 108 | 26 | 11 | (424) 270-8900 | icgadvisors.com | adviserinfo.sec.gov |
| Westbridge Capital US Advisors, LP | San Mateo | $7.86 billion | 7 | 90 | 7 | (230) 467-3000 | westbridgecap.com | adviserinfo.sec.gov |
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 40 | 9 | 36 | (424) 238-2927 | troycapitalpartners.com | adviserinfo.sec.gov |
| Bakeravenue | San Francisco | $7.72 billion | 4,200 | 66 | Not listed | (415) 986-1110 | bakerave.com | adviserinfo.sec.gov |
| Stamos Capital Partners, L.P. | Menlo Park | $7.64 billion | 17 | 31 | 13 | (650) 233-5000 | adviserinfo.sec.gov | |
| McMorgan & Company LLC | San Francisco | $7.61 billion | 221 | 26 | 8 | (415) 788-9300 | mcmorgan.com | adviserinfo.sec.gov |
| Bailard, Inc. | Foster City | $7.56 billion | 2,825 | 83 | 1 | (650) 571-5800 | adviserinfo.sec.gov | |
| Osterweis Capital Management | San Francisco | $7.50 billion | 362 | 666 | Not listed | (415) 434-4441 | osterweis.com | adviserinfo.sec.gov |
| Westcap Management, LLC | San Francisco | $7.44 billion | 48 | 73 | 43 | (646) 645-4356 | adviserinfo.sec.gov | |
| Pacific Heights Asset Management, LLC | San Francisco | $7.27 billion | 4 | 10 | Not listed | (415) 398-8000 | adviserinfo.sec.gov | |
| Angeles Investment Advisors | Santa Monica | $7.27 billion | 61 | 28 | 17 | (310) 393-6300 | angelesinvestments.com | adviserinfo.sec.gov |
| Top Tier Capital Partners, LLC | San Francisco | $7.27 billion | 43 | 41 | 42 | (415) 835-7500 | ttcp.com | adviserinfo.sec.gov |
| Bondbloxx | Larkspur | $7.24 billion | 27 | 32 | Not listed | (800) 896-5089 | adviserinfo.sec.gov | |
| Butterfly Equity LP | Beverly Hills | $7.08 billion | 23 | 36 | 19 | (310) 409-4994 | bfly.com | adviserinfo.sec.gov |
| Galvanize Climate Solutions LLC | San Francisco | $6.98 billion | 19 | 73 | 16 | (415) 757-6600 | gcsllc.com | adviserinfo.sec.gov |
| Frazier Life Sciences Management, LP | Palo Alto | $6.97 billion | 8 | 64 | 8 | (650) 325-5156 | frazierls.com | adviserinfo.sec.gov |
| Medley Partners Management LLC | San Francisco | $6.96 billion | 18 | 15 | 16 | (415) 375-8790 | medleyp.com | adviserinfo.sec.gov |
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | 7,533 | 21 | Not listed | (888) 349-3241 | signatureia.com | adviserinfo.sec.gov |
| Wedbush Securities Inc. | Pasadena | $6.75 billion | 10,833 | 288 | Not listed | (213) 688-8000 | wedbush.com | adviserinfo.sec.gov |
| Bivium Capital Partners, LLC | San Francisco | $6.73 billion | 33 | 16 | Not listed | (415) 825-0610 | biviumcapital.com | adviserinfo.sec.gov |
| Shamrock Capital Advisors, LLC | Los Angeles | $6.73 billion | 25 | 60 | 25 | (310) 974-6600 | adviserinfo.sec.gov | |
| Dorsal Capital Management, LP | Redwood City | $6.64 billion | 9 | 16 | 2 | (650) 610-1400 | adviserinfo.sec.gov | |
| Matthews International Capital Management, LLC | San Francisco | $6.63 billion | 38 | 83 | 2 | (415) 788-7553 | adviserinfo.sec.gov | |
| Turn/River Management, L.P. | San Francisco | $6.59 billion | 20 | 99 | 20 | (415) 858-0910 | turnriver.com | adviserinfo.sec.gov |
| Omnicap Group LLC | El Segundo | $6.51 billion | 297 | 15 | Not listed | (310) 318-3091 | omnicap.net | adviserinfo.sec.gov |
| NWF Advisory Services Inc | Los Angeles | $6.43 billion | 18,868 | 111 | Not listed | (310) 475-5854 | adviserinfo.sec.gov | |
| Aurora Capital Partners Management VI L.P. | Los Angeles | $6.20 billion | 15 | 29 | 13 | (310) 551-0101 | auroracapgroup.com | adviserinfo.sec.gov |
| Fairfield Realty Advisors LLC | San Diego | $6.20 billion | 15 | 370 | 10 | (858) 457-2123 | fairfieldresidential.com | adviserinfo.sec.gov |
| Riverwood Capital Management L.P. | Menlo Park | $6.17 billion | 14 | 51 | 14 | (650) 618-7300 | adviserinfo.sec.gov | |
| Freeman Spogli | Los Angeles | $6.16 billion | 7 | 35 | 7 | (310) 444-1822 | freemanspogli.com | adviserinfo.sec.gov |
| BVF Partners L.P. | San Francisco | $6.11 billion | 7 | 13 | 4 | (415) 525-8800 | bvflp.com | adviserinfo.sec.gov |
| LM Capital Group, LLC | San Diego | $6.10 billion | 38 | 20 | Not listed | (619) 814-1401 | adviserinfo.sec.gov | |
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | 62 | 16 | (650) 688-0818 | adviserinfo.sec.gov | |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 81 | 17 | 2 | (415) 392-3900 | snydercapital.com | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | 3,432 | 20 | Not listed | (415) 461-7788 | kcmadvisors.com | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | 51 | 8 | Not listed | (626) 844-1440 | capitalresearchandconsulting.com | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 3 | 51 | 1 | (415) 445-6646 | parallaxfund.com | adviserinfo.sec.gov |
| Seidler Equity Partners | Marina Del Rey | $5.94 billion | 32 | 41 | 32 | (213) 683-4622 | sepfunds.com | adviserinfo.sec.gov |
| Westmount Partners, LLC | Los Angeles | $5.94 billion | 4,798 | 39 | Not listed | (310) 556-2502 | westmount.com | adviserinfo.sec.gov |
| Index Fund Advisors, Inc. | Irvine | $5.93 billion | 6,664 | 50 | Not listed | (949) 502-0050 | linkin.bio | adviserinfo.sec.gov |
| American Assets Investment Management, LLC | San Diego | $5.87 billion | 12 | 5 | 1 | (858) 345-1461 | adviserinfo.sec.gov | |
| Sabal Investment Advisors, LLC | Irvine | $5.83 billion | 7 | 16 | 7 | (949) 255-2699 | sabalinvestmentholdings.com | adviserinfo.sec.gov |
| Stepstone Group Private Debt LLC | LA Jolla | $5.79 billion | 9 | 0 | 1 | (858) 558-9700 | adviserinfo.sec.gov | |
| Dalton Investments, Inc. | El Segundo | $5.72 billion | 40 | 46 | 9 | (424) 231-9100 | daltoninvestments.com | adviserinfo.sec.gov |
| Metis Global Partners, LLC | San Diego | $5.67 billion | 23 | 11 | 13 | (858) 436-3030 | metisgp.com | adviserinfo.sec.gov |
| Dunham | San Diego | $5.63 billion | 13,155 | 43 | 1 | (858) 964-0500 | adviserinfo.sec.gov | |
| Alphapoint, Inc. | Corona Del Mar | $5.56 billion | 115 | 1 | Not listed | (714) 290-4762 | adviserinfo.sec.gov | |
| Sierra Investment Partners, Inc. | Walnut Creek | $5.50 billion | 120 | 9 | Not listed | (925) 941-6300 | sierrainv.com | adviserinfo.sec.gov |
| Altos Ventures Management, Inc. | Burlingame | $5.45 billion | 59 | 41 | 57 | (650) 234-9771 | adviserinfo.sec.gov | |
| Quiet Capital Management, LLC | San Francisco | $5.39 billion | 62 | 39 | 62 | (415) 840-0555 | quiet.com | adviserinfo.sec.gov |
| Silver Rock Financial LP | Los Angeles | $5.38 billion | 33 | 31 | 15 | (424) 371-9753 | silver-rock.com | adviserinfo.sec.gov |
| Sofinnova Investments, Inc. | Menlo Park | $5.37 billion | 20 | 41 | 7 | (650) 681-8420 | sofinnova.com | adviserinfo.sec.gov |
| Arena Capital Advisors | Los Angeles | $5.33 billion | 40 | 26 | 26 | (310) 806-6700 | adviserinfo.sec.gov | |
| Glendon Capital Management L.P. | Santa Monica | $5.24 billion | 4 | 19 | 3 | (310) 907-0450 | adviserinfo.sec.gov | |
| Leading Edge Investment Advisors,Llc | San Francisco | $5.17 billion | 12 | 13 | Not listed | (415) 217-7030 | leia.net | adviserinfo.sec.gov |
| Nexus Capital Management LP | Los Angeles | $5.13 billion | 15 | 29 | 15 | (310) 496-2300 | nexuslp.com | adviserinfo.sec.gov |
| Serent Capital Management Company, L.L.C. | San Francisco | $5.11 billion | 13 | 95 | 13 | (415) 310-0391 | adviserinfo.sec.gov | |
| White Oak Global Advisors, LLC | San Francisco | $5.11 billion | 63 | 58 | 37 | (415) 644-4100 | whiteoaksf.com | adviserinfo.sec.gov |
| Genter Capital Management | Los Angeles | $5.10 billion | 4,294 | 63 | Not listed | (310) 477-6543 | adviserinfo.sec.gov | |
| First Foundation Advisors | Irvine | $5.06 billion | 3,373 | 57 | Not listed | (949) 476-0300 | adviserinfo.sec.gov | |
| Percheron Capital | San Francisco | $5.06 billion | 14 | 76 | 14 | (415) 738-4340 | percheroncapital.com | adviserinfo.sec.gov |
| TCG Crossover Management, LLC | Palo Alto | $5.06 billion | 3 | 16 | 3 | (650) 924-9424 | tcgcrossover.com | adviserinfo.sec.gov |
| Empyrean Capital Partners, LP | Los Angeles | $4.97 billion | 4 | 31 | 1 | (310) 843-3000 | adviserinfo.sec.gov | |
| Destination Wealth Management | Walnut Creek | $4.95 billion | 6,129 | 68 | Not listed | (925) 935-2900 | destinationwm.com | adviserinfo.sec.gov |
| Private Management Group Inc | Irvine | $4.90 billion | 7,132 | 21 | Not listed | (949) 752-7500 | privatemanagementgroup.com | adviserinfo.sec.gov |
| Redmile Group | Larkspur | $4.70 billion | 26 | 30 | 20 | (415) 489-9980 | redmilegroup.com | adviserinfo.sec.gov |
| Menlo Equities | Menlo Park | $4.69 billion | 9 | 52 | 6 | (650) 326-9300 | menloequities.com | adviserinfo.sec.gov |
| Route One Investment Company, L.P. | San Francisco | $4.68 billion | 4 | 20 | 3 | (415) 796-6800 | adviserinfo.sec.gov | |
| Globeflex Capital LP | San Diego | $4.60 billion | 31 | 26 | 4 | (858) 658-9060 | globeflex.com | adviserinfo.sec.gov |
| Hawk Ridge Capital Management LP | Los Angeles | $4.53 billion | 5 | 23 | 1 | (310) 594-7350 | hawkridgellc.com | adviserinfo.sec.gov |
| Signalfire | San Francisco | $4.52 billion | 52 | 50 | 52 | (650) 850-6000 | signalfire.com | adviserinfo.sec.gov |
| Halseypoint Asset Management | El Segundo | $4.51 billion | 10 | 13 | 10 | (424) 220-6440 | adviserinfo.sec.gov | |
| Clifford Swan Investment Counselors | Pasadena | $4.48 billion | 2,598 | 40 | Not listed | (626) 792-2228 | adviserinfo.sec.gov | |
| Skyknight Capital, L.P. | Burlingame | $4.43 billion | 21 | 31 | 20 | (415) 914-0782 | skyknightcapital.com | adviserinfo.sec.gov |
| Bertram Capital Management LLC | Foster City | $4.43 billion | 9 | 46 | 9 | (650) 358-5000 | adviserinfo.sec.gov | |
| Next Legacy Management, LLC | Portola Valley | $4.41 billion | 47 | 26 | 47 | (650) 324-5980 | nextlegacy.com | adviserinfo.sec.gov |
| Sand Hill Global Advisors, LLC | Palo Alto | $4.39 billion | 2,153 | 33 | Not listed | (650) 854-9150 | adviserinfo.sec.gov | |
| Syon Capital LLC | San Francisco | $4.38 billion | 1,089 | 17 | 8 | (415) 520-7966 | syoncap.com | adviserinfo.sec.gov |
| Human Capital | San Francisco | $4.38 billion | 52 | 39 | 40 | (415) 295-2379 | human.capital | adviserinfo.sec.gov |
| Sci Capital Partners LP | Los Angeles | $4.37 billion | 1 | 13 | 1 | (424) 316-2061 | scicp.com | adviserinfo.sec.gov |
| Think Investments | San Francisco | $4.30 billion | 6 | 24 | 2 | (415) 675-3271 | thinkinvestments.com | adviserinfo.sec.gov |
| Hennessy Advisors, Inc. | Novato | $4.25 billion | 17 | 19 | Not listed | (415) 899-1555 | hennessyadvisors.com | adviserinfo.sec.gov |
| Scharf Investments, LLC | Los Gatos | $4.21 billion | 1,395 | 23 | Not listed | (831) 429-6513 | scharfinvestments.com | adviserinfo.sec.gov |
| Halbert Hargrove | Long Beach | $4.20 billion | 4,932 | 52 | Not listed | (562) 435-5657 | adviserinfo.sec.gov | |
| Truelink Capital Management, LLC | Los Angeles | $4.20 billion | 13 | 24 | 13 | (310) 736-5853 | truelinkcap.com | adviserinfo.sec.gov |
| Flaherty & Crumrine Incorporated | Pasadena | $4.15 billion | 16 | 14 | Not listed | (626) 795-7300 | flahertycrumrine.com | adviserinfo.sec.gov |
| Steelpeak Wealth, LLC | Los Angeles | $4.15 billion | 8,591 | 84 | 4 | (818) 835-8720 | steelpeak.com | adviserinfo.sec.gov |
| North Reef Capital Management LP | Laguna Beach | $4.14 billion | 10 | 8 | 2 | (949) 482-2121 | northreefcapital.com | adviserinfo.sec.gov |
| Ipg Investment Advisors, LLC | San Diego | $4.14 billion | 1,273 | 39 | 1 | (619) 326-1200 | adviserinfo.sec.gov | |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | $4.11 billion | 20,094 | 59 | Not listed | (310) 399-6397 | adviserinfo.sec.gov | |
| FFL | San Francisco | $4.11 billion | 30 | 43 | 30 | (415) 402-2100 | fflpartners.com | adviserinfo.sec.gov |
| Altamont Capital Partners | Palo Alto | $4.02 billion | 31 | 55 | 31 | (650) 264-7750 | altamontcapital.com | adviserinfo.sec.gov |
| Hanwha Asset Management (USA) LTD. | San Francisco | $4.00 billion | 4 | 22 | 2 | (415) 534-1190 | adviserinfo.sec.gov | |
| Brentwood Private Equity, LLC | Los Angeles | $3.97 billion | 23 | 26 | 23 | (310) 477-6611 | adviserinfo.sec.gov | |
| IM Global Partner Fund Management LLC | El Segundo | $3.97 billion | 15 | 24 | Not listed | (323) 372-2266 | adviserinfo.sec.gov | |
| Team Hewins, LLC | Foster City | $3.97 billion | 2,260 | 29 | Not listed | (650) 620-3040 | adviserinfo.sec.gov | |
| Pantera Capital | San Francisco | $3.96 billion | 35 | 72 | 18 | (650) 854-7000 | panteracapital.com | adviserinfo.sec.gov |
| Vernal Point Advisors, LLC | San Francisco | $3.94 billion | 255 | 25 | 1 | (415) 237-3530 | vernalpoint.com | adviserinfo.sec.gov |
| Ocean Park Asset Management, LLC | Santa Monica | $3.94 billion | 226 | 58 | Not listed | (310) 452-1887 | adviserinfo.sec.gov | |
| Crosslink Capital, Inc. | Menlo Park | $3.91 billion | 33 | 34 | 33 | (415) 617-1800 | adviserinfo.sec.gov | |
| Newview Capital Management, LLC | Burlingame | $3.86 billion | 27 | 22 | 27 | (650) 416-1590 | adviserinfo.sec.gov | |
| Rimrock Capital Management LLC | Irvine | $3.85 billion | 22 | 26 | 6 | (949) 381-7800 | rimrockcapital.com | adviserinfo.sec.gov |
| Tree Line Capital Partners, LLC | San Francisco | $3.85 billion | 18 | 30 | 11 | (415) 795-7575 | treelinecp.com | adviserinfo.sec.gov |
| Valiant Capital Management, L.P. | San Francisco | $3.83 billion | 14 | 29 | 9 | (415) 659-7201 | valiantcapital.com | adviserinfo.sec.gov |
| Luminate Capital Partners | San Francisco | $3.82 billion | 12 | 10 | 12 | (415) 278-1506 | adviserinfo.sec.gov | |
| Kingswood Wealth Advisors, LLC | San Diego | $3.80 billion | 12,273 | 88 | Not listed | (800) 535-6981 | kingswoodus.com | adviserinfo.sec.gov |
| Neos Partners, LP | San Diego | $3.77 billion | 8 | 34 | 8 | (858) 727-9690 | adviserinfo.sec.gov | |
| Vector Capital Management, L.P. | San Francisco | $3.75 billion | 9 | 51 | 9 | (415) 293-5000 | vectorcapital.com | adviserinfo.sec.gov |
| Kingswood Capital Management, L.P. | Los Angeles | $3.75 billion | 16 | 33 | 15 | (424) 200-6600 | kingswood-capital.com | adviserinfo.sec.gov |
| Avanath Capital Management, LLC | Irvine | $3.75 billion | 13 | 103 | 10 | (949) 269-4700 | avanath.com | adviserinfo.sec.gov |
| CFT Capital Management, LLC | Los Angeles | $3.75 billion | 4 | 13 | 3 | (310) 980-8840 | cftcapitalpartners.com | adviserinfo.sec.gov |
| Resource Capital Investment Corporation | Carlsbad | $3.71 billion | 35 | 4 | 14 | (760) 444-5254 | resourcecapital.net | adviserinfo.sec.gov |
| Mozaic, LLC | Beverly Hills | $3.64 billion | 93 | 14 | Not listed | (310) 247-9657 | mozaic-llc.com | adviserinfo.sec.gov |
| Cambria Investment Management, L.P. | Manhattan Beach | $3.58 billion | 203 | 16 | Not listed | (310) 683-5500 | adviserinfo.sec.gov | |
| Sigfig Wealth Management LLC | San Francisco | $3.58 billion | 106,361 | 96 | Not listed | (855) 974-4344 | adviserinfo.sec.gov | |
| Abacus Wealth Partners | Santa Monica | $3.58 billion | 6,030 | 65 | 1 | (888) 422-2287 | doneby60.com | adviserinfo.sec.gov |
| Main Post Partners | San Francisco | $3.47 billion | 7 | 23 | 7 | (415) 398-0770 | mainpostpartners.com | adviserinfo.sec.gov |
| Morton Wealth | Calabasas | $3.47 billion | 3,735 | 58 | 1 | (818) 222-4727 | adviserinfo.sec.gov | |
| Tribe Capital | San Mateo | $3.44 billion | 90 | 27 | 81 | (707) 653-5302 | adviserinfo.sec.gov | |
| Dragonfly Digital Management, LLC | San Francisco | $3.44 billion | 14 | 34 | 7 | (415) 795-8868 | adviserinfo.sec.gov | |
| Ecor1 Capital, LLC | San Francisco | $3.42 billion | 5 | 22 | 3 | (415) 754-3517 | adviserinfo.sec.gov | |
| Frank, Rimerman Advisors LLC | Palo Alto | $3.40 billion | 438 | 5 | Not listed | (650) 845-8100 | frankrimerman.com | adviserinfo.sec.gov |
| Knox Lane LP | San Francisco | $3.40 billion | 22 | 30 | 22 | (415) 651-2279 | adviserinfo.sec.gov | |
| Upfront Ventures | Los Angeles | $3.38 billion | 25 | 22 | 25 | (310) 785-5100 | adviserinfo.sec.gov | |
| Seafarer Capital Partners, LLC | Larkspur | $3.38 billion | 2 | 19 | Not listed | (415) 578-9080 | seafarerfunds.com | adviserinfo.sec.gov |
| Sumeru Equity Partners | San Mateo | $3.37 billion | 9 | 43 | 9 | (650) 522-3300 | sumeruequity.com | adviserinfo.sec.gov |
| Diversis Capital Management, L.P. | Los Angeles | $3.37 billion | 15 | 42 | 15 | (310) 396-4200 | diversis.com | adviserinfo.sec.gov |
| Five Arrows Managers North America LLC | Manhattan Beach | $3.37 billion | 11 | 16 | 11 | (213) 621-3700 | rothschildandco.com | adviserinfo.sec.gov |
| Banneker Partners LLC | San Francisco | $3.36 billion | 10 | 30 | 10 | (415) 632-6948 | adviserinfo.sec.gov | |
| Summitry, LLC | Foster City | $3.35 billion | 4,031 | 46 | Not listed | (650) 212-2240 | summitry.com | adviserinfo.sec.gov |
| Ducenta Squared Asset Management | El Segundo | $3.35 billion | 457 | 15 | Not listed | (213) 687-9170 | adviserinfo.sec.gov | |
| Smash Ventures Management Company LP | West Hollywood | $3.30 billion | 21 | 18 | 21 | (310) 365-8809 | adviserinfo.sec.gov | |
| Focused Investors LLC | Los Angeles | $3.29 billion | 9 | 4 | 1 | (310) 734-1200 | focusedinvestors.com | adviserinfo.sec.gov |
| Darlington Partners Capital Management, LP | Greenbrae | $3.28 billion | 3 | 8 | 2 | (415) 464-4648 | darlington-partners.com | adviserinfo.sec.gov |
| Monograph Wealth Advisors, LLC | Manhattan Beach | $3.25 billion | 1,125 | 20 | Not listed | (310) 496-7377 | monographwealth.com | adviserinfo.sec.gov |
| Counterpoint Funds | San Diego | $3.24 billion | 5 | 15 | Not listed | (858) 771-4000 | adviserinfo.sec.gov | |
| Foresite Capital | West Hollywood | $3.24 billion | 10 | 40 | 9 | (310) 981-3630 | adviserinfo.sec.gov |
Advisers in California that manage private funds
1,552 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Ares Management LLC | Los Angeles | CA | 682 | 255 | 157 | 5 | 113 | $417.64 billion | $458.82 billion | adviserinfo.sec.gov |
| Equitybee Advisors, LLC | Palo Alto | CA | 582 | Not listed | 581 | 1 | Not listed | $111.9 million | Not listed | adviserinfo.sec.gov |
| Stepstone Group LP | LA Jolla | CA | 409 | 1 | 370 | 37 | 1 | $123.28 billion | $107.82 billion | adviserinfo.sec.gov |
| Iconiq Capital, LLC | San Francisco | CA | 354 | 13 | 169 | Not listed | 7 | $101.71 billion | $117.53 billion | adviserinfo.sec.gov |
| Vauban Advisers LLC | San Francisco | CA | 327 | Not listed | Not listed | 327 | Not listed | $171.9 million | Not listed | adviserinfo.sec.gov |
| Oaktree Capital Management, L.P. | Los Angeles | CA | 284 | 221 | 7 | Not listed | Not listed | $108.81 billion | $183.29 billion | adviserinfo.sec.gov |
| Pacific Investment Management Company LLC | Newport Beach | CA | 210 | 197 | 1 | Not listed | Not listed | $286.97 billion | $3.67 trillion | adviserinfo.sec.gov |
| Fundersclub Inc. | San Francisco | CA | 179 | Not listed | Not listed | 179 | Not listed | $919.8 million | Not listed | adviserinfo.sec.gov |
| Platinum Equity Advisors, LLC | Beverly Hills | CA | 149 | Not listed | 149 | Not listed | Not listed | $47.56 billion | $47.72 billion | adviserinfo.sec.gov |
| Asia Alternatives Management LLC | San Francisco | CA | 131 | Not listed | 131 | Not listed | Not listed | $9.91 billion | $13.24 billion | adviserinfo.sec.gov |
| Vista Equity Partners Management, LLC | San Francisco | CA | 125 | 2 | 123 | Not listed | Not listed | $105.66 billion | $106.02 billion | adviserinfo.sec.gov |
| Forge Global Advisors LLC | San Francisco | CA | 122 | Not listed | 122 | Not listed | Not listed | $2.45 billion | $2.46 billion | adviserinfo.sec.gov |
| Wefunder | San Francisco | CA | 121 | Not listed | 39 | 82 | Not listed | $132 million | Not listed | adviserinfo.sec.gov |
| Andreessen Horowitz | Menlo Park | CA | 119 | Not listed | 13 | 106 | Not listed | $106.49 billion | $106.48 billion | adviserinfo.sec.gov |
| Pantheon | San Francisco | CA | 115 | Not listed | 70 | Not listed | 3 | $44.68 billion | $87.69 billion | adviserinfo.sec.gov |
| KKR Credit Advisors (US) LLC | San Francisco | CA | 108 | 60 | 38 | Not listed | Not listed | $53.89 billion | $270.85 billion | adviserinfo.sec.gov |
| Leonard Green & Partners, L.P. | Los Angeles | CA | 107 | Not listed | 107 | Not listed | Not listed | $85.60 billion | $85.60 billion | adviserinfo.sec.gov |
| Pathway Capital Management, LP | Irvine | CA | 103 | Not listed | 103 | Not listed | Not listed | $42.94 billion | $97.82 billion | adviserinfo.sec.gov |
| MVP Ventures LLC | Menlo Park | CA | 102 | Not listed | Not listed | 102 | Not listed | $498.1 million | Not listed | adviserinfo.sec.gov |
| Allocate Management Company, LLC | Palo Alto | CA | 98 | Not listed | Not listed | 98 | Not listed | $2.29 billion | $3.00 billion | adviserinfo.sec.gov |
| Wilshire | Santa Monica | CA | 97 | 39 | 58 | Not listed | Not listed | $42.07 billion | $149.10 billion | adviserinfo.sec.gov |
| Clearlake Capital Group, L.P. | Santa Monica | CA | 93 | 3 | 75 | Not listed | Not listed | $75.34 billion | $83.56 billion | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | CA | 88 | 10 | 37 | Not listed | Not listed | $22.69 billion | $49.71 billion | adviserinfo.sec.gov |
| Accel Management Co. L.L.C | Palo Alto | CA | 83 | Not listed | Not listed | 83 | Not listed | $38.03 billion | $38.03 billion | adviserinfo.sec.gov |
| Tribe Capital | San Mateo | CA | 81 | Not listed | 14 | 61 | Not listed | $3.80 billion | $3.44 billion | adviserinfo.sec.gov |
| Franklin Advisers, Inc. | San Mateo | CA | 73 | 13 | 51 | Not listed | Not listed | $7.16 billion | $509.45 billion | adviserinfo.sec.gov |
| Pinegrove Venture Partners, LLC | Menlo Park | CA | 68 | Not listed | 51 | 10 | Not listed | $22.59 billion | $13.72 billion | adviserinfo.sec.gov |
| Ribbit Capital | Palo Alto | CA | 67 | 1 | Not listed | 66 | Not listed | $20.78 billion | $20.78 billion | adviserinfo.sec.gov |
| Northgate Capital, L.P. | Danville | CA | 67 | Not listed | 29 | 38 | Not listed | $1.83 billion | $2.93 billion | adviserinfo.sec.gov |
| Craft Ventures Management LP | San Francisco | CA | 65 | Not listed | Not listed | 65 | Not listed | $7.18 billion | Not listed | adviserinfo.sec.gov |
| Quiet Capital Management, LLC | San Francisco | CA | 62 | 1 | Not listed | 61 | Not listed | $5.39 billion | $5.39 billion | adviserinfo.sec.gov |
| Sequoia Capital Operations, LLC | Menlo Park | CA | 60 | 2 | 2 | 56 | Not listed | $82.17 billion | $82.17 billion | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | CA | 60 | Not listed | 1 | Not listed | 59 | $17.24 billion | $17.21 billion | adviserinfo.sec.gov |
| Stepstone Group Real Assets LP | LA Jolla | CA | 59 | 2 | 57 | Not listed | Not listed | $38.39 billion | $41.48 billion | adviserinfo.sec.gov |
| Zanbato Advisors LLC | Mountain View | CA | 58 | Not listed | 58 | Not listed | Not listed | $2.08 billion | $2.08 billion | adviserinfo.sec.gov |
| Greenoaks | San Francisco | CA | 57 | Not listed | Not listed | 54 | Not listed | $18.27 billion | $18.27 billion | adviserinfo.sec.gov |
| Altos Ventures Management, Inc. | Burlingame | CA | 57 | Not listed | Not listed | 57 | Not listed | $4.98 billion | $5.45 billion | adviserinfo.sec.gov |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | CA | 54 | Not listed | 28 | Not listed | Not listed | $8.21 billion | $11.88 billion | adviserinfo.sec.gov |
| Manhattan West Asset Management, LLC | Los Angeles | CA | 53 | Not listed | 7 | 44 | Not listed | $502.1 million | $1.16 billion | adviserinfo.sec.gov |
| Signalfire | San Francisco | CA | 52 | Not listed | Not listed | 52 | Not listed | $4.52 billion | $4.52 billion | adviserinfo.sec.gov |
Newest SEC registrations in California
55 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Senado Management LLC | San Francisco | CA | October 30, 2026 | Not listed | adviserinfo.sec.gov | |
| Augnition Global Investors | Menlo Park | CA | October 30, 2026 | $571.1 million | adviserinfo.sec.gov | |
| Farmers Asset Management, LLC | Westlake Village | CA | October 29, 2026 | $7.7 million | farmers.com | adviserinfo.sec.gov |
| Stara Capital Partners LP | Los Angeles | CA | October 28, 2026 | Not listed | staracapital.com | adviserinfo.sec.gov |
| Sphere Asset Management | LA Jolla | CA | October 28, 2026 | Not listed | adviserinfo.sec.gov | |
| Colegerber | Walnut Creek | CA | October 28, 2026 | $100,000 | colegerber.com | adviserinfo.sec.gov |
| Rexcrux, Inc. | Sacramento | CA | October 26, 2026 | Not listed | omegasignal.rexcrux.com | adviserinfo.sec.gov |
| Picacho Financial Consulting | Hermosa Beach | CA | October 23, 2026 | Not listed | picachofc.com | adviserinfo.sec.gov |
| Haven Funding LLC | Santa Barbara | CA | October 23, 2026 | Not listed | adviserinfo.sec.gov | |
| GK Private Investment LLC | Santa Monica | CA | October 23, 2026 | $10.8 million | palistrong.gkprivateinvestment.com | adviserinfo.sec.gov |
| Alpha Edison Management Company, LLC | Los Angeles | CA | October 23, 2026 | $738.3 million | adviserinfo.sec.gov | |
| Presidio Group Advisors | Walnut Creek | CA | October 22, 2026 | $438.6 million | presidiogroupadvisors.com | adviserinfo.sec.gov |
| Capital Synergy Partners | Irvine | CA | October 21, 2026 | $102.3 million | capitalsynergypartners.com | adviserinfo.sec.gov |
| Brave New Wealth | Westlake Village | CA | October 19, 2026 | $130.7 million | bravenewwealthwm.com | adviserinfo.sec.gov |
| Golden State Tech Inc. | Rowland Heights | CA | October 16, 2026 | Not listed | adviserinfo.sec.gov | |
| Maveriq Capital Group LLC | San Francisco | CA | October 15, 2026 | Not listed | adviserinfo.sec.gov | |
| Heyman Wealth Management, LLC | Encino | CA | October 14, 2026 | $115.4 million | adviserinfo.sec.gov | |
| Trace Capital | Los Angeles | CA | October 5, 2026 | $1.12 billion | adviserinfo.sec.gov | |
| Integrated Advisors Wealth Management LLC | Sacramento | CA | October 2, 2026 | Not listed | adviserinfo.sec.gov | |
| Innovative Capital Management | Newport Beach | CA | October 2, 2026 | $43.6 million | adviserinfo.sec.gov | |
| Ask Fredd | Los Angeles | CA | October 2, 2026 | Not listed | askfredd.ai | adviserinfo.sec.gov |
| Manifold Investment Partners LLC | San Francisco | CA | September 29, 2026 | Not listed | manifoldpartners.com | adviserinfo.sec.gov |
| Crosspoint Capital Management | Orinda | CA | September 22, 2026 | $117 million | adviserinfo.sec.gov | |
| Zero Labs Inc. | San Francisco | CA | September 21, 2026 | $100,000 | zero.tax | adviserinfo.sec.gov |
| Istari Capital Management LP | Santa Monica | CA | September 21, 2026 | Not listed | adviserinfo.sec.gov |
Cities in California
| City | Advisers | AUM |
|---|---|---|
| San Francisco | 560 | $8.36 trillion |
| Los Angeles | 273 | $6.36 trillion |
| Palo Alto | 153 | $209.54 billion |
| Menlo Park | 124 | $717.58 billion |
| San Diego | 107 | $165.88 billion |
| Newport Beach | 87 | $4.00 trillion |
| Santa Monica | 68 | $337.72 billion |
| Irvine | 59 | $425.19 billion |
| San Mateo | 58 | $565.81 billion |
| Pasadena | 46 | $369.13 billion |
| Beverly Hills | 44 | $93.09 billion |
| El Segundo | 39 | $80.32 billion |
| Walnut Creek | 36 | $43.29 billion |
| Santa Barbara | 33 | $26.65 billion |
| LA Jolla | 31 | $231.57 billion |
| Burlingame | 30 | $32.65 billion |
| Westlake Village | 28 | $39.45 billion |
| Oakland | 28 | $36.99 billion |
| Mill Valley | 27 | $21.10 billion |
| San Rafael | 26 | $193.62 billion |
| San Jose | 26 | $11.40 billion |
| Los Altos | 26 | $5.46 billion |
| Larkspur | 22 | $38.97 billion |
| Manhattan Beach | 19 | $40.24 billion |
| West Hollywood | 18 | $9.96 billion |
| Carlsbad | 18 | $37.02 billion |
| Sacramento | 17 | $3.69 billion |
| Redwood City | 16 | $11.20 billion |
| Berkeley | 16 | $33.78 billion |
| San Ramon | 15 | $6.77 billion |
| Mountain View | 15 | $5.35 billion |
| Foster City | 12 | $80.82 billion |
| Hermosa Beach | 12 | $10.89 billion |
| Santa Clara | 11 | $326.85 billion |
| Torrance | 11 | $48.22 billion |
| Solana Beach | 11 | $7.34 billion |
| Orinda | 11 | $21.70 billion |
| Lafayette | 11 | $2.08 billion |
| Sausalito | 10 | $156.87 billion |
| Danville | 10 | $7.79 billion |
| Long Beach | 10 | $7.33 billion |
| Los Gatos | 10 | $24.88 billion |
| Roseville | 10 | $1.82 billion |
| San Luis Obispo | 10 | $3.58 billion |
More ways to read California
- Advisers in California with Over $100 billion in AUM
- Advisers in California with $10 billion to $100 billion in AUM
- Advisers in California with $1 billion to $10 billion in AUM
- Advisers in California with $500 million to $1 billion in AUM
- Advisers in California with $100 million to $500 million in AUM
- Advisers in California with $50 million to $100 million in AUM
- Advisers in California serving individuals
- Advisers in California serving high net worth individuals
- Advisers in California serving banks and thrifts
- Advisers in California serving investment companies
- Advisers in California serving business development companies
- Advisers in California serving pooled investment vehicles
- Advisers in California serving pension and profit sharing plans
- Advisers in California serving charitable organizations
- Advisers in California serving state and municipal governments
- Advisers in California serving other investment advisers
- Advisers in California serving insurance companies
- Advisers in California serving sovereign wealth funds and foreign official institutions
- Advisers in California serving corporations and other businesses
- Private fund advisers in California
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.