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For asset managers
AdvisorIQ

Ranking, California

Independent RIAs with the biggest asset gains over one year in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $33.4 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Edelman Financial Engines Santa Clara $33.4 billion
2 Ieq Capital, LLC Foster City $21.4 billion
3 Beacon Pointe Advisors, LLC Newport Beach $15.0 billion
4 Lido Los Angeles $13.4 billion
5 Wealthfront Advisers LLC Palo Alto $11.8 billion
6 EP Wealth Advisors Torrance $9.6 billion
7 Farther San Francisco $8.5 billion
8 Allworth Financial, L.P. Folsom $8.5 billion
9 Mission Wealth Management, LP Santa Barbara $7.0 billion
10 Alphacore Capital LLC La Jolla $6.9 billion
11 Concentric Walnut Creek $6.2 billion
12 Jordan Park Group LLC San Francisco $5.1 billion
13 Seia Los Angeles $3.8 billion
14 Pure Financial Advisors, LLC San Diego $3.0 billion
15 Acorns Irvine $3.0 billion
16 Baker Street Advisors, LLC San Francisco $3.0 billion
17 Composition Wealth, LLC Los Angeles $2.8 billion
18 NWF Advisory Services Inc Los Angeles $2.6 billion
19 Perigon Wealth Management, LLC San Francisco $2.6 billion
20 Axxcess Wealth Management, LLC Carlsbad $2.5 billion
21 Aspiriant, LLC Los Angeles $2.5 billion
22 Intellectus Partners, LLC San Francisco $1.7 billion
23 Robertson Stephens San Francisco $1.6 billion
24 Parallel Advisors, LLC San Francisco $1.6 billion
25 One Capital Management, LLC Westlake Village $1.5 billion
26 Human Interest Advisors LLC San Francisco $1.5 billion
27 Syon Capital LLC San Francisco $1.4 billion
28 Bakeravenue San Francisco $1.3 billion
29 Vernal Point Advisors, LLC San Francisco $1.2 billion
30 Earned Wealth Advisors, LLC Walnut Creek $1.2 billion
31 Salem Partners Wealth Management, LLC Los Angeles $1.1 billion
32 Signature Investment Advisors, LLC Los Angeles $1.0 billion
33 Bailard, Inc. Foster City $1.0 billion
34 A16Z Perennial Management, L.P. Menlo Park $937.0 million
35 Elyxium Wealth LLC Beverly Hills $936.6 million
36 Gerber Kawasaki Wealth & Investment Management Santa Monica $918.0 million
37 Main Street Advisors Santa Monica $907.6 million
38 Point Olema Capital Partners, L.P. San Francisco $906.9 million
39 Fort Point Capital Partners LLC San Francisco $891.8 million
40 Syntheticfi LLC San Francisco $839.7 million
41 Destination Wealth Management Walnut Creek $803.2 million
42 Falcon Wealth Planning, LLC Ontario $796.4 million
43 Westmount Partners, LLC Los Angeles $735.5 million
44 Thepartners Wealth Management Carmel by the Sea $729.5 million
45 Steelpeak Wealth, LLC Los Angeles $709.0 million
46 Halbert Hargrove Long Beach $687.5 million
47 Monograph Wealth Advisors, LLC Manhattan Beach $669.9 million
48 Everett Harris & Co Los Angeles $633.8 million
49 Comprehensive Financial Management LLC Los Gatos $627.9 million
50 RVW Wealth LLC Los Angeles $623.9 million
51 Sigfig Wealth Management LLC San Francisco $608.1 million
52 Perennial Financial Services Los Angeles $600.6 million
53 Index Fund Advisors, Inc. Irvine $600.5 million
54 Sivia Capital Partners, LLC Mill Valley $598.2 million
55 Veris Wealth Partners, LLC Oakland $597.1 million
56 Trilogy Capital, Inc. Irvine $576.7 million
57 LM Advisors LLC San Diego $573.9 million
58 Sovran Advisors, LLC San Diego $565.7 million
59 Angeles Wealth Management, LLC Santa Monica $538.5 million
60 Windward Capital Management Co Los Angeles $534.8 million
61 Team Hewins, LLC Foster City $532.9 million
62 Sand Hill Global Advisors, LLC Palo Alto $510.2 million
63 Morton Wealth Calabasas $509.3 million
64 Ducere Wealth Management Newport Beach $503.8 million
65 Evolve Private Wealth, LLC Los Angeles $501.7 million
66 Grant Tani Barash & Altman, LLC Beverly Hills $500.9 million
67 JDL Advisers Newport Beach $494.2 million
68 De Groote Financial Group, LLC Thousand Oaks $465.3 million
69 Spiegelman Wealth Management, Inc. Walnut Creek $443.0 million
70 Sestante Family Office Coronado $433.9 million
71 Centura Wealth Advisory San Diego $426.7 million
72 Fiduciary Financial Group, LLC San Rafael $424.9 million
73 Encompass More Asset Management LLC Danville $403.0 million
74 Ticino Wealth Mission Viejo $400.2 million
75 Coastedge Partners, LLC San Diego $390.6 million
76 Private Management Group Inc Irvine $387.8 million
77 Frank, Rimerman Advisors LLC Palo Alto $380.7 million
78 Wealth Architects, LLC Mountain View $373.4 million
79 Rebalance LLC Palo Alto $370.0 million
80 Validus Capital LLC El Segundo $360.8 million
81 Willow Creek Wealth Management, Inc. Sebastopol $356.9 million
82 Pasadena Private Wealth, LLC Pasadena $351.7 million
83 Sonoma Allocations Santa Rosa $350.0 million
84 Financial Management Network Inc Mission Viejo $347.0 million
85 Gemmer Asset Management LLC Walnut Creek $346.0 million
86 Redwood Wealth Management, LLC Santa Monica $344.0 million
87 Summitry, LLC Foster City $341.8 million
88 Clifford Swan Investment Counselors Pasadena $338.8 million
89 Asset Dedication, LLC San Francisco $320.5 million
90 Curated Wealth Partners, LLC El Segundo $314.0 million
91 Select Money Management, Inc. Los Angeles $310.7 million
92 Lyell Wealth Management LP Menlo Park $310.5 million
93 Abacus Wealth Partners Santa Monica $308.4 million
94 Burton Enright Welch Walnut Creek $307.2 million
95 Kera Capital Partners San Jose $294.6 million
96 Osborne Partners San Francisco $292.4 million
97 Cooper McManus Irvine $291.8 million
98 Insight Wealth Strategies, LLC San Ramon $291.7 million
99 Morling Financial Advisors, LLC Fremont $291.3 million
100 Knightsbridge Wealth Management Newport Beach $285.0 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.