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AdvisorIQ

Ranking, California

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $33.4 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Capital Group Private Client Services, Inc. Broker-dealer affiliated Los Angeles $10.0 billion
7 EP Wealth Advisors Torrance $9.6 billion
8 Farther San Francisco $8.5 billion
9 Allworth Financial, L.P. Folsom $8.5 billion
10 Mission Wealth Management, LP Santa Barbara $7.0 billion
11 Alphacore Capital LLC La Jolla $6.9 billion
12 Concentric Walnut Creek $6.2 billion
13 Jordan Park Group LLC San Francisco $5.1 billion
14 Seia Los Angeles $3.8 billion
15 Pure Financial Advisors, LLC San Diego $3.0 billion
16 Acorns Irvine $3.0 billion
17 Baker Street Advisors, LLC San Francisco $3.0 billion
18 Composition Wealth, LLC Los Angeles $2.8 billion
19 NWF Advisory Services Inc Los Angeles $2.6 billion
20 Perigon Wealth Management, LLC San Francisco $2.6 billion
21 Axxcess Wealth Management, LLC Carlsbad $2.5 billion
22 Aspiriant, LLC Los Angeles $2.5 billion
23 Centaurus Financial, Inc. Broker-dealer affiliated Anaheim $2.4 billion
24 Intellectus Partners, LLC San Francisco $1.7 billion
25 Robertson Stephens San Francisco $1.6 billion
26 Independent Financial Group, LLC Broker-dealer affiliated San Diego $1.6 billion
27 Parallel Advisors, LLC San Francisco $1.6 billion
28 One Capital Management, LLC Westlake Village $1.5 billion
29 Human Interest Advisors LLC San Francisco $1.5 billion
30 Syon Capital LLC San Francisco $1.4 billion
31 Robinhood Asset Management Broker-dealer affiliated Menlo Park $1.4 billion
32 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego $1.3 billion
33 Bakeravenue San Francisco $1.3 billion
34 Vernal Point Advisors, LLC San Francisco $1.2 billion
35 Earned Wealth Advisors, LLC Walnut Creek $1.2 billion
36 Planmember Securities Corporation Broker-dealer affiliated Carpinteria $1.1 billion
37 Salem Partners Wealth Management, LLC Los Angeles $1.1 billion
38 Signature Investment Advisors, LLC Los Angeles $1.0 billion
39 Bailard, Inc. Foster City $1.0 billion
40 Wedbush Securities Inc. Broker-dealer affiliated Pasadena $1.0 billion
41 A16Z Perennial Management, L.P. Menlo Park $937.0 million
42 Elyxium Wealth LLC Beverly Hills $936.6 million
43 Gerber Kawasaki Wealth & Investment Management Santa Monica $918.0 million
44 Main Street Advisors Santa Monica $907.6 million
45 Point Olema Capital Partners, L.P. San Francisco $906.9 million
46 Fort Point Capital Partners LLC San Francisco $891.8 million
47 Dunham Broker-dealer affiliated San Diego $890.0 million
48 Syntheticfi LLC San Francisco $839.7 million
49 Destination Wealth Management Walnut Creek $803.2 million
50 Falcon Wealth Planning, LLC Ontario $796.4 million
51 Westmount Partners, LLC Los Angeles $735.5 million
52 Thepartners Wealth Management Carmel by the Sea $729.5 million
53 Steelpeak Wealth, LLC Los Angeles $709.0 million
54 Halbert Hargrove Long Beach $687.5 million
55 Monograph Wealth Advisors, LLC Manhattan Beach $669.9 million
56 Everett Harris & Co Los Angeles $633.8 million
57 Comprehensive Financial Management LLC Los Gatos $627.9 million
58 RVW Wealth LLC Los Angeles $623.9 million
59 Sigfig Wealth Management LLC San Francisco $608.1 million
60 Perennial Financial Services Los Angeles $600.6 million
61 Index Fund Advisors, Inc. Irvine $600.5 million
62 Sivia Capital Partners, LLC Mill Valley $598.2 million
63 Veris Wealth Partners, LLC Oakland $597.1 million
64 Trilogy Capital, Inc. Irvine $576.7 million
65 LM Advisors LLC San Diego $573.9 million
66 Sofi Wealth LLC Broker-dealer affiliated San Francisco $572.2 million
67 Sovran Advisors, LLC San Diego $565.7 million
68 Angeles Wealth Management, LLC Santa Monica $538.5 million
69 Windward Capital Management Co Los Angeles $534.8 million
70 Team Hewins, LLC Foster City $532.9 million
71 Sand Hill Global Advisors, LLC Palo Alto $510.2 million
72 Morton Wealth Calabasas $509.3 million
73 Ducere Wealth Management Newport Beach $503.8 million
74 Evolve Private Wealth, LLC Los Angeles $501.7 million
75 Grant Tani Barash & Altman, LLC Beverly Hills $500.9 million
76 JDL Advisers Newport Beach $494.2 million
77 De Groote Financial Group, LLC Thousand Oaks $465.3 million
78 Spiegelman Wealth Management, Inc. Walnut Creek $443.0 million
79 Sestante Family Office Coronado $433.9 million
80 Centura Wealth Advisory San Diego $426.7 million
81 Fiduciary Financial Group, LLC San Rafael $424.9 million
82 Encompass More Asset Management LLC Danville $403.0 million
83 Ticino Wealth Mission Viejo $400.2 million
84 Coastedge Partners, LLC San Diego $390.6 million
85 Private Management Group Inc Irvine $387.8 million
86 Frank, Rimerman Advisors LLC Palo Alto $380.7 million
87 Cypress Wealth Services, LLC Broker-dealer affiliated Palm Desert $373.8 million
88 Wealth Architects, LLC Mountain View $373.4 million
89 Rebalance LLC Palo Alto $370.0 million
90 Validus Capital LLC El Segundo $360.8 million
91 Willow Creek Wealth Management, Inc. Sebastopol $356.9 million
92 Pasadena Private Wealth, LLC Pasadena $351.7 million
93 Sonoma Allocations Santa Rosa $350.0 million
94 Financial Management Network Inc Mission Viejo $347.0 million
95 Gemmer Asset Management LLC Walnut Creek $346.0 million
96 Redwood Wealth Management, LLC Santa Monica $344.0 million
97 Summitry, LLC Foster City $341.8 million
98 Clifford Swan Investment Counselors Pasadena $338.8 million
99 Asset Dedication, LLC San Francisco $320.5 million
100 Curated Wealth Partners, LLC El Segundo $314.0 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.