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AdvisorIQ

Ranking, California

Independent RIAs with the fastest client growth over one year in California

As of October 2, 2026, Step Advisers, LLC ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 260.9%, from a base of 44,724.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Step Advisers, LLC San Mateo 260.9% 44,724
2 Boldin Advisors Mill Valley 194.7% 550
3 Global Predictions Inc Oakland 168.7% 431
4 Sierra Pacific Private Wealth, LLC Pleasanton 112.7% 142
5 Alphacore Capital LLC La Jolla 109.2% 1,943
6 Trivant Custom Portfolio Group LLC San Diego 104.8% 188
7 Nectarine San Diego 103.3% 3,158
8 True Wave Financial Planners Sacramento 94.3% 492
9 Farther San Francisco 88.2% 8,192
10 Schmitz Capital Partners, LLC Mill Valley 86.6% 239
11 IFC Advisors LLC Los Angeles 84.5% 213
12 Redwood Investment Group, Inc Fort Bragg 84.3% 414
13 NWF Advisory Services Inc Los Angeles 71.2% 6,743
14 Occidental Asset Management, LLC Burlingame 68.1% 540
15 Zermatt Wealth Partners San Diego 66.1% 127
16 Westend Capital Management, LLC. Sausalito 65.5% 200
17 Assembly Wealth Mill Valley 64.6% 254
18 Compak Asset Management Newport Beach 63.6% 1,070
19 Fermata Advisors Sonoma 62.8% 2,386
20 Beacon Pointe Advisors, LLC Newport Beach 62.0% 18,642
21 Arta Finance Mountain View 55.6% 968
22 Superior Planning Wealth Management & Family Office San Diego 54.3% 335
23 Zermatt Wealth Advisors San Diego 53.8% 171
24 Concentric Walnut Creek 51.2% 3,555
25 Avise Financial Los Angeles 50.0% 152
26 Mission Wealth Management, LP Santa Barbara 46.9% 3,642
27 Pacific Financial Strategies, Inc Thousand Oaks 46.7% 486
28 Kelley Investments Del Mar 44.0% 150
29 GKV Capital Management Co Inc Walnut Creek 43.4% 122
30 Mosley Wealth Management, Inc. Anaheim 40.8% 502
31 EP Wealth Advisors Torrance 39.8% 14,834
32 Painted Porch Advisors LLC Santa Barbara 38.1% 215
33 Great Gable Wealth Management, LLC Beverly Hills 38.1% 218
34 Northstar Investment Advisory LLC West Hollywood 37.9% 17,809
35 Composition Wealth, LLC Los Angeles 37.5% 3,033
36 Brightplan LLC San Jose 37.3% 27,518
37 Human Interest Advisors LLC San Francisco 36.7% 630,737
38 Harbor Hills Financial Advisors Montecito 36.5% 104
39 Earned Wealth Advisors, LLC Walnut Creek 36.4% 1,389
40 Foundry Financial LLC Pasadena 36.2% 174
41 Gasber Financial Advisors, Inc Folsom 35.8% 137
42 Alpha Solutions Investment Advisors South San Francisco 35.7% 361
43 Village Wealth Advisors Westlake Village 35.6% 177
44 Windward Capital Management Co Los Angeles 35.2% 125
45 Davidson Kahn Capital Management, LLC Sherman Oaks 34.8% 187
46 Onesource Wealth Management Granite Bay 34.7% 170
47 BW & Associates, Inc. Orange 34.6% 393
48 Wealthfront Advisers LLC Palo Alto 34.3% 386,244
49 Grant Private Wealth Management Pleasanton 33.5% 179
50 My Portfolio Guide, LLC Seal Beach 33.3% 243
51 Fort Point Capital Partners LLC San Francisco 32.8% 332
52 Insights Investments Palo Alto 31.7% 25,734
53 Prosperitas Financial, LLC Valencia 30.4% 1,640
54 Tricord Advisors, Inc. Riverside 29.0% 428
55 Elmwood Wealth Management Berkeley 28.7% 164
56 Checchi Capital Advisers, LLC Beverly Hills 28.0% 189
57 Advanced Portfolio Strategies Torrance 27.7% 372
58 Integris Wealth Management, LLC Monterey 27.2% 279
59 International Asset Management San Mateo 27.2% 151
60 Laguna Wealth Advisors, LLC Dana Point 26.7% 236
61 Derive Wealth Pasadena 25.6% 129
62 Silicon Valley Capital Partners, L.P. San Jose 25.1% 414
63 Cheviot Value Management, LLC Beverly Hills 25.1% 495
64 Sterling Retirement Group of Sacramento Roseville 24.7% 413
65 Potentia Wealth San Jose 24.5% 587
66 Ignite Planners LLC San Clemente 24.3% 3,710
67 Worthpointe Ramona 24.2% 509
68 LM Advisors LLC San Diego 23.4% 475
69 Stites Financial Consulting Wilton 23.3% 215
70 Mfa Wealth Services Thousand Oaks 23.1% 182
71 Mason & Associates, Inc. Los Angeles 22.9% 568
72 Mozaic, LLC Beverly Hills 22.4% 152
73 Fischer Investment Strategies, LLC Westlake Village 21.8% 344
74 Delarme Wealth Management, Inc. Palos Verdes Estates 21.7% 138
75 Sigfig Wealth Management LLC San Francisco 21.6% 87,480
76 Hippocratic Financial Advisors Westlake Village 21.4% 323
77 Diligent Investors, LLC Redlands 21.3% 729
78 West Wealth Group, LLC Irvine 20.8% 2,273
79 Weinberger Asset Management, Inc Los Angeles 20.5% 146
80 Jackson Square Capital, LLC San Francisco 20.4% 524
81 Procore Advisors, LLC Newport Beach 20.3% 192
82 Kanani Advisory Group Inc. Irvine 20.1% 498
83 Fisher & Wiens Wealth Management, LLC Danville 20.0% 250
84 Pure Financial Advisors, LLC San Diego 20.0% 6,259
85 Falcon Wealth Planning, LLC Ontario 19.8% 1,345
86 Fiduciary Financial Group, LLC San Rafael 19.7% 351
87 Lifesteps Financial Claremont 19.5% 570
88 Anchor Point Financial Bakersfield 19.4% 144
89 Libra Wealth LLC Los Gatos 19.2% 120
90 Angeles Wealth Management, LLC Santa Monica 19.1% 178
91 Perigon Wealth Management, LLC San Francisco 18.9% 4,767
92 Bulman Wealth Group Roseville 18.8% 468
93 Bloom Investment Advisors, LLC San Francisco 18.7% 60,212
94 Keystone Private Wealth Palm Desert 18.7% 535
95 Tactivest, LLC San Francisco 17.8% 180
96 Thepartners Wealth Management Carmel by the Sea 17.7% 5,276
97 Ieq Capital, LLC Foster City 17.6% 1,963
98 Vine Capital Management, LLC Temecula 17.5% 143
99 Clearview Wealth Management Irvine 17.4% 334
100 Crux Wealth Advisors Long Beach 17.4% 576

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

More rankings

Client growth 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.