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AdvisorIQ

Ranking, California

Wealth firms with the fastest client growth over one year, including broker-dealer firms in California

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

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

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 Robinhood Asset Management Broker-dealer affiliated Menlo Park 211.9% 81,015
3 Boldin Advisors Mill Valley 194.7% 550
4 Global Predictions Inc Oakland 168.7% 431
5 X Advisors, LLC Broker-dealer affiliated Santa Maria 139.6% 275
6 Williams & Novak Wealth Management, LLC Broker-dealer affiliated Westlake Village 122.6% 257
7 Sierra Pacific Private Wealth, LLC Pleasanton 112.7% 142
8 Alphacore Capital LLC La Jolla 109.2% 1,943
9 Trivant Custom Portfolio Group LLC San Diego 104.8% 188
10 Nectarine San Diego 103.3% 3,158
11 True Wave Financial Planners Sacramento 94.3% 492
12 Farther San Francisco 88.2% 8,192
13 Schmitz Capital Partners, LLC Mill Valley 86.6% 239
14 IFC Advisors LLC Los Angeles 84.5% 213
15 Redwood Investment Group, Inc Fort Bragg 84.3% 414
16 NWF Advisory Services Inc Los Angeles 71.2% 6,743
17 Copley Financial Group, Inc. Broker-dealer affiliated San Diego 68.3% 1,598
18 Occidental Asset Management, LLC Burlingame 68.1% 540
19 Zermatt Wealth Partners San Diego 66.1% 127
20 Westend Capital Management, LLC. Sausalito 65.5% 200
21 Assembly Wealth Mill Valley 64.6% 254
22 Compak Asset Management Newport Beach 63.6% 1,070
23 Fermata Advisors Sonoma 62.8% 2,386
24 Beacon Pointe Advisors, LLC Newport Beach 62.0% 18,642
25 Arta Finance Mountain View 55.6% 968
26 Superior Planning Wealth Management & Family Office San Diego 54.3% 335
27 Zermatt Wealth Advisors San Diego 53.8% 171
28 Concentric Walnut Creek 51.2% 3,555
29 Avise Financial Los Angeles 50.0% 152
30 Mission Wealth Management, LP Santa Barbara 46.9% 3,642
31 Pacific Financial Strategies, Inc Thousand Oaks 46.7% 486
32 Kelley Investments Del Mar 44.0% 150
33 GKV Capital Management Co Inc Walnut Creek 43.4% 122
34 B.B. Graham & Company, Inc. Broker-dealer affiliated Orange 40.9% 303
35 Mosley Wealth Management, Inc. Anaheim 40.8% 502
36 EP Wealth Advisors Torrance 39.8% 14,834
37 Painted Porch Advisors LLC Santa Barbara 38.1% 215
38 Great Gable Wealth Management, LLC Beverly Hills 38.1% 218
39 Northstar Investment Advisory LLC West Hollywood 37.9% 17,809
40 Composition Wealth, LLC Los Angeles 37.5% 3,033
41 Brightplan LLC San Jose 37.3% 27,518
42 Human Interest Advisors LLC San Francisco 36.7% 630,737
43 Harbor Hills Financial Advisors Montecito 36.5% 104
44 Earned Wealth Advisors, LLC Walnut Creek 36.4% 1,389
45 Foundry Financial LLC Pasadena 36.2% 174
46 Gasber Financial Advisors, Inc Folsom 35.8% 137
47 Alpha Solutions Investment Advisors South San Francisco 35.7% 361
48 Village Wealth Advisors Westlake Village 35.6% 177
49 Windward Capital Management Co Los Angeles 35.2% 125
50 Davidson Kahn Capital Management, LLC Sherman Oaks 34.8% 187
51 Onesource Wealth Management Granite Bay 34.7% 170
52 BW & Associates, Inc. Orange 34.6% 393
53 Wealthfront Advisers LLC Palo Alto 34.3% 386,244
54 Transglobal Advisory, LLC Broker-dealer affiliated Monrovia 34.0% 144
55 American Fundstars Broker-dealer affiliated Irvine 33.8% 346
56 Grant Private Wealth Management Pleasanton 33.5% 179
57 My Portfolio Guide, LLC Seal Beach 33.3% 243
58 Fort Point Capital Partners LLC San Francisco 32.8% 332
59 Insights Investments Palo Alto 31.7% 25,734
60 Prosperitas Financial, LLC Valencia 30.4% 1,640
61 Tricord Advisors, Inc. Riverside 29.0% 428
62 Elmwood Wealth Management Berkeley 28.7% 164
63 Checchi Capital Advisers, LLC Beverly Hills 28.0% 189
64 Advanced Portfolio Strategies Torrance 27.7% 372
65 Integris Wealth Management, LLC Monterey 27.2% 279
66 International Asset Management San Mateo 27.2% 151
67 Laguna Wealth Advisors, LLC Dana Point 26.7% 236
68 Derive Wealth Pasadena 25.6% 129
69 Silicon Valley Capital Partners, L.P. San Jose 25.1% 414
70 Cheviot Value Management, LLC Beverly Hills 25.1% 495
71 Sterling Retirement Group of Sacramento Roseville 24.7% 413
72 Potentia Wealth San Jose 24.5% 587
73 Ignite Planners LLC San Clemente 24.3% 3,710
74 Worthpointe Ramona 24.2% 509
75 Capital Group Private Client Services, Inc. Broker-dealer affiliated Los Angeles 23.5% 7,967
76 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego 23.5% 9,250
77 LM Advisors LLC San Diego 23.4% 475
78 Stites Financial Consulting Wilton 23.3% 215
79 Mfa Wealth Services Thousand Oaks 23.1% 182
80 Mason & Associates, Inc. Los Angeles 22.9% 568
81 Mozaic, LLC Beverly Hills 22.4% 152
82 Fischer Investment Strategies, LLC Westlake Village 21.8% 344
83 Delarme Wealth Management, Inc. Palos Verdes Estates 21.7% 138
84 Sigfig Wealth Management LLC San Francisco 21.6% 87,480
85 Hippocratic Financial Advisors Westlake Village 21.4% 323
86 Diligent Investors, LLC Redlands 21.3% 729
87 West Wealth Group, LLC Irvine 20.8% 2,273
88 Weinberger Asset Management, Inc Los Angeles 20.5% 146
89 Jackson Square Capital, LLC San Francisco 20.4% 524
90 Procore Advisors, LLC Newport Beach 20.3% 192
91 Kanani Advisory Group Inc. Irvine 20.1% 498
92 Fisher & Wiens Wealth Management, LLC Danville 20.0% 250
93 Pure Financial Advisors, LLC San Diego 20.0% 6,259
94 Falcon Wealth Planning, LLC Ontario 19.8% 1,345
95 Fiduciary Financial Group, LLC San Rafael 19.7% 351
96 Miramontes Capital, LLC Broker-dealer affiliated Newport Beach 19.6% 622
97 Lifesteps Financial Claremont 19.5% 570
98 Anchor Point Financial Bakersfield 19.4% 144
99 Libra Wealth LLC Los Gatos 19.2% 120
100 Centaurus Financial, Inc. Broker-dealer affiliated Anaheim 19.2% 38,049

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

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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.