IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, California

Fastest-growing independent RIAs over three years in California

As of October 2, 2026, Concentric ranked #1 in California in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 92.7%, from a base of $1.9 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Concentric Walnut Creek 92.7% $1.9 billion
2 Alphacore Capital LLC La Jolla 77.3% $2.3 billion
3 Act Two Investors LLC Santa Cruz 73.8% $123.3 million
4 Salem Partners Wealth Management, LLC Los Angeles 65.4% $330.9 million
5 Alpha Solutions Investment Advisors South San Francisco 61.7% $110.2 million
6 Dew Point Capital Los Angeles 60.4% $124.5 million
7 Human Interest Advisors LLC San Francisco 56.7% $2.1 billion
8 Treehouse Wealth Advisors Walnut Creek 54.6% $161.7 million
9 Prosperitas Financial, LLC Valencia 54.2% $221.8 million
10 Perennial Financial Services Los Angeles 53.8% $686.4 million
11 Portfolio Design Labs, LLC Encino 51.9% $178.5 million
12 Lavelle Capital San Francisco 50.7% $148.6 million
13 Mission Wealth Management, LP Santa Barbara 50.6% $5.0 billion
14 Sivia Capital Partners, LLC Mill Valley 50.1% $366.1 million
15 Vernal Point Advisors, LLC San Francisco 49.9% $1.2 billion
16 Redwood Wealth Management, LLC Santa Monica 49.3% $251.3 million
17 Lido Los Angeles 48.0% $13.1 billion
18 Integral Wealth Management Turlock 47.5% $209.9 million
19 Syon Capital LLC San Francisco 45.7% $1.4 billion
20 Ieq Capital, LLC Foster City 45.2% $18.5 billion
21 Highline Wealth Partners Sherman Oaks 44.9% $285.1 million
22 Diversifi Capital Inc Los Altos 43.6% $226.5 million
23 Oceaniq Capital, LLC Palo Alto 42.8% $114.8 million
24 Intellectus Partners, LLC San Francisco 42.7% $1.0 billion
25 Falcon Wealth Planning, LLC Ontario 42.7% $673.7 million
26 Oliveira Wealth Modesto 39.5% $122.5 million
27 Bakeravenue San Francisco 38.8% $1.9 billion
28 Kera Capital Partners San Jose 38.4% $514.4 million
29 EP Wealth Advisors Torrance 38.3% $17.1 billion
30 Pacific Point Advisors, LLC San Diego 37.9% $148.5 million
31 Axxcess Wealth Management, LLC Carlsbad 37.7% $3.4 billion
32 Sherwood Financial Partners, LLC Westlake Village 37.4% $113.4 million
33 Westwood Wealth Management Los Angeles 37.2% $116.3 million
34 Everest Private Wealth Cupertino 36.9% $160.2 million
35 Bulman Wealth Group Roseville 36.7% $110.8 million
36 Tricord Advisors, Inc. Riverside 36.4% $170.1 million
37 Lewis Asset Management Lafayette 36.1% $153.7 million
38 Westend Capital Management, LLC. Sausalito 35.8% $174.3 million
39 International Private Wealth Advisors LLC San Diego 35.7% $102.1 million
40 Fort Point Capital Partners LLC San Francisco 35.7% $1.2 billion
41 Measured Risk Portfolios San Diego 35.5% $240.0 million
42 Earned Wealth Advisors, LLC Walnut Creek 35.4% $1.3 billion
43 Elevation Wealth Partners, LLC Walnut Creek 35.3% $270.8 million
44 Nri Wealth Management, LLC Santa Clara 35.2% $125.5 million
45 Team Wealth & Tax Advisors Temecula 34.9% $102.3 million
46 Painted Porch Advisors LLC Santa Barbara 34.6% $234.5 million
47 Curated Wealth Partners, LLC El Segundo 34.1% $730.0 million
48 Pure Financial Advisors, LLC San Diego 33.9% $4.6 billion
49 Illumination Wealth Management San Diego 33.9% $196.4 million
50 Warren Street Wealth Advisors, LLC Irvine 33.7% $274.6 million
51 Concentrum Wealth Management San Jose 33.6% $413.5 million
52 Robertson Stephens San Francisco 33.4% $3.7 billion
53 Angeles Wealth Management, LLC Santa Monica 33.3% $1.2 billion
54 Fire Capital Management, LLC San Francisco 33.2% $269.0 million
55 Beacon Pointe Advisors, LLC Newport Beach 33.1% $23.2 billion
56 Perigon Wealth Management, LLC San Francisco 32.7% $4.8 billion
57 Synergy FG San Ramon 32.3% $157.1 million
58 Fiduciary Financial Group, LLC San Rafael 32.3% $485.4 million
59 Select Money Management, Inc. Los Angeles 32.0% $784.0 million
60 Composition Wealth, LLC Los Angeles 31.9% $4.1 billion
61 Confidence Wealth Management, Inc. Los Angeles 31.9% $198.1 million
62 Chokshi & Queen Wealth Advisors San Diego 31.6% $115.5 million
63 Knightsbridge Wealth Management Newport Beach 31.6% $491.2 million
64 Seek First Inc. Campbell 31.3% $111.0 million
65 Sterling Retirement Group of Sacramento Roseville 31.2% $112.0 million
66 NWF Advisory Services Inc Los Angeles 30.9% $2.9 billion
67 Tempus Wealth Planning, LLC Irvine 30.8% $312.4 million
68 Carey Wealth Management San Ramon 30.2% $101.0 million
69 Tortuga Wealth Management Torrance 30.1% $101.3 million
70 Cooper McManus Irvine 30.1% $1.3 billion
71 Family Financial Manhattan Beach 30.0% $127.6 million
72 Vistica Wealth Advisors, LLC Carlsbad 30.0% $118.5 million
73 Kanani Advisory Group Inc. Irvine 29.9% $131.5 million
74 Steelpeak Wealth, LLC Los Angeles 29.9% $1.9 billion
75 FPC Investment Advisory, Inc. Petaluma 29.5% $167.9 million
76 Occidental Asset Management, LLC Burlingame 29.4% $494.4 million
77 Channel Wealth, LLC Santa Barbara 29.4% $392.8 million
78 Prudent Investors Lake Forest 29.4% $238.3 million
79 West Wealth Group, LLC Irvine 29.3% $285.1 million
80 Orcam Financial Group, LLC Encinitas 29.3% $110.6 million
81 Morling Financial Advisors, LLC Fremont 29.2% $485.6 million
82 Atala Financial Inc Calabasas 28.9% $173.1 million
83 Twin Peaks Wealth Advisors San Francisco 28.8% $273.5 million
84 Vista Advisor Group, LLC Walnut Creek 28.7% $147.7 million
85 Acorns Irvine 28.6% $6.3 billion
86 Blue Zone Wealth Advisors, LLC Los Angeles 28.5% $363.1 million
87 Bridgewealth Advisory Group, LLC Fresno 28.4% $410.9 million
88 Prosperity Wealth Planning LLC Irvine 28.0% $128.4 million
89 De Groote Financial Group, LLC Thousand Oaks 27.8% $582.7 million
90 Spinnaker Investment Group, LLC Newport Beach 27.8% $514.6 million
91 Citrine Capital San Francisco 27.4% $167.5 million
92 Stephenson and Company, Inc. San Clemente 27.4% $216.3 million
93 Keystone Private Wealth Palm Desert 27.4% $416.7 million
94 Western Financial Corporation San Diego 27.3% $201.1 million
95 Vantage Wealth Management, LLC San Mateo 27.2% $546.0 million
96 Seaside Wealth Management, Inc. Carlsbad 27.1% $223.8 million
97 Chequers Financial Management LLC San Francisco 26.9% $642.9 million
98 Pathwise Walnut Creek 26.7% $125.3 million
99 Kane Investment Management, Inc. Los Gatos 26.7% $118.2 million
100 Great Gable Wealth Management, LLC Beverly Hills 26.7% $108.4 million

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

More rankings

Fastest growing, 3 years 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.