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For asset managers
AdvisorIQ

Ranking, California

Fastest-growing wealth firms over three years, including broker-dealer firms in California

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

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

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 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego 57.7% $969.4 million
8 Human Interest Advisors LLC San Francisco 56.7% $2.1 billion
9 Treehouse Wealth Advisors Walnut Creek 54.6% $161.7 million
10 Prosperitas Financial, LLC Valencia 54.2% $221.8 million
11 Perennial Financial Services Los Angeles 53.8% $686.4 million
12 Portfolio Design Labs, LLC Encino 51.9% $178.5 million
13 Lavelle Capital San Francisco 50.7% $148.6 million
14 Mission Wealth Management, LP Santa Barbara 50.6% $5.0 billion
15 Sivia Capital Partners, LLC Mill Valley 50.1% $366.1 million
16 Vernal Point Advisors, LLC San Francisco 49.9% $1.2 billion
17 Redwood Wealth Management, LLC Santa Monica 49.3% $251.3 million
18 Lido Los Angeles 48.0% $13.1 billion
19 Integral Wealth Management Turlock 47.5% $209.9 million
20 Syon Capital LLC San Francisco 45.7% $1.4 billion
21 Ieq Capital, LLC Foster City 45.2% $18.5 billion
22 Sofi Wealth LLC Broker-dealer affiliated San Francisco 45.0% $671.3 million
23 Highline Wealth Partners Sherman Oaks 44.9% $285.1 million
24 Diversifi Capital Inc Los Altos 43.6% $226.5 million
25 Oceaniq Capital, LLC Palo Alto 42.8% $114.8 million
26 Intellectus Partners, LLC San Francisco 42.7% $1.0 billion
27 Falcon Wealth Planning, LLC Ontario 42.7% $673.7 million
28 American Fundstars Broker-dealer affiliated Irvine 42.5% $114.9 million
29 Oliveira Wealth Modesto 39.5% $122.5 million
30 Bakeravenue San Francisco 38.8% $1.9 billion
31 Kera Capital Partners San Jose 38.4% $514.4 million
32 EP Wealth Advisors Torrance 38.3% $17.1 billion
33 Pacific Point Advisors, LLC San Diego 37.9% $148.5 million
34 Axxcess Wealth Management, LLC Carlsbad 37.7% $3.4 billion
35 Sherwood Financial Partners, LLC Westlake Village 37.4% $113.4 million
36 Westwood Wealth Management Los Angeles 37.2% $116.3 million
37 Everest Private Wealth Cupertino 36.9% $160.2 million
38 Bulman Wealth Group Roseville 36.7% $110.8 million
39 Tricord Advisors, Inc. Riverside 36.4% $170.1 million
40 Lewis Asset Management Lafayette 36.1% $153.7 million
41 Westend Capital Management, LLC. Sausalito 35.8% $174.3 million
42 International Private Wealth Advisors LLC San Diego 35.7% $102.1 million
43 Fort Point Capital Partners LLC San Francisco 35.7% $1.2 billion
44 Measured Risk Portfolios San Diego 35.5% $240.0 million
45 CLG LLC Broker-dealer affiliated Long Beach 35.4% $452.8 million
46 Earned Wealth Advisors, LLC Walnut Creek 35.4% $1.3 billion
47 Elevation Wealth Partners, LLC Walnut Creek 35.3% $270.8 million
48 Nri Wealth Management, LLC Santa Clara 35.2% $125.5 million
49 Team Wealth & Tax Advisors Temecula 34.9% $102.3 million
50 Painted Porch Advisors LLC Santa Barbara 34.6% $234.5 million
51 Curated Wealth Partners, LLC El Segundo 34.1% $730.0 million
52 Pure Financial Advisors, LLC San Diego 33.9% $4.6 billion
53 Illumination Wealth Management San Diego 33.9% $196.4 million
54 Warren Street Wealth Advisors, LLC Irvine 33.7% $274.6 million
55 Concentrum Wealth Management San Jose 33.6% $413.5 million
56 Robertson Stephens San Francisco 33.4% $3.7 billion
57 Angeles Wealth Management, LLC Santa Monica 33.3% $1.2 billion
58 Fire Capital Management, LLC San Francisco 33.2% $269.0 million
59 Beacon Pointe Advisors, LLC Newport Beach 33.1% $23.2 billion
60 Crane & Associates Wealth Management Broker-dealer affiliated Fullerton 33.0% $397.5 million
61 Perigon Wealth Management, LLC San Francisco 32.7% $4.8 billion
62 Synergy FG San Ramon 32.3% $157.1 million
63 Fiduciary Financial Group, LLC San Rafael 32.3% $485.4 million
64 Select Money Management, Inc. Los Angeles 32.0% $784.0 million
65 Composition Wealth, LLC Los Angeles 31.9% $4.1 billion
66 Confidence Wealth Management, Inc. Los Angeles 31.9% $198.1 million
67 Chokshi & Queen Wealth Advisors San Diego 31.6% $115.5 million
68 Knightsbridge Wealth Management Newport Beach 31.6% $491.2 million
69 Seek First Inc. Campbell 31.3% $111.0 million
70 Sterling Retirement Group of Sacramento Roseville 31.2% $112.0 million
71 NWF Advisory Services Inc Los Angeles 30.9% $2.9 billion
72 Tempus Wealth Planning, LLC Irvine 30.8% $312.4 million
73 Qca Capital Management Inc Broker-dealer affiliated Los Angeles 30.7% $113.0 million
74 Carey Wealth Management San Ramon 30.2% $101.0 million
75 Miramontes Capital, LLC Broker-dealer affiliated Newport Beach 30.2% $180.0 million
76 Tortuga Wealth Management Torrance 30.1% $101.3 million
77 Cooper McManus Irvine 30.1% $1.3 billion
78 Family Financial Manhattan Beach 30.0% $127.6 million
79 Vistica Wealth Advisors, LLC Carlsbad 30.0% $118.5 million
80 Kanani Advisory Group Inc. Irvine 29.9% $131.5 million
81 Steelpeak Wealth, LLC Los Angeles 29.9% $1.9 billion
82 FPC Investment Advisory, Inc. Petaluma 29.5% $167.9 million
83 Occidental Asset Management, LLC Burlingame 29.4% $494.4 million
84 Channel Wealth, LLC Santa Barbara 29.4% $392.8 million
85 Prudent Investors Lake Forest 29.4% $238.3 million
86 West Wealth Group, LLC Irvine 29.3% $285.1 million
87 Independent Financial Group, LLC Broker-dealer affiliated San Diego 29.3% $6.0 billion
88 Orcam Financial Group, LLC Encinitas 29.3% $110.6 million
89 Morling Financial Advisors, LLC Fremont 29.2% $485.6 million
90 Atala Financial Inc Calabasas 28.9% $173.1 million
91 Twin Peaks Wealth Advisors San Francisco 28.8% $273.5 million
92 Vista Advisor Group, LLC Walnut Creek 28.7% $147.7 million
93 Acorns Irvine 28.6% $6.3 billion
94 Blue Zone Wealth Advisors, LLC Los Angeles 28.5% $363.1 million
95 Bridgewealth Advisory Group, LLC Fresno 28.4% $410.9 million
96 Prosperity Wealth Planning LLC Irvine 28.0% $128.4 million
97 De Groote Financial Group, LLC Thousand Oaks 27.8% $582.7 million
98 Spinnaker Investment Group, LLC Newport Beach 27.8% $514.6 million
99 Citrine Capital San Francisco 27.4% $167.5 million
100 Stephenson and Company, Inc. San Clemente 27.4% $216.3 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.