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For asset managers
AdvisorIQ

Ranking, California

Fastest-growing independent RIAs over five years in California

As of October 2, 2026, Alphacore Capital LLC ranked #1 in California in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 65.5%, from a base of $1.0 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Alphacore Capital LLC La Jolla 65.5% $1.0 billion
2 Human Interest Advisors LLC San Francisco 49.5% $1.1 billion
3 Keystone Private Wealth Palm Desert 43.3% $142.3 million
4 Manhattan West Asset Management, LLC Los Angeles 41.6% $204.3 million
5 Lido Los Angeles 40.8% $7.7 billion
6 Salem Partners Wealth Management, LLC Los Angeles 39.6% $282.3 million
7 Fermata Advisors Sonoma 38.7% $196.6 million
8 Curated Wealth Partners, LLC El Segundo 38.2% $349.6 million
9 Ieq Capital, LLC Foster City 37.4% $11.6 billion
10 Dew Point Capital Los Angeles 37.0% $106.4 million
11 Perennial Financial Services Los Angeles 37.0% $518.4 million
12 Perigon Wealth Management, LLC San Francisco 36.7% $2.4 billion
13 Diversifi Capital Inc Los Altos 36.5% $141.6 million
14 Falcon Wealth Planning, LLC Ontario 36.4% $414.1 million
15 Composition Wealth, LLC Los Angeles 36.3% $2.0 billion
16 Fiduciary Financial Group, LLC San Rafael 35.7% $244.0 million
17 Mission Wealth Management, LP Santa Barbara 35.5% $3.7 billion
18 Sivia Capital Partners, LLC Mill Valley 35.2% $274.0 million
19 Highline Wealth Partners Sherman Oaks 34.9% $194.6 million
20 Confidence Wealth Management, Inc. Los Angeles 34.8% $101.9 million
21 Beacon Pointe Advisors, LLC Newport Beach 34.6% $12.4 billion
22 Tempus Wealth Planning, LLC Irvine 33.9% $162.7 million
23 Axxcess Wealth Management, LLC Carlsbad 33.5% $2.1 billion
24 Robertson Stephens San Francisco 33.1% $2.1 billion
25 Vernal Point Advisors, LLC San Francisco 32.6% $959.9 million
26 EP Wealth Advisors Torrance 32.1% $11.2 billion
27 Sierra Ocean, LLC Ripon 31.8% $137.0 million
28 Select Money Management, Inc. Los Angeles 31.0% $467.1 million
29 NWF Advisory Services Inc Los Angeles 30.7% $1.7 billion
30 One Capital Management, LLC Westlake Village 30.1% $2.3 billion
31 Aire Advisors, LLC Beverly Hills 29.9% $271.8 million
32 Integral Wealth Management Turlock 29.6% $184.0 million
33 Treehouse Wealth Advisors Walnut Creek 29.3% $165.0 million
34 Fort Point Capital Partners LLC San Francisco 29.1% $808.3 million
35 Everest Private Wealth Cupertino 28.8% $116.0 million
36 Centura Wealth Advisory San Diego 28.7% $338.2 million
37 Pasadena Private Wealth, LLC Pasadena 28.6% $460.1 million
38 Concentrum Wealth Management San Jose 28.6% $280.4 million
39 Warren Street Wealth Advisors, LLC Irvine 28.3% $188.4 million
40 Redwood Wealth Management, LLC Santa Monica 27.7% $246.0 million
41 Pure Financial Advisors, LLC San Diego 27.4% $3.3 billion
42 Oceaniq Capital, LLC Palo Alto 27.2% $100.4 million
43 Allworth Financial, L.P. Folsom 27.1% $10.1 billion
44 Kinetic Investment Management, Inc. Los Angeles 26.9% $136.8 million
45 Ignite Planners LLC San Clemente 26.8% $346.4 million
46 Strait & Sound San Francisco 26.8% $101.7 million
47 Lewis Asset Management Lafayette 26.8% $118.2 million
48 Barnes Wealth Management Group Bakersfield 26.3% $148.6 million
49 Citrine Capital San Francisco 26.0% $109.0 million
50 Point Olema Capital Partners, L.P. San Francisco 25.9% $931.5 million
51 Weinberger Asset Management, Inc Los Angeles 25.9% $159.3 million
52 Angeles Wealth Management, LLC Santa Monica 25.6% $900.2 million
53 Measured Risk Portfolios San Diego 24.8% $197.5 million
54 Archvest Wealth Advisors, Inc. Concord 24.7% $128.4 million
55 Morling Financial Advisors, LLC Fremont 23.8% $359.5 million
56 Ats Wealth Management San Diego 23.7% $132.6 million
57 De Groote Financial Group, LLC Thousand Oaks 23.7% $420.6 million
58 Prudent Investors Lake Forest 23.5% $179.3 million
59 Steelpeak Wealth, LLC Los Angeles 23.5% $1.4 billion
60 Tricord Advisors, Inc. Riverside 23.1% $152.4 million
61 Acorns Irvine 23.1% $4.7 billion
62 Earned Wealth Advisors, LLC Walnut Creek 23.1% $1.1 billion
63 Arrowroot Family Office, LLC Marina del Rey 23.0% $153.2 million
64 Elevation Wealth Partners, LLC Walnut Creek 22.8% $240.4 million
65 Define Financial, LLC San Diego 22.6% $113.5 million
66 Westend Capital Management, LLC. Sausalito 22.5% $158.1 million
67 Chequers Financial Management LLC San Francisco 22.2% $481.4 million
68 Financial Advisors Network, Inc. Tustin 22.0% $408.6 million
69 Parallel Advisors, LLC San Francisco 22.0% $3.8 billion
70 Intellectus Partners, LLC San Francisco 21.9% $1.1 billion
71 Libra Wealth LLC Los Gatos 21.9% $237.9 million
72 Willow Grove Advisors, LLC Berkeley 21.7% $138.5 million
73 San Luis Wealth Advisors San Luis Obispo 21.4% $288.7 million
74 Blue Zone Wealth Advisors, LLC Los Angeles 21.2% $294.0 million
75 Myecfo La Jolla 21.0% $101.5 million
76 Stephenson and Company, Inc. San Clemente 20.8% $174.0 million
77 Vistica Wealth Advisors, LLC Carlsbad 20.6% $101.8 million
78 Spinnaker Investment Group, LLC Newport Beach 20.6% $420.1 million
79 Occidental Asset Management, LLC Burlingame 20.5% $422.1 million
80 TTP Investments, Inc. San Jose 20.3% $226.4 million
81 Sigfig Wealth Management LLC San Francisco 20.3% $1.4 billion
82 Vance Wealth Santa Clarita 20.2% $356.0 million
83 Knightsbridge Wealth Management Newport Beach 20.1% $446.7 million
84 Bakeravenue San Francisco 20.0% $2.0 billion
85 Westwood Wealth Management Los Angeles 20.0% $120.7 million
86 Orion Capital Management LLC Coronado 19.7% $150.7 million
87 Vantage Wealth Management, LLC San Mateo 19.6% $458.0 million
88 Stewart Wealth Management, Inc. San Rafael 19.5% $238.8 million
89 Elmwood Wealth Management Berkeley 19.4% $197.1 million
90 Bridgewealth Advisory Group, LLC Fresno 19.2% $360.6 million
91 Griffin Black, LLC Redwood City 19.2% $147.5 million
92 Hamilton Wealth, LLC Los Angeles 19.2% $289.8 million
93 Premier Wealth Advisors, LLC San Diego 19.1% $290.1 million
94 Seaside Wealth Management, Inc. Carlsbad 19.0% $192.4 million
95 Tamar Securities, LLC Woodland Hills 19.0% $638.7 million
96 Orcam Financial Group, LLC Encinitas 18.9% $100.5 million
97 Topel & Distasi Wealth Management, LLC Berkeley 18.8% $131.7 million
98 Cooper McManus Irvine 18.8% $1.2 billion
99 Village Wealth Advisors Westlake Village 18.7% $109.5 million
100 Trilogy Capital, Inc. Irvine 18.6% $1.4 billion

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

More rankings

Fastest growing, 5 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.