Ranking, California

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

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

Fastest-growing wealth firms over five years, including broker-dealer firms in California
Rank	Firm	City	Growth	Starting value
1	Alphacore Capital LLC	La Jolla	65.5%	$1.0 billion
2	Kingswood Wealth Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	San Diego	61.5%	$346.3 million
3	Human Interest Advisors LLC	San Francisco	49.5%	$1.1 billion
4	Keystone Private Wealth	Palm Desert	43.3%	$142.3 million
5	Manhattan West Asset Management, LLC	Los Angeles	41.6%	$204.3 million
6	Lido	Los Angeles	40.8%	$7.7 billion
7	Salem Partners Wealth Management, LLC	Los Angeles	39.6%	$282.3 million
8	Fermata Advisors	Sonoma	38.7%	$196.6 million
9	Curated Wealth Partners, LLC	El Segundo	38.2%	$349.6 million
10	Ieq Capital, LLC	Foster City	37.4%	$11.6 billion
11	Dew Point Capital	Los Angeles	37.0%	$106.4 million
12	Perennial Financial Services	Los Angeles	37.0%	$518.4 million
13	Perigon Wealth Management, LLC	San Francisco	36.7%	$2.4 billion
14	Diversifi Capital Inc	Los Altos	36.5%	$141.6 million
15	Falcon Wealth Planning, LLC	Ontario	36.4%	$414.1 million
16	Composition Wealth, LLC	Los Angeles	36.3%	$2.0 billion
17	Fiduciary Financial Group, LLC	San Rafael	35.7%	$244.0 million
18	Mission Wealth Management, LP	Santa Barbara	35.5%	$3.7 billion
19	Sivia Capital Partners, LLC	Mill Valley	35.2%	$274.0 million
20	Highline Wealth Partners	Sherman Oaks	34.9%	$194.6 million
21	Confidence Wealth Management, Inc.	Los Angeles	34.8%	$101.9 million
22	Beacon Pointe Advisors, LLC	Newport Beach	34.6%	$12.4 billion
23	Tempus Wealth Planning, LLC	Irvine	33.9%	$162.7 million
24	Axxcess Wealth Management, LLC	Carlsbad	33.5%	$2.1 billion
25	Robertson Stephens	San Francisco	33.1%	$2.1 billion
26	Vernal Point Advisors, LLC	San Francisco	32.6%	$959.9 million
27	EP Wealth Advisors	Torrance	32.1%	$11.2 billion
28	Sierra Ocean, LLC	Ripon	31.8%	$137.0 million
29	Sofi Wealth LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	San Francisco	31.4%	$523.2 million
30	Select Money Management, Inc.	Los Angeles	31.0%	$467.1 million
31	NWF Advisory Services Inc	Los Angeles	30.7%	$1.7 billion
32	One Capital Management, LLC	Westlake Village	30.1%	$2.3 billion
33	Aire Advisors, LLC	Beverly Hills	29.9%	$271.8 million
34	Integral Wealth Management	Turlock	29.6%	$184.0 million
35	Treehouse Wealth Advisors	Walnut Creek	29.3%	$165.0 million
36	Fort Point Capital Partners LLC	San Francisco	29.1%	$808.3 million
37	Everest Private Wealth	Cupertino	28.8%	$116.0 million
38	Centura Wealth Advisory	San Diego	28.7%	$338.2 million
39	Pasadena Private Wealth, LLC	Pasadena	28.6%	$460.1 million
40	Concentrum Wealth Management	San Jose	28.6%	$280.4 million
41	Warren Street Wealth Advisors, LLC	Irvine	28.3%	$188.4 million
42	Redwood Wealth Management, LLC	Santa Monica	27.7%	$246.0 million
43	Pure Financial Advisors, LLC	San Diego	27.4%	$3.3 billion
44	Oceaniq Capital, LLC	Palo Alto	27.2%	$100.4 million
45	Allworth Financial, L.P.	Folsom	27.1%	$10.1 billion
46	Kinetic Investment Management, Inc.	Los Angeles	26.9%	$136.8 million
47	Ignite Planners LLC	San Clemente	26.8%	$346.4 million
48	Strait & Sound	San Francisco	26.8%	$101.7 million
49	Lewis Asset Management	Lafayette	26.8%	$118.2 million
50	Barnes Wealth Management Group	Bakersfield	26.3%	$148.6 million
51	Citrine Capital	San Francisco	26.0%	$109.0 million
52	Point Olema Capital Partners, L.P.	San Francisco	25.9%	$931.5 million
53	Weinberger Asset Management, Inc	Los Angeles	25.9%	$159.3 million
54	CLG LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Long Beach	25.6%	$359.2 million
55	Angeles Wealth Management, LLC	Santa Monica	25.6%	$900.2 million
56	Measured Risk Portfolios	San Diego	24.8%	$197.5 million
57	Archvest Wealth Advisors, Inc.	Concord	24.7%	$128.4 million
58	Morling Financial Advisors, LLC	Fremont	23.8%	$359.5 million
59	Ats Wealth Management	San Diego	23.7%	$132.6 million
60	De Groote Financial Group, LLC	Thousand Oaks	23.7%	$420.6 million
61	Prudent Investors	Lake Forest	23.5%	$179.3 million
62	Steelpeak Wealth, LLC	Los Angeles	23.5%	$1.4 billion
63	Blakeslee & Blakeslee Financial Advisers Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	San Luis Obispo	23.3%	$148.4 million
64	Tricord Advisors, Inc.	Riverside	23.1%	$152.4 million
65	Acorns	Irvine	23.1%	$4.7 billion
66	Earned Wealth Advisors, LLC	Walnut Creek	23.1%	$1.1 billion
67	Emerson Equity LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	San Mateo	23.0%	$114.1 million
68	Arrowroot Family Office, LLC	Marina del Rey	23.0%	$153.2 million
69	Elevation Wealth Partners, LLC	Walnut Creek	22.8%	$240.4 million
70	Define Financial, LLC	San Diego	22.6%	$113.5 million
71	Westend Capital Management, LLC.	Sausalito	22.5%	$158.1 million
72	Chequers Financial Management LLC	San Francisco	22.2%	$481.4 million
73	Financial Advisors Network, Inc.	Tustin	22.0%	$408.6 million
74	Parallel Advisors, LLC	San Francisco	22.0%	$3.8 billion
75	Intellectus Partners, LLC	San Francisco	21.9%	$1.1 billion
76	Libra Wealth LLC	Los Gatos	21.9%	$237.9 million
77	Willow Grove Advisors, LLC	Berkeley	21.7%	$138.5 million
78	San Luis Wealth Advisors	San Luis Obispo	21.4%	$288.7 million
79	Blue Zone Wealth Advisors, LLC	Los Angeles	21.2%	$294.0 million
80	Dunham Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	San Diego	21.2%	$2.2 billion
81	Myecfo	La Jolla	21.0%	$101.5 million
82	Caldwell Sutter Capital, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Sausalito	20.8%	$235.2 million
83	Stephenson and Company, Inc.	San Clemente	20.8%	$174.0 million
84	Vistica Wealth Advisors, LLC	Carlsbad	20.6%	$101.8 million
85	Spinnaker Investment Group, LLC	Newport Beach	20.6%	$420.1 million
86	Occidental Asset Management, LLC	Burlingame	20.5%	$422.1 million
87	TTP Investments, Inc.	San Jose	20.3%	$226.4 million
88	Sigfig Wealth Management LLC	San Francisco	20.3%	$1.4 billion
89	Vance Wealth	Santa Clarita	20.2%	$356.0 million
90	Knightsbridge Wealth Management	Newport Beach	20.1%	$446.7 million
91	Bakeravenue	San Francisco	20.0%	$2.0 billion
92	Westwood Wealth Management	Los Angeles	20.0%	$120.7 million
93	Orion Capital Management LLC	Coronado	19.7%	$150.7 million
94	Vantage Wealth Management, LLC	San Mateo	19.6%	$458.0 million
95	Stewart Wealth Management, Inc.	San Rafael	19.5%	$238.8 million
96	Elmwood Wealth Management	Berkeley	19.4%	$197.1 million
97	Bridgewealth Advisory Group, LLC	Fresno	19.2%	$360.6 million
98	Griffin Black, LLC	Redwood City	19.2%	$147.5 million
99	Hamilton Wealth, LLC	Los Angeles	19.2%	$289.8 million
100	Premier Wealth Advisors, LLC	San Diego	19.1%	$290.1 million

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.