# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/california/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 0.655063177088612, base_value: 1043547674, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 2, crd: 269875, firm: Human Interest Advisors LLC, city: San Francisco, state: CA, value: 0.494841629463439, base_value: 1085821213, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269875/; rank: 3, crd: 301924, firm: Keystone Private Wealth, city: Palm Desert, state: CA, value: 0.433259213070006, base_value: 142300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301924/; rank: 4, crd: 283630, firm: Manhattan West Asset Management, LLC, city: Los Angeles, state: CA, value: 0.416163994704722, base_value: 204308517, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283630/; rank: 5, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 0.407588555642583, base_value: 7692386606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 6, crd: 131359, firm: Salem Partners Wealth Management, LLC, city: Los Angeles, state: CA, value: 0.3960525674678, base_value: 282326472, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131359/; rank: 7, crd: 305614, firm: Fermata Advisors, city: Sonoma, state: CA, value: 0.387093237321135, base_value: 196607079, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305614/; rank: 8, crd: 297852, firm: Curated Wealth Partners, LLC, city: El Segundo, state: CA, value: 0.381950507185916, base_value: 349577487, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297852/; rank: 9, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 0.374001821770735, base_value: 11591748729, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 10, crd: 305010, firm: Dew Point Capital, city: Los Angeles, state: CA, value: 0.369909291506799, base_value: 106380000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305010/; rank: 11, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 0.369640889218689, base_value: 518414699, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 12, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 0.366994335630082, base_value: 2366000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 13, crd: 242788, firm: Diversifi Capital Inc, city: Los Altos, state: CA, value: 0.365213294104027, base_value: 141578000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/242788/; rank: 14, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 0.364101200112848, base_value: 414121773, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 15, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 0.36306322811419, base_value: 2012823371, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 16, crd: 285681, firm: Fiduciary Financial Group, LLC, city: San Rafael, state: CA, value: 0.357024250885284, base_value: 244008460, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285681/; rank: 17, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 0.354746968640699, base_value: 3725610600, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 18, crd: 170413, firm: Sivia Capital Partners, LLC, city: Mill Valley, state: CA, value: 0.352245772980126, base_value: 274024309, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170413/; rank: 19, crd: 284712, firm: Highline Wealth Partners, city: Sherman Oaks, state: CA, value: 0.348548963953986, base_value: 194601840, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284712/; rank: 20, crd: 127383, firm: Confidence Wealth Management, Inc., city: Los Angeles, state: CA, value: 0.348289705147908, base_value: 101905506, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127383/; rank: 21, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 0.345528874829923, base_value: 12441991820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 22, crd: 285349, firm: Tempus Wealth Planning, LLC, city: Irvine, state: CA, value: 0.33860149268192, base_value: 162726732, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285349/; rank: 23, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 0.334640868703932, base_value: 2096679172, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 24, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 0.331225887164096, base_value: 2096245335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 25, crd: 166587, firm: Vernal Point Advisors, LLC, city: San Francisco, state: CA, value: 0.326207760563012, base_value: 959882087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166587/; rank: 26, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 0.320944775542017, base_value: 11225000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 27, crd: 313829, firm: Sierra Ocean, LLC, city: Ripon, state: CA, value: 0.317847792410886, base_value: 137000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313829/; rank: 28, crd: 153256, firm: Select Money Management, Inc., city: Los Angeles, state: CA, value: 0.310403592728504, base_value: 467051183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153256/; rank: 29, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 0.30724679296569, base_value: 1683308404, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 30, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 0.301192711123241, base_value: 2285784379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 31, crd: 307450, firm: Aire Advisors, LLC, city: Beverly Hills, state: CA, value: 0.299327669123358, base_value: 271764124, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307450/; rank: 32, crd: 146569, firm: Integral Wealth Management, city: Turlock, state: CA, value: 0.296461946395306, base_value: 183992830, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146569/; rank: 33, crd: 292016, firm: Treehouse Wealth Advisors, city: Walnut Creek, state: CA, value: 0.293275731649051, base_value: 165029230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292016/; rank: 34, crd: 146759, firm: Fort Point Capital Partners LLC, city: San Francisco, state: CA, value: 0.290640602296683, base_value: 808256922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146759/; rank: 35, crd: 142945, firm: Everest Private Wealth, city: Cupertino, state: CA, value: 0.287756035146859, base_value: 116000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142945/; rank: 36, crd: 296985, firm: Centura Wealth Advisory, city: San Diego, state: CA, value: 0.287324352429365, base_value: 338218185, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296985/; rank: 37, crd: 295178, firm: Pasadena Private Wealth, LLC, city: Pasadena, state: CA, value: 0.286362582170729, base_value: 460112873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295178/; rank: 38, crd: 167151, firm: Concentrum Wealth Management, city: San Jose, state: CA, value: 0.286130462072899, base_value: 280403391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167151/; rank: 39, crd: 173447, firm: Warren Street Wealth Advisors, LLC, city: Irvine, state: CA, value: 0.283419090184014, base_value: 188419709, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173447/; rank: 40, crd: 173916, firm: Redwood Wealth Management, LLC, city: Santa Monica, state: CA, value: 0.277484350103347, base_value: 246000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173916/; rank: 41, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 0.274152891477528, base_value: 3291653194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 42, crd: 168062, firm: Oceaniq Capital, LLC, city: Palo Alto, state: CA, value: 0.271762751184759, base_value: 100447285, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168062/; rank: 43, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 0.270936448722965, base_value: 10118711655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 44, crd: 283034, firm: Kinetic Investment Management, Inc., city: Los Angeles, state: CA, value: 0.269378008036749, base_value: 136819333, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283034/; rank: 45, crd: 289797, firm: Ignite Planners LLC, city: San Clemente, state: CA, value: 0.268295950621565, base_value: 346447174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289797/; rank: 46, crd: 309306, firm: Strait & Sound, city: San Francisco, state: CA, value: 0.268242418131316, base_value: 101713459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309306/; rank: 47, crd: 143409, firm: Lewis Asset Management, city: Lafayette, state: CA, value: 0.26780332819897, base_value: 118170226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143409/; rank: 48, crd: 132189, firm: Barnes Wealth Management Group, city: Bakersfield, state: CA, value: 0.262730385923761, base_value: 148648095, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132189/; rank: 49, crd: 171735, firm: Citrine Capital, city: San Francisco, state: CA, value: 0.260345307592074, base_value: 109022110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171735/; rank: 50, crd: 304303, firm: Point Olema Capital Partners, L.P., city: San Francisco, state: CA, value: 0.259140127075735, base_value: 931470266, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304303/; rank: 51, crd: 106176, firm: Weinberger Asset Management, Inc, city: Los Angeles, state: CA, value: 0.258783419681908, base_value: 159331713, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106176/; rank: 52, crd: 159952, firm: Angeles Wealth Management, LLC, city: Santa Monica, state: CA, value: 0.25569578962903, base_value: 900220177, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159952/; rank: 53, crd: 141422, firm: Measured Risk Portfolios, city: San Diego, state: CA, value: 0.247663734245746, base_value: 197531383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141422/; rank: 54, crd: 172087, firm: Archvest Wealth Advisors, Inc., city: Concord, state: CA, value: 0.246990136823457, base_value: 128350000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172087/; rank: 55, crd: 111819, firm: Morling Financial Advisors, LLC, city: Fremont, state: CA, value: 0.238355919794304, base_value: 359536604, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111819/; rank: 56, crd: 137705, firm: Ats Wealth Management, city: San Diego, state: CA, value: 0.236713155631737, base_value: 132587205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137705/; rank: 57, crd: 168178, firm: De Groote Financial Group, LLC, city: Thousand Oaks, state: CA, value: 0.236532866155813, base_value: 420615000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168178/; rank: 58, crd: 127284, firm: Prudent Investors, city: Lake Forest, state: CA, value: 0.235319111153763, base_value: 179301983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127284/; rank: 59, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 0.235124387451727, base_value: 1443090044, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 60, crd: 155749, firm: Tricord Advisors, Inc., city: Riverside, state: CA, value: 0.23135205808017, base_value: 152441018, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155749/; rank: 61, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 0.230959586889232, base_value: 4736342917, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 62, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 0.230624394548636, base_value: 1100433221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 63, crd: 168744, firm: Arrowroot Family Office, LLC, city: Marina del Rey, state: CA, value: 0.229594556267132, base_value: 153232009, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168744/; rank: 64, crd: 123971, firm: Elevation Wealth Partners, LLC, city: Walnut Creek, state: CA, value: 0.227764961041903, base_value: 240427038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123971/; rank: 65, crd: 286648, firm: Define Financial, LLC, city: San Diego, state: CA, value: 0.226226252830728, base_value: 113489521, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286648/; rank: 66, crd: 120545, firm: Westend Capital Management, LLC., city: Sausalito, state: CA, value: 0.225120941004114, base_value: 158056900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120545/; rank: 67, crd: 175209, firm: Chequers Financial Management LLC, city: San Francisco, state: CA, value: 0.222456782692213, base_value: 481438258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175209/; rank: 68, crd: 152083, firm: Financial Advisors Network, Inc., city: Tustin, state: CA, value: 0.220355836632687, base_value: 408639330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152083/; rank: 69, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 0.220140664617157, base_value: 3811586295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 70, crd: 173140, firm: Intellectus Partners, LLC, city: San Francisco, state: CA, value: 0.219457748948241, base_value: 1104461460, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173140/; rank: 71, crd: 288098, firm: Libra Wealth LLC, city: Los Gatos, state: CA, value: 0.218769859129358, base_value: 237938726, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288098/; rank: 72, crd: 151993, firm: Willow Grove Advisors, LLC, city: Berkeley, state: CA, value: 0.217090411229123, base_value: 138462913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151993/; rank: 73, crd: 309506, firm: San Luis Wealth Advisors, city: San Luis Obispo, state: CA, value: 0.213624791405534, base_value: 288673603, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309506/; rank: 74, crd: 305943, firm: Blue Zone Wealth Advisors, LLC, city: Los Angeles, state: CA, value: 0.212360329131837, base_value: 293975700, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305943/; rank: 75, crd: 166919, firm: Myecfo, city: La Jolla, state: CA, value: 0.21013853282052, base_value: 101486400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166919/; rank: 76, crd: 111453, firm: Stephenson and Company, Inc., city: San Clemente, state: CA, value: 0.207688958142502, base_value: 173985830, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111453/; rank: 77, crd: 147297, firm: Vistica Wealth Advisors, LLC, city: Carlsbad, state: CA, value: 0.206332978670997, base_value: 101829987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147297/; rank: 78, crd: 283414, firm: Spinnaker Investment Group, LLC, city: Newport Beach, state: CA, value: 0.20624004424241, base_value: 420117791, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283414/; rank: 79, crd: 168650, firm: Occidental Asset Management, LLC, city: Burlingame, state: CA, value: 0.204870200304281, base_value: 422085914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168650/; rank: 80, crd: 284082, firm: TTP Investments, Inc., city: San Jose, state: CA, value: 0.203016464923645, base_value: 226449066, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284082/; rank: 81, crd: 158823, firm: Sigfig Wealth Management LLC, city: San Francisco, state: CA, value: 0.202840552982803, base_value: 1422144400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158823/; rank: 82, crd: 310162, firm: Vance Wealth, city: Santa Clarita, state: CA, value: 0.202109988994319, base_value: 355962567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310162/; rank: 83, crd: 110347, firm: Knightsbridge Wealth Management, city: Newport Beach, state: CA, value: 0.201493430464481, base_value: 446714916, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110347/; rank: 84, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 0.200491126382825, base_value: 2039786501, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 85, crd: 290658, firm: Westwood Wealth Management, city: Los Angeles, state: CA, value: 0.200109029015377, base_value: 120665460, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290658/; rank: 86, crd: 119428, firm: Orion Capital Management LLC, city: Coronado, state: CA, value: 0.197461327375221, base_value: 150650494, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119428/; rank: 87, crd: 152374, firm: Vantage Wealth Management, LLC, city: San Mateo, state: CA, value: 0.196476590168173, base_value: 458000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152374/; rank: 88, crd: 143425, firm: Stewart Wealth Management, Inc., city: San Rafael, state: CA, value: 0.194809292140588, base_value: 238829651, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143425/; rank: 89, crd: 165639, firm: Elmwood Wealth Management, city: Berkeley, state: CA, value: 0.193780759373345, base_value: 197123564, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165639/; rank: 90, crd: 293514, firm: Bridgewealth Advisory Group, LLC, city: Fresno, state: CA, value: 0.192345203294819, base_value: 360554511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293514/; rank: 91, crd: 134684, firm: Griffin Black, LLC, city: Redwood City, state: CA, value: 0.192325878510321, base_value: 147531179, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134684/; rank: 92, crd: 289462, firm: Hamilton Wealth, LLC, city: Los Angeles, state: CA, value: 0.192159708092028, base_value: 289784419, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289462/; rank: 93, crd: 285510, firm: Premier Wealth Advisors, LLC, city: San Diego, state: CA, value: 0.190864450980162, base_value: 290141000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285510/; rank: 94, crd: 271039, firm: Seaside Wealth Management, Inc., city: Carlsbad, state: CA, value: 0.190051128162144, base_value: 192421124, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/271039/; rank: 95, crd: 153991, firm: Tamar Securities, LLC, city: Woodland Hills, state: CA, value: 0.18960674975509, base_value: 638713258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153991/; rank: 96, crd: 164874, firm: Orcam Financial Group, LLC, city: Encinitas, state: CA, value: 0.189040356745109, base_value: 100528154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164874/; rank: 97, crd: 285538, firm: Topel & Distasi Wealth Management, LLC, city: Berkeley, state: CA, value: 0.18840387475786, base_value: 131670000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285538/; rank: 98, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 0.187701495987401, base_value: 1206968189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 99, crd: 296866, firm: Village Wealth Advisors, city: Westlake Village, state: CA, value: 0.186842870121162, base_value: 109521365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296866/; rank: 100, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 0.186340509590242, base_value: 1366034794, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [RIA market data for California](https://advisoriq.com/ria/states/california/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/california/

License: https://advisoriq.com/license/