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AdvisorIQ

Ranking, California

Fastest-growing wealth firms over one year, including broker-dealer firms in California

As of October 2, 2026, Salem Partners Wealth Management, LLC ranked #1 in California in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 262.2%, from a base of $413.3 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Salem Partners Wealth Management, LLC Los Angeles 262.2% $413.3 million
2 Elyxium Wealth LLC Beverly Hills 206.9% $452.7 million
3 Thepartners Wealth Management Carmel by the Sea 160.5% $454.5 million
4 Intellectus Partners, LLC San Francisco 132.9% $1.3 billion
5 Foundry Financial LLC Pasadena 122.2% $104.7 million
6 Alphacore Capital LLC La Jolla 113.8% $6.1 billion
7 Farther San Francisco 112.8% $7.5 billion
8 Torren Management, LLC San Diego 111.0% $177.0 million
9 Vistica Wealth Advisors, LLC Carlsbad 97.6% $131.6 million
10 Inflection Capital Management, LLC San Francisco 94.0% $188.5 million
11 Sivia Capital Partners, LLC Mill Valley 93.3% $640.8 million
12 Davidson Kahn Capital Management, LLC Sherman Oaks 93.1% $215.2 million
13 Grant Private Wealth Management Pleasanton 90.5% $133.9 million
14 Oceaniq Capital, LLC Palo Alto 84.3% $181.3 million
15 Superior Planning Wealth Management & Family Office San Diego 82.0% $192.1 million
16 Concentric Walnut Creek 81.4% $7.7 billion
17 Lewis Asset Management Lafayette 80.6% $214.3 million
18 Flatrock Wealth Partners LLC Newport Beach 79.7% $232.4 million
19 Alpha Solutions Investment Advisors South San Francisco 78.3% $261.5 million
20 Redwood Wealth Management, LLC Santa Monica 69.8% $493.0 million
21 Thryve Wealth Management Santa Barbara 69.7% $179.1 million
22 Mission Wealth Management, LP Santa Barbara 69.6% $10.0 billion
23 Encompass More Asset Management LLC Danville 69.3% $581.9 million
24 Falcon Wealth Planning, LLC Ontario 68.7% $1.2 billion
25 NWF Advisory Services Inc Los Angeles 68.0% $3.8 billion
26 Lavelle Capital San Francisco 66.4% $305.5 million
27 Tricord Advisors, Inc. Riverside 64.9% $261.7 million
28 Elemental Capital Partners LLC San Francisco 64.7% $117.2 million
29 B.B. Graham & Company, Inc. Broker-dealer affiliated Orange 64.0% $196.1 million
30 International Asset Management San Mateo 63.3% $106.0 million
31 Earned Wealth Advisors, LLC Walnut Creek 62.0% $1.9 billion
32 De Groote Financial Group, LLC Thousand Oaks 62.0% $750.6 million
33 Fiduciary Financial Group, LLC San Rafael 60.9% $698.0 million
34 Ieq Capital, LLC Foster City 60.4% $35.4 billion
35 Ivanoff Wealth Management Inc. Cypress 59.3% $109.2 million
36 Delta Accumulation, LLC Sausalito 58.1% $210.0 million
37 IFC Auburn 57.3% $110.3 million
38 Centura Wealth Advisory San Diego 55.5% $769.1 million
39 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego 53.8% $2.5 billion
40 Total Wealth Services, LLC Westlake Village 53.5% $121.2 million
41 A16Z Perennial Management, L.P. Menlo Park 51.6% $1.8 billion
42 Delarme Wealth Management, Inc. Palos Verdes Estates 51.4% $169.5 million
43 Mosley Wealth Management, Inc. Anaheim 50.9% $185.1 million
44 Miller Avenue Advisors LLC Mill Valley 50.8% $186.5 million
45 Measured Risk Portfolios San Diego 49.3% $400.0 million
46 Syon Capital LLC San Francisco 49.3% $2.9 billion
47 Altura Wealth Advisors Inc. Santa Clara 48.0% $169.0 million
48 RVW Wealth LLC Los Angeles 47.5% $1.3 billion
49 Diversifi Capital Inc Los Altos 46.9% $456.9 million
50 Western Financial Corporation San Diego 46.7% $282.5 million
51 Natural Bridges Financial Advisors Santa Cruz 46.5% $106.3 million
52 Lido Los Angeles 46.2% $29.1 billion
53 Fort Point Capital Partners LLC San Francisco 44.5% $2.0 billion
54 Orion Capital Management LLC Coronado 44.5% $256.7 million
55 Point Olema Capital Partners, L.P. San Francisco 44.4% $2.0 billion
56 Premier Wealth Advisors, LLC San Diego 43.8% $483.2 million
57 Carey Wealth Management San Ramon 43.8% $155.0 million
58 Elmwood Wealth Management Berkeley 43.7% $332.6 million
59 Vernal Point Advisors, LLC San Francisco 43.6% $2.7 billion
60 Stephenson and Company, Inc. San Clemente 43.4% $311.8 million
61 Warren Street Wealth Advisors, LLC Irvine 43.3% $457.8 million
62 Sovran Advisors, LLC San Diego 43.2% $1.3 billion
63 One Degree Advisors, Inc. San Diego 43.2% $341.6 million
64 Kanani Advisory Group Inc. Irvine 43.0% $201.5 million
65 Sterling Retirement Group of Sacramento Roseville 42.9% $177.0 million
66 Tortuga Wealth Management Torrance 42.9% $156.0 million
67 Twin Peaks Wealth Advisors San Francisco 42.5% $410.4 million
68 Orcam Financial Group, LLC Encinitas 41.9% $168.3 million
69 Clear Retirement Advice LLC San Mateo 41.8% $108.2 million
70 Cruden Bay Investment Management, LLC Westlake Village 41.8% $467.7 million
71 Bulman Wealth Group Roseville 41.1% $200.6 million
72 My Portfolio Guide, LLC Seal Beach 41.1% $142.5 million
73 Composition Wealth, LLC Los Angeles 41.1% $6.7 billion
74 Pathways Advisory Group, Inc. Fresno 40.9% $275.7 million
75 Equanimity Financial Partners Pasadena 40.5% $166.8 million
76 Windward Capital Management Co Los Angeles 40.3% $1.3 billion
77 Axxcess Wealth Management, LLC Carlsbad 40.3% $6.3 billion
78 Canter Wealth La Jolla 40.1% $275.8 million
79 Dew Point Capital Los Angeles 40.0% $366.6 million
80 Stone Steps Financial, LLC Encinitas 39.0% $105.4 million
81 Sofi Wealth LLC Broker-dealer affiliated San Francisco 38.8% $1.5 billion
82 Cypress Wealth Services, LLC Broker-dealer affiliated Palm Desert 38.7% $965.5 million
83 Nri Wealth Management, LLC Santa Clara 38.6% $223.6 million
84 Morling Financial Advisors, LLC Fremont 38.6% $755.7 million
85 Tempus Wealth Planning, LLC Irvine 38.1% $506.5 million
86 Pure Financial Advisors, LLC San Diego 37.8% $8.0 billion
87 Beacon Pointe Advisors, LLC Newport Beach 37.7% $39.8 billion
88 Qca Capital Management Inc Broker-dealer affiliated Los Angeles 37.3% $183.8 million
89 Blakeslee & Blakeslee Financial Advisers Inc. Broker-dealer affiliated San Luis Obispo 37.1% $308.5 million
90 Advanced Portfolio Strategies Torrance 37.0% $158.7 million
91 Waverley Wealth Management LLC Mountain View 36.8% $147.1 million
92 Zermatt Wealth Partners San Diego 36.5% $116.0 million
93 Blue Zone Wealth Advisors, LLC Los Angeles 36.3% $564.8 million
94 MH & Associates Securities Management Corporation Carlsbad 36.3% $146.9 million
95 Dedicated Capital Advisors, LLC San Francisco 36.3% $119.2 million
96 Newport Wealth Advisors, Inc. Broker-dealer affiliated Newport Beach 35.9% $193.3 million
97 Team Wealth & Tax Advisors Temecula 35.1% $185.8 million
98 Prattes Wealth Partners Newport Beach 35.1% $180.3 million
99 Libra Wealth LLC Los Gatos 35.1% $473.7 million
100 Bakeravenue San Francisco 34.9% $3.8 billion

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

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Fastest growing 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.