# Fastest-growing independent RIAs over one year in California

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

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 131359, firm: Salem Partners Wealth Management, LLC, city: Los Angeles, state: CA, value: 2.62199821712424, base_value: 413344561, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131359/; rank: 2, crd: 328603, firm: Elyxium Wealth LLC, city: Beverly Hills, state: CA, value: 2.06880510256054, base_value: 452733952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328603/; rank: 3, crd: 314816, firm: Thepartners Wealth Management, city: Carmel by the Sea, state: CA, value: 1.6048471167408, base_value: 454537144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314816/; rank: 4, crd: 173140, firm: Intellectus Partners, LLC, city: San Francisco, state: CA, value: 1.32885951466318, base_value: 1278913181, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173140/; rank: 5, crd: 300122, firm: Foundry Financial LLC, city: Pasadena, state: CA, value: 1.22154712674415, base_value: 104707000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300122/; rank: 6, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 1.1381892457972, base_value: 6060926747, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 7, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 1.12792591596664, base_value: 7523810877, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 8, crd: 329263, firm: Torren Management, LLC, city: San Diego, state: CA, value: 1.1104272152749, base_value: 176977731, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329263/; rank: 9, crd: 147297, firm: Vistica Wealth Advisors, LLC, city: Carlsbad, state: CA, value: 0.976050607512209, base_value: 131647807, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147297/; rank: 10, crd: 333157, firm: Inflection Capital Management, LLC, city: San Francisco, state: CA, value: 0.940035905537633, base_value: 188452825, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333157/; rank: 11, crd: 170413, firm: Sivia Capital Partners, LLC, city: Mill Valley, state: CA, value: 0.933481189273124, base_value: 640807082, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170413/; rank: 12, crd: 290062, firm: Davidson Kahn Capital Management, LLC, city: Sherman Oaks, state: CA, value: 0.930936565870226, base_value: 215177209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290062/; rank: 13, crd: 292917, firm: Grant Private Wealth Management, city: Pleasanton, state: CA, value: 0.904578624620004, base_value: 133883000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292917/; rank: 14, crd: 168062, firm: Oceaniq Capital, LLC, city: Palo Alto, state: CA, value: 0.843116433820807, base_value: 181307569, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168062/; rank: 15, crd: 130711, firm: Superior Planning Wealth Management & Family Office, city: San Diego, state: CA, value: 0.819964017363784, base_value: 192065972, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130711/; rank: 16, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 0.814055089663154, base_value: 7668325922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 17, crd: 143409, firm: Lewis Asset Management, city: Lafayette, state: CA, value: 0.805982379154073, base_value: 214315704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143409/; rank: 18, crd: 321777, firm: Flatrock Wealth Partners LLC, city: Newport Beach, state: CA, value: 0.796872840949954, base_value: 232393872, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321777/; rank: 19, crd: 156541, firm: Alpha Solutions Investment Advisors, city: South San Francisco, state: CA, value: 0.783369606571652, base_value: 261468246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156541/; rank: 20, crd: 173916, firm: Redwood Wealth Management, LLC, city: Santa Monica, state: CA, value: 0.697720255578093, base_value: 493000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173916/; rank: 21, crd: 335920, firm: Thryve Wealth Management, city: Santa Barbara, state: CA, value: 0.697391288033421, base_value: 179089530, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335920/; rank: 22, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 0.696073682367582, base_value: 10024060630, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 23, crd: 322382, firm: Encompass More Asset Management LLC, city: Danville, state: CA, value: 0.692505849701844, base_value: 581910000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322382/; rank: 24, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 0.686848258609747, base_value: 1159538045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 25, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 0.680096285016218, base_value: 3824876751, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 26, crd: 316754, firm: Lavelle Capital, city: San Francisco, state: CA, value: 0.663568692590549, base_value: 305488246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316754/; rank: 27, crd: 155749, firm: Tricord Advisors, Inc., city: Riverside, state: CA, value: 0.649163343903373, base_value: 261667250, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155749/; rank: 28, crd: 283897, firm: Elemental Capital Partners LLC, city: San Francisco, state: CA, value: 0.647202971148424, base_value: 117221744, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283897/; rank: 29, crd: 123418, firm: International Asset Management, city: San Mateo, state: CA, value: 0.633, base_value: 106000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123418/; rank: 30, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 0.620429835350257, base_value: 1916730533, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 31, crd: 168178, firm: De Groote Financial Group, LLC, city: Thousand Oaks, state: CA, value: 0.619911187161479, base_value: 750623008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168178/; rank: 32, crd: 285681, firm: Fiduciary Financial Group, LLC, city: San Rafael, state: CA, value: 0.608682208208006, base_value: 698027720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285681/; rank: 33, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 0.60444367679442, base_value: 35380260418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 34, crd: 325275, firm: Ivanoff Wealth Management Inc., city: Cypress, state: CA, value: 0.593080993153297, base_value: 109202638, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325275/; rank: 35, crd: 286434, firm: Delta Accumulation, LLC, city: Sausalito, state: CA, value: 0.581292114054951, base_value: 210017327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286434/; rank: 36, crd: 283976, firm: IFC, city: Auburn, state: CA, value: 0.572685622048172, base_value: 110292865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283976/; rank: 37, crd: 296985, firm: Centura Wealth Advisory, city: San Diego, state: CA, value: 0.55475325333984, base_value: 769086884, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296985/; rank: 38, crd: 331833, firm: Total Wealth Services, LLC, city: Westlake Village, state: CA, value: 0.534944640272305, base_value: 121228920, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331833/; rank: 39, crd: 324429, firm: A16Z Perennial Management, L.P., city: Menlo Park, state: CA, value: 0.515839891013084, base_value: 1816461709, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324429/; rank: 40, crd: 328372, firm: Delarme Wealth Management, Inc., city: Palos Verdes Estates, state: CA, value: 0.513527729523015, base_value: 169472046, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328372/; rank: 41, crd: 318592, firm: Mosley Wealth Management, Inc., city: Anaheim, state: CA, value: 0.509334252019995, base_value: 185148365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318592/; rank: 42, crd: 313523, firm: Miller Avenue Advisors LLC, city: Mill Valley, state: CA, value: 0.508032512682062, base_value: 186498056, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313523/; rank: 43, crd: 141422, firm: Measured Risk Portfolios, city: San Diego, state: CA, value: 0.493132379130496, base_value: 399968279, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141422/; rank: 44, crd: 322776, firm: Syon Capital LLC, city: San Francisco, state: CA, value: 0.493013918571417, base_value: 2933416209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322776/; rank: 45, crd: 309501, firm: Altura Wealth Advisors Inc., city: Santa Clara, state: CA, value: 0.479830541222237, base_value: 169006766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309501/; rank: 46, crd: 140451, firm: RVW Wealth LLC, city: Los Angeles, state: CA, value: 0.475254759269106, base_value: 1312705819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140451/; rank: 47, crd: 242788, firm: Diversifi Capital Inc, city: Los Altos, state: CA, value: 0.469396966779008, base_value: 456940000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/242788/; rank: 48, crd: 6118, firm: Western Financial Corporation, city: San Diego, state: CA, value: 0.467083703995061, base_value: 282495895, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/6118/; rank: 49, crd: 148056, firm: Natural Bridges Financial Advisors, city: Santa Cruz, state: CA, value: 0.465239384916309, base_value: 106322572, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148056/; rank: 50, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 0.46163956233688, base_value: 29080337946, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 51, crd: 146759, firm: Fort Point Capital Partners LLC, city: San Francisco, state: CA, value: 0.445323030462211, base_value: 2002678000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146759/; rank: 52, crd: 119428, firm: Orion Capital Management LLC, city: Coronado, state: CA, value: 0.445079813462826, base_value: 256676559, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119428/; rank: 53, crd: 304303, firm: Point Olema Capital Partners, L.P., city: San Francisco, state: CA, value: 0.444329879306384, base_value: 2041140608, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304303/; rank: 54, crd: 285510, firm: Premier Wealth Advisors, LLC, city: San Diego, state: CA, value: 0.438194618507755, base_value: 483173492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285510/; rank: 55, crd: 173885, firm: Carey Wealth Management, city: San Ramon, state: CA, value: 0.437628234079618, base_value: 154990000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173885/; rank: 56, crd: 165639, firm: Elmwood Wealth Management, city: Berkeley, state: CA, value: 0.43680899820151, base_value: 332630737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165639/; rank: 57, crd: 166587, firm: Vernal Point Advisors, LLC, city: San Francisco, state: CA, value: 0.436335120545647, base_value: 2741700000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166587/; rank: 58, crd: 111453, firm: Stephenson and Company, Inc., city: San Clemente, state: CA, value: 0.433620591706908, base_value: 311784935, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111453/; rank: 59, crd: 173447, firm: Warren Street Wealth Advisors, LLC, city: Irvine, state: CA, value: 0.433243864598382, base_value: 457771459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173447/; rank: 60, crd: 329415, firm: Sovran Advisors, LLC, city: San Diego, state: CA, value: 0.432311237892699, base_value: 1308617291, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329415/; rank: 61, crd: 170392, firm: One Degree Advisors, Inc., city: San Diego, state: CA, value: 0.431758081999271, base_value: 341552988, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170392/; rank: 62, crd: 288314, firm: Kanani Advisory Group Inc., city: Irvine, state: CA, value: 0.429997975673985, base_value: 201509044, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288314/; rank: 63, crd: 168397, firm: Sterling Retirement Group of Sacramento, city: Roseville, state: CA, value: 0.429378531073446, base_value: 177000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168397/; rank: 64, crd: 153737, firm: Tortuga Wealth Management, city: Torrance, state: CA, value: 0.4286725267909, base_value: 156006704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153737/; rank: 65, crd: 323817, firm: Twin Peaks Wealth Advisors, city: San Francisco, state: CA, value: 0.424922901601535, base_value: 410400224, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323817/; rank: 66, crd: 164874, firm: Orcam Financial Group, LLC, city: Encinitas, state: CA, value: 0.41941424582665, base_value: 168330000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164874/; rank: 67, crd: 292667, firm: Clear Retirement Advice LLC, city: San Mateo, state: CA, value: 0.418308832217763, base_value: 108156980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292667/; rank: 68, crd: 284787, firm: Cruden Bay Investment Management, LLC, city: Westlake Village, state: CA, value: 0.417702419970743, base_value: 467699208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284787/; rank: 69, crd: 313552, firm: Bulman Wealth Group, city: Roseville, state: CA, value: 0.410861313165602, base_value: 200597015, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313552/; rank: 70, crd: 153188, firm: My Portfolio Guide, LLC, city: Seal Beach, state: CA, value: 0.410820775338101, base_value: 142461566, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153188/; rank: 71, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 0.41056202656936, base_value: 6714187844, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 72, crd: 143817, firm: Pathways Advisory Group, Inc., city: Fresno, state: CA, value: 0.409104620630494, base_value: 275690147, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143817/; rank: 73, crd: 152050, firm: Equanimity Financial Partners, city: Pasadena, state: CA, value: 0.40487939418286, base_value: 166783000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152050/; rank: 74, crd: 106908, firm: Windward Capital Management Co, city: Los Angeles, state: CA, value: 0.403299696907092, base_value: 1326123739, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106908/; rank: 75, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 0.402787210738323, base_value: 6329396180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 76, crd: 167828, firm: Canter Wealth, city: La Jolla, state: CA, value: 0.401044421932911, base_value: 275846754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167828/; rank: 77, crd: 305010, firm: Dew Point Capital, city: Los Angeles, state: CA, value: 0.399876938938606, base_value: 366631000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305010/; rank: 78, crd: 175289, firm: Stone Steps Financial, LLC, city: Encinitas, state: CA, value: 0.390490502815448, base_value: 105420190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175289/; rank: 79, crd: 162234, firm: Nri Wealth Management, LLC, city: Santa Clara, state: CA, value: 0.385691980660611, base_value: 223601473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162234/; rank: 80, crd: 111819, firm: Morling Financial Advisors, LLC, city: Fremont, state: CA, value: 0.385509030998842, base_value: 755720449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111819/; rank: 81, crd: 285349, firm: Tempus Wealth Planning, LLC, city: Irvine, state: CA, value: 0.380776053775229, base_value: 506514848, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285349/; rank: 82, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 0.377756782398317, base_value: 8023229867, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 83, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 0.377331046098119, base_value: 39839757384, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 84, crd: 284697, firm: Advanced Portfolio Strategies, city: Torrance, state: CA, value: 0.369721787581844, base_value: 158722534, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284697/; rank: 85, crd: 156023, firm: Waverley Wealth Management LLC, city: Mountain View, state: CA, value: 0.367787448046028, base_value: 147063828, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156023/; rank: 86, crd: 105736, firm: Zermatt Wealth Partners, city: San Diego, state: CA, value: 0.36493223747493, base_value: 116022167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105736/; rank: 87, crd: 305943, firm: Blue Zone Wealth Advisors, LLC, city: Los Angeles, state: CA, value: 0.363343938494717, base_value: 564760854, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305943/; rank: 88, crd: 110516, firm: MH & Associates Securities Management Corporation, city: Carlsbad, state: CA, value: 0.362974199776527, base_value: 146894154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110516/; rank: 89, crd: 168132, firm: Dedicated Capital Advisors, LLC, city: San Francisco, state: CA, value: 0.362694137855294, base_value: 119226876, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168132/; rank: 90, crd: 309411, firm: Team Wealth & Tax Advisors, city: Temecula, state: CA, value: 0.351047289683407, base_value: 185822369, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309411/; rank: 91, crd: 298746, firm: Prattes Wealth Partners, city: Newport Beach, state: CA, value: 0.350867459649362, base_value: 180293804, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298746/; rank: 92, crd: 288098, firm: Libra Wealth LLC, city: Los Gatos, state: CA, value: 0.35076797335755, base_value: 473688568, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288098/; rank: 93, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 0.348718447443857, base_value: 3771014366, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 94, crd: 300332, firm: Dai Advisors, city: Menlo Park, state: CA, value: 0.348526746638133, base_value: 244444852, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300332/; rank: 95, crd: 168650, firm: Occidental Asset Management, LLC, city: Burlingame, state: CA, value: 0.346304533199808, base_value: 796083948, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168650/; rank: 96, crd: 328790, firm: Avise Financial, city: Los Angeles, state: CA, value: 0.345708681554727, base_value: 125910558, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328790/; rank: 97, crd: 169481, firm: Hippocratic Financial Advisors, city: Westlake Village, state: CA, value: 0.34530651713215, base_value: 170227989, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169481/; rank: 98, crd: 281775, firm: Gordian Wealth Advisors, LLC, city: Mill Valley, state: CA, value: 0.344013766496769, base_value: 363578918, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281775/; rank: 99, crd: 327611, firm: Tidemark, LLC, city: San Diego, state: CA, value: 0.342306958347228, base_value: 344558488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327611/; rank: 100, crd: 110347, firm: Knightsbridge Wealth Management, city: Newport Beach, state: CA, value: 0.341957205898427, base_value: 833486922, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110347/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/california/

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