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For asset managers
AdvisorIQ

Ranking, California

Largest independent RIAs by assets under management in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $326.3 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Edelman Financial Engines Santa Clara $326.3 billion
2 Ieq Capital, LLC Foster City $56.8 billion
3 Beacon Pointe Advisors, LLC Newport Beach $54.9 billion
4 Wealthfront Advisers LLC Palo Alto $47.7 billion
5 EP Wealth Advisors Torrance $45.1 billion
6 Lido Los Angeles $42.5 billion
7 Allworth Financial, L.P. Folsom $33.6 billion
8 Jordan Park Group LLC San Francisco $23.3 billion
9 Seia Los Angeles $22.5 billion
10 Baker Street Advisors, LLC San Francisco $20.8 billion
11 Comprehensive Financial Management LLC Los Gatos $18.5 billion
12 Aspiriant, LLC Los Angeles $18.0 billion
13 Mission Wealth Management, LP Santa Barbara $17.0 billion
14 Farther San Francisco $16.0 billion
15 Concentric Walnut Creek $13.9 billion
16 Acorns Irvine $13.4 billion
17 Alphacore Capital LLC La Jolla $13.0 billion
18 Everett Harris & Co Los Angeles $11.5 billion
19 Perigon Wealth Management, LLC San Francisco $11.3 billion
20 Pure Financial Advisors, LLC San Diego $11.1 billion
21 Parallel Advisors, LLC San Francisco $10.3 billion
22 Main Street Advisors Santa Monica $9.6 billion
23 Composition Wealth, LLC Los Angeles $9.5 billion
24 Axxcess Wealth Management, LLC Carlsbad $8.9 billion
25 Robertson Stephens San Francisco $8.8 billion
26 One Capital Management, LLC Westlake Village $8.5 billion
27 Human Interest Advisors LLC San Francisco $8.1 billion
28 Icg Advisors, LLC Los Angeles $7.9 billion
29 Bailard, Inc. Foster City $7.6 billion
30 Signature Investment Advisors, LLC Los Angeles $6.8 billion
31 NWF Advisory Services Inc Los Angeles $6.4 billion
32 KCM Investment Advisors Greenbrae $6.0 billion
33 Westmount Partners, LLC Los Angeles $5.9 billion
34 Index Fund Advisors, Inc. Irvine $5.9 billion
35 Bakeravenue San Francisco $5.1 billion
36 Destination Wealth Management Walnut Creek $4.9 billion
37 Private Management Group Inc Irvine $4.9 billion
38 Clifford Swan Investment Counselors Pasadena $4.5 billion
39 Sand Hill Global Advisors, LLC Palo Alto $4.4 billion
40 Syon Capital LLC San Francisco $4.4 billion
41 Halbert Hargrove Long Beach $4.2 billion
42 Steelpeak Wealth, LLC Los Angeles $4.1 billion
43 Gerber Kawasaki Wealth & Investment Management Santa Monica $4.1 billion
44 Team Hewins, LLC Foster City $4.0 billion
45 Vernal Point Advisors, LLC San Francisco $3.9 billion
46 Mozaic, LLC Beverly Hills $3.6 billion
47 Sigfig Wealth Management LLC San Francisco $3.6 billion
48 Abacus Wealth Partners Santa Monica $3.6 billion
49 Morton Wealth Calabasas $3.5 billion
50 Frank, Rimerman Advisors LLC Palo Alto $3.4 billion
51 Summitry, LLC Foster City $3.4 billion
52 Monograph Wealth Advisors, LLC Manhattan Beach $3.2 billion
53 Trilogy Capital, Inc. Irvine $3.2 billion
54 Earned Wealth Advisors, LLC Walnut Creek $3.1 billion
55 Intellectus Partners, LLC San Francisco $3.0 billion
56 Cardiff Park Advisors Carlsbad $3.0 billion
57 Point Olema Capital Partners, L.P. San Francisco $2.9 billion
58 Asset Dedication, LLC San Francisco $2.9 billion
59 Fort Point Capital Partners LLC San Francisco $2.9 billion
60 LM Advisors LLC San Diego $2.9 billion
61 Hollencrest Capital Management Newport Beach $2.9 billion
62 Veris Wealth Partners, LLC Oakland $2.9 billion
63 Cooper McManus Irvine $2.9 billion
64 Angeles Wealth Management, LLC Santa Monica $2.8 billion
65 Ohana Advisors San Rafael $2.8 billion
66 A16Z Perennial Management, L.P. Menlo Park $2.8 billion
67 Osborne Partners San Francisco $2.7 billion
68 Checchi Capital Advisers, LLC Beverly Hills $2.6 billion
69 Howard Capital Management Group, LLC Los Angeles $2.6 billion
70 Validus Capital LLC El Segundo $2.5 billion
71 Saratoga Research & Investment Management Saratoga $2.5 billion
72 Perennial Financial Services Los Angeles $2.5 billion
73 Wealth Architects, LLC Mountain View $2.4 billion
74 Sentry Advisors, LLC San Francisco $2.4 billion
75 Check Capital Management Inc Costa Mesa $2.4 billion
76 Gemmer Asset Management LLC Walnut Creek $2.4 billion
77 IFC Advisors LLC Los Angeles $2.3 billion
78 Willow Creek Wealth Management, Inc. Sebastopol $2.3 billion
79 Beacon Coast Partners, LLC San Francisco $2.3 billion
80 Grant Tani Barash & Altman, LLC Beverly Hills $2.3 billion
81 JDL Advisers Newport Beach $2.3 billion
82 California Financial Advisors San Ramon $2.3 billion
83 Oakmont Corporation Los Angeles $2.2 billion
84 Joel R. Mogy Investment Counsel Inc. Beverly Hills $2.2 billion
85 Evolve Private Wealth, LLC Los Angeles $2.1 billion
86 Financial Management Network Inc Mission Viejo $2.1 billion
87 Van Hulzen Financial Advisors El Dorado Hills $2.1 billion
88 Coastedge Partners, LLC San Diego $2.1 billion
89 Natural Investments Windsor $2.0 billion
90 Fairview Capital Greenbrae $2.0 billion
91 JSF Financial, LLC Los Angeles $2.0 billion
92 HCR Wealth Advisors Los Angeles $2.0 billion
93 Falcon Wealth Planning, LLC Ontario $2.0 billion
94 RVW Wealth LLC Los Angeles $1.9 billion
95 Rebalance LLC Palo Alto $1.9 billion
96 Ami Asset Management Corp Los Angeles $1.9 billion
97 Private Wealth Partners, LLC Mill Valley $1.9 billion
98 Resolute Partners Group San Francisco $1.9 billion
99 Main Management, LLC San Francisco $1.9 billion
100 SP Asset Management LLC Cupertino $1.9 billion

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

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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.