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For asset managers
AdvisorIQ

Ranking, California

Largest wealth firms by assets under management, including broker-dealer firms in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $326.3 billion.

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

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 Capital Group Private Client Services, Inc. Broker-dealer affiliated Los Angeles $48.4 billion
5 Wealthfront Advisers LLC Palo Alto $47.7 billion
6 EP Wealth Advisors Torrance $45.1 billion
7 Lido Los Angeles $42.5 billion
8 Allworth Financial, L.P. Folsom $33.6 billion
9 Jordan Park Group LLC San Francisco $23.3 billion
10 Seia Los Angeles $22.5 billion
11 Baker Street Advisors, LLC San Francisco $20.8 billion
12 Comprehensive Financial Management LLC Los Gatos $18.5 billion
13 Aspiriant, LLC Los Angeles $18.0 billion
14 Mission Wealth Management, LP Santa Barbara $17.0 billion
15 Farther San Francisco $16.0 billion
16 Concentric Walnut Creek $13.9 billion
17 Acorns Irvine $13.4 billion
18 Alphacore Capital LLC La Jolla $13.0 billion
19 Independent Financial Group, LLC Broker-dealer affiliated San Diego $12.9 billion
20 Everett Harris & Co Los Angeles $11.5 billion
21 Perigon Wealth Management, LLC San Francisco $11.3 billion
22 Pure Financial Advisors, LLC San Diego $11.1 billion
23 Parallel Advisors, LLC San Francisco $10.3 billion
24 Planmember Securities Corporation Broker-dealer affiliated Carpinteria $10.1 billion
25 Centaurus Financial, Inc. Broker-dealer affiliated Anaheim $9.7 billion
26 Main Street Advisors Santa Monica $9.6 billion
27 Composition Wealth, LLC Los Angeles $9.5 billion
28 Axxcess Wealth Management, LLC Carlsbad $8.9 billion
29 Robertson Stephens San Francisco $8.8 billion
30 One Capital Management, LLC Westlake Village $8.5 billion
31 Human Interest Advisors LLC San Francisco $8.1 billion
32 Icg Advisors, LLC Los Angeles $7.9 billion
33 Bailard, Inc. Foster City $7.6 billion
34 Signature Investment Advisors, LLC Los Angeles $6.8 billion
35 Wedbush Securities Inc. Broker-dealer affiliated Pasadena $6.7 billion
36 NWF Advisory Services Inc Los Angeles $6.4 billion
37 KCM Investment Advisors Greenbrae $6.0 billion
38 Westmount Partners, LLC Los Angeles $5.9 billion
39 Index Fund Advisors, Inc. Irvine $5.9 billion
40 Dunham Broker-dealer affiliated San Diego $5.6 billion
41 Bakeravenue San Francisco $5.1 billion
42 First Foundation Advisors Broker-dealer affiliated Irvine $5.1 billion
43 Destination Wealth Management Walnut Creek $4.9 billion
44 Private Management Group Inc Irvine $4.9 billion
45 Clifford Swan Investment Counselors Pasadena $4.5 billion
46 Sand Hill Global Advisors, LLC Palo Alto $4.4 billion
47 Syon Capital LLC San Francisco $4.4 billion
48 Halbert Hargrove Long Beach $4.2 billion
49 Steelpeak Wealth, LLC Los Angeles $4.1 billion
50 Gerber Kawasaki Wealth & Investment Management Santa Monica $4.1 billion
51 Team Hewins, LLC Foster City $4.0 billion
52 Vernal Point Advisors, LLC San Francisco $3.9 billion
53 Kingswood Wealth Advisors, LLC Broker-dealer affiliated San Diego $3.8 billion
54 Mozaic, LLC Beverly Hills $3.6 billion
55 Sigfig Wealth Management LLC San Francisco $3.6 billion
56 Abacus Wealth Partners Santa Monica $3.6 billion
57 Morton Wealth Calabasas $3.5 billion
58 Frank, Rimerman Advisors LLC Palo Alto $3.4 billion
59 Summitry, LLC Foster City $3.4 billion
60 Monograph Wealth Advisors, LLC Manhattan Beach $3.2 billion
61 Trilogy Capital, Inc. Irvine $3.2 billion
62 Earned Wealth Advisors, LLC Walnut Creek $3.1 billion
63 Intellectus Partners, LLC San Francisco $3.0 billion
64 Cardiff Park Advisors Carlsbad $3.0 billion
65 Point Olema Capital Partners, L.P. San Francisco $2.9 billion
66 Asset Dedication, LLC San Francisco $2.9 billion
67 Fort Point Capital Partners LLC San Francisco $2.9 billion
68 LM Advisors LLC San Diego $2.9 billion
69 Hollencrest Capital Management Newport Beach $2.9 billion
70 Veris Wealth Partners, LLC Oakland $2.9 billion
71 Cooper McManus Irvine $2.9 billion
72 Angeles Wealth Management, LLC Santa Monica $2.8 billion
73 Ohana Advisors San Rafael $2.8 billion
74 A16Z Perennial Management, L.P. Menlo Park $2.8 billion
75 Osborne Partners San Francisco $2.7 billion
76 Checchi Capital Advisers, LLC Beverly Hills $2.6 billion
77 Howard Capital Management Group, LLC Los Angeles $2.6 billion
78 Validus Capital LLC El Segundo $2.5 billion
79 Saratoga Research & Investment Management Saratoga $2.5 billion
80 Perennial Financial Services Los Angeles $2.5 billion
81 Wealth Architects, LLC Mountain View $2.4 billion
82 Sentry Advisors, LLC San Francisco $2.4 billion
83 Check Capital Management Inc Costa Mesa $2.4 billion
84 Gemmer Asset Management LLC Walnut Creek $2.4 billion
85 IFC Advisors LLC Los Angeles $2.3 billion
86 Willow Creek Wealth Management, Inc. Sebastopol $2.3 billion
87 Beacon Coast Partners, LLC San Francisco $2.3 billion
88 Grant Tani Barash & Altman, LLC Beverly Hills $2.3 billion
89 JDL Advisers Newport Beach $2.3 billion
90 California Financial Advisors San Ramon $2.3 billion
91 Oakmont Corporation Los Angeles $2.2 billion
92 Joel R. Mogy Investment Counsel Inc. Beverly Hills $2.2 billion
93 Evolve Private Wealth, LLC Los Angeles $2.1 billion
94 Financial Management Network Inc Mission Viejo $2.1 billion
95 Van Hulzen Financial Advisors El Dorado Hills $2.1 billion
96 Coastedge Partners, LLC San Diego $2.1 billion
97 Natural Investments Windsor $2.0 billion
98 Sofi Wealth LLC Broker-dealer affiliated San Francisco $2.0 billion
99 Fairview Capital Greenbrae $2.0 billion
100 Madison Avenue Securities, LLC Broker-dealer affiliated San Diego $2.0 billion

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

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Largest 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.