# 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.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 326285243393, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 2, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 56765635111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 3, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 54872534714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 4, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 47727850795, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 5, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 45145000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 6, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 42504972428, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 7, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 33554007293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 8, crd: 287755, firm: Jordan Park Group LLC, city: San Francisco, state: CA, value: 23263581886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287755/; rank: 9, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 22537603576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 10, crd: 128066, firm: Baker Street Advisors, LLC, city: San Francisco, state: CA, value: 20770000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128066/; rank: 11, crd: 159641, firm: Comprehensive Financial Management LLC, city: Los Gatos, state: CA, value: 18518437773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159641/; rank: 12, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 18049297000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 13, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 17001545425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 14, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 16010112152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 15, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 13910765668, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 16, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 13386348075, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 17, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 12959408390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 18, crd: 106830, firm: Everett Harris & Co, city: Los Angeles, state: CA, value: 11531376651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106830/; rank: 19, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 11294013832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 20, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 11054059366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 21, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 10307545581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 22, crd: 305170, firm: Main Street Advisors, city: Santa Monica, state: CA, value: 9647018829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305170/; rank: 23, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 9470778412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 24, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 8878796013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 25, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 8763969974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 26, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 8525961547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 27, crd: 269875, firm: Human Interest Advisors LLC, city: San Francisco, state: CA, value: 8104649569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269875/; rank: 28, crd: 148066, firm: Icg Advisors, LLC, city: Los Angeles, state: CA, value: 7923326124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148066/; rank: 29, crd: 110550, firm: Bailard, Inc., city: Foster City, state: CA, value: 7560902564, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110550/; rank: 30, crd: 160715, firm: Signature Investment Advisors, LLC, city: Los Angeles, state: CA, value: 6756261030, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160715/; rank: 31, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 6426161220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 32, crd: 109629, firm: KCM Investment Advisors, city: Greenbrae, state: CA, value: 6018305492, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109629/; rank: 33, crd: 158857, firm: Westmount Partners, LLC, city: Los Angeles, state: CA, value: 5938136974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158857/; rank: 34, crd: 109143, firm: Index Fund Advisors, Inc., city: Irvine, state: CA, value: 5929710382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109143/; rank: 35, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 5086036641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 36, crd: 110365, firm: Destination Wealth Management, city: Walnut Creek, state: CA, value: 4948271866, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110365/; rank: 37, crd: 104707, firm: Private Management Group Inc, city: Irvine, state: CA, value: 4903675907, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104707/; rank: 38, crd: 108033, firm: Clifford Swan Investment Counselors, city: Pasadena, state: CA, value: 4482345088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108033/; rank: 39, crd: 111295, firm: Sand Hill Global Advisors, LLC, city: Palo Alto, state: CA, value: 4390631813, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111295/; rank: 40, crd: 322776, firm: Syon Capital LLC, city: San Francisco, state: CA, value: 4379631229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322776/; rank: 41, crd: 105515, firm: Halbert Hargrove, city: Long Beach, state: CA, value: 4203912885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105515/; rank: 42, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 4148078008, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 43, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 4109614006, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 44, crd: 291194, firm: Team Hewins, LLC, city: Foster City, state: CA, value: 3966070638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291194/; rank: 45, crd: 166587, firm: Vernal Point Advisors, LLC, city: San Francisco, state: CA, value: 3938000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166587/; rank: 46, crd: 145777, firm: Mozaic, LLC, city: Beverly Hills, state: CA, value: 3644339186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145777/; rank: 47, crd: 158823, firm: Sigfig Wealth Management LLC, city: San Francisco, state: CA, value: 3580832476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158823/; rank: 48, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 3579238156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 49, crd: 141250, firm: Morton Wealth, city: Calabasas, state: CA, value: 3465652532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141250/; rank: 50, crd: 124147, firm: Frank, Rimerman Advisors LLC, city: Palo Alto, state: CA, value: 3399039031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124147/; rank: 51, crd: 128586, firm: Summitry, LLC, city: Foster City, state: CA, value: 3350458062, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128586/; rank: 52, crd: 173949, firm: Monograph Wealth Advisors, LLC, city: Manhattan Beach, state: CA, value: 3247943717, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173949/; rank: 53, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 3210026097, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 54, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 3105927342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 55, crd: 173140, firm: Intellectus Partners, LLC, city: San Francisco, state: CA, value: 2978409130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173140/; rank: 56, crd: 126752, firm: Cardiff Park Advisors, city: Carlsbad, state: CA, value: 2958061526, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126752/; rank: 57, crd: 304303, firm: Point Olema Capital Partners, L.P., city: San Francisco, state: CA, value: 2948080368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304303/; rank: 58, crd: 151988, firm: Asset Dedication, LLC, city: San Francisco, state: CA, value: 2932920407, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151988/; rank: 59, crd: 146759, firm: Fort Point Capital Partners LLC, city: San Francisco, state: CA, value: 2894516636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146759/; rank: 60, crd: 153940, firm: LM Advisors LLC, city: San Diego, state: CA, value: 2877248160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153940/; rank: 61, crd: 46217, firm: Hollencrest Capital Management, city: Newport Beach, state: CA, value: 2866743435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/46217/; rank: 62, crd: 143588, firm: Veris Wealth Partners, LLC, city: Oakland, state: CA, value: 2856890935, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143588/; rank: 63, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 2852543930, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 64, crd: 159952, firm: Angeles Wealth Management, LLC, city: Santa Monica, state: CA, value: 2810418095, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159952/; rank: 65, crd: 158515, firm: Ohana Advisors, city: San Rafael, state: CA, value: 2778546190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158515/; rank: 66, crd: 324429, firm: A16Z Perennial Management, L.P., city: Menlo Park, state: CA, value: 2753465119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324429/; rank: 67, crd: 108100, firm: Osborne Partners, city: San Francisco, state: CA, value: 2651267552, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108100/; rank: 68, crd: 143478, firm: Checchi Capital Advisers, LLC, city: Beverly Hills, state: CA, value: 2594388278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143478/; rank: 69, crd: 310510, firm: Howard Capital Management Group, LLC, city: Los Angeles, state: CA, value: 2563442499, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310510/; rank: 70, crd: 319212, firm: Validus Capital LLC, city: El Segundo, state: CA, value: 2536848425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319212/; rank: 71, crd: 110506, firm: Saratoga Research & Investment Management, city: Saratoga, state: CA, value: 2509313823, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110506/; rank: 72, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 2498681329, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 73, crd: 135373, firm: Wealth Architects, LLC, city: Mountain View, state: CA, value: 2415227160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135373/; rank: 74, crd: 174042, firm: Sentry Advisors, LLC, city: San Francisco, state: CA, value: 2409025524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174042/; rank: 75, crd: 107058, firm: Check Capital Management Inc, city: Costa Mesa, state: CA, value: 2370626516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107058/; rank: 76, crd: 109034, firm: Gemmer Asset Management LLC, city: Walnut Creek, state: CA, value: 2357196645, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109034/; rank: 77, crd: 332157, firm: IFC Advisors LLC, city: Los Angeles, state: CA, value: 2344170698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332157/; rank: 78, crd: 109240, firm: Willow Creek Wealth Management, Inc., city: Sebastopol, state: CA, value: 2302546240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109240/; rank: 79, crd: 341584, firm: Beacon Coast Partners, LLC, city: San Francisco, state: CA, value: 2283762064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341584/; rank: 80, crd: 319128, firm: Grant Tani Barash & Altman, LLC, city: Beverly Hills, state: CA, value: 2280463766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319128/; rank: 81, crd: 122307, firm: JDL Advisers, city: Newport Beach, state: CA, value: 2276577707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122307/; rank: 82, crd: 110152, firm: California Financial Advisors, city: San Ramon, state: CA, value: 2263378626, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110152/; rank: 83, crd: 112337, firm: Oakmont Corporation, city: Los Angeles, state: CA, value: 2217465327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112337/; rank: 84, crd: 111622, firm: Joel R. Mogy Investment Counsel Inc., city: Beverly Hills, state: CA, value: 2180334456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111622/; rank: 85, crd: 333932, firm: Evolve Private Wealth, LLC, city: Los Angeles, state: CA, value: 2147950288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333932/; rank: 86, crd: 110454, firm: Financial Management Network Inc, city: Mission Viejo, state: CA, value: 2143652081, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110454/; rank: 87, crd: 116632, firm: Van Hulzen Financial Advisors, city: El Dorado Hills, state: CA, value: 2143345481, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116632/; rank: 88, crd: 149685, firm: Coastedge Partners, LLC, city: San Diego, state: CA, value: 2142300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149685/; rank: 89, crd: 113348, firm: Natural Investments, city: Windsor, state: CA, value: 2049934012, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113348/; rank: 90, crd: 108102, firm: Fairview Capital, city: Greenbrae, state: CA, value: 2026735656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108102/; rank: 91, crd: 114025, firm: JSF Financial, LLC, city: Los Angeles, state: CA, value: 1972324463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114025/; rank: 92, crd: 108676, firm: HCR Wealth Advisors, city: Los Angeles, state: CA, value: 1958139773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108676/; rank: 93, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 1955964732, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 94, crd: 140451, firm: RVW Wealth LLC, city: Los Angeles, state: CA, value: 1936575507, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140451/; rank: 95, crd: 158242, firm: Rebalance LLC, city: Palo Alto, state: CA, value: 1928102130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158242/; rank: 96, crd: 110291, firm: Ami Asset Management Corp, city: Los Angeles, state: CA, value: 1925617855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110291/; rank: 97, crd: 133802, firm: Private Wealth Partners, LLC, city: Mill Valley, state: CA, value: 1921390575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133802/; rank: 98, crd: 300326, firm: Resolute Partners Group, city: San Francisco, state: CA, value: 1910453831, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300326/; rank: 99, crd: 120361, firm: Main Management, LLC, city: San Francisco, state: CA, value: 1904324653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120361/; rank: 100, crd: 323369, firm: SP Asset Management LLC, city: Cupertino, state: CA, value: 1895375366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323369/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/california/

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