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For asset managers
AdvisorIQ

Ranking, California

Independent RIAs with the most accounts in California

As of October 2, 2026, Acorns ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the most accounts, with 5,152,940.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Acorns Irvine 5,152,940
2 Edelman Financial Engines Santa Clara 1,517,156
3 Human Interest Advisors LLC San Francisco 762,032
4 Wealthfront Advisers LLC Palo Alto 687,493
5 Sigfig Wealth Management LLC San Francisco 106,361
6 Allworth Financial, L.P. Folsom 75,126
7 Bloom Investment Advisors, LLC San Francisco 71,486
8 Farther San Francisco 44,421
9 Lido Los Angeles 42,220
10 Insights Investments Palo Alto 33,896
11 Beacon Pointe Advisors, LLC Newport Beach 29,892
12 Axxcess Wealth Management, LLC Carlsbad 26,039
13 EP Wealth Advisors Torrance 20,738
14 Gerber Kawasaki Wealth & Investment Management Santa Monica 20,094
15 Trilogy Capital, Inc. Irvine 18,988
16 Mission Wealth Management, LP Santa Barbara 18,908
17 NWF Advisory Services Inc Los Angeles 18,868
18 Perigon Wealth Management, LLC San Francisco 17,713
19 HBW Advisory Services LLC Simi Valley 14,679
20 Alphacore Capital LLC La Jolla 13,477
21 Composition Wealth, LLC Los Angeles 12,787
22 Aspiriant, LLC Los Angeles 12,173
23 One Capital Management, LLC Westlake Village 10,969
24 Parrot Finance, Inc. Folsom 10,134
25 Seia Los Angeles 9,833
26 Robertson Stephens San Francisco 8,592
27 Steelpeak Wealth, LLC Los Angeles 8,591
28 Octavewealth San Francisco 8,400
29 Encompass More Asset Management LLC Danville 8,361
30 JDL Advisers Newport Beach 7,943
31 Signature Investment Advisors, LLC Los Angeles 7,533
32 Pure Financial Advisors, LLC San Diego 7,509
33 Private Management Group Inc Irvine 7,132
34 Cooper McManus Irvine 7,111
35 Valley Wealth Strategies, LLC Lodi 6,774
36 Tamar Securities, LLC Woodland Hills 6,772
37 Index Fund Advisors, Inc. Irvine 6,664
38 Asset Dedication, LLC San Francisco 6,174
39 Sovran Advisors, LLC San Diego 6,135
40 Destination Wealth Management Walnut Creek 6,129
41 Abacus Wealth Partners Santa Monica 6,030
42 Falcon Wealth Planning, LLC Ontario 5,567
43 Earned Wealth Advisors, LLC Walnut Creek 5,506
44 Baker Street Advisors, LLC San Francisco 5,397
45 Concentric Walnut Creek 5,371
46 Halbert Hargrove Long Beach 4,932
47 Prosperitas Financial, LLC Valencia 4,890
48 Natural Investments Windsor 4,846
49 Westmount Partners, LLC Los Angeles 4,798
50 Thepartners Wealth Management Carmel by the Sea 4,637
51 Ignite Planners LLC San Clemente 4,614
52 Jordan Park Group LLC San Francisco 4,487
53 Financial Management Network Inc Mission Viejo 4,474
54 Safeguard Investment Advisory Group, LLC Corona 4,458
55 Liberty Wealth Management, LLC Oakland 4,338
56 Eclectic Associates, Inc. Fullerton 4,290
57 Parallel Advisors, LLC San Francisco 4,242
58 Summitry, LLC Foster City 4,031
59 Financial Advisors Network, Inc. Tustin 3,992
60 Evolve Private Wealth, LLC Los Angeles 3,940
61 Fermata Advisors Sonoma 3,879
62 Regatta Capital Group, LLC El Segundo 3,847
63 Gemmer Asset Management LLC Walnut Creek 3,787
64 Morton Wealth Calabasas 3,735
65 Bakeravenue San Francisco 3,690
66 California Financial Advisors San Ramon 3,547
67 Validus Capital LLC El Segundo 3,533
68 KCM Investment Advisors Greenbrae 3,432
69 Kinetic Investment Management, Inc. Los Angeles 3,326
70 KWB Wealth Redlands 3,280
71 Perennial Financial Services Los Angeles 3,229
72 HCR Wealth Advisors Los Angeles 3,191
73 Wealth Architects, LLC Mountain View 3,047
74 Compak Asset Management Newport Beach 2,939
75 Van Hulzen Financial Advisors El Dorado Hills 2,938
76 Chatterton & Associates Anaheim 2,908
77 Apriem Advisors Irvine 2,878
78 RVW Wealth LLC Los Angeles 2,840
79 Bailard, Inc. Foster City 2,825
80 JSF Financial, LLC Los Angeles 2,759
81 Alliance Advisory & Securities, LLC Westlake Village 2,748
82 West Wealth Group, LLC Irvine 2,746
83 Saratoga Research & Investment Management Saratoga 2,740
84 Weaver Consulting Group, LLC Huntington Beach 2,720
85 Select Money Management, Inc. Los Angeles 2,627
86 Clifford Swan Investment Counselors Pasadena 2,598
87 Confidence Wealth Management, Inc. Los Angeles 2,595
88 Arlington Financial Advisors, LLC Santa Barbara 2,575
89 Centura Wealth Advisory San Diego 2,558
90 Veris Wealth Partners, LLC Oakland 2,475
91 Telos Capital Management, Inc. San Diego 2,471
92 Delta Investment Management, LLC San Francisco 2,459
93 Manchester Financial Inc Westlake Village 2,453
94 Claraphi Advisory Network, LLC Aliso Viejo 2,422
95 Check Capital Management Inc Costa Mesa 2,408
96 Burton Enright Welch Walnut Creek 2,350
97 De Groote Financial Group, LLC Thousand Oaks 2,346
98 Bridgewealth Advisory Group, LLC Fresno 2,338
99 Spinnaker Investment Group, LLC Newport Beach 2,337
100 Wilsey Asset Management Incorporated San Diego 2,318

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

More rankings

Most accounts 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.