# 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.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 165926, firm: Acorns, city: Irvine, state: CA, value: 5152940, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165926/; rank: 2, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 1517156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 3, crd: 269875, firm: Human Interest Advisors LLC, city: San Francisco, state: CA, value: 762032, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269875/; rank: 4, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 687493, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 5, crd: 158823, firm: Sigfig Wealth Management LLC, city: San Francisco, state: CA, value: 106361, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158823/; rank: 6, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 75126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 7, crd: 317405, firm: Bloom Investment Advisors, LLC, city: San Francisco, state: CA, value: 71486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317405/; rank: 8, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 44421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 9, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 42220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 10, crd: 309727, firm: Insights Investments, city: Palo Alto, state: CA, value: 33896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309727/; rank: 11, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 29892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 12, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 26039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 13, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 20738, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 14, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 20094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 15, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 18988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 16, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 18908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 17, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 18868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 18, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 17713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 19, crd: 143665, firm: HBW Advisory Services LLC, city: Simi Valley, state: CA, value: 14679, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143665/; rank: 20, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 13477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 21, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 12787, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 22, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 12173, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 23, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 10969, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 24, crd: 338169, firm: Parrot Finance, Inc., city: Folsom, state: CA, value: 10134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338169/; rank: 25, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 9833, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 26, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 8592, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 27, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 8591, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 28, crd: 170975, firm: Octavewealth, city: San Francisco, state: CA, value: 8400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170975/; rank: 29, crd: 322382, firm: Encompass More Asset Management LLC, city: Danville, state: CA, value: 8361, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322382/; rank: 30, crd: 122307, firm: JDL Advisers, city: Newport Beach, state: CA, value: 7943, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122307/; rank: 31, crd: 160715, firm: Signature Investment Advisors, LLC, city: Los Angeles, state: CA, value: 7533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160715/; rank: 32, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 7509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 33, crd: 104707, firm: Private Management Group Inc, city: Irvine, state: CA, value: 7132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104707/; rank: 34, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 7111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 35, crd: 289737, firm: Valley Wealth Strategies, LLC, city: Lodi, state: CA, value: 6774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289737/; rank: 36, crd: 153991, firm: Tamar Securities, LLC, city: Woodland Hills, state: CA, value: 6772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153991/; rank: 37, crd: 109143, firm: Index Fund Advisors, Inc., city: Irvine, state: CA, value: 6664, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109143/; rank: 38, crd: 151988, firm: Asset Dedication, LLC, city: San Francisco, state: CA, value: 6174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151988/; rank: 39, crd: 329415, firm: Sovran Advisors, LLC, city: San Diego, state: CA, value: 6135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329415/; rank: 40, crd: 110365, firm: Destination Wealth Management, city: Walnut Creek, state: CA, value: 6129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110365/; rank: 41, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 6030, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 42, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 5567, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 43, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 5506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 44, crd: 128066, firm: Baker Street Advisors, LLC, city: San Francisco, state: CA, value: 5397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128066/; rank: 45, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 5371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 46, crd: 105515, firm: Halbert Hargrove, city: Long Beach, state: CA, value: 4932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105515/; rank: 47, crd: 315768, firm: Prosperitas Financial, LLC, city: Valencia, state: CA, value: 4890, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315768/; rank: 48, crd: 113348, firm: Natural Investments, city: Windsor, state: CA, value: 4846, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113348/; rank: 49, crd: 158857, firm: Westmount Partners, LLC, city: Los Angeles, state: CA, value: 4798, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158857/; rank: 50, crd: 314816, firm: Thepartners Wealth Management, city: Carmel by the Sea, state: CA, value: 4637, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314816/; rank: 51, crd: 289797, firm: Ignite Planners LLC, city: San Clemente, state: CA, value: 4614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289797/; rank: 52, crd: 287755, firm: Jordan Park Group LLC, city: San Francisco, state: CA, value: 4487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287755/; rank: 53, crd: 110454, firm: Financial Management Network Inc, city: Mission Viejo, state: CA, value: 4474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110454/; rank: 54, crd: 146132, firm: Safeguard Investment Advisory Group, LLC, city: Corona, state: CA, value: 4458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146132/; rank: 55, crd: 286001, firm: Liberty Wealth Management, LLC, city: Oakland, state: CA, value: 4338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286001/; rank: 56, crd: 111041, firm: Eclectic Associates, Inc., city: Fullerton, state: CA, value: 4290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111041/; rank: 57, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 4242, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 58, crd: 128586, firm: Summitry, LLC, city: Foster City, state: CA, value: 4031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128586/; rank: 59, crd: 152083, firm: Financial Advisors Network, Inc., city: Tustin, state: CA, value: 3992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152083/; rank: 60, crd: 333932, firm: Evolve Private Wealth, LLC, city: Los Angeles, state: CA, value: 3940, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333932/; rank: 61, crd: 305614, firm: Fermata Advisors, city: Sonoma, state: CA, value: 3879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305614/; rank: 62, crd: 145363, firm: Regatta Capital Group, LLC, city: El Segundo, state: CA, value: 3847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145363/; rank: 63, crd: 109034, firm: Gemmer Asset Management LLC, city: Walnut Creek, state: CA, value: 3787, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109034/; rank: 64, crd: 141250, firm: Morton Wealth, city: Calabasas, state: CA, value: 3735, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141250/; rank: 65, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 3690, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 66, crd: 110152, firm: California Financial Advisors, city: San Ramon, state: CA, value: 3547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110152/; rank: 67, crd: 319212, firm: Validus Capital LLC, city: El Segundo, state: CA, value: 3533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319212/; rank: 68, crd: 109629, firm: KCM Investment Advisors, city: Greenbrae, state: CA, value: 3432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109629/; rank: 69, crd: 283034, firm: Kinetic Investment Management, Inc., city: Los Angeles, state: CA, value: 3326, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283034/; rank: 70, crd: 300921, firm: KWB Wealth, city: Redlands, state: CA, value: 3280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300921/; rank: 71, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 3229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 72, crd: 108676, firm: HCR Wealth Advisors, city: Los Angeles, state: CA, value: 3191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108676/; rank: 73, crd: 135373, firm: Wealth Architects, LLC, city: Mountain View, state: CA, value: 3047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135373/; rank: 74, crd: 109930, firm: Compak Asset Management, city: Newport Beach, state: CA, value: 2939, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109930/; rank: 75, crd: 116632, firm: Van Hulzen Financial Advisors, city: El Dorado Hills, state: CA, value: 2938, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116632/; rank: 76, crd: 132295, firm: Chatterton & Associates, city: Anaheim, state: CA, value: 2908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132295/; rank: 77, crd: 108188, firm: Apriem Advisors, city: Irvine, state: CA, value: 2878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108188/; rank: 78, crd: 140451, firm: RVW Wealth LLC, city: Los Angeles, state: CA, value: 2840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140451/; rank: 79, crd: 110550, firm: Bailard, Inc., city: Foster City, state: CA, value: 2825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110550/; rank: 80, crd: 114025, firm: JSF Financial, LLC, city: Los Angeles, state: CA, value: 2759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114025/; rank: 81, crd: 18835, firm: Alliance Advisory & Securities, LLC, city: Westlake Village, state: CA, value: 2748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18835/; rank: 82, crd: 316644, firm: West Wealth Group, LLC, city: Irvine, state: CA, value: 2746, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316644/; rank: 83, crd: 110506, firm: Saratoga Research & Investment Management, city: Saratoga, state: CA, value: 2740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110506/; rank: 84, crd: 287895, firm: Weaver Consulting Group, LLC, city: Huntington Beach, state: CA, value: 2720, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287895/; rank: 85, crd: 153256, firm: Select Money Management, Inc., city: Los Angeles, state: CA, value: 2627, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153256/; rank: 86, crd: 108033, firm: Clifford Swan Investment Counselors, city: Pasadena, state: CA, value: 2598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108033/; rank: 87, crd: 127383, firm: Confidence Wealth Management, Inc., city: Los Angeles, state: CA, value: 2595, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127383/; rank: 88, crd: 283288, firm: Arlington Financial Advisors, LLC, city: Santa Barbara, state: CA, value: 2575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283288/; rank: 89, crd: 296985, firm: Centura Wealth Advisory, city: San Diego, state: CA, value: 2558, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296985/; rank: 90, crd: 143588, firm: Veris Wealth Partners, LLC, city: Oakland, state: CA, value: 2475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143588/; rank: 91, crd: 149108, firm: Telos Capital Management, Inc., city: San Diego, state: CA, value: 2471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149108/; rank: 92, crd: 149596, firm: Delta Investment Management, LLC, city: San Francisco, state: CA, value: 2459, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149596/; rank: 93, crd: 106071, firm: Manchester Financial Inc, city: Westlake Village, state: CA, value: 2453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106071/; rank: 94, crd: 165868, firm: Claraphi Advisory Network, LLC, city: Aliso Viejo, state: CA, value: 2422, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165868/; rank: 95, crd: 107058, firm: Check Capital Management Inc, city: Costa Mesa, state: CA, value: 2408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107058/; rank: 96, crd: 118376, firm: Burton Enright Welch, city: Walnut Creek, state: CA, value: 2350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118376/; rank: 97, crd: 168178, firm: De Groote Financial Group, LLC, city: Thousand Oaks, state: CA, value: 2346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168178/; rank: 98, crd: 293514, firm: Bridgewealth Advisory Group, LLC, city: Fresno, state: CA, value: 2338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293514/; rank: 99, crd: 283414, firm: Spinnaker Investment Group, LLC, city: Newport Beach, state: CA, value: 2337, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283414/; rank: 100, crd: 130482, firm: Wilsey Asset Management Incorporated, city: San Diego, state: CA, value: 2318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130482/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/california/

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