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AdvisorIQ

Ranking, California

Independent RIAs with the most advisory staff in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 553.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff
1 Edelman Financial Engines Santa Clara 553
2 Beacon Pointe Advisors, LLC Newport Beach 440
3 EP Wealth Advisors Torrance 320
4 Farther San Francisco 252
5 Lido Los Angeles 235
6 Ieq Capital, LLC Foster City 193
7 Allworth Financial, L.P. Folsom 165
8 Mission Wealth Management, LP Santa Barbara 135
9 Seia Los Angeles 128
10 Aspiriant, LLC Los Angeles 105
11 NWF Advisory Services Inc Los Angeles 102
12 Jordan Park Group LLC San Francisco 99
13 Perigon Wealth Management, LLC San Francisco 92
14 Encompass More Asset Management LLC Danville 85
15 Pure Financial Advisors, LLC San Diego 76
16 Trilogy Capital, Inc. Irvine 74
17 Alphacore Capital LLC La Jolla 70
18 HBW Advisory Services LLC Simi Valley 68
19 Robertson Stephens San Francisco 67
20 Composition Wealth, LLC Los Angeles 63
21 Parallel Advisors, LLC San Francisco 61
22 Sovran Advisors, LLC San Diego 60
23 One Capital Management, LLC Westlake Village 55
24 Cooper McManus Irvine 50
25 Axxcess Wealth Management, LLC Carlsbad 44
26 Bailard, Inc. Foster City 42
27 Perennial Financial Services Los Angeles 39
28 Ignite Planners LLC San Clemente 38
29 Abacus Wealth Partners Santa Monica 37
30 Halbert Hargrove Long Beach 36
30 Gerber Kawasaki Wealth & Investment Management Santa Monica 36
30 Thepartners Wealth Management Carmel by the Sea 36
33 Steelpeak Wealth, LLC Los Angeles 35
34 Earned Wealth Advisors, LLC Walnut Creek 33
34 Manhattan West Asset Management, LLC Los Angeles 33
36 Destination Wealth Management Walnut Creek 31
36 Kinetic Investment Management, Inc. Los Angeles 31
36 Accelerate Retirement Aliso Viejo 31
39 Index Fund Advisors, Inc. Irvine 30
40 Bakeravenue San Francisco 29
41 Nectarine San Diego 28
42 Benefit Financial Services Group Irvine 27
43 Valley Wealth Strategies, LLC Lodi 26
44 Main Management, LLC San Francisco 25
44 Morton Wealth Calabasas 25
44 Delta Investment Management, LLC San Francisco 25
47 Natural Investments Windsor 24
47 Icg Advisors, LLC Los Angeles 24
47 Wealthfront Advisers LLC Palo Alto 24
50 Liberty Wealth Management, LLC Oakland 23
50 Prosperitas Financial, LLC Valencia 23
52 Falcon Wealth Planning, LLC Ontario 22
53 Private Management Group Inc Irvine 21
53 Financial Management Network Inc Mission Viejo 21
53 Team Hewins, LLC Foster City 21
53 Strider Capital, LLC Kentfield 21
57 Summitry, LLC Foster City 20
58 Hollencrest Capital Management Newport Beach 19
58 Rubicon Advisors Redding 19
58 Centura Wealth Advisory San Diego 19
61 Tamar Securities, LLC Woodland Hills 18
61 Westmount Partners, LLC Los Angeles 18
61 Arta Finance Mountain View 18
64 Clifford Swan Investment Counselors Pasadena 17
64 Morling Financial Advisors, LLC Fremont 17
64 Fort Point Capital Partners LLC San Francisco 17
64 Main Street Advisors Santa Monica 17
68 Sand Hill Global Advisors, LLC Palo Alto 16
68 Van Hulzen Financial Advisors El Dorado Hills 16
68 Concentric Walnut Creek 16
71 Willow Creek Wealth Management, Inc. Sebastopol 15
71 Baker Street Advisors, LLC San Francisco 15
71 Signature Resources Capital Management, LLC Newport Beach 15
71 Comprehensive Financial Management LLC Los Gatos 15
71 Highline Wealth Partners Sherman Oaks 15
76 Alliance Advisory & Securities, LLC Westlake Village 14
76 Osterweis Capital Management San Francisco 14
76 Manchester Financial Inc Westlake Village 14
76 Osborne Partners San Francisco 14
76 Apriem Advisors Irvine 14
76 Compak Asset Management Newport Beach 14
76 California Financial Advisors San Ramon 14
76 Regatta Capital Group, LLC El Segundo 14
76 Granite Investment Partners, LLC El Segundo 14
76 Acorns Irvine 14
76 Boldin Advisors Mill Valley 14
87 Wescap Group Glendale 13
87 Everett Harris & Co Los Angeles 13
87 JSF Financial, LLC Los Angeles 13
87 Wealth Architects, LLC Mountain View 13
87 Angeles Wealth Management, LLC Santa Monica 13
87 Chequers Financial Management LLC San Francisco 13
87 Brio Financial Group San Francisco 13
87 Painted Porch Advisors LLC Santa Barbara 13
87 West Wealth Group, LLC Irvine 13
96 Premier Financial Group Inc Eureka 12
96 Saratoga Research & Investment Management Saratoga 12
96 Veris Wealth Partners, LLC Oakland 12
96 Financial Advisors Network, Inc. Tustin 12
96 Wealth Teams Alliance Irvine 12
96 Fermata Advisors Sonoma 12
96 Stonebridge Financial Group San Rafael 12

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

More rankings

Most advisory staff 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.