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AdvisorIQ

Ranking, California

Independent RIAs with the most CFP professionals in California

As of October 2, 2026, Beacon Pointe Advisors, LLC ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 230.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Beacon Pointe Advisors, LLC Newport Beach 230
2 EP Wealth Advisors Torrance 191
3 Edelman Financial Engines Santa Clara 182
4 Farther San Francisco 125
5 Allworth Financial, L.P. Folsom 116
6 Mission Wealth Management, LP Santa Barbara 86
7 Lido Los Angeles 85
8 Pure Financial Advisors, LLC San Diego 74
9 Seia Los Angeles 55
10 Aspiriant, LLC Los Angeles 45
11 Perigon Wealth Management, LLC San Francisco 35
12 Abacus Wealth Partners Santa Monica 31
13 Alphacore Capital LLC La Jolla 29
14 Composition Wealth, LLC Los Angeles 28
15 Parallel Advisors, LLC San Francisco 27
16 NWF Advisory Services Inc Los Angeles 26
16 Robertson Stephens San Francisco 26
18 Halbert Hargrove Long Beach 24
18 Destination Wealth Management Walnut Creek 24
20 Nectarine San Diego 22
20 Sovran Advisors, LLC San Diego 22
22 Cooper McManus Irvine 21
23 Falcon Wealth Planning, LLC Ontario 19
24 Bakeravenue San Francisco 17
25 Gerber Kawasaki Wealth & Investment Management Santa Monica 16
25 Boldin Advisors Mill Valley 16
27 Bailard, Inc. Foster City 15
28 One Capital Management, LLC Westlake Village 14
28 Perennial Financial Services Los Angeles 14
30 Team Hewins, LLC Foster City 12
31 Earned Wealth Advisors, LLC Walnut Creek 11
31 Benefit Financial Services Group Irvine 11
31 Quantum Financial Advisors, LLC Santa Monica 11
34 Eclectic Associates, Inc. Fullerton 10
34 Ieq Capital, LLC Foster City 10
36 Blankinship & Foster, LLC Solana Beach 9
36 Summitry, LLC Foster City 9
36 Morton Wealth Calabasas 9
39 Alliance Advisory & Securities, LLC Westlake Village 8
39 Willow Creek Wealth Management, Inc. Sebastopol 8
39 Financial Management Network Inc Mission Viejo 8
39 Sand Hill Global Advisors, LLC Palo Alto 8
39 Wealth Architects, LLC Mountain View 8
39 Steelpeak Wealth, LLC Los Angeles 8
39 Trilogy Capital, Inc. Irvine 8
39 Northstar Investment Advisory LLC West Hollywood 8
39 Accelerate Retirement Aliso Viejo 8
48 Weatherly Asset Management Del Mar 7
48 Whelan Financial Fresno 7
48 Index Fund Advisors, Inc. Irvine 7
48 Illumination Wealth Management San Diego 7
48 Axxcess Wealth Management, LLC Carlsbad 7
48 One Degree Advisors, Inc. San Diego 7
48 Centura Wealth Advisory San Diego 7
48 Blue Sky Capital Consultants Group, Inc. Poway 7
56 North Berkeley Wealth Management, LLC Berkeley 6
56 Worthpointe Ramona 6
56 Fort Point Capital Partners LLC San Francisco 6
56 Telos Capital Management, Inc. San Diego 6
56 Asset Dedication, LLC San Francisco 6
56 Diversifi Capital Inc Los Altos 6
56 Kinetic Investment Management, Inc. Los Angeles 6
56 Brightplan LLC San Jose 6
56 Liberty Wealth Management, LLC Oakland 6
56 Valley Wealth Strategies, LLC Lodi 6
56 Ignite Planners LLC San Clemente 6
56 Brio Financial Group San Francisco 6
56 Foundry Financial LLC Pasadena 6
56 Pathview Wealth Advisors San Diego 6
56 Vance Wealth Santa Clarita 6
56 Encompass More Asset Management LLC Danville 6
56 California Financial Partners, Inc. Glendale 6
56 Avise Financial Los Angeles 6
74 Planned Solutions, Inc. Folsom 5
74 Roof Eidam Maycock Peralta LLC San Francisco 5
74 Osborne Partners San Francisco 5
74 Financial Alternatives, Inc. La Jolla 5
74 Compak Asset Management Newport Beach 5
74 California Financial Advisors San Ramon 5
74 Natural Investments Windsor 5
74 Burton Enright Welch Walnut Creek 5
74 Chatterton & Associates Anaheim 5
74 Praetorian Guard, A Division of Praetorian Wealth Management,inc Carmel 5
74 Meritas Wealth Management, LLC San Rafael 5
74 Vantage Wealth Management, LLC San Mateo 5
74 RS Crum Inc. Newport Beach 5
74 Westmount Partners, LLC Los Angeles 5
74 Concentrum Wealth Management San Jose 5
74 Canter Wealth La Jolla 5
74 Occidental Asset Management, LLC Burlingame 5
74 Hippocratic Financial Advisors Westlake Village 5
74 Citrine Capital San Francisco 5
74 Warren Street Wealth Advisors, LLC Irvine 5
74 Monograph Wealth Advisors, LLC Manhattan Beach 5
74 Arlington Financial Advisors, LLC Santa Barbara 5
74 Premier Wealth Advisors, LLC San Diego 5
74 Creative Capital Management Investments LLC San Diego 5
74 Define Financial, LLC San Diego 5
74 Intelligence Driven Advisers, LLC Carlsbad 5
74 Corvus Wealth Advisors LLC Templeton 5
74 West Wealth Group, LLC Irvine 5
74 Peak Financial Planning Canoga Park 5
74 Ducere Wealth Management Newport Beach 5

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

More rankings

Most CFP professionals 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.