# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: California
- firms_listed: 103
- rows: rank: 1, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 2, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 191, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 3, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 4, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 5, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 6, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 7, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 8, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 9, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 10, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 11, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 12, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 13, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 14, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 15, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 16, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 16, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 18, crd: 105515, firm: Halbert Hargrove, city: Long Beach, state: CA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105515/; rank: 18, crd: 110365, firm: Destination Wealth Management, city: Walnut Creek, state: CA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110365/; rank: 20, crd: 327155, firm: Nectarine, city: San Diego, state: CA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327155/; rank: 20, crd: 329415, firm: Sovran Advisors, LLC, city: San Diego, state: CA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329415/; rank: 22, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 23, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 24, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 25, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 25, crd: 294881, firm: Boldin Advisors, city: Mill Valley, state: CA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294881/; rank: 27, crd: 110550, firm: Bailard, Inc., city: Foster City, state: CA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110550/; rank: 28, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 28, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 30, crd: 291194, firm: Team Hewins, LLC, city: Foster City, state: CA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291194/; rank: 31, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 31, crd: 143617, firm: Benefit Financial Services Group, city: Irvine, state: CA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143617/; rank: 31, crd: 317386, firm: Quantum Financial Advisors, LLC, city: Santa Monica, state: CA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317386/; rank: 34, crd: 111041, firm: Eclectic Associates, Inc., city: Fullerton, state: CA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111041/; rank: 34, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 36, crd: 104795, firm: Blankinship & Foster, LLC, city: Solana Beach, state: CA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104795/; rank: 36, crd: 128586, firm: Summitry, LLC, city: Foster City, state: CA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128586/; rank: 36, crd: 141250, firm: Morton Wealth, city: Calabasas, state: CA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141250/; rank: 39, crd: 18835, firm: Alliance Advisory & Securities, LLC, city: Westlake Village, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18835/; rank: 39, crd: 109240, firm: Willow Creek Wealth Management, Inc., city: Sebastopol, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109240/; rank: 39, crd: 110454, firm: Financial Management Network Inc, city: Mission Viejo, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110454/; rank: 39, crd: 111295, firm: Sand Hill Global Advisors, LLC, city: Palo Alto, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111295/; rank: 39, crd: 135373, firm: Wealth Architects, LLC, city: Mountain View, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135373/; rank: 39, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 39, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 39, crd: 315965, firm: Northstar Investment Advisory LLC, city: West Hollywood, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315965/; rank: 39, crd: 325859, firm: Accelerate Retirement, city: Aliso Viejo, state: CA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325859/; rank: 48, crd: 106935, firm: Weatherly Asset Management, city: Del Mar, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106935/; rank: 48, crd: 107227, firm: Whelan Financial, city: Fresno, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107227/; rank: 48, crd: 109143, firm: Index Fund Advisors, Inc., city: Irvine, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109143/; rank: 48, crd: 149576, firm: Illumination Wealth Management, city: San Diego, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149576/; rank: 48, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 48, crd: 170392, firm: One Degree Advisors, Inc., city: San Diego, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170392/; rank: 48, crd: 296985, firm: Centura Wealth Advisory, city: San Diego, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296985/; rank: 48, crd: 329575, firm: Blue Sky Capital Consultants Group, Inc., city: Poway, state: CA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329575/; rank: 56, crd: 136431, firm: North Berkeley Wealth Management, LLC, city: Berkeley, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136431/; rank: 56, crd: 143996, firm: Worthpointe, city: Ramona, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143996/; rank: 56, crd: 146759, firm: Fort Point Capital Partners LLC, city: San Francisco, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146759/; rank: 56, crd: 149108, firm: Telos Capital Management, Inc., city: San Diego, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149108/; rank: 56, crd: 151988, firm: Asset Dedication, LLC, city: San Francisco, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151988/; rank: 56, crd: 242788, firm: Diversifi Capital Inc, city: Los Altos, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/242788/; rank: 56, crd: 283034, firm: Kinetic Investment Management, Inc., city: Los Angeles, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283034/; rank: 56, crd: 283790, firm: Brightplan LLC, city: San Jose, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283790/; rank: 56, crd: 286001, firm: Liberty Wealth Management, LLC, city: Oakland, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286001/; rank: 56, crd: 289737, firm: Valley Wealth Strategies, LLC, city: Lodi, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289737/; rank: 56, crd: 289797, firm: Ignite Planners LLC, city: San Clemente, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289797/; rank: 56, crd: 289889, firm: Brio Financial Group, city: San Francisco, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289889/; rank: 56, crd: 300122, firm: Foundry Financial LLC, city: Pasadena, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300122/; rank: 56, crd: 308292, firm: Pathview Wealth Advisors, city: San Diego, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308292/; rank: 56, crd: 310162, firm: Vance Wealth, city: Santa Clarita, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310162/; rank: 56, crd: 322382, firm: Encompass More Asset Management LLC, city: Danville, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322382/; rank: 56, crd: 328026, firm: California Financial Partners, Inc., city: Glendale, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328026/; rank: 56, crd: 328790, firm: Avise Financial, city: Los Angeles, state: CA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328790/; rank: 74, crd: 105052, firm: Planned Solutions, Inc., city: Folsom, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105052/; rank: 74, crd: 106696, firm: Roof Eidam Maycock Peralta LLC, city: San Francisco, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106696/; rank: 74, crd: 108100, firm: Osborne Partners, city: San Francisco, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108100/; rank: 74, crd: 108245, firm: Financial Alternatives, Inc., city: La Jolla, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108245/; rank: 74, crd: 109930, firm: Compak Asset Management, city: Newport Beach, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109930/; rank: 74, crd: 110152, firm: California Financial Advisors, city: San Ramon, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110152/; rank: 74, crd: 113348, firm: Natural Investments, city: Windsor, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113348/; rank: 74, crd: 118376, firm: Burton Enright Welch, city: Walnut Creek, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118376/; rank: 74, crd: 132295, firm: Chatterton & Associates, city: Anaheim, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132295/; rank: 74, crd: 147814, firm: Praetorian Guard, A Division of Praetorian Wealth Management,inc, city: Carmel, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147814/; rank: 74, crd: 148565, firm: Meritas Wealth Management, LLC, city: San Rafael, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148565/; rank: 74, crd: 152374, firm: Vantage Wealth Management, LLC, city: San Mateo, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152374/; rank: 74, crd: 158621, firm: RS Crum Inc., city: Newport Beach, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158621/; rank: 74, crd: 158857, firm: Westmount Partners, LLC, city: Los Angeles, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158857/; rank: 74, crd: 167151, firm: Concentrum Wealth Management, city: San Jose, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167151/; rank: 74, crd: 167828, firm: Canter Wealth, city: La Jolla, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167828/; rank: 74, crd: 168650, firm: Occidental Asset Management, LLC, city: Burlingame, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168650/; rank: 74, crd: 169481, firm: Hippocratic Financial Advisors, city: Westlake Village, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169481/; rank: 74, crd: 171735, firm: Citrine Capital, city: San Francisco, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171735/; rank: 74, crd: 173447, firm: Warren Street Wealth Advisors, LLC, city: Irvine, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173447/; rank: 74, crd: 173949, firm: Monograph Wealth Advisors, LLC, city: Manhattan Beach, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173949/; rank: 74, crd: 283288, firm: Arlington Financial Advisors, LLC, city: Santa Barbara, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283288/; rank: 74, crd: 285510, firm: Premier Wealth Advisors, LLC, city: San Diego, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285510/; rank: 74, crd: 286567, firm: Creative Capital Management Investments LLC, city: San Diego, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286567/; rank: 74, crd: 286648, firm: Define Financial, LLC, city: San Diego, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286648/; rank: 74, crd: 299589, firm: Intelligence Driven Advisers, LLC, city: Carlsbad, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299589/; rank: 74, crd: 311261, firm: Corvus Wealth Advisors LLC, city: Templeton, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311261/; rank: 74, crd: 316644, firm: West Wealth Group, LLC, city: Irvine, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316644/; rank: 74, crd: 317288, firm: Peak Financial Planning, city: Canoga Park, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317288/; rank: 74, crd: 337471, firm: Ducere Wealth Management, city: Newport Beach, state: CA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337471/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/california/

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