# Independent RIAs with the most clients in California

As of October 2, 2026, Acorns ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the most clients, with 8,158,329.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 8158329, 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: 1566536, 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: 862471, 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: 518639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 5, crd: 322349, firm: Step Advisers, LLC, city: San Mateo, state: CA, value: 161414, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322349/; rank: 6, crd: 290139, firm: Wealth Compass Financial, Inc., city: Carlsbad, state: CA, value: 146950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290139/; rank: 7, 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: 8, 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: 9, crd: 283790, firm: Brightplan LLC, city: San Jose, state: CA, value: 37773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283790/; 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: 30194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 12, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 29297, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 13, crd: 315965, firm: Northstar Investment Advisory LLC, city: West Hollywood, state: CA, value: 24560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315965/; rank: 14, 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: 15, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 17538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 16, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 15415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 17, crd: 143665, firm: HBW Advisory Services LLC, city: Simi Valley, state: CA, value: 13876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143665/; rank: 18, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 13802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 19, crd: 110410, firm: NWF Advisory Services Inc, city: Los Angeles, state: CA, value: 11542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110410/; rank: 20, 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: 21, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 9947, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 22, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 9634, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 23, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 8448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 24, 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: 25, 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: 26, crd: 160715, firm: Signature Investment Advisors, LLC, city: Los Angeles, state: CA, value: 7530, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160715/; rank: 27, 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: 28, crd: 327155, firm: Nectarine, city: San Diego, state: CA, value: 6420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327155/; rank: 29, crd: 314816, firm: Thepartners Wealth Management, city: Carmel by the Sea, state: CA, value: 6212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314816/; rank: 30, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 5667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 31, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 5374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 32, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 5351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 33, crd: 289797, firm: Ignite Planners LLC, city: San Clemente, state: CA, value: 4610, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289797/; rank: 34, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 4263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 35, crd: 153991, firm: Tamar Securities, LLC, city: Woodland Hills, state: CA, value: 4219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153991/; rank: 36, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 4170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 37, crd: 289737, firm: Valley Wealth Strategies, LLC, city: Lodi, state: CA, value: 4118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289737/; rank: 38, crd: 329415, firm: Sovran Advisors, LLC, city: San Diego, state: CA, value: 4087, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329415/; rank: 39, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 4065, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 40, crd: 322382, firm: Encompass More Asset Management LLC, city: Danville, state: CA, value: 4036, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322382/; rank: 41, crd: 305614, firm: Fermata Advisors, city: Sonoma, state: CA, value: 3885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305614/; rank: 42, crd: 104707, firm: Private Management Group Inc, city: Irvine, state: CA, value: 3594, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104707/; rank: 43, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 3538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 44, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 3535, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 45, 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: 46, crd: 110152, firm: California Financial Advisors, city: San Ramon, state: CA, value: 3050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110152/; rank: 47, 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: 48, 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: 49, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 2433, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 50, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 2385, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 51, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 2381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 52, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 2309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 53, crd: 110365, firm: Destination Wealth Management, city: Walnut Creek, state: CA, value: 2303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110365/; rank: 54, crd: 109143, firm: Index Fund Advisors, Inc., city: Irvine, state: CA, value: 2159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109143/; rank: 55, crd: 323461, firm: Channel Wealth, LLC, city: Santa Barbara, state: CA, value: 2141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323461/; rank: 56, crd: 315768, firm: Prosperitas Financial, LLC, city: Valencia, state: CA, value: 2138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315768/; rank: 57, crd: 199513, firm: Castle Rock Wealth Management, LLC, city: Walnut Creek, state: CA, value: 2042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/199513/; rank: 58, crd: 151988, firm: Asset Dedication, LLC, city: San Francisco, state: CA, value: 1998, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151988/; rank: 59, crd: 300921, firm: KWB Wealth, city: Redlands, state: CA, value: 1971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300921/; rank: 60, crd: 329172, firm: Finn, city: San Francisco, state: CA, value: 1898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329172/; rank: 61, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 1895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 62, crd: 144127, firm: Legacy Investment Services, LLC, city: Rancho Cucamonga, state: CA, value: 1854, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144127/; rank: 63, crd: 146132, firm: Safeguard Investment Advisory Group, LLC, city: Corona, state: CA, value: 1804, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146132/; rank: 64, crd: 109930, firm: Compak Asset Management, city: Newport Beach, state: CA, value: 1751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109930/; rank: 65, crd: 325859, firm: Accelerate Retirement, city: Aliso Viejo, state: CA, value: 1638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325859/; rank: 66, crd: 44960, firm: Plan Financial, city: Fresno, state: CA, value: 1634, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/44960/; rank: 67, crd: 294881, firm: Boldin Advisors, city: Mill Valley, state: CA, value: 1621, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294881/; rank: 68, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 1611, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 69, crd: 109629, firm: KCM Investment Advisors, city: Greenbrae, state: CA, value: 1598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109629/; rank: 70, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 1583, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 71, crd: 286001, firm: Liberty Wealth Management, LLC, city: Oakland, state: CA, value: 1577, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286001/; rank: 72, crd: 132295, firm: Chatterton & Associates, city: Anaheim, state: CA, value: 1542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132295/; rank: 73, crd: 110454, firm: Financial Management Network Inc, city: Mission Viejo, state: CA, value: 1528, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110454/; rank: 74, crd: 105515, firm: Halbert Hargrove, city: Long Beach, state: CA, value: 1520, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105515/; rank: 75, crd: 165868, firm: Claraphi Advisory Network, LLC, city: Aliso Viejo, state: CA, value: 1508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165868/; rank: 76, crd: 318714, firm: Arta Finance, city: Mountain View, state: CA, value: 1506, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318714/; rank: 77, crd: 116632, firm: Van Hulzen Financial Advisors, city: El Dorado Hills, state: CA, value: 1499, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116632/; rank: 78, crd: 158857, firm: Westmount Partners, LLC, city: Los Angeles, state: CA, value: 1463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158857/; rank: 79, crd: 283034, firm: Kinetic Investment Management, Inc., city: Los Angeles, state: CA, value: 1460, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283034/; rank: 80, crd: 168744, firm: Arrowroot Family Office, LLC, city: Marina del Rey, state: CA, value: 1415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168744/; rank: 81, crd: 174447, firm: Rubicon Advisors, city: Redding, state: CA, value: 1391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174447/; rank: 82, crd: 140451, firm: RVW Wealth LLC, city: Los Angeles, state: CA, value: 1378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140451/; rank: 83, crd: 18835, firm: Alliance Advisory & Securities, LLC, city: Westlake Village, state: CA, value: 1350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18835/; rank: 84, crd: 128586, firm: Summitry, LLC, city: Foster City, state: CA, value: 1327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128586/; rank: 85, crd: 113348, firm: Natural Investments, city: Windsor, state: CA, value: 1299, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113348/; rank: 86, crd: 141250, firm: Morton Wealth, city: Calabasas, state: CA, value: 1293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141250/; rank: 87, crd: 107456, firm: First Financial Consulting, city: Pasadena, state: CA, value: 1286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107456/; rank: 88, crd: 109034, firm: Gemmer Asset Management LLC, city: Walnut Creek, state: CA, value: 1285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109034/; rank: 89, crd: 332063, firm: Mostt Inc., city: Sherman Oaks, state: CA, value: 1230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332063/; rank: 90, crd: 111041, firm: Eclectic Associates, Inc., city: Fullerton, state: CA, value: 1228, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111041/; rank: 91, crd: 107058, firm: Check Capital Management Inc, city: Costa Mesa, state: CA, value: 1223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107058/; rank: 92, crd: 110291, firm: Ami Asset Management Corp, city: Los Angeles, state: CA, value: 1221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110291/; rank: 93, crd: 145363, firm: Regatta Capital Group, LLC, city: El Segundo, state: CA, value: 1165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145363/; rank: 94, crd: 327520, firm: Global Predictions Inc, city: Oakland, state: CA, value: 1158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327520/; rank: 95, crd: 110550, firm: Bailard, Inc., city: Foster City, state: CA, value: 1137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110550/; rank: 96, crd: 287895, firm: Weaver Consulting Group, LLC, city: Huntington Beach, state: CA, value: 1119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287895/; rank: 97, crd: 106071, firm: Manchester Financial Inc, city: Westlake Village, state: CA, value: 1102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106071/; rank: 98, crd: 149596, firm: Delta Investment Management, LLC, city: San Francisco, state: CA, value: 1099, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149596/; rank: 99, crd: 140923, firm: L & S Advisors, Inc, city: Los Angeles, state: CA, value: 1093, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140923/; rank: 100, crd: 108188, firm: Apriem Advisors, city: Irvine, state: CA, value: 1071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108188/

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

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