IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, California

Independent RIAs with the most high net worth clients in California

As of October 2, 2026, Edelman Financial Engines ranked #1 in California in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 45,656.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Edelman Financial Engines Santa Clara 45,656
2 Wealthfront Advisers LLC Palo Alto 12,784
3 Beacon Pointe Advisors, LLC Newport Beach 11,482
4 Lido Los Angeles 9,829
5 Allworth Financial, L.P. Folsom 9,283
6 Seia Los Angeles 4,920
7 Concentric Walnut Creek 4,380
8 Mission Wealth Management, LP Santa Barbara 3,633
9 Pure Financial Advisors, LLC San Diego 3,567
10 Farther San Francisco 3,463
11 Ieq Capital, LLC Foster City 2,300
12 Alphacore Capital LLC La Jolla 2,209
13 Axxcess Wealth Management, LLC Carlsbad 2,199
14 Signature Investment Advisors, LLC Los Angeles 1,747
15 Aspiriant, LLC Los Angeles 1,683
16 Perigon Wealth Management, LLC San Francisco 1,653
17 EP Wealth Advisors Torrance 1,589
18 JDL Advisers Newport Beach 1,376
19 Destination Wealth Management Walnut Creek 1,335
20 Robertson Stephens San Francisco 1,256
21 Check Capital Management Inc Costa Mesa 1,192
22 One Capital Management, LLC Westlake Village 1,168
23 Compak Asset Management Newport Beach 1,155
24 KCM Investment Advisors Greenbrae 1,092
25 Arta Finance Mountain View 1,043
26 Parallel Advisors, LLC San Francisco 1,013
27 Liberty Wealth Management, LLC Oakland 995
28 Private Management Group Inc Irvine 974
29 RPG Investment Advisory, LLC Pleasanton 953
30 Perennial Financial Services Los Angeles 913
31 Index Fund Advisors, Inc. Irvine 909
32 Occidental Asset Management, LLC Burlingame 908
33 Halbert Hargrove Long Beach 883
34 KWB Wealth Redlands 880
35 Steelpeak Wealth, LLC Los Angeles 858
36 Westmount Partners, LLC Los Angeles 847
37 Channel Wealth, LLC Santa Barbara 842
38 Bailard, Inc. Foster City 831
39 Asset Dedication, LLC San Francisco 828
40 Abacus Wealth Partners Santa Monica 747
41 Summitry, LLC Foster City 745
42 Morton Wealth Calabasas 724
43 Bakeravenue San Francisco 716
44 Gerber Kawasaki Wealth & Investment Management Santa Monica 706
45 Fermata Advisors Sonoma 693
46 California Financial Advisors San Ramon 666
47 Nectarine San Diego 609
48 Arrowroot Family Office, LLC Marina del Rey 595
49 Clifford Swan Investment Counselors Pasadena 588
50 Earned Wealth Advisors, LLC Walnut Creek 584
51 Ridgecrest Wealth Partners, LLC San Rafael 579
52 Willow Creek Wealth Management, Inc. Sebastopol 561
53 Gemmer Asset Management LLC Walnut Creek 559
54 Jeppson Wealth Management, LLC Manhattan Beach 548
55 Cooper McManus Irvine 546
55 Trilogy Capital, Inc. Irvine 546
57 Falcon Wealth Planning, LLC Ontario 528
58 Boldin Advisors Mill Valley 516
59 Sand Hill Global Advisors, LLC Palo Alto 504
59 Baker Street Advisors, LLC San Francisco 504
61 Jackson Square Capital, LLC San Francisco 503
62 First Financial Consulting Pasadena 487
63 Regatta Capital Group, LLC El Segundo 471
64 Financial Management Network Inc Mission Viejo 460
65 Telos Capital Management, Inc. San Diego 456
66 Saratoga Research & Investment Management Saratoga 451
67 Ignite Planners LLC San Clemente 450
68 Oceaniq Capital, LLC Palo Alto 448
69 Thepartners Wealth Management Carmel by the Sea 430
70 Osborne Partners San Francisco 428
71 Intelligence Driven Advisers, LLC Carlsbad 421
72 HCR Wealth Advisors Los Angeles 420
73 Pacific Capital Associates San Diego 411
74 Eclectic Associates, Inc. Fullerton 410
74 Catalyst Private Wealth, LLC San Mateo 410
76 Composition Wealth, LLC Los Angeles 406
77 Select Money Management, Inc. Los Angeles 399
78 Chatterton & Associates Anaheim 397
79 Safeguard Investment Advisory Group, LLC Corona 395
80 Potentia Wealth San Jose 392
81 Ami Asset Management Corp Los Angeles 387
82 Weaver Consulting Group, LLC Huntington Beach 376
83 Burton Enright Welch Walnut Creek 371
84 Van Hulzen Financial Advisors El Dorado Hills 369
85 Redwood Investment Group, Inc Fort Bragg 367
86 Westside Investment Management, LLC Santa Monica 365
87 Cardiff Park Advisors Carlsbad 358
88 Wealth Architects, LLC Mountain View 356
89 Sovran Advisors, LLC San Diego 355
90 Tortuga Wealth Management Torrance 354
91 The Pacific Center for Financial Services Danville 353
92 Capital Advantage, Inc. Walnut Creek 352
93 JSF Financial, LLC Los Angeles 346
93 Fort Point Capital Partners LLC San Francisco 346
95 Apriem Advisors Irvine 345
96 Silicon Valley Capital Partners, L.P. San Jose 340
97 Brio Financial Group San Francisco 336
98 Knightsbridge Wealth Management Newport Beach 333
99 Howard Capital Management Group, LLC Los Angeles 331
100 Financial Advisors Network, Inc. Tustin 328

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

More rankings

Most high net worth clients 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.