# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 104510, firm: Edelman Financial Engines, city: Santa Clara, state: CA, value: 45656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104510/; rank: 2, crd: 148456, firm: Wealthfront Advisers LLC, city: Palo Alto, state: CA, value: 12784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148456/; rank: 3, crd: 119290, firm: Beacon Pointe Advisors, LLC, city: Newport Beach, state: CA, value: 11482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119290/; rank: 4, crd: 269866, firm: Lido, city: Los Angeles, state: CA, value: 9829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/269866/; rank: 5, crd: 111167, firm: Allworth Financial, L.P., city: Folsom, state: CA, value: 9283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111167/; rank: 6, crd: 108163, firm: Seia, city: Los Angeles, state: CA, value: 4920, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108163/; rank: 7, crd: 321633, firm: Concentric, city: Walnut Creek, state: CA, value: 4380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321633/; rank: 8, crd: 113057, firm: Mission Wealth Management, LP, city: Santa Barbara, state: CA, value: 3633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113057/; rank: 9, crd: 144316, firm: Pure Financial Advisors, LLC, city: San Diego, state: CA, value: 3567, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144316/; rank: 10, crd: 302050, firm: Farther, city: San Francisco, state: CA, value: 3463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302050/; rank: 11, crd: 301819, firm: Ieq Capital, LLC, city: Foster City, state: CA, value: 2300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301819/; rank: 12, crd: 174346, firm: Alphacore Capital LLC, city: La Jolla, state: CA, value: 2209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174346/; rank: 13, crd: 164081, firm: Axxcess Wealth Management, LLC, city: Carlsbad, state: CA, value: 2199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164081/; rank: 14, crd: 160715, firm: Signature Investment Advisors, LLC, city: Los Angeles, state: CA, value: 1747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160715/; rank: 15, crd: 146720, firm: Aspiriant, LLC, city: Los Angeles, state: CA, value: 1683, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146720/; rank: 16, crd: 131037, firm: Perigon Wealth Management, LLC, city: San Francisco, state: CA, value: 1653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131037/; rank: 17, crd: 111147, firm: EP Wealth Advisors, city: Torrance, state: CA, value: 1589, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111147/; rank: 18, crd: 122307, firm: JDL Advisers, city: Newport Beach, state: CA, value: 1376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122307/; rank: 19, crd: 110365, firm: Destination Wealth Management, city: Walnut Creek, state: CA, value: 1335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110365/; rank: 20, crd: 289977, firm: Robertson Stephens, city: San Francisco, state: CA, value: 1256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289977/; rank: 21, crd: 107058, firm: Check Capital Management Inc, city: Costa Mesa, state: CA, value: 1192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107058/; rank: 22, crd: 114861, firm: One Capital Management, LLC, city: Westlake Village, state: CA, value: 1168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114861/; rank: 23, crd: 109930, firm: Compak Asset Management, city: Newport Beach, state: CA, value: 1155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109930/; rank: 24, crd: 109629, firm: KCM Investment Advisors, city: Greenbrae, state: CA, value: 1092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109629/; rank: 25, crd: 318714, firm: Arta Finance, city: Mountain View, state: CA, value: 1043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318714/; rank: 26, crd: 140800, firm: Parallel Advisors, LLC, city: San Francisco, state: CA, value: 1013, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140800/; rank: 27, crd: 286001, firm: Liberty Wealth Management, LLC, city: Oakland, state: CA, value: 995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286001/; rank: 28, crd: 104707, firm: Private Management Group Inc, city: Irvine, state: CA, value: 974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104707/; rank: 29, crd: 172173, firm: RPG Investment Advisory, LLC, city: Pleasanton, state: CA, value: 953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172173/; rank: 30, crd: 286477, firm: Perennial Financial Services, city: Los Angeles, state: CA, value: 913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286477/; rank: 31, crd: 109143, firm: Index Fund Advisors, Inc., city: Irvine, state: CA, value: 909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109143/; rank: 32, crd: 168650, firm: Occidental Asset Management, LLC, city: Burlingame, state: CA, value: 908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168650/; rank: 33, crd: 105515, firm: Halbert Hargrove, city: Long Beach, state: CA, value: 883, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105515/; rank: 34, crd: 300921, firm: KWB Wealth, city: Redlands, state: CA, value: 880, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300921/; rank: 35, crd: 165168, firm: Steelpeak Wealth, LLC, city: Los Angeles, state: CA, value: 858, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165168/; rank: 36, crd: 158857, firm: Westmount Partners, LLC, city: Los Angeles, state: CA, value: 847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158857/; rank: 37, crd: 323461, firm: Channel Wealth, LLC, city: Santa Barbara, state: CA, value: 842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323461/; rank: 38, crd: 110550, firm: Bailard, Inc., city: Foster City, state: CA, value: 831, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110550/; rank: 39, crd: 151988, firm: Asset Dedication, LLC, city: San Francisco, state: CA, value: 828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151988/; rank: 40, crd: 128590, firm: Abacus Wealth Partners, city: Santa Monica, state: CA, value: 747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128590/; rank: 41, crd: 128586, firm: Summitry, LLC, city: Foster City, state: CA, value: 745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128586/; rank: 42, crd: 141250, firm: Morton Wealth, city: Calabasas, state: CA, value: 724, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141250/; rank: 43, crd: 132657, firm: Bakeravenue, city: San Francisco, state: CA, value: 716, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132657/; rank: 44, crd: 153649, firm: Gerber Kawasaki Wealth & Investment Management, city: Santa Monica, state: CA, value: 706, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153649/; rank: 45, crd: 305614, firm: Fermata Advisors, city: Sonoma, state: CA, value: 693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305614/; rank: 46, crd: 110152, firm: California Financial Advisors, city: San Ramon, state: CA, value: 666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110152/; rank: 47, crd: 327155, firm: Nectarine, city: San Diego, state: CA, value: 609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327155/; rank: 48, crd: 168744, firm: Arrowroot Family Office, LLC, city: Marina del Rey, state: CA, value: 595, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168744/; rank: 49, crd: 108033, firm: Clifford Swan Investment Counselors, city: Pasadena, state: CA, value: 588, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108033/; rank: 50, crd: 108052, firm: Earned Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108052/; rank: 51, crd: 311984, firm: Ridgecrest Wealth Partners, LLC, city: San Rafael, state: CA, value: 579, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311984/; rank: 52, crd: 109240, firm: Willow Creek Wealth Management, Inc., city: Sebastopol, state: CA, value: 561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109240/; rank: 53, crd: 109034, firm: Gemmer Asset Management LLC, city: Walnut Creek, state: CA, value: 559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109034/; rank: 54, crd: 305552, firm: Jeppson Wealth Management, LLC, city: Manhattan Beach, state: CA, value: 548, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305552/; rank: 55, crd: 111458, firm: Cooper McManus, city: Irvine, state: CA, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111458/; rank: 55, crd: 281597, firm: Trilogy Capital, Inc., city: Irvine, state: CA, value: 546, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281597/; rank: 57, crd: 174092, firm: Falcon Wealth Planning, LLC, city: Ontario, state: CA, value: 528, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174092/; rank: 58, crd: 294881, firm: Boldin Advisors, city: Mill Valley, state: CA, value: 516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294881/; rank: 59, crd: 111295, firm: Sand Hill Global Advisors, LLC, city: Palo Alto, state: CA, value: 504, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111295/; rank: 59, crd: 128066, firm: Baker Street Advisors, LLC, city: San Francisco, state: CA, value: 504, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128066/; rank: 61, crd: 300314, firm: Jackson Square Capital, LLC, city: San Francisco, state: CA, value: 503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300314/; rank: 62, crd: 107456, firm: First Financial Consulting, city: Pasadena, state: CA, value: 487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107456/; rank: 63, crd: 145363, firm: Regatta Capital Group, LLC, city: El Segundo, state: CA, value: 471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145363/; rank: 64, crd: 110454, firm: Financial Management Network Inc, city: Mission Viejo, state: CA, value: 460, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110454/; rank: 65, crd: 149108, firm: Telos Capital Management, Inc., city: San Diego, state: CA, value: 456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149108/; rank: 66, crd: 110506, firm: Saratoga Research & Investment Management, city: Saratoga, state: CA, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110506/; rank: 67, crd: 289797, firm: Ignite Planners LLC, city: San Clemente, state: CA, value: 450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289797/; rank: 68, crd: 168062, firm: Oceaniq Capital, LLC, city: Palo Alto, state: CA, value: 448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168062/; rank: 69, crd: 314816, firm: Thepartners Wealth Management, city: Carmel by the Sea, state: CA, value: 430, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314816/; rank: 70, crd: 108100, firm: Osborne Partners, city: San Francisco, state: CA, value: 428, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108100/; rank: 71, crd: 299589, firm: Intelligence Driven Advisers, LLC, city: Carlsbad, state: CA, value: 421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299589/; rank: 72, crd: 108676, firm: HCR Wealth Advisors, city: Los Angeles, state: CA, value: 420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108676/; rank: 73, crd: 160407, firm: Pacific Capital Associates, city: San Diego, state: CA, value: 411, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160407/; rank: 74, crd: 111041, firm: Eclectic Associates, Inc., city: Fullerton, state: CA, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111041/; rank: 74, crd: 305565, firm: Catalyst Private Wealth, LLC, city: San Mateo, state: CA, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305565/; rank: 76, crd: 143483, firm: Composition Wealth, LLC, city: Los Angeles, state: CA, value: 406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143483/; rank: 77, crd: 153256, firm: Select Money Management, Inc., city: Los Angeles, state: CA, value: 399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153256/; rank: 78, crd: 132295, firm: Chatterton & Associates, city: Anaheim, state: CA, value: 397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132295/; rank: 79, crd: 146132, firm: Safeguard Investment Advisory Group, LLC, city: Corona, state: CA, value: 395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146132/; rank: 80, crd: 329135, firm: Potentia Wealth, city: San Jose, state: CA, value: 392, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329135/; rank: 81, crd: 110291, firm: Ami Asset Management Corp, city: Los Angeles, state: CA, value: 387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110291/; rank: 82, crd: 287895, firm: Weaver Consulting Group, LLC, city: Huntington Beach, state: CA, value: 376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287895/; rank: 83, crd: 118376, firm: Burton Enright Welch, city: Walnut Creek, state: CA, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118376/; rank: 84, crd: 116632, firm: Van Hulzen Financial Advisors, city: El Dorado Hills, state: CA, value: 369, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116632/; rank: 85, crd: 168017, firm: Redwood Investment Group, Inc, city: Fort Bragg, state: CA, value: 367, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168017/; rank: 86, crd: 154522, firm: Westside Investment Management, LLC, city: Santa Monica, state: CA, value: 365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154522/; rank: 87, crd: 126752, firm: Cardiff Park Advisors, city: Carlsbad, state: CA, value: 358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126752/; rank: 88, crd: 135373, firm: Wealth Architects, LLC, city: Mountain View, state: CA, value: 356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135373/; rank: 89, crd: 329415, firm: Sovran Advisors, LLC, city: San Diego, state: CA, value: 355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329415/; rank: 90, crd: 153737, firm: Tortuga Wealth Management, city: Torrance, state: CA, value: 354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153737/; rank: 91, crd: 104557, firm: The Pacific Center for Financial Services, city: Danville, state: CA, value: 353, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104557/; rank: 92, crd: 108985, firm: Capital Advantage, Inc., city: Walnut Creek, state: CA, value: 352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108985/; rank: 93, crd: 114025, firm: JSF Financial, LLC, city: Los Angeles, state: CA, value: 346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114025/; rank: 93, crd: 146759, firm: Fort Point Capital Partners LLC, city: San Francisco, state: CA, value: 346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146759/; rank: 95, crd: 108188, firm: Apriem Advisors, city: Irvine, state: CA, value: 345, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108188/; rank: 96, crd: 125114, firm: Silicon Valley Capital Partners, L.P., city: San Jose, state: CA, value: 340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125114/; rank: 97, crd: 289889, firm: Brio Financial Group, city: San Francisco, state: CA, value: 336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289889/; rank: 98, crd: 110347, firm: Knightsbridge Wealth Management, city: Newport Beach, state: CA, value: 333, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110347/; rank: 99, crd: 310510, firm: Howard Capital Management Group, LLC, city: Los Angeles, state: CA, value: 331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310510/; rank: 100, crd: 152083, firm: Financial Advisors Network, Inc., city: Tustin, state: CA, value: 328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152083/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/california/

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