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For asset managers
AdvisorIQ

Ranking, California

Newest wealth firms, including broker-dealer firms in California

As of October 2, 2026, Beacon Coast Partners, LLC ranked #1 in California in AdvisorIQ's ranking of newest wealth firms, including broker-dealer firms, with $2.3 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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 Amount
1 Beacon Coast Partners, LLC San Francisco $2.3 billion
2 Stonebridge Financial Group San Rafael $896.0 million
3 Broadside Wealth San Francisco $874.5 million
4 Shah Wealth Advisors Chino Hills $606.2 million
5 Ocean Path Advisors, LLC Manhattan Beach $559.5 million
6 Jet Wealth Advisors La Jolla $546.5 million
7 Prosperity Financial Group, Inc. San Ramon $503.0 million
8 Pointone Family Office Manhattan Beach $327.1 million
9 Synchronous Wealth Advisors LLC Solvang $286.1 million
10 Certis Capital Management, Inc. Santa Barbara $255.9 million
11 Kaiyo Wealth LLC San Diego $240.1 million
12 R.I.T. Wealth Advisors San Luis Obispo $235.4 million
13 Madson Wealth Advisors Inc. Santa Rosa $208.7 million
14 Seagull Lane Asset Management LLC Huntington Beach $207.9 million
15 Cosmos Wealth, LLC La Jolla $191.5 million
16 Altruist Advisors LLC Broker-dealer affiliated Culver City $190.0 million
17 Madrid Retirement Advisors Manhattan Beach $184.2 million
18 Angeles Family Office Santa Monica $182.0 million
19 Dark Horse Advisors LLC San Diego $181.7 million
20 Cavu Wealth Advisors, LLC Walnut Creek $171.6 million
21 Igw Advisory Investment Management LLC Los Angeles $170.5 million
22 Financial Zen San Francisco $167.6 million
23 Impact Fiduciary LLC Pasadena $155.0 million
24 J K R & Company, Inc. Broker-dealer affiliated Van Nuys $152.4 million
25 Classic Financial Westlake Village $151.6 million
26 Total Wealth Solutions Los Altos $148.0 million
27 Ultra Advisory Group Irvine $142.6 million
28 Rittmann Capital Management Co Moraga $142.4 million
29 RJ Patterson Group San Diego $142.4 million
30 Think Different Financial Planning Menlo Park $141.5 million
31 Sikorski Wealth Management, LLC San Diego $139.6 million
32 Giving Tree Wealth Advisors San Ramon $138.0 million
33 Apple & Associates Grass Valley $137.7 million
34 Wealthrise Financial Planning, LLC Carlsbad $136.0 million
35 Crystal Cove Asset Management Newport Beach $135.2 million
36 Garhwal, Chan & Williams Inc. San Francisco $133.6 million
37 Corinthian Wealth Management San Jose $131.7 million
38 Warm Springs Advisors Inc. Larkspur $131.3 million
39 Brave New Wealth Westlake Village $130.7 million
40 Burlingame Wealth Management, LLC Burlingame $129.4 million
41 Miller Financial Services, Inc. San Juan Capistrano $127.0 million
42 Index Financial Advisors LLC Healdsburg $125.6 million
43 Infinity 8 Investments, LLC Cupertino $123.9 million
44 Zuckerman Capital Management, LLC Los Angeles $123.5 million
45 Pacific Specialty Investment Group, LLC Newport Beach $123.2 million
46 Bridgeview Capital Advisors, Inc. El Dorado Hills $122.2 million
47 New Wave Financial Services Hermosa Beach $121.6 million
48 Twin Rivers Wealth Management Sacramento $121.5 million
49 Wealth Script Advisors San Francisco $121.4 million
50 Tweet Management Services, Inc. La Mesa $120.5 million
51 Fullerton Advisors, LLC Danville $120.4 million
52 Goldberg Financial Advisors, LLC El Segundo $120.3 million
53 Mile Wealth Management Irvine $120.1 million
54 Goldman Wealth Management San Diego $120.0 million
55 Schauer Investment Management, Inc. Northridge $119.7 million
56 Triad Investment Management, LLC Newport Beach $119.5 million
57 Vantage Financial Group Auburn $118.6 million
58 Terrafirma Wealth Partners Walnut Creek $118.5 million
59 Ark Wealth Advisors, LLC Yorba Linda $118.0 million
60 AK Global Asset Management, LLC Oakland $117.8 million
61 Allpoint Financial Group Petaluma $116.8 million
62 Investment Managers Group, LLC Broker-dealer affiliated Temecula $116.8 million
63 Nim Wealth Solutions San Jose $116.8 million
64 Align Wealth Management, LLC San Jose $116.7 million
65 Tidwell Wealth Management LLC Rocklin $116.7 million
66 Luna Capital Management, LLC Burlingame $116.4 million
67 Ebert Capital Management Inc. Eureka $116.3 million
68 Jaffe Asset Management LLC Beverly Hills $116.2 million
69 Salvini Financial Planning San Luis Obispo $116.2 million
70 Orchard City Wealth Management, LLC Los Gatos $116.1 million
71 Knecht Capital Management, LLC Napa $116.0 million
72 Investlinc Wealth Services Brea $115.6 million
73 KB Financial Advisors LLC San Francisco $115.5 million
74 Wealth Compass Financial, Inc. Carlsbad $115.4 million
75 Green Ocean Global Advisors LLC San Francisco $114.8 million
76 Lynch Financial Advisors Roseville $112.9 million
77 San Francisco Wealth Planning LLC Petaluma $112.3 million
78 Wealthlynk, Inc. Fallbrook $112.0 million
79 Swad Wealth Management LLC Santa Rosa $111.1 million
80 Kroeger Financial Partners Grass Valley $111.1 million
81 CS Tomasi Wealth Management Costa Mesa $110.3 million
82 Hunt Wealth Management Concord $110.0 million
83 Caregen Wealth Management San Mateo $109.9 million
84 Veraz Advisors San Ramon $109.6 million
85 Finances for Real Life Lompoc $108.6 million
86 Dove Investment Research and Management, Inc. Irvine $107.4 million
87 Muse Capital Management LLC Santa Monica $107.0 million
88 Ella Financial Advising Oakland $106.9 million
89 Mana Financial Life Design Glendale $106.1 million
90 Kukui Tree Capital Management LLC Palo Alto $105.2 million
91 Red Seven Escondido $104.4 million
92 Wellacre Global Wealth Advisors Santa Monica $104.3 million
93 Bright Lake Wealth Management, LLC Redding $103.6 million
94 Alamo Capital Broker-dealer affiliated Walnut Creek $103.6 million
95 Naylor & Company Orinda $103.4 million
96 Abundant Wealth Partners, LLC Santa Barbara $103.2 million
97 Wealth Strategies Group Newport Beach $102.9 million
98 Factory Capital LLC Los Angeles $102.5 million
99 Stillwater Capital Management Carmel-by-the-Sea $102.5 million
100 Wynn Capital Management, LLC Santa Cruz $102.0 million

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

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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.