# Newest independent RIAs in California

As of October 2, 2026, Beacon Coast Partners, LLC ranked #1 in California in AdvisorIQ's ranking of newest independent RIAs, with $2.3 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: 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.
- unit: usd
- scope: California
- firms_listed: 100
- rows: rank: 1, crd: 341584, firm: Beacon Coast Partners, LLC, city: San Francisco, state: CA, value: 2283762064, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341584/; rank: 2, crd: 340200, firm: Stonebridge Financial Group, city: San Rafael, state: CA, value: 895995473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340200/; rank: 3, crd: 342220, firm: Broadside Wealth, city: San Francisco, state: CA, value: 874516229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342220/; rank: 4, crd: 340644, firm: Shah Wealth Advisors, city: Chino Hills, state: CA, value: 606152179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340644/; rank: 5, crd: 338933, firm: Ocean Path Advisors, LLC, city: Manhattan Beach, state: CA, value: 559523253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338933/; rank: 6, crd: 333645, firm: Jet Wealth Advisors, city: La Jolla, state: CA, value: 546543000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333645/; rank: 7, crd: 339321, firm: Prosperity Financial Group, Inc., city: San Ramon, state: CA, value: 502955078, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339321/; rank: 8, crd: 338563, firm: Pointone Family Office, city: Manhattan Beach, state: CA, value: 327091481, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338563/; rank: 9, crd: 317161, firm: Synchronous Wealth Advisors LLC, city: Solvang, state: CA, value: 286055158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317161/; rank: 10, crd: 144290, firm: Certis Capital Management, Inc., city: Santa Barbara, state: CA, value: 255928370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144290/; rank: 11, crd: 316431, firm: Kaiyo Wealth LLC, city: San Diego, state: CA, value: 240126229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316431/; rank: 12, crd: 339934, firm: R.I.T. Wealth Advisors, city: San Luis Obispo, state: CA, value: 235361000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339934/; rank: 13, crd: 338608, firm: Madson Wealth Advisors Inc., city: Santa Rosa, state: CA, value: 208732967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338608/; rank: 14, crd: 282566, firm: Seagull Lane Asset Management LLC, city: Huntington Beach, state: CA, value: 207934000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282566/; rank: 15, crd: 341781, firm: Cosmos Wealth, LLC, city: La Jolla, state: CA, value: 191452317, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341781/; rank: 16, crd: 172464, firm: Madrid Retirement Advisors, city: Manhattan Beach, state: CA, value: 184242890, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172464/; rank: 17, crd: 338266, firm: Angeles Family Office, city: Santa Monica, state: CA, value: 181973559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338266/; rank: 18, crd: 312741, firm: Dark Horse Advisors LLC, city: San Diego, state: CA, value: 181732180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312741/; rank: 19, crd: 340677, firm: Cavu Wealth Advisors, LLC, city: Walnut Creek, state: CA, value: 171550000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340677/; rank: 20, crd: 333479, firm: Igw Advisory Investment Management LLC, city: Los Angeles, state: CA, value: 170515836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333479/; rank: 21, crd: 282230, firm: Financial Zen, city: San Francisco, state: CA, value: 167610372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282230/; rank: 22, crd: 288345, firm: Impact Fiduciary LLC, city: Pasadena, state: CA, value: 155000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288345/; rank: 23, crd: 120228, firm: Classic Financial, city: Westlake Village, state: CA, value: 151645327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120228/; rank: 24, crd: 327794, firm: Total Wealth Solutions, city: Los Altos, state: CA, value: 148000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327794/; rank: 25, crd: 338775, firm: Ultra Advisory Group, city: Irvine, state: CA, value: 142609950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338775/; rank: 26, crd: 108762, firm: Rittmann Capital Management Co, city: Moraga, state: CA, value: 142436898, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108762/; rank: 27, crd: 281752, firm: RJ Patterson Group, city: San Diego, state: CA, value: 142396919, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281752/; rank: 28, crd: 312539, firm: Think Different Financial Planning, city: Menlo Park, state: CA, value: 141525076, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312539/; rank: 29, crd: 312805, firm: Sikorski Wealth Management, LLC, city: San Diego, state: CA, value: 139584563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312805/; rank: 30, crd: 312361, firm: Giving Tree Wealth Advisors, city: San Ramon, state: CA, value: 137997072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312361/; rank: 31, crd: 126849, firm: Apple & Associates, city: Grass Valley, state: CA, value: 137703665, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126849/; rank: 32, crd: 283764, firm: Wealthrise Financial Planning, LLC, city: Carlsbad, state: CA, value: 136033057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283764/; rank: 33, crd: 289810, firm: Crystal Cove Asset Management, city: Newport Beach, state: CA, value: 135190931, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289810/; rank: 34, crd: 125484, firm: Garhwal, Chan & Williams Inc., city: San Francisco, state: CA, value: 133595574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125484/; rank: 35, crd: 312196, firm: Corinthian Wealth Management, city: San Jose, state: CA, value: 131665540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312196/; rank: 36, crd: 306501, firm: Warm Springs Advisors Inc., city: Larkspur, state: CA, value: 131346508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306501/; rank: 37, crd: 336030, firm: Brave New Wealth, city: Westlake Village, state: CA, value: 130719275, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336030/; rank: 38, crd: 300041, firm: Burlingame Wealth Management, LLC, city: Burlingame, state: CA, value: 129396168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300041/; rank: 39, crd: 339220, firm: Miller Financial Services, Inc., city: San Juan Capistrano, state: CA, value: 127000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339220/; rank: 40, crd: 141036, firm: Index Financial Advisors LLC, city: Healdsburg, state: CA, value: 125604909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141036/; rank: 41, crd: 152180, firm: Infinity 8 Investments, LLC, city: Cupertino, state: CA, value: 123937287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152180/; rank: 42, crd: 148549, firm: Zuckerman Capital Management, LLC, city: Los Angeles, state: CA, value: 123492879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148549/; rank: 43, crd: 282463, firm: Pacific Specialty Investment Group, LLC, city: Newport Beach, state: CA, value: 123212802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282463/; rank: 44, crd: 6290, firm: Bridgeview Capital Advisors, Inc., city: El Dorado Hills, state: CA, value: 122177138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/6290/; rank: 45, crd: 173224, firm: New Wave Financial Services, city: Hermosa Beach, state: CA, value: 121574578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173224/; rank: 46, crd: 305773, firm: Twin Rivers Wealth Management, city: Sacramento, state: CA, value: 121500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305773/; rank: 47, crd: 334760, firm: Wealth Script Advisors, city: San Francisco, state: CA, value: 121388307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334760/; rank: 48, crd: 156730, firm: Tweet Management Services, Inc., city: La Mesa, state: CA, value: 120500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156730/; rank: 49, crd: 148880, firm: Fullerton Advisors, LLC, city: Danville, state: CA, value: 120394113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148880/; rank: 50, crd: 158147, firm: Goldberg Financial Advisors, LLC, city: El Segundo, state: CA, value: 120324284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158147/; rank: 51, crd: 288519, firm: Mile Wealth Management, city: Irvine, state: CA, value: 120121620, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288519/; rank: 52, crd: 290153, firm: Goldman Wealth Management, city: San Diego, state: CA, value: 119967372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290153/; rank: 53, crd: 283119, firm: Schauer Investment Management, Inc., city: Northridge, state: CA, value: 119744010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283119/; rank: 54, crd: 146786, firm: Triad Investment Management, LLC, city: Newport Beach, state: CA, value: 119542078, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146786/; rank: 55, crd: 309675, firm: Vantage Financial Group, city: Auburn, state: CA, value: 118600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309675/; rank: 56, crd: 331568, firm: Terrafirma Wealth Partners, city: Walnut Creek, state: CA, value: 118465077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331568/; rank: 57, crd: 309396, firm: Ark Wealth Advisors, LLC, city: Yorba Linda, state: CA, value: 117960866, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309396/; rank: 58, crd: 137530, firm: AK Global Asset Management, LLC, city: Oakland, state: CA, value: 117775139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137530/; rank: 59, crd: 301028, firm: Allpoint Financial Group, city: Petaluma, state: CA, value: 116768023, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301028/; rank: 60, crd: 334754, firm: Nim Wealth Solutions, city: San Jose, state: CA, value: 116755871, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334754/; rank: 61, crd: 323615, firm: Align Wealth Management, LLC, city: San Jose, state: CA, value: 116708805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323615/; rank: 62, crd: 309109, firm: Tidwell Wealth Management LLC, city: Rocklin, state: CA, value: 116655745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309109/; rank: 63, crd: 307687, firm: Luna Capital Management, LLC, city: Burlingame, state: CA, value: 116430229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307687/; rank: 64, crd: 155169, firm: Ebert Capital Management Inc., city: Eureka, state: CA, value: 116304266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155169/; rank: 65, crd: 108082, firm: Jaffe Asset Management LLC, city: Beverly Hills, state: CA, value: 116219162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108082/; rank: 66, crd: 138087, firm: Salvini Financial Planning, city: San Luis Obispo, state: CA, value: 116154534, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138087/; rank: 67, crd: 292274, firm: Orchard City Wealth Management, LLC, city: Los Gatos, state: CA, value: 116119975, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292274/; rank: 68, crd: 319100, firm: Knecht Capital Management, LLC, city: Napa, state: CA, value: 116001805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319100/; rank: 69, crd: 332607, firm: Investlinc Wealth Services, city: Brea, state: CA, value: 115607769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332607/; rank: 70, crd: 134374, firm: KB Financial Advisors LLC, city: San Francisco, state: CA, value: 115482021, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134374/; rank: 71, crd: 290139, firm: Wealth Compass Financial, Inc., city: Carlsbad, state: CA, value: 115401312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290139/; rank: 72, crd: 321145, firm: Green Ocean Global Advisors LLC, city: San Francisco, state: CA, value: 114826953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321145/; rank: 73, crd: 342560, firm: Lynch Financial Advisors, city: Roseville, state: CA, value: 112884564, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342560/; rank: 74, crd: 296438, firm: San Francisco Wealth Planning LLC, city: Petaluma, state: CA, value: 112288388, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296438/; rank: 75, crd: 327527, firm: Wealthlynk, Inc., city: Fallbrook, state: CA, value: 112008547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327527/; rank: 76, crd: 319218, firm: Swad Wealth Management LLC, city: Santa Rosa, state: CA, value: 111061079, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319218/; rank: 77, crd: 175113, firm: Kroeger Financial Partners, city: Grass Valley, state: CA, value: 111051159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175113/; rank: 78, crd: 287561, firm: CS Tomasi Wealth Management, city: Costa Mesa, state: CA, value: 110265442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287561/; rank: 79, crd: 288892, firm: Hunt Wealth Management, city: Concord, state: CA, value: 110000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288892/; rank: 80, crd: 315313, firm: Caregen Wealth Management, city: San Mateo, state: CA, value: 109926074, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315313/; rank: 81, crd: 304619, firm: Veraz Advisors, city: San Ramon, state: CA, value: 109563851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304619/; rank: 82, crd: 324090, firm: Finances for Real Life, city: Lompoc, state: CA, value: 108598044, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324090/; rank: 83, crd: 300058, firm: Dove Investment Research and Management, Inc., city: Irvine, state: CA, value: 107371381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300058/; rank: 84, crd: 304463, firm: Muse Capital Management LLC, city: Santa Monica, state: CA, value: 106983502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304463/; rank: 85, crd: 307357, firm: Ella Financial Advising, city: Oakland, state: CA, value: 106855983, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307357/; rank: 86, crd: 298277, firm: Mana Financial Life Design, city: Glendale, state: CA, value: 106079775, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298277/; rank: 87, crd: 330374, firm: Kukui Tree Capital Management LLC, city: Palo Alto, state: CA, value: 105200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330374/; rank: 88, crd: 168542, firm: Red Seven, city: Escondido, state: CA, value: 104395000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168542/; rank: 89, crd: 306770, firm: Wellacre Global Wealth Advisors, city: Santa Monica, state: CA, value: 104340000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306770/; rank: 90, crd: 323513, firm: Bright Lake Wealth Management, LLC, city: Redding, state: CA, value: 103644423, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323513/; rank: 91, crd: 124924, firm: Naylor & Company, city: Orinda, state: CA, value: 103386844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124924/; rank: 92, crd: 317221, firm: Abundant Wealth Partners, LLC, city: Santa Barbara, state: CA, value: 103183113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317221/; rank: 93, crd: 326407, firm: Wealth Strategies Group, city: Newport Beach, state: CA, value: 102928253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326407/; rank: 94, crd: 341250, firm: Factory Capital LLC, city: Los Angeles, state: CA, value: 102526166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341250/; rank: 95, crd: 313075, firm: Stillwater Capital Management, city: Carmel-by-the-Sea, state: CA, value: 102463339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313075/; rank: 96, crd: 119355, firm: Wynn Capital Management, LLC, city: Santa Cruz, state: CA, value: 102011468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119355/; rank: 97, crd: 159966, firm: Hilpan Moxie Wealth Management, LLC, city: Irvine, state: CA, value: 100359897, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159966/; rank: 98, crd: 171082, firm: Three Oaks Wealth, city: Gold River, state: CA, value: 100005394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171082/; rank: 99, crd: 141634, firm: Tweddell Goldberg Investment Management, city: Sonora, state: CA, value: 96927246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141634/; rank: 100, crd: 317288, firm: Peak Financial Planning, city: Canoga Park, state: CA, value: 93000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317288/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/california/

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