State market data

Independent RIAs in California

As of October 2, 2026, 3,221 independent wealth management RIAs based in California reported $1.5 trillion in regulatory assets under management; the largest by assets was Edelman Financial Engines, with $326.3 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 3,221
SEC-registered: 1,081
State-registered: 2,140
Regulatory assets under management: $1.5 trillion
Client accounts: 9,761,460
Median firm size: $58.5 million
Broker-dealer affiliated firms, not included: 110, with $122.9 billion

California requires IAR continuing education, in effect since 2024. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in California.

Top firms in California

Largest independent RIAs by assets under management

Largest independent RIAs by assets under management in California, top 10
Rank	Firm	City	RAUM
1	Edelman Financial Engines	Santa Clara	$326.3 billion
2	Ieq Capital, LLC	Foster City	$56.8 billion
3	Beacon Pointe Advisors, LLC	Newport Beach	$54.9 billion
4	Wealthfront Advisers LLC	Palo Alto	$47.7 billion
5	EP Wealth Advisors	Torrance	$45.1 billion
6	Lido	Los Angeles	$42.5 billion
7	Allworth Financial, L.P.	Folsom	$33.6 billion
8	Jordan Park Group LLC	San Francisco	$23.3 billion
9	Seia	Los Angeles	$22.5 billion
10	Baker Street Advisors, LLC	San Francisco	$20.8 billion

Top 100 in California

Fastest-growing independent RIAs over one year

Fastest-growing independent RIAs over one year in California, top 10
Rank	Firm	City	Growth	Starting value
1	Salem Partners Wealth Management, LLC	Los Angeles	262.2%	$413.3 million
2	Elyxium Wealth LLC	Beverly Hills	206.9%	$452.7 million
3	Thepartners Wealth Management	Carmel by the Sea	160.5%	$454.5 million
4	Intellectus Partners, LLC	San Francisco	132.9%	$1.3 billion
5	Foundry Financial LLC	Pasadena	122.2%	$104.7 million
6	Alphacore Capital LLC	La Jolla	113.8%	$6.1 billion
7	Farther	San Francisco	112.8%	$7.5 billion
8	Torren Management, LLC	San Diego	111.0%	$177.0 million
9	Vistica Wealth Advisors, LLC	Carlsbad	97.6%	$131.6 million
10	Inflection Capital Management, LLC	San Francisco	94.0%	$188.5 million

Top 100 in California

Fastest-growing independent RIAs over three years

Fastest-growing independent RIAs over three years in California, top 10
Rank	Firm	City	Growth	Starting value
1	Concentric	Walnut Creek	92.7%	$1.9 billion
2	Alphacore Capital LLC	La Jolla	77.3%	$2.3 billion
3	Act Two Investors LLC	Santa Cruz	73.8%	$123.3 million
4	Salem Partners Wealth Management, LLC	Los Angeles	65.4%	$330.9 million
5	Alpha Solutions Investment Advisors	South San Francisco	61.7%	$110.2 million
6	Dew Point Capital	Los Angeles	60.4%	$124.5 million
7	Human Interest Advisors LLC	San Francisco	56.7%	$2.1 billion
8	Treehouse Wealth Advisors	Walnut Creek	54.6%	$161.7 million
9	Prosperitas Financial, LLC	Valencia	54.2%	$221.8 million
10	Perennial Financial Services	Los Angeles	53.8%	$686.4 million

Top 100 in California

Fastest-growing independent RIAs over five years

Fastest-growing independent RIAs over five years in California, top 10
Rank	Firm	City	Growth	Starting value
1	Alphacore Capital LLC	La Jolla	65.5%	$1.0 billion
2	Human Interest Advisors LLC	San Francisco	49.5%	$1.1 billion
3	Keystone Private Wealth	Palm Desert	43.3%	$142.3 million
4	Manhattan West Asset Management, LLC	Los Angeles	41.6%	$204.3 million
5	Lido	Los Angeles	40.8%	$7.7 billion
6	Salem Partners Wealth Management, LLC	Los Angeles	39.6%	$282.3 million
7	Fermata Advisors	Sonoma	38.7%	$196.6 million
8	Curated Wealth Partners, LLC	El Segundo	38.2%	$349.6 million
9	Ieq Capital, LLC	Foster City	37.4%	$11.6 billion
10	Dew Point Capital	Los Angeles	37.0%	$106.4 million

Top 100 in California

Independent RIAs with the biggest asset gains over one year

Independent RIAs with the biggest asset gains over one year in California, top 10
Rank	Firm	City	Increase
1	Edelman Financial Engines	Santa Clara	$33.4 billion
2	Ieq Capital, LLC	Foster City	$21.4 billion
3	Beacon Pointe Advisors, LLC	Newport Beach	$15.0 billion
4	Lido	Los Angeles	$13.4 billion
5	Wealthfront Advisers LLC	Palo Alto	$11.8 billion
6	EP Wealth Advisors	Torrance	$9.6 billion
7	Farther	San Francisco	$8.5 billion
8	Allworth Financial, L.P.	Folsom	$8.5 billion
9	Mission Wealth Management, LP	Santa Barbara	$7.0 billion
10	Alphacore Capital LLC	La Jolla	$6.9 billion

Top 100 in California

Independent RIAs with the most clients

Independent RIAs with the most clients in California, top 10
Rank	Firm	City	Most clients
1	Acorns	Irvine	8,158,329
2	Edelman Financial Engines	Santa Clara	1,566,536
3	Human Interest Advisors LLC	San Francisco	862,471
4	Wealthfront Advisers LLC	Palo Alto	518,639
5	Step Advisers, LLC	San Mateo	161,414
6	Wealth Compass Financial, Inc.	Carlsbad	146,950
7	Sigfig Wealth Management LLC	San Francisco	106,361
8	Bloom Investment Advisors, LLC	San Francisco	71,486
9	Brightplan LLC	San Jose	37,773
10	Insights Investments	Palo Alto	33,896

Top 100 in California

Independent RIAs with the fastest client growth over one year

Independent RIAs with the fastest client growth over one year in California, top 10
Rank	Firm	City	Growth	Starting value
1	Step Advisers, LLC	San Mateo	260.9%	44,724
2	Boldin Advisors	Mill Valley	194.7%	550
3	Global Predictions Inc	Oakland	168.7%	431
4	Sierra Pacific Private Wealth, LLC	Pleasanton	112.7%	142
5	Alphacore Capital LLC	La Jolla	109.2%	1,943
6	Trivant Custom Portfolio Group LLC	San Diego	104.8%	188
7	Nectarine	San Diego	103.3%	3,158
8	True Wave Financial Planners	Sacramento	94.3%	492
9	Farther	San Francisco	88.2%	8,192
10	Schmitz Capital Partners, LLC	Mill Valley	86.6%	239

Top 100 in California

Independent RIAs with the most accounts

Independent RIAs with the most accounts in California, top 10
Rank	Firm	City	Most accounts
1	Acorns	Irvine	5,152,940
2	Edelman Financial Engines	Santa Clara	1,517,156
3	Human Interest Advisors LLC	San Francisco	762,032
4	Wealthfront Advisers LLC	Palo Alto	687,493
5	Sigfig Wealth Management LLC	San Francisco	106,361
6	Allworth Financial, L.P.	Folsom	75,126
7	Bloom Investment Advisors, LLC	San Francisco	71,486
8	Farther	San Francisco	44,421
9	Lido	Los Angeles	42,220
10	Insights Investments	Palo Alto	33,896

Top 100 in California

Independent RIAs with the most advisory staff

Independent RIAs with the most advisory staff in California, top 10
Rank	Firm	City	Most advisory staff
1	Edelman Financial Engines	Santa Clara	553
2	Beacon Pointe Advisors, LLC	Newport Beach	440
3	EP Wealth Advisors	Torrance	320
4	Farther	San Francisco	252
5	Lido	Los Angeles	235
6	Ieq Capital, LLC	Foster City	193
7	Allworth Financial, L.P.	Folsom	165
8	Mission Wealth Management, LP	Santa Barbara	135
9	Seia	Los Angeles	128
10	Aspiriant, LLC	Los Angeles	105

Top 100 in California

Independent RIAs with the most high net worth clients

Independent RIAs with the most high net worth clients in California, top 10
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

Top 100 in California

Independent RIAs with the most CFP professionals

Independent RIAs with the most CFP professionals in California, top 10
Rank	Firm	City	Most CFP professionals
1	Beacon Pointe Advisors, LLC	Newport Beach	230
2	EP Wealth Advisors	Torrance	191
3	Edelman Financial Engines	Santa Clara	182
4	Farther	San Francisco	125
5	Allworth Financial, L.P.	Folsom	116
6	Mission Wealth Management, LP	Santa Barbara	86
7	Lido	Los Angeles	85
8	Pure Financial Advisors, LLC	San Diego	74
9	Seia	Los Angeles	55
10	Aspiriant, LLC	Los Angeles	45

Top 100 in California

Newest independent RIAs

Newest independent RIAs in California, top 10
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

Top 100 in California

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in California, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	748
October 1, 2019	774
October 1, 2020	818
October 4, 2021	879
October 3, 2022	899
October 5, 2023	879
October 1, 2024	915
September 2, 2025	925
October 2, 2026	1,081

Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$699.8 billion
October 1, 2019	$692.3 billion
October 1, 2020	$623.5 billion
October 4, 2021	$716.3 billion
October 3, 2022	$812.7 billion
October 5, 2023	$706.2 billion
October 1, 2024	$1.1 trillion
September 2, 2025	$1.2 trillion
October 2, 2026	$1.5 trillion

Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	2,616,071
October 1, 2019	2,798,324
October 1, 2020	4,493,385
October 4, 2021	6,700,332
October 3, 2022	6,369,028
October 5, 2023	7,737,752
October 1, 2024	9,681,565
September 2, 2025	9,119,588
October 2, 2026	9,626,569

Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$239.0 million
October 1, 2019	$221.7 million
October 1, 2020	$249.4 million
October 4, 2021	$272.3 million
October 3, 2022	$300.5 million
October 5, 2023	$259.0 million
October 1, 2024	$287.5 million
September 2, 2025	$312.0 million
October 2, 2026	$300.2 million

The market in California now

Headline figures

Headline figures, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms	3,221	1,081	2,140
Regulatory assets under management	$1.5 trillion	$1.5 trillion	$52.6 billion
Accounts	9,761,460	9,626,569	134,891
Clients	12,416,822	12,320,860	95,962
Employees	19,290	16,163	3,127
Advisory employees	11,206	8,538	2,668
Investment adviser representatives	11,785	9,035	2,750
Median RAUM	$58.5 million	$300.2 million	$22.4 million
Average RAUM	$574.7 million	$1.4 billion	$32.1 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms under $100 million	1,635	36	1,599
RAUM of firms under $100 million	$48.5 billion	$1.1 billion	$47.4 billion
Firms $100 million to $250 million	439	400	39
RAUM of firms $100 million to $250 million	$70.8 billion	$66.4 billion	$4.4 billion
Firms $250 million to $500 million	274	274	0
RAUM of firms $250 million to $500 million	$95.6 billion	$95.6 billion	$0
Firms $500 million to $1 billion	160	159	1
RAUM of firms $500 million to $1 billion	$111.3 billion	$110.5 billion	$762.6 million
Firms $1 billion to $5 billion	142	142	0
RAUM of firms $1 billion to $5 billion	$284.3 billion	$284.3 billion	$0
Firms $5 billion to $10 billion	14	14	0
RAUM of firms $5 billion to $10 billion	$105.0 billion	$105.0 billion	$0
Firms $10 billion and up	21	21	0
RAUM of firms $10 billion and up	$827.4 billion	$827.4 billion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		43.6%
Top 100 share of RAUM		72.3%

Concentration, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Top 10 share of RAUM	43.6%	45.2%	3.9%
Top 100 share of RAUM	72.3%	74.9%	20.6%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		89.9%
Charge hourly fees		51.6%
Charge subscription fees		1.7%
Charge fixed fees		57.6%
Receive commissions		1.7%
Charge performance-based fees		9.4%
Other compensation		8.0%

How advisers are paid, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Charge a percentage of assets	89.9%	96.3%	86.7%
Charge hourly fees	51.6%	49.6%	52.6%
Charge subscription fees	1.7%	1.4%	1.9%
Charge fixed fees	57.6%	64.8%	53.9%
Receive commissions	1.7%	1.6%	1.8%
Charge performance-based fees	9.4%	9.7%	9.2%
Other compensation	8.0%	8.1%	7.9%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

Custody, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Have custody	22.3%	52.2%	7.2%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Broker-dealer affiliated	1.5%	3.6%	0.5%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

New firms and successions, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
New registrations	324	129	195
Successions	No data	0	No data

Other measures

Other measures, as of October 2, 2026
Measure	Independent RIAs	SEC-registered	State-registered
Firms reporting RAUM	2,685	1,046	1,639
Discretionary RAUM	$1.4 trillion	$1.4 trillion	$42.8 billion
CFP professionals	3,772	3,031	741
25th percentile RAUM	$15.0 million	$170.8 million	$6.6 million
75th percentile RAUM	$221.2 million	$657.9 million	$50.9 million
90th percentile RAUM	$642.0 million	$1.8 billion	$78.0 million
Average account size	$158,065	$154,819	$389,680
Offer financial planning	72.9%	81.4%	68.6%
RAUM growth, one year	No data	22.0%	No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Santa Clara 9 independent RIAs, $327.2 billion
Los Angeles 153 independent RIAs, $176.9 billion
San Francisco 206 independent RIAs, $166.8 billion
Newport Beach 93 independent RIAs, $75.8 billion
Foster City 11 independent RIAs, $72.7 billion
Palo Alto 23 independent RIAs, $60.5 billion
Torrance 24 independent RIAs, $48.6 billion
San Diego 197 independent RIAs, $48.1 billion
Irvine 96 independent RIAs, $41.4 billion
Walnut Creek 58 independent RIAs, $34.9 billion
Folsom 13 independent RIAs, $34.8 billion
Santa Barbara 50 independent RIAs, $27.4 billion
Santa Monica 39 independent RIAs, $27.4 billion
Los Gatos 17 independent RIAs, $19.9 billion
La Jolla 28 independent RIAs, $18.0 billion
Carlsbad 48 independent RIAs, $17.5 billion
Beverly Hills 29 independent RIAs, $17.2 billion
Westlake Village 34 independent RIAs, $15.5 billion
Pasadena 60 independent RIAs, $15.5 billion
San Rafael 36 independent RIAs, $11.9 billion
San Jose 55 independent RIAs, $9.6 billion
El Segundo 15 independent RIAs, $9.3 billion
Menlo Park 21 independent RIAs, $8.8 billion
Greenbrae 5 independent RIAs, $8.2 billion
San Ramon 27 independent RIAs, $7.2 billion
Oakland 38 independent RIAs, $6.8 billion
Manhattan Beach 22 independent RIAs, $6.5 billion
Long Beach 18 independent RIAs, $6.5 billion
Mill Valley 19 independent RIAs, $5.4 billion
Calabasas 12 independent RIAs, $5.0 billion
Los Altos 22 independent RIAs, $4.9 billion
Berkeley 14 independent RIAs, $4.5 billion
Danville 27 independent RIAs, $4.2 billion
El Dorado Hills 16 independent RIAs, $4.2 billion
San Mateo 35 independent RIAs, $4.1 billion
Sacramento 39 independent RIAs, $3.9 billion
Thousand Oaks 28 independent RIAs, $3.9 billion
Orinda 13 independent RIAs, $3.9 billion
Costa Mesa 11 independent RIAs, $3.9 billion
Lafayette 18 independent RIAs, $3.6 billion
San Luis Obispo 21 independent RIAs, $3.5 billion
Mission Viejo 17 independent RIAs, $3.3 billion
Fresno 21 independent RIAs, $3.2 billion
Alamo 7 independent RIAs, $3.1 billion
Pleasanton 19 independent RIAs, $3.0 billion
Mountain View 13 independent RIAs, $3.0 billion
Woodland Hills 18 independent RIAs, $2.9 billion
Saratoga 7 independent RIAs, $2.9 billion
Santa Rosa 23 independent RIAs, $2.7 billion
Del Mar 12 independent RIAs, $2.7 billion
Cupertino 14 independent RIAs, $2.6 billion
Palm Desert 11 independent RIAs, $2.6 billion
Simi Valley 13 independent RIAs, $2.5 billion
Claremont 5 independent RIAs, $2.5 billion
Petaluma 16 independent RIAs, $2.3 billion
Huntington Beach 26 independent RIAs, $2.3 billion
Redlands 11 independent RIAs, $2.3 billion
Granite Bay 10 independent RIAs, $2.3 billion
Rancho Santa Fe 10 independent RIAs, $2.2 billion
Windsor 5 independent RIAs, $2.1 billion
Encino 12 independent RIAs, $2.1 billion
Ontario 7 independent RIAs, $2.1 billion
Anaheim 9 independent RIAs, $2.0 billion
Roseville 25 independent RIAs, $2.0 billion
Solana Beach 7 independent RIAs, $1.9 billion
San Clemente 13 independent RIAs, $1.9 billion
Tustin 15 independent RIAs, $1.9 billion
Burbank 12 independent RIAs, $1.8 billion
Rocklin 8 independent RIAs, $1.8 billion
Bakersfield 13 independent RIAs, $1.8 billion
Napa 12 independent RIAs, $1.8 billion
Valencia 11 independent RIAs, $1.7 billion
Modesto 6 independent RIAs, $1.6 billion
Fremont 14 independent RIAs, $1.6 billion
Burlingame 9 independent RIAs, $1.6 billion
Sausalito 13 independent RIAs, $1.6 billion
Corona 10 independent RIAs, $1.6 billion
Carmel 14 independent RIAs, $1.6 billion
Encinitas 19 independent RIAs, $1.6 billion
Lodi 5 independent RIAs, $1.5 billion
Redwood City 11 independent RIAs, $1.5 billion
Glendale 15 independent RIAs, $1.4 billion
Orange 12 independent RIAs, $1.4 billion
Sherman Oaks 10 independent RIAs, $1.4 billion
Larkspur 9 independent RIAs, $1.3 billion
Chico 7 independent RIAs, $1.2 billion
Sonoma 8 independent RIAs, $1.2 billion
Corte Madera 6 independent RIAs, $1.2 billion
Novato 10 independent RIAs, $1.2 billion
Tiburon 11 independent RIAs, $1.1 billion
Monterey 12 independent RIAs, $1.1 billion
Santa Cruz 7 independent RIAs, $1.0 billion
Aliso Viejo 9 independent RIAs, $1.0 billion
Concord 7 independent RIAs, $990.2 million
Brea 12 independent RIAs, $985.8 million
Seal Beach 7 independent RIAs, $972.8 million
Coronado 6 independent RIAs, $950.3 million
Temecula 15 independent RIAs, $910.3 million
Camarillo 10 independent RIAs, $903.5 million
Marina del Rey 7 independent RIAs, $890.0 million
San Juan Capistrano 10 independent RIAs, $844.7 million
Studio City 6 independent RIAs, $840.0 million
Redding 9 independent RIAs, $795.2 million
Campbell 11 independent RIAs, $768.8 million
Laguna Hills 12 independent RIAs, $720.6 million
Lake Forest 6 independent RIAs, $713.9 million
Stockton 9 independent RIAs, $699.9 million
Ventura 14 independent RIAs, $620.2 million
Atascadero 6 independent RIAs, $610.4 million
Redondo Beach 10 independent RIAs, $609.7 million
Dana Point 5 independent RIAs, $587.8 million
La Mesa 7 independent RIAs, $572.7 million
Santa Ana 16 independent RIAs, $555.5 million
Alameda 9 independent RIAs, $540.5 million
Riverside 6 independent RIAs, $512.3 million
Davis 7 independent RIAs, $482.0 million
Escondido 14 independent RIAs, $481.5 million
Laguna Niguel 10 independent RIAs, $476.0 million
Hermosa Beach 14 independent RIAs, $462.9 million
Auburn 5 independent RIAs, $334.3 million
Rancho Palos Verdes 6 independent RIAs, $323.6 million
Laguna Beach 8 independent RIAs, $313.6 million
Moraga 6 independent RIAs, $282.5 million
Culver City 6 independent RIAs, $282.5 million
Pleasant Hill 5 independent RIAs, $278.5 million
Yorba Linda 5 independent RIAs, $251.9 million
Murrieta 12 independent RIAs, $247.1 million
Elk Grove 7 independent RIAs, $238.6 million
Moorpark 7 independent RIAs, $212.7 million
Clovis 5 independent RIAs, $212.5 million
Rolling Hills Estates 6 independent RIAs, $209.1 million
Sunnyvale 5 independent RIAs, $206.2 million
Fallbrook 7 independent RIAs, $191.3 million
El Cerrito 5 independent RIAs, $168.7 million
Rancho Cucamonga 6 independent RIAs, $156.0 million
Arcadia 7 independent RIAs, $150.7 million
Diamond Bar 5 independent RIAs, $149.2 million
Ladera Ranch 5 independent RIAs, $130.3 million
Visalia 5 independent RIAs, $113.1 million
Dublin 8 independent RIAs, $112.3 million
Venice 7 independent RIAs, $108.6 million
Cameron Park 5 independent RIAs, $98.0 million
Agoura Hills 6 independent RIAs, $69.0 million
San Marcos 7 independent RIAs, $44.9 million
Oceanside 7 independent RIAs, $40.0 million
Newbury Park 5 independent RIAs, $39.5 million
Vista 6 independent RIAs, $30.5 million
Chula Vista 6 independent RIAs, $12.9 million

Cities with at least five independent RIAs.

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.