RIAs in California

3,090 RIAs headquartered in California managing a combined $23T.

By city

San FranciscoCalifornia372 FIRMS · $8.3T Los AngelesCalifornia259 FIRMS · $5.8T San DiegoCalifornia152 FIRMS · $148B Newport BeachCalifornia131 FIRMS · $4T IrvineCalifornia82 FIRMS · $309B PasadenaCalifornia70 FIRMS · $364B Menlo ParkCalifornia63 FIRMS · $728B Santa MonicaCalifornia57 FIRMS · $336B Palo AltoCalifornia55 FIRMS · $192B Walnut CreekCalifornia52 FIRMS · $44.6B Santa BarbaraCalifornia46 FIRMS · $24.7B Westlake VillageCalifornia45 FIRMS · $40.1B El SegundoCalifornia42 FIRMS · $81.4B San MateoCalifornia41 FIRMS · $580B CarlsbadCalifornia40 FIRMS · $38B San JoseCalifornia40 FIRMS · $13B Beverly HillsCalifornia38 FIRMS · $92.9B SacramentoCalifornia33 FIRMS · $4.6B La JollaCalifornia32 FIRMS · $212B San RafaelCalifornia31 FIRMS · $194B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia27 FIRMS · $4B Mill ValleyCalifornia25 FIRMS · $19.5B Woodland HillsCalifornia24 FIRMS · $8.5B Manhattan BeachCalifornia24 FIRMS · $40.6B San RamonCalifornia23 FIRMS · $6.3B BurlingameCalifornia21 FIRMS · $32.2B LarkspurCalifornia20 FIRMS · $36.8B TorranceCalifornia19 FIRMS · $48.4B San Luis ObispoCalifornia19 FIRMS · $3.7B Thousand OaksCalifornia18 FIRMS · $3.8B Los GatosCalifornia18 FIRMS · $25.1B DanvilleCalifornia17 FIRMS · $8B PleasantonCalifornia16 FIRMS · $3B FresnoCalifornia16 FIRMS · $3.8B OrangeCalifornia16 FIRMS · $2.6B Los AltosCalifornia16 FIRMS · $5.7B SausalitoCalifornia15 FIRMS · $157B Laguna HillsCalifornia15 FIRMS · $2B Redwood CityCalifornia15 FIRMS · $13.1B LafayetteCalifornia15 FIRMS · $2.2B Santa AnaCalifornia14 FIRMS · $651M CalabasasCalifornia14 FIRMS · $6.6B Huntington BeachCalifornia14 FIRMS · $2.3B Long BeachCalifornia14 FIRMS · $7.5B TustinCalifornia13 FIRMS · $1.9B EncinoCalifornia13 FIRMS · $2.1B Santa RosaCalifornia13 FIRMS · $1.9B FolsomCalifornia13 FIRMS · $36.2B BakersfieldCalifornia12 FIRMS · $2.4B El Dorado HillsCalifornia12 FIRMS · $3.8B Aliso ViejoCalifornia12 FIRMS · $44.3B Mission ViejoCalifornia12 FIRMS · $3.2B BerkeleyCalifornia12 FIRMS · $33.8B Palm DesertCalifornia12 FIRMS · $3.9B Costa MesaCalifornia12 FIRMS · $4B OrindaCalifornia11 FIRMS · $21.9B ValenciaCalifornia11 FIRMS · $1.8B Hermosa BeachCalifornia11 FIRMS · $10.8B Mountain ViewCalifornia11 FIRMS · $5.5B CarmelCalifornia11 FIRMS · $2.8B BurbankCalifornia11 FIRMS · $1.7B EncinitasCalifornia11 FIRMS · $2.4B Sherman OaksCalifornia11 FIRMS · $1.8B PetalumaCalifornia10 FIRMS · $2.1B TemeculaCalifornia10 FIRMS · $746M GlendaleCalifornia10 FIRMS · $1.3B Santa ClaraCalifornia10 FIRMS · $327B RedlandsCalifornia10 FIRMS · $2.3B Culver CityCalifornia10 FIRMS · $2B Solana BeachCalifornia10 FIRMS · $6.4B AnaheimCalifornia10 FIRMS · $2B Simi ValleyCalifornia9 FIRMS · $4.3B BreaCalifornia9 FIRMS · $1B CampbellCalifornia9 FIRMS · $2.4B Laguna BeachCalifornia9 FIRMS · $103B San Juan CapastranoCalifornia9 FIRMS · $1.1B Marina Del ReyCalifornia9 FIRMS · $57.1B StocktonCalifornia9 FIRMS · $1.3B Foster CityCalifornia9 FIRMS · $80.8B Del MarCalifornia8 FIRMS · $3.2B MontereyCalifornia8 FIRMS · $961M CupertinoCalifornia8 FIRMS · $2.6B Redondo BeachCalifornia8 FIRMS · $4.5B San ClementeCalifornia8 FIRMS · $1.8B ReddingCalifornia8 FIRMS · $795M NovatoCalifornia8 FIRMS · $5.4B AuburnCalifornia8 FIRMS · $556M West HollywoodCalifornia7 FIRMS · $10.3B VeniceCalifornia7 FIRMS · $2.3B AlamedaCalifornia7 FIRMS · $2.5B VenturaCalifornia7 FIRMS · $524M Granite BayCalifornia7 FIRMS · $1.7B Rolling Hills EstatesCalifornia7 FIRMS · $237M Rancho CucamongaCalifornia7 FIRMS · $153M Rancho Santa FeCalifornia7 FIRMS · $2.1B ModestoCalifornia7 FIRMS · $1.9B CoronaCalifornia7 FIRMS · $1.4B EscondidoCalifornia7 FIRMS · $845M La MesaCalifornia6 FIRMS · $661M MonroviaCalifornia6 FIRMS · $347M Studio CityCalifornia6 FIRMS · $899M SonomaCalifornia6 FIRMS · $1.5B EmeryvilleCalifornia6 FIRMS · $2.2B Corte MaderaCalifornia6 FIRMS · $1.7B ArcadiaCalifornia6 FIRMS · $149M ConcordCalifornia6 FIRMS · $92.7B Seal BeachCalifornia6 FIRMS · $2.4B ChicoCalifornia6 FIRMS · $1.7B GreenbraeCalifornia5 FIRMS · $14.3B SaratogaCalifornia5 FIRMS · $2.9B ClaremontCalifornia5 FIRMS · $2.5B RocklinCalifornia5 FIRMS · $1.7B FullertonCalifornia5 FIRMS · $2.4B Laguna NiguelCalifornia5 FIRMS · $991M Lake ForestCalifornia5 FIRMS · $714M AlamoCalifornia5 FIRMS · $4.3B Pleasant HillCalifornia5 FIRMS · $675M TiburonCalifornia5 FIRMS · $2B LodiCalifornia5 FIRMS · $1.5B NapaCalifornia5 FIRMS · $1.3B CamarilloCalifornia5 FIRMS · $744M Diamond BarCalifornia4 FIRMS · $126M MoorparkCalifornia4 FIRMS · $289M TurlockCalifornia4 FIRMS · $860M MurrietaCalifornia4 FIRMS · $128M Grass ValleyCalifornia4 FIRMS · $626M CoronadoCalifornia4 FIRMS · $927M DavisCalifornia4 FIRMS · $482M Chino HillsCalifornia4 FIRMS · $14.2M Cardiff By The SeaCalifornia4 FIRMS · $182M OntarioCalifornia4 FIRMS · $1.9B RiversideCalifornia4 FIRMS · $500M South PasadenaCalifornia4 FIRMS · $1.3B Santa CruzCalifornia4 FIRMS · $277M VisaliaCalifornia4 FIRMS · $87.8M FremontCalifornia4 FIRMS · $1.3B Fair OaksCalifornia3 FIRMS · $275M EurekaCalifornia3 FIRMS · $1.1B DublinCalifornia3 FIRMS · $64.3M WestminsterCalifornia3 FIRMS · $17M Gold RiverCalifornia3 FIRMS · $121M SebastopolCalifornia3 FIRMS · $2.3B Cameron ParkCalifornia3 FIRMS · $55.9M HealdsburgCalifornia3 FIRMS · $252M AtascaderoCalifornia3 FIRMS · $269M Indian WellsCalifornia3 FIRMS · $1B San MarcosCalifornia3 FIRMS · $22.1M LivermoreCalifornia3 FIRMS · $615M Los AlamitosCalifornia3 FIRMS · $634M MilpitasCalifornia3 FIRMS · $52.2M MoragaCalifornia3 FIRMS · $242M CerritosCalifornia3 FIRMS · $75.3M OceansideCalifornia3 FIRMS · $30.9M Corona Del MarCalifornia3 FIRMS · $6.4B Portola ValleyCalifornia3 FIRMS · $6.4B CovinaCalifornia3 FIRMS · $980M El CerritoCalifornia3 FIRMS · $177M San CarlosCalifornia2 FIRMS · $1.4B LoomisCalifornia2 FIRMS · $42M San GabrielCalifornia2 FIRMS · $356M NewarkCalifornia2 FIRMS · $46M SunnyvaleCalifornia2 FIRMS · $27M LompocCalifornia2 FIRMS · $109M AlbanyCalifornia2 FIRMS · $164M ChinoCalifornia2 FIRMS · $144M Carmel By The SeaCalifornia2 FIRMS · $1.2B Santa ClaritaCalifornia2 FIRMS · $901M Santa MariaCalifornia2 FIRMS · $343M OakhurstCalifornia2 FIRMS · $479M Dana PointCalifornia2 FIRMS · $401M El CajonCalifornia2 FIRMS · $114M Ladera RanchCalifornia2 FIRMS · $129M KentfieldCalifornia2 FIRMS · $368M Grand TerraceCalifornia2 FIRMS OrovilleCalifornia2 FIRMS · $90.4M GoletaCalifornia2 FIRMS · $82M PalmdaleCalifornia2 FIRMS · $3M GlendoraCalifornia2 FIRMS · $236M Palm SpringsCalifornia2 FIRMS Buena ParkCalifornia2 FIRMS · $19.2M ClaytonCalifornia2 FIRMS · $99.6M Palos Verdes EstatesCalifornia2 FIRMS · $567M Fort BraggCalifornia2 FIRMS · $270M ClovisCalifornia2 FIRMS · $158M Foothill RanchCalifornia2 FIRMS · $69.2M FallbrookCalifornia2 FIRMS · $160M PlacentiaCalifornia2 FIRMS · $199M Yorba LindaCalifornia2 FIRMS · $118M UkiahCalifornia2 FIRMS · $18.2M DowneyCalifornia2 FIRMS · $528M WindsorCalifornia2 FIRMS · $213M WiltonCalifornia2 FIRMS · $132M WhittierCalifornia2 FIRMS · $288M East Palo AltoCalifornia2 FIRMS · $11.9B PowayCalifornia2 FIRMS · $313M PresidioCalifornia2 FIRMS · $2.1B FairfieldCalifornia2 FIRMS · $958M UplandCalifornia2 FIRMS · $359M Saint HelenaCalifornia2 FIRMS · $718M MontecitoCalifornia2 FIRMS · $129M MillbraeCalifornia2 FIRMS · $327M MenifeeCalifornia2 FIRMS · $123M San AnselmoCalifornia2 FIRMS · $376M Elk GroveCalifornia2 FIRMS · $217M Morgan HillCalifornia2 FIRMS · $200M YucaipaCalifornia1 FIRM · $900K AlhambraCalifornia1 FIRM · $23.2M Alpine MeadowsCalifornia1 FIRM · $25.1M AndersonCalifornia1 FIRM · $66.2M Apple ValleyCalifornia1 FIRM · $39.5M AptosCalifornia1 FIRM Arroyo GrandeCalifornia1 FIRM AzusaCalifornia1 FIRM · $13.6M BellflowerCalifornia1 FIRM · $102M BelmontCalifornia1 FIRM BeniciaCalifornia1 FIRM · $95M BonitaCalifornia1 FIRM BrentwoodCalifornia1 FIRM · $80M Canoga ParkCalifornia1 FIRM · $93M Canyon LakeCalifornia1 FIRM CarmelbytheseaCalifornia1 FIRM · $90M CarpinteriaCalifornia1 FIRM CarsonCalifornia1 FIRM · $13.4M Castro ValleyCalifornia1 FIRM Century CityCalifornia1 FIRM · $351M CeresCalifornia1 FIRM · $3M City Of IndustryCalifornia1 FIRM CypressCalifornia1 FIRM · $174M Daly CityCalifornia1 FIRM · $54.8M Fountain ValleyCalifornia1 FIRM GardenaCalifornia1 FIRM · $17.9M Garden GroveCalifornia1 FIRM · $12.6M Granada HillsCalifornia1 FIRM · $28.2M Hacienda HeightsCalifornia1 FIRM HanfordCalifornia1 FIRM · $13.6M HawthorneCalifornia1 FIRM · $28.3M HemetCalifornia1 FIRM · $58.8M HollisterCalifornia1 FIRM · $67.8M JacksonCalifornia1 FIRM · $197M La CrescentaCalifornia1 FIRM LakeportCalifornia1 FIRM LakesideCalifornia1 FIRM · $209M LakewoodCalifornia1 FIRM · $12.9M LancasterCalifornia1 FIRM La PalmaCalifornia1 FIRM · $66.8M LincolnCalifornia1 FIRM Los BanosCalifornia1 FIRM · $2.7M MalibuCalifornia1 FIRM · $184M MontroseCalifornia1 FIRM · $86M Newbury ParkCalifornia1 FIRM · $108M Newport CoastCalifornia1 FIRM NorthridgeCalifornia1 FIRM · $121M NorwalkCalifornia1 FIRM · $3.5M OakdaleCalifornia1 FIRM · $82.9M Pacific GroveCalifornia1 FIRM Palo CedroCalifornia1 FIRM · $6.2M PattersonCalifornia1 FIRM Pismo BeachCalifornia1 FIRM · $6.4M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K Rancho CordovaCalifornia1 FIRM · $15.8M Rancho MirageCalifornia1 FIRM · $186M Rancho Santa MargaritaCalifornia1 FIRM · $52M Red BluffCalifornia1 FIRM · $5.5M ReedleyCalifornia1 FIRM · $69.3M RiponCalifornia1 FIRM · $545M Rohnert ParkCalifornia1 FIRM · $6.1M RosemeadCalifornia1 FIRM · $1.1M Rowland HeightsCalifornia1 FIRM SalinasCalifornia1 FIRM San BernardinoCalifornia1 FIRM · $179M SolvangCalifornia1 FIRM · $22.2M SoquelCalifornia1 FIRM · $39M StantonCalifornia1 FIRM · $4.2M Stevenson RanchCalifornia1 FIRM · $4M Tahoe CityCalifornia1 FIRM · $200M TarzanaCalifornia1 FIRM · $13.8K TempletonCalifornia1 FIRM · $1.1B TopangaCalifornia1 FIRM TracyCalifornia1 FIRM · $45.3M TruckeeCalifornia1 FIRM · $64.1M VallejoCalifornia1 FIRM · $35.3M Valley VillageCalifornia1 FIRM · $27.6M Van NuysCalifornia1 FIRM · $154M West CovinaCalifornia1 FIRM · $6.6M West HillsCalifornia1 FIRM · $441K Agoura HillsCalifornia1 FIRM · $5M

All RIAs in California

Retirement Capital Strategies, Inc.

San Jose, CA

AUM $305MTEAM 6REPS 4

Kachkovsky & Fisher, Inc.

San Diego, CA

AUM $305MTEAM 6REPS 3

Logica Capital Advisers, LLC

Los Angeles, CA

AUM $305MTEAM 9REPS 7

Nautilus Advisors LLC

La Jolla, CA

AUM $304MTEAM 3REPS 3

Thryve Wealth Management

Santa Barbara, CA

AUM $304MTEAM 9REPS 5

Signature Resources Capital Management, LLC

Newport Beach, CA

AUM $304MTEAM 15REPS 17

Core Financial

El Segundo, CA

AUM $302MTEAM 5REPS 3

Westwood Wealth Management

Los Angeles, CA

AUM $300MTEAM 3REPS 2

Silver Oak Wealth Advisors Services, LLC

Los Angeles, CA

AUM $300MTEAM 7REPS 3

Panoramic Capital, LLC

Larkspur, CA

AUM $300MTEAM 5REPS 2

Trend Trade Pro, LLC

Pasadena, CA

AUM $298MTEAM 1REPS 1

Krane Financial Solutions

Calabasas, CA

AUM $295MTEAM 4REPS 2

Illumen Capital Management, LLC

Oakland, CA

AUM $295MTEAM 10REPS 2

Plus Capital

Venice, CA

AUM $294MTEAM 9REPS 4

Sherwood Financial Partners, LLC

Westlake Village, CA

AUM $294MTEAM 6REPS 3

Copperplate Capital LLC

Menlo Park, CA

AUM $294MTEAM 2REPS 2

Private Portfolios, Inc.

San Mateo, CA

AUM $293MTEAM 3REPS 3

Tate Private Wealth Advisers

Sacramento, CA

AUM $293MTEAM 4REPS 1

MFA Wealth Services

Thousand Oaks, CA

AUM $293MTEAM 3REPS 2

Daiwa Capital Management Silicon Valley Inc.

Palo Alto, CA

AUM $292MTEAM 3REPS 2

Mcnaughton Wealth Management, LLC

San Diego, CA

AUM $292MTEAM 6REPS 3

Accretive Wealth Management, LLC

San Ramon, CA

AUM $291MTEAM 4REPS 4

Pacific Sun Financial Corp

Los Angeles, CA

AUM $290MTEAM 4REPS 3

Litfund

Mill Valley, CA

AUM $290MTEAM 3REPS 3

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