RIAs in California

3,097 RIAs headquartered in California managing a combined $23.1T.

By city

San FranciscoCalifornia378 FIRMS · $8.3T Los AngelesCalifornia263 FIRMS · $5.8T San DiegoCalifornia151 FIRMS · $147B Newport BeachCalifornia128 FIRMS · $4T IrvineCalifornia87 FIRMS · $310B PasadenaCalifornia70 FIRMS · $364B Menlo ParkCalifornia63 FIRMS · $720B Santa MonicaCalifornia58 FIRMS · $337B Palo AltoCalifornia53 FIRMS · $191B Walnut CreekCalifornia51 FIRMS · $43.7B Santa BarbaraCalifornia46 FIRMS · $27.8B Westlake VillageCalifornia45 FIRMS · $40.1B El SegundoCalifornia42 FIRMS · $80.7B San JoseCalifornia41 FIRMS · $13B San MateoCalifornia41 FIRMS · $580B CarlsbadCalifornia39 FIRMS · $37.9B Beverly HillsCalifornia39 FIRMS · $93.2B SacramentoCalifornia33 FIRMS · $4.6B La JollaCalifornia33 FIRMS · $236B San RafaelCalifornia32 FIRMS · $194B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia27 FIRMS · $2.6B Mill ValleyCalifornia25 FIRMS · $21.9B Manhattan BeachCalifornia24 FIRMS · $40.6B San RamonCalifornia23 FIRMS · $6.3B Woodland HillsCalifornia22 FIRMS · $4.3B BurlingameCalifornia21 FIRMS · $32.3B LarkspurCalifornia19 FIRMS · $39.1B San Luis ObispoCalifornia19 FIRMS · $3.7B TorranceCalifornia18 FIRMS · $48.4B Los GatosCalifornia18 FIRMS · $25.1B DanvilleCalifornia17 FIRMS · $8B OrangeCalifornia17 FIRMS · $2.6B Thousand OaksCalifornia17 FIRMS · $3.7B PleasantonCalifornia16 FIRMS · $3.1B Los AltosCalifornia16 FIRMS · $5.7B LafayetteCalifornia15 FIRMS · $2.2B FresnoCalifornia15 FIRMS · $3.8B SausalitoCalifornia15 FIRMS · $157B Huntington BeachCalifornia14 FIRMS · $2.3B Mission ViejoCalifornia14 FIRMS · $3.2B Redwood CityCalifornia14 FIRMS · $12.5B Long BeachCalifornia14 FIRMS · $7.5B Laguna HillsCalifornia14 FIRMS · $1.8B TustinCalifornia14 FIRMS · $1.9B Santa AnaCalifornia14 FIRMS · $651M CalabasasCalifornia14 FIRMS · $6.6B FolsomCalifornia13 FIRMS · $36.2B EncinoCalifornia13 FIRMS · $2.1B Aliso ViejoCalifornia12 FIRMS · $44.3B Palm DesertCalifornia12 FIRMS · $3.9B Santa RosaCalifornia12 FIRMS · $1.9B BerkeleyCalifornia12 FIRMS · $33.8B ValenciaCalifornia12 FIRMS · $1.8B El Dorado HillsCalifornia12 FIRMS · $3.8B EncinitasCalifornia12 FIRMS · $2.5B BakersfieldCalifornia12 FIRMS · $2.4B Mountain ViewCalifornia11 FIRMS · $5.5B Hermosa BeachCalifornia11 FIRMS · $10.8B Sherman OaksCalifornia11 FIRMS · $1.8B BurbankCalifornia11 FIRMS · $1.7B OrindaCalifornia11 FIRMS · $21.9B CarmelCalifornia11 FIRMS · $2.8B Costa MesaCalifornia11 FIRMS · $4B TemeculaCalifornia10 FIRMS · $746M CampbellCalifornia10 FIRMS · $2.4B RedlandsCalifornia10 FIRMS · $2.3B PetalumaCalifornia10 FIRMS · $2.1B AnaheimCalifornia10 FIRMS · $2B Culver CityCalifornia10 FIRMS · $2B Solana BeachCalifornia10 FIRMS · $6.4B GlendaleCalifornia10 FIRMS · $1.3B Santa ClaraCalifornia10 FIRMS · $327B Laguna BeachCalifornia9 FIRMS · $103B BreaCalifornia9 FIRMS · $1B San ClementeCalifornia9 FIRMS · $1.8B Marina Del ReyCalifornia9 FIRMS · $57.1B Foster CityCalifornia9 FIRMS · $80.8B Simi ValleyCalifornia9 FIRMS · $4.3B San Juan CapastranoCalifornia9 FIRMS · $1.1B StocktonCalifornia9 FIRMS · $1.3B NovatoCalifornia8 FIRMS · $5.4B Del MarCalifornia8 FIRMS · $3.2B Redondo BeachCalifornia8 FIRMS · $4.5B ReddingCalifornia8 FIRMS · $795M CupertinoCalifornia8 FIRMS · $2.6B MontereyCalifornia8 FIRMS · $961M AuburnCalifornia8 FIRMS · $590M CoronaCalifornia7 FIRMS · $1.4B Rancho CucamongaCalifornia7 FIRMS · $153M Rancho Santa FeCalifornia7 FIRMS · $2.1B Granite BayCalifornia7 FIRMS · $1.7B VenturaCalifornia7 FIRMS · $524M ModestoCalifornia7 FIRMS · $1.9B EscondidoCalifornia7 FIRMS · $845M VeniceCalifornia7 FIRMS · $2.3B AlamedaCalifornia7 FIRMS · $2.5B West HollywoodCalifornia7 FIRMS · $10.3B ChicoCalifornia6 FIRMS · $1.7B ArcadiaCalifornia6 FIRMS · $149M EmeryvilleCalifornia6 FIRMS · $2.2B Seal BeachCalifornia6 FIRMS · $2.4B Corte MaderaCalifornia6 FIRMS · $1.7B ConcordCalifornia6 FIRMS · $92.7B SonomaCalifornia6 FIRMS · $1.5B Studio CityCalifornia6 FIRMS · $899M La MesaCalifornia6 FIRMS · $661M Rolling Hills EstatesCalifornia6 FIRMS · $242M MonroviaCalifornia6 FIRMS · $347M RocklinCalifornia5 FIRMS · $1.8B SaratogaCalifornia5 FIRMS · $2.9B Laguna NiguelCalifornia5 FIRMS · $991M Lake ForestCalifornia5 FIRMS · $714M Pleasant HillCalifornia5 FIRMS · $675M CamarilloCalifornia5 FIRMS · $744M FullertonCalifornia5 FIRMS · $2.4B LodiCalifornia5 FIRMS · $1.5B AlamoCalifornia5 FIRMS · $4.3B TiburonCalifornia5 FIRMS · $2B NapaCalifornia5 FIRMS · $1.3B GreenbraeCalifornia5 FIRMS · $14.3B ClaremontCalifornia5 FIRMS · $2.5B MoorparkCalifornia4 FIRMS · $289M Diamond BarCalifornia4 FIRMS · $126M Cardiff By The SeaCalifornia4 FIRMS · $182M MurrietaCalifornia4 FIRMS · $140M TurlockCalifornia4 FIRMS · $860M FremontCalifornia4 FIRMS · $1.3B Santa CruzCalifornia4 FIRMS · $277M DavisCalifornia4 FIRMS · $482M OntarioCalifornia4 FIRMS · $1.9B RiversideCalifornia4 FIRMS · $500M Chino HillsCalifornia4 FIRMS · $620M Grass ValleyCalifornia4 FIRMS · $635M South PasadenaCalifornia4 FIRMS · $1.3B CoronadoCalifornia4 FIRMS · $927M VisaliaCalifornia4 FIRMS · $87.8M CerritosCalifornia3 FIRMS · $75.3M EurekaCalifornia3 FIRMS · $1.1B OceansideCalifornia3 FIRMS · $30.9M Fair OaksCalifornia3 FIRMS · $275M San MarcosCalifornia3 FIRMS · $27.1M MoragaCalifornia3 FIRMS · $242M Gold RiverCalifornia3 FIRMS · $132M CovinaCalifornia3 FIRMS · $980M DublinCalifornia3 FIRMS · $64.3M Indian WellsCalifornia3 FIRMS · $1B LivermoreCalifornia3 FIRMS · $615M Corona Del MarCalifornia3 FIRMS · $6.4B El CerritoCalifornia3 FIRMS · $177M WestminsterCalifornia3 FIRMS · $17M AtascaderoCalifornia3 FIRMS · $269M Los AlamitosCalifornia3 FIRMS · $634M HealdsburgCalifornia3 FIRMS · $293M Saint HelenaCalifornia2 FIRMS · $718M AlbanyCalifornia2 FIRMS · $164M Buena ParkCalifornia2 FIRMS · $19.2M Cameron ParkCalifornia2 FIRMS · $54M Carmel By The SeaCalifornia2 FIRMS · $1.2B Century CityCalifornia2 FIRMS · $351M ChinoCalifornia2 FIRMS · $144M ClaytonCalifornia2 FIRMS · $99.6M ClovisCalifornia2 FIRMS · $158M Dana PointCalifornia2 FIRMS · $401M DowneyCalifornia2 FIRMS · $528M East Palo AltoCalifornia2 FIRMS · $11.9B El CajonCalifornia2 FIRMS · $114M Elk GroveCalifornia2 FIRMS · $219M FairfieldCalifornia2 FIRMS · $958M FallbrookCalifornia2 FIRMS · $160M Foothill RanchCalifornia2 FIRMS · $69.2M Fort BraggCalifornia2 FIRMS · $270M GlendoraCalifornia2 FIRMS · $236M GoletaCalifornia2 FIRMS · $82M Grand TerraceCalifornia2 FIRMS KentfieldCalifornia2 FIRMS · $368M Ladera RanchCalifornia2 FIRMS · $129M LompocCalifornia2 FIRMS · $109M LoomisCalifornia2 FIRMS · $42M MenifeeCalifornia2 FIRMS · $123M MillbraeCalifornia2 FIRMS · $327M MilpitasCalifornia2 FIRMS · $52.2M MontecitoCalifornia2 FIRMS · $129M NewarkCalifornia2 FIRMS · $46M Newport CoastCalifornia2 FIRMS · $7.8M OakhurstCalifornia2 FIRMS · $479M PalmdaleCalifornia2 FIRMS · $3M Palos Verdes EstatesCalifornia2 FIRMS · $567M PlacentiaCalifornia2 FIRMS · $199M Portola ValleyCalifornia2 FIRMS · $6.4B PowayCalifornia2 FIRMS · $313M PresidioCalifornia2 FIRMS · $2.1B Rancho CordovaCalifornia2 FIRMS · $15.8M Agoura HillsCalifornia2 FIRMS · $6.4M San AnselmoCalifornia2 FIRMS · $376M San CarlosCalifornia2 FIRMS · $1.4B San GabrielCalifornia2 FIRMS · $356M Santa ClaritaCalifornia2 FIRMS · $901M Santa MariaCalifornia2 FIRMS · $343M SebastopolCalifornia2 FIRMS · $2.3B SunnyvaleCalifornia2 FIRMS · $27M UkiahCalifornia2 FIRMS · $18.2M UplandCalifornia2 FIRMS · $359M WhittierCalifornia2 FIRMS · $288M WiltonCalifornia2 FIRMS · $132M WindsorCalifornia2 FIRMS · $213M Yorba LindaCalifornia2 FIRMS · $118M YucaipaCalifornia2 FIRMS · $900K RiponCalifornia1 FIRM · $545M NorwalkCalifornia1 FIRM · $3.5M NorthridgeCalifornia1 FIRM · $120M Rohnert ParkCalifornia1 FIRM · $6.1M NipomoCalifornia1 FIRM RosemeadCalifornia1 FIRM · $1.1M Newbury ParkCalifornia1 FIRM · $108M Rowland HeightsCalifornia1 FIRM Morgan HillCalifornia1 FIRM · $15.8M AzusaCalifornia1 FIRM · $13.6M SalinasCalifornia1 FIRM Arroyo GrandeCalifornia1 FIRM San BernardinoCalifornia1 FIRM · $179M WalnutCalifornia1 FIRM · $203M MontroseCalifornia1 FIRM · $86M MalibuCalifornia1 FIRM · $184M Los BanosCalifornia1 FIRM · $2.7M AptosCalifornia1 FIRM LincolnCalifornia1 FIRM La PalmaCalifornia1 FIRM · $66.8M LancasterCalifornia1 FIRM LakewoodCalifornia1 FIRM · $12.9M LakesideCalifornia1 FIRM · $209M LakeportCalifornia1 FIRM La CrescentaCalifornia1 FIRM JacksonCalifornia1 FIRM · $197M HollisterCalifornia1 FIRM · $67.8M HemetCalifornia1 FIRM · $58.8M West CovinaCalifornia1 FIRM · $6.6M HawthorneCalifornia1 FIRM · $28.3M West HillsCalifornia1 FIRM · $441K HanfordCalifornia1 FIRM · $13.6M Hacienda HeightsCalifornia1 FIRM Granada HillsCalifornia1 FIRM · $28.2M Garden GroveCalifornia1 FIRM · $12.6M GardenaCalifornia1 FIRM · $17.9M Apple ValleyCalifornia1 FIRM · $39.5M Fountain ValleyCalifornia1 FIRM Daly CityCalifornia1 FIRM · $54.8M CypressCalifornia1 FIRM · $174M SolvangCalifornia1 FIRM · $22.2M City Of IndustryCalifornia1 FIRM SoquelCalifornia1 FIRM · $39M CeresCalifornia1 FIRM · $3M StantonCalifornia1 FIRM · $4.2M Stevenson RanchCalifornia1 FIRM · $4M Castro ValleyCalifornia1 FIRM CarsonCalifornia1 FIRM · $13.4M AndersonCalifornia1 FIRM · $66.2M Tahoe CityCalifornia1 FIRM · $200M TarzanaCalifornia1 FIRM · $13.8K CarpinteriaCalifornia1 FIRM TempletonCalifornia1 FIRM · $1.1B CarmelbytheseaCalifornia1 FIRM · $102M Canyon LakeCalifornia1 FIRM TopangaCalifornia1 FIRM Canoga ParkCalifornia1 FIRM · $93M TracyCalifornia1 FIRM · $45.3M BrentwoodCalifornia1 FIRM · $80M BonitaCalifornia1 FIRM Alpine MeadowsCalifornia1 FIRM · $25.1M AlhambraCalifornia1 FIRM · $23.2M BeniciaCalifornia1 FIRM · $95M Playa VistaCalifornia1 FIRM · $2.6B PlacervilleCalifornia1 FIRM · $172M Pismo BeachCalifornia1 FIRM · $6.4M Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K VallejoCalifornia1 FIRM · $35.3M Valley VillageCalifornia1 FIRM · $27.6M Van NuysCalifornia1 FIRM · $154M BellflowerCalifornia1 FIRM · $102M PattersonCalifornia1 FIRM Rancho MirageCalifornia1 FIRM · $186M Palo CedroCalifornia1 FIRM · $6.2M Rancho Santa MargaritaCalifornia1 FIRM · $52M Red BluffCalifornia1 FIRM · $5.5M Palm SpringsCalifornia1 FIRM Pacific GroveCalifornia1 FIRM OrovilleCalifornia1 FIRM · $43.5M OakdaleCalifornia1 FIRM · $82.9M ReedleyCalifornia1 FIRM · $69.3M

All RIAs in California

LM Capital Group, LLC

San Diego, CA

AUM $6.1BTEAM 20REPS 6

Vivo Capital, LLC

Palo Alto, CA

AUM $6.1BTEAM 62REPS 7

Snyder Capital Management LP

San Francisco, CA

AUM $6.1BTEAM 17REPS 4

KCM Investment Advisors

Greenbrae, CA

AUM $6BTEAM 20REPS 10

Capital Research & Consulting LLC

Pasadena, CA

AUM $6BTEAM 8REPS 6

Parallax Volatility Advisers, L.P.

San Francisco, CA

AUM $6BTEAM 51REPS 3

Seidler Equity Partners

Marina Del Rey, CA

AUM $5.9BTEAM 41REPS 7

Westmount Partners, LLC

Los Angeles, CA

AUM $5.9BTEAM 39REPS 26

Index Fund Advisors, Inc.

Irvine, CA

AUM $5.9BTEAM 50REPS 20

American Assets Investment Management, LLC

San Diego, CA

AUM $5.9BTEAM 5REPS 4

Sabal Investment Advisors, LLC

Irvine, CA

AUM $5.8BTEAM 16REPS 8

Stepstone Group Private Debt LLC

La Jolla, CA

AUM $5.8BREPS 5

Dalton Investments, Inc.

El Segundo, CA

AUM $5.7BTEAM 46REPS 8

Metis Global Partners, LLC

San Diego, CA

AUM $5.7BTEAM 11REPS 3

Alphapoint, Inc.

Corona Del Mar, CA

AUM $5.6BTEAM 1REPS 1

Sierra Investment Partners, Inc.

Walnut Creek, CA

AUM $5.5BTEAM 9REPS 4

Altos Ventures Management, Inc.

Burlingame, CA

AUM $5.4BTEAM 41REPS 7

Quiet Capital Management, LLC

San Francisco, CA

AUM $5.4BTEAM 39REPS 5

Silver Rock Financial LP

Los Angeles, CA

AUM $5.4BTEAM 31REPS 3

Sofinnova Investments, Inc.

Menlo Park, CA

AUM $5.4BTEAM 41REPS 8

Arena Capital Advisors

Los Angeles, CA

AUM $5.3BTEAM 26REPS 3

Glendon Capital Management L.P.

Santa Monica, CA

AUM $5.2BTEAM 19REPS 8

Leading Edge Investment Advisors,LLC

San Francisco, CA

AUM $5.2BTEAM 13REPS 3

Nexus Capital Management LP

Los Angeles, CA

AUM $5.1BTEAM 29REPS 4

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