RIAs in California
3,089 RIAs headquartered in California managing a combined $23T.
By city
SAN FRANCISCOCalifornia370 FIRMS · $8.3TLos AngelesCalifornia258 FIRMS · $5.8TSAN DIEGOCalifornia152 FIRMS · $148BNEWPORT BEACHCalifornia131 FIRMS · $4TIRVINECalifornia82 FIRMS · $309BPASADENACalifornia71 FIRMS · $364BMENLO PARKCalifornia62 FIRMS · $728BSANTA MONICACalifornia57 FIRMS · $336BPALO ALTOCalifornia56 FIRMS · $192BWALNUT CREEKCalifornia52 FIRMS · $44.6BSANTA BARBARACalifornia46 FIRMS · $24.7BWESTLAKE VILLAGECalifornia45 FIRMS · $40.1BEL SEGUNDOCalifornia42 FIRMS · $81.4BSAN MATEOCalifornia41 FIRMS · $580BSAN JOSECalifornia40 FIRMS · $13BCARLSBADCalifornia40 FIRMS · $38BBeverly HillsCalifornia38 FIRMS · $92.9BSACRAMENTOCalifornia33 FIRMS · $4.6BLA JOLLACalifornia32 FIRMS · $211BSAN RAFAELCalifornia31 FIRMS · $194BOAKLANDCalifornia29 FIRMS · $37.3BROSEVILLECalifornia27 FIRMS · $4BMILL VALLEYCalifornia25 FIRMS · $19.5BWOODLAND HILLSCalifornia24 FIRMS · $8.5BMANHATTAN BEACHCalifornia24 FIRMS · $40.6BSAN RAMONCalifornia23 FIRMS · $6.3BBURLINGAMECalifornia21 FIRMS · $32.2BLARKSPURCalifornia20 FIRMS · $36.8BTORRANCECalifornia19 FIRMS · $48.4BSAN LUIS OBISPOCalifornia19 FIRMS · $3.7BTHOUSAND OAKSCalifornia19 FIRMS · $4BLOS GATOSCalifornia18 FIRMS · $25.1BDANVILLECalifornia17 FIRMS · $8BLOS ALTOSCalifornia16 FIRMS · $5.7BORANGECalifornia16 FIRMS · $2.6BFRESNOCalifornia16 FIRMS · $3.8BPLEASANTONCalifornia16 FIRMS · $3BREDWOOD CITYCalifornia15 FIRMS · $13.1BLAGUNA HILLSCalifornia15 FIRMS · $2BSAUSALITOCalifornia15 FIRMS · $157BLONG BEACHCalifornia14 FIRMS · $7.5BCALABASASCalifornia14 FIRMS · $6.6BHUNTINGTON BEACHCalifornia14 FIRMS · $2.3BLAFAYETTECalifornia14 FIRMS · $2.2BSANTA ANACalifornia14 FIRMS · $645MBERKELEYCalifornia13 FIRMS · $33.8BFOLSOMCalifornia13 FIRMS · $36.2BENCINOCalifornia13 FIRMS · $2.1BSANTA ROSACalifornia13 FIRMS · $1.9BTUSTINCalifornia13 FIRMS · $1.9BEL DORADO HILLSCalifornia12 FIRMS · $3.8BBAKERSFIELDCalifornia12 FIRMS · $2.4BMISSION VIEJOCalifornia12 FIRMS · $3.2BPALM DESERTCalifornia12 FIRMS · $3.9BALISO VIEJOCalifornia12 FIRMS · $44.3BORINDACalifornia12 FIRMS · $40.2BCOSTA MESACalifornia12 FIRMS · $4BMOUNTAIN VIEWCalifornia11 FIRMS · $5.5BVALENCIACalifornia11 FIRMS · $1.8BBURBANKCalifornia11 FIRMS · $1.7BSHERMAN OAKSCalifornia11 FIRMS · $1.8BCARMELCalifornia11 FIRMS · $2.8BENCINITASCalifornia11 FIRMS · $2.4BHERMOSA BEACHCalifornia11 FIRMS · $10.8BREDLANDSCalifornia10 FIRMS · $2.3BPETALUMACalifornia10 FIRMS · $2.1BCULVER CITYCalifornia10 FIRMS · $2BTEMECULACalifornia10 FIRMS · $744MANAHEIMCalifornia10 FIRMS · $2BGLENDALECalifornia10 FIRMS · $1.3BSANTA CLARACalifornia10 FIRMS · $327BBREACalifornia9 FIRMS · $1BCAMPBELLCalifornia9 FIRMS · $2.4BSTOCKTONCalifornia9 FIRMS · $1.3BSAN JUAN CAPASTRANOCalifornia9 FIRMS · $1.1BLAGUNA BEACHCalifornia9 FIRMS · $103BFOSTER CITYCalifornia9 FIRMS · $80.8BMARINA DEL REYCalifornia9 FIRMS · $57.1BSOLANA BEACHCalifornia9 FIRMS · $6.4BSIMI VALLEYCalifornia9 FIRMS · $4.2BMONTEREYCalifornia8 FIRMS · $961MDEL MARCalifornia8 FIRMS · $3.2BREDONDO BEACHCalifornia8 FIRMS · $4.5BREDDINGCalifornia8 FIRMS · $795MNOVATOCalifornia8 FIRMS · $5.4BAUBURNCalifornia8 FIRMS · $556MCUPERTINOCalifornia8 FIRMS · $2.5BSAN CLEMENTECalifornia8 FIRMS · $1.8BRANCHO SANTA FECalifornia7 FIRMS · $2.1BWEST HOLLYWOODCalifornia7 FIRMS · $10.3BALAMEDACalifornia7 FIRMS · $2.5BESCONDIDOCalifornia7 FIRMS · $845MGRANITE BAYCalifornia7 FIRMS · $1.7BMODESTOCalifornia7 FIRMS · $1.9BVENICECalifornia7 FIRMS · $2.3BVENTURACalifornia7 FIRMS · $524MCORONACalifornia7 FIRMS · $1.4BRANCHO CUCAMONGACalifornia7 FIRMS · $153MROLLING HILLS ESTATESCalifornia6 FIRMS · $237MCORTE MADERACalifornia6 FIRMS · $1.7BARCADIACalifornia6 FIRMS · $149MCONCORDCalifornia6 FIRMS · $92.7BMONROVIACalifornia6 FIRMS · $347MSEAL BEACHCalifornia6 FIRMS · $2.4BSTUDIO CITYCalifornia6 FIRMS · $899MEMERYVILLECalifornia6 FIRMS · $2.2BCHICOCalifornia6 FIRMS · $1.7BLA MESACalifornia6 FIRMS · $661MSONOMACalifornia6 FIRMS · $1.5BCAMARILLOCalifornia5 FIRMS · $744MLODICalifornia5 FIRMS · $1.5BPLEASANT HILLCalifornia5 FIRMS · $675MCLAREMONTCalifornia5 FIRMS · $2.5BROCKLINCalifornia5 FIRMS · $1.7BNAPACalifornia5 FIRMS · $1.3BLAGUNA NIGUELCalifornia5 FIRMS · $991MALAMOCalifornia5 FIRMS · $4.3BTIBURONCalifornia5 FIRMS · $2BSARATOGACalifornia5 FIRMS · $2.9BFULLERTONCalifornia5 FIRMS · $2.4BLAKE FORESTCalifornia5 FIRMS · $714MEL CERRITOCalifornia4 FIRMS · $221MCARDIFF BY THE SEACalifornia4 FIRMS · $182MCHINO HILLSCalifornia4 FIRMS · $14.2MCORONADOCalifornia4 FIRMS · $927MDAVISCalifornia4 FIRMS · $482MDIAMOND BARCalifornia4 FIRMS · $126MFREMONTCalifornia4 FIRMS · $1.3BGRASS VALLEYCalifornia4 FIRMS · $626MGREENBRAECalifornia4 FIRMS · $12.3BMOORPARKCalifornia4 FIRMS · $289MMURRIETACalifornia4 FIRMS · $128MONTARIOCalifornia4 FIRMS · $1.6BRiversideCalifornia4 FIRMS · $500MSANTA CRUZCalifornia4 FIRMS · $277MSOUTH PASADENACalifornia4 FIRMS · $1.3BTURLOCKCalifornia4 FIRMS · $860MVISALIACalifornia4 FIRMS · $87.8MDUBLINCalifornia3 FIRMS · $64.3MWESTMINSTERCalifornia3 FIRMS · $17MEUREKACalifornia3 FIRMS · $1.1BATASCADEROCalifornia3 FIRMS · $269MFAIR OAKSCalifornia3 FIRMS · $275MPORTOLA VALLEYCalifornia3 FIRMS · $6.4BGOLD RIVERCalifornia3 FIRMS · $121MOCEANSIDECalifornia3 FIRMS · $30.9MLOS ALAMITOSCalifornia3 FIRMS · $634MSEBASTOPOLCalifornia3 FIRMS · $2.3BMILPITASCalifornia3 FIRMS · $52.2MINDIAN WELLSCalifornia3 FIRMS · $1BCERRITOSCalifornia3 FIRMS · $75.3MSAN MARCOSCalifornia3 FIRMS · $22.1MCAMERON PARKCalifornia3 FIRMS · $55.9MHEALDSBURGCalifornia3 FIRMS · $252MCORONA DEL MARCalifornia3 FIRMS · $6.4BCOVINACalifornia3 FIRMS · $980MMORAGACalifornia3 FIRMS · $242MLIVERMORECalifornia3 FIRMS · $615MALBANYCalifornia2 FIRMS · $164MLADERA RANCHCalifornia2 FIRMS · $129MMENIFEECalifornia2 FIRMS · $123MKENTFIELDCalifornia2 FIRMS · $368MMILLBRAECalifornia2 FIRMS · $327MMONTECITOCalifornia2 FIRMS · $129MMORGAN HILLCalifornia2 FIRMS · $200MNEWARKCalifornia2 FIRMS · $46MGRAND TERRACECalifornia2 FIRMSOAKHURSTCalifornia2 FIRMS · $479MWHITTIERCalifornia2 FIRMS · $288MGOLETACalifornia2 FIRMS · $82MOROVILLECalifornia2 FIRMS · $90.4MPALMDALECalifornia2 FIRMS · $3MGLENDORACalifornia2 FIRMS · $236MPALM SPRINGSCalifornia2 FIRMSPALOS VERDES ESTATESCalifornia2 FIRMS · $567MPLACENTIACalifornia2 FIRMS · $199MFORT BRAGGCalifornia2 FIRMS · $270MFOOTHILL RANCHCalifornia2 FIRMS · $69.2MPOWAYCalifornia2 FIRMS · $313MpresidioCalifornia2 FIRMS · $2.1BFALLBROOKCalifornia2 FIRMS · $160MFAIRFIELDCalifornia2 FIRMS · $958MELK GROVECalifornia2 FIRMS · $217MWILTONCalifornia2 FIRMS · $132MEL CAJONCalifornia2 FIRMS · $114MEAST PALO ALTOCalifornia2 FIRMS · $11.9BDOWNEYCalifornia2 FIRMS · $528MSAINT HELENACalifornia2 FIRMS · $718MSAN ANSELMOCalifornia2 FIRMS · $376MSAN CARLOSCalifornia2 FIRMS · $1.4BDANA POINTCalifornia2 FIRMS · $401MSAN GABRIELCalifornia2 FIRMS · $356MCLOVISCalifornia2 FIRMS · $158MCLAYTONCalifornia2 FIRMS · $99.6MCHINOCalifornia2 FIRMS · $136MSANTA CLARITACalifornia2 FIRMS · $899MWindsorCalifornia2 FIRMS · $213MSANTA MARIACalifornia2 FIRMS · $343MCarmel by the SeaCalifornia2 FIRMS · $1.2BBUENA PARKCalifornia2 FIRMS · $19.2MSUNNYVALECalifornia2 FIRMS · $27MYORBA LINDACalifornia2 FIRMS · $118MUKIAHCalifornia2 FIRMS · $18.2MUPLANDCalifornia2 FIRMS · $359MLOMPOCCalifornia2 FIRMS · $109MLOOMISCalifornia2 FIRMS · $42MTruckeeCalifornia1 FIRM · $64.1MAGOURA HILLSCalifornia1 FIRM · $5MREEDLEYCalifornia1 FIRM · $69.3MRIPONCalifornia1 FIRM · $545MLOS BANOSCalifornia1 FIRM · $2.7MMALIBUCalifornia1 FIRM · $184MROHNERT PARKCalifornia1 FIRM · $6.1MLANCASTERCalifornia1 FIRMROSEMEADCalifornia1 FIRM · $1.1MHAWTHORNECalifornia1 FIRM · $28.3MROWLAND HEIGHTSCalifornia1 FIRMLAKEWOODCalifornia1 FIRM · $12.9MARROYO GRANDECalifornia1 FIRMSALINASCalifornia1 FIRMVALLEJOCalifornia1 FIRM · $35.3MSAN BERNARDINOCalifornia1 FIRM · $179MVALLEY VILLAGECalifornia1 FIRM · $27.6MVAN NUYSCalifornia1 FIRM · $154MDALY CITYCalifornia1 FIRM · $54.8MCYPRESSCalifornia1 FIRM · $174MAPTOSCalifornia1 FIRMAlhambraCalifornia1 FIRM · $23.2MMONTROSECalifornia1 FIRM · $86MAPPLE VALLEYCalifornia1 FIRM · $39.5MHEMETCalifornia1 FIRM · $58.8MYUCAIPACalifornia1 FIRM · $900KCITY OF INDUSTRYCalifornia1 FIRMANDERSONCalifornia1 FIRM · $66.2MHOLLISTERCalifornia1 FIRM · $67.8MCERESCalifornia1 FIRM · $3MCENTURY CITYCalifornia1 FIRM · $351MWEST COVINACalifornia1 FIRM · $6.6MWEST HILLSCalifornia1 FIRM · $441KALPINE MEADOWSCalifornia1 FIRM · $25.1MCASTRO VALLEYCalifornia1 FIRMCARSONCalifornia1 FIRM · $13.4MCARPINTERIACalifornia1 FIRMLINCOLNCalifornia1 FIRMcarmelbytheseaCalifornia1 FIRM · $90MJACKSONCalifornia1 FIRM · $197MCANYON LAKECalifornia1 FIRMCANOGA PARKCalifornia1 FIRM · $93MLA CRESCENTACalifornia1 FIRMSOLVANGCalifornia1 FIRM · $22.2MLAKEPORTCalifornia1 FIRMNORTHRIDGECalifornia1 FIRM · $121MNORWALKCalifornia1 FIRM · $3.5MSoquelCalifornia1 FIRM · $39MOAKDALECalifornia1 FIRM · $82.9MLAKESIDECalifornia1 FIRM · $209MGRANADA HILLSCalifornia1 FIRM · $28.2MNORCOCalifornia1 FIRMSTANTONCalifornia1 FIRM · $4.2MSTEVENSON RANCHCalifornia1 FIRM · $4MNEWPORT COASTCalifornia1 FIRMBRENTWOODCalifornia1 FIRM · $80MPACIFIC GROVECalifornia1 FIRMBONITACalifornia1 FIRMLA PALMACalifornia1 FIRM · $66.8MTAHOE CITYCalifornia1 FIRM · $200MGARDEN GROVECalifornia1 FIRM · $12.6MPALO CEDROCalifornia1 FIRM · $6.2MTARZANACalifornia1 FIRM · $13.8KGARDENACalifornia1 FIRM · $17.9MPATTERSONCalifornia1 FIRMFOUNTAIN VALLEYCalifornia1 FIRMPISMO BEACHCalifornia1 FIRM · $6.4MBENICIACalifornia1 FIRM · $95MPLACERVILLECalifornia1 FIRM · $172MPLAYA VISTACalifornia1 FIRM · $2.6BTEMPLETONCalifornia1 FIRM · $1.1BBELMONTCalifornia1 FIRMPOINT RICHMONDCalifornia1 FIRM · $127MPortola HillsCalifornia1 FIRM · $132KHACIENDA HEIGHTSCalifornia1 FIRMBELLFLOWERCalifornia1 FIRM · $102MTOPANGACalifornia1 FIRMRANCHO CORDOVACalifornia1 FIRM · $15.8MAZUSACalifornia1 FIRM · $13.6MRANCHO MIRAGECalifornia1 FIRM · $186MNEWBURY PARKCalifornia1 FIRM · $108MRANCHO SANTA MARGARITACalifornia1 FIRM · $52MRED BLUFFCalifornia1 FIRM · $5.5MTRACYCalifornia1 FIRM · $45.3MHANFORDCalifornia1 FIRM · $13.6M
All RIAs in California
BLACKROCK FUND ADVISORS
RIASAN FRANCISCO, CA
AUM $4.3TTEAM 128REPS 12
CAPITAL RESEARCH AND MANAGEMENT COMPANY
RIALos Angeles, CA
AUM $3.8TTEAM 1417REPS 20
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
RIANEWPORT BEACH, CA
AUM $3.7TTEAM 1968REPS 20
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
RIASAN FRANCISCO, CA
AUM $1.7TTEAM 946REPS 45
FRANKLIN ADVISERS, INC.
RIASAN MATEO, CA
AUM $509BTEAM 384REPS 15
DODGE & COX
RIASAN FRANCISCO, CA
AUM $467BTEAM 336REPS 11
ARES MANAGEMENT LLC
RIALos Angeles, CA
AUM $459BTEAM 3990REPS 10
EDELMAN FINANCIAL ENGINES
RIASANTA CLARA, CA
AUM $326BTEAM 1679REPS 711
KKR CREDIT ADVISORS (US) LLC
RIASAN FRANCISCO, CA
AUM $271BTEAM 609REPS 5
WESTERN ASSET MANAGEMENT COMPANY
RIAPASADENA, CA
AUM $185BTEAM 137REPS 8
OAKTREE CAPITAL MANAGEMENT, L.P.
RIALos Angeles, CA
AUM $183BTEAM 905REPS 11
GLOBAL RETIREMENT PARTNERS LLC
RIASAN RAFAEL, CA
AUM $170BTEAM 464REPS 476
PAYDEN & RYGEL
RIALos Angeles, CA
AUM $158BTEAM 194REPS 17
APERIO GROUP, LLC
RIASAUSALITO, CA
AUM $152BTEAM 208REPS 4
WILSHIRE
RIASANTA MONICA, CA
AUM $149BTEAM 307REPS 8
PRIMECAP MANAGEMENT CO
RIAPASADENA, CA
AUM $139BTEAM 43REPS 9
CAPITAL BANK AND TRUST COMPANY
RIAIRVINE, CA
AUM $139BTEAM 121REPS 8
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
RIAMENLO PARK, CA
AUM $118BTEAM 227REPS 9
ICONIQ CAPITAL, LLC
RIASAN FRANCISCO, CA
AUM $118BTEAM 513REPS 88
HELLMAN & FRIEDMAN LLC
RIASAN FRANCISCO, CA
AUM $110BTEAM 120REPS 22
ANDREESSEN HOROWITZ
RIAMENLO PARK, CA
AUM $106BTEAM 738REPS 3
VISTA EQUITY PARTNERS MANAGEMENT, LLC
RIASAN FRANCISCO, CA
AUM $106BTEAM 643REPS 17
PATHWAY CAPITAL MANAGEMENT, LP
RIAIRVINE, CA
AUM $97.8BTEAM 248REPS 6
ARES CAPITAL MANAGEMENT LLC
RIALos Angeles, CA
AUM $97.6BTEAM 634REPS 8
FINTRX platform
Need contacts and allocation intelligence for these firms?