RIAs in California

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

By city

San FranciscoCalifornia373 FIRMS · $8.3T Los AngelesCalifornia263 FIRMS · $5.8T San DiegoCalifornia150 FIRMS · $147B Newport BeachCalifornia129 FIRMS · $4T IrvineCalifornia89 FIRMS · $308B PasadenaCalifornia69 FIRMS · $364B Menlo ParkCalifornia61 FIRMS · $719B Santa MonicaCalifornia59 FIRMS · $337B Palo AltoCalifornia52 FIRMS · $190B Walnut CreekCalifornia52 FIRMS · $43.7B Santa BarbaraCalifornia45 FIRMS · $27.5B Westlake VillageCalifornia44 FIRMS · $40.2B San MateoCalifornia42 FIRMS · $580B El SegundoCalifornia41 FIRMS · $80.7B San JoseCalifornia41 FIRMS · $13B Beverly HillsCalifornia39 FIRMS · $93.8B CarlsbadCalifornia38 FIRMS · $38B SacramentoCalifornia33 FIRMS · $4.2B San RafaelCalifornia32 FIRMS · $194B La JollaCalifornia31 FIRMS · $232B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia26 FIRMS · $2.4B Mill ValleyCalifornia25 FIRMS · $21.9B Manhattan BeachCalifornia23 FIRMS · $40.5B San RamonCalifornia23 FIRMS · $6.5B Woodland HillsCalifornia21 FIRMS · $3.7B BurlingameCalifornia21 FIRMS · $32.3B San Luis ObispoCalifornia19 FIRMS · $3.9B LarkspurCalifornia19 FIRMS · $39.1B TorranceCalifornia18 FIRMS · $48.5B Los GatosCalifornia18 FIRMS · $25.1B Thousand OaksCalifornia17 FIRMS · $3.7B DanvilleCalifornia17 FIRMS · $8B Los AltosCalifornia16 FIRMS · $5.7B OrangeCalifornia16 FIRMS · $2.6B PleasantonCalifornia15 FIRMS · $3.1B SausalitoCalifornia15 FIRMS · $157B LafayetteCalifornia15 FIRMS · $2.2B Redwood CityCalifornia15 FIRMS · $13.1B TustinCalifornia14 FIRMS · $1.9B FolsomCalifornia14 FIRMS · $36.2B FresnoCalifornia14 FIRMS · $3.7B Santa AnaCalifornia14 FIRMS · $651M Huntington BeachCalifornia14 FIRMS · $2.3B Laguna HillsCalifornia14 FIRMS · $1.8B Long BeachCalifornia14 FIRMS · $7.5B Mission ViejoCalifornia14 FIRMS · $3.2B CalabasasCalifornia14 FIRMS · $6.6B EncinoCalifornia13 FIRMS · $2.2B EncinitasCalifornia12 FIRMS · $2.5B El Dorado HillsCalifornia12 FIRMS · $3.8B Palm DesertCalifornia12 FIRMS · $3.9B Hermosa BeachCalifornia12 FIRMS · $10.9B Aliso ViejoCalifornia12 FIRMS · $44.3B BerkeleyCalifornia12 FIRMS · $33.8B Santa RosaCalifornia12 FIRMS · $1.9B ValenciaCalifornia12 FIRMS · $1.8B Costa MesaCalifornia11 FIRMS · $4B Sherman OaksCalifornia11 FIRMS · $1.8B Mountain ViewCalifornia11 FIRMS · $5.5B BakersfieldCalifornia11 FIRMS · $2.4B BurbankCalifornia11 FIRMS · $1.7B OrindaCalifornia11 FIRMS · $21.8B CarmelCalifornia11 FIRMS · $2.8B TemeculaCalifornia10 FIRMS · $746M PetalumaCalifornia10 FIRMS · $2.1B San ClementeCalifornia10 FIRMS · $1.8B CampbellCalifornia10 FIRMS · $2.4B AnaheimCalifornia10 FIRMS · $2B Culver CityCalifornia10 FIRMS · $2B GlendaleCalifornia10 FIRMS · $1.3B Solana BeachCalifornia10 FIRMS · $6.4B RedlandsCalifornia10 FIRMS · $2.3B Santa ClaraCalifornia10 FIRMS · $327B Simi ValleyCalifornia9 FIRMS · $4.3B CupertinoCalifornia9 FIRMS · $2.6B Foster CityCalifornia9 FIRMS · $80.8B Laguna BeachCalifornia9 FIRMS · $103B San Juan CapastranoCalifornia9 FIRMS · $1.1B BreaCalifornia9 FIRMS · $1B Marina Del ReyCalifornia9 FIRMS · $57.1B StocktonCalifornia9 FIRMS · $1.3B MontereyCalifornia8 FIRMS · $961M ReddingCalifornia8 FIRMS · $795M Rancho Santa FeCalifornia8 FIRMS · $2.1B VeniceCalifornia8 FIRMS · $2.3B NovatoCalifornia8 FIRMS · $5.4B Del MarCalifornia8 FIRMS · $3.2B Redondo BeachCalifornia8 FIRMS · $4.7B AuburnCalifornia7 FIRMS · $469M Granite BayCalifornia7 FIRMS · $1.7B CamarilloCalifornia7 FIRMS · $900M West HollywoodCalifornia7 FIRMS · $10.3B ModestoCalifornia7 FIRMS · $1.9B CoronaCalifornia7 FIRMS · $1.5B Rancho CucamongaCalifornia7 FIRMS · $156M EscondidoCalifornia7 FIRMS · $845M AlamedaCalifornia7 FIRMS · $2.5B VenturaCalifornia7 FIRMS · $524M Seal BeachCalifornia6 FIRMS · $2.4B ArcadiaCalifornia6 FIRMS · $149M ConcordCalifornia6 FIRMS · $92.7B Rolling Hills EstatesCalifornia6 FIRMS · $242M MonroviaCalifornia6 FIRMS · $347M SonomaCalifornia6 FIRMS · $1.5B EmeryvilleCalifornia6 FIRMS · $2.2B La MesaCalifornia6 FIRMS · $661M Corte MaderaCalifornia6 FIRMS · $1.7B Studio CityCalifornia6 FIRMS · $899M FullertonCalifornia5 FIRMS · $2.4B ClaremontCalifornia5 FIRMS · $2.5B Pleasant HillCalifornia5 FIRMS · $278M SaratogaCalifornia5 FIRMS · $2.9B GreenbraeCalifornia5 FIRMS · $14.3B TiburonCalifornia5 FIRMS · $2B Laguna NiguelCalifornia5 FIRMS · $991M Lake ForestCalifornia5 FIRMS · $714M LodiCalifornia5 FIRMS · $1.5B ChicoCalifornia5 FIRMS · $1.2B RocklinCalifornia5 FIRMS · $1.8B AlamoCalifornia5 FIRMS · $4.3B NapaCalifornia5 FIRMS · $1.3B Diamond BarCalifornia4 FIRMS · $126M Santa CruzCalifornia4 FIRMS · $277M Cardiff By The SeaCalifornia4 FIRMS · $182M VisaliaCalifornia4 FIRMS · $87.8M OntarioCalifornia4 FIRMS · $2B TurlockCalifornia4 FIRMS · $860M FremontCalifornia4 FIRMS · $1.3B Chino HillsCalifornia4 FIRMS · $620M DavisCalifornia4 FIRMS · $482M MoorparkCalifornia4 FIRMS · $289M CoronadoCalifornia4 FIRMS · $927M RiversideCalifornia4 FIRMS · $500M MurrietaCalifornia4 FIRMS · $140M South PasadenaCalifornia4 FIRMS · $1.3B Grass ValleyCalifornia4 FIRMS · $635M CovinaCalifornia3 FIRMS · $980M HealdsburgCalifornia3 FIRMS · $293M El CerritoCalifornia3 FIRMS · $177M Corona Del MarCalifornia3 FIRMS · $6.4B San MarcosCalifornia3 FIRMS · $27.1M OceansideCalifornia3 FIRMS · $30.9M CerritosCalifornia3 FIRMS · $75.3M LivermoreCalifornia3 FIRMS · $615M MoragaCalifornia3 FIRMS · $242M Los AlamitosCalifornia3 FIRMS · $634M DublinCalifornia3 FIRMS · $64.3M Gold RiverCalifornia3 FIRMS · $132M East Palo AltoCalifornia3 FIRMS · $12.4B Fair OaksCalifornia3 FIRMS · $275M WestminsterCalifornia3 FIRMS · $17M EurekaCalifornia3 FIRMS · $1.1B AtascaderoCalifornia3 FIRMS · $269M Indian WellsCalifornia3 FIRMS · $1B YucaipaCalifornia2 FIRMS · $900K 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 El CajonCalifornia2 FIRMS · $114M Elk GroveCalifornia2 FIRMS · $219M FairfieldCalifornia2 FIRMS · $958M FallbrookCalifornia2 FIRMS · $175M 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 · $127M 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 Saint HelenaCalifornia2 FIRMS · $718M 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 Agoura HillsCalifornia2 FIRMS · $6.4M ReedleyCalifornia1 FIRM · $69.3M RiponCalifornia1 FIRM · $545M NorthridgeCalifornia1 FIRM · $120M NipomoCalifornia1 FIRM Rohnert ParkCalifornia1 FIRM · $6.1M Newbury ParkCalifornia1 FIRM · $108M RosemeadCalifornia1 FIRM · $1.1M Morgan HillCalifornia1 FIRM · $15.8M Rowland HeightsCalifornia1 FIRM MontroseCalifornia1 FIRM · $86M AzusaCalifornia1 FIRM · $13.6M SalinasCalifornia1 FIRM Arroyo GrandeCalifornia1 FIRM San BernardinoCalifornia1 FIRM · $179M WalnutCalifornia1 FIRM · $203M MalibuCalifornia1 FIRM · $184M Los BanosCalifornia1 FIRM · $2.7M LincolnCalifornia1 FIRM AptosCalifornia1 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 HawthorneCalifornia1 FIRM · $28.3M West CovinaCalifornia1 FIRM · $6.6M HanfordCalifornia1 FIRM · $13.6M West HillsCalifornia1 FIRM · $441K Hacienda HeightsCalifornia1 FIRM Granada HillsCalifornia1 FIRM · $28.2M Garden GroveCalifornia1 FIRM · $12.6M GardenaCalifornia1 FIRM · $17.9M Fountain ValleyCalifornia1 FIRM Apple ValleyCalifornia1 FIRM · $39.5M Daly CityCalifornia1 FIRM · $54.8M CypressCalifornia1 FIRM · $174M City Of IndustryCalifornia1 FIRM SolvangCalifornia1 FIRM · $22.2M CeresCalifornia1 FIRM · $3M SoquelCalifornia1 FIRM · $39M Castro ValleyCalifornia1 FIRM StantonCalifornia1 FIRM · $4.2M Stevenson RanchCalifornia1 FIRM · $4M CarsonCalifornia1 FIRM · $13.4M CarpinteriaCalifornia1 FIRM AndersonCalifornia1 FIRM · $66.2M Tahoe CityCalifornia1 FIRM · $200M TarzanaCalifornia1 FIRM · $13.8K CarmelbytheseaCalifornia1 FIRM · $102M TempletonCalifornia1 FIRM · $1.1B CardiffCalifornia1 FIRM · $121M 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 VacavilleCalifornia1 FIRM BeniciaCalifornia1 FIRM · $95M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B Pismo BeachCalifornia1 FIRM · $6.4M PattersonCalifornia1 FIRM Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K VallejoCalifornia1 FIRM · $35.3M Valley VillageCalifornia1 FIRM · $27.6M Van NuysCalifornia1 FIRM · $154M BellflowerCalifornia1 FIRM · $102M Palo CedroCalifornia1 FIRM · $6.2M Rancho MirageCalifornia1 FIRM · $186M Palm SpringsCalifornia1 FIRM Rancho Santa MargaritaCalifornia1 FIRM · $52M Red BluffCalifornia1 FIRM · $5.5M Pacific GroveCalifornia1 FIRM OrovilleCalifornia1 FIRM · $43.5M OakdaleCalifornia1 FIRM · $82.9M NorwalkCalifornia1 FIRM · $3.5M

All RIAs in California

Blackrock Fund Advisors

San Francisco, CA

AUM $4.3TTEAM 128REPS 12

Capital Research and Management Company

Los Angeles, CA

AUM $3.8TTEAM 1417REPS 20

Pacific Investment Management Company LLC

Newport Beach, CA

AUM $3.7TTEAM 1968REPS 20

Charles Schwab Investment Management, Inc

San Francisco, CA

AUM $1.7TTEAM 946REPS 44

Franklin Advisers, Inc.

San Mateo, CA

AUM $509BTEAM 384REPS 15

Dodge & Cox

San Francisco, CA

AUM $467BTEAM 336REPS 11

Ares Management LLC

Los Angeles, CA

AUM $459BTEAM 3990REPS 10

Edelman Financial Engines

Santa Clara, CA

AUM $326BTEAM 1679REPS 728

KKR Credit Advisors (US) LLC

San Francisco, CA

AUM $271BTEAM 609REPS 5

Western Asset Management Company

Pasadena, CA

AUM $185BTEAM 137REPS 7

Oaktree Capital Management, L.P.

Los Angeles, CA

AUM $183BTEAM 905REPS 11

Global Retirement Partners LLC

San Rafael, CA

AUM $170BTEAM 464REPS 490

Payden & Rygel

Los Angeles, CA

AUM $158BTEAM 194REPS 16

Aperio Group, LLC

Sausalito, CA

AUM $152BTEAM 208REPS 4

Wilshire

Santa Monica, CA

AUM $149BTEAM 307REPS 8

Primecap Management Co

Pasadena, CA

AUM $139BTEAM 43REPS 9

Capital Bank and Trust Company

Irvine, CA

AUM $139BTEAM 121REPS 8

Silver Lake Technology Management, LLC

Menlo Park, CA

AUM $118BTEAM 227REPS 9

Iconiq Capital, LLC

San Francisco, CA

AUM $118BTEAM 513REPS 91

Hellman & Friedman LLC

San Francisco, CA

AUM $110BTEAM 120REPS 22

Stepstone Group LP

La Jolla, CA

AUM $108BTEAM 978REPS 7

Andreessen Horowitz

Menlo Park, CA

AUM $106BTEAM 738REPS 3

Vista Equity Partners Management, LLC

San Francisco, CA

AUM $106BTEAM 643REPS 17

Pathway Capital Management, LP

Irvine, CA

AUM $97.8BTEAM 248REPS 4

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