RIAs in California

3,094 RIAs headquartered in California managing a combined $23T.

By city

San FranciscoCalifornia377 FIRMS · $8.3T Los AngelesCalifornia262 FIRMS · $5.8T San DiegoCalifornia150 FIRMS · $147B Newport BeachCalifornia129 FIRMS · $4T IrvineCalifornia89 FIRMS · $308B PasadenaCalifornia70 FIRMS · $364B Menlo ParkCalifornia62 FIRMS · $720B Santa MonicaCalifornia58 FIRMS · $337B Palo AltoCalifornia52 FIRMS · $190B Walnut CreekCalifornia51 FIRMS · $43.7B Santa BarbaraCalifornia45 FIRMS · $27.5B Westlake VillageCalifornia44 FIRMS · $40.1B El SegundoCalifornia42 FIRMS · $80.7B San MateoCalifornia42 FIRMS · $580B San JoseCalifornia41 FIRMS · $13B CarlsbadCalifornia39 FIRMS · $37.9B Beverly HillsCalifornia39 FIRMS · $93.8B SacramentoCalifornia34 FIRMS · $4.6B San RafaelCalifornia32 FIRMS · $194B La JollaCalifornia32 FIRMS · $228B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia26 FIRMS · $2.6B Mill ValleyCalifornia25 FIRMS · $21.9B Manhattan BeachCalifornia23 FIRMS · $40.5B San RamonCalifornia23 FIRMS · $6.3B Woodland HillsCalifornia22 FIRMS · $4.3B BurlingameCalifornia21 FIRMS · $32.3B LarkspurCalifornia19 FIRMS · $39.1B San Luis ObispoCalifornia19 FIRMS · $3.7B Los GatosCalifornia18 FIRMS · $25.1B TorranceCalifornia18 FIRMS · $48.4B DanvilleCalifornia17 FIRMS · $8B Thousand OaksCalifornia17 FIRMS · $3.7B OrangeCalifornia16 FIRMS · $2.6B PleasantonCalifornia16 FIRMS · $3.1B Los AltosCalifornia16 FIRMS · $5.7B SausalitoCalifornia15 FIRMS · $157B FresnoCalifornia15 FIRMS · $3.8B LafayetteCalifornia15 FIRMS · $2.2B FolsomCalifornia14 FIRMS · $36.2B Huntington BeachCalifornia14 FIRMS · $2.3B Santa AnaCalifornia14 FIRMS · $651M Mission ViejoCalifornia14 FIRMS · $3.2B Laguna HillsCalifornia14 FIRMS · $1.8B Long BeachCalifornia14 FIRMS · $7.5B TustinCalifornia14 FIRMS · $1.9B CalabasasCalifornia14 FIRMS · $6.6B Redwood CityCalifornia14 FIRMS · $12.5B EncinoCalifornia13 FIRMS · $2.1B El Dorado HillsCalifornia12 FIRMS · $3.8B Hermosa BeachCalifornia12 FIRMS · $10.9B Palm DesertCalifornia12 FIRMS · $3.9B Santa RosaCalifornia12 FIRMS · $1.9B BerkeleyCalifornia12 FIRMS · $33.8B EncinitasCalifornia12 FIRMS · $2.5B ValenciaCalifornia12 FIRMS · $1.8B Aliso ViejoCalifornia12 FIRMS · $44.3B Costa MesaCalifornia11 FIRMS · $4B OrindaCalifornia11 FIRMS · $21.9B BurbankCalifornia11 FIRMS · $1.7B Sherman OaksCalifornia11 FIRMS · $1.8B BakersfieldCalifornia11 FIRMS · $2.4B Mountain ViewCalifornia11 FIRMS · $5.5B CarmelCalifornia11 FIRMS · $2.8B San ClementeCalifornia10 FIRMS · $1.8B TemeculaCalifornia10 FIRMS · $746M CampbellCalifornia10 FIRMS · $2.4B Solana BeachCalifornia10 FIRMS · $6.4B Santa ClaraCalifornia10 FIRMS · $327B Culver CityCalifornia10 FIRMS · $2B AnaheimCalifornia10 FIRMS · $2B GlendaleCalifornia10 FIRMS · $1.3B RedlandsCalifornia10 FIRMS · $2.3B PetalumaCalifornia10 FIRMS · $2.1B 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 Simi ValleyCalifornia9 FIRMS · $4.3B Rancho Santa FeCalifornia8 FIRMS · $2.1B CupertinoCalifornia8 FIRMS · $2.6B Del MarCalifornia8 FIRMS · $3.2B MontereyCalifornia8 FIRMS · $961M ReddingCalifornia8 FIRMS · $795M Redondo BeachCalifornia8 FIRMS · $4.5B NovatoCalifornia8 FIRMS · $5.4B La MesaCalifornia7 FIRMS · $731M Granite BayCalifornia7 FIRMS · $1.7B Rancho CucamongaCalifornia7 FIRMS · $156M EscondidoCalifornia7 FIRMS · $845M West HollywoodCalifornia7 FIRMS · $10.3B VenturaCalifornia7 FIRMS · $524M ModestoCalifornia7 FIRMS · $1.9B AlamedaCalifornia7 FIRMS · $2.5B AuburnCalifornia7 FIRMS · $469M VeniceCalifornia7 FIRMS · $2.3B CoronaCalifornia7 FIRMS · $1.4B ConcordCalifornia6 FIRMS · $92.7B Corte MaderaCalifornia6 FIRMS · $1.7B EmeryvilleCalifornia6 FIRMS · $2.2B Rolling Hills EstatesCalifornia6 FIRMS · $242M Seal BeachCalifornia6 FIRMS · $2.4B SonomaCalifornia6 FIRMS · $1.5B Studio CityCalifornia6 FIRMS · $899M MonroviaCalifornia6 FIRMS · $347M ArcadiaCalifornia6 FIRMS · $149M NapaCalifornia5 FIRMS · $1.3B AlamoCalifornia5 FIRMS · $4.3B CamarilloCalifornia5 FIRMS · $744M ChicoCalifornia5 FIRMS · $1.2B TiburonCalifornia5 FIRMS · $2B RocklinCalifornia5 FIRMS · $1.8B ClaremontCalifornia5 FIRMS · $2.5B FullertonCalifornia5 FIRMS · $2.4B Pleasant HillCalifornia5 FIRMS · $278M LodiCalifornia5 FIRMS · $1.5B GreenbraeCalifornia5 FIRMS · $14.3B Laguna NiguelCalifornia5 FIRMS · $991M SaratogaCalifornia5 FIRMS · $2.9B Lake ForestCalifornia5 FIRMS · $714M Cardiff By The SeaCalifornia4 FIRMS · $182M Diamond BarCalifornia4 FIRMS · $126M South PasadenaCalifornia4 FIRMS · $1.3B MurrietaCalifornia4 FIRMS · $140M RiversideCalifornia4 FIRMS · $500M MoorparkCalifornia4 FIRMS · $289M TurlockCalifornia4 FIRMS · $860M FremontCalifornia4 FIRMS · $1.3B OntarioCalifornia4 FIRMS · $1.9B CoronadoCalifornia4 FIRMS · $927M Chino HillsCalifornia4 FIRMS · $620M Santa CruzCalifornia4 FIRMS · $277M DavisCalifornia4 FIRMS · $482M Grass ValleyCalifornia4 FIRMS · $635M VisaliaCalifornia4 FIRMS · $87.8M El CerritoCalifornia3 FIRMS · $177M AtascaderoCalifornia3 FIRMS · $269M CerritosCalifornia3 FIRMS · $75.3M Corona Del MarCalifornia3 FIRMS · $6.4B CovinaCalifornia3 FIRMS · $980M DublinCalifornia3 FIRMS · $64.3M EurekaCalifornia3 FIRMS · $1.1B Fair OaksCalifornia3 FIRMS · $275M Gold RiverCalifornia3 FIRMS · $132M HealdsburgCalifornia3 FIRMS · $293M Indian WellsCalifornia3 FIRMS · $1B LivermoreCalifornia3 FIRMS · $615M Los AlamitosCalifornia3 FIRMS · $634M MoragaCalifornia3 FIRMS · $242M OceansideCalifornia3 FIRMS · $30.9M San MarcosCalifornia3 FIRMS · $27.1M WestminsterCalifornia3 FIRMS · $17M Santa ClaritaCalifornia2 FIRMS · $901M ClaytonCalifornia2 FIRMS · $99.6M Santa MariaCalifornia2 FIRMS · $343M LoomisCalifornia2 FIRMS · $42M ChinoCalifornia2 FIRMS · $144M Newport CoastCalifornia2 FIRMS · $7.8M Century CityCalifornia2 FIRMS · $351M PlacentiaCalifornia2 FIRMS · $199M SebastopolCalifornia2 FIRMS · $2.3B Grand TerraceCalifornia2 FIRMS OakhurstCalifornia2 FIRMS · $479M Carmel By The SeaCalifornia2 FIRMS · $1.2B GoletaCalifornia2 FIRMS · $82M PalmdaleCalifornia2 FIRMS · $3M Ladera RanchCalifornia2 FIRMS · $129M GlendoraCalifornia2 FIRMS · $236M LompocCalifornia2 FIRMS · $109M AlbanyCalifornia2 FIRMS · $164M NewarkCalifornia2 FIRMS · $46M Portola ValleyCalifornia2 FIRMS · $6.4B SunnyvaleCalifornia2 FIRMS · $27M PowayCalifornia2 FIRMS · $313M PresidioCalifornia2 FIRMS · $2.1B Cameron ParkCalifornia2 FIRMS · $54M Fort BraggCalifornia2 FIRMS · $270M Buena ParkCalifornia2 FIRMS · $19.2M Saint HelenaCalifornia2 FIRMS · $718M Rancho CordovaCalifornia2 FIRMS · $15.8M San AnselmoCalifornia2 FIRMS · $376M Palos Verdes EstatesCalifornia2 FIRMS · $567M San CarlosCalifornia2 FIRMS · $1.4B Foothill RanchCalifornia2 FIRMS · $69.2M UkiahCalifornia2 FIRMS · $18.2M UplandCalifornia2 FIRMS · $359M FallbrookCalifornia2 FIRMS · $175M FairfieldCalifornia2 FIRMS · $958M San GabrielCalifornia2 FIRMS · $356M Elk GroveCalifornia2 FIRMS · $219M Agoura HillsCalifornia2 FIRMS · $6.4M El CajonCalifornia2 FIRMS · $114M Yorba LindaCalifornia2 FIRMS · $118M East Palo AltoCalifornia2 FIRMS · $11.9B DowneyCalifornia2 FIRMS · $528M Dana PointCalifornia2 FIRMS · $401M KentfieldCalifornia2 FIRMS · $368M WindsorCalifornia2 FIRMS · $213M ClovisCalifornia2 FIRMS · $158M YucaipaCalifornia2 FIRMS · $900K WhittierCalifornia2 FIRMS · $288M WiltonCalifornia2 FIRMS · $132M MilpitasCalifornia2 FIRMS · $52.2M MillbraeCalifornia2 FIRMS · $327M MontecitoCalifornia2 FIRMS · $129M MenifeeCalifornia2 FIRMS · $127M CarmelbytheseaCalifornia1 FIRM · $102M SoquelCalifornia1 FIRM · $39M CardiffCalifornia1 FIRM · $121M StantonCalifornia1 FIRM · $4.2M Stevenson RanchCalifornia1 FIRM · $4M Canyon LakeCalifornia1 FIRM Canoga ParkCalifornia1 FIRM · $93M Tahoe CityCalifornia1 FIRM · $200M TarzanaCalifornia1 FIRM · $13.8K TempletonCalifornia1 FIRM · $1.1B BrentwoodCalifornia1 FIRM · $80M TopangaCalifornia1 FIRM BonitaCalifornia1 FIRM TracyCalifornia1 FIRM · $45.3M BeniciaCalifornia1 FIRM · $95M BellflowerCalifornia1 FIRM · $102M AzusaCalifornia1 FIRM · $13.6M VallejoCalifornia1 FIRM · $35.3M MontroseCalifornia1 FIRM · $86M Van NuysCalifornia1 FIRM · $154M Arroyo GrandeCalifornia1 FIRM AptosCalifornia1 FIRM Apple ValleyCalifornia1 FIRM · $39.5M WalnutCalifornia1 FIRM · $203M AndersonCalifornia1 FIRM · $66.2M West CovinaCalifornia1 FIRM · $6.6M West HillsCalifornia1 FIRM · $441K Alpine MeadowsCalifornia1 FIRM · $25.1M AlhambraCalifornia1 FIRM · $23.2M Valley VillageCalifornia1 FIRM · $27.6M MalibuCalifornia1 FIRM · $184M Morgan HillCalifornia1 FIRM · $15.8M Los BanosCalifornia1 FIRM · $2.7M Newbury ParkCalifornia1 FIRM · $108M LincolnCalifornia1 FIRM NipomoCalifornia1 FIRM NorthridgeCalifornia1 FIRM · $120M NorwalkCalifornia1 FIRM · $3.5M La PalmaCalifornia1 FIRM · $66.8M OakdaleCalifornia1 FIRM · $82.9M LancasterCalifornia1 FIRM LakewoodCalifornia1 FIRM · $12.9M LakesideCalifornia1 FIRM · $209M LakeportCalifornia1 FIRM OrovilleCalifornia1 FIRM · $43.5M Pacific GroveCalifornia1 FIRM Palm SpringsCalifornia1 FIRM La CrescentaCalifornia1 FIRM Palo CedroCalifornia1 FIRM · $6.2M PattersonCalifornia1 FIRM JacksonCalifornia1 FIRM · $197M Pismo BeachCalifornia1 FIRM · $6.4M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B HollisterCalifornia1 FIRM · $67.8M HemetCalifornia1 FIRM · $58.8M Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K HawthorneCalifornia1 FIRM · $28.3M Rancho MirageCalifornia1 FIRM · $186M HanfordCalifornia1 FIRM · $13.6M Rancho Santa MargaritaCalifornia1 FIRM · $52M Red BluffCalifornia1 FIRM · $5.5M Hacienda HeightsCalifornia1 FIRM Granada HillsCalifornia1 FIRM · $28.2M ReedleyCalifornia1 FIRM · $69.3M RiponCalifornia1 FIRM · $545M Garden GroveCalifornia1 FIRM · $12.6M Rohnert ParkCalifornia1 FIRM · $6.1M GardenaCalifornia1 FIRM · $17.9M RosemeadCalifornia1 FIRM · $1.1M Fountain ValleyCalifornia1 FIRM Rowland HeightsCalifornia1 FIRM SalinasCalifornia1 FIRM San BernardinoCalifornia1 FIRM · $179M Daly CityCalifornia1 FIRM · $54.8M CypressCalifornia1 FIRM · $174M City Of IndustryCalifornia1 FIRM CeresCalifornia1 FIRM · $3M Castro ValleyCalifornia1 FIRM CarsonCalifornia1 FIRM · $13.4M CarpinteriaCalifornia1 FIRM SolvangCalifornia1 FIRM · $22.2M

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 729

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 477

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 92

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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