RIAs in California

3,101 RIAs headquartered in California managing a combined $23.8T.

By city

San FranciscoCalifornia380 FIRMS · $8.4T Los AngelesCalifornia264 FIRMS · $6.4T San DiegoCalifornia150 FIRMS · $147B Newport BeachCalifornia130 FIRMS · $4T IrvineCalifornia88 FIRMS · $426B PasadenaCalifornia68 FIRMS · $364B Santa MonicaCalifornia62 FIRMS · $338B Menlo ParkCalifornia61 FIRMS · $717B Walnut CreekCalifornia54 FIRMS · $44.1B Palo AltoCalifornia52 FIRMS · $197B Santa BarbaraCalifornia46 FIRMS · $27.5B Westlake VillageCalifornia45 FIRMS · $40.2B San MateoCalifornia42 FIRMS · $580B San JoseCalifornia41 FIRMS · $11.6B El SegundoCalifornia41 FIRMS · $80.7B Beverly HillsCalifornia39 FIRMS · $93.2B CarlsbadCalifornia37 FIRMS · $37.9B SacramentoCalifornia36 FIRMS · $4.2B La JollaCalifornia32 FIRMS · $232B San RafaelCalifornia32 FIRMS · $194B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia25 FIRMS · $2.3B Mill ValleyCalifornia24 FIRMS · $21.4B Manhattan BeachCalifornia23 FIRMS · $40.5B San RamonCalifornia23 FIRMS · $6.5B BurlingameCalifornia21 FIRMS · $32.7B Woodland HillsCalifornia21 FIRMS · $3.7B TorranceCalifornia19 FIRMS · $48.5B LarkspurCalifornia19 FIRMS · $39.1B San Luis ObispoCalifornia19 FIRMS · $3.9B Los GatosCalifornia18 FIRMS · $25.1B DanvilleCalifornia17 FIRMS · $8.1B Los AltosCalifornia16 FIRMS · $5.7B Thousand OaksCalifornia16 FIRMS · $3.5B FolsomCalifornia15 FIRMS · $36.2B SausalitoCalifornia15 FIRMS · $157B LafayetteCalifornia15 FIRMS · $2.2B OrangeCalifornia15 FIRMS · $2.5B Long BeachCalifornia15 FIRMS · $7.5B PleasantonCalifornia15 FIRMS · $3.1B Redwood CityCalifornia15 FIRMS · $13.1B Huntington BeachCalifornia14 FIRMS · $2.3B TustinCalifornia14 FIRMS · $1.9B CalabasasCalifornia14 FIRMS · $6.6B Laguna HillsCalifornia14 FIRMS · $1.8B Mission ViejoCalifornia14 FIRMS · $3.2B Santa AnaCalifornia14 FIRMS · $651M Hermosa BeachCalifornia13 FIRMS · $10.9B EncinoCalifornia13 FIRMS · $2.2B FresnoCalifornia13 FIRMS · $3.1B El Dorado HillsCalifornia12 FIRMS · $3.8B Santa RosaCalifornia12 FIRMS · $1.9B ValenciaCalifornia12 FIRMS · $2.1B RedlandsCalifornia11 FIRMS · $2.3B Mountain ViewCalifornia11 FIRMS · $5.5B BerkeleyCalifornia11 FIRMS · $33.8B BurbankCalifornia11 FIRMS · $1.7B CarmelCalifornia11 FIRMS · $2.8B Solana BeachCalifornia11 FIRMS · $7.3B Sherman OaksCalifornia11 FIRMS · $1.8B Costa MesaCalifornia11 FIRMS · $3.8B EncinitasCalifornia11 FIRMS · $2.4B Palm DesertCalifornia11 FIRMS · $3.9B OrindaCalifornia11 FIRMS · $21.8B San Juan CapastranoCalifornia10 FIRMS · $1.1B TemeculaCalifornia10 FIRMS · $757M Santa ClaraCalifornia10 FIRMS · $327B PetalumaCalifornia10 FIRMS · $2.1B BakersfieldCalifornia10 FIRMS · $2.4B CampbellCalifornia10 FIRMS · $2.4B Culver CityCalifornia10 FIRMS · $2.1B AnaheimCalifornia10 FIRMS · $2B San ClementeCalifornia10 FIRMS · $1.8B Aliso ViejoCalifornia10 FIRMS · $41.4B GlendaleCalifornia10 FIRMS · $1.3B Marina Del ReyCalifornia9 FIRMS · $57.2B Laguna BeachCalifornia9 FIRMS · $103B CupertinoCalifornia9 FIRMS · $2.6B Simi ValleyCalifornia9 FIRMS · $4.3B StocktonCalifornia9 FIRMS · $1.3B Foster CityCalifornia9 FIRMS · $80.8B BreaCalifornia9 FIRMS · $1B VeniceCalifornia8 FIRMS · $2.3B Redondo BeachCalifornia8 FIRMS · $4.7B Del MarCalifornia8 FIRMS · $3.2B ReddingCalifornia8 FIRMS · $795M NovatoCalifornia8 FIRMS · $5.4B MontereyCalifornia8 FIRMS · $961M Rancho Santa FeCalifornia8 FIRMS · $2.3B CoronaCalifornia7 FIRMS · $1.5B EscondidoCalifornia7 FIRMS · $845M Seal BeachCalifornia7 FIRMS · $2.4B VenturaCalifornia7 FIRMS · $524M ModestoCalifornia7 FIRMS · $1.9B Rolling Hills EstatesCalifornia7 FIRMS · $242M Rancho CucamongaCalifornia7 FIRMS · $156M CamarilloCalifornia7 FIRMS · $900M AuburnCalifornia7 FIRMS · $469M West HollywoodCalifornia6 FIRMS · $10B Studio CityCalifornia6 FIRMS · $899M ArcadiaCalifornia6 FIRMS · $149M ConcordCalifornia6 FIRMS · $92.7B La MesaCalifornia6 FIRMS · $661M Granite BayCalifornia6 FIRMS · $1.7B SonomaCalifornia6 FIRMS · $1.5B Corte MaderaCalifornia6 FIRMS · $1.7B AlamedaCalifornia6 FIRMS · $1.8B MonroviaCalifornia6 FIRMS · $347M ChicoCalifornia5 FIRMS · $1.2B AlamoCalifornia5 FIRMS · $4.3B ClaremontCalifornia5 FIRMS · $2.5B EmeryvilleCalifornia5 FIRMS · $2.2B SaratogaCalifornia5 FIRMS · $2.9B FullertonCalifornia5 FIRMS · $2.4B RocklinCalifornia5 FIRMS · $1.8B GreenbraeCalifornia5 FIRMS · $14.3B TiburonCalifornia5 FIRMS · $2B Pleasant HillCalifornia5 FIRMS · $278M Laguna NiguelCalifornia5 FIRMS · $996M Lake ForestCalifornia5 FIRMS · $714M NapaCalifornia5 FIRMS · $1.3B LodiCalifornia5 FIRMS · $1.5B MurrietaCalifornia4 FIRMS · $140M VisaliaCalifornia4 FIRMS · $87.8M Diamond BarCalifornia4 FIRMS · $126M South PasadenaCalifornia4 FIRMS · $1.3B Cardiff By The SeaCalifornia4 FIRMS · $182M OntarioCalifornia4 FIRMS · $2B OceansideCalifornia4 FIRMS · $30.9M FremontCalifornia4 FIRMS · $1.3B MoorparkCalifornia4 FIRMS · $289M CoronadoCalifornia4 FIRMS · $927M DavisCalifornia4 FIRMS · $482M Chino HillsCalifornia4 FIRMS · $620M TurlockCalifornia4 FIRMS · $860M Grass ValleyCalifornia4 FIRMS · $635M Santa CruzCalifornia4 FIRMS · $277M RiversideCalifornia4 FIRMS · $500M El CerritoCalifornia3 FIRMS · $177M AtascaderoCalifornia3 FIRMS · $269M Corona Del MarCalifornia3 FIRMS · $6.4B CovinaCalifornia3 FIRMS · $980M DowneyCalifornia3 FIRMS · $528M DublinCalifornia3 FIRMS · $64.3M East Palo AltoCalifornia3 FIRMS · $12.4B 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 San MarcosCalifornia3 FIRMS · $27.1M WestminsterCalifornia3 FIRMS · $17M PlacentiaCalifornia2 FIRMS · $199M Santa MariaCalifornia2 FIRMS · $343M ChinoCalifornia2 FIRMS · $144M CerritosCalifornia2 FIRMS · $75.3M OakhurstCalifornia2 FIRMS · $479M Century CityCalifornia2 FIRMS · $351M PalmdaleCalifornia2 FIRMS · $3M SebastopolCalifornia2 FIRMS · $2.3B Grand TerraceCalifornia2 FIRMS Newport CoastCalifornia2 FIRMS · $7.8M Carmel By The SeaCalifornia2 FIRMS · $1.2B MenifeeCalifornia2 FIRMS · $127M Ladera RanchCalifornia2 FIRMS · $129M GoletaCalifornia2 FIRMS · $82M GlendoraCalifornia2 FIRMS · $236M NewarkCalifornia2 FIRMS · $46M Portola ValleyCalifornia2 FIRMS · $6.4B PowayCalifornia2 FIRMS · $313M Palos Verdes EstatesCalifornia2 FIRMS · $567M SunnyvaleCalifornia2 FIRMS · $27M Rowland HeightsCalifornia2 FIRMS Rancho CordovaCalifornia2 FIRMS · $17.5M Cameron ParkCalifornia2 FIRMS · $54M Saint HelenaCalifornia2 FIRMS · $718M Buena ParkCalifornia2 FIRMS · $19.2M AlbanyCalifornia2 FIRMS · $164M San AnselmoCalifornia2 FIRMS · $376M LompocCalifornia2 FIRMS · $109M San CarlosCalifornia2 FIRMS · $1.4B Fort BraggCalifornia2 FIRMS · $270M Foothill RanchCalifornia2 FIRMS · $69.2M UkiahCalifornia2 FIRMS · $18.2M UplandCalifornia2 FIRMS · $359M FallbrookCalifornia2 FIRMS · $175M San GabrielCalifornia2 FIRMS · $356M FairfieldCalifornia2 FIRMS · $958M Elk GroveCalifornia2 FIRMS · $219M Agoura HillsCalifornia2 FIRMS · $6.4M Yorba LindaCalifornia2 FIRMS · $118M El CajonCalifornia2 FIRMS · $114M Dana PointCalifornia2 FIRMS · $401M KentfieldCalifornia2 FIRMS · $368M LoomisCalifornia2 FIRMS · $42M ClovisCalifornia2 FIRMS · $158M ClaytonCalifornia2 FIRMS · $99.6M Santa ClaritaCalifornia2 FIRMS · $901M YucaipaCalifornia2 FIRMS · $900K WhittierCalifornia2 FIRMS · $288M WiltonCalifornia2 FIRMS · $132M WindsorCalifornia2 FIRMS · $213M MontecitoCalifornia2 FIRMS · $129M MilpitasCalifornia2 FIRMS · $52.2M MillbraeCalifornia2 FIRMS · $327M SolvangCalifornia1 FIRM · $22.2M 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 Valley VillageCalifornia1 FIRM · $27.6M 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 MontroseCalifornia1 FIRM · $86M Morgan HillCalifornia1 FIRM · $15.8M MalibuCalifornia1 FIRM · $184M Los BanosCalifornia1 FIRM · $2.7M Newbury ParkCalifornia1 FIRM · $108M NipomoCalifornia1 FIRM NorthridgeCalifornia1 FIRM · $120M NorwalkCalifornia1 FIRM · $3.5M OakdaleCalifornia1 FIRM · $82.9M LincolnCalifornia1 FIRM La PalmaCalifornia1 FIRM · $66.8M LancasterCalifornia1 FIRM LakewoodCalifornia1 FIRM · $12.9M LakesideCalifornia1 FIRM · $209M OrovilleCalifornia1 FIRM · $43.5M Pacific GroveCalifornia1 FIRM LakeportCalifornia1 FIRM Palm SpringsCalifornia1 FIRM Palo CedroCalifornia1 FIRM · $6.2M La CrescentaCalifornia1 FIRM PattersonCalifornia1 FIRM Pismo BeachCalifornia1 FIRM · $6.4M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B JacksonCalifornia1 FIRM · $197M HollisterCalifornia1 FIRM · $67.8M Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K PresidioCalifornia1 FIRM · $238M HemetCalifornia1 FIRM · $58.8M Rancho MirageCalifornia1 FIRM · $186M HawthorneCalifornia1 FIRM · $28.3M Rancho Santa MargaritaCalifornia1 FIRM · $52M Red BluffCalifornia1 FIRM · $5.5M HanfordCalifornia1 FIRM · $13.6M Hacienda HeightsCalifornia1 FIRM Granada HillsCalifornia1 FIRM · $28.2M ReedleyCalifornia1 FIRM · $69.3M RiponCalifornia1 FIRM · $545M Rohnert ParkCalifornia1 FIRM · $6.1M Garden GroveCalifornia1 FIRM · $12.6M RosemeadCalifornia1 FIRM · $1.1M GardenaCalifornia1 FIRM · $17.9M Fountain ValleyCalifornia1 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

All RIAs in California

Capital Research and Management Company

Los Angeles, CA

AUM $4.3TTEAM 1395REPS 20

Blackrock Fund Advisors

San Francisco, CA

AUM $4.3TTEAM 128REPS 12

Pacific Investment Management Company LLC

Newport Beach, CA

AUM $3.7TTEAM 1968REPS 9

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 722

KKR Credit Advisors (US) LLC

San Francisco, CA

AUM $271BTEAM 609REPS 5

Capital Bank and Trust Company

Irvine, CA

AUM $257BTEAM 106REPS 8

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 496

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 4

Silver Lake Technology Management, LLC

Menlo Park, CA

AUM $118BTEAM 227REPS 9

Iconiq Capital, LLC

San Francisco, CA

AUM $118BTEAM 513REPS 93

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 3

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