RIAs in California

3,086 RIAs headquartered in California managing a combined $23T.

By city

San FranciscoCalifornia373 FIRMS · $8.3T Los AngelesCalifornia259 FIRMS · $5.8T San DiegoCalifornia151 FIRMS · $147B Newport BeachCalifornia130 FIRMS · $4T IrvineCalifornia83 FIRMS · $310B PasadenaCalifornia71 FIRMS · $364B Menlo ParkCalifornia62 FIRMS · $726B Santa MonicaCalifornia57 FIRMS · $336B Palo AltoCalifornia55 FIRMS · $192B Walnut CreekCalifornia51 FIRMS · $43.7B Santa BarbaraCalifornia46 FIRMS · $24.7B Westlake VillageCalifornia45 FIRMS · $40.1B El SegundoCalifornia42 FIRMS · $81.4B San MateoCalifornia41 FIRMS · $580B CarlsbadCalifornia40 FIRMS · $38B San JoseCalifornia40 FIRMS · $13B Beverly HillsCalifornia38 FIRMS · $92.9B SacramentoCalifornia33 FIRMS · $4.6B La JollaCalifornia32 FIRMS · $212B San RafaelCalifornia31 FIRMS · $194B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia26 FIRMS · $2.5B Manhattan BeachCalifornia24 FIRMS · $40.6B Mill ValleyCalifornia24 FIRMS · $19.5B San RamonCalifornia23 FIRMS · $6.3B Woodland HillsCalifornia23 FIRMS · $8.5B BurlingameCalifornia21 FIRMS · $32.2B LarkspurCalifornia20 FIRMS · $36.8B San Luis ObispoCalifornia19 FIRMS · $3.7B TorranceCalifornia19 FIRMS · $48.4B Los GatosCalifornia18 FIRMS · $25.1B Thousand OaksCalifornia18 FIRMS · $3.8B DanvilleCalifornia17 FIRMS · $8B Los AltosCalifornia16 FIRMS · $5.7B FresnoCalifornia16 FIRMS · $3.8B PleasantonCalifornia16 FIRMS · $3B OrangeCalifornia16 FIRMS · $2.6B LafayetteCalifornia15 FIRMS · $2.2B Laguna HillsCalifornia15 FIRMS · $2B Redwood CityCalifornia15 FIRMS · $13.1B SausalitoCalifornia15 FIRMS · $157B Long BeachCalifornia14 FIRMS · $7.5B Huntington BeachCalifornia14 FIRMS · $2.3B Santa AnaCalifornia14 FIRMS · $651M CalabasasCalifornia14 FIRMS · $6.6B TustinCalifornia13 FIRMS · $1.9B Santa RosaCalifornia13 FIRMS · $1.9B EncinoCalifornia13 FIRMS · $2.1B FolsomCalifornia13 FIRMS · $36.2B Costa MesaCalifornia12 FIRMS · $4B Aliso ViejoCalifornia12 FIRMS · $44.3B Palm DesertCalifornia12 FIRMS · $3.9B BakersfieldCalifornia12 FIRMS · $2.4B BerkeleyCalifornia12 FIRMS · $33.8B Mission ViejoCalifornia12 FIRMS · $3.2B El Dorado HillsCalifornia12 FIRMS · $3.8B ValenciaCalifornia12 FIRMS · $1.8B CarmelCalifornia11 FIRMS · $2.8B Hermosa BeachCalifornia11 FIRMS · $10.8B BurbankCalifornia11 FIRMS · $1.7B Mountain ViewCalifornia11 FIRMS · $5.5B EncinitasCalifornia11 FIRMS · $2.4B Sherman OaksCalifornia11 FIRMS · $1.8B OrindaCalifornia11 FIRMS · $21.9B Solana BeachCalifornia10 FIRMS · $6.4B Culver CityCalifornia10 FIRMS · $2B Santa ClaraCalifornia10 FIRMS · $327B AnaheimCalifornia10 FIRMS · $2B PetalumaCalifornia10 FIRMS · $2.1B RedlandsCalifornia10 FIRMS · $2.3B GlendaleCalifornia10 FIRMS · $1.3B TemeculaCalifornia10 FIRMS · $746M Foster CityCalifornia9 FIRMS · $80.8B Laguna BeachCalifornia9 FIRMS · $103B San Juan CapastranoCalifornia9 FIRMS · $1.1B StocktonCalifornia9 FIRMS · $1.3B BreaCalifornia9 FIRMS · $1B Marina Del ReyCalifornia9 FIRMS · $57.1B CampbellCalifornia9 FIRMS · $2.4B Simi ValleyCalifornia9 FIRMS · $4.3B MontereyCalifornia8 FIRMS · $961M CupertinoCalifornia8 FIRMS · $2.6B Del MarCalifornia8 FIRMS · $3.2B San ClementeCalifornia8 FIRMS · $1.8B Redondo BeachCalifornia8 FIRMS · $4.5B ReddingCalifornia8 FIRMS · $795M AuburnCalifornia8 FIRMS · $577M NovatoCalifornia8 FIRMS · $5.4B VenturaCalifornia7 FIRMS · $524M EscondidoCalifornia7 FIRMS · $845M Granite BayCalifornia7 FIRMS · $1.7B Rancho Santa FeCalifornia7 FIRMS · $2.1B AlamedaCalifornia7 FIRMS · $2.5B VeniceCalifornia7 FIRMS · $2.3B CoronaCalifornia7 FIRMS · $1.4B ModestoCalifornia7 FIRMS · $1.9B West HollywoodCalifornia7 FIRMS · $10.3B Rancho CucamongaCalifornia7 FIRMS · $153M ConcordCalifornia6 FIRMS · $92.7B EmeryvilleCalifornia6 FIRMS · $2.2B Rolling Hills EstatesCalifornia6 FIRMS · $237M ChicoCalifornia6 FIRMS · $1.7B SonomaCalifornia6 FIRMS · $1.5B ArcadiaCalifornia6 FIRMS · $149M Corte MaderaCalifornia6 FIRMS · $1.7B MonroviaCalifornia6 FIRMS · $347M Seal BeachCalifornia6 FIRMS · $2.4B La MesaCalifornia6 FIRMS · $661M Studio CityCalifornia6 FIRMS · $899M FullertonCalifornia5 FIRMS · $2.4B ClaremontCalifornia5 FIRMS · $2.5B LodiCalifornia5 FIRMS · $1.5B RocklinCalifornia5 FIRMS · $1.7B NapaCalifornia5 FIRMS · $1.3B CamarilloCalifornia5 FIRMS · $744M GreenbraeCalifornia5 FIRMS · $14.3B Laguna NiguelCalifornia5 FIRMS · $991M SaratogaCalifornia5 FIRMS · $2.9B AlamoCalifornia5 FIRMS · $4.3B TiburonCalifornia5 FIRMS · $2B Lake ForestCalifornia5 FIRMS · $714M Pleasant HillCalifornia5 FIRMS · $675M RiversideCalifornia4 FIRMS · $500M MurrietaCalifornia4 FIRMS · $128M VisaliaCalifornia4 FIRMS · $87.8M TurlockCalifornia4 FIRMS · $860M Diamond BarCalifornia4 FIRMS · $126M DavisCalifornia4 FIRMS · $482M FremontCalifornia4 FIRMS · $1.3B CoronadoCalifornia4 FIRMS · $927M Chino HillsCalifornia4 FIRMS · $14.2M Cardiff By The SeaCalifornia4 FIRMS · $182M OntarioCalifornia4 FIRMS · $1.9B MoorparkCalifornia4 FIRMS · $289M Santa CruzCalifornia4 FIRMS · $277M South PasadenaCalifornia4 FIRMS · $1.3B Grass ValleyCalifornia4 FIRMS · $626M El CerritoCalifornia3 FIRMS · $177M AtascaderoCalifornia3 FIRMS · $269M Cameron ParkCalifornia3 FIRMS · $55.9M 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 · $121M HealdsburgCalifornia3 FIRMS · $252M Indian WellsCalifornia3 FIRMS · $1B LivermoreCalifornia3 FIRMS · $615M Los AlamitosCalifornia3 FIRMS · $634M MilpitasCalifornia3 FIRMS · $52.2M MoragaCalifornia3 FIRMS · $242M OceansideCalifornia3 FIRMS · $30.9M Portola ValleyCalifornia3 FIRMS · $6.4B San MarcosCalifornia3 FIRMS · $22.1M SebastopolCalifornia3 FIRMS · $2.3B WestminsterCalifornia3 FIRMS · $17M SunnyvaleCalifornia2 FIRMS · $27M LoomisCalifornia2 FIRMS · $42M NewarkCalifornia2 FIRMS · $46M LompocCalifornia2 FIRMS · $109M OakhurstCalifornia2 FIRMS · $479M WiltonCalifornia2 FIRMS · $132M OrovilleCalifornia2 FIRMS · $90.4M PalmdaleCalifornia2 FIRMS · $3M Palm SpringsCalifornia2 FIRMS Ladera RanchCalifornia2 FIRMS · $129M Palos Verdes EstatesCalifornia2 FIRMS · $567M KentfieldCalifornia2 FIRMS · $368M PlacentiaCalifornia2 FIRMS · $199M WindsorCalifornia2 FIRMS · $213M PowayCalifornia2 FIRMS · $313M PresidioCalifornia2 FIRMS · $2.1B Grand TerraceCalifornia2 FIRMS GoletaCalifornia2 FIRMS · $82M GlendoraCalifornia2 FIRMS · $236M Saint HelenaCalifornia2 FIRMS · $718M San AnselmoCalifornia2 FIRMS · $376M San CarlosCalifornia2 FIRMS · $1.4B Fort BraggCalifornia2 FIRMS · $270M Foothill RanchCalifornia2 FIRMS · $69.2M FallbrookCalifornia2 FIRMS · $160M San GabrielCalifornia2 FIRMS · $356M FairfieldCalifornia2 FIRMS · $958M Elk GroveCalifornia2 FIRMS · $217M Agoura HillsCalifornia2 FIRMS · $6.4M AlbanyCalifornia2 FIRMS · $164M El CajonCalifornia2 FIRMS · $114M East Palo AltoCalifornia2 FIRMS · $11.9B DowneyCalifornia2 FIRMS · $528M Dana PointCalifornia2 FIRMS · $401M Santa ClaritaCalifornia2 FIRMS · $901M ClovisCalifornia2 FIRMS · $158M Santa MariaCalifornia2 FIRMS · $343M ClaytonCalifornia2 FIRMS · $99.6M ChinoCalifornia2 FIRMS · $144M Yorba LindaCalifornia2 FIRMS · $118M Carmel By The SeaCalifornia2 FIRMS · $1.2B Buena ParkCalifornia2 FIRMS · $19.2M UkiahCalifornia2 FIRMS · $18.2M UplandCalifornia2 FIRMS · $359M MontecitoCalifornia2 FIRMS · $129M MillbraeCalifornia2 FIRMS · $327M MenifeeCalifornia2 FIRMS · $123M WhittierCalifornia2 FIRMS · $288M Morgan HillCalifornia2 FIRMS · $200M ReedleyCalifornia1 FIRM · $69.3M RiponCalifornia1 FIRM · $545M Tahoe CityCalifornia1 FIRM · $200M TarzanaCalifornia1 FIRM · $13.8K Rohnert ParkCalifornia1 FIRM · $6.1M Garden GroveCalifornia1 FIRM · $12.6M RosemeadCalifornia1 FIRM · $1.1M GardenaCalifornia1 FIRM · $17.9M Rowland HeightsCalifornia1 FIRM Fountain ValleyCalifornia1 FIRM AlhambraCalifornia1 FIRM · $23.2M SalinasCalifornia1 FIRM TempletonCalifornia1 FIRM · $1.1B San BernardinoCalifornia1 FIRM · $179M BrentwoodCalifornia1 FIRM · $80M BonitaCalifornia1 FIRM TopangaCalifornia1 FIRM BeniciaCalifornia1 FIRM · $95M TracyCalifornia1 FIRM · $45.3M BelmontCalifornia1 FIRM BellflowerCalifornia1 FIRM · $102M YucaipaCalifornia1 FIRM · $900K MontroseCalifornia1 FIRM · $86M AzusaCalifornia1 FIRM · $13.6M VallejoCalifornia1 FIRM · $35.3M Valley VillageCalifornia1 FIRM · $27.6M Van NuysCalifornia1 FIRM · $154M Daly CityCalifornia1 FIRM · $54.8M CypressCalifornia1 FIRM · $174M Arroyo GrandeCalifornia1 FIRM AptosCalifornia1 FIRM Apple ValleyCalifornia1 FIRM · $39.5M AndersonCalifornia1 FIRM · $66.2M City Of IndustryCalifornia1 FIRM Los BanosCalifornia1 FIRM · $2.7M West CovinaCalifornia1 FIRM · $6.6M CeresCalifornia1 FIRM · $3M Newbury ParkCalifornia1 FIRM · $108M Century CityCalifornia1 FIRM · $351M Newport CoastCalifornia1 FIRM NorthridgeCalifornia1 FIRM · $120M NorwalkCalifornia1 FIRM · $3.5M LincolnCalifornia1 FIRM OakdaleCalifornia1 FIRM · $82.9M West HillsCalifornia1 FIRM · $441K La PalmaCalifornia1 FIRM · $66.8M Castro ValleyCalifornia1 FIRM LancasterCalifornia1 FIRM LakewoodCalifornia1 FIRM · $12.9M LakesideCalifornia1 FIRM · $209M CarsonCalifornia1 FIRM · $13.4M Pacific GroveCalifornia1 FIRM CarpinteriaCalifornia1 FIRM LakeportCalifornia1 FIRM SolvangCalifornia1 FIRM · $22.2M Alpine MeadowsCalifornia1 FIRM · $25.1M Palo CedroCalifornia1 FIRM · $6.2M SoquelCalifornia1 FIRM · $39M La CrescentaCalifornia1 FIRM PattersonCalifornia1 FIRM CarmelbytheseaCalifornia1 FIRM · $102M Pismo BeachCalifornia1 FIRM · $6.4M StantonCalifornia1 FIRM · $4.2M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B JacksonCalifornia1 FIRM · $197M HollisterCalifornia1 FIRM · $67.8M Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K Stevenson RanchCalifornia1 FIRM · $4M Canyon LakeCalifornia1 FIRM Canoga ParkCalifornia1 FIRM · $93M Rancho CordovaCalifornia1 FIRM · $15.8M 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 MalibuCalifornia1 FIRM · $184M Granada HillsCalifornia1 FIRM · $28.2M

All RIAs in California

William O'Neil + Company

Los Angeles, CA

AUM —TEAM 39REPS 3

Boldin Advisors

Mill Valley, CA

AUM —TEAM 15REPS 14

Mainstreet Financial Planning, Inc.

Los Gatos, CA

AUM —TEAM 6REPS 4

Veros Capital Management, Inc.

Santa Ana, CA

AUM —TEAM 2REPS 2

Opus Investment Advisors, LLC

Oceanside, CA

AUM —TEAM 2REPS 1

Internet Securities

Oakland, CA

AUM —TEAM 1REPS 1

Insight Financial Advisors

Santa Ana, CA

AUM —TEAM 2REPS 2

AFH Asset Management, Inc.

Beverly Hills, CA

AUM —TEAM 3REPS 3

Northstar Investment Advisory LLC

West Hollywood, CA

AUM —TEAM 10REPS 10

Kobata Financial

Atascadero, CA

AUM —TEAM 1REPS 1

Atlantic Investments A Registered Investment Advisor, Inc

Los Angeles, CA

AUM —TEAM 2REPS 7

Armory Capital Group, LLC

El Segundo, CA

AUM —TEAM 2REPS 2

Petersen And Hicks

Campbell, CA

AUM —TEAM 2REPS 2

H.S. Financial, Inc.

San Diego, CA

AUM —TEAM 2REPS 1

BCN Financial, Inc.

Alameda, CA

AUM —TEAM 7REPS 8

Mezzi

Menlo Park, CA

AUM —TEAM 10REPS 2

Financial Planning Consultants, LLC

San Jose, CA

AUM —TEAM 3REPS 3

Lilac Wealth, LLC

Venice, CA

AUM —TEAM 1REPS 1

Raven Wealth Advisors

Pasadena, CA

AUM —TEAM 1REPS 1

Shorestown Partners LLC

San Francisco, CA

AUM —TEAM 1REPS 1

Family Wealth Strategists, LLC

Newport Beach, CA

AUM —TEAM 1REPS 1

Trinity Financial Partners

Upland, CA

AUM —TEAM 1REPS 1

Douglas W. Jones Associates Financial & Insurance Services, Inc.

Lake Forest, CA

AUM —TEAM 2REPS 2

Balanced Wealth Management

Foothill Ranch, CA

AUM —TEAM 1REPS 1

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