RIAs in California

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

By city

SAN FRANCISCOCalifornia372 FIRMS · $8.3T Los AngelesCalifornia259 FIRMS · $5.8T SAN DIEGOCalifornia152 FIRMS · $148B NEWPORT BEACHCalifornia131 FIRMS · $4T IRVINECalifornia82 FIRMS · $309B PASADENACalifornia70 FIRMS · $364B MENLO PARKCalifornia63 FIRMS · $728B SANTA MONICACalifornia57 FIRMS · $336B PALO ALTOCalifornia55 FIRMS · $192B WALNUT CREEKCalifornia52 FIRMS · $44.6B 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 ROSEVILLECalifornia27 FIRMS · $4B MILL VALLEYCalifornia25 FIRMS · $19.5B WOODLAND HILLSCalifornia24 FIRMS · $8.5B MANHATTAN BEACHCalifornia24 FIRMS · $40.6B SAN RAMONCalifornia23 FIRMS · $6.3B BURLINGAMECalifornia21 FIRMS · $32.2B LARKSPURCalifornia20 FIRMS · $36.8B TORRANCECalifornia19 FIRMS · $48.4B SAN LUIS OBISPOCalifornia19 FIRMS · $3.7B THOUSAND OAKSCalifornia18 FIRMS · $3.8B LOS GATOSCalifornia18 FIRMS · $25.1B DANVILLECalifornia17 FIRMS · $8B PLEASANTONCalifornia16 FIRMS · $3B FRESNOCalifornia16 FIRMS · $3.8B ORANGECalifornia16 FIRMS · $2.6B LOS ALTOSCalifornia16 FIRMS · $5.7B SAUSALITOCalifornia15 FIRMS · $157B LAGUNA HILLSCalifornia15 FIRMS · $2B REDWOOD CITYCalifornia15 FIRMS · $13.1B LAFAYETTECalifornia15 FIRMS · $2.2B SANTA ANACalifornia14 FIRMS · $651M CALABASASCalifornia14 FIRMS · $6.6B HUNTINGTON BEACHCalifornia14 FIRMS · $2.3B LONG BEACHCalifornia14 FIRMS · $7.5B TUSTINCalifornia13 FIRMS · $1.9B ENCINOCalifornia13 FIRMS · $2.1B SANTA ROSACalifornia13 FIRMS · $1.9B FOLSOMCalifornia13 FIRMS · $36.2B BAKERSFIELDCalifornia12 FIRMS · $2.4B EL DORADO HILLSCalifornia12 FIRMS · $3.8B ALISO VIEJOCalifornia12 FIRMS · $44.3B MISSION VIEJOCalifornia12 FIRMS · $3.2B BERKELEYCalifornia12 FIRMS · $33.8B PALM DESERTCalifornia12 FIRMS · $3.9B COSTA MESACalifornia12 FIRMS · $4B ORINDACalifornia11 FIRMS · $21.9B VALENCIACalifornia11 FIRMS · $1.8B HERMOSA BEACHCalifornia11 FIRMS · $10.8B MOUNTAIN VIEWCalifornia11 FIRMS · $5.5B CARMELCalifornia11 FIRMS · $2.8B BURBANKCalifornia11 FIRMS · $1.7B ENCINITASCalifornia11 FIRMS · $2.4B SHERMAN OAKSCalifornia11 FIRMS · $1.8B PETALUMACalifornia10 FIRMS · $2.1B TEMECULACalifornia10 FIRMS · $746M GLENDALECalifornia10 FIRMS · $1.3B SANTA CLARACalifornia10 FIRMS · $327B REDLANDSCalifornia10 FIRMS · $2.3B CULVER CITYCalifornia10 FIRMS · $2B SOLANA BEACHCalifornia10 FIRMS · $6.4B ANAHEIMCalifornia10 FIRMS · $2B SIMI VALLEYCalifornia9 FIRMS · $4.3B BREACalifornia9 FIRMS · $1B CAMPBELLCalifornia9 FIRMS · $2.4B LAGUNA BEACHCalifornia9 FIRMS · $103B SAN JUAN CAPASTRANOCalifornia9 FIRMS · $1.1B MARINA DEL REYCalifornia9 FIRMS · $57.1B STOCKTONCalifornia9 FIRMS · $1.3B FOSTER CITYCalifornia9 FIRMS · $80.8B DEL MARCalifornia8 FIRMS · $3.2B MONTEREYCalifornia8 FIRMS · $961M CUPERTINOCalifornia8 FIRMS · $2.6B REDONDO BEACHCalifornia8 FIRMS · $4.5B SAN CLEMENTECalifornia8 FIRMS · $1.8B REDDINGCalifornia8 FIRMS · $795M NOVATOCalifornia8 FIRMS · $5.4B AUBURNCalifornia8 FIRMS · $556M WEST HOLLYWOODCalifornia7 FIRMS · $10.3B VENICECalifornia7 FIRMS · $2.3B ALAMEDACalifornia7 FIRMS · $2.5B VENTURACalifornia7 FIRMS · $524M GRANITE BAYCalifornia7 FIRMS · $1.7B ROLLING HILLS ESTATESCalifornia7 FIRMS · $237M RANCHO CUCAMONGACalifornia7 FIRMS · $153M RANCHO SANTA FECalifornia7 FIRMS · $2.1B MODESTOCalifornia7 FIRMS · $1.9B CORONACalifornia7 FIRMS · $1.4B ESCONDIDOCalifornia7 FIRMS · $845M LA MESACalifornia6 FIRMS · $661M MONROVIACalifornia6 FIRMS · $347M STUDIO CITYCalifornia6 FIRMS · $899M SONOMACalifornia6 FIRMS · $1.5B EMERYVILLECalifornia6 FIRMS · $2.2B CORTE MADERACalifornia6 FIRMS · $1.7B ARCADIACalifornia6 FIRMS · $149M CONCORDCalifornia6 FIRMS · $92.7B SEAL BEACHCalifornia6 FIRMS · $2.4B CHICOCalifornia6 FIRMS · $1.7B GREENBRAECalifornia5 FIRMS · $14.3B SARATOGACalifornia5 FIRMS · $2.9B CLAREMONTCalifornia5 FIRMS · $2.5B ROCKLINCalifornia5 FIRMS · $1.7B FULLERTONCalifornia5 FIRMS · $2.4B LAGUNA NIGUELCalifornia5 FIRMS · $991M LAKE FORESTCalifornia5 FIRMS · $714M ALAMOCalifornia5 FIRMS · $4.3B PLEASANT HILLCalifornia5 FIRMS · $675M TIBURONCalifornia5 FIRMS · $2B LODICalifornia5 FIRMS · $1.5B NAPACalifornia5 FIRMS · $1.3B CAMARILLOCalifornia5 FIRMS · $744M DIAMOND BARCalifornia4 FIRMS · $126M MOORPARKCalifornia4 FIRMS · $289M TURLOCKCalifornia4 FIRMS · $860M MURRIETACalifornia4 FIRMS · $128M GRASS VALLEYCalifornia4 FIRMS · $626M CORONADOCalifornia4 FIRMS · $927M DAVISCalifornia4 FIRMS · $482M CHINO HILLSCalifornia4 FIRMS · $14.2M CARDIFF BY THE SEACalifornia4 FIRMS · $182M ONTARIOCalifornia4 FIRMS · $1.9B RiversideCalifornia4 FIRMS · $500M SOUTH PASADENACalifornia4 FIRMS · $1.3B SANTA CRUZCalifornia4 FIRMS · $277M VISALIACalifornia4 FIRMS · $87.8M FREMONTCalifornia4 FIRMS · $1.3B FAIR OAKSCalifornia3 FIRMS · $275M EUREKACalifornia3 FIRMS · $1.1B DUBLINCalifornia3 FIRMS · $64.3M WESTMINSTERCalifornia3 FIRMS · $17M GOLD RIVERCalifornia3 FIRMS · $121M SEBASTOPOLCalifornia3 FIRMS · $2.3B CAMERON PARKCalifornia3 FIRMS · $55.9M HEALDSBURGCalifornia3 FIRMS · $252M ATASCADEROCalifornia3 FIRMS · $269M INDIAN WELLSCalifornia3 FIRMS · $1B SAN MARCOSCalifornia3 FIRMS · $22.1M LIVERMORECalifornia3 FIRMS · $615M LOS ALAMITOSCalifornia3 FIRMS · $634M MILPITASCalifornia3 FIRMS · $52.2M MORAGACalifornia3 FIRMS · $242M CERRITOSCalifornia3 FIRMS · $75.3M OCEANSIDECalifornia3 FIRMS · $30.9M CORONA DEL MARCalifornia3 FIRMS · $6.4B PORTOLA VALLEYCalifornia3 FIRMS · $6.4B COVINACalifornia3 FIRMS · $980M EL CERRITOCalifornia3 FIRMS · $177M SAN CARLOSCalifornia2 FIRMS · $1.4B LOOMISCalifornia2 FIRMS · $42M SAN GABRIELCalifornia2 FIRMS · $356M NEWARKCalifornia2 FIRMS · $46M SUNNYVALECalifornia2 FIRMS · $27M LOMPOCCalifornia2 FIRMS · $109M ALBANYCalifornia2 FIRMS · $164M CHINOCalifornia2 FIRMS · $144M Carmel by the SeaCalifornia2 FIRMS · $1.2B SANTA CLARITACalifornia2 FIRMS · $901M SANTA MARIACalifornia2 FIRMS · $343M OAKHURSTCalifornia2 FIRMS · $479M DANA POINTCalifornia2 FIRMS · $401M EL CAJONCalifornia2 FIRMS · $114M LADERA RANCHCalifornia2 FIRMS · $129M KENTFIELDCalifornia2 FIRMS · $368M GRAND TERRACECalifornia2 FIRMS OROVILLECalifornia2 FIRMS · $90.4M GOLETACalifornia2 FIRMS · $82M PALMDALECalifornia2 FIRMS · $3M GLENDORACalifornia2 FIRMS · $236M PALM SPRINGSCalifornia2 FIRMS BUENA PARKCalifornia2 FIRMS · $19.2M CLAYTONCalifornia2 FIRMS · $99.6M PALOS VERDES ESTATESCalifornia2 FIRMS · $567M FORT BRAGGCalifornia2 FIRMS · $270M CLOVISCalifornia2 FIRMS · $158M FOOTHILL RANCHCalifornia2 FIRMS · $69.2M FALLBROOKCalifornia2 FIRMS · $160M PLACENTIACalifornia2 FIRMS · $199M YORBA LINDACalifornia2 FIRMS · $118M UKIAHCalifornia2 FIRMS · $18.2M DOWNEYCalifornia2 FIRMS · $528M WindsorCalifornia2 FIRMS · $213M WILTONCalifornia2 FIRMS · $132M WHITTIERCalifornia2 FIRMS · $288M EAST PALO ALTOCalifornia2 FIRMS · $11.9B POWAYCalifornia2 FIRMS · $313M presidioCalifornia2 FIRMS · $2.1B FAIRFIELDCalifornia2 FIRMS · $958M UPLANDCalifornia2 FIRMS · $359M SAINT HELENACalifornia2 FIRMS · $718M MONTECITOCalifornia2 FIRMS · $129M MILLBRAECalifornia2 FIRMS · $327M MENIFEECalifornia2 FIRMS · $123M SAN ANSELMOCalifornia2 FIRMS · $376M ELK GROVECalifornia2 FIRMS · $217M MORGAN HILLCalifornia2 FIRMS · $200M YUCAIPACalifornia1 FIRM · $900K AlhambraCalifornia1 FIRM · $23.2M ALPINE MEADOWSCalifornia1 FIRM · $25.1M ANDERSONCalifornia1 FIRM · $66.2M APPLE VALLEYCalifornia1 FIRM · $39.5M APTOSCalifornia1 FIRM ARROYO GRANDECalifornia1 FIRM AZUSACalifornia1 FIRM · $13.6M BELLFLOWERCalifornia1 FIRM · $102M BELMONTCalifornia1 FIRM BENICIACalifornia1 FIRM · $95M BONITACalifornia1 FIRM BRENTWOODCalifornia1 FIRM · $80M CANOGA PARKCalifornia1 FIRM · $93M CANYON LAKECalifornia1 FIRM carmelbytheseaCalifornia1 FIRM · $90M CARPINTERIACalifornia1 FIRM CARSONCalifornia1 FIRM · $13.4M CASTRO VALLEYCalifornia1 FIRM CENTURY CITYCalifornia1 FIRM · $351M CERESCalifornia1 FIRM · $3M CITY OF INDUSTRYCalifornia1 FIRM CYPRESSCalifornia1 FIRM · $174M DALY CITYCalifornia1 FIRM · $54.8M FOUNTAIN VALLEYCalifornia1 FIRM GARDENACalifornia1 FIRM · $17.9M GARDEN GROVECalifornia1 FIRM · $12.6M GRANADA HILLSCalifornia1 FIRM · $28.2M HACIENDA HEIGHTSCalifornia1 FIRM HANFORDCalifornia1 FIRM · $13.6M HAWTHORNECalifornia1 FIRM · $28.3M HEMETCalifornia1 FIRM · $58.8M HOLLISTERCalifornia1 FIRM · $67.8M JACKSONCalifornia1 FIRM · $197M LA CRESCENTACalifornia1 FIRM LAKEPORTCalifornia1 FIRM LAKESIDECalifornia1 FIRM · $209M LAKEWOODCalifornia1 FIRM · $12.9M LANCASTERCalifornia1 FIRM LA PALMACalifornia1 FIRM · $66.8M LINCOLNCalifornia1 FIRM LOS BANOSCalifornia1 FIRM · $2.7M MALIBUCalifornia1 FIRM · $184M MONTROSECalifornia1 FIRM · $86M NEWBURY PARKCalifornia1 FIRM · $108M NEWPORT COASTCalifornia1 FIRM NORTHRIDGECalifornia1 FIRM · $121M NORWALKCalifornia1 FIRM · $3.5M OAKDALECalifornia1 FIRM · $82.9M PACIFIC GROVECalifornia1 FIRM PALO CEDROCalifornia1 FIRM · $6.2M PATTERSONCalifornia1 FIRM PISMO BEACHCalifornia1 FIRM · $6.4M PLACERVILLECalifornia1 FIRM · $172M PLAYA VISTACalifornia1 FIRM · $2.6B POINT RICHMONDCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K RANCHO CORDOVACalifornia1 FIRM · $15.8M RANCHO MIRAGECalifornia1 FIRM · $186M RANCHO SANTA MARGARITACalifornia1 FIRM · $52M RED BLUFFCalifornia1 FIRM · $5.5M REEDLEYCalifornia1 FIRM · $69.3M RIPONCalifornia1 FIRM · $545M ROHNERT PARKCalifornia1 FIRM · $6.1M ROSEMEADCalifornia1 FIRM · $1.1M ROWLAND HEIGHTSCalifornia1 FIRM SALINASCalifornia1 FIRM SAN BERNARDINOCalifornia1 FIRM · $179M SOLVANGCalifornia1 FIRM · $22.2M SoquelCalifornia1 FIRM · $39M STANTONCalifornia1 FIRM · $4.2M STEVENSON RANCHCalifornia1 FIRM · $4M TAHOE CITYCalifornia1 FIRM · $200M TARZANACalifornia1 FIRM · $13.8K TEMPLETONCalifornia1 FIRM · $1.1B TOPANGACalifornia1 FIRM TRACYCalifornia1 FIRM · $45.3M TruckeeCalifornia1 FIRM · $64.1M VALLEJOCalifornia1 FIRM · $35.3M VALLEY VILLAGECalifornia1 FIRM · $27.6M VAN NUYSCalifornia1 FIRM · $154M WEST COVINACalifornia1 FIRM · $6.6M WEST HILLSCalifornia1 FIRM · $441K AGOURA HILLSCalifornia1 FIRM · $5M

All RIAs in California

THE INVESTMENT HOUSE LLC

REDONDO BEACH, CA

AUM $2.2BTEAM 11REPS 9

JOEL R. MOGY INVESTMENT COUNSEL INC.

Beverly Hills, CA

AUM $2.2BTEAM 9REPS 5

CAI MANAGER LP

MILL VALLEY, CA

AUM $2.2BTEAM 17REPS 2

ANFIELD CAPITAL MANAGEMENT, LLC

IRVINE, CA

AUM $2.2BTEAM 10REPS 3

HMI Capital Management, L.P.

SAN FRANCISCO, CA

AUM $2.2BTEAM 16REPS 5

EVOLVE PRIVATE WEALTH, LLC

Los Angeles, CA

AUM $2.1BTEAM 17REPS 18

FINANCIAL MANAGEMENT NETWORK INC

MISSION VIEJO, CA

AUM $2.1BTEAM 50REPS 21

VAN HULZEN FINANCIAL ADVISORS

EL DORADO HILLS, CA

AUM $2.1BTEAM 21REPS 16

COASTEDGE PARTNERS, LLC

SAN DIEGO, CA

AUM $2.1BTEAM 16REPS 9

INTERMEDE GLOBAL PARTNERS INC

SAN FRANCISCO, CA

AUM $2.1BTEAM 4REPS 3

FERNBRIDGE CAPITAL MANAGEMENT LP

Los Angeles, CA

AUM $2.1BTEAM 11REPS 3

CARRICK CAPITAL PARTNERS

SAN FRANCISCO, CA

AUM $2.1BTEAM 17REPS 3

ZANBATO ADVISORS LLC

MOUNTAIN VIEW, CA

AUM $2.1BTEAM 11REPS 3

TRUE WIND CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA

AUM $2.1BTEAM 28REPS 4

APC ASSET DEVELOPMENT II, LP

NEWPORT BEACH, CA

AUM $2.1BTEAM 46REPS 4

SOFI WEALTH LLC

SAN FRANCISCO, CA

AUM $2BTEAM 114REPS 113

L SQUARED CAPITAL PARTNERS

NEWPORT BEACH, CA

AUM $2BTEAM 18REPS 6

BRISTOL GROUP INC

SAN FRANCISCO, CA

AUM $2BTEAM 13REPS 3

RESMARK EQUITY PARTNERS, LLC

Los Angeles, CA

AUM $2BTEAM 46REPS 9

FAIRVIEW CAPITAL

GREENBRAE, CA

AUM $2BTEAM 17REPS 5

NIPUN CAPITAL, L.P.

FOSTER CITY, CA

AUM $2BTEAM 18REPS 3

WESTERN TECHNOLOGY INVESTMENT (WTI)

PORTOLA VALLEY, CA

AUM $2BTEAM 35REPS 4

SPYGLASS CAPITAL MANAGEMENT, LLC

GREENBRAE, CA

AUM $2BTEAM 11REPS 4

LANE42

SANTA MONICA, CA

AUM $2BTEAM 26REPS 4

FINTRX platform

Need contacts and allocation intelligence for these firms?