RIAs in California

3,096 RIAs headquartered in California managing a combined $23.8T.

By city

San FranciscoCalifornia377 FIRMS · $8.4T Los AngelesCalifornia263 FIRMS · $6.4T San DiegoCalifornia149 FIRMS · $147B Newport BeachCalifornia131 FIRMS · $4T IrvineCalifornia88 FIRMS · $425B PasadenaCalifornia68 FIRMS · $364B Menlo ParkCalifornia62 FIRMS · $719B Santa MonicaCalifornia61 FIRMS · $338B Palo AltoCalifornia52 FIRMS · $190B Walnut CreekCalifornia52 FIRMS · $43.7B Santa BarbaraCalifornia45 FIRMS · $27.5B Westlake VillageCalifornia44 FIRMS · $40.2B San JoseCalifornia42 FIRMS · $13B San MateoCalifornia42 FIRMS · $580B El SegundoCalifornia41 FIRMS · $80.7B Beverly HillsCalifornia40 FIRMS · $94.2B CarlsbadCalifornia37 FIRMS · $37.9B SacramentoCalifornia33 FIRMS · $4.2B San RafaelCalifornia32 FIRMS · $194B La JollaCalifornia31 FIRMS · $232B OaklandCalifornia29 FIRMS · $37.3B RosevilleCalifornia26 FIRMS · $2.4B Mill ValleyCalifornia24 FIRMS · $21.4B 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 TorranceCalifornia19 FIRMS · $48.5B LarkspurCalifornia19 FIRMS · $39.1B Los GatosCalifornia18 FIRMS · $25.1B Thousand OaksCalifornia17 FIRMS · $3.7B DanvilleCalifornia17 FIRMS · $8.1B Los AltosCalifornia16 FIRMS · $5.7B OrangeCalifornia16 FIRMS · $2.6B LafayetteCalifornia15 FIRMS · $2.2B SausalitoCalifornia15 FIRMS · $157B Redwood CityCalifornia15 FIRMS · $13.1B PleasantonCalifornia15 FIRMS · $3.1B TustinCalifornia14 FIRMS · $1.9B FolsomCalifornia14 FIRMS · $36.1B 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 FresnoCalifornia13 FIRMS · $3.1B Aliso ViejoCalifornia12 FIRMS · $44.3B El Dorado HillsCalifornia12 FIRMS · $3.8B EncinitasCalifornia12 FIRMS · $2.5B Hermosa BeachCalifornia12 FIRMS · $10.9B BerkeleyCalifornia12 FIRMS · $33.8B Santa RosaCalifornia12 FIRMS · $1.9B ValenciaCalifornia12 FIRMS · $2.1B Palm DesertCalifornia11 FIRMS · $3.9B BurbankCalifornia11 FIRMS · $1.7B Solana BeachCalifornia11 FIRMS · $7.3B Sherman OaksCalifornia11 FIRMS · $1.8B CarmelCalifornia11 FIRMS · $2.8B BakersfieldCalifornia11 FIRMS · $2.4B Mountain ViewCalifornia11 FIRMS · $5.5B OrindaCalifornia11 FIRMS · $21.8B RedlandsCalifornia11 FIRMS · $2.3B PetalumaCalifornia10 FIRMS · $2.1B Costa MesaCalifornia10 FIRMS · $3.8B San ClementeCalifornia10 FIRMS · $1.8B Culver CityCalifornia10 FIRMS · $2.1B Santa ClaraCalifornia10 FIRMS · $327B CampbellCalifornia10 FIRMS · $2.4B AnaheimCalifornia10 FIRMS · $2B TemeculaCalifornia10 FIRMS · $757M GlendaleCalifornia10 FIRMS · $1.3B CupertinoCalifornia9 FIRMS · $2.6B Simi ValleyCalifornia9 FIRMS · $4.3B 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 ReddingCalifornia8 FIRMS · $795M Rancho Santa FeCalifornia8 FIRMS · $2.3B VeniceCalifornia8 FIRMS · $2.3B NovatoCalifornia8 FIRMS · $5.4B Redondo BeachCalifornia8 FIRMS · $4.7B Del MarCalifornia8 FIRMS · $3.2B MontereyCalifornia8 FIRMS · $961M AuburnCalifornia7 FIRMS · $469M Granite BayCalifornia7 FIRMS · $1.7B CoronaCalifornia7 FIRMS · $1.5B VenturaCalifornia7 FIRMS · $524M ModestoCalifornia7 FIRMS · $1.9B AlamedaCalifornia7 FIRMS · $2.5B Rancho CucamongaCalifornia7 FIRMS · $156M EscondidoCalifornia7 FIRMS · $845M CamarilloCalifornia7 FIRMS · $900M Seal BeachCalifornia7 FIRMS · $2.4B ArcadiaCalifornia6 FIRMS · $149M ConcordCalifornia6 FIRMS · $92.7B Rolling Hills EstatesCalifornia6 FIRMS · $242M La MesaCalifornia6 FIRMS · $661M MonroviaCalifornia6 FIRMS · $347M Studio CityCalifornia6 FIRMS · $899M West HollywoodCalifornia6 FIRMS · $10B Corte MaderaCalifornia6 FIRMS · $1.7B SonomaCalifornia6 FIRMS · $1.5B EmeryvilleCalifornia6 FIRMS · $2.2B FullertonCalifornia5 FIRMS · $2.4B 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 RocklinCalifornia5 FIRMS · $1.8B ChicoCalifornia5 FIRMS · $1.2B AlamoCalifornia5 FIRMS · $4.3B NapaCalifornia5 FIRMS · $1.3B ClaremontCalifornia5 FIRMS · $2.5B Diamond BarCalifornia4 FIRMS · $126M OntarioCalifornia4 FIRMS · $2B OceansideCalifornia4 FIRMS · $30.9M South PasadenaCalifornia4 FIRMS · $1.3B VisaliaCalifornia4 FIRMS · $87.8M Santa CruzCalifornia4 FIRMS · $277M DavisCalifornia4 FIRMS · $482M FremontCalifornia4 FIRMS · $1.3B TurlockCalifornia4 FIRMS · $860M Grass ValleyCalifornia4 FIRMS · $635M MoorparkCalifornia4 FIRMS · $289M CoronadoCalifornia4 FIRMS · $927M RiversideCalifornia4 FIRMS · $500M Chino HillsCalifornia4 FIRMS · $620M MurrietaCalifornia4 FIRMS · $140M Cardiff By The SeaCalifornia4 FIRMS · $182M AtascaderoCalifornia3 FIRMS · $269M Corona Del MarCalifornia3 FIRMS · $6.4B San MarcosCalifornia3 FIRMS · $27.1M DowneyCalifornia3 FIRMS · $528M LivermoreCalifornia3 FIRMS · $615M WestminsterCalifornia3 FIRMS · $17M MoragaCalifornia3 FIRMS · $242M Los AlamitosCalifornia3 FIRMS · $634M Gold RiverCalifornia3 FIRMS · $132M DublinCalifornia3 FIRMS · $64.3M Fair OaksCalifornia3 FIRMS · $275M East Palo AltoCalifornia3 FIRMS · $12.4B El CerritoCalifornia3 FIRMS · $177M EurekaCalifornia3 FIRMS · $1.1B Indian WellsCalifornia3 FIRMS · $1B CovinaCalifornia3 FIRMS · $980M HealdsburgCalifornia3 FIRMS · $293M 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 CerritosCalifornia2 FIRMS · $75.3M ChinoCalifornia2 FIRMS · $144M ClaytonCalifornia2 FIRMS · $99.6M ClovisCalifornia2 FIRMS · $158M Dana PointCalifornia2 FIRMS · $401M 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 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 NorwalkCalifornia1 FIRM · $3.5M 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 VallejoCalifornia1 FIRM · $35.3M PlacervilleCalifornia1 FIRM · $172M Playa VistaCalifornia1 FIRM · $2.6B Pismo BeachCalifornia1 FIRM · $6.4M PattersonCalifornia1 FIRM Point RichmondCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K Valley VillageCalifornia1 FIRM · $27.6M Van NuysCalifornia1 FIRM · $154M PresidioCalifornia1 FIRM · $238M 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

All RIAs in California

Canterbury Consulting Incorporated

Newport Beach, CA

AUM $45.9BTEAM 64REPS 24

Chandler Asset Management Inc

San Diego, CA

AUM $45.3BTEAM 54REPS 22

EP Wealth Advisors

Torrance, CA

AUM $45.1BTEAM 618REPS 343

Aristotle Capital Management, LLC

Los Angeles, CA

AUM $43.5BTEAM 170REPS 33

Pacific Life Fund Advisors LLC

Newport Beach, CA

AUM $42.8BTEAM 20REPS 3

Lido

Los Angeles, CA

AUM $42.5BTEAM 437REPS 323

Callan

San Francisco, CA

AUM $41.9BTEAM 202REPS 6

Stepstone Group Real Assets LP

La Jolla, CA

AUM $41.5BTEAM 94REPS 6

Parnassus Investments, LLC

San Francisco, CA

AUM $41.1BTEAM 87REPS 16

Brandes Investment Partners, LP

La Jolla, CA

AUM $40.6BTEAM 149REPS 33

Los Angeles Capital Management LLC

Los Angeles, CA

AUM $40.6BTEAM 103REPS 11

Kayne Anderson Rudnick Investment Management, LLC

Los Angeles, CA

AUM $39.4BTEAM 134REPS 43

TCW Investment Management Company LLC

Los Angeles, CA

AUM $38.8BTEAM 405REPS 46

Wealthspire Retirement Advisory

Aliso Viejo, CA

AUM $38.6BTEAM 244REPS 157

Accel Management Co L.L.C.

Palo Alto, CA

AUM $38BTEAM 91REPS 8

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

AUM $37.5BTEAM 195REPS 97

Dragoneer Investment Group, LLC

San Francisco, CA

AUM $37BTEAM 79REPS 5

Hotchkis and Wiley Capital Management, LLC

Los Angeles, CA

AUM $36.9BTEAM 64REPS 7

Woodline Partners LP

San Francisco, CA

AUM $36.7BTEAM 102REPS 5

New Enterprise Associates

Menlo Park, CA

AUM $35.6BTEAM 113REPS 7

Allworth Financial, L.P.

Folsom, CA

AUM $33.6BTEAM 493REPS 323

Ares Commercial Real Estate Management LLC

Los Angeles, CA

AUM $32.5BTEAM 412REPS 6

SVB Asset Management

San Francisco, CA

AUM $32.3BTEAM 24REPS 15

Research Affiliates

Newport Beach, CA

AUM $32.2BTEAM 31REPS 3

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