RIAs in California

3,089 RIAs headquartered in California managing a combined $23T.

By city

SAN FRANCISCOCalifornia370 FIRMS · $8.3T Los AngelesCalifornia258 FIRMS · $5.8T SAN DIEGOCalifornia152 FIRMS · $148B NEWPORT BEACHCalifornia131 FIRMS · $4T IRVINECalifornia82 FIRMS · $309B PASADENACalifornia71 FIRMS · $364B MENLO PARKCalifornia62 FIRMS · $728B SANTA MONICACalifornia57 FIRMS · $336B PALO ALTOCalifornia56 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 SAN JOSECalifornia40 FIRMS · $13B CARLSBADCalifornia40 FIRMS · $38B Beverly HillsCalifornia38 FIRMS · $92.9B SACRAMENTOCalifornia33 FIRMS · $4.6B LA JOLLACalifornia32 FIRMS · $211B 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 OAKSCalifornia19 FIRMS · $4B LOS GATOSCalifornia18 FIRMS · $25.1B DANVILLECalifornia17 FIRMS · $8B LOS ALTOSCalifornia16 FIRMS · $5.7B ORANGECalifornia16 FIRMS · $2.6B FRESNOCalifornia16 FIRMS · $3.8B PLEASANTONCalifornia16 FIRMS · $3B REDWOOD CITYCalifornia15 FIRMS · $13.1B LAGUNA HILLSCalifornia15 FIRMS · $2B SAUSALITOCalifornia15 FIRMS · $157B LONG BEACHCalifornia14 FIRMS · $7.5B CALABASASCalifornia14 FIRMS · $6.6B HUNTINGTON BEACHCalifornia14 FIRMS · $2.3B LAFAYETTECalifornia14 FIRMS · $2.2B SANTA ANACalifornia14 FIRMS · $645M BERKELEYCalifornia13 FIRMS · $33.8B FOLSOMCalifornia13 FIRMS · $36.2B ENCINOCalifornia13 FIRMS · $2.1B SANTA ROSACalifornia13 FIRMS · $1.9B TUSTINCalifornia13 FIRMS · $1.9B EL DORADO HILLSCalifornia12 FIRMS · $3.8B BAKERSFIELDCalifornia12 FIRMS · $2.4B MISSION VIEJOCalifornia12 FIRMS · $3.2B PALM DESERTCalifornia12 FIRMS · $3.9B ALISO VIEJOCalifornia12 FIRMS · $44.3B ORINDACalifornia12 FIRMS · $40.2B COSTA MESACalifornia12 FIRMS · $4B MOUNTAIN VIEWCalifornia11 FIRMS · $5.5B VALENCIACalifornia11 FIRMS · $1.8B BURBANKCalifornia11 FIRMS · $1.7B SHERMAN OAKSCalifornia11 FIRMS · $1.8B CARMELCalifornia11 FIRMS · $2.8B ENCINITASCalifornia11 FIRMS · $2.4B HERMOSA BEACHCalifornia11 FIRMS · $10.8B REDLANDSCalifornia10 FIRMS · $2.3B PETALUMACalifornia10 FIRMS · $2.1B CULVER CITYCalifornia10 FIRMS · $2B TEMECULACalifornia10 FIRMS · $744M ANAHEIMCalifornia10 FIRMS · $2B GLENDALECalifornia10 FIRMS · $1.3B SANTA CLARACalifornia10 FIRMS · $327B BREACalifornia9 FIRMS · $1B CAMPBELLCalifornia9 FIRMS · $2.4B STOCKTONCalifornia9 FIRMS · $1.3B SAN JUAN CAPASTRANOCalifornia9 FIRMS · $1.1B LAGUNA BEACHCalifornia9 FIRMS · $103B FOSTER CITYCalifornia9 FIRMS · $80.8B MARINA DEL REYCalifornia9 FIRMS · $57.1B SOLANA BEACHCalifornia9 FIRMS · $6.4B SIMI VALLEYCalifornia9 FIRMS · $4.2B MONTEREYCalifornia8 FIRMS · $961M DEL MARCalifornia8 FIRMS · $3.2B REDONDO BEACHCalifornia8 FIRMS · $4.5B REDDINGCalifornia8 FIRMS · $795M NOVATOCalifornia8 FIRMS · $5.4B AUBURNCalifornia8 FIRMS · $556M CUPERTINOCalifornia8 FIRMS · $2.5B SAN CLEMENTECalifornia8 FIRMS · $1.8B RANCHO SANTA FECalifornia7 FIRMS · $2.1B WEST HOLLYWOODCalifornia7 FIRMS · $10.3B ALAMEDACalifornia7 FIRMS · $2.5B ESCONDIDOCalifornia7 FIRMS · $845M GRANITE BAYCalifornia7 FIRMS · $1.7B MODESTOCalifornia7 FIRMS · $1.9B VENICECalifornia7 FIRMS · $2.3B VENTURACalifornia7 FIRMS · $524M CORONACalifornia7 FIRMS · $1.4B RANCHO CUCAMONGACalifornia7 FIRMS · $153M ROLLING HILLS ESTATESCalifornia6 FIRMS · $237M CORTE MADERACalifornia6 FIRMS · $1.7B ARCADIACalifornia6 FIRMS · $149M CONCORDCalifornia6 FIRMS · $92.7B MONROVIACalifornia6 FIRMS · $347M SEAL BEACHCalifornia6 FIRMS · $2.4B STUDIO CITYCalifornia6 FIRMS · $899M EMERYVILLECalifornia6 FIRMS · $2.2B CHICOCalifornia6 FIRMS · $1.7B LA MESACalifornia6 FIRMS · $661M SONOMACalifornia6 FIRMS · $1.5B CAMARILLOCalifornia5 FIRMS · $744M LODICalifornia5 FIRMS · $1.5B PLEASANT HILLCalifornia5 FIRMS · $675M CLAREMONTCalifornia5 FIRMS · $2.5B ROCKLINCalifornia5 FIRMS · $1.7B NAPACalifornia5 FIRMS · $1.3B LAGUNA NIGUELCalifornia5 FIRMS · $991M ALAMOCalifornia5 FIRMS · $4.3B TIBURONCalifornia5 FIRMS · $2B SARATOGACalifornia5 FIRMS · $2.9B FULLERTONCalifornia5 FIRMS · $2.4B LAKE FORESTCalifornia5 FIRMS · $714M EL CERRITOCalifornia4 FIRMS · $221M CARDIFF BY THE SEACalifornia4 FIRMS · $182M CHINO HILLSCalifornia4 FIRMS · $14.2M CORONADOCalifornia4 FIRMS · $927M DAVISCalifornia4 FIRMS · $482M DIAMOND BARCalifornia4 FIRMS · $126M FREMONTCalifornia4 FIRMS · $1.3B GRASS VALLEYCalifornia4 FIRMS · $626M GREENBRAECalifornia4 FIRMS · $12.3B MOORPARKCalifornia4 FIRMS · $289M MURRIETACalifornia4 FIRMS · $128M ONTARIOCalifornia4 FIRMS · $1.6B RiversideCalifornia4 FIRMS · $500M SANTA CRUZCalifornia4 FIRMS · $277M SOUTH PASADENACalifornia4 FIRMS · $1.3B TURLOCKCalifornia4 FIRMS · $860M VISALIACalifornia4 FIRMS · $87.8M DUBLINCalifornia3 FIRMS · $64.3M WESTMINSTERCalifornia3 FIRMS · $17M EUREKACalifornia3 FIRMS · $1.1B ATASCADEROCalifornia3 FIRMS · $269M FAIR OAKSCalifornia3 FIRMS · $275M PORTOLA VALLEYCalifornia3 FIRMS · $6.4B GOLD RIVERCalifornia3 FIRMS · $121M OCEANSIDECalifornia3 FIRMS · $30.9M LOS ALAMITOSCalifornia3 FIRMS · $634M SEBASTOPOLCalifornia3 FIRMS · $2.3B MILPITASCalifornia3 FIRMS · $52.2M INDIAN WELLSCalifornia3 FIRMS · $1B CERRITOSCalifornia3 FIRMS · $75.3M SAN MARCOSCalifornia3 FIRMS · $22.1M CAMERON PARKCalifornia3 FIRMS · $55.9M HEALDSBURGCalifornia3 FIRMS · $252M CORONA DEL MARCalifornia3 FIRMS · $6.4B COVINACalifornia3 FIRMS · $980M MORAGACalifornia3 FIRMS · $242M LIVERMORECalifornia3 FIRMS · $615M ALBANYCalifornia2 FIRMS · $164M LADERA RANCHCalifornia2 FIRMS · $129M MENIFEECalifornia2 FIRMS · $123M KENTFIELDCalifornia2 FIRMS · $368M MILLBRAECalifornia2 FIRMS · $327M MONTECITOCalifornia2 FIRMS · $129M MORGAN HILLCalifornia2 FIRMS · $200M NEWARKCalifornia2 FIRMS · $46M GRAND TERRACECalifornia2 FIRMS OAKHURSTCalifornia2 FIRMS · $479M WHITTIERCalifornia2 FIRMS · $288M GOLETACalifornia2 FIRMS · $82M OROVILLECalifornia2 FIRMS · $90.4M PALMDALECalifornia2 FIRMS · $3M GLENDORACalifornia2 FIRMS · $236M PALM SPRINGSCalifornia2 FIRMS PALOS VERDES ESTATESCalifornia2 FIRMS · $567M PLACENTIACalifornia2 FIRMS · $199M FORT BRAGGCalifornia2 FIRMS · $270M FOOTHILL RANCHCalifornia2 FIRMS · $69.2M POWAYCalifornia2 FIRMS · $313M presidioCalifornia2 FIRMS · $2.1B FALLBROOKCalifornia2 FIRMS · $160M FAIRFIELDCalifornia2 FIRMS · $958M ELK GROVECalifornia2 FIRMS · $217M WILTONCalifornia2 FIRMS · $132M EL CAJONCalifornia2 FIRMS · $114M EAST PALO ALTOCalifornia2 FIRMS · $11.9B DOWNEYCalifornia2 FIRMS · $528M SAINT HELENACalifornia2 FIRMS · $718M SAN ANSELMOCalifornia2 FIRMS · $376M SAN CARLOSCalifornia2 FIRMS · $1.4B DANA POINTCalifornia2 FIRMS · $401M SAN GABRIELCalifornia2 FIRMS · $356M CLOVISCalifornia2 FIRMS · $158M CLAYTONCalifornia2 FIRMS · $99.6M CHINOCalifornia2 FIRMS · $136M SANTA CLARITACalifornia2 FIRMS · $899M WindsorCalifornia2 FIRMS · $213M SANTA MARIACalifornia2 FIRMS · $343M Carmel by the SeaCalifornia2 FIRMS · $1.2B BUENA PARKCalifornia2 FIRMS · $19.2M SUNNYVALECalifornia2 FIRMS · $27M YORBA LINDACalifornia2 FIRMS · $118M UKIAHCalifornia2 FIRMS · $18.2M UPLANDCalifornia2 FIRMS · $359M LOMPOCCalifornia2 FIRMS · $109M LOOMISCalifornia2 FIRMS · $42M TruckeeCalifornia1 FIRM · $64.1M AGOURA HILLSCalifornia1 FIRM · $5M REEDLEYCalifornia1 FIRM · $69.3M RIPONCalifornia1 FIRM · $545M LOS BANOSCalifornia1 FIRM · $2.7M MALIBUCalifornia1 FIRM · $184M ROHNERT PARKCalifornia1 FIRM · $6.1M LANCASTERCalifornia1 FIRM ROSEMEADCalifornia1 FIRM · $1.1M HAWTHORNECalifornia1 FIRM · $28.3M ROWLAND HEIGHTSCalifornia1 FIRM LAKEWOODCalifornia1 FIRM · $12.9M ARROYO GRANDECalifornia1 FIRM SALINASCalifornia1 FIRM VALLEJOCalifornia1 FIRM · $35.3M SAN BERNARDINOCalifornia1 FIRM · $179M VALLEY VILLAGECalifornia1 FIRM · $27.6M VAN NUYSCalifornia1 FIRM · $154M DALY CITYCalifornia1 FIRM · $54.8M CYPRESSCalifornia1 FIRM · $174M APTOSCalifornia1 FIRM AlhambraCalifornia1 FIRM · $23.2M MONTROSECalifornia1 FIRM · $86M APPLE VALLEYCalifornia1 FIRM · $39.5M HEMETCalifornia1 FIRM · $58.8M YUCAIPACalifornia1 FIRM · $900K CITY OF INDUSTRYCalifornia1 FIRM ANDERSONCalifornia1 FIRM · $66.2M HOLLISTERCalifornia1 FIRM · $67.8M CERESCalifornia1 FIRM · $3M CENTURY CITYCalifornia1 FIRM · $351M WEST COVINACalifornia1 FIRM · $6.6M WEST HILLSCalifornia1 FIRM · $441K ALPINE MEADOWSCalifornia1 FIRM · $25.1M CASTRO VALLEYCalifornia1 FIRM CARSONCalifornia1 FIRM · $13.4M CARPINTERIACalifornia1 FIRM LINCOLNCalifornia1 FIRM carmelbytheseaCalifornia1 FIRM · $90M JACKSONCalifornia1 FIRM · $197M CANYON LAKECalifornia1 FIRM CANOGA PARKCalifornia1 FIRM · $93M LA CRESCENTACalifornia1 FIRM SOLVANGCalifornia1 FIRM · $22.2M LAKEPORTCalifornia1 FIRM NORTHRIDGECalifornia1 FIRM · $121M NORWALKCalifornia1 FIRM · $3.5M SoquelCalifornia1 FIRM · $39M OAKDALECalifornia1 FIRM · $82.9M LAKESIDECalifornia1 FIRM · $209M GRANADA HILLSCalifornia1 FIRM · $28.2M NORCOCalifornia1 FIRM STANTONCalifornia1 FIRM · $4.2M STEVENSON RANCHCalifornia1 FIRM · $4M NEWPORT COASTCalifornia1 FIRM BRENTWOODCalifornia1 FIRM · $80M PACIFIC GROVECalifornia1 FIRM BONITACalifornia1 FIRM LA PALMACalifornia1 FIRM · $66.8M TAHOE CITYCalifornia1 FIRM · $200M GARDEN GROVECalifornia1 FIRM · $12.6M PALO CEDROCalifornia1 FIRM · $6.2M TARZANACalifornia1 FIRM · $13.8K GARDENACalifornia1 FIRM · $17.9M PATTERSONCalifornia1 FIRM FOUNTAIN VALLEYCalifornia1 FIRM PISMO BEACHCalifornia1 FIRM · $6.4M BENICIACalifornia1 FIRM · $95M PLACERVILLECalifornia1 FIRM · $172M PLAYA VISTACalifornia1 FIRM · $2.6B TEMPLETONCalifornia1 FIRM · $1.1B BELMONTCalifornia1 FIRM POINT RICHMONDCalifornia1 FIRM · $127M Portola HillsCalifornia1 FIRM · $132K HACIENDA HEIGHTSCalifornia1 FIRM BELLFLOWERCalifornia1 FIRM · $102M TOPANGACalifornia1 FIRM RANCHO CORDOVACalifornia1 FIRM · $15.8M AZUSACalifornia1 FIRM · $13.6M RANCHO MIRAGECalifornia1 FIRM · $186M NEWBURY PARKCalifornia1 FIRM · $108M RANCHO SANTA MARGARITACalifornia1 FIRM · $52M RED BLUFFCalifornia1 FIRM · $5.5M TRACYCalifornia1 FIRM · $45.3M HANFORDCalifornia1 FIRM · $13.6M

All RIAs in California

CHANDLER ASSET MANAGEMENT INC

SAN DIEGO, CA

AUM $45.3BTEAM 54REPS 24

EP WEALTH ADVISORS

TORRANCE, CA

AUM $45.1BTEAM 618REPS 329

ARISTOTLE CAPITAL MANAGEMENT, LLC

Los Angeles, CA

AUM $43.5BTEAM 170REPS 34

PACIFIC LIFE FUND ADVISORS LLC

NEWPORT BEACH, CA

AUM $42.8BTEAM 20REPS 3

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Los Angeles, CA

AUM $42.7BTEAM 189REPS 108

LIDO

Los Angeles, CA

AUM $42.5BTEAM 437REPS 313

CALLAN

SAN FRANCISCO, CA

AUM $41.9BTEAM 202REPS 6

PARNASSUS INVESTMENTS, LLC

SAN FRANCISCO, CA

AUM $41.1BTEAM 87REPS 16

BRANDES INVESTMENT PARTNERS, LP

LA JOLLA, CA

AUM $40.6BTEAM 149REPS 34

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 42

TCW INVESTMENT MANAGEMENT COMPANY LLC

Los Angeles, CA

AUM $38.8BTEAM 405REPS 49

WEALTHSPIRE RETIREMENT ADVISORY

ALISO VIEJO, CA

AUM $38.6BTEAM 244REPS 149

ACCEL MANAGEMENT CO. L.L.C

PALO ALTO, CA

AUM $38BTEAM 91REPS 8

SAGEVIEW ADVISORY GROUP, LLC

NEWPORT BEACH, CA

AUM $37.5BTEAM 195REPS 99

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 294

STEPSTONE GROUP REAL ASSETS LP

LA JOLLA, CA

AUM $33.1BTEAM 97REPS 6

ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC

Los Angeles, CA

AUM $32.5BTEAM 412REPS 6

SVB ASSET MANAGEMENT

SAN FRANCISCO, CA

AUM $32.3BTEAM 24REPS 14

FIRST PACIFIC ADVISORS, LP

EL SEGUNDO, CA

AUM $32BTEAM 73REPS 9

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