| Serenus Wealth Advisors, LLC | Santa Monica | $1.47B | — |
| Community Investment Management LLC | San Francisco | $1.47B | 2 |
| American Mortgage Investment Partners Management, LLC | Seal Beach | $1.46B | 7 |
| Nicholas Investment Partners, L.P. | San Diego | $1.45B | 3 |
| Valley Wealth Strategies, LLC | Lodi | $1.45B | — |
| Slw Management Company LLC | San Francisco | $1.43B | — |
| Shorecliff Asset Management Company LLC | Newport Beach | $1.41B | 3 |
| Thorofare, LLC | El Segundo | $1.4B | — |
| Silicon Valley Retirement Services, LLC | San Jose | $1.4B | — |
| Werba Rubin Papier Wealth Management, LLC | San Jose | $1.4B | — |
| Denali Advisors, LLC | San Diego | $1.39B | 1 |
| Cascade Financial Partners, LLC | San Diego | $1.38B | — |
| Enhanced Healthcare Management Company, LLC | Santa Monica | $1.38B | 13 |
| Neumeier Poma Investment Counsel LLC | Carmel | $1.37B | 1 |
| Brasa Capital Management, LP | Los Angeles | $1.37B | 5 |
| Seaside Equity Partners, LLC | San Diego | $1.37B | 9 |
| Kera Capital Partners, Inc. | San Jose | $1.36B | 6 |
| Cornerstone Capital, Inc. | Palo Alto | $1.36B | — |
| Gallant Capital Partners LLC | Los Angeles | $1.35B | 13 |
| Fin Venture Capital Management LLC | San Francisco | $1.35B | 21 |
| Strategy Capital LLC | Los Altos | $1.34B | 4 |
| Lodestar Private Asset Management LLC | Alamo | $1.34B | — |
| Permira Credit LLC | San Francisco | $1.34B | 3 |
| Cypress Wealth Services, LLC | Palm Desert | $1.34B | — |
| American Pacific Group, L.P. | Larkspur | $1.34B | 4 |
| Chatterton & Associates, the Wealth Management Team, Inc. | Anaheim | $1.33B | — |
| Ggp Management, L.P. | Santa Monica | $1.33B | 13 |
| Chequers Financial Management LLC | San Francisco | $1.31B | — |
| Triplepoint Advisers LLC | Menlo Park | $1.31B | 1 |
| Prudent Investor Advisors, LLC | Folsom | $1.3B | — |
| Silicon Valley Capital Partners, L.P. | San Jose | $1.29B | — |
| Framework Ventures Management LLC | San Francisco | $1.28B | 6 |
| Capital Advantage, Inc. | Walnut Creek | $1.28B | — |
| North Pier Fiduciary Management, LLC | Marina del Rey | $1.28B | — |
| Pfm Health Sciences, LP | San Francisco | $1.27B | 4 |
| Belveron Real Estate Partners, LLC | San Francisco | $1.27B | 39 |
| Metzler-Payden, LLC | Los Angeles | $1.26B | — |
| Invictus Growth Management, LLC | San Mateo | $1.26B | 17 |
| Legato Capital Management, LLC | San Francisco | $1.26B | — |
| Insignia Capital Group, L.P. | Walnut Creek | $1.25B | 6 |
| One Wealth Advisors, LLC | San Francisco | $1.25B | — |
| Oakhurst Advisors, LLC | Los Angeles | $1.25B | 15 |
| Sivia Capital Partners, LLC | Mill Valley | $1.24B | 1 |
| Corbel Management, LLC | Los Angeles | $1.24B | 17 |
| Arlington Financial Advisors, LLC | Santa Barbara | $1.24B | — |
| Kwb Wealth | Redlands | $1.23B | — |
| Architect Capital Corp. | San Francisco | $1.23B | 21 |
| Composition Capital LP | Los Angeles | $1.23B | — |
| Riordan, Lewis & Haden, Inc | Los Angeles | $1.22B | 8 |
| De Groote Financial Group, LLC | Thousand Oaks | $1.22B | — |