| Riordan, Lewis & Haden, Inc | Los Angeles | $1.22B | 8 |
| De Groote Financial Group, LLC | Thousand Oaks | $1.22B | — |
| Wespac Advisors, LLC | Orinda | $1.21B | — |
| Angeles Equity Partners, LLC | Los Angeles | $1.2B | 10 |
| Ursa Fund Management LLC | Danville | $1.2B | 1 |
| Ccg Wealth Management, LLC | San Diego | $1.2B | — |
| Moment Partners, LLC | San Francisco | $1.19B | — |
| Hackman Capital Partners, LLC | Culver City | $1.19B | 13 |
| The Partners Wealth Management, LLC | Carmel by the Sea | $1.18B | — |
| Cheviot Value Management, LLC | Beverly Hills | $1.17B | — |
| Cota Capital Management, LLC | San Francisco | $1.17B | 17 |
| Manhattan West Asset Management, LLC | Los Angeles | $1.16B | 53 |
| L & S Advisors, Inc | Los Angeles | $1.16B | — |
| Acre Capital Advisors, LLC | Los Angeles | $1.16B | 3 |
| Affinity Investment Advisors, LLC | Newport Beach | $1.16B | — |
| Forest Road Asset Management LLC | Los Angeles | $1.16B | 8 |
| Jacobs & Company, LLC | San Francisco | $1.16B | — |
| Atlas Capital Advisors Inc. | San Francisco | $1.15B | — |
| Cityview Management Services, LLC | Los Angeles | $1.15B | 6 |
| Ignite Planners LLC | San Clemente | $1.14B | 2 |
| Sonen Capital LLC | San Francisco | $1.14B | 4 |
| Yosemite Management, LLC | San Francisco | $1.14B | 3 |
| Castle Creek Advisors IV LLC | San Diego | $1.14B | 9 |
| Symbiotic Capital Management Co. LLC | Los Angeles | $1.13B | 9 |
| Qvr LLC | San Francisco | $1.13B | 2 |
| Clg LLC | Long Beach | $1.12B | — |
| Vantage Wealth Management, LLC | San Mateo | $1.12B | — |
| Fiduciary Financial Group, LLC | San Rafael | $1.12B | — |
| Mar Vista Investment Partners, LLC | Los Angeles | $1.12B | — |
| Knightsbridge Asset Management LLC | Newport Beach | $1.12B | 1 |
| Crescent Cove Advisors, LP | San Francisco | $1.11B | 23 |
| Crescent Cap Nt Advisors, LLC | Los Angeles | $1.11B | — |
| Financial Advisors Network, Inc. | Tustin | $1.11B | — |
| Olive Technology Ventures Management, LLC | Palo Alto | $1.1B | 31 |
| Nexa Equity LLC | San Francisco | $1.1B | 10 |
| The Pacific Center for Financial Services | Danville | $1.1B | — |
| Towneley Capital Management, Inc. | Laguna Hills | $1.09B | — |
| Cs Capital Management Inc | El Segundo | $1.09B | — |
| Meson Quantitative Management LLC | San Francisco | $1.09B | 1 |
| Wescap Management Group, Inc. | Glendale | $1.09B | 1 |
| Riot Ventures Management, LLC | Venice | $1.09B | 28 |
| Cw Investment Advisers, LLC | Los Angeles | $1.08B | — |
| 5am Venture Management, LLC | San Francisco | $1.08B | 12 |
| Corvus Wealth Advisors LLC | Templeton | $1.08B | — |
| Cim Capital Ic Management, LLC | Los Angeles | $1.08B | — |
| Greenlake Asset Management LLC | South Pasadena | $1.08B | 1 |
| Fort Baker Capital Management LP | Larkspur | $1.07B | 1 |
| Spinnaker Investment Group, LLC | Newport Beach | $1.07B | — |
| Occidental Asset Management, LLC | Burlingame | $1.07B | — |
| Trinity Alps Capital Partners, LP | San Francisco | $1.07B | 9 |