| Almitas Capital LLC | Santa Monica | $1.07B | 2 |
| Wedbush Fund Advisers, LLC | Pasadena | $1.07B | — |
| Caltius Capital Management, LP | Los Angeles | $1.06B | 17 |
| Schnieders Capital Management, LLC. | Pasadena | $1.06B | — |
| Brio Consultants, LLC | San Francisco | $1.06B | — |
| Preston Capital LLC | Aliso Viejo | $1.05B | 2 |
| Morling Financial Advisors, LLC | Fremont | $1.05B | — |
| Weaver Consulting Group, LLC | Huntington Beach | $1.05B | — |
| Manchester Financial Inc | Westlake Village | $1.05B | — |
| Three Bridge Wealth Advisors, LLC | Los Altos | $1.05B | — |
| Rpg Investment Advisory, LLC | Pleasanton | $1.04B | — |
| Violich Capital Management | Mill Valley | $1.04B | — |
| Newfront Retirement Services, Inc. | San Mateo | $1.04B | — |
| 3(38) Investment Fiduciaries Inc. | Simi Valley | $1.04B | — |
| Beryl Capital Management, LLC | Redondo Beach | $1.03B | 2 |
| Gould Asset Management LLC | Claremont | $1.03B | — |
| Banyan Tree Asset Management, LLC | Torrance | $1.03B | — |
| Centricus Investment Advisors (US) LLC | Beverly Hills | $1.02B | 2 |
| Jocelyn Investment Management, LLC | San Rafael | $1.01B | — |
| Verita Strategic Wealth Partners, LLC | San Francisco | $1.01B | — |
| Navigation Group LLC | Redwood Shores | $1.01B | — |
| Main Management Fund Advisors, LLC | San Francisco | $1.01B | — |
| Fermata Advisors, LLC | Sonoma | $1.01B | — |
| Mirador Capital Partners, LP | Pleasanton | $1.01B | — |
| Aire Advisors, LLC | Beverly Hills | $1.01B | — |
| Lateral Investment Management, LLC | Burlingame | $1B | 18 |
| Fivespan Partners, LP | San Francisco | $1B | 2 |
| Cohen Capital Management Inc | Corte Madera | $1B | — |
| Syntheticfi LLC | San Francisco | $992.9M | — |
| Concentrum Wealth Management, Inc. | San Jose | $986.8M | — |
| Encompass More Asset Management LLC | Danville | $984.9M | 2 |
| New Forests Inc. | San Francisco | $981.9M | 4 |
| Broadshore Capital Partners, LLC | Los Angeles | $981.6M | — |
| Village Global Management, L.L.C. | Covina | $978.7M | 7 |
| Balmoral Management II L.P. | Los Angeles | $974.4M | 5 |
| Tda, Inc. | San Mateo | $969.3M | 1 |
| Factorial Funds Management LLC | San Francisco | $967M | 25 |
| Bison Capital Asset Management, LLC | Santa Monica | $962.5M | 5 |
| Partners for Growth Managers, LLC | Tiburon | $962.2M | 7 |
| Cache Advisors LLC | San Francisco | $962.1M | 7 |
| Focus Investment Advisors, Inc | Solana Beach | $956.2M | — |
| Tarbox Family Office, Inc. | Newport Beach | $953.7M | — |
| Slow Capital, Inc. | Greenbrae | $953.3M | — |
| Brickley Wealth Management | San Mateo | $950.1M | — |
| Hutchinson Capital Management | San Rafael | $941.7M | — |
| Rudney Associates, Inc. | Alamo | $940.2M | — |
| Blankinship & Foster, LLC | Solana Beach | $939.5M | — |
| Strattam Capital Management, LLC | San Francisco | $938.7M | 17 |
| Crane Advisory LLC | Fullerton | $934.6M | — |
| Telescope Partners LLC | San Francisco | $934M | 13 |