| 3l Capital Management, LLC | Los Angeles | $932.3M | 10 |
| Strategy Asset Managers L.L.C. | Pasadena | $930.1M | 2 |
| Statheros Financial Solutions, Inc. | El Dorado Hills | $926.2M | — |
| Mraz, Amerine & Associates, Inc. | Modesto | $917.5M | — |
| Old West Investment Management, LLC | Los Angeles | $915.7M | 3 |
| Extract Advisors LLC | Calabasas | $914.4M | 4 |
| Beverly Hills Private Wealth, LLC | Beverly Hills | $912.2M | — |
| Guardian Financial Partners, LLC | Orange | $911.9M | — |
| Trimer Capital Management LP | San Francisco | $901.5M | 3 |
| First Turn Management, LLC | Solana Beach | $900.1M | 2 |
| Kairos Investment Management Company, LLC | Irvine | $897.2M | 12 |
| The Weil Company | San Diego | $896.2M | — |
| Stonebridge Financial Group, LLC | San Rafael | $896M | — |
| Vance Wealth, LLC | Santa Clarita | $893.6M | — |
| Oneprime Capital LLC | Palo Alto | $892.3M | 18 |
| Tran Capital Management, L.P. | San Rafael | $890.3M | — |
| J.p. King Advisors, Inc. | Walnut Creek | $889.7M | — |
| Westside Investment Management, LLC | Santa Monica | $888.8M | — |
| Remy Investors & Consultants, LLC | Los Angeles | $887.6M | 3 |
| Sage Rhino Capital LLC | Menlo Park | $883.7M | — |
| Intelligence Driven Advisers, LLC | Carlsbad | $881.9M | — |
| Broadside Wealth Technologies Inc. | San Francisco | $874.5M | — |
| Leisure Capital Management, Inc. | Costa Mesa | $874M | — |
| Integrity Growth Partners, L.P. | Los Angeles | $872.6M | 11 |
| Bridgewealth Advisory Group, LLC | Fresno | $868.9M | — |
| Highline Wealth Partners, LLC | Sherman Oaks | $867.9M | — |
| Charger Investment Partners LP | El Segundo | $865.3M | 9 |
| Keystone Wealth Services, LLC | Palm Desert | $860.7M | — |
| Virgo Investment Group LLC | Burlingame | $857.4M | 12 |
| Delta Investment Management, LLC | San Francisco | $856.7M | — |
| Blume Capital Management, Inc. | Berkeley | $856.6M | — |
| Gt Investment Partners, LP | Irvine | $853.5M | 4 |
| Hh Capital Management, Inc. | Hermosa Beach | $851.4M | — |
| Affinity Capital Advisors LLC | Berkeley | $851.3M | — |
| Channel Wealth, LLC | Santa Barbara | $850.9M | — |
| American Money Management, LLC | Rancho Santa Fe | $844M | — |
| First Light Retirement, LLC | Del Mar | $843.7M | — |
| Akkadian Ventures, Inc. | San Francisco | $841.2M | 18 |
| Torreyana Capital, LLC | La Jolla | $837.4M | 1 |
| Redwood Holdings, LLC | Santa Monica | $837M | — |
| Financial Sense Advisors, Inc. | San Diego | $835.6M | — |
| One Fin Capital Management LP | San Francisco | $830.6M | 1 |
| North Berkeley Wealth Management, LLC | Berkeley | $829.8M | — |
| Mason & Associates, Inc. | Los Angeles | $828.7M | — |
| Hack Vc Management, LLC | Palo Alto | $822.8M | 16 |
| Longtail Alpha, LLC | Newport Beach | $822.4M | 8 |
| Opes Wealth Management, LLC | Menlo Park | $822.3M | — |
| Flc Capital Advisors | Palm Desert | $822.2M | — |
| Albitz/Miloe and Associates, Inc. | Torrance | $820.6M | — |
| Pacific Capital Wealth Advisors, Inc. | Corona | $820.6M | — |