| Premier Financial Group Inc | Eureka | $819.9M | — |
| Divisar Capital Management, LLC | San Francisco | $812.8M | 2 |
| Prosperitas Financial, LLC | Valencia | $812.5M | — |
| Integris Wealth Management, LLC | Monterey | $812M | — |
| Nelson Capital Management, LLC | Menlo Park | $810.8M | — |
| The Advisory Group of San Francisco, LLC | San Francisco | $809.9M | — |
| Roof Eidam Maycock Peralta LLC | San Francisco | $804.9M | — |
| Felicitas Global Partners, LLC | Pasadena | $804.4M | 12 |
| Solstein Capital, LLC | Menlo Park | $801.8M | 2 |
| Financial Focus LLC | Carlsbad | $800M | — |
| Relevant Wealth Advisors, LLC | Mill Valley | $799M | — |
| Friends & Family Capital Management, LLC | Menlo Park | $793.8M | 17 |
| Monarch Plan Advisors | Simi Valley | $792.6M | — |
| Calmwater Asset Management, LLC | El Segundo | $792.5M | 5 |
| The Wealth Collaborative, Inc. | Corona del Mar | $791.6M | — |
| Global Imc LLC | Solana Beach | $790M | 2 |
| Westhill Financial Advisors, Inc. | San Rafael | $789.4M | — |
| Bell Investment Advisors Inc | Orinda | $787.6M | — |
| Shorenstein Investment Advisers LLC | San Francisco | $787.5M | 3 |
| Encore Consumer Capital, LP | San Francisco | $786.2M | 5 |
| Coastlands Capital LP | San Francisco | $785M | 1 |
| Whelan Financial | Fresno | $781.8M | — |
| Creative Capital Management Investments LLC | San Diego | $780.4M | — |
| Legacy Partners, LLC | Los Angeles | $777.9M | 10 |
| Blue Zone Wealth Advisors, LLC | Los Angeles | $770M | 4 |
| Wilsey Asset Management Incorporated | San Diego | $768.5M | — |
| Acme, LLC | San Francisco | $767.5M | 19 |
| Jeppson Wealth Management, LLC | Manhattan Beach | $763.2M | — |
| Slwa, LLC | San Luis Obispo | $760M | — |
| Sweeney & Michel, LLC | Chico | $752.6M | — |
| Banyan Alpha Investment L.P. | South San Francisco | $751.9M | 1 |
| Spanos Barber Jesse & Co., LLC | Walnut Creek | $749.4M | 15 |
| Sfe Investment Counsel Inc. | Los Angeles | $748.4M | 2 |
| Crcm L.P. | San Francisco | $746.7M | 11 |
| Running Point Capital Advisors LLC | El Segundo | $745.6M | — |
| Curewell Capital Management, LLC | Los Angeles | $744.3M | 4 |
| Gradient Capital Advisors, LLC | San Diego | $742.2M | — |
| Mission Creek Capital Partners, Inc. | San Francisco | $741.6M | — |
| Generate Capital Advisors, Pb LLC | San Francisco | $737.2M | 4 |
| Clarity Wealth Advisors, LLC | San Jose | $732.9M | — |
| Skba Capital Management, LLC | San Francisco | $732M | — |
| Navalign, LLC | Encino | $731.9M | — |
| Traveka Wealth, LLC | Los Altos | $730.8M | — |
| Philadelphia Financial Management of San Francisco, LLC | San Francisco | $730M | 3 |
| Huber Capital Management LLC | El Segundo | $729.2M | — |
| The Cypress Funds LLC | Los Angeles | $723.2M | 1 |
| Bitwise Investment Manager, LLC | San Francisco | $721.8M | 1 |
| R. S. Crum, Inc. | Newport Beach | $720.7M | — |
| Robinhood Ventures de, LLC | Menlo Park | $717.4M | — |
| Medina Value Partners, LLC | Los Angeles | $717.2M | 2 |