| Atlas Legacy Advisors LLC | Los Angeles | $715M | — |
| Uscf Advisers LLC | Walnut Creek | $714.9M | — |
| Frontier Global Partners LLC | La Jolla | $713.1M | 2 |
| Arc Advisory LLC | San Francisco | $708.3M | — |
| Ridgecrest Wealth Partners, LLC | San Rafael | $705.1M | — |
| Propel Venture Partners Management Co., LLC | San Carlos | $703.6M | 7 |
| Ar Asset Management, Inc. | West Hollywood | $702.4M | 3 |
| Safeguard Investment Advisory Group, LLC | Corona | $702.3M | — |
| Ktf Investments, LLC | Seal Beach | $700.2M | — |
| Tidemark Management Company LP | Menlo Park | $699.6M | 4 |
| Tempus Wealth Planning, LLC | Irvine | $699.4M | — |
| Hamilton Wealth, LLC | Los Angeles | $697.8M | — |
| Palo Alto Investors LP | Palo Alto | $696M | 6 |
| Premier Wealth Advisors, LLC | San Diego | $694.9M | — |
| Cogenuity Partners, LLC | San Francisco | $693.8M | 4 |
| Bonnie Wusz & Associates, Inc. | Orange | $692.8M | — |
| Lazari Capital Management, Inc. | Burbank | $691.1M | 1 |
| Keenan Capital, LLC | Burlingame | $687.6M | 1 |
| Alliance Advisory & Securities, LLC | Westlake Village | $687.4M | — |
| Ma Private Wealth, LLC | San Carlos | $686M | — |
| Ser Capital Partners Management, LP | Redwood City | $685.8M | 13 |
| Phocas Financial Corporation | Alameda | $682.7M | — |
| Yiheng Capital Management, L.P. | San Francisco | $675.8M | 1 |
| Aphias Capital, L.P. | San Francisco | $675.8M | 2 |
| Integral Investment Advisors, Inc. | Turlock | $673.9M | — |
| Diversifi Capital Inc | Los Altos | $671.4M | 22 |
| Planned Solutions Financial & Insurance Services, Inc. | Folsom | $671M | — |
| Elevation Wealth Partners, LLC | Walnut Creek | $670.7M | — |
| Diligent Investors, LLC | Redlands | $663.1M | — |
| Cruden Bay Investment Management, LLC | Westlake Village | $663.1M | — |
| Three Arch Wealth Management LLC | Irvine | $662.4M | — |
| Westshore Wealth, LLC | Newport Beach | $662.4M | — |
| Betterwealth LLC | San Jose | $659.9M | — |
| Archer Capital Group Management, LLC | Los Angeles | $659.6M | 10 |
| Purus Wealth Management, LLC | Newport Beach | $658.1M | — |
| Spectrum Asset Management Inc | Newport Beach | $657.3M | — |
| M37 Management LP | Menlo Park | $656.4M | 4 |
| Warren Street Wealth Advisors, LLC | Irvine | $656.1M | — |
| Bmb Advisers LLC | Los Angeles | $655.8M | — |
| Rbo & Co, LLC | St. Helena | $654.8M | — |
| Arixa Management, LLC | Los Angeles | $647.9M | — |
| Peakview Management, LLC | Menlo Park | $646.4M | 10 |
| Dafna Capital Management, LLC | Los Angeles | $645.2M | 6 |
| Heritage Wealth Management, Inc. | San Diego | $643.4M | 8 |
| Libra Wealth LLC | Los Gatos | $639.8M | — |
| Tcfg Investment Advisors, LLC | Laguna Niguel | $639.4M | — |
| Karmel Capital Management LLC | Solana Beach | $636.1M | 9 |
| Merritt Point Partners LLC | Oakland | $636.1M | 2 |
| The Roxborough Group, LLC | San Francisco | $636M | 5 |
| Fire Capital Management, LLC | San Francisco | $635.5M | — |