| Central Valley Advisors, LLC | Sacramento | $633.7M | — |
| Fortem Financial Group, LLC | Palm Desert | $631.9M | — |
| Bolthouse Investments, LLC | Bakersfield | $631.2M | 2 |
| L.s.y., Inc | San Ramon | $630.7M | — |
| Neumann Capital Management, LLC | Foster City | $630.3M | — |
| Findec Wealth Services, Inc. | Stockton | $627.9M | — |
| Ariadne Wealth Management, LP | Santa Barbara | $627.3M | — |
| Epsilon Financial Group, Inc. | Fairfield | $626.1M | — |
| Portfolio Design Labs, LLC | Encino | $624.9M | — |
| L2 Point Management LLC | San Francisco | $622.5M | 6 |
| Avalan, LLC | Santa Barbara | $621.8M | 1 |
| Parallaxes Capital Management, LLC | Los Angeles | $620.8M | 10 |
| Tri-Ad Capital Management I, LLC | Escondido | $619M | — |
| Meritas Wealth Management, LLC | San Rafael | $618.9M | — |
| Sancus Capital Management LP | Los Angeles | $618.9M | 2 |
| Regis Metro Associates, Inc. | San Francisco | $617.8M | 2 |
| West Wealth Group, LLC | Irvine | $616.7M | — |
| Stolper & Company | San Diego | $615.7M | — |
| Fmb Wealth Management | Westlake Village | $615.7M | — |
| Meaningful Partners LLC | El Segundo | $615.2M | 7 |
| Financial Alternatives, Inc. | La Jolla | $614.8M | — |
| Wespac Advisors Socal, LLC | Pasadena | $609.8M | — |
| Woodward Diversified Capital, LLC | Bakersfield | $609.7M | 12 |
| Shah Wealth Advisors, LLC | Chino Hills | $606.2M | — |
| Caldwell Sutter Capital, Inc. | Sausalito | $605.7M | — |
| Agriglobe Land Advisors, LLC | Fresno | $602.2M | — |
| Praetorian Wealth Management, Inc. | Carmel | $598.7M | — |
| Measured Risk Portfolios, Inc. | San Diego | $597.2M | — |
| Garrison Point Advisors, LLC | Walnut Creek | $597.1M | — |
| Octahedron Capital Management, L.P. | Burlingame | $594.2M | 12 |
| Inclusive Capital Partners, L.P. | San Francisco | $591.1M | 4 |
| Section Partners Management, LLC | Palo Alto | $590M | 10 |
| Mig Capital, LLC | Newport Beach | $589.5M | 1 |
| Castle Rock Wealth Management, LLC | Walnut Creek | $587.1M | — |
| Cuadrilla Capital, LLC | Santa Barbara | $586.6M | 4 |
| Arx Management, LLC | El Segundo | $586.5M | — |
| Aimz Investment Advisors LLC | Los Altos | $584.8M | — |
| Rowling & Associates LLC | San Diego | $583M | — |
| Avalon Capital Management | Menlo Park | $582.2M | — |
| Stewart Wealth Management, Inc. | San Rafael | $581.5M | — |
| Boxer Capital Management, LLC | San Diego | $578.2M | 2 |
| Angeleno Group, LLC | Beverly Hills | $576.5M | 9 |
| Western Standard, LLC | Los Angeles | $574.9M | 2 |
| Curtis Advisory Group, LLC | Santa Barbara | $573.7M | — |
| G.w. Sherwold Associates, Inc. | Lake Forest | $572.4M | — |
| Linepoint Partners & Co., LLC | Los Angeles | $572.1M | 8 |
| Painted Porch Advisors LLC | Santa Barbara | $571.9M | 5 |
| Ttp Investments, Inc. | San Jose | $570.6M | — |
| Bay Hills Capital Management, LLC | San Francisco | $569.8M | 14 |
| Potentia RIA, LLC | San Jose | $569.1M | — |