| Pier 88 Investment Partners, LLC | San Francisco | $568M | 7 |
| Ddfg, Inc | Thousand Oaks | $567.8M | — |
| Frec Advisers LLC | San Francisco | $567.2M | — |
| Alteri Wealth LLC | Westlake Village | $566.1M | — |
| Jackson Square Capital, LLC | San Francisco | $564.3M | — |
| Tortuga Advisers LLC | Simi Valley | $563.5M | — |
| Towerpoint Wealth, LLC | Sacramento | $561.3M | — |
| Coral Tree Management, LP | Los Angeles | $560.1M | 4 |
| Aecom Capital Real Estate, LLC | Los Angeles | $559.5M | — |
| Ocean Path Advisors, LLC | Manhattan Beach | $559.5M | — |
| Impact Investment Adviser LLC | San Francisco | $558.5M | — |
| Life Line Wealth Management LLC | Beverly Hills | $557.6M | — |
| Trinity Capital Management, LLC | Santa Barbara | $556.8M | — |
| Sf Equity Partners Management, LLC | San Francisco | $556M | 7 |
| Ion Pacific, Inc. | Venice | $554.9M | 47 |
| Avalon Global Asset Management LLC | San Francisco | $553.8M | 2 |
| Asset Planning, Inc | Los Alamitos | $553.5M | — |
| Creekside Partners Financial Advisers LLC | Petaluma | $553.4M | — |
| Omega Financial Group, LLC | Santa Barbara | $552.4M | — |
| Dedora Capital, Inc. | Napa | $550.7M | — |
| Cable Car Capital, LP | San Francisco | $548.3M | 1 |
| Crux Wealth Advisors | Long Beach | $547.7M | — |
| Jet Wealth Advisors | La Jolla | $546.5M | — |
| Selby Wealth Management, LLC | Emeryville | $544.8M | — |
| Sierra Ocean, LLC | Ripon | $544.6M | — |
| Andrews, Lucia Wealth Management LLC | Danville | $543.5M | — |
| Ahoy Capital Management LLC | Palo Alto | $540.3M | 10 |
| Lawrence W. Kelly & Associates, Inc. | Pasadena | $540.1M | — |
| K Fund Capital Management, LLC | Los Angeles | $539.3M | 10 |
| Legacy Capital Group California, Inc. | Los Gatos | $535.7M | — |
| Triagen Wealth Management LLC | Calabasas | $535.2M | — |
| Passport Capital, LLC | San Francisco | $532.4M | 14 |
| Dst Wealth Management LLC | Indian Wells | $532.1M | — |
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo | $531.6M | — |
| Orin Green Financial, LLC | San Diego | $528.8M | — |
| Ariston Services Group, LLC | San Diego | $527M | 1 |
| Retirement Wellness Group LLC | Pasadena | $526.6M | — |
| Sst Benefits Consulting & Insurance Services, LLC | Aliso Viejo | $524.1M | — |
| Dlk Investment Management | Solana Beach | $524M | — |
| Verso Partners LP | San Francisco | $521.6M | 3 |
| Reflow Services, LLC | San Francisco | $521.4M | 1 |
| 3000 Management, Inc. | San Francisco | $520.9M | 5 |
| Grounded Capital, LLC | Mill Valley | $520M | 1 |
| Parkshore Wealth Management | Granite Bay | $517.9M | — |
| Seldon Capital LP | San Francisco | $517.8M | 1 |
| Nest Egg Etfs, LLC | Downey | $517.3M | — |
| Chelsea Counsel Company | Woodland Hills | $517M | — |
| Gifford Fong Associates | Lafayette | $517M | — |
| Prudent Investors Network, Inc. | Lake Forest | $515.8M | — |
| Prism Advisors, Inc. | Studio City | $515.1M | — |