| Gavilan Investment Partners LLC | Burlingame | $514.7M | 1 |
| Dew Point Capital, Inc. | Los Angeles | $513.2M | — |
| Cypress Point Investment Management LP | Mill Valley | $512.4M | 2 |
| Robert L. Bender, Inc. Dba Robert Bender & Associates | Pasadena | $510.9M | — |
| Lavelle Capital LP | San Francisco | $508.2M | 5 |
| Ibn Asset Management, LLC | Thousand Oaks | $508.2M | — |
| Solace Capital Partners, L.P. | El Segundo | $508.1M | 1 |
| Financial Designs Corporation | Claremont | $507.9M | — |
| Ducere Wealth Management, LLC | Newport Beach | $503.8M | — |
| Weinberger Asset Management, Inc | Los Angeles | $503.6M | — |
| Prosperity Financial Group, Inc. | San Ramon | $503M | — |
| Preservation Equity Fund Advisors, LLC | Irvine | $502.9M | 4 |
| Boltwood Capital Management | Walnut Creek | $502.5M | — |
| Private Wealth Solutions, LLC | Calabasas | $500M | — |
| Greenstone Partners, LLC | Larkspur | $499.3M | 1 |
| Presidio Capital Management, LLC | San Diego | $498.9M | — |
| Akkadian Cef Manager, LLC | San Francisco | $496.3M | — |
| Structural Capital Management Company II, LP | Menlo Park | $495.8M | 7 |
| Infanger Investment Technology, LLC | Mountain View | $494.9M | — |
| Jdh Wealth Management, LLC | Santa Rosa | $494.9M | — |
| Chico Wealth RIA, Inc. | Chico | $492M | — |
| Atwater Capital, LLC | Los Angeles | $491.5M | 13 |
| One Degree Advisors, Inc. | San Diego | $489M | — |
| Westerly Capital Management LLC | San Francisco | $488.9M | 2 |
| Gordian Wealth Advisors, LLC | Mill Valley | $488.7M | — |
| Financial Avengers, Inc. | Oakland | $488.4M | — |
| Bell & Brown Wealth Advisors, LLC | Newport Beach | $486.8M | — |
| Rosenblum Silverman Sutton Sf Inc | San Francisco | $486.6M | — |
| Interlock Equity LP | Los Angeles | $486.4M | 3 |
| Nwk Group, Inc. | San Francisco | $485.3M | — |
| Van Strum & Towne Inc | San Francisco | $483M | — |
| Trellis Wealth Advisors, LLC | San Luis Obispo | $479.8M | — |
| Af Advisors, Inc. | Sacramento | $479.8M | — |
| Elmwood Wealth Management, Inc. | Berkeley | $477.9M | — |
| Barnes Wealth Management Group, Inc. | Bakersfield | $477.2M | — |
| Andra Capital LLC | San Francisco | $476.5M | 1 |
| Wimmer Associates I, LLC | Pasadena | $475.9M | — |
| Sds Real Estate Advisors | Los Angeles | $473.8M | 5 |
| Lighthouse Financial Services Inc | Brea | $472.5M | — |
| Sterling Group Wealth Management, LLC | Pasadena | $471.3M | — |
| Rinkey Investments | San Diego | $471.1M | — |
| Wealthvalues, LLC | Redwood City | $466.5M | — |
| Alpha Solutions Investment Advisors, LLC | South San Francisco | $466.3M | — |
| Clelland & Co Inc | San Diego | $465.7M | — |
| Arrowroot Capital Management, LLC | Marina del Rey | $465.5M | 9 |
| Vert Asset Management LLC | Sausalito | $464.4M | — |
| Mkt Advisors LLC | Carlsbad | $463.7M | — |
| Monarch Wealth Strategies | Santa Barbara | $463.5M | — |
| Tidemark, LLC | San Diego | $462.5M | — |
| Sam Advisors, LLC | Oakhurst | $462.3M | — |