| Seaside Wealth Management, Inc. | Carlsbad | $459.3M | — |
| Lucas Group Financial Planners, Inc. | Sacramento | $456.5M | — |
| Provenance Management Co., LP | Beverly Hills | $454.1M | 8 |
| Confidence Wealth Management, Inc. | Los Angeles | $454.1M | — |
| Audent Global Asset Management, LLC | West Hollywood | $452.3M | 13 |
| Rba Wealth Management, LLC | Newport Beach | $452.1M | — |
| Private Wealth Advisors, LLC | Fresno | $451.2M | 1 |
| Kinetic Investment Management, Inc. | Los Angeles | $450.9M | — |
| Nolan Management LLC | Hermosa Beach | $450.4M | 3 |
| Stephenson and Company, Inc. | San Clemente | $447M | — |
| Roberts Wealth Advisors, LLC | Menlo Park | $446M | — |
| Spectrum Wealth Advisory Group, LLC | Granite Bay | $445.4M | — |
| O'Boyle Wealth Management, Inc. | Beverly Hills | $443.9M | — |
| Pavion Blue Capital, LLC | Newport Beach | $443.7M | — |
| Greykasell Wealth Strategies, Inc. | Danville | $443.2M | — |
| Spiegelman Wealth Management, Inc. | Walnut Creek | $443M | — |
| Lifesteps Financial, Inc. | Claremont | $442.7M | — |
| Figure Investment Advisors, LLC | San Francisco | $442.2M | 4 |
| AG Asset Advisory, LLC | Los Angeles | $440.5M | — |
| Osterweis Capital Management Inc | San Francisco | $439.4M | — |
| Groundforce Capital Management, LLC | Mill Valley | $439.2M | 4 |
| Blueprint Investing LLC | San Francisco | $436.3M | — |
| Westend Capital Management, LLC. | Sausalito | $436.2M | 1 |
| Carmel Capital Partners, LLC | San Diego | $434.3M | 3 |
| Sestante Wealth Management, LLC | Coronado | $433.9M | — |
| Bgv Vc Management LLC | Menlo Park | $433M | 12 |
| Regents Park Funds, LLC | Irvine | $433M | — |
| Faction Ventures, LLC | Palo Alto | $432.6M | 4 |
| Engaged Capital, LLC | Newport Beach | $432.3M | 6 |
| Tricord Advisors, Inc. | Riverside | $431.5M | — |
| Foreword Capital, LP | San Francisco | $431.5M | 1 |
| Arrowroot Family Office, LLC | Marina del Rey | $430.7M | 2 |
| Kerux, LLC | Granite Bay | $428M | — |
| Belay Investment Group, LLC | Sherman Oaks | $427.5M | 2 |
| O'Donnell Financial Services, LLC | San Rafael | $427.1M | — |
| TCW Asset Backed Finance Management Company LLC | Los Angeles | $425M | — |
| Syrios Wealth Management Group, Inc. | La Jolla | $424.6M | — |
| Castle Coast Wealth, LLC | La Jolla | $423.7M | — |
| Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo | $423M | — |
| McCarthy Asset Management, Inc. | Redwood Shores | $422.4M | — |
| Rubicon Advisors, GP | Redding | $420.7M | — |
| Front Row Advisors LLC | Tiburon | $420.4M | — |
| Potrero Capital Research, LLC | San Francisco | $419.6M | 3 |
| Seabird Financial Corporation | San Diego | $419.1M | — |
| Honte Advisors LLC | Berkeley | $417.7M | 1 |
| Flatrock Wealth Partners LLC | Newport Beach | $417.6M | — |
| Eagle Wealth Management Group Inc. | Valencia | $417.5M | — |
| Davidson Kahn Capital Management, LLC | Sherman Oaks | $415.5M | — |
| First Wilshire Securities Management, Inc. | Pasadena | $415.5M | 2 |
| Flywheel Private Wealth LLC | Los Altos | $415M | — |