| Center Capital Partners LLC | Beverly Hills | $415M | 7 |
| Oak Asset Management, LLC | Westlake Village | $413.8M | — |
| Ted Buchan & Company, LLC | San Diego | $413.2M | — |
| Petix & Botte Company | La Mesa | $411.9M | — |
| Everest Private Wealth | Cupertino | $410.8M | — |
| Eso Management Services LLC | San Mateo | $410.6M | 5 |
| Lavelle Capital LP | San Francisco | $410.1M | 5 |
| Ogborne Capital Management, LLC. | San Francisco | $410M | 1 |
| Boyd Wealth Management, LLC | Sacramento | $409.8M | — |
| Navigoe, LLC | Redondo Beach | $407.8M | — |
| Womack Wealth Management, Inc. | Manhattan Beach | $406.9M | — |
| Orbis Investment Management (u.s.), L.P. | San Francisco | $405.4M | 1 |
| Goldberg Advisers, LLC | San Rafael | $402.6M | — |
| O'Neil Global Advisors, Inc. | Los Angeles | $401.9M | 2 |
| Silver Coast Investments LLC | San Diego | $401.6M | — |
| Essential Partners LLC | Rancho Santa Fe, | $401.1M | — |
| Ticino Wealth LLC | Mission Viejo | $400.2M | — |
| Revitate Fund Advisor LLC | Newport Beach | $398.6M | 7 |
| Alpha Solutions Investment Advisors, LLC | South San Francisco | $397.1M | — |
| Miramontes Capital, LLC | Newport Beach | $396.9M | — |
| New Insight Wealth Advisors | San Ramon | $396.9M | — |
| Wagner Loftin Investment Services LLC | Pleasant Hill | $396.4M | — |
| Knuff & Company LLC | Foster City | $393.9M | 1 |
| Acas, LLC | Rancho Santa Fe | $393.4M | — |
| Core Wealth Partners LLC | Santa Rosa | $393.2M | — |
| Carmel Capital Management L.L.C. | Carmel | $392M | — |
| Drc Investment Advisors, LLC | Santa Monica | $391M | — |
| Platt Wealth Management, LLC | San Diego | $390.6M | — |
| Shrier Wealth Management, LLC | Los Angeles | $390.6M | — |
| Harold Davidson & Associates Inc | Los Angeles | $390.5M | — |
| Clearlight Partners Management, LLC | Newport Beach | $390.3M | 2 |
| Hahn Capital Management, LLC | Walnut Creek | $390M | — |
| Pacific Point Advisors, LLC | San Diego | $389.6M | 2 |
| Avisen Advisors, LLC | Sacramento | $389M | — |
| Socotra Management, Inc. | Sacramento | $388.5M | 5 |
| Pathways Advisory Group, Inc. | Fresno | $388.5M | — |
| Brian D. Lowder, Inc. | San Diego | $388.1M | — |
| Orso Partners, LP | South San Francisco | $387.5M | — |
| Braeswood Carbon Management, LLC | San Francisco | $387.3M | 2 |
| Lewis Asset Management, LLC | Lafayette | $387.1M | — |
| Archvest Wealth Advisors, Inc. | Concord | $387M | 1 |
| Canter Strategic Wealth Management, LLC | La Jolla | $386.5M | — |
| Ostrofe Financial Consultants Inc | Grass Valley | $386.4M | — |
| Lasalle Debt Investors | Los Angeles | $384.7M | — |
| Ketron Financial LLC | Novato | $384M | — |
| Architect Equity Management, LLC | El Segundo | $383.9M | 4 |
| Sandeep Varma Wealth Strategies, LLC | San Diego | $383.6M | — |
| Sonoma Brands Partners II, LLC | Sonoma | $382M | 8 |
| Wolff Wiese Magana LLC | Carslbad | $381.8M | — |
| Triton Pacific Healthcare Partners, LLC | San Juan Capistrano | $379.6M | 4 |