| Daiwa Capital Management Silicon Valley Inc. | Palo Alto | $376.4M | — |
| Marin Bay Wealth Advisors, LLC | San Anselmo | $375.6M | — |
| Torren Management, LLC | San Diego | $373.5M | — |
| Pacific Wealth Management, LLC | San Diego | $371.9M | — |
| Guggenheim Wealth Solutions, LLC | Santa Monica | $371.3M | — |
| Orion Capital Management LLC | Coronado | $370.9M | — |
| Atala Financial Inc | Calabasas | $370.7M | 3 |
| Catalyst Private Wealth, LLC | San Mateo | $370.4M | — |
| Wealthspring Partners, LLC | Long Beach | $370.2M | — |
| Willow Grove Advisors, LLC | Berkeley | $369.8M | — |
| Menlo Advisors LLC | Menlo Park | $369.7M | 1 |
| Yosemite Capital Management, LLC | Newport Beach | $369M | — |
| Oder Investment Management, LLC | Woodland Hills | $366.7M | — |
| Shira Ridge Wealth Management | San Rafael | $366.4M | — |
| Sharper & Granite LLC | El Segundo | $366.4M | — |
| Inflection Capital Management, LLC | San Francisco | $365.6M | — |
| Innovius Capital Management, LLC | San Francisco | $365.5M | 6 |
| Kondo Wealth Advisors, Inc | Pasadena | $365.1M | — |
| Fpc Investment Advisory, Inc. | Petaluma | $364.6M | — |
| Griffin Global Asset Management (advisor) LLC | Los Angeles | $363.5M | 2 |
| Leonid Capital Partners, LLC | Huntington Beach | $363M | 2 |
| Bayhunt Capital LLC | Mill Valley | $362.1M | — |
| Union Square Investment Co | San Francisco | $361.2M | 2 |
| Sierra Investment Management, LLC | Santa Monica | $360.9M | — |
| Goldman Lancaster, Inc. | Long Beach | $360.5M | — |
| Clearwave Capital, LLC | Upland | $359.2M | — |
| Flight Deck Capital, LP | San Francisco | $358.7M | 1 |
| Consolidated Capital Management, LLC | Burbank | $358.4M | — |
| Gkv Capital Management Co Inc | Walnut Creek | $357.2M | — |
| Griffin Black, LLC | Redwood City | $355.5M | — |
| Harrington Investments, Incorporated | Napa | $355.2M | — |
| Sepulveda Management LLC | Los Angeles | $355.1M | 3 |
| Clay Northam Wealth Management, LLC | Huntington Beach | $354.9M | — |
| Validus Growth Investors, LLC | Irvine | $352.9M | — |
| Grattan Financial Strategies, Inc. | San Gabriel | $352.8M | — |
| Cpc Equity Advisors, LP | El Segundo | $352.2M | 10 |
| Dean Roland Russell, LLC | San Diego | $351.2M | — |
| Sitrin Capital Management, LLC | Century City | $351.1M | — |
| Sonoma Allocations LLC | Santa Rosa | $350M | — |
| Superior Planning, LLC | San Diego | $349.6M | — |
| Carbon Collective Investing, LLC | Oakland | $348.4M | — |
| Right Side Capital Management, LLC | San Francisco | $346.7M | 10 |
| Citrine Capital, LLC | San Francisco | $346.7M | — |
| Gebhardt Group, Inc | Lafayette | $346.4M | — |
| Triatomic Management LP | Palo Alto | $346.3M | 8 |
| Guinness Atkinson Asset Management, Inc. | Pasadena | $344.4M | — |
| Pachira Investments, Inc. | Dana Point | $343.9M | — |
| Williams & Novak Wealth Management, LLC | Westlake Village | $342.8M | — |
| Second 50 Financial LLC | Manhattan Beach | $341.6M | — |
| Avila Re Capital, LLC | Corte Madera | $341.2M | 5 |