| 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 |
| Tiemann Investment Advisors, LLC | Menlo Park | $341.1M | — |
| Park, Miller, LLC | Walnut Creek | $339.8M | 1 |
| Eiger Wealth Management, LLC | San Diego | $338.7M | — |
| Variant Equity Advisors, LLC | Los Angeles | $338.4M | 2 |
| Mine & Arao Wealth Creation and Management, LLC | Campbell | $338.1M | — |
| Wrapmanager Inc | Mill Valley | $336.7M | — |
| Gotham Green Partners, LLC | Santa Monica | $334.8M | 13 |
| Abra Capital Management, LP | San Francisco | $334.7M | 2 |
| Oceaniq Capital, LLC | Palo Alto | $334.2M | 3 |
| Evermont Wealth, Inc. | Claremont | $333.9M | — |
| Checkpoint Capital L.P. | San Francisco | $333.8M | 1 |
| Congruence Capital, LLC | Los Angeles | $333.5M | 1 |
| Outwing, LLC | Santa Barbara | $332.8M | — |
| American Fundstars Financial Group LLC | Irvine | $332.7M | 3 |
| Fall Line Capital, LLC | San Mateo | $332.5M | 4 |
| Oliveira Wealth, LLC | Modesto | $332.4M | — |
| Delta Accumulation, LLC | Sausalito | $332.1M | 3 |
| Solano Wealth Investment Advisors, LLC | Fairfield | $331.9M | — |
| 5t Wealth, LLC | Napa | $331.4M | — |
| Charles Fish Investments, Inc. | Irvine | $331.3M | — |
| Yoder Wealth Management, Inc. | Walnut Creek | $331.2M | — |
| Copley Financial Group, Inc. | San Diego | $331.2M | — |
| Dustin Blodgett Insight Capital, LLC | Concord | $330.5M | — |
| Welton Investment Partners LLC | Carmel | $330M | 1 |
| Dependable Alternative Investments, LLC | Menlo Park | $329.6M | — |
| Paragon Financial Partners, Inc. | Woodland Hills | $329.6M | — |
| Nwm Advisors, LLC | San Luis Obispo | $329.1M | — |
| Torrey Growth & Income Advisors, LLC | Del Mar | $328.4M | — |
| Pointone Family Office, LLC | Manhattan Beach | $327.1M | — |
| Pacific Sun Financial Corp | Los Angeles | $323M | — |
| Gordonmd Global Investments LP | Beverly Hills | $322.3M | 4 |
| Shum Financial Group, Inc. | Alameda | $322M | — |
| Emerson Equity LLC | San Mateo | $321.7M | — |
| B.b. Graham & Company, Inc. | Orange | $321.7M | — |
| Hw Capital LLC | Santa Monica | $321M | — |
| Secura Financial, LLC | Orange | $319.9M | — |
| Alpha Wealth Management and Planning LLC | Novato | $319.6M | — |
| Arroyo Investment Group, LLC | Pasadena | $319.5M | — |
| Optivest, Inc. | San Juan Capistrano | $319.4M | — |
| Breen Wealth Management, LLC | Petaluma | $318.8M | — |
| Phillip B. White Co., Inc. | San Luis Obispo | $318.7M | — |
| Dkm Wealth Management, Inc. | Stockton | $316.8M | — |
| Wealth Analytics Partners, LLC | San Diego | $316M | — |
| 4d Advisors, LLC | Redondo Beach | $315.6M | 1 |
| Garrison Point Capital, LLC | San Francisco | $315.5M | — |
| Accelerate Investment Advisors LLC | Aliso Viejo | $315.4M | — |