| Ninepointtwo Capital LLC | Los Angeles | $314.8M | 1 |
| Twin Lakes Capital Management, LLC | Redwood Shores | $314.7M | — |
| Vista Advisor Group, LLC | Walnut Creek | $314.6M | — |
| Define Financial, LLC | San Diego | $314.6M | — |
| Granite Capital Management, LLC | Oakland | $314.6M | — |
| Jpc Wealth Management, Inc. | Petaluma | $312.7M | — |
| Topel & Distasi Wealth Management, LLC | Berkeley | $312.1M | — |
| Malaga Cove Capital, LLC | Palos Verdes Estates | $310.9M | — |
| Guardian Investment Management, LLC | Tiburon | $310.3M | — |
| Kensington Investment Counsel, LLC | Long Beach | $310.2M | — |
| Mfa Wealth Services | Thousand Oaks | $310M | — |
| Nri Wealth Management, LLC | Santa Clara | $309.8M | — |
| Savant Partners, LLC | San Mateo | $309.5M | 11 |
| Prospect Capital Advisors, LLC | Sausalito | $309.4M | 2 |
| Symphony Technology Group, LLC | Menlo Park | $307.3M | 7 |
| Blue Sky Capital Consultants Group, Inc. | Poway | $306.3M | — |
| Retirement Capital Strategies, Inc. | San Jose | $305.2M | — |
| Kachkovsky & Fisher, Inc. | San Diego | $305.1M | — |
| Logica Capital Advisers, LLC | Los Angeles | $304.6M | 4 |
| Nautilus Advisors LLC | La Jolla | $304.3M | — |
| Thryve Wealth Management LLC | Santa Barbara | $304M | — |
| Signature Resources Capital Management, LLC | Newport Beach | $303.9M | — |
| Core Financial Partners Inc. | El Segundo | $301.7M | — |
| Westwood Wealth Management | Los Angeles | $300.4M | 1 |
| Silver Oak Wealth Advisors Services, LLC | Los Angeles | $300M | — |
| Panoramic Capital, LLC | Larkspur | $299.6M | 2 |
| Trend Trade Pro, LLC | Pasadena | $298.3M | — |
| Pring/Turner Capital Group, Inc. | Alamo | $296.9M | — |
| Krane Financial Solutions, LLC | Calabasas | $295M | — |
| Illumen Capital Management, LLC | Oakland | $294.9M | 6 |
| Plus Capital Management, L.L.C. | Venice | $294.2M | 15 |
| Sherwood Financial Partners, LLC | Westlake Village | $293.8M | — |
| Copperplate Capital LLC | Menlo Park | $293.7M | 3 |
| Private Portfolios, Inc. | San Mateo | $293.5M | — |
| Tate Wealth Management | Sacramento | $293.4M | — |
| McNaughton Wealth Management, LLC | San Diego | $291.6M | — |
| Accretive Wealth Management, LLC | San Ramon | $290.7M | — |
| The Litigation Fund Manager, LLC | Mill Valley | $289.7M | 6 |
| Kanani Advisory Group Inc. | Irvine | $288.2M | — |
| Liquid Capital Management LLC | Los Angeles | $287.6M | 3 |
| The Gores Group, LLC | Beverly Hills | $287.2M | 2 |
| Rice Financial Consulting, Inc. | Los Gatos | $287.2M | — |
| Kaizen Financial Strategies, LLC | Pleasanton | $287.1M | — |
| Vila, LLC | San Francisco | $286.5M | 2 |
| Fig Wealth, LLC | Lafayette | $286.5M | — |
| Integrity Wealth Advisors, Inc. | Ventura | $285.5M | — |
| Benningfield Financial Advisors, LLC | San Francisco | $284.3M | — |
| Hesen & Haslam, LLC | Woodland Hills | $283.7M | — |
| Silvia McColl Wealth Management, LLC | San Diego | $283.4M | — |
| Chris Bulman Inc. | Roseville | $283M | — |