| Cooper Capital Advisors, LLC | Encinitas | $282.9M | — |
| Trilinc Advisors, LLC | Manhattan Beach | $282.8M | — |
| Hoertkorn Richard Charles | Kentfield | $282.5M | — |
| Carter Financial, LLC | La Jolla | $282.3M | — |
| Sandbridge Investment Management, LLC | Los Angeles | $281.6M | 6 |
| Miller Avenue Advisors LLC | Mill Valley | $281.2M | — |
| Ff Advisors, LLC | Manhattan Beach | $280.3M | — |
| Wwm Advisory Inc. | Culver City | $280.1M | — |
| Victus Captial Wealth, LLC | Santa Monica | $280.1M | — |
| Fathom Point Capital LLC | San Francisco | $280M | 2 |
| Conquis Financial LLC | Millbrae | $280M | — |
| Mosley Wealth Management, Inc. | Anaheim | $279.5M | — |
| American Discovery Investment Advisors, LLC | Los Angeles | $279.3M | 3 |
| Kurv Investment Management LLC | San Francisco | $279.2M | — |
| Superbloom Partners Management LLC | Venice | $278.7M | 1 |
| Verity Wealth Advisors, LLC | Sausalito | $278.5M | — |
| Friedlander, Brenda S | San Rafael | $278.1M | — |
| Foronjy Financial LLC | Santa Barbara | $278M | — |
| Auspicious Financial Planning, LLC | San Ramon | $278M | — |
| Simplifi, Inc. | San Diego | $276.1M | — |
| Corridor Capital, LLC | Los Angeles | $276M | 14 |
| Challenger Wealth Management | Aliso Viejo | $275.5M | — |
| Cmr Capital Management, LLC | Pasadena | $275.1M | 10 |
| Mission Hills Financial Advisory LLC | San Diego | $274.1M | — |
| Sentinel Rock Realty Trust Inc. | Modesto | $273.5M | 4 |
| Triangle Peak Partners, LP | Palo Alto | $271.9M | 3 |
| Round Hill Asset Management Inc | Pasadena | $271.3M | 1 |
| Healthpointcapital Management, LLC | San Diego | $271.3M | 3 |
| Palisades Investment Partners, LLC | El Segundo | $271M | — |
| Pan Global Advisers, LLC | Newport Beach | $270.5M | 1 |
| Leo H. Evart, Inc. | Redwood City | $269.9M | — |
| Wallace Advisory Group, LLC | Lafayette | $269.5M | — |
| Prosperity Wealth Planning LLC | Irvine | $269.2M | — |
| Stonebridge Capital Management Inc | Los Angeles | $268.7M | — |
| Cws Capital Partners LLC | Newport Beach | $268.4M | 28 |
| Karl Kapital LLC | San Francisco | $268.4M | 3 |
| Bpm Wealth Advisors, LLC | San Francisco | $268.3M | — |
| Retirementadvice | Jka | Anaheim | $267.3M | — |
| Prosser Creek Asset Management LLC | Corte Madera | $266.7M | 1 |
| Cerda Munoz Advisors, Inc | Whittier | $265.7M | — |
| Bernzott Capital Advisors | Camarillo | $265.4M | — |
| Fuller Investment Management Company | Pasadena | $264.5M | 1 |
| Cq Wealth Advisors, Inc. | San Diego | $263.3M | — |
| Harmony Point Wealth Advisors, Inc. | Irvine | $263.2M | — |
| Newport Wealth Advisors, Inc. | Newport Beach | $262.6M | — |
| Mount Tamalpais Asset Management, LLC | Larkspur | $262.5M | — |
| Pfc Capital Group Inc | Los Angeles | $262.5M | — |
| Bull Oak Capital, LLC | Rancho Santa Fe | $261.6M | — |
| Tiller Partners, LLC | Beverly Hills | $261.5M | — |
| Sage Stone Wealth Management LLC | La Jolla | $261.4M | — |