| Portfolio Advisors, Inc. | Fresno | $261.2M | — |
| Alamar Capital Management, LLC | Santa Barbara | $260.3M | — |
| Vistica Wealth Advisors, LLC | Carlsbad | $260.1M | — |
| Wovenearth Ventures, LLC | Palo Alto | $259.7M | 3 |
| Global Financial Advisory Services, Inc. | Valencia | $259.3M | — |
| Ishara Investments LP | Los Angeles | $259.1M | 1 |
| Pacific Capital Associates, Inc. | San Diego | $258.8M | — |
| Our Wealth Guides, Inc. | Westlake Village | $257.9M | — |
| Carbahal Olsen Financial Services Group LLC | Davis | $257.6M | — |
| Vienna Asset Management LLC | Saratoga | $256.5M | — |
| Delarme Wealth Management, Inc. | Palos Verdes Estates | $256.5M | — |
| Casilio Leitch Investments, LLC | Walnut Creek | $256M | — |
| Certis Capital Management, Inc. | Santa Barbara | $255.9M | — |
| Inceptiv Management, LP | Culver City | $255.5M | 3 |
| International Private Wealth Advisors LLC | San Diego | $255.3M | — |
| Pathwise Wealth Partners, LLC | Walnut Creek | $255M | — |
| Grant Private Wealth Management, Inc. | Pleasanton | $255M | — |
| Acap Asset Management, Inc. | Studio City | $255M | — |
| O'Brien Investment Management, LLC | Torrance | $254.3M | — |
| Madrone Investment Advisory, LLC | San Rafael | $254.3M | — |
| Toronado Partners LLC | San Francisco | $253.7M | 1 |
| Alpha Analytics Investment Group LLC | Los Angeles | $253.4M | — |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara | $253.2M | — |
| Sterling Retirement Group of Sacramento Inc. | Roseville | $253M | — |
| Winters Financial Group, Inc. | Westlake Village | $252.3M | — |
| Qca Capital Management Inc | Los Angeles | $252.2M | — |
| Fischer Investment Strategies, LLC | Westlake Village | $251.9M | — |
| Advanced Financial Strategies Inc | Irvine | $251.7M | — |
| Team Financial Group, LLC | Temecula | $251.1M | — |
| Hmm Group LLC | Indian Wells | $251M | — |
| Seek First Inc. | Campbell | $251M | — |
| Amara Financial, LLC | San Francisco | $250.5M | — |
| Fisher & Wiens Wealth Management, LLC | Danville | $250.3M | — |
| Maven Equity Partners, LLC | Larkspur | $250.3M | 9 |
| The Ehrlich Group LLC | Laguna Niguel | $250.1M | — |
| Altura Wealth Advisors Inc. | Santa Clara | $250.1M | — |
| Tidecrest Wealth Management, LLC | Newport Beach | $249.7M | — |
| Summit Wealth Management Group, Inc. | Camarillo | $249.5M | — |
| Calabasas Advisory Group, LLC | Westlake Village | $249.5M | — |
| Galliott Capital Advisors, LLC | Beverly Hills | $249M | 5 |
| Rosenwald Capital Management, Inc. | Redondo Beach | $248.1M | 2 |
| Propel Bio Management, LLC | Los Angeles | $247.5M | 4 |
| Anchor Bay Capital, Inc. | Carlsbad | $247.1M | — |
| Nexxus Holdings Advisors LLC | Santa Barbara | $246.2M | 3 |
| Sierra Pacific Private Wealth, LLC | Pleasanton | $245.9M | — |
| Insight Inv LLC | El Segundo | $245.7M | — |
| Lederer & Associates Investment Counsel | Long Beach | $244.3M | — |
| Ares Financial Consulting LLC | Calabasas | $243.9M | — |
| Jason a Prattes Financial Inc | Newport Beach | $243.6M | 5 |
| Zephyr Investment Management, Inc. | Westlake Village | $242.8M | — |