| Kaiyo Wealth LLC | San Diego | $240.1M | — |
| Marest Capital, LLC | Encino | $239.8M | — |
| Trivant Custom Portfolio Group LLC | San Diego | $239.4M | — |
| Sea Cliff Partners Management, LP | San Francisco | $239.4M | 1 |
| Swp Financial LLC | Encinitas | $239.4M | — |
| Heights LLC | Los Angeles | $239.2M | 3 |
| Orrell Capital Managment, Inc. | Livermore | $238.9M | 1 |
| Prossimo Advisors LLC | San Luis Obispo | $238.5M | — |
| Strategic Wealth Capital, LLC | San Francisco | $238.4M | — |
| Goldenstone Wealth Management, LLC | El Dorado Hills | $238.3M | — |
| Carlsbad Wealth Advisory Group, Inc. | Carlsbad | $237.6M | — |
| Montcalm Tcr LLC | San Francisco | $237.5M | 1 |
| Castle Wealth Planning LLC | Santa Barbara | $236.4M | — |
| Spectrum Planning & Advisory Services Inc. | San Diego | $235.7M | — |
| Hutchinson & Ziegler Financial Advisors, Inc. | San Rafael | $235.4M | — |
| Ampersand Capital Group, L.P. | Burlingame | $235.1M | 1 |
| Camelot Technology Advisors, Inc. | San Francisco | $234.9M | — |
| Hba Advisors, LLC | Pasadena | $234.3M | — |
| Primestor Investment Management, LLC | Culver City | $234.2M | 4 |
| Capital Management Advisor Group, LLC | Walnut Creek | $234.1M | — |
| Walker Financial Advisors, Inc. Dba California 457 Benefits | Mission Viejo | $233.3M | — |
| Aspirean Wealth, LLC | Mill Valley | $233.2M | — |
| We Alliance Wealth Advisors, Inc. | Roseville | $233.1M | — |
| Klein Pavlis & Peasley Financial, Inc. | Irvine | $232.7M | — |
| Foundry Financial LLC | Pasadena | $232.6M | — |
| Bingham Private Wealth, LLC | San Francisco | $232.4M | — |
| Sola Impact Group, LLC | Los Angeles | $232.1M | 1 |
| Conway Capital Management, Inc. | Burbank | $231.9M | — |
| Redwood Investment Group, Inc | Fort Bragg | $230.3M | — |
| Connective Capital Management, LLC | Palo Alto | $230.1M | 2 |
| Gideon Capital, LLC | Los Angeles | $229M | 17 |
| Hippocratic Financial Advisors LLC | Westlake Village | $229M | — |
| X Advisors, LLC | Santa Maria | $228.6M | — |
| Tenzing Global Management LLC | San Francisco | $228.1M | 1 |
| The Wealthgarden F.s. LLC | El Segundo | $227.6M | — |
| Echo45 Advisors LLC | Walnut Creek | $227.4M | — |
| Capital Cs Group, LLC | Irvine | $227.3M | — |
| D'Arcy Capital Management, LLC | San Diego | $225.6M | — |
| Daniel Investment Associates, LLC | Santa Barbara | $225.3M | — |
| Sun Group Wealth Partners LLC | Irvine | $224.5M | — |
| Aligne Wealth Preservation & Insurance Services, LLC. | Los Angeles | $224.4M | 1 |
| Mainstream Capital Management LLC | Los Angeles | $224M | — |
| Wealth Teams Alliance Inc. | Irvine | $223.9M | — |
| Noble Wealth Management, Inc. | Newport Beach | $223.4M | — |
| Branson Frank a Inc | Palo Alto | $223.2M | — |
| Tortuga Wealth Management, Inc. | Torrance | $222.9M | — |
| Carey Consulting Wealth Management, Inc. | San Ramon | $222.8M | — |
| Kmt Wealth Management, LLC | Hermosa Beach | $222.4M | — |
| MacLean Capital Advisors, LLC | Indian Wells | $222.1M | — |
| Ring Mountain Capital, LLC | Tiburon | $222.1M | — |