| Kmt Wealth Management, LLC | Hermosa Beach | $222.4M | — |
| MacLean Capital Advisors, LLC | Indian Wells | $222.1M | — |
| Ring Mountain Capital, LLC | Tiburon | $222.1M | — |
| Optimize Financial Inc. | Irvine | $221.7M | — |
| Pacific Park Financial, Inc. | Laguna Hills | $221.6M | — |
| Lyle, Allan Glen | San Rafael | $221.2M | — |
| Dwr Wealth Management, LLC | San Jose | $221.2M | — |
| Triavera Capital LLC | Larkspur | $220.6M | 1 |
| Great Gable Advisors, LLC | Beverly Hills | $220.5M | — |
| Rhs Financial, LLC | San Francisco | $219.8M | — |
| Csc Upshot Ventures Management, LLC | Palo Alto | $218.5M | 1 |
| Allstreet Capital LLC | Los Angeles | $218M | — |
| Dobson Asset Management - Northern California | Petaluma | $217.8M | — |
| Aps Management Group, Inc. | Torrance | $217.4M | — |
| Strategic Retirement Advisors, LLC | Elk Grove | $216.9M | — |
| Hofer & Associates, Inc. | Thousand Oaks | $216.4M | — |
| Medici Capital LLC | Newport Beach | $215.8M | 2 |
| Marrick Wealth, LLC | Irvine | $215.6M | — |
| Dishmi Capital, LLC | Pasadena | $215.1M | — |
| Providence Financial and Insurance Services, Inc | Woodland Hills | $215M | — |
| Jcsd Capital, LLC | Walnut Creek | $214.6M | 3 |
| Ajax Health Management Company, LLC | Menlo Park | $214.5M | — |
| Argyle Capital Partners, LLC | Los Angeles | $213.6M | — |
| Sackett Wealth Advisors, Inc. | Brea | $212.3M | — |
| Coastwise Capital Group, LLC | La Jolla | $212.2M | — |
| Excolere Equity Partners, LLC | Los Angeles | $212.2M | 5 |
| Blue Summit Financial Group, Inc. | San Diego | $211.4M | — |
| Pinnacle Wealth Management, LLC | Roseville | $211.1M | — |
| Fairbanks Capital Management, Inc. | Rancho Santa Fe | $210.6M | — |
| Mark Gillam Enterprises | Fair Oaks | $210.3M | — |
| Sentinel Global LP | San Francisco | $210.3M | 1 |
| Alcosta Capital Management, Inc. | San Ramon | $210.2M | — |
| Cannon Beach Consultants Inc | San Ramon | $209.2M | — |
| Filigree Wealth Advisors, LLC | Irvine | $209.1M | — |
| Eli Circle Capital, LP | Los Angeles | $209M | — |
| Cavu Wealth Management Inc. | Lakeside | $208.8M | — |
| Madson Wealth Advisors Inc. | Santa Rosa | $208.7M | — |
| Voyager Management, LLC | Los Angeles | $208.6M | 4 |
| Gates Pass Advisors, LLC | Los Altos | $207.6M | — |
| Zermatt Wealth, LLC | San Diego | $206.9M | — |
| Hardworking Capital Advisors, LLC | Palm Desert | $206M | — |
| Brightpath Wealth Planning, LLC | Camarillo | $205.8M | — |
| The Putney Financial Group LLC | San Rafael | $205.4M | — |
| Blue Marble Investments, LLC | Santa Barbara | $205.1M | — |
| Rayliant Investment Research | Walnut | $203.5M | — |
| Hansen & Associates Financial Group Inc. | Roseville | $202.4M | — |
| Johnson Lyman, Inc. | Los Altos | $202.1M | — |
| Pacific Financial Strategies, Inc | Thousand Oaks | $201.2M | — |
| Authentic Ventures Investment Manager, LLC | Oakland | $201.2M | 14 |
| Waverley Wealth Management LLC | Mountain View | $201.2M | — |