| Patient Square Capital, LP | Menlo Park | $17.51B | 30 |
| Penserra Capital Management LLC | Orinda | $17.5B | — |
| Evoke Wealth, LLC | Los Angeles | $17.29B | 23 |
| Stepstone Group Real Estate LP | La Jolla | $17.21B | 60 |
| Aristotle Investment Services, LLC | Newport Beach | $16.5B | — |
| Freestone Grove Partners LP | San Francisco | $16.48B | 2 |
| Divco West Real Estate Services, LLC | San Francisco | $16.3B | 31 |
| Farther Finance Advisors, LLC | San Francisco | $16.01B | — |
| Ci Global Investments Inc. | Oakland | $14.74B | — |
| Paamco Prisma, LLC | Newport Beach | $14.45B | 14 |
| Tsg Consumer Partners LP | Larkspur | $14.26B | 18 |
| Oaktree Fund Advisors, LLC | Los Angeles | $14.1B | — |
| Meritage Group LP | San Francisco | $14.09B | 9 |
| Mission Wealth Management, LP | Santa Barbara | $13.91B | — |
| Advisor Partners II, LLC | Walnut Creek | $13.91B | — |
| Pinegrove Venture Partners, LLC | Menlo Park | $13.72B | 68 |
| Stg Partners, LLC | Menlo Park | $13.43B | 25 |
| Acorns Advisers, LLC | Irvine | $13.39B | — |
| Pcp Managers, L.P. | San Francisco | $13.35B | 14 |
| Asia Alternatives Management LLC | San Francisco | $13.24B | 130 |
| Post Advisory Group, LLC | Los Angeles | $13.03B | 12 |
| Independent Financial Group, LLC | San Diego | $12.93B | — |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24B | 17 |
| Gusto Investment Services, LLC | San Francisco | $12.01B | — |
| Levine Leichtman Capital Partners, LLC | Beverly Hills | $11.88B | 54 |
| Paradigm Operations LP | San Francisco | $11.87B | 8 |
| Ftv Management Company LP | San Francisco | $11.86B | 18 |
| 137 Ventures Management LLC | San Francisco | $11.81B | 42 |
| Everett Harris & Co | Los Angeles | $11.53B | — |
| Vanguard Personalized Indexing Management | Oakland | $11.35B | — |
| Perigon Wealth Management, LLC | San Francisco | $11.29B | — |
| Valueact Capital Management, L.P. | San Francisco | $11.28B | 6 |
| Camden Asset Management L P | Los Angeles | $11.17B | 14 |
| Golden Gate Private Equity Inc. | San Francisco | $11.16B | 9 |
| Pure Financial Advisors, LLC | San Diego | $11.05B | — |
| Rpa Financial, LLC | San Rafael | $10.88B | — |
| Hggc, LLC | Palo Alto | $10.84B | 26 |
| Generation Investment Management US LLP | San Francisco | $10.54B | 3 |
| Scge Management, L.P. | Menlo Park | $10.4B | 2 |
| Shuster Advisory Group, LLC | Pasadena | $10.32B | — |
| Parallel Advisors, LLC | San Francisco | $10.31B | — |
| Algert Global LLC | San Francisco | $10.2B | 4 |
| Planmember Securities Corporation | Carpinteria | $10.12B | — |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11B | 7 |
| Msa Advisors, LLC | Santa Monica | $9.65B | 6 |
| Seven Post Investment Office LP | San Francisco | $9.61B | — |
| Fisher Lynch Capital, LLC | Burlingame | $9.52B | 12 |
| Composition Wealth, LLC | Los Angeles | $9.47B | — |
| Gryphon Advisors, LLC | San Francisco | $9.32B | 24 |
| Situational Awareness LP | San Francisco | $9.28B | 1 |