| Torrey-Payne Wealth Management, LLC | Pasadena | $184.8M | — |
| Logic Wealth Management, LLC | Pasadena | $184.7M | — |
| Madrid Financial Services, Inc. | Manhattan Beach | $184.2M | — |
| Longevity Capital Management LLC | Thousand Oaks | $184.2M | — |
| Kittyhawk Ventures, LLC | Los Angeles | $184M | 27 |
| Tryperion Holdings LLC | Beverly Hills | $184M | 1 |
| Vincimus Capital, LLC | Malibu | $183.7M | — |
| Open Door Investment Management Ltd. | San Francisco | $183.4M | 2 |
| Altamont Wealth Management, Inc. | Livermore | $182.9M | — |
| Genter Advisors LLC | Los Angeles | $182.8M | — |
| Gsi Capital Advisors LLC | Newport Beach | $182.4M | — |
| Angeles Family Office, LLC | Santa Monica | $182M | — |
| Trilinc Global Advisors, LLC | Manhattan Beach | $181.7M | 2 |
| Square Nine Capital, LP | Los Angeles | $180.9M | 1 |
| Lewis Capital Management, LLC | Beverly Hills | $180.2M | — |
| Hall Capital, LLC | Pasadena | $180M | — |
| Kestrel Investment Management Corp | San Mateo | $180M | 1 |
| Leeds Capital Group, LLC | San Diego | $179.7M | — |
| Golden K Wealth Management, LLC | Woodland Hills | $179.4M | 1 |
| O'Connor Wealth Management, Inc. | Monrovia | $179.1M | — |
| Clearview Wealth Management, LLC | Irvine | $178.5M | — |
| Core Financial Advisors, LLC | San Bernardino | $178.5M | — |
| Legacy Wealth Advisors, LLC | San Jose | $178.3M | — |
| Gasber Financial Advisors, Inc | Folsom | $177.7M | — |
| M Wealth Management, LLC | San Diego | $177.6M | — |
| Torrey Wealth, LLC | San Diego | $176.7M | — |
| Prime Meridian Capital Management, LLC | Walnut Creek | $176.7M | 2 |
| Beyond Financial Services | Fremont | $176.7M | — |
| Ndwm LLC | La Jolla | $176.3M | — |
| Kelsey Financial, LLC | Moorpark | $176.2M | — |
| Cta Wealth Advisors, Inc. | Burbank | $175.2M | — |
| Power Asset Management LLC | Los Angeles | $175M | — |
| Wedgewood Asset Management, LLC | Redondo Beach | $174.5M | 2 |
| Port Street Investments, LLC | Newport Beach | $174.5M | — |
| Ivanoff Wealth Management Inc. | Cypress | $174M | — |
| Gilbert Greg RIA, LLC | Oakland | $174M | — |
| Anchor Point Financial LLC | Bakersfield | $173.6M | — |
| Ifc and Insurance Marketing, Inc. | Auburn | $173.5M | — |
| Individual Asset Management, Inc | San Mateo | $173.1M | — |
| Wealthguard Advisors, Inc. | Placerville | $172.4M | — |
| Prosperity Road, LLC | Santa Ana | $172.3M | — |
| Lwm Advisors Inc | El Dorado Hills | $172.2M | — |
| Clayton Partners LLC | Berkeley | $172M | 1 |
| Crawford, Gregory Jason | Modesto | $171.6M | — |
| Cavu Wealth Advisors, LLC | Walnut Creek | $171.6M | — |
| Entruity Wealth, LLC | Bakersfield | $171.3M | — |
| Rmr Capital Management LLC | Tustin | $170.8M | — |
| Marin Capital Management, LLC | Novato | $170.8M | — |
| Taylor Wealth Management, LLC | Torrance | $170.5M | — |
| Igw Advisory Investment Management LLC | Los Angeles | $170.5M | — |