| Redwood Park Advisors, LLC | Redwood City | $170.3M | — |
| Del Mar Wealth Management Inc | Del Mar | $169.9M | — |
| Embarcadero Financial Investment Advisory, LLC | San Francisco | $169.8M | — |
| Chartist Inc | Long Beach | $169.7M | — |
| Avise Financial Cooperative, Inc. | Los Angeles | $169.4M | — |
| Staines Financial, LLC | Roseville | $168.7M | 2 |
| Hanke & Apolonio Wealth Advisors LLC | San Francisco | $167.3M | — |
| Catalyst Wealth Advisors LLC | Newport Beach | $167.2M | — |
| Boyer Financial Services, Inc. | Newport Beach | $167M | — |
| Sas Financial Advisors, LLC. | San Francisco | $167M | — |
| Evolution Private Investment Collective LLC | Hermosa Beach | $166.5M | 9 |
| Olive Street Capital Partners LLC | Los Angeles | $165.3M | 1 |
| Paul & Co. Wealth Management, Inc. | Atascadero | $164.7M | — |
| Decamilla Capital Management LLC | Sacramento | $162.9M | — |
| Dedicated Capital Advisors, LLC | San Francisco | $162.5M | — |
| Ballast Point Financial Planning, LLC | Burlingame | $162.4M | — |
| Fell Capital Management | Newport Beach | $161.8M | — |
| Blom & Howell Financial Planning, Inc. | Modesto | $161.5M | — |
| Clearpath Capital Partners LLC | Menlo Park | $161.3M | 2 |
| Clairmont Capital Group, LLC | Los Angeles | $160.3M | 7 |
| Richey Advisors, Inc. | Placentia | $159.7M | — |
| Sonoma Private Wealth LLC | Novato | $158.5M | — |
| Zermatt Wealth Partners LLC | San Diego | $158.4M | — |
| Fc360 Wealth Management, Inc. | Roseville | $158.2M | — |
| Rg Financial, LLC | Carlsbad | $158.1M | — |
| M2 Financial LLC | Valencia | $158M | — |
| Crosspoint Financial, LLC | Tustin | $157.1M | — |
| Finec Asset Management LLC | San Diego | $157M | — |
| Natural Bridges Financial Advisors LLC | Santa Cruz | $155.8M | — |
| Walk-On Capital, LLC | Los Angeles | $155.1M | 2 |
| Merrithew & Thorsten, Inc. | San Diego | $155M | — |
| Impact Fiduciary LLC | Pasadena | $155M | — |
| Decision Investments, Inc. | San Diego | $154.9M | — |
| Lake Avenue Financial LLC | Pasadena | $154.7M | — |
| Newbury Capital Management, LLC | South Pasadena | $154.1M | — |
| McT Entertainment Advisors LLC | West Hollywood | $154M | 2 |
| Millennium Investment Services | Van Nuys | $153.9M | 2 |
| Alessandra Capital Management, LLC | Torrance | $153.5M | — |
| R.h. Dinel Investment Counsel,inc. | Los Angeles | $153.5M | — |
| Arta Finance Wealth Management, LLC | Mountain View | $153.4M | — |
| Clear Retirement Advice LLC | San Mateo | $153.4M | — |
| Tme Financial, Inc. | Huntington Beach | $153.1M | — |
| Garner Financial Management, Inc. | Lafayette | $152.6M | — |
| J K R & Company, Inc. | Van Nuys | $152.4M | — |
| Dimensions Wealth Management, LLC | Roseville | $152.1M | — |
| Chromecore, LLC | San Francisco | $152M | — |
| Redwood Coast Financial Partners | Eureka | $151.8M | — |
| Classic Financial & Insurance Services, Inc. | Westlake Village | $151.6M | — |
| Red Crane Wealth Management, LLC | Palo Alto | $151.6M | 1 |
| Redwood Grove Wealth Management LLC | San Rafael | $151.3M | — |