| Carmandalian Financial Group, LLC | Westlake Village | $150.8M | — |
| Legacy Capital Management, Limited Liability Company | Granite Bay | $149.8M | — |
| Sidoxia Capital Management, LLC | Newport Beach | $149M | 1 |
| Sandena, Inc. | San Diego | $148.8M | — |
| Tax Efficient Asset Management Solution, Inc. | Newport Beach | $148.3M | — |
| Broadwing Capital Advisors, Inc. | Larkspur | $148M | — |
| Total Wealth Solutions, Inc. | Los Altos | $148M | — |
| Global Wealth Strategies LLC | Palo Alto | $147M | — |
| Bwa, LLC | San Mateo | $146.9M | — |
| Stone Steps Financial, LLC | Encinitas | $146.6M | — |
| Westbound Equity Management, LLC | Palo Alto | $146.2M | 5 |
| Fmb Retirement Services | Westlake Village | $146.2M | — |
| Cornerstone Wealth Advisors, Inc. | Carlsbad | $145.6M | — |
| Wulff, Hansen & Co. | San Rafael | $144.8M | — |
| Scenic Management LLC | San Francisco | $144.6M | 6 |
| Haven Capital Group, Inc. | Westlake Village | $143.9M | — |
| Aqua Capital Advisors LLC | Los Angeles | $143.8M | — |
| Procore Advisors, LLC | Newport Beach | $143.7M | — |
| Fog City Advisors, LLC | Albany | $143.6M | — |
| Mayfield Advisors, Inc. | Palo Alto | $143.5M | — |
| Appian Way Financial LLC | Pasadena | $142.9M | — |
| Ultra Advisory Group LLC | Irvine | $142.6M | — |
| Rittmann Capital Management Co | Moraga | $142.4M | — |
| Rj Patterson Capital Investment Group Inc. | San Diego | $142.4M | — |
| Syndicated Capital, Inc. | Brea | $142M | — |
| Partnership Capital Growth Investors Management, LLC | Los Gatos | $141.5M | 4 |
| Bourke Wealth Management | Santa Barbara | $141.4M | — |
| St. Clair Financial LLC | Roseville | $141.3M | — |
| Derive Wealth LLC | Pasadena | $141.3M | — |
| Entrust Investment Services, Inc | Campbell | $141.1M | — |
| Mpwa, Inc. | Bakersfield | $140.8M | — |
| Sherman Asset Management, Inc. | Ventura | $140.8M | 1 |
| Bosman Wealth Management, LLC | Redlands | $140.1M | — |
| Claremont Financial Group,inc. | Claremont | $140M | — |
| Legacy Pcg, LLC | Newport | $139.8M | — |
| Sikorski Wealth Management, LLC | San Diego | $139.6M | — |
| Maya Advisors, Inc. | Palo Alto | $138.2M | — |
| Tano Capital, LLC | San Mateo | $138M | 1 |
| Stock Farm Partners LLC | Palo Alto | $137.7M | 3 |
| Apple & Associates | Grass Valley | $137.7M | — |
| Wallender, Timothy Joseph | Manhattan Beach | $137.3M | — |
| 21 West Wealth Management LLC | Tustin | $137.1M | — |
| Ascension Wealth Partners, LLC | Pleasant Hill | $136.9M | — |
| Cooke Wealth Management, LLC | Irvine | $136.9M | — |
| John W. Brooker & Co., Cpas, PC | Oakland | $136.4M | — |
| Wealthrise Financial Planning, LLC | Carlsbad | $136M | — |
| Barrier Capital Management, LLC | San Francisco | $136M | — |
| 15 Equity, LLC | Santa Barbara | $135.9M | — |
| Fairlight Advisors LLC | San Francisco | $135.7M | — |
| Light Capital LLC | Santa Monica | $135.3M | 1 |