| Crystal Cove Asset Management, LLC | Newport Beach | $135.2M | — |
| Dreamers Management LLC | El Segundo | $135.2M | 1 |
| Colton Wealth Management | Arcadia | $135.1M | — |
| Bay Cliadakis & Associates, LLC | Chico | $135M | — |
| Clarion Advisors Inc. | Auburn | $134.4M | — |
| Cim Capital SA Management, LLC | Los Angeles | $134.2M | — |
| Murray Financial Services, Inc | Chico | $134M | — |
| Lewis Financial, LLC | San Luis Obispo | $134M | — |
| Garhwal, Chan & Williams Inc. | San Francisco | $133.6M | — |
| Stites Financial Consulting | Wilton | $132.3M | — |
| Schmitz Capital Partners, LLC | Mill Valley | $132M | — |
| Awr Investment Management, LLC | San Rafael | $131.6M | — |
| Warm Springs Advisors Inc. | Larkspur | $131.3M | — |
| Kerr Financial Planning Corporation | Fresno | $131M | — |
| Aria Wealth Management, Inc. | Saratoga | $130M | — |
| Vida Wealth Partners, Inc. | Santa Barbara | $129.6M | — |
| Rsc Asset Management Group, LLC | Studio City | $129.2M | 4 |
| Wolfgang Capital LLC | Temecula | $128.9M | — |
| Prospettiva Financial LLC | San Francisco | $128.7M | — |
| Banta Asset Management LP | Newport Beach | $128.7M | — |
| Ig Better Future Management, LLC | Menlo Park | $128.3M | 19 |
| Harbor Hills, Inc. | Montecito | $128M | — |
| Opus Private Wealth Group, LLC | Orange | $128M | — |
| We Financial Group LLC | San Francisco | $127.4M | — |
| Fairchild Financial Advisors, Inc. | Folsom | $127.3M | — |
| Wright Wealth Strategies, LLC | San Luis Obispo | $127.2M | — |
| Oxley, Harry Keir | San Francisco | $127M | — |
| Miller Financial Services, Inc. | San Juan Capistrano | $127M | — |
| Kingsford Capital Management, LLC | Point Richmond | $127M | 2 |
| Shepherd Street Advisors LLC | Larkspur | $126.2M | — |
| Thielen Capital Corporation | Ladera Ranch | $126M | — |
| Hyphen Wealth Management LLC | Lafayette | $125.6M | — |
| East Beach Asset Management, LLC | Los Angeles | $125M | — |
| Candide Group, LLC | Oakland | $123.6M | — |
| Zuckerman Capital Management, LLC | Los Angeles | $123.5M | — |
| Gallagher Wealth Management, Inc | Danville | $123.5M | — |
| Pacific Specialty Investment Group, LLC | Newport Beach | $123.2M | — |
| Davies Financial Advisors, Inc. | Murrieta | $123.1M | — |
| Bretton Capital Management LLC | San Francisco | $122.8M | — |
| Sunstone Advisors, LLC | Irvine | $122.8M | 8 |
| Enduring Wealth Advisors, LLC | Temecula | $122.8M | — |
| Contango Wealth Management LLC | Oakland | $122.8M | — |
| Every Securities LLC | Sacramento | $122.7M | — |
| Trillium Investments LLC | Emeryville | $122.6M | — |
| Bridgeview Capital Advisors, Inc. | El Dorado Hills | $122.2M | — |
| Cambrian Asset Management, Inc. | Mill Valley | $121.8M | 2 |
| Matrix Planning Inc | Santa Monica | $121.4M | 1 |
| Life Strategies, Inc. | Cardiff | $121.2M | — |
| Tweet Management Services, Inc. | La Mesa | $120.5M | — |
| Fullerton Advisors, LLC | Danville | $120.4M | — |