| Dachtler Wealth Advisors, LLC | Folsom | $120.4M | — |
| Goldberg Financial Advisors, LLC | El Segundo | $120.3M | — |
| Mile Wealth Management LLC | Irvine | $120.1M | — |
| Sasser Investment Management, Inc. | Berkeley | $120.1M | — |
| Newport Asia LLC | San Francisco | $120.1M | 4 |
| Goldman Wealth Management & Associates, LLC | San Diego | $120M | — |
| Dca Family Office, LLC | Roseville | $119.9M | — |
| Triad Investment Management, LLC | Newport Beach | $119.5M | — |
| Stoic Point Capital Management LLC | Palo Alto | $119.5M | 2 |
| Enspire Wealth Management, LLC | Santa Rosa | $119.3M | — |
| Hudson Financial Services, Inc. | Auburn | $118.6M | — |
| Terrafirma Wealth Partners LLC | Walnut Creek | $118.5M | — |
| MCM Advisers, LP | Orinda | $118.4M | 7 |
| Ark Wealth Advisors, LLC | Yorba Linda | $118M | — |
| Ak Global Asset Management, LLC | Oakland | $117.8M | — |
| Beresh, Patrick Michael | Larkspur | $117.2M | — |
| Crosspoint Capital Strategies, LLC | Orinda | $117M | — |
| Investment Managers Group, LLC | Temecula | $116.8M | — |
| Nim Wealth Solutions Inc. | San Jose | $116.8M | — |
| Align Wealth Management, LLC | San Jose | $116.7M | — |
| Tidwell Wealth Management LLC | Rocklin | $116.7M | — |
| Luna Capital Management, LLC | Burlingame | $116.4M | — |
| Heckman Financial & Insurance Services, Inc. | San Jose | $116.4M | — |
| Ebert Capital Management Inc. | Eureka | $116.3M | — |
| Jaffe Asset Management LLC | Beverly Hills | $116.2M | — |
| Orchard City Wealth Management, LLC | Los Gatos | $116.1M | — |
| Paragon Asset Management Inc. | Orinda | $115.9M | — |
| Kb Financial Advisors LLC | San Francisco | $115.5M | — |
| Wealth Compass Financial, Inc. | Carlsbad | $115.4M | — |
| Pariax, LLC | Newport Beach | $115.4M | — |
| South Bay Financial Partners Group, Inc. | Torrance | $114.8M | — |
| Alpha One Asset Management LLC | Pasadena | $114.7M | 1 |
| Highbar Management, LLC | Menlo Park | $114.6M | 3 |
| Goodstein Wealth Management LLC | Encino | $114.2M | — |
| Bernard & Johnson, LLC | Pasadena | $113.1M | — |
| Coburn Barrett, LLC | San Francisco | $112.7M | 1 |
| Wealthfront Strategies LLC | Palo Alto | $111.6M | — |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | $110.8M | — |
| Poplar Point Capital Management LLC | Burlingame | $110.1M | 1 |
| Lockerman Financial Group, Inc | Newport Beach | $110.1M | — |
| Werlemann Securities LLC | Newport Beach | $110M | — |
| Hunt Wealth Management Group, Inc. | Concord | $110M | — |
| Veraz Advisors, LLC | San Ramon | $109.6M | — |
| Aii Capital Management, LLC | Moorpark | $108.6M | 1 |
| Finances for Real Life | Lompoc | $108.6M | — |
| Dove Investment Research and Management, Inc. | Irvine | $107.4M | — |
| North Bay Wealth Management | Petaluma | $107.3M | — |
| Muse Capital Management LLC | Santa Monica | $107M | 2 |
| Endure Capital, LLC | Lake Forest | $106.9M | — |
| Ella Financial Advising LLC | Oakland | $106.9M | — |