Firms by state
RIA firms in California
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Find firms headquartered in California. Choose a city to get started.
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Cities in California
A–Z · Number of firms- Aliso Viejo1
- Berkeley1
- Beverly Hills2
- Carlsbad1
- Carpinteria1
- Concord1
- El Segundo1
- Folsom1
- Foster City1
- Irvine3
- La Jolla5
- Laguna Beach1
- Larkspur1
- Los Angeles28
- Los Gatos1
- Manhattan Beach1
- Marina Del Rey1
- Menlo Park15
- Newport Beach10
- Oakland2
- Orinda1
- Palo Alto5
- Pasadena3
- San Diego3
- San Francisco42
- San Mateo2
- San Rafael2
- Santa Barbara1
- Santa Clara1
- Santa Monica3
- Sausalito1
- Torrance1
- Walnut Creek1
- Westlake Village1
City locations are approximate. Counts reflect filed headquarters. 1 city is listed without a map marker.
Map source: U.S. CensusAll 145 firms
Ordered by regulatory assets under management, as reported on Form ADV.
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Genstar Capital Management | San Francisco, CA | $51.26B |
| Lightspeed Management | Menlo Park, CA | $50.01B |
| Crescent Capital Group | Los Angeles, CA | $49.71B |
| Cliffwater | Marina Del Rey, CA | $48.51B |
| Capital Group Private Client Services | Los Angeles, CA | $48.37B |
| Wealthfront Advisers | Palo Alto, CA | $47.73B |
| Platinum Equity Advisors | Beverly Hills, CA | $47.72B |
| Francisco Partners Management | San Francisco, CA | $47.05B |
| Canterbury Consulting | Newport Beach, CA | $45.88B |
| Chandler Asset Management | San Diego, CA | $45.31B |
| EP Wealth Advisors | Torrance, CA | $45.15B |
| Aristotle Capital Management | Los Angeles, CA | $43.54B |
| Pacific Life Fund Advisors | Newport Beach, CA | $42.81B |
| Lido Advisors | Los Angeles, CA | $42.50B |
| Callan | San Francisco, CA | $41.94B |
| Stepstone Group Real Assets | La Jolla, CA | $41.48B |
| Parnassus Investments | San Francisco, CA | $41.09B |
| Brandes Investment Partners | La Jolla, CA | $40.65B |
| Los Angeles Capital Management | Los Angeles, CA | $40.58B |
| Kayne Anderson Rudnick Investment Management | Los Angeles, CA | $39.36B |
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $51.26B
- Headquarters
- Menlo Park, CA
- Regulatory AUM
- $50.01B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $49.71B
- Headquarters
- Marina Del Rey, CA
- Regulatory AUM
- $48.51B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $48.37B
- Headquarters
- Palo Alto, CA
- Regulatory AUM
- $47.73B
- Headquarters
- Beverly Hills, CA
- Regulatory AUM
- $47.72B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $47.05B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $45.88B
- Headquarters
- San Diego, CA
- Regulatory AUM
- $45.31B
- Headquarters
- Torrance, CA
- Regulatory AUM
- $45.15B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $43.54B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $42.81B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $42.50B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $41.94B
- Headquarters
- La Jolla, CA
- Regulatory AUM
- $41.48B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $41.09B
- Headquarters
- La Jolla, CA
- Regulatory AUM
- $40.65B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $40.58B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $39.36B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when its Form ADV Part 1A lists its headquarters in California. This page covers firms published in this directory. Branch offices and state registration jurisdictions do not determine inclusion; firms may serve clients in other states.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.