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 |
|---|---|---|
| TCW Investment Management | Los Angeles, CA | $38.82B |
| Wealthspire Retirement | Aliso Viejo, CA | $38.61B |
| Accel Management | Palo Alto, CA | $38.03B |
| Creative Planning Institutional Advisors | Newport Beach, CA | $37.50B |
| Dragoneer Investment Group | San Francisco, CA | $37.04B |
| Hotchkis and Wiley Capital Management | Los Angeles, CA | $36.93B |
| Woodline Partners | San Francisco, CA | $36.66B |
| Nea Management | Menlo Park, CA | $35.58B |
| Allworth Financial | Folsom, CA | $33.55B |
| Ares Commercial Real Estate Management | Los Angeles, CA | $32.48B |
| SVB Asset Management | San Francisco, CA | $32.32B |
| Syzygy Asset Management | Newport Beach, CA | $32.22B |
| First Pacific Advisors | El Segundo, CA | $32.00B |
| Fuller & Thaler Asset Management | San Mateo, CA | $30.25B |
| Beach Point Capital Management | Santa Monica, CA | $29.77B |
| Voleon Capital Management | Berkeley, CA | $29.38B |
| Aristotle Pacific Capital | Newport Beach, CA | $26.76B |
| H&H International Investment | Palo Alto, CA | $25.50B |
| Makena Capital Management | Menlo Park, CA | $24.28B |
| Akkr Fund II Management | Menlo Park, CA | $23.81B |
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $38.82B
- Headquarters
- Aliso Viejo, CA
- Regulatory AUM
- $38.61B
- Headquarters
- Palo Alto, CA
- Regulatory AUM
- $38.03B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $37.50B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $37.04B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $36.93B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $36.66B
- Headquarters
- Menlo Park, CA
- Regulatory AUM
- $35.58B
- Headquarters
- Folsom, CA
- Regulatory AUM
- $33.55B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $32.48B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $32.32B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $32.22B
- Headquarters
- El Segundo, CA
- Regulatory AUM
- $32.00B
- Headquarters
- San Mateo, CA
- Regulatory AUM
- $30.25B
- Headquarters
- Santa Monica, CA
- Regulatory AUM
- $29.77B
- Headquarters
- Berkeley, CA
- Regulatory AUM
- $29.38B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $26.76B
- Headquarters
- Palo Alto, CA
- Regulatory AUM
- $25.50B
- Headquarters
- Menlo Park, CA
- Regulatory AUM
- $24.28B
- Headquarters
- Menlo Park, CA
- Regulatory AUM
- $23.81B
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.