Top RIA Firms in California (2026)
37 SEC-registered investment advisory firms headquartered in California — a combined $14T in assets under management, led by Capital Research and Management Company in Los Angeles. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Capital Research and Management Company
Los Angeles
AUM $3.8T · 22,833 accounts
Pacific Investment Management Company LLC
Newport Beach
AUM $3.7T · 2,835 accounts
Charles Schwab Investment Management, Inc
San Francisco
AUM $1.7T · 856,597 accounts
Franklin Advisers, Inc.
San Mateo
AUM $509.5B · 25,018 accounts
Dodge & Cox
San Francisco
AUM $466.6B · 740 accounts
Ares Management LLC
Los Angeles
AUM $458.8B · 715 accounts
Edelman Financial Engines
Santa Clara
AUM $326.3B · 1,517,156 accounts
Western Asset Management Company
Pasadena
AUM $185B · 31,897 accounts
Oaktree Capital Management, L.P.
Los Angeles
AUM $183.3B · 620 accounts
Global Retirement Partners LLC
San Rafael
AUM $169.6B · 33,988 accounts
Payden & Rygel
Los Angeles
AUM $158.2B · 895 accounts
Aperio Group, LLC
Sausalito
AUM $152.1B · 33,901 accounts
Wilshire
Santa Monica
AUM $149.1B · 650,319 accounts
Primecap Management Co
Pasadena
AUM $139.3B · 18 accounts
Capital Bank and Trust Company
Irvine
AUM $139.3B · 579 accounts
Silver Lake Technology Management, LLC
Menlo Park
AUM $117.8B · 38 accounts
Iconiq Capital, LLC
San Francisco
AUM $117.5B · 1,651 accounts
Hellman & Friedman LLC
San Francisco
AUM $110.4B · 45 accounts
Andreessen Horowitz
Menlo Park
AUM $106.5B · 119 accounts
Vista Equity Partners Management, LLC
San Francisco
AUM $106B · 128 accounts
Pathway Capital Management, LP
Irvine
AUM $97.8B · 121 accounts
Wcm Investment Management
Laguna Beach
AUM $96.8B · 6,728 accounts
Stepstone Group LP
La Jolla
AUM $95.6B · 363 accounts
Assetmark, Inc.
Concord
AUM $91.8B · 456,453 accounts
Pantheon
San Francisco
AUM $87.7B · 157 accounts
Leonard Green & Partners, L.P.
Los Angeles
AUM $85.6B · 117 accounts
Clearlake Capital Group, L.P.
Santa Monica
AUM $83.6B · 147 accounts
Sequoia Capital Operations, LLC
Menlo Park
AUM $82.2B · 60 accounts
Tcw Asset Management Company LLC
Los Angeles
AUM $81.2B · 218 accounts
Metropolitan West Asset Management LLC
Los Angeles
AUM $78.5B · 107 accounts
Alan Biller and Associates
Menlo Park
AUM $65.1B · 52 accounts
Causeway Capital Management LLC
Los Angeles
AUM $62.2B · 565 accounts
Sb Investment Advisers (US) Inc.
Menlo Park
AUM $60.9B · 1 accounts
Ieq Capital, LLC
Foster City
AUM $56.8B · 2,309 accounts
Beacon Pointe Advisors, LLC
Newport Beach
AUM $54.9B · 29,892 accounts
Farallon Capital Management, L.L.C.
San Francisco
AUM $52.1B · 67 accounts
Capital International, Inc.
Los Angeles
AUM $51.9B · 118 accounts
How many RIA firms are in this California directory?
This directory covers the 37 largest SEC-registered investment advisory firms headquartered in California, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in California?
By regulatory assets under management, the largest firm in this California directory is Capital Research and Management Company, headquartered in Los Angeles, with approximately $3.8T in AUM.
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