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Investment adviser firms in California · Page 18

Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.

1,874 firms · Source months shown: August 2026

TRIANGLE PEAK PARTNERS, LPCRD 147917 · PALO ALTO, CA
$271,922,487.00Regulatory AUM · August 2026
TRIATOMIC MANAGEMENT LPCRD 312408 · PALO ALTO, CA
$346,257,494.00Regulatory AUM · August 2026
TRIAVERA CAPITAL LLCCRD 329548 · LARKSPUR, CA
$220,576,656.00Regulatory AUM · August 2026
TRIBE CAPITAL MANAGEMENT, LLCCRD 304697 · SAN MATEO, CA
$3,439,823,691.00Regulatory AUM · August 2026
TRICORD ADVISORS, INC.CRD 155749 · RIVERSIDE, CA
$431,532,037.00Regulatory AUM · August 2026
TRIGUARD MANAGEMENT LLCCRD 159472 · NEWPORT BEACH, CA
$1,881,198,031.00Regulatory AUM · August 2026
TRILINC ADVISORS, LLCCRD 166194 · MANHATTAN BEACH, CA
$282,803,356.00Regulatory AUM · August 2026
TRILINC GLOBAL ADVISORS, LLCCRD 285161 · MANHATTAN BEACH, CA
$181,725,793.00Regulatory AUM · August 2026
TRILLIUM INVESTMENTS LLCCRD 300353 · EMERYVILLE, CA
$122,565,174.00Regulatory AUM · August 2026
TRILOGY CAPITAL, INC.CRD 281597 · IRVINE, CA
$3,210,026,097.00Regulatory AUM · August 2026
TRIMER CAPITAL MANAGEMENT LPCRD 319428 · SAN FRANCISCO, CA
$901,468,142.00Regulatory AUM · August 2026
TRINITY ALPS CAPITAL PARTNERS, LPCRD 287741 · SAN FRANCISCO, CA
$1,070,369,396.00Regulatory AUM · August 2026
TRINITY CAPITAL MANAGEMENT, LLCCRD 143097 · SANTA BARBARA, CA
$556,811,058.00Regulatory AUM · August 2026
TRIPACIFIC CAPITAL ADVISORS, LLCCRD 142121 · IRVINE, CA
$12,298,908.00Regulatory AUM · August 2026
TRIPLEPOINT ADVISERS LLCCRD 168948 · MENLO PARK, CA
$1,306,177,846.00Regulatory AUM · August 2026
TRITON PACIFIC HEALTHCARE PARTNERS, LLCCRD 329737 · SAN JUAN CAPISTRANO, CA
$379,622,227.00Regulatory AUM · August 2026
TRIVANT CUSTOM PORTFOLIO GROUP LLCCRD 129803 · SAN DIEGO, CA
$239,428,000.00Regulatory AUM · August 2026
TRUE LINK FINANCIAL ADVISORS, LLCCRD 281870 · SAN FRANCISCO, CA
$1,886,887,606.00Regulatory AUM · August 2026
TRUE WIND CAPITAL MANAGEMENT, L.P.CRD 281109 · SAN FRANCISCO, CA
$2,078,315,040.00Regulatory AUM · August 2026
TRUELINK CAPITAL MANAGEMENT, LLCCRD 323910 · LOS ANGELES, CA
$4,197,667,227.00Regulatory AUM · August 2026
TRYPERION HOLDINGS LLCCRD 329349 · BEVERLY HILLS, CA
$183,986,563.00Regulatory AUM · August 2026
TSG CONSUMER PARTNERS LPCRD 160826 · LARKSPUR, CA
$14,258,235,677.00Regulatory AUM · August 2026
TTP INVESTMENTS, INC.CRD 284082 · SAN JOSE, CA
$570,595,563.00Regulatory AUM · August 2026
TURN/RIVER MANAGEMENT, L.P.CRD 165897 · SAN FRANCISCO, CA
$6,592,633,843.00Regulatory AUM · August 2026
TVV ADVISERS, LLCCRD 322542 · PLEASANTON, CA
$31,297,806.00Regulatory AUM · August 2026
TWEET MANAGEMENT SERVICES, INC.CRD 156730 · LA MESA, CA
$120,500,000.00Regulatory AUM · August 2026
TWIN LAKES CAPITAL MANAGEMENT, LLCCRD 137522 · REDWOOD SHORES, CA
$314,676,938.00Regulatory AUM · August 2026
ULTRA ADVISORY GROUP LLCCRD 338775 · IRVINE, CA
$142,609,950.00Regulatory AUM · August 2026
UNION SQUARE INVESTMENT COCRD 111776 · SAN FRANCISCO, CA
$361,235,925.00Regulatory AUM · August 2026
UNISON INVESTMENT MANAGEMENT, LLCCRD 150893 · SAN FRANCISCO, CA
$1,614,162,010.00Regulatory AUM · August 2026
UNITY WEALTH PARTNERS LLCCRD 316222 · NEWPORT BEACH, CA
$7,104,518.00Regulatory AUM · August 2026
UPFRONT VENTURES MANAGEMENT, LLCCRD 175144 · LOS ANGELES, CA
$3,383,647,755.00Regulatory AUM · August 2026
URBAN INVESTMENT ADVISORS, INC.,CRD 222524 · MILL VALLEY, CA
$2,451,701,456.00Regulatory AUM · August 2026
URSA FUND MANAGEMENT LLCCRD 283363 · DANVILLE, CA
$1,198,312,942.00Regulatory AUM · August 2026
USCF ADVISERS LLCCRD 171962 · WALNUT CREEK, CA
$714,913,985.00Regulatory AUM · August 2026
VALEAS CAPITAL PARTNERS MANAGEMENT LPCRD 317369 · SAN FRANCISCO, CA
$2,425,813,497.00Regulatory AUM · August 2026
VALIANT CAPITAL MANAGEMENT, L.P.CRD 158071 · SAN FRANCISCO, CA
$3,827,816,303.00Regulatory AUM · August 2026
VALIDUS CAPITAL LLCCRD 319212 · EL SEGUNDO, CA
$2,536,848,425.00Regulatory AUM · August 2026
VALIDUS GROWTH INVESTORS, LLCCRD 166575 · IRVINE, CA
$352,898,702.00Regulatory AUM · August 2026
VALLEY WEALTH STRATEGIES, LLCCRD 289737 · LODI, CA
$1,447,751,335.00Regulatory AUM · August 2026
VALUE TREND CAPITAL MANAGEMENT LPCRD 108716 · EL CAJON, CA
$11,899,753.00Regulatory AUM · August 2026
VALUEACT CAPITAL MANAGEMENT, L.P.CRD 154249 · SAN FRANCISCO, CA
$11,281,197,574.00Regulatory AUM · August 2026
VAN HULZEN ASSET MANAGEMENT, LLCCRD 116632 · EL DORADO HILLS, CA
$2,143,345,481.00Regulatory AUM · August 2026
VAN STRUM & TOWNE INCCRD 106228 · SAN FRANCISCO, CA
$483,035,626.00Regulatory AUM · August 2026
VANCE STREET MANAGEMENT LLCCRD 155758 · LOS ANGELES, CA
$3,219,831,800.00Regulatory AUM · August 2026
VANCE WEALTH, LLCCRD 310162 · SANTA CLARITA, CA
$893,563,375.00Regulatory AUM · August 2026
VANGUARD PERSONALIZED INDEXING MANAGEMENTCRD 285366 · OAKLAND, CA
$11,354,697,118.00Regulatory AUM · August 2026
VANTAGE WEALTH MANAGEMENT, LLCCRD 152374 · SAN MATEO, CA
$1,123,017,456.00Regulatory AUM · August 2026
VARIANT EQUITY ADVISORS, LLCCRD 297046 · LOS ANGELES, CA
$338,364,467.00Regulatory AUM · August 2026
VARSITY MANAGEMENT COMPANY, LPCRD 285151 · LOS ANGELES, CA
$1,859,867,206.00Regulatory AUM · August 2026
VECTOR CAPITAL MANAGEMENT, L.P.CRD 171172 · SAN FRANCISCO, CA
$3,751,000,000.00Regulatory AUM · August 2026
VECTOR3 WEALTH MANAGEMENTCRD 343072 · SAN DIEGO, CA
Not availableRegulatory AUM · August 2026
VERAZ ADVISORS, LLCCRD 304619 · SAN RAMON, CA
$109,563,851.00Regulatory AUM · August 2026
VERCAP MANAGEMENT LLCCRD 333354 · LOS ANGELES, CA
$1,578,358,525.00Regulatory AUM · August 2026
VERIS WEALTH PARTNERS, LLCCRD 143588 · OAKLAND, CA
$2,856,890,935.00Regulatory AUM · August 2026
VERITA STRATEGIC WEALTH PARTNERS, LLCCRD 335215 · SAN FRANCISCO, CA
$1,012,849,398.00Regulatory AUM · August 2026
VERITY WEALTH ADVISORS, LLCCRD 126742 · SAUSALITO, CA
$278,532,127.00Regulatory AUM · August 2026
VERNAL POINT ADVISORS, LLCCRD 166587 · SAN FRANCISCO, CA
$3,938,000,000.00Regulatory AUM · August 2026
VERSO PARTNERS LPCRD 318319 · SAN FRANCISCO, CA
$521,595,383.00Regulatory AUM · August 2026
VERT ASSET MANAGEMENT LLCCRD 288445 · SAUSALITO, CA
$464,384,824.00Regulatory AUM · August 2026
VICTUS CAPTIAL WEALTH, LLCCRD 154899 · SANTA MONICA, CA
$280,066,182.00Regulatory AUM · August 2026
VIDA WEALTH PARTNERS, INC.CRD 140824 · SANTA BARBARA, CA
$129,627,841.00Regulatory AUM · August 2026
VIENNA ASSET MANAGEMENT LLCCRD 299725 · SARATOGA, CA
$256,525,661.00Regulatory AUM · August 2026
VILA, LLCCRD 307186 · SAN FRANCISCO, CA
$286,543,765.00Regulatory AUM · August 2026
VILLAGE GLOBAL MANAGEMENT, L.L.C.CRD 289258 · COVINA, CA
$978,652,936.00Regulatory AUM · August 2026
VINCIMUS CAPITAL, LLCCRD 321865 · MALIBU, CA
$183,679,557.00Regulatory AUM · August 2026
VIOLICH CAPITAL MANAGEMENTCRD 111410 · MILL VALLEY, CA
$1,039,042,028.00Regulatory AUM · August 2026
VIRGO INVESTMENT GROUP LLCCRD 157297 · BURLINGAME, CA
$857,406,499.00Regulatory AUM · August 2026
VISTA ADVISOR GROUP, LLCCRD 307268 · WALNUT CREEK, CA
$314,639,936.00Regulatory AUM · August 2026
VISTA EQUITY PARTNERS MANAGEMENT, LLCCRD 156973 · SAN FRANCISCO, CA
$106,022,254,910.00Regulatory AUM · August 2026
VISTA POINT ASSET MANAGEMENT LLCCRD 341810 · IRVINE, CA
Not availableRegulatory AUM · August 2026
VISTICA WEALTH ADVISORS, LLCCRD 147297 · CARLSBAD, CA
$260,142,729.00Regulatory AUM · August 2026
VIVO CAPITAL LLCCRD 159868 · PALO ALTO, CA
$6,095,582,206.00Regulatory AUM · August 2026
VMG PARTNERS II, LLCCRD 157720 · SAN FRANCISCO, CA
$3,171,264,048.00Regulatory AUM · August 2026
VOLEON CAPITAL MANAGEMENT LPCRD 147443 · BERKELEY, CA
$29,377,232,147.00Regulatory AUM · August 2026
VOLT EQUITY LLCCRD 310402 · SAN FRANCISCO, CA
$10,300,000.00Regulatory AUM · August 2026
VOYAGER MANAGEMENT, LLCCRD 135434 · LOS ANGELES, CA
$208,552,957.00Regulatory AUM · August 2026
WAGNER LOFTIN INVESTMENT SERVICES LLCCRD 109770 · PLEASANT HILL, CA
$396,429,887.00Regulatory AUM · August 2026
WALK-ON CAPITAL, LLCCRD 331407 · LOS ANGELES, CA
$155,050,000.00Regulatory AUM · August 2026
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITSCRD 106268 · MISSION VIEJO, CA
$233,284,348.00Regulatory AUM · August 2026
WALLACE ADVISORY GROUP, LLCCRD 281049 · LAFAYETTE, CA
$269,452,314.00Regulatory AUM · August 2026
WALLENDER, TIMOTHY JOSEPHCRD 138301 · MANHATTAN BEACH, CA
$137,315,774.00Regulatory AUM · August 2026
WARD & ASSOCIATESCRD 107878 · SAN DIEGO, CA
$187,200,000.00Regulatory AUM · August 2026
WARM SPRINGS ADVISORS INC.CRD 306501 · LARKSPUR, CA
$131,346,508.00Regulatory AUM · August 2026
WARREN STREET WEALTH ADVISORS, LLCCRD 173447 · IRVINE, CA
$656,098,135.00Regulatory AUM · August 2026
WAVE DIGITAL ASSETS LLCCRD 305726 · LOS ANGELES, CA
$91,862,975.00Regulatory AUM · August 2026
WAVERLEY WEALTH MANAGEMENT LLCCRD 156023 · MOUNTAIN VIEW, CA
$201,152,058.00Regulatory AUM · August 2026
WCM INVESTMENT MANAGEMENT, LLCCRD 104702 · LAGUNA BEACH, CA
$96,772,599,352.00Regulatory AUM · August 2026
WE ALLIANCE WEALTH ADVISORS, INC.CRD 175405 · ROSEVILLE, CA
$233,075,774.00Regulatory AUM · August 2026
WE FINANCIAL GROUP LLCCRD 298549 · SAN FRANCISCO, CA
$127,435,763.00Regulatory AUM · August 2026
WEALTH ANALYTICS PARTNERS, LLCCRD 140115 · SAN DIEGO, CA
$316,007,259.00Regulatory AUM · August 2026
WEALTH ARCHITECTS, LLCCRD 135373 · MOUNTAIN VIEW, CA
$2,415,227,160.00Regulatory AUM · August 2026
WEALTH COMPASS FINANCIAL, INC.CRD 290139 · CARLSBAD, CA
$115,401,312.00Regulatory AUM · August 2026
WEALTH SCRIPT ADVISORS LLCCRD 334760 · SAN FRANCISCO, CA
$121,388,307.00Regulatory AUM · August 2026
WEALTH TEAMS ALLIANCE INC.CRD 168907 · IRVINE, CA
$223,889,000.00Regulatory AUM · August 2026
WEALTHFRONT ADVISERS LLCCRD 148456 · PALO ALTO, CA
$47,727,850,795.00Regulatory AUM · August 2026
WEALTHFRONT STRATEGIES LLCCRD 289148 · PALO ALTO, CA
$111,555,225.00Regulatory AUM · August 2026
WEALTHGUARD ADVISORS, INC.CRD 297192 · PLACERVILLE, CA
$172,378,397.00Regulatory AUM · August 2026
WEALTHRISE FINANCIAL PLANNING, LLCCRD 283764 · CARLSBAD, CA
$136,033,057.00Regulatory AUM · August 2026
WEALTHSPIRE RETIREMENT, LLCCRD 121254 · ALISO VIEJO, CA
$38,609,440,509.00Regulatory AUM · August 2026