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Investment adviser firms in California · Page 19

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

WEALTHSPRING PARTNERS, LLCCRD 322756 · LONG BEACH, CA
$370,181,742.00Regulatory AUM · August 2026
WEALTHVALUES, LLCCRD 140004 · REDWOOD CITY, CA
$466,520,722.00Regulatory AUM · August 2026
WEATHERLY ASSET MANAGEMENT LPCRD 106935 · DEL MAR, CA
$1,677,953,909.00Regulatory AUM · August 2026
WEAVER CONSULTING GROUP, LLCCRD 287895 · HUNTINGTON BEACH, CA
$1,046,310,818.00Regulatory AUM · August 2026
WEDBUSH FUND ADVISERS, LLCCRD 334057 · PASADENA, CA
$1,021,187,354.00Regulatory AUM · August 2026
WEDBUSH SECURITIES INC.CRD 877 · PASADENA, CA
$5,684,848,455.00Regulatory AUM · August 2026
WEDGEWOOD ASSET MANAGEMENT, LLCCRD 312054 · REDONDO BEACH, CA
$174,534,906.00Regulatory AUM · August 2026
WEINBERGER ASSET MANAGEMENT, INCCRD 106176 · LOS ANGELES, CA
$503,567,038.00Regulatory AUM · August 2026
WELLACRE WEALTH MANAGEMENT, LLCCRD 306770 · SANTA MONICA, CA
$104,340,000.00Regulatory AUM · August 2026
WELTON INVESTMENT PARTNERS LLCCRD 172452 · CARMEL, CA
$330,020,247.00Regulatory AUM · August 2026
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCCRD 139237 · SAN JOSE, CA
$1,400,921,673.00Regulatory AUM · August 2026
WERLEMANN SECURITIES LLCCRD 317777 · NEWPORT BEACH, CA
$110,000,000.00Regulatory AUM · August 2026
WESCAP MANAGEMENT GROUP, INC.CRD 104759 · GLENDALE, CA
$1,088,000,000.00Regulatory AUM · August 2026
WESPAC ADVISORS SOCAL, LLCCRD 158413 · PASADENA, CA
$609,836,124.00Regulatory AUM · August 2026
WESPAC ADVISORS, LLCCRD 148242 · ORINDA, CA
$1,205,882,013.00Regulatory AUM · August 2026
WEST WEALTH GROUP, LLCCRD 316644 · IRVINE, CA
$616,733,224.00Regulatory AUM · August 2026
WESTBOUND EQUITY MANAGEMENT, LLCCRD 306955 · PALO ALTO, CA
$146,180,175.00Regulatory AUM · August 2026
WESTBRIDGE CAPITAL US ADVISORS, LPCRD 161527 · SAN MATEO, CA
$7,861,558,000.00Regulatory AUM · August 2026
WESTCAP MANAGEMENT, LLCCRD 301822 · SAN FRANCISCO, CA
$7,441,289,978.00Regulatory AUM · August 2026
WESTECH INVESTMENT ADVISORS LLCCRD 110429 · PORTOLA VALLEY, CA
$2,017,502,061.00Regulatory AUM · August 2026
WESTEND CAPITAL MANAGEMENT, LLC.CRD 120545 · SAUSALITO, CA
$436,222,715.00Regulatory AUM · August 2026
WESTERLY CAPITAL MANAGEMENT LLCCRD 140089 · SAN FRANCISCO, CA
$488,905,268.00Regulatory AUM · August 2026
WESTERN ASSET MANAGEMENT COMPANY, LLCCRD 110441 · PASADENA, CA
$184,988,342,421.00Regulatory AUM · August 2026
WESTERN FINANCIAL CORPORATIONCRD 6118 · SAN DIEGO, CA
$309,189,116.00Regulatory AUM · August 2026
WESTERN STANDARD, LLCCRD 147864 · LOS ANGELES, CA
$574,905,356.00Regulatory AUM · August 2026
WESTHILL FINANCIAL ADVISORS, INC.CRD 152506 · SAN RAFAEL, CA
$789,441,128.00Regulatory AUM · August 2026
WESTMOUNT PARTNERS, LLCCRD 158857 · LOS ANGELES, CA
$5,938,136,974.00Regulatory AUM · August 2026
WESTPARK CAPITAL, INC.CRD 39914 · LOS ANGELES, CA
$53,077,941.00Regulatory AUM · August 2026
WESTSHORE WEALTH, LLCCRD 283843 · NEWPORT BEACH, CA
$662,386,166.00Regulatory AUM · August 2026
WESTSIDE INVESTMENT MANAGEMENT, LLCCRD 154522 · SANTA MONICA, CA
$888,776,410.00Regulatory AUM · August 2026
WESTWOOD WEALTH MANAGEMENTCRD 290658 · LOS ANGELES, CA
$300,390,704.00Regulatory AUM · August 2026
WFA OF SAN DIEGO, LLCCRD 307404 · SAN DIEGO, CA
$206,868,931.00Regulatory AUM · August 2026
WHELAN FINANCIALCRD 107227 · FRESNO, CA
$781,750,987.00Regulatory AUM · August 2026
WHITE OAK GLOBAL ADVISORS, LLCCRD 149659 · SAN FRANCISCO, CA
$5,105,860,724.00Regulatory AUM · August 2026
WHITMAN/PETERSON, LLCCRD 296087 · WESTLAKE VILLAGE, CA
$2,366,598,704.00Regulatory AUM · August 2026
WHITTIER ADVISORS, LLCCRD 318024 · NEWPORT BEACH, CA
$1,893,268,860.00Regulatory AUM · August 2026
WIL, LLCCRD 170737 · PALO ALTO, CA
$2,265,758,587.00Regulatory AUM · August 2026
WILLIAM O'NEIL + CO. INCORPORATEDCRD 152620 · LOS ANGELES, CA
Not availableRegulatory AUM · August 2026
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLCCRD 324173 · WESTLAKE VILLAGE, CA
$342,843,364.00Regulatory AUM · August 2026
WILLNER & HELLER LLCCRD 135406 · ENCINO, CA
$193,073,919.00Regulatory AUM · August 2026
WILLOW CREEK WEALTH MANAGEMENT, INC.CRD 109240 · SEBASTOPOL, CA
$2,302,546,240.00Regulatory AUM · August 2026
WILLOW GROVE ADVISORS, LLCCRD 151993 · BERKELEY, CA
$369,783,619.00Regulatory AUM · August 2026
WILSEY ASSET MANAGEMENT INCORPORATEDCRD 130482 · SAN DIEGO, CA
$768,472,183.00Regulatory AUM · August 2026
WILSHIRE ADVISORS LLCCRD 6210 · SANTA MONICA, CA
$149,102,543,671.00Regulatory AUM · August 2026
WILSHIRE QUINN CAPITAL, INC.CRD 148012 · SAN DIEGO, CA
$188,421,541.00Regulatory AUM · August 2026
WIMMER ASSOCIATES I, LLCCRD 125243 · PASADENA, CA
$475,945,000.00Regulatory AUM · August 2026
WINDJAMMER MANAGEMENT PARTNERS, L.P.CRD 160396 · NEWPORT BEACH, CA
$3,101,117,347.00Regulatory AUM · August 2026
WINDWARD CAPITAL MANAGEMENT COCRD 106908 · LOS ANGELES, CA
$1,860,949,041.00Regulatory AUM · August 2026
WING FINANCIAL INC.CRD 333826 · NEWPORT BEACH, CA
$127,775.00Regulatory AUM · August 2026
WINTERS FINANCIAL GROUP, INC.CRD 309549 · WESTLAKE VILLAGE, CA
$252,299,559.00Regulatory AUM · August 2026
WOLFF WIESE MAGANA LLCCRD 157620 · CARSLBAD, CA
$381,817,788.00Regulatory AUM · August 2026
WOLFGANG CAPITAL LLCCRD 283525 · TEMECULA, CA
$128,884,000.00Regulatory AUM · August 2026
WOMACK WEALTH MANAGEMENT, INC.CRD 146126 · MANHATTAN BEACH, CA
$406,914,525.00Regulatory AUM · August 2026
WOODLINE PARTNERS LPCRD 301480 · SAN FRANCISCO, CA
$36,655,346,441.00Regulatory AUM · August 2026
WOODWARD DIVERSIFIED CAPITAL, LLCCRD 306299 · BAKERSFIELD, CA
$609,778,872.00Regulatory AUM · August 2026
WRAPMANAGER INCCRD 108834 · MILL VALLEY, CA
$336,736,592.00Regulatory AUM · August 2026
WRIGHT WEALTH STRATEGIES, LLCCRD 304289 · SAN LUIS OBISPO, CA
$127,209,000.00Regulatory AUM · August 2026
WULFF, HANSEN & CO.CRD 908 · SAN RAFAEL, CA
$144,815,568.00Regulatory AUM · August 2026
WWM ADVISORY INC.CRD 133611 · CULVER CITY, CA
$280,121,846.00Regulatory AUM · August 2026
WYNN CAPITAL MANAGEMENT, LLCCRD 119355 · SANTA CRUZ, CA
$102,011,468.00Regulatory AUM · August 2026
X ADVISORS, LLCCRD 315838 · SANTA MARIA, CA
$228,610,000.00Regulatory AUM · August 2026
XIGINVENT, L.L.C.CRD 156213 · SAN FRANCISCO, CA
$9,063,032,818.00Regulatory AUM · August 2026
XPV MANAGEMENT LLCCRD 322445 · EL SEGUNDO, CA
$193,567,208.00Regulatory AUM · August 2026
YIHENG CAPITAL MANAGEMENT, L.P.CRD 163812 · SAN FRANCISCO, CA
$675,770,000.00Regulatory AUM · August 2026
YODER WEALTH MANAGEMENT, INC.CRD 291826 · WALNUT CREEK, CA
$331,204,663.00Regulatory AUM · August 2026
YOSEMITE CAPITAL MANAGEMENT, LLCCRD 124298 · NEWPORT BEACH, CA
$369,026,627.00Regulatory AUM · August 2026
YOSEMITE MANAGEMENT, LLCCRD 326764 · SAN FRANCISCO, CA
$1,135,655,536.00Regulatory AUM · August 2026
YOSHI ADVISORY LLCCRD 339574 · SAN FRANCISCO, CA
Not availableRegulatory AUM · August 2026
YUCAIPA MASTER MANAGER, LLCCRD 158216 · LOS ANGELES, CA
$1,488,117,595.00Regulatory AUM · August 2026
ZAI TECHNOLOGIES LLCCRD 342129 · THOUSAND OAKS, CA
Not availableRegulatory AUM · August 2026
ZANBATO ADVISORS LLCCRD 311620 · MOUNTAIN VIEW, CA
$2,080,474,033.00Regulatory AUM · August 2026
ZEPHYR INVESTMENT MANAGEMENT, INC.CRD 166303 · WESTLAKE VILLAGE, CA
$242,839,591.00Regulatory AUM · August 2026
ZERMATT WEALTH PARTNERS LLCCRD 105736 · SAN DIEGO, CA
$158,362,396.00Regulatory AUM · August 2026
ZUCKERMAN CAPITAL MANAGEMENT, LLCCRD 148549 · LOS ANGELES, CA
$123,492,879.00Regulatory AUM · August 2026