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Largest RIA Firms in California by AUM
Explore registered investment advisers headquartered in California, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 1,837 firms with $23.8T in total reported AUM and median AUM of $502.5M.
Firms
1,837
Matching current profiles
Total AUM
$23.8T
Reported regulatory AUM
Median AUM
$502.5M
Across firms with AUM
Largest firm
$4.3T
Capital Research And Management Company
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Capital Research And Management Company CRD 110885 · Corporation | LOS ANGELES, CA | $4.3T Sep 2026 | +$1.0T+30.3% | +$1.6T+57.1% | +$1.9T+78.8% | +$3.2T+291.2% | +4 employees+0.3% over 3Y | +6,702 accounts+39.7% over 3Y |
| 2. Blackrock Fund Advisors CRD 105247 · Corporation | SAN FRANCISCO, CA | $4.3T Oct 2026 | +$746.8B+21.1% | +$1.9T+77.9% | +$2.0T+90.3% | +$3.8T+766.2% | -626 employees-83.0% over 3Y | +75 accounts+15.6% over 3Y |
| 3. Pacific Investment Management Company LLC CRD 104559 · Limited Liability Company | NEWPORT BEACH, CA | $3.7T Oct 2026 | +$676.8B+22.6% | +$1.4T+63.1% | +$745.0B+25.5% | +$2.3T+162.8% | -1,209 employees-38.1% over 3Y | +53 accounts+1.9% over 3Y |
| 4. Charles Schwab Investment Management, INC CRD 106753 · Corporation | SAN FRANCISCO, CA | $1.7T Oct 2026 | +$284.1B+19.8% | +$938.4B+119.9% | +$1.1T+182.2% | +$1.5T+701.1% | -61 employees-6.1% over 3Y | +614,556 accounts+253.9% over 3Y |
| 5. Franklin Advisers, INC. CRD 104517 · Corporation | SAN MATEO, CA | $509.5B Sep 2026 | +$42.4B+9.1% | +$189.0B+59.0% | +$120.8B+31.1% | +$137.9B+37.1% | +101 employees+35.7% over 3Y | +16,882 accounts+207.5% over 3Y |
| 6. Dodge & Cox CRD 104596 · Corporation | SAN FRANCISCO, CA | $466.6B Apr 2026 | +$66.3B+16.6% | +$143.6B+44.5% | +$141.3B+43.4% | +$291.6B+166.7% | +41 employees+13.9% over 3Y | -22 accounts-2.9% over 3Y |
| 7. Ares Management LLC CRD 130074 · Limited Liability Company | LOS ANGELES, CA | $458.8B Aug 2026 | +$99.7B+27.8% | +$205.6B+81.2% | +$319.6B+229.7% | +$429.0B+1436.3% | +1,612 employees+67.8% over 3Y | +265 accounts+58.9% over 3Y |
| 8. Edelman Financial Engines CRD 104510 · Limited Liability Company | SANTA CLARA, CA | $326.3B Oct 2026 | +$33.4B+11.4% | +$84.3B+34.8% | +$66.2B+25.4% | +$288.6B+765.5% | +165 employees+10.9% over 3Y | -77,551 accounts-4.9% over 3Y |
| 9. Kkr Credit Advisors (us) LLC CRD 146629 · Limited Liability Company | SAN FRANCISCO, CA | $270.9B Sep 2026 | +$40.8B+17.7% | +$94.8B+53.9% | +$202.8B+298.0% | +$253.7B+1478.5% | +139 employees+29.6% over 3Y | +25 accounts+14.0% over 3Y |
| 10. Capital Bank And Trust Company CRD 170017 · FEDERAL SAVINGS BANK | IRVINE, CA | $257.0B Oct 2026 | +$117.7B+84.5% | +$211.6B+465.8% | +$218.8B+572.2% | +$244.9B+2026.9% | -81 employees-43.3% over 3Y | +531 accounts+829.7% over 3Y |
| 11. Western Asset Management Company CRD 110441 · Limited Liability Company | PASADENA, CA | $185.0B Sep 2026 | -$113.8B-38.1% | -$135.0B-42.2% | -$270.8B-59.4% | -$152.9B-45.3% | -426 employees-75.7% over 3Y | -3,616 accounts-10.2% over 3Y |
| 12. Oaktree Capital Management, L.p. CRD 106793 · Limited Partnership | LOS ANGELES, CA | $183.3B Aug 2026 | +$12.3B+7.2% | +$32.0B+21.1% | +$58.0B+46.2% | +$101.9B+125.2% | -3 employees-0.3% over 3Y | +34 accounts+5.8% over 3Y |
| 13. Global Retirement Partners LLC CRD 172011 · Limited Liability Company | SAN RAFAEL, CA | $169.6B Sep 2026 | +$26.2B+18.2% | +$49.8B+41.5% | +$93.3B+122.3% | — | +11 employees+2.4% over 3Y | +8,509 accounts+33.4% over 3Y |
| 14. Payden & Rygel CRD 107160 · Corporation | LOS ANGELES, CA | $158.2B Jul 2026 | +$7.3B+4.8% | +$31.3B+24.7% | +$23.9B+17.8% | +$96.1B+154.6% | +11 employees+6.0% over 3Y | +7 accounts+0.8% over 3Y |
| 15. Aperio Group, LLC CRD 111616 · Limited Liability Company | SAUSALITO, CA | $152.1B Apr 2026 | +$40.7B+36.5% | +$97.6B+178.9% | +$110.6B+266.4% | +$150.1B+7266.0% | +58 employees+38.7% over 3Y | +21,584 accounts+175.2% over 3Y |
| 16. Wilshire CRD 6210 · Limited Liability Company | SANTA MONICA, CA | $149.1B Oct 2026 | +$50.0B+50.5% | +$53.5B+56.0% | +$66.3B+80.1% | +$68.8B+85.6% | +34 employees+12.5% over 3Y | +58,518 accounts+9.9% over 3Y |
| 17. Primecap Management CO CRD 105516 · Corporation | PASADENA, CA | $139.3B Jul 2026 | +$3.5B+2.6% | +$22.1B+18.9% | -$3.6B-2.5% | +$75.3B+117.7% | -1 employees-2.3% over 3Y | -19 accounts-51.4% over 3Y |
| 18. Silver Lake Technology Management, LLC CRD 161206 · Limited Liability Company | MENLO PARK, CA | $117.7B Oct 2026 | +$13.7B+13.2% | +$22.3B+23.3% | +$38.1B+47.9% | +$104.2B+772.4% | -20 employees-8.1% over 3Y | +13 accounts+52.0% over 3Y |
| 19. Iconiq Capital, LLC CRD 159198 · Limited Liability Company | SAN FRANCISCO, CA | $117.5B Oct 2026 | +$22.5B+23.6% | +$40.3B+52.2% | +$57.0B+94.1% | — | +61 employees+13.5% over 3Y | +235 accounts+16.6% over 3Y |
| 20. Hellman & Friedman LLC CRD 158614 · Limited Liability Company | SAN FRANCISCO, CA | $110.4B Mar 2026 | +$4.7B+4.5% | +$35.1B+46.6% | +$61.6B+126.0% | +$89.7B+433.8% | +10 employees+9.1% over 3Y | +13 accounts+40.6% over 3Y |
| 21. Stepstone Group LP CRD 143635 · Limited Partnership | LA JOLLA, CA | $107.8B Jul 2026 | +$12.2B+12.7% | +$32.4B+43.0% | +$61.8B+134.2% | +$100.5B+1376.2% | +393 employees+67.2% over 3Y | +104 accounts+33.8% over 3Y |
| 22. Andreessen Horowitz CRD 160489 · Limited Liability Company | MENLO PARK, CA | $106.5B Mar 2026 | +$31.7B+42.5% | +$51.9B+95.0% | +$70.6B+197.0% | +$93.7B+734.8% | +427 employees+137.3% over 3Y | +50 accounts+72.5% over 3Y |
| 23. Vista Equity Partners Management, LLC CRD 156973 · Limited Liability Company | SAN FRANCISCO, CA | $106.0B Sep 2026 | +$5.9B+5.9% | +$2.2B+2.1% | +$29.5B+38.6% | +$101.1B+2065.0% | +36 employees+5.9% over 3Y | +3 accounts+2.4% over 3Y |
| 24. Pathway Capital Management, LP CRD 108016 · Limited Partnership | IRVINE, CA | $97.8B Jun 2026 | +$4.9B+5.2% | +$9.8B+11.1% | +$17.7B+22.0% | +$73.6B+304.2% | +15 employees+6.4% over 3Y | +14 accounts+13.1% over 3Y |
| 25. Ares Capital Management LLC CRD 131619 · Limited Liability Company | LOS ANGELES, CA | $97.6B Aug 2026 | +$12.5B+14.7% | +$37.3B+61.9% | +$53.9B+123.4% | +$87.4B+852.6% | +196 employees+44.7% over 3Y | +18 accounts+46.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.