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Top RIA Firms in California
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in California. This hub covers 1,756 matching firms with $22.8T in total reported AUM and median AUM of $531.9M.
Firms
1,756
Matching current profiles
Total AUM
$22.8T
Reported regulatory AUM
Median AUM
$531.9M
Across firms with AUM
Largest firm
$4.3T
Blackrock Fund Advisors
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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. Blackrock Fund Advisors CRD 105247 · Corporation | SAN FRANCISCO, CA | $4.3T May 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 |
| 2. Capital Research And Management Company CRD 110885 · Corporation | LOS ANGELES, CA | $3.8T May 2026 | +$438.2B+13.2% | +$1.0T+36.5% | +$1.3T+55.4% | +$2.6T+239.8% | +26 employees+1.9% over 3Y | +5,957 accounts+35.3% over 3Y |
| 3. Pacific Investment Management Company LLC CRD 104559 · Limited Liability Company | NEWPORT BEACH, CA | $3.7T May 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 Mar 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 May 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 May 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 Mar 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 Mar 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. Western Asset Management Company CRD 110441 · Limited Liability Company | PASADENA, CA | $185.0B Feb 2026 | -$113.8B-38.1% | -$135.0B-42.2% | -$212.8B-53.5% | -$152.9B-45.3% | -426 employees-75.7% over 3Y | -3,616 accounts-10.2% over 3Y |
| 11. Oaktree Capital Management, L.p. CRD 106793 · Limited Partnership | LOS ANGELES, CA | $183.3B May 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 |
| 12. Global Retirement Partners LLC CRD 172011 · Limited Liability Company | SAN RAFAEL, CA | $169.6B May 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 |
| 13. Payden & Rygel CRD 107160 · Corporation | LOS ANGELES, CA | $158.2B Mar 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 |
| 14. 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 |
| 15. Wilshire CRD 6210 · Limited Liability Company | SANTA MONICA, CA | $149.1B Apr 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 |
| 16. Primecap Management CO CRD 105516 · Corporation | PASADENA, CA | $139.3B Mar 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 |
| 17. Silver Lake Technology Management, LLC CRD 161206 · Limited Liability Company | MENLO PARK, CA | $117.7B May 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 |
| 18. Iconiq Capital, LLC CRD 159198 · Limited Liability Company | SAN FRANCISCO, CA | $117.5B Apr 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 |
| 19. 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 |
| 20. 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 |
| 21. Vista Equity Partners Management, LLC CRD 156973 · Limited Liability Company | SAN FRANCISCO, CA | $106.0B Mar 2026 | +$5.9B+5.9% | +$2.2B+2.1% | +$29.6B+38.7% | +$101.1B+2065.0% | +36 employees+5.9% over 3Y | +3 accounts+2.4% over 3Y |
| 22. Pathway Capital Management, LP CRD 108016 · Limited Partnership | IRVINE, CA | $97.8B Mar 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 |
| 23. Ares Capital Management LLC CRD 131619 · Limited Liability Company | LOS ANGELES, CA | $97.6B May 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 |
| 24. Wcm Investment Management CRD 104702 · Limited Liability Company | LAGUNA BEACH, CA | $96.8B Mar 2026 | +$30.2B+45.3% | +$3.5B+3.7% | +$54.1B+126.8% | +$95.4B+6862.1% | +27 employees+36.0% over 3Y | -10,702 accounts-61.4% over 3Y |
| 25. Stepstone Group LP CRD 143635 · Limited Partnership | LA JOLLA, CA | $95.6B Jul 2025 | +$9.9B+11.6% | +$16.5B+20.9% | +$58.6B+158.0% | +$88.3B+1209.3% | +320 employees+66.5% over 3Y | +86 accounts+31.0% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.