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Top RIA Firms in Orinda, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Orinda, California. This hub covers 9 matching firms with $40.0B in total reported AUM and median AUM of $787.6M.

Firms

Matching current profiles

Total AUM

$40.0B

Reported regulatory AUM

Median AUM

$787.6M

Across firms with AUM

Largest firm

$18.3B

Greenoaks

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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. Greenoaks CRD 165941 · Limited Liability Company	ORINDA, CA	$18.3B Mar 2026	+$5.6B+44.5%	+$7.9B+75.9%	+$5.1B+39.1%	+$17.8B+3920.3%	+3 employees+4.7% over 3Y	+6 accounts+11.3% over 3Y
2. Penserra Capital Management LLC CRD 159042 · Limited Liability Company	ORINDA, CA	$17.5B Mar 2026	+$6.1B+53.5%	+$11.6B+197.4%	+$12.2B+230.8%	+$17.5B+874900.0%	+6 employees+60.0% over 3Y	+10 accounts+25.6% over 3Y
3. Mcdonald Capital Investors INC CRD 105562 · Corporation	ORINDA, CA	$1.9B Mar 2026	-$9.1M-0.5%	+$455.6M+32.5%	+$452.9M+32.2%	+$1.2B+199.8%	0 employees+0.0% over 3Y	-1 accounts-1.1% over 3Y
4. Wespac Advisors, LLC CRD 148242 · Limited Liability Company	ORINDA, CA	$1.2B Apr 2026	+$125.7M+11.6%	+$405.8M+50.7%	+$363.6M+43.2%	+$548.7M+83.5%	0 employees+0.0% over 3Y	+13 accounts+2.1% over 3Y
5. Bell Investment Advisors INC CRD 108383 · Corporation	ORINDA, CA	$787.6M Feb 2026	+$143.0M+22.2%	+$131.0M+20.0%	+$261.3M+49.6%	+$349.6M+79.8%	+3 employees+27.3% over 3Y	+51 accounts+4.5% over 3Y
6. MCM Advisers, LP CRD 110656 · Limited Partnership	ORINDA, CA	$118.4M Mar 2026	-$4.5M-3.6%	-$6.1M-4.9%	-$51.5M-30.3%	-$26.4M-18.2%	0 employees+0.0% over 3Y	-6 accounts-37.5% over 3Y
7. Paragon Asset Management INC. CRD 107863 · Corporation	ORINDA, CA	$115.9M Feb 2026	+$5.1M+4.6%	+$71.8M+162.9%	+$71.8M+162.9%	+$75.7M+188.3%	0 employees+0.0% over 1Y	-65 accounts-52.0% over 3Y
8. Penserra Global Investors LLC CRD 174309 · Limited Liability Company	ORINDA, CA	$96.2M May 2026	+$95.1M+9183.8%	—	—	+$95.1M+9183.8%	0 employees+0.0% over 1Y	+3 accounts+150.0% over 1Y
9. Penserra Wealth Management CRD 333218 · Limited Liability Company	ORINDA, CA	$2.5M Apr 2026	—	—	—	$0+0.0%	0 employees+0.0% over 1Y	0 accounts+0.0% over Total

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.