Rialytix insights

Top RIA Firms in Pleasanton, California

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Pleasanton, California. This hub covers 6 matching firms with $2.9B in total reported AUM and median AUM of $271.0M.

Firms

Matching current profiles

Total AUM

$2.9B

Reported regulatory AUM

Median AUM

$271.0M

Across firms with AUM

Largest firm

$1.0B

Rpg Investment Advisory, LLC

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. Rpg Investment Advisory, LLC CRD 172173 · Limited Liability Company	PLEASANTON, CA	$1.0B Jan 2026	+$185.4M+21.6%	+$456.7M+77.8%	+$486.5M+87.3%	—	0 employees+0.0% over 3Y	+107 accounts+12.6% over 3Y
2. Mirador Capital Partners CRD 173764 · Limited Partnership	PLEASANTON, CA	$1.0B Jul 2026	+$254.2M+33.7%	+$387.7M+62.5%	+$472.1M+88.1%	—	+3 employees+25.0% over 3Y	+144 accounts+6.8% over 3Y
3. Kaizen Financial Strategies, LLC CRD 298248 · Limited Liability Company	PLEASANTON, CA	$287.1M Mar 2026	+$104.4M+57.2%	+$145.8M+103.2%	+$144.8M+101.7%	—	-2 employees-28.6% over 3Y	+124 accounts+19.8% over 3Y
4. Grant Private Wealth Management CRD 292917 · Corporation	PLEASANTON, CA	$255.0M Jun 2026	+$121.1M+90.5%	—	—	+$149.1M+140.9%	0 employees+0.0% over 1Y	+153 accounts+36.8% over 1Y
5. Sierra Pacific Financial Advisors CRD 131738 · Limited Liability Company	PLEASANTON, CA	$245.9M Feb 2026	+$83.8M+51.7%	+$115.7M+88.9%	—	+$115.7M+88.9%	+3 employees+75.0% over 3Y	+8 accounts+2.8% over 3Y
6. Tvv Advisers, LLC CRD 322542 · Limited Liability Company	PLEASANTON, CA	$31.3M Mar 2026	-$2.1M-6.2%	-$3.2M-9.3%	—	-$3.2M-9.3%	0 employees+0.0% over 3Y	0 accounts+0.0% 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 sufficient historical filing data is unavailable for the lookback period.