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 $2.7B in total reported AUM and median AUM of $266.5M.

Firms

Matching current profiles

Total AUM

$2.7B

Reported regulatory AUM

Median AUM

$266.5M

Across firms with AUM

Largest firm

$1.0B

Rpg Investment Advisory, LLC

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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. 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	$934.3M Mar 2026	+$180.2M+23.9%	+$302.2M+47.8%	+$471.2M+101.8%	—	+3 employees+25.0% over 3Y	+303 accounts+16.3% 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. 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
5. Grant Private Wealth Management CRD 292917 · Corporation	PLEASANTON, CA	$196.3M Feb 2026	+$62.4M+46.6%	—	—	+$90.4M+85.4%	+1 employees+25.0% over 1Y	+66 accounts+15.9% over 1Y
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.