| 1. California Financial Advisors CRD 110152 · Limited Liability Company | SAN RAMON, CA | $2.3B May 2026 | +$261.7M+13.1% | +$773.4M+51.9% | +$806.8M+55.4% | +$1.5B+196.7% | +3 employees+27.3% over 3Y | +425 accounts+13.6% over 3Y |
| 2. Insight Wealth Strategies, LLC CRD 293644 · Limited Liability Company | SAN RAMON, CA | $1.1B Feb 2026 | +$212.2M+24.9% | +$286.5M+36.9% | +$387.6M+57.3% | — | -4 employees-25.0% over 3Y | +554 accounts+37.3% over 3Y |
| 3. The Pacific Center For Financial Services CRD 104557 · Corporation | SAN RAMON, CA | $960.6M Apr 2026 | +$81.7M+9.3% | +$257.2M+36.6% | +$304.7M+46.5% | +$589.9M+159.1% | 0 employees+0.0% over 3Y | +61 accounts+3.8% over 3Y |
| 4. American Investors CO CRD 38 · Corporation | SAN RAMON, CA | $578.1M Jun 2025 | -$38.8M-6.3% | -$10.5M-1.8% | +$169.4M+41.4% | +$351.0M+154.6% | -11 employees-26.8% over 3Y | -338 accounts-18.1% over 3Y |
| 5. Prosperity Financial Group, INC. CRD 339321 · Corporation | SAN RAMON, CA | $503.0M Mar 2026 | — | — | — | +$144.1M+40.2% | -1 employees-9.1% over Total | +158 accounts+13.1% over Total |
| 6. New Insight Wealth Advisors CRD 318083 · Corporation | SAN RAMON, CA | $396.9M Mar 2026 | +$58.0M+17.1% | +$206.3M+108.2% | — | — | +1 employees+16.7% over 3Y | -441 accounts-55.1% over 3Y |
| 7. Accretive Wealth Management, LLC CRD 164341 · Limited Liability Company | SAN RAMON, CA | $290.7M Mar 2026 | +$23.6M+8.8% | +$92.8M+46.9% | +$140.7M+93.8% | +$166.7M+134.4% | 0 employees+0.0% over 3Y | -2 accounts-0.5% over 3Y |
| 8. Auspicious Financial Planning, LLC CRD 297962 · Limited Liability Company | SAN RAMON, CA | $278.0M Mar 2026 | +$3.9M+1.4% | +$68.0M+32.4% | +$61.1M+28.2% | — | 0 employees+0.0% over 3Y | +9 accounts+1.5% over 3Y |
| 9. Carey Wealth Management CRD 173885 · Corporation | SAN RAMON, CA | $222.8M Feb 2026 | +$67.8M+43.8% | +$103.4M+86.6% | +$169.0M+313.9% | — | 0 employees+0.0% over 3Y | +54 accounts+23.6% over 3Y |
| 10. Alcosta Capital Management, INC. CRD 128679 · Corporation | SAN RAMON, CA | $210.2M Mar 2026 | -$10.4M-4.7% | +$2.6M+1.3% | — | +$33.2M+18.7% | -1 employees-33.3% over 3Y | -26 accounts-17.7% over 3Y |
| 11. Cannon Beach Financial Advisors CRD 140959 · Corporation | SAN RAMON, CA | $209.2M Mar 2026 | +$33.3M+18.9% | -$2.3M-1.1% | +$12.2M+6.2% | +$118.8M+131.4% | 0 employees+0.0% over 3Y | -86 accounts-13.5% over 3Y |
| 12. Certified Planners, INC. CRD 105364 · Corporation | SAN RAMON, CA | $196.6M Jan 2026 | +$35.4M+21.9% | +$11.2M+6.0% | +$38.5M+24.4% | +$35.2M+21.8% | -5 employees-71.4% over 3Y | -95 accounts-15.1% over 3Y |
| 13. Secure Retirement Financial & Insurance Services Corp. CRD 132777 · Corporation | SAN RAMON, CA | $102.0M Apr 2026 | +$17.3M+20.4% | +$660.0K+0.7% | — | +$1.5M+1.5% | 0 employees+0.0% over 3Y | -94 accounts-16.3% over 3Y |