| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $13.39B | 8,158,329 | 14 | Other | 2013 | |
| 2 | $5.93B | 2,095 | 30 | Schwab | 2012 or earlier | |
| 3 | $5.06B | 1,053 | 28 | Schwab | 2012 or earlier | |
| 4 | $4.9B | 3,384 | 21 | Schwab | 2012 or earlier | |
| 5 | $3.21B | 8,058 | 74 | Schwab | 2015 | |
| 6 | $2.85B | 3,379 | 50 | Schwab | 2012 or earlier | |
| 7 | $1.54B | 861 | 27 | Fidelity | 2012 or earlier | |
| 8 | $1.48B | 1,060 | 14 | Schwab | 2012 or earlier | |
| 9 | $699.4M | 683 | 9 | Schwab | 2016 | |
| 10 | $662.4M | 256 | 3 | – | 2024 | |
| 11 | $656.1M | 449 | 7 | Fidelity | 2019 | |
| 12 | $616.7M | 2,736 | 13 | Schwab | 2021 | |
| 13 | $397.9M | 207 | 3 | Schwab | 2012 or earlier | |
| 14 | $332.7M | 421 | 9 | Schwab | 2022 | |
| 15 | $331.3M | 42 | 4 | U.S. Bank | 2012 or earlier | |
| 16 | $288.2M | 589 | 4 | Fidelity | 2022 | |
| 17 | $269.2M | 172 | 4 | Schwab | 2021 | |
| 18 | $263.2M | 272 | 1 | AssetMark | 2022 | |
| 19 | $251.7M | 137 | 6 | Schwab | 2012 or earlier | |
| 20 | $232.7M | 336 | 3 | Schwab | 2012 or earlier | |
| 21 | $224.5M | 341 | 2 | LPL Financial | 2012 or earlier | |
| 22 | $223.9M | 812 | 12 | Axos Clearing | 2021 | |
| 23 | $215.6M | 89 | 2 | Schwab | 2022 | |
| 24 | $209.1M | 45 | 3 | Schwab | 2022 | |
| 25 | $178.5M | 339 | 2 | Schwab | 2021 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in California.