| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $48.37B | 8,803 | 107 | BNY | 2021 | |
| 2 | $42.5B | 13,043 | 235 | Fidelity | 2015 | |
| 3 | $22.54B | 9,520 | 128 | Schwab | 2012 or earlier | |
| 4 | $18.05B | 2,310 | 105 | Schwab | 2012 or earlier | |
| 5 | $11.53B | 718 | 13 | Other | 2012 or earlier | |
| 6 | $9.47B | 3,760 | 63 | Schwab | 2012 or earlier | |
| 7 | $7.92B | 55 | 24 | RBC | 2012 or earlier | |
| 8 | $6.76B | 7,454 | 8 | Schwab | 2012 or earlier | |
| 9 | $6.43B | 11,433 | 102 | – | 2012 or earlier | |
| 10 | $5.94B | 1,418 | 18 | Schwab | 2012 or earlier | |
| 11 | $5.1B | 4,069 | 13 | Schwab | 2012 or earlier | |
| 12 | $4.15B | 2,278 | 35 | Schwab | 2012 or earlier | |
| 13 | $2.56B | 528 | 5 | Fidelity | 2020 | |
| 14 | $2.5B | 3,069 | 39 | LPL Financial | 2017 | |
| 15 | $2.34B | 344 | 9 | Wells Fargo | 2024 | |
| 16 | $2.22B | 63 | 6 | Other | 2012 or earlier | |
| 17 | $2.15B | 679 | 10 | – | 2024 | |
| 18 | $1.97B | 791 | 13 | Fidelity | 2012 or earlier | |
| 19 | $1.96B | 937 | 9 | Schwab | 2012 or earlier | |
| 20 | $1.94B | 1,029 | 8 | Schwab | 2012 or earlier | |
| 21 | $1.93B | 1,113 | 9 | Schwab | 2012 or earlier | |
| 22 | $1.86B | 127 | 3 | Fidelity | 2012 or earlier | |
| 23 | $1.8B | 906 | 8 | Fidelity | 2012 or earlier | |
| 24 | $1.52B | 1,292 | 124 | Other | 2012 or earlier | |
| 25 | $1.5B | 46 | 3 | Schwab | 2012 or earlier |
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.