| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $54.87B | 29,565 | 440 | Schwab | 2012 or earlier | |
| 2 | $45.88B | 100 | 25 | Schwab | 2012 or earlier | |
| 3 | $2.87B | 461 | 19 | Schwab | 2012 or earlier | |
| 4 | $2.28B | 7,691 | 10 | Other | 2012 or earlier | |
| 5 | $1.63B | 94 | 6 | – | 2024 | |
| 6 | $1.52B | 1,734 | 14 | Fidelity | 2012 or earlier | |
| 7 | $1.12B | 517 | 10 | Fidelity | 2012 or earlier | |
| 8 | $1.07B | 902 | 8 | Schwab | 2016 | |
| 9 | $953.7M | 208 | 6 | Schwab | 2012 or earlier | |
| 10 | $720.7M | 328 | 4 | Schwab | 2012 or earlier | |
| 11 | $662.4M | 190 | 7 | Schwab | 2016 | |
| 12 | $658.1M | 635 | 4 | Schwab | 2015 | |
| 13 | $657.3M | 306 | 11 | Schwab | 2012 or earlier | |
| 14 | $503.8M | 128 | 6 | – | 2026 | |
| 15 | $486.8M | 500 | 2 | Schwab | 2015 | |
| 16 | $452.1M | 421 | 2 | Schwab | 2017 | |
| 17 | $443.7M | 150 | 2 | Fidelity | 2019 | |
| 18 | $417.6M | 73 | 2 | Fidelity | 2024 | |
| 19 | $396.9M | 744 | 8 | Schwab | 2015 | |
| 20 | $369M | 266 | 5 | Schwab | 2012 or earlier | |
| 21 | $303.9M | 366 | 15 | Schwab | 2012 or earlier | |
| 22 | $262.6M | 1,193 | 6 | Schwab | 2024 | |
| 23 | $249.7M | 84 | 2 | Fidelity | 2024 | |
| 24 | $243.6M | 91 | 3 | Schwab | 2022 | |
| 25 | $223.4M | 232 | 2 | Schwab | 2016 |
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.