| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $12.93B | 25,896 | 476 | Pershing | 2012 or earlier | |
| 2 | $11.05B | 7,503 | 76 | Schwab | 2012 or earlier | |
| 3 | $5.63B | 12,774 | 9 | Other | 2012 or earlier | |
| 4 | $3.8B | 11,259 | 76 | Schwab | 2017 | |
| 5 | $2.88B | 540 | 8 | Morgan Stanley | 2012 or earlier | |
| 6 | $2.14B | 131 | 5 | Schwab | 2012 or earlier | |
| 7 | $2.02B | 14,084 | 81 | – | 2012 or earlier | |
| 8 | $1.87B | 3,918 | 60 | Other | 2023 | |
| 9 | $1.63B | 924 | 7 | Schwab | 2012 or earlier | |
| 10 | $1.38B | 283 | 6 | Schwab | 2023 | |
| 11 | $1.2B | 574 | 19 | Schwab | 2018 | |
| 12 | $896.2M | 503 | 7 | Fidelity | 2012 or earlier | |
| 13 | $835.6M | 588 | 8 | Fidelity | 2012 or earlier | |
| 14 | $780.4M | 298 | 7 | Schwab | 2017 | |
| 15 | $768.5M | 844 | 2 | Schwab | 2012 or earlier | |
| 16 | $742.2M | 462 | 5 | Schwab | 2013 | |
| 17 | $694.9M | 490 | 6 | Schwab | 2018 | |
| 18 | $643.4M | 224 | 7 | Schwab | 2021 | |
| 19 | $615.7M | 60 | 2 | Schwab | 2012 or earlier | |
| 20 | $597.2M | 793 | 4 | Schwab | 2012 or earlier | |
| 21 | $583M | 362 | 6 | Schwab | 2020 | |
| 22 | $528.8M | 238 | 5 | Schwab | 2016 | |
| 23 | $527M | 69 | 3 | Schwab | 2012 or earlier | |
| 24 | $498.9M | 328 | 9 | Schwab | 2022 | |
| 25 | $489M | 461 | 6 | Schwab | 2014 |
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.