| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $23.26B | 163 | 99 | Schwab | 2017 | |
| 2 | $20.77B | 504 | 15 | Schwab | 2012 or earlier | |
| 3 | $16.01B | 14,593 | 252 | Schwab | 2019 | |
| 4 | $11.29B | 5,421 | 92 | Schwab | 2012 or earlier | |
| 5 | $10.31B | 4,169 | 61 | Fidelity | 2012 or earlier | |
| 6 | $8.76B | 2,236 | 67 | Fidelity | 2017 | |
| 7 | $8.1B | 793,057 | 2 | Matrix Trust | 2015 | |
| 8 | $5.09B | 1,019 | 29 | Fidelity | 2012 or earlier | |
| 9 | $4.38B | 64 | 5 | Schwab | 2022 | |
| 10 | $3.94B | 18 | 8 | Schwab | 2015 | |
| 11 | $3.58B | 106,361 | 6 | Wells Fargo | 2012 or earlier | |
| 12 | $2.98B | 197 | 6 | Fidelity | 2014 | |
| 13 | $2.95B | 17 | 4 | Fidelity | 2019 | |
| 14 | $2.93B | 1,986 | 5 | Schwab | 2012 or earlier | |
| 15 | $2.91B | 9,643 | 5 | Schwab | 2023 | |
| 16 | $2.89B | 431 | 17 | Schwab | 2012 or earlier | |
| 17 | $2.65B | 704 | 14 | Schwab | 2012 or earlier | |
| 18 | $2.41B | 148 | 4 | Schwab | 2014 | |
| 19 | $2.28B | 33 | 4 | – | 2026 | |
| 20 | $2.05B | 254,020 | 15 | Apex Clearing | 2013 | |
| 21 | $1.91B | 34 | 5 | Schwab | 2019 | |
| 22 | $1.9B | 213 | 25 | Schwab | 2012 or earlier | |
| 23 | $1.31B | 244 | 13 | Schwab | 2015 | |
| 24 | $1.25B | 406 | 11 | Fidelity | 2014 | |
| 25 | $1.19B | 412 | 5 | Wells Fargo | 2024 |
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.