Top 10 Advisor Firms in California by AUM
The largest public advisor firms headquartered in California, ranked by reported assets under management.
California
| # | Firm | AUM |
|---|---|---|
| 1 | EDELMAN FINANCIAL ENGINES Santa Clara, CA | $326.3B |
| 2 | GLOBAL RETIREMENT PARTNERS LLC San Rafael, CA | $169.6B |
| 3 | APERIO GROUP, LLC Sausalito, CA | $152.1B |
| 4 | ASSETMARK, INC. Concord, CA | $91.8B |
| 5 | IEQ CAPITAL, LLC Foster City, CA | $56.8B |
| 6 | BEACON POINTE ADVISORS, LLC Newport Beach, CA | $54.9B |
| 7 | WEALTHFRONT ADVISERS LLC Palo Alto, CA | $47.7B |
| 8 | CANTERBURY CONSULTING INCORPORATED Newport Beach, CA | $45.9B |
| 9 | EP WEALTH ADVISORS Torrance, CA | $45.1B |
| 10 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Los Angeles, CA | $42.7B |