This week, we're highlighting top performers in California
RIA Pulse Local Standouts: California
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in California:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. GFP WEALTH MANAGEMENT (THOUSAND OAKS, CA) Standout metrics: AUM Per Employee (98th percentile), Accounts Per Client (95th percentile), Average AUM Per Client (93th percentile)
2. TAYLOR WEALTH MANAGEMENT, LLC (TORRANCE, CA) Standout metrics: AUM Per Employee (96th percentile), Accounts Per Employee (92th percentile), AUM Per Advisor (88th percentile)
3. TORREY WEALTH, LLC (SAN DIEGO, CA) Standout metrics: Accounts Per Employee (96th percentile), AUM Per Employee (96th percentile), AUM Per Advisor (89th percentile)
4. RMR CAPITAL MANAGEMENT LLC (TUSTIN, CA) Standout metrics: AUM Per Employee (97th percentile), AUM Per Advisor (92th percentile), Accounts Per Employee (91th percentile)
5. BUCHER WEALTH ADVISORS (SAN MATEO, CA) Standout metrics: Accounts Per Employee (95th percentile), AUM Per Employee (95th percentile), Accounts Per Client (94th percentile)
6. GOLDEN GATE PERSONAL FINANCIAL PLANNING (SAN FRANCISCO, CA) Standout metrics: Accounts Per Client (99th percentile), AUM Per Employee (97th percentile), Average AUM Per Client (95th percentile)
7. LOCKERMAN FINANCIAL GROUP, INC (NEWPORT BEACH, CA) Standout metrics: Accounts Per Employee (97th percentile), AUM Per Employee (94th percentile), Accounts Per Client (86th percentile)
8. LEWIS CAPITAL MANAGEMENT (BEVERLY HILLS, CA) Standout metrics: AUM Per Employee (96th percentile), Accounts Per Employee (91th percentile), AUM Per Advisor (90th percentile)
9. SHERIDAN CAPITAL MANAGEMENT, LLC (SAN RAFAEL, CA) Standout metrics: AUM Per Employee (98th percentile), Accounts Per Employee (97th percentile), AUM Per Advisor (95th percentile)
10. MADRONE INVESTMENT ADVISORY, LLC (SAN RAFAEL, CA) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (99th percentile), Client To Advisor Ratio (85th percentile)
$250M to $500M AUM
1. WALLACE ADVISORY GROUP, LLC (LAFAYETTE, CA) Standout metrics: AUM Per Advisor (96th percentile), Accounts Per Employee (90th percentile), Client To Advisor Ratio (90th percentile)
2. PARAGON FINANCIAL PARTNERS (WOODLAND HILLS, CA) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Employee (97th percentile), Accounts Per Client (96th percentile)
3. FLYWHEEL PRIVATE WEALTH LLC (LOS ALTOS, CA) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (97th percentile), Client To Advisor Ratio (86th percentile)
4. SYRIOS WEALTH MANAGEMENT GROUP (LA JOLLA, CA) Standout metrics: Client To Advisor Ratio (99th percentile), Accounts Per Employee (99th percentile), Accounts Per Client (96th percentile)
5. CURTIS ADVISORY GROUP, LLC (SANTA BARBARA, CA) Standout metrics: AUM Per Employee (95th percentile), Average AUM Per Client (88th percentile), Accounts Per Client (85th percentile)
6. THE O'DONNELL GROUP (CHICO, CA) Standout metrics: AUM Per Advisor (95th percentile), Client To Advisor Ratio (93th percentile), Accounts Per Employee (88th percentile)
7. MARIN BAY WEALTH ADVISORS, LLC (SAN ANSELMO, CA) Standout metrics: AUM Per Employee (96th percentile), Accounts Per Employee (87th percentile), AUM Per Advisor (82th percentile)
8. WEINBERGER ASSET MANAGEMENT, INC (LOS ANGELES, CA) Standout metrics: AUM Per Employee (93th percentile), Accounts Per Client (91th percentile), Average AUM Per Client (85th percentile)
9. EVEREST MANAGEMENT CORP. (CUPERTINO, CA) Standout metrics: AUM Per Employee (94th percentile), Accounts Per Client (93th percentile), Average AUM Per Client (90th percentile)
10. NAVIGOE, LLC (REDONDO BEACH, CA) Standout metrics: Accounts Per Client (87th percentile), Accounts Per Employee (87th percentile), AUM Per Advisor (85th percentile)
$500M to $1B AUM
1. BLUME CAPITAL MANAGEMENT, INC. (BERKELEY, CA) Standout metrics: AUM Per Advisor (97th percentile), Accounts Per Client (87th percentile), Client To Advisor Ratio (86th percentile)
2. SUMMIT FINANCIAL (SAN MATEO, CA) Standout metrics: Accounts Per Employee (94th percentile), Client To Advisor Ratio (90th percentile), Accounts Per Client (89th percentile)
3. THE WEALTH COLLABORATIVE, INC. (CORONA DEL MAR, CA) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (98th percentile), Client To Advisor Ratio (87th percentile)
4. CATALINA CAPITAL GROUP, LLC (TORRANCE, CA) Standout metrics: Accounts Per Employee (96th percentile), AUM Per Advisor (88th percentile), Average AUM Per Client (79th percentile)
5. GUARDIAN FINANCIAL PARTNERS, LLC (ORANGE, CA) Standout metrics: AUM Per Employee (94th percentile), AUM Per Advisor (92th percentile), Client To Advisor Ratio (91th percentile)
6. HUTCHINSON CAPITAL MANAGEMENT (SAN RAFAEL, CA) Standout metrics: AUM Per Advisor (93th percentile), AUM Per Employee (85th percentile), Average AUM Per Client (77th percentile)
7. CONSILIUM WEALTH MANAGEMENT (DANVILLE, CA) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (99th percentile), Average AUM Per Client (87th percentile)
8. ALTERI WEALTH (WESTLAKE VILLAGE, CA) Standout metrics: Client To Advisor Ratio (89th percentile), AUM Per Advisor (88th percentile), AUM Per Employee (76th percentile)
9. TRAVEKA WEALTH, LLC (LOS ALTOS, CA) Standout metrics: Accounts Per Client (93th percentile), Average AUM Per Client (81th percentile), AUM Per Advisor (81th percentile)
10. SLOW CAPITAL, INC. (GREENBRAE, CA) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Client (95th percentile), Average AUM Per Client (92th percentile)
$1B to $5B AUM
1. JACOBS & COMPANY, LLC (SAN FRANCISCO, CA) Standout metrics: AUM Per Advisor (97th percentile), AUM Per Employee (97th percentile), Accounts Per Employee (79th percentile)
2. SILICON VALLEY CAPITAL PARTNERS, L.P. (SAN JOSE, CA) Standout metrics: Client To Advisor Ratio (97th percentile), AUM Per Advisor (96th percentile), Accounts Per Employee (91th percentile)
3. MOMENT PARTNERS, LLC (SAN FRANCISCO, CA) Standout metrics: Accounts Per Employee (87th percentile), Client To Advisor Ratio (85th percentile), AUM Per Advisor (84th percentile)
4. SB CAPITAL MANAGEMENT, INC. (ENCINO, CA) Standout metrics: Accounts Per Client (98th percentile), AUM Per Employee (95th percentile), Accounts Per Employee (93th percentile)
5. LINDBROOK CAPITAL, LLC (CALABASAS, CA) Standout metrics: Accounts Per Client (99th percentile), Accounts Per Employee (94th percentile), Client To Advisor Ratio (78th percentile)
6. SP ASSET MANAGEMENT LLC (CUPERTINO, CA) Standout metrics: Accounts Per Employee (97th percentile), Accounts Per Client (94th percentile), Average AUM Per Client (80th percentile)
7. ROSEMAN WAGNER WEALTH MANAGEMENT (ROCKLIN, CA) Standout metrics: Client To Advisor Ratio (93th percentile), AUM Per Employee (86th percentile), Accounts Per Employee (85th percentile)
8. LODESTAR PRIVATE ASSET MANAGEMENT LLC (ALAMO, CA) Standout metrics: Accounts Per Employee (96th percentile), Client To Advisor Ratio (88th percentile), AUM Per Employee (82th percentile)
9. HOWARD CAPITAL MANAGEMENT GROUP, LLC (LOS ANGELES, CA) Standout metrics: AUM Per Advisor (91th percentile), AUM Per Employee (87th percentile)
10. SENTRY ADVISORS, LLC (SAN FRANCISCO, CA) Standout metrics: Average AUM Per Client (88th percentile), AUM Per Account (84th percentile), Accounts Per Client (82th percentile)
Over $5B AUM
1. WESTMOUNT PARTNERS, LLC (LOS ANGELES, CA) Standout metrics: AUM Per Advisor (91th percentile), AUM Per Employee (84th percentile), Accounts Per Client (82th percentile)
2. INDEX FUND ADVISORS, INC. (IRVINE, CA) Standout metrics: Accounts Per Employee (89th percentile), Client To Advisor Ratio (83th percentile), Accounts Per Client (76th percentile)
3. CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. (LOS ANGELES, CA) Standout metrics: AUM Per Employee (100th percentile), Client To Advisor Ratio (93th percentile), AUM Per Account (77th percentile)
4. SEIA (LOS ANGELES, CA) Standout metrics: Client To Advisor Ratio (85th percentile), Accounts Per Employee (84th percentile), AUM Per Advisor (76th percentile)
5. CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH, CA) Standout metrics: AUM Per Advisor (94th percentile), Average AUM Per Client (90th percentile)
6. EVOKE ADVISORS (LOS ANGELES, CA) Standout metrics: Average AUM Per Client (85th percentile), Accounts Per Employee (80th percentile)
7. SEVEN POST INVESTMENT OFFICE LP (SAN FRANCISCO, CA) Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (100th percentile), AUM Per Account (94th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
