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Fastest Growing RIAs
in California

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

PGP Wealth Services, LLC
Burbank, 
CA
3 Year Grow Rate:
491%
AUM (MM):
$89

#

Twin Lakes Capital
Redwood City, 
CA
3 Year Grow Rate:
437%
AUM (MM):
$134

#

Pacifica Wealth Advisors, Inc.
Irvine, 
CA
3 Year Grow Rate:
434%
AUM (MM):
$132

#

Lagunitas Asset Management, LLC
El Dorado Hills, 
CA
3 Year Grow Rate:
412%
AUM (MM):
$102

#

King Wealth Advisors, LLC
San Mateo, 
CA
3 Year Grow Rate:
410%
AUM (MM):
$52

#

Lumina Financial Consultants, LLC
Mill Valley, 
CA
3 Year Grow Rate:
401%
AUM (MM):
$79

#

Three Bell Capital LLC
Los Altos, 
CA
3 Year Grow Rate:
389%
AUM (MM):
$2,395

#

Arrowroot Family Office, LLC
Marina del Rey, 
CA
3 Year Grow Rate:
369%
AUM (MM):
$57

#

Maya Advisors, Inc.
Palo Alto, 
CA
3 Year Grow Rate:
366%
AUM (MM):
$71

#

Bull Oak Capital, LLC
San Diego, 
CA
3 Year Grow Rate:
313%
AUM (MM):
$74

#

Pacific Edge Advisors, LLC
Corona Del Mar, 
CA
3 Year Grow Rate:
293%
AUM (MM):
$404

#

AlphaCore Capital LLC
La Jolla, 
CA
3 Year Grow Rate:
270%
AUM (MM):
$813

#

Cardinal Point Wealth Management, LLC
Irvine, 
CA
3 Year Grow Rate:
254%
AUM (MM):
$474

#

Heckman Financial & Insurance Services, Inc.
San Jose, 
CA
3 Year Grow Rate:
235%
AUM (MM):
$92

#

Angeles Wealth Management, LLC
Santa Monica, 
CA
3 Year Grow Rate:
234%
AUM (MM):
$483

#

Palo Alto Wealth Advisors, LLC
Palo Alto, 
CA
3 Year Grow Rate:
228%
AUM (MM):
$263

#

Cognizant Wealth Advisors
Palo Alto, 
CA
3 Year Grow Rate:
224%
AUM (MM):
$61

#

Western Financial Corporation
San Diego, 
CA
3 Year Grow Rate:
222%
AUM (MM):
$184

#

Rising Capital Inc.
Mill Valley, 
CA
3 Year Grow Rate:
221%
AUM (MM):
$44

#

Mission Creek Capital Partners, Inc.
San Francisco, 
CA
3 Year Grow Rate:
220%
AUM (MM):
$294

#

Lido Advisors
Los Angeles, 
CA
3 Year Grow Rate:
213%
AUM (MM):
$5,404

#

Anodos Advisors, LLC
Santa Barbara, 
CA
3 Year Grow Rate:
188%
AUM (MM):
$720

#

Sivia Capital Partners, LLC
San Francisco, 
CA
3 Year Grow Rate:
187%
AUM (MM):
$165

#

Lewis Asset Management
Lafayette, 
CA
3 Year Grow Rate:
185%
AUM (MM):
$108

#

Rational Investment Management, LLC
Mill Valley, 
CA
3 Year Grow Rate:
184%
AUM (MM):
$225

#

Alamar Capital Management, LLC
Santa Barbara, 
CA
3 Year Grow Rate:
167%
AUM (MM):
$116

#

Stephenson and Company, Inc.
San Clemente, 
CA
3 Year Grow Rate:
145%
AUM (MM):
$145

#

Camden Capital, LLC
El Segundo, 
CA
3 Year Grow Rate:
139%
AUM (MM):
$4,089

#

Chequers Financial Management LLC
San Francisco, 
CA
3 Year Grow Rate:
129%
AUM (MM):
$352

#

Westshore Wealth
Newport Beach, 
CA
3 Year Grow Rate:
122%
AUM (MM):
$307

#

Archvest Wealth Advisors, Inc.
Walnut Creek, 
CA
3 Year Grow Rate:
120%
AUM (MM):
$104

#

DRH Investments, Inc.
Los Angeles, 
CA
3 Year Grow Rate:
119%
AUM (MM):
$174

#

Private Ocean
San Rafael, 
CA
3 Year Grow Rate:
118%
AUM (MM):
$2,294

#

Frank, Rimerman Advisors LLC
Palo Alto, 
CA
3 Year Grow Rate:
118%
AUM (MM):
$1,398

#

O'Brien Investment Management, LLC
Torrance, 
CA
3 Year Grow Rate:
111%
AUM (MM):
$139

#

Unconventional Investor, LLC
Oakland, 
CA
3 Year Grow Rate:
110%
AUM (MM):
$183

#

Adams Ashby Financial Advisors
Sacramento, 
CA
3 Year Grow Rate:
109%
AUM (MM):
$165

#

Redwood Grove Wealth Management
Larkspur, 
CA
3 Year Grow Rate:
109%
AUM (MM):
$57

#

New Market Wealth Management, LLC
Irvine, 
CA
3 Year Grow Rate:
108%
AUM (MM):
$209

#

Mission Wealth Management, LP
Santa Barbara, 
CA
3 Year Grow Rate:
106%
AUM (MM):
$3,022

#

Abbrea Capital, LLC
Sausalito, 
CA
3 Year Grow Rate:
105%
AUM (MM):
$822

#

Perigon Wealth Management, LLC
San Francisco, 
CA
3 Year Grow Rate:
102%
AUM (MM):
$1,780

#

Ensemble Capital Management, LLC
Burlingame, 
CA
3 Year Grow Rate:
100%
AUM (MM):
$1,011

#

Ocean Avenue Wealth Management
Santa Monica, 
CA
3 Year Grow Rate:
99%
AUM (MM):
$73

#

Alethea Capital Management, LLC
San Diego, 
CA
3 Year Grow Rate:
99%
AUM (MM):
$300

#

Heyman Investment Counseling LLC
San Diego, 
CA
3 Year Grow Rate:
97%
AUM (MM):
$71

#

NWK Group
San Francisco, 
CA
3 Year Grow Rate:
97%
AUM (MM):
$276

#

Mozaic, LLC
Beverly Hills, 
CA
3 Year Grow Rate:
94%
AUM (MM):
$3,327

#

Pantheon Investment Group, LLC
Pasadena, 
CA
3 Year Grow Rate:
93%
AUM (MM):
$145

#

Tortuga Wealth Management
Torrance, 
CA
3 Year Grow Rate:
92%
AUM (MM):
$62

#

Prospettiva Financial
San Francisco, 
CA
3 Year Grow Rate:
91%
AUM (MM):
$94

#

EFS Associates
San Rafael, 
CA
3 Year Grow Rate:
90%
AUM (MM):
$92

#

Jurika, Mills & Keifer, LLC
Lafayette, 
CA
3 Year Grow Rate:
89%
AUM (MM):
$179

#

SEIA
Los Angeles, 
CA
3 Year Grow Rate:
89%
AUM (MM):
$8,236

#

Concentric Wealth Management LLC
Lafayette, 
CA
3 Year Grow Rate:
89%
AUM (MM):
$430

#

FC Advisors
Walnut Creek, 
CA
3 Year Grow Rate:
87%
AUM (MM):
$51

#

Thielen Capital Corporation
Ladera Ranch, 
CA
3 Year Grow Rate:
87%
AUM (MM):
$76

#

Silicon Valley Capital Partners, L.P.
San Jose, 
CA
3 Year Grow Rate:
86%
AUM (MM):
$477

#

Accretive Wealth Management, LLC
San Ramon, 
CA
3 Year Grow Rate:
85%
AUM (MM):
$124

#

ASL Financial, LLC
Los Gatos, 
CA
3 Year Grow Rate:
85%
AUM (MM):
$67

#

PathWise
Pleasant Hill, 
CA
3 Year Grow Rate:
83%
AUM (MM):
$97

#

Knightsbridge Wealth Management
Newport Beach, 
CA
3 Year Grow Rate:
82%
AUM (MM):
$311

#

Regis Management Company, LLC
Menlo Park, 
CA
3 Year Grow Rate:
79%
AUM (MM):
$3,720

#

SP Asset Management
Cupertino, 
CA
3 Year Grow Rate:
77%
AUM (MM):
$621

#

Dash Investments
Woodland Hills, 
CA
3 Year Grow Rate:
77%
AUM (MM):
$194

#

Monograph Wealth Advisors, LLC
El Segundo, 
CA
3 Year Grow Rate:
77%
AUM (MM):
$1,532

#

MW Investment Strategy
El Dorado Hills, 
CA
3 Year Grow Rate:
75%
AUM (MM):
$65

#

Marrick Wealth
Irvine, 
CA
3 Year Grow Rate:
73%
AUM (MM):
$92

#

Checchi Capital Advisers, LLC
Beverly Hills, 
CA
3 Year Grow Rate:
72%
AUM (MM):
$939

#

Kelmar Capital Management, LLC
Pasadena, 
CA
3 Year Grow Rate:
71%
AUM (MM):
$231

#

Haven Capital Group
Camarillo, 
CA
3 Year Grow Rate:
70%
AUM (MM):
$102

#

Kennicott Capital Management LLC
Corte Madera, 
CA
3 Year Grow Rate:
69%
AUM (MM):
$106

#

Atlas Capital Advisors LLC
San Francisco, 
CA
3 Year Grow Rate:
69%
AUM (MM):
$707

#

Bruce Colin and Company
Rancho Palos Verdes, 
CA
3 Year Grow Rate:
68%
AUM (MM):
$141

#

Insight Wealth Strategies, LP
Irvine, 
CA
3 Year Grow Rate:
68%
AUM (MM):
$80

#

Meritas Wealth Management, LLC
Larkspur, 
CA
3 Year Grow Rate:
67%
AUM (MM):
$389

#

K. D. Clewley Capital Management
San Diego, 
CA
3 Year Grow Rate:
67%
AUM (MM):
$70

#

Garhwal, Chan & Williams Inc.
San Francisco, 
CA
3 Year Grow Rate:
66%
AUM (MM):
$101

#

Caerus Investment Advisors, LLC
San Francisco, 
CA
3 Year Grow Rate:
65%
AUM (MM):
$176

#

Parkworth Wealth Management, Inc.
San Jose, 
CA
3 Year Grow Rate:
64%
AUM (MM):
$121

#

Aqua Capital Advisors
Los Angeles, 
CA
3 Year Grow Rate:
63%
AUM (MM):
$88

#

Torrey Capital Investments
Cardiff by the Sea, 
CA
3 Year Grow Rate:
63%
AUM (MM):
$54

#

Lyell Wealth Management LP
Menlo Park, 
CA
3 Year Grow Rate:
62%
AUM (MM):
$517

#

Baker Street Advisors, LLC
San Francisco, 
CA
3 Year Grow Rate:
62%
AUM (MM):
$10,200

#

Bersot Capital Management, LLC
Belvedere Tiburon, 
CA
3 Year Grow Rate:
61%
AUM (MM):
$145

#

Sasser Investment Management, Inc.
Oakland, 
CA
3 Year Grow Rate:
59%
AUM (MM):
$137

#

Trellis Wealth Advisors, LLC
San Luis Obispo, 
CA
3 Year Grow Rate:
59%
AUM (MM):
$235

#

Wade Financial Advisory, Inc.
Campbell, 
CA
3 Year Grow Rate:
58%
AUM (MM):
$522

#

Arlington Financial Advisors, LLC
Santa Barbara, 
CA
3 Year Grow Rate:
57%
AUM (MM):
$637

#

Clarity Wealth Advisors
San Jose, 
CA
3 Year Grow Rate:
56%
AUM (MM):
$287

#

Moirai Wealth Management LLC
San Francisco, 
CA
3 Year Grow Rate:
56%
AUM (MM):
$133

#

Main Street Research LLC
Sausalito, 
CA
3 Year Grow Rate:
54%
AUM (MM):
$1,091

#

Parkside Advisors LLC
Berkeley, 
CA
3 Year Grow Rate:
53%
AUM (MM):
$462

#

WealthValues, LLC
Menlo Park, 
CA
3 Year Grow Rate:
53%
AUM (MM):
$358

#

Investor's Capital Management, LLC
Menlo Park, 
CA
3 Year Grow Rate:
52%
AUM (MM):
$166

#

SimplyRich
Carlsbad, 
CA
3 Year Grow Rate:
52%
AUM (MM):
$235

#

Integris Wealth Management, LLC
Monterey, 
CA
3 Year Grow Rate:
52%
AUM (MM):
$380

#

Orin Green Financial, LLC
San Diego, 
CA
3 Year Grow Rate:
52%
AUM (MM):
$299

#

Waypoint Wealth Partners
San Francisco, 
CA
3 Year Grow Rate:
51%
AUM (MM):
$567

#

Marin Bay Wealth Advisors, LLC
Sausalito, 
CA
3 Year Grow Rate:
51%
AUM (MM):
$246
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