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Largest SEC-Registered Investment Advisors (RIAs) in California

Largest SEC-Registered Investment Advisors (RIAs) in California

As of July 2024, per latest ADV filings

1. BLACKROCK FUND ADVISORS

Assets Under Management: $3,047,294,350,591

Client Accounts:  522

2. CAPITAL RESEARCH AND MANAGEMENT COMPANY

Assets Under Management: $2,936,601,179,276

Client Accounts:  18,358

3. PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Assets Under Management: $2,615,929,249,500

Client Accounts:  2,811

4. CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Assets Under Management: $1,098,805,397,188

Client Accounts:  304,509

5. DODGE & COX

Assets Under Management: $362,992,567,571

Client Accounts:  746

6. FRANKLIN ADVISERS, INC.

Assets Under Management: $339,178,103,544

Client Accounts:  12,018

7. ARES MANAGEMENT LLC

Assets Under Management: $314,926,162,888

Client Accounts:  535

8. WESTERN ASSET MANAGEMENT COMPANY

Assets Under Management: $313,817,320,287

Client Accounts:  36,137

9. EDELMAN FINANCIAL ENGINES

Assets Under Management: $270,770,414,647

Client Accounts:  1,561,555

10. GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC

Assets Under Management: $208,753,633,756

Client Accounts:  220

11. KKR CREDIT ADVISORS (US) LLC

Assets Under Management: $205,116,297,686

Client Accounts:  187

12. SAGEVIEW ADVISORY GROUP, LLC

Assets Under Management: $202,573,491,630

Client Accounts:  34,543

13. OAKTREE CAPITAL MANAGEMENT, L.P.

Assets Under Management: $161,477,442,132

Client Accounts:  637

14. PAYDEN & RYGEL

Assets Under Management: $142,283,304,330

Client Accounts:  869

15. GLOBAL RETIREMENT PARTNERS LLC

Assets Under Management: $140,720,840,748

Client Accounts: 28,908

16. PRIMECAP MANAGEMENT CO

Assets Under Management: $134,476,880,987

Client Accounts: 37

17. HELLMAN & FRIEDMAN LLC

Assets Under Management: $105,674,000,000

Client Accounts: 42

18. METROPOLITAN WEST ASSET MANAGEMENT LLC

Assets Under Management: $102,770,713,223

Client Accounts: 146

19. SILVER LAKE TECHNOLOGY MANAGEMENT, LLC

Assets Under Management: $102,036,807,138

Client Accounts: 27

20. VISTA EQUITY PARTNERS MANAGEMENT, LLC

Assets Under Management: $100,968,246,570

Client Accounts: 109

21. NFP RETIREMENT INC.

Assets Under Management: $96,454,495,427

Client Accounts: 5,514

22. WILSHIRE

Assets Under Management: $94,873,146,068

Client Accounts: 373,588

23. PATHWAY CAPITAL MANAGEMENT, LP

Assets Under Management: $87,787,751,721

Client Accounts: 109

24. J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Assets Under Management: $86,270,585,130

Client Accounts: 56,585

25. STEPSTONE GROUP LP

Assets Under Management: $85,687,398,665

Client Accounts: 337

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