City
Wealth management firms in Agoura Hills, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Agoura Hills, California reported $69.0 million in regulatory assets under management; the largest by assets was Susan Carlisle, with $22.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $69.0 million
- Average per firm
- $11.5 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Susan Carlisle | State | $22.7 million | 11 |
| 2 | Capital Guard Investments LLC | State | $21.4 million | 38 |
| 3 | Financial Peak | State | $15.3 million | 70 |
| 4 | Murapa Investments | State | $5.0 million | 45 |
| 5 | Bragg Capital Management LLC | State | $3.2 million | 18 |
| 6 | She Wealth Advisors LLC | State | $1.4 million | 8 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.