City
Independent RIAs in Arcadia, California
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Arcadia, California reported $150.7 million in regulatory assets under management; the largest by assets was Colton Wealth Management, with $135.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $150.7 million
- Average per firm
- $21.5 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Colton Wealth Management | SEC | $135.1 million | 268 |
| 2 | Csi Wealth Management | State | $12.1 million | 74 |
| 3 | Fengcapital LLC | State | $2.3 million | 1 |
| 4 | RF Capital Management | State | $815,952 | 10 |
| 5 | Clarity Financial | State | $462,000 | 5 |
| 6 | Bright Light Capital Advisor | State | $0 | 0 |
| 7 | Raymond Liao Investment Advisor | State | $0 | 0 |
Independent RIAs 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.