City
Wealth management firms in Atascadero, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Atascadero, California reported $610.4 million in regulatory assets under management; the largest by assets was Hewell Financial Group, Inc., with $334.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $610.4 million
- Average per firm
- $101.7 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hewell Financial Group, Inc. | SEC | $334.4 million | 743 |
| 2 | Slo Money Managers | SEC | $164.7 million | 538 |
| 3 | Rothman Investment Management, LLC | State | $104.6 million | 479 |
| 4 | Altus Wealth Solutions | State | $4.8 million | 57 |
| 5 | De Mayo Financial | State | $2.0 million | 4 |
| 6 | Kobata Financial | State | $0 | 0 |
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.