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City

Wealth management firms in Auburn, California

As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Auburn, California reported $334.3 million in regulatory assets under management; the largest by assets was IFC, with $173.5 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
5
Regulatory assets under management
$334.3 million
Average per firm
$66.9 million
SEC-registered, of those listed
2 of 5 (40.0%)

Firms by assets

Wealth management firms in Auburn, California, largest first
#FirmRegistrationRAUMAccounts
1 IFC SEC $173.5 million 1,421
2 Vantage Financial Group SEC $118.6 million 808
3 Hammer Asset Management, LLC State $27.3 million 54
4 Northbrook Financial Group, LLC State $15.0 million 21
5 Hentch Solutions 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.