City
Wealth management firms in Bakersfield, California
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Bakersfield, California reported $1.8 billion in regulatory assets under management; the largest by assets was Woodward Diversified Capital, LLC, with $609.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $136.0 million
- SEC-registered, of those listed
- 6 of 13 (46.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Woodward Diversified Capital, LLC | SEC | $609.7 million | 438 |
| 2 | Barnes Wealth Management Group | SEC | $477.2 million | 1,470 |
| 3 | Anchor Point Financial | SEC | $173.6 million | 599 |
| 4 | Entruity Wealth, LLC | SEC | $171.3 million | 773 |
| 5 | Mestmaker & Petrey Wealth Advisors | SEC | $140.8 million | 363 |
| 6 | Wealthtarget Investment Advisors, LLC | State | $75.3 million | 201 |
| 7 | Applied Wealth Management | State | $46.0 million | 181 |
| 8 | Investment Advisor Associates, Inc. | State | $37.1 million | 70 |
| 9 | Howard Financial | State | $30.1 million | 99 |
| 10 | Visionary Wealth Planners LLC | State | $6.5 million | 67 |
| 11 | Clera | SEC | $0 | 0 |
| 12 | Gomez Financial Planning | State | $0 | 0 |
| 13 | Sierra Capital Management | 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.