City
Wealth management firms in Cameron Park, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Cameron Park, California reported $98.0 million in regulatory assets under management; the largest by assets was 5 Talents Advisors, Inc, with $54.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $98.0 million
- Average per firm
- $16.3 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 5 Talents Advisors, Inc | State | $54.0 million | 341 |
| 2 | Mark Harris Services | State | $27.0 million | 60 |
| 3 | Faulkner Financial Planning, LLC | State | $11.2 million | 20 |
| 4 | Folsom Wealth Advisors | State | $3.9 million | 45 |
| 5 | MP3 Finance LLC | State | $1.8 million | 16 |
| 6 | Lane Florence, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | 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.