City
Wealth management firms in Chico, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Chico, California reported $1.2 billion in regulatory assets under management; the largest by assets was Sweeney & Michel, LLC, with $752.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $170.9 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sweeney & Michel, LLC | SEC | $752.6 million | 1,571 |
| 2 | Altum Wealth Advisors | SEC | $135.0 million | 421 |
| 3 | Murray Financial Services, Inc | SEC | $134.0 million | 269 |
| 4 | Waller Financial Coaching | State | $90.9 million | 461 |
| 5 | Spelts Wealth Management, Inc. | State | $84.0 million | 289 |
| 6 | Quantum Wealth Advisors LLC | State | $0 | 0 |
| 7 | Randall Stone 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.