City
Wealth management firms in Chula Vista, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Chula Vista, California reported $12.9 million in regulatory assets under management; the largest by assets was Allora Wealth, LLC, with $11.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $12.9 million
- Average per firm
- $2.1 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Allora Wealth, LLC | State | $11.7 million | 89 |
| 2 | Xpand Investment LLC | State | $900,307 | 18 |
| 3 | Gold Path Investment Group | State | $288,000 | 4 |
| 4 | Economic Research and Insurance Solutions, LLC | State | $0 | 0 |
| 5 | Fourzan Financial LLC | State | $0 | 0 |
| 6 | Roth Builder Investments | 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.