City
Wealth management firms in Claremont, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Claremont, California reported $2.5 billion in regulatory assets under management; the largest by assets was Gould Asset Management LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $491.8 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Gould Asset Management LLC | SEC | $1.0 billion | 644 |
| 2 | Financial Designs Corporation | SEC | $507.9 million | 1,312 |
| 3 | Lifesteps Financial | SEC | $442.7 million | 1,191 |
| 4 | Evermont Wealth | SEC | $333.9 million | 1,166 |
| 5 | Claremont Financial Group,inc. | SEC | $140.0 million | 540 |
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.