City
Wealth management firms in Clovis, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Clovis, California reported $212.5 million in regulatory assets under management; the largest by assets was Integrated Planning & Investments, with $107.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $212.5 million
- Average per firm
- $42.5 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integrated Planning & Investments | State | $107.0 million | 427 |
| 2 | Bolt Wealth Management LLC | State | $53.4 million | 348 |
| 3 | Simplifiedfp | State | $51.3 million | 151 |
| 4 | Fallbrook FI | State | $786,036 | 32 |
| 5 | Clovis Wealth Partners, LLC | 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.