City
Wealth management firms in Corona, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Corona, California reported $1.6 billion in regulatory assets under management; the largest by assets was Pacific Capital, with $820.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $158.3 million
- SEC-registered, of those listed
- 2 of 10 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pacific Capital | SEC | $820.6 million | 336 |
| 2 | Safeguard Investment Advisory Group, LLC | SEC | $702.3 million | 4,458 |
| 3 | Stonebridge Asset Management LLC | State | $22.9 million | 36 |
| 4 | Palo Seco Wealth Management | State | $13.2 million | 99 |
| 5 | Financial Equations Advisors, Inc. | State | $11.5 million | 75 |
| 6 | Attivo Legacy Advisors, LLC | State | $10.0 million | 100 |
| 7 | D'Arcy Wealth Management, Inc. - A California Corporation | State | $1.3 million | 9 |
| 8 | Ambrosia Herb Tea, LLC | State | $1.3 million | 10 |
| 9 | Aragon Advisors | State | $110,620 | 11 |
| 10 | New Talents Financial Services Inc | 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.