City
Wealth management firms in Coronado, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Coronado, California reported $950.3 million in regulatory assets under management; the largest by assets was Sestante Family Office, with $433.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $950.3 million
- Average per firm
- $158.4 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sestante Family Office | SEC | $433.9 million | 16 |
| 2 | Orion Capital Management LLC | SEC | $370.9 million | 550 |
| 3 | Andrews Capital Management Inc | State | $71.4 million | 60 |
| 4 | Hayes Hart Cpa's Wealth Management, Inc | State | $50.4 million | 35 |
| 5 | Parabolic Asset Management LLC | State | $23.7 million | 97 |
| 6 | Rabbitplans | 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.