City
Wealth management firms in Corte Madera, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Corte Madera, California reported $1.2 billion in regulatory assets under management; the largest by assets was Cohen Capital Management Inc, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $165.6 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cohen Capital Management Inc | SEC | $1.0 billion | 110 |
| 2 | Holzberg Wealth Management, Inc. | State | $59.8 million | 166 |
| 3 | Diversified Planning Concepts, Inc. | State | $44.3 million | 36 |
| 4 | Aikapa | State | $44.3 million | 136 |
| 5 | Strasburg Asset Management Company LLC | State | $11.0 million | 6 |
| 6 | Financial Security Planning Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 7 | Hall 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.