City
Wealth management firms in Cupertino, California
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Cupertino, California reported $2.6 billion in regulatory assets under management; the largest by assets was SP Asset Management LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $165.4 million
- SEC-registered, of those listed
- 4 of 16 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | SP Asset Management LLC | SEC | $1.9 billion | 897 |
| 2 | Everest Private Wealth | SEC | $410.8 million | 328 |
| 3 | Infinity 8 Investments, LLC | SEC | $123.9 million | 171 |
| 4 | Pruneyard Financial Group, Inc. | SEC | $90.9 million | 185 |
| 5 | Insideout Wealth Strategies, LLC | State | $54.3 million | 131 |
| 6 | Chinese Abraham Investment Advisors LLC | State | $36.1 million | 36 |
| 7 | Soman Advisors LLC | State | $22.0 million | 13 |
| 8 | Analytic Investment Management LLC | State | $7.5 million | 10 |
| 9 | Emerald Waves Investments, LLC | State | $4.2 million | 21 |
| 10 | The Tilted Funds Group, LLC | State | $811,000 | 5 |
| 11 | Kanaka Strategies | State | $193,000 | 1 |
| 12 | Akrish Financial Advisory | State | $0 | 0 |
| 13 | Capital V Group LLC 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 |
| 14 | Integral Financial LLC 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 |
| 15 | Israilov Financial | State | $0 | 0 |
| 16 | Vibrance Wealth Management 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.