City
Wealth management firms in Davis, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Davis, California reported $482.0 million in regulatory assets under management; the largest by assets was Carbahal Olsen Financial Services Group LLC, with $257.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $482.0 million
- Average per firm
- $68.9 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carbahal Olsen Financial Services Group LLC | SEC | $257.6 million | 587 |
| 2 | Archer Pointe Wealth Management, LLC | SEC | $185.6 million | 376 |
| 3 | RMC Financial Advisors, LLC | State | $38.8 million | 156 |
| 4 | Flyway Advisors | State | $0 | 0 |
| 5 | Sorunke Wealth Advisors | State | $0 | 0 |
| 6 | Van Ham Wealth Management | State | $0 | 0 |
| 7 | Wayne Gilbert & Company | 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.