City
Wealth management firms in El Cerrito, California
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in El Cerrito, California reported $168.7 million in regulatory assets under management; the largest by assets was Harborlight Investments, LLC, with $105.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $168.7 million
- Average per firm
- $33.7 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Harborlight Investments, LLC | State | $105.8 million | 304 |
| 2 | Simple Life Financial | State | $35.2 million | 131 |
| 3 | Wen Capital Advisory Group, Inc. | State | $26.6 million | 121 |
| 4 | Dabk Financial Planning Services | State | $1.0 million | 1 |
| 5 | Varn Financial Planning | 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.