City
Independent RIAs in El Segundo, California
As of October 2, 2026, 15 independent wealth management RIAs with their main office in El Segundo, California reported $9.3 billion in regulatory assets under management; the largest by assets was Validus Capital LLC, with $2.5 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 15
- Regulatory assets under management
- $9.3 billion
- Average per firm
- $618.0 million
- SEC-registered, of those listed
- 11 of 15 (73.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Validus Capital LLC | SEC | $2.5 billion | 3,533 |
| 2 | Granite Investment Partners, LLC | SEC | $1.8 billion | 489 |
| 3 | Curated Wealth Partners, LLC | SEC | $1.8 billion | 421 |
| 4 | Regatta Capital Group, LLC | SEC | $1.6 billion | 3,847 |
| 5 | Sharper & Granite LLC | SEC | $366.4 million | 474 |
| 6 | Core Financial | SEC | $301.7 million | 568 |
| 7 | Insight Investment Counsel | SEC | $245.7 million | 228 |
| 8 | The Wealthgarden F.S. LLC | SEC | $227.6 million | 633 |
| 9 | Greenshields Capital LLC | SEC | $192.5 million | 330 |
| 10 | Goldberg Financial Advisors, LLC | SEC | $120.3 million | 236 |
| 11 | Rylander Richter | State | $101.9 million | 288 |
| 12 | X and Y Advisors, Inc. | State | $18.8 million | 75 |
| 13 | Retirement Planners | State | $290,000 | 2 |
| 14 | Astravia Family Wealth Office LLC | SEC | $0 | 0 |
| 15 | Casita Financial Planning | State | $0 | 0 |
Independent RIAs 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.