City

Wealth management firms in El Segundo, California

As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, 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.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms: 16
Regulatory assets under management: $9.3 billion
Average per firm: $579.4 million
SEC-registered, of those listed: 12 of 16 (75.0%)

Firms by assets

Wealth management firms in El Segundo, California, largest first
#	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
16	Cetera Advisory Services 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.	SEC	$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.