City
Wealth management firms in Elk Grove, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Elk Grove, California reported $238.6 million in regulatory assets under management; the largest by assets was Strategic Retirement Advisors, LLC, with $216.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $238.6 million
- Average per firm
- $34.1 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Strategic Retirement Advisors, LLC | SEC | $216.9 million | 945 |
| 2 | Mature Money Management, Inc | State | $10.2 million | 30 |
| 3 | Spark Financials LLC | State | $3.2 million | 18 |
| 4 | Win Private Wealth | State | $3.0 million | 14 |
| 5 | Finmentum LLC | State | $2.8 million | 7 |
| 6 | The Jones Stewardship Group, LLC | State | $2.5 million | 12 |
| 7 | Gwan Global Services, Corp. | 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.