City
Wealth management firms in Encinitas, California
As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, with their main office in Encinitas, California reported $1.6 billion in regulatory assets under management; the largest by assets was Cooper Capital Group, with $282.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 19
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $83.2 million
- SEC-registered, of those listed
- 5 of 19 (26.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cooper Capital Group | SEC | $282.9 million | 502 |
| 2 | Koa Wealth Management, LLC | SEC | $254.9 million | 749 |
| 3 | Salient Wealth Planning | SEC | $239.4 million | 817 |
| 4 | Orcam Financial Group, LLC | SEC | $238.9 million | 253 |
| 5 | Stone Steps Financial, LLC | SEC | $146.6 million | 613 |
| 6 | Kelly Financial Group LLC | State | $89.6 million | 303 |
| 7 | Cornell Capital Group LLC | State | $81.2 million | 15 |
| 8 | Stout Capital Management LLC | State | $76.7 million | 111 |
| 9 | Global Vantage Wealth Management | State | $75.0 million | 45 |
| 10 | Caris Investment Partners | State | $48.4 million | 133 |
| 11 | Peterkin Financial, LLC | State | $24.5 million | 121 |
| 12 | Longhouse Wealth Management | State | $7.3 million | 49 |
| 13 | The Garrett Group | State | $6.0 million | 16 |
| 14 | Independent Wealth Solutions | State | $5.3 million | 6 |
| 15 | Turnbull Financial Services LLC | State | $3.7 million | 24 |
| 16 | Archstone Capital Advisors | State | $0 | 0 |
| 17 | Covey & Covey | State | $0 | 0 |
| 18 | De Vries Asset Management, LLC | State | $0 | 0 |
| 19 | Lifetime Financial Advisors Inc | 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.