City
Wealth management firms in Escondido, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Escondido, California reported $481.5 million in regulatory assets under management; the largest by assets was Red Seven, with $104.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $481.5 million
- Average per firm
- $34.4 million
- SEC-registered, of those listed
- 1 of 14 (7.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Red Seven | SEC | $104.4 million | 823 |
| 2 | Bell Strategic Investments, Inc. | State | $70.0 million | 125 |
| 3 | Vector Financial Solutions, Inc. | State | $65.7 million | 265 |
| 4 | Farrar Financials | State | $58.0 million | 14 |
| 5 | Devore Financial Advisors LLC | State | $51.1 million | 121 |
| 6 | Harvestwise Wealth Planning | State | $42.3 million | 253 |
| 7 | Strategic Income Advisors | State | $40.0 million | 95 |
| 8 | Ward Capital Management LLC | State | $26.8 million | 90 |
| 9 | Goodrich Financial Group, LLC | State | $14.1 million | 29 |
| 10 | Astra Wealth Management LLC | State | $5.7 million | 46 |
| 11 | Seaport Wealth Management | State | $3.5 million | 26 |
| 12 | Fox Wealth Strategies | State | $0 | 0 |
| 13 | Law Office of Jamie Townsend | State | $0 | 0 |
| 14 | Steward Family Office, 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.