City
Independent RIAs in Fallbrook, California
As of October 2, 2026, 7 independent wealth management RIAs with their main office in Fallbrook, California reported $191.3 million in regulatory assets under management; the largest by assets was Wealthlynk, Inc., with $112.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 7
- Regulatory assets under management
- $191.3 million
- Average per firm
- $27.3 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealthlynk, Inc. | SEC | $112.0 million | 178 |
| 2 | Pathway Advisors, LLC | State | $62.5 million | 289 |
| 3 | Yorkville Capital Management LLC | State | $11.1 million | 27 |
| 4 | Safe Harbor Assets | State | $3.0 million | 14 |
| 5 | Cortina Capital, LLC | State | $2.7 million | 12 |
| 6 | Hunter Vip Investments, LLC | State | $0 | 0 |
| 7 | Wealth One Advisors | 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.