City
Independent RIAs in Fremont, California
As of October 2, 2026, 14 independent wealth management RIAs with their main office in Fremont, California reported $1.6 billion in regulatory assets under management; the largest by assets was Morling Financial Advisors, LLC, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 14
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $116.8 million
- SEC-registered, of those listed
- 3 of 14 (21.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Morling Financial Advisors, LLC | SEC | $1.0 billion | 1,413 |
| 2 | Silicon Private Wealth, LLC | SEC | $177.8 million | 323 |
| 3 | Beyond Financial Services | SEC | $176.7 million | 335 |
| 4 | Sagepointe Advisors LLC | State | $79.6 million | 57 |
| 5 | Avaari Financial | State | $48.2 million | 47 |
| 6 | Mission Peak Investors, LLC | State | $43.1 million | 56 |
| 7 | Nightingale Financial Advisory | State | $41.8 million | 60 |
| 8 | Stellar Financial Planning | State | $10.4 million | 36 |
| 9 | JW Golden Gate Investment, LLC | State | $9.4 million | 7 |
| 10 | Ajay Agrawal | State | $737,480 | 3 |
| 11 | Agentech Equities, LLC | State | $465,661 | 3 |
| 12 | Empower Financial | State | $0 | 0 |
| 13 | Encover Personal Finance | State | $0 | 0 |
| 14 | Saaga Wealth Planning LLC | 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.