City
Wealth management firms in Fremont, California
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Fremont, California reported $1.7 billion in regulatory assets under management; the largest by assets was Morling Financial Advisors, LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $112.7 million
- SEC-registered, of those listed
- 3 of 15 (20.0%)
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 | Parah Capital Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $55.0 million | 94 |
| 6 | Avaari Financial | State | $48.2 million | 47 |
| 7 | Mission Peak Investors, LLC | State | $43.1 million | 56 |
| 8 | Nightingale Financial Advisory | State | $41.8 million | 60 |
| 9 | Stellar Financial Planning | State | $10.4 million | 36 |
| 10 | JW Golden Gate Investment, LLC | State | $9.4 million | 7 |
| 11 | Ajay Agrawal | State | $737,480 | 3 |
| 12 | Agentech Equities, LLC | State | $465,661 | 3 |
| 13 | Empower Financial | State | $0 | 0 |
| 14 | Encover Personal Finance | State | $0 | 0 |
| 15 | Saaga Wealth Planning LLC | 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.