City
Wealth management firms in Glendale, California
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Glendale, California reported $1.4 billion in regulatory assets under management; the largest by assets was Wescap Group, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $94.5 million
- SEC-registered, of those listed
- 3 of 15 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wescap Group | SEC | $1.1 billion | 1,242 |
| 2 | Mana Financial Life Design | SEC | $106.1 million | 470 |
| 3 | Pacific Global Investment Management Company | SEC | $87.5 million | 198 |
| 4 | MB3 Consulting LLC | State | $67.5 million | 92 |
| 5 | Chaney Financial Services, Inc. | State | $36.5 million | 96 |
| 6 | Creative Capitalists, Inc | State | $23.0 million | 102 |
| 7 | Covexic LLC | State | $7.8 million | 30 |
| 8 | Hayk Capital | State | $792,490 | 9 |
| 9 | UP&UP Capital, Inc. | State | $136,533 | 8 |
| 10 | BMCM Finance | State | $87,810 | 1 |
| 11 | AP24 Capital | State | $0 | 0 |
| 12 | BFF Wealth Management, Inc. | State | $0 | 0 |
| 13 | California Financial Partners, Inc. | State | $0 | 0 |
| 14 | Equanimity Wealth | State | $0 | 0 |
| 15 | William C. Hoeffer, Jr. 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.