City
Wealth management firms in Granite Bay, California
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Granite Bay, California reported $2.3 billion in regulatory assets under management; the largest by assets was Delta Wealth Management, with $522.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.3 billion
- Average per firm
- $228.2 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Delta Wealth Management | SEC | $522.5 million | 188 |
| 2 | Parkshore Wealth Management | SEC | $517.9 million | 1,611 |
| 3 | Spectrum Wealth Advisory Group, LLC | SEC | $445.4 million | 1,520 |
| 4 | Abound Financial | SEC | $428.0 million | 1,563 |
| 5 | Dynamic Wealth Strategies, LLC | SEC | $190.7 million | 159 |
| 6 | Onesource Wealth Management | SEC | $149.8 million | 546 |
| 7 | True Worth Financial Planning LLC | State | $25.0 million | 85 |
| 8 | De Novo Capital LLC | State | $2.8 million | 6 |
| 9 | 360DIVIDENDS | State | $0 | 0 |
| 10 | Legacy Wealth, 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.