City
Wealth management firms in La Mesa, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in La Mesa, California reported $572.7 million in regulatory assets under management; the largest by assets was Petix & Botte Financial, with $411.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $572.7 million
- Average per firm
- $81.8 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Petix & Botte Financial | SEC | $411.9 million | 783 |
| 2 | Tweet Management Services, Inc. | SEC | $120.5 million | 665 |
| 3 | Alpha & Omega | State | $40.3 million | 137 |
| 4 | Bruce McIndoe & Associates, Inc. | State | $0 | 0 |
| 5 | Craig V. Castanos CPA | State | $0 | 0 |
| 6 | Esi Financial Services, Inc. | State | $0 | 0 |
| 7 | ING Wealth | 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.