City
Independent RIAs in Modesto, California
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Modesto, California reported $1.6 billion in regulatory assets under management; the largest by assets was Mraz and Associates, with $917.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $273.4 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mraz and Associates | SEC | $917.5 million | 1,289 |
| 2 | Oliveira Wealth | SEC | $332.4 million | 1,032 |
| 3 | Crawford Financial Planning & Consulting | SEC | $171.6 million | 378 |
| 4 | Blom & Howell Financial Planning, Inc. | SEC | $161.5 million | 937 |
| 5 | Arrowhead Wealth Management Corp. | State | $30.8 million | 174 |
| 6 | Luminary Financial Planning | State | $26.8 million | 54 |
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.