City
Wealth management firms in Monterey, California
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Monterey, California reported $1.1 billion in regulatory assets under management; the largest by assets was Integris Wealth Management, LLC, with $812.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $82.7 million
- SEC-registered, of those listed
- 1 of 13 (7.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Integris Wealth Management, LLC | SEC | $812.0 million | 1,276 |
| 2 | Seal Rock Wealth Management, LLC | State | $87.6 million | 78 |
| 3 | McFarland Associates | State | $83.2 million | 131 |
| 4 | T.H. Rapko & Company, LLC | State | $33.7 million | 72 |
| 5 | Monterey Bay Asset Management LLC | State | $22.9 million | 32 |
| 6 | Montecito Investment Strategies | State | $11.8 million | 41 |
| 7 | Zrcor Inc. | State | $10.6 million | 31 |
| 8 | Three Sheep Wealth Management, LLC | State | $9.1 million | 31 |
| 9 | McFarlane Investment Advisory Services Inc. | State | $3.7 million | 5 |
| 10 | Del Monte Capital, Inc. | State | $350,000 | 2 |
| 11 | Belville Financial Advisors 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 | $0 | 0 |
| 12 | Hawley Personal Finance | State | $0 | 0 |
| 13 | Ogden, Thomas | 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.