City
Wealth management firms in Moraga, California
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Moraga, California reported $282.5 million in regulatory assets under management; the largest by assets was Rittmann Capital Management Co, with $142.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $282.5 million
- Average per firm
- $47.1 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rittmann Capital Management Co | SEC | $142.4 million | 228 |
| 2 | Gaskin Wealth Management | State | $99.3 million | 253 |
| 3 | Pioneer Advisory | State | $35.3 million | 39 |
| 4 | Crystal Investment Management | State | $5.5 million | 32 |
| 5 | Generative Family Office LLC | State | $0 | 0 |
| 6 | Teapot Investments LLC | 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.